Services Tags: Investment Manager Search

Kweku Obed Speaking at COLAB Connects Capital Connection 4/8

On Tuesday, April 8, Kweku Obed, CFA, CAIA will be speaking at COLAB Connects’ Capital Connection: Spotlight on Small and Emerging Managers event in Atlanta, Georgia.

Kweku will be joining a panel, “Finding Alpha: Allocator’s Perspective on Portfolio Construction and How Smaller Managers Help Drive Outperformance,” as well as participating in the LP Led Small Group Discussion portion of the event.

This Capital Connections event will bring together small & emerging managers and impactful limited partners in private equity, venture capital and private credit, in partnership with City of Atlanta, GreenbergTraurig, and Robert F. Kennedy Human Rights. COLAB Connects is a nonprofit that aligns thought leaders and organizations in the alternative investments industry to foster, support, and empower the current and next generation of talent, driving innovation and excellence across the field. For more information, please visit their website.

Luis Sierra Speaking at New America Alliance Chicago Allocators Connection Summit 10/29

On Tuesday, October 29, Luis Sierra, CFA will be speaking at New America Alliance’s Chicago Roadshow, Allocators Connection Summit.

Luis will be judging a session entitled, “The Elevator Pitch,” described as follows: Six managers representing various strategies deliver a 5-minute elevator pitch to a panel of allocators, who then provide feedback on both the pitch and pre-submitted marketing materials. He will also be joining a panel entitled, “Navigating Key Metrics and Macroeconomic Headwinds: A Consultant and Family Office Guide for Emerging Private Equity and Venture Managers,” described as follows: In an era marked by economic uncertainty and evolving market dynamics, this session brings together leading consultants and fund of funds managers to address the pressing challenges faced by emerging private equity and venture capital managers. Our expert panelists will provide actionable strategies for navigating fundraising hurdles, optimizing portfolio performance, and meeting the expectations of limited partners (LPs) in today’s competitive landscape.

Founded in 1999, the New America Alliance is comprised of a 501(c)6 and a 501(c)3 national organization committed to building on American Latino success to forge a stronger America. NAA leadership and members leverage their influence to increase capital access for women and minority-owned firms, and to accelerate diverse leadership in entrepreneurship, corporate America, and public service. For more information, please visit their website.

Amy Miller Speaking at Kayo 2024 Women in Private Funds Summit 10/9

On Wednesday, October 9, Amy Miller will be speaking at the 2024 Women in Private Funds Summit in Boston hosted by Kayo as part of their 11th Annual Private Equity Series.

Amy will be joining a panel entitled, “Spotlight on GP Led Secondaries – Demystifying Continuation Funds,” described as follows: GP-led secondaries (aka continuation funds), have risen from a small segment of the secondaries market to an integral part of secondary transactions and exit strategies for private fund sponsors. With deals scarce and a sluggish exit environment, private equity firms are holding onto some of their most promising portfolio companies longer. This panel will dive deep into the benefits, pitfalls and changes happening in GP-led secondaries.

The Kayo Women in Private Funds Summit unites an intimate group of 150 General Partners and Limited Partners with 30+ expert speakers to share insights across alternative asset allocations, capital raising, fund formation, product strategy, and institutional investing. For more information, please visit the event webpage.

The Growing Popularity of Continuation Funds

Historically, the private equity secondary market has been used by limited partners (“LPs”) to sell exposures at the end of their lives and as such contained only tail-end exposures. Selling these lingering exposures to private equity funds allowed LPs to clean up their balance sheets and fueled the growth of secondary private equity funds within the broader private equity space. As the market evolved, however, higher-quality assets began transacting as investors started to use secondary markets as a useful portfolio management tool. More recently, general partners (“GPs”) have come to occupy an increasing percentage of the overall market. In 2023, about $110 billion in volume traded in private equity secondaries, with about 50% of the total transaction activity represented by GP-led transactions.

In this newsletter, we provide an overview of continuation funds, including their growth, structure, transaction requirements, and considerations for investors.

Marquette Speaking at Nuveen Alternatives Summit 2024 6/13

On Thursday, June 13, Nat Kellogg, CFA and James Torgerson will be speaking at the Nuveen Alternatives Summit 2024 in Chicago.

Nat will be joining a panel entitled, “Private capital: Navigating the new competitive landscape and today’s headwinds” and James will be joining a panel entitled, “Compelling income opportunities: leveraged finance” at the event. The Alternatives Summit will bring together plan sponsors and consultants to discuss the current alternatives landscape.

Frank Valle Speaking at AIMSE 2024 Annual Conference 6/12–13

Frank Valle, CFA, CAIA will be speaking at the 47th Annual Association of Investment Management and Sales Executives (AIMSE) Sales & Marketing Conference, being held June 12–14 in Boca Raton, Florida.

As a consultant roundtable speaker, Frank will engage in lively discussions with participants on June 12th  by sharing investment manager search activities, organizational updates, and methods for effectively communicating with research and field consultants. A hallmark of AIMSE conferences, the consultant roundtables feature both traditional and alternative professionals. Frank will also be joining a panel entitled, “Buying the Bull? Best Fixed Income Ideas in an Uncertain Market” on the 13th.

AIMSE’s mission is to provide a worldwide forum for sales and marketing professionals in the investment management industry. For more information, please visit the AIMSE website.

Jessica Noviskis Speaking at With Intelligence 2024 Women’s Private Credit Summit 6/12

On Wednesday, June 12, Jessica Noviskis, CFA will be speaking at the inaugural 2024 Women’s Private Credit Summit hosted by With Intelligence in Chicago.

Jessica will be moderating a panel entitled, “View From the Field: Where Does Private Credit Go from Here?” described as follows: Private credit has captured the imagination (and the wallets) of institutional investors. Firms have shown there is a true need for their services and generated necessary returns – even as interest rates have climbed. But where is private credit headed? Where are the next great opportunities – and of course – challenges as well? Our panel of leading private credit professionals discuss where they and their firms have been concentrating, the issues that have arisen, and how they are thinking of deploying capital.

The Women’s Private Credit Summit will bring together over 200 senior women – institutional investors, general partners, and relevant industry advisors spanning private equity, real estate, tech, and distress – for a day and a half of stimulating discussion, facilitated learning, and in-depth networking and collaboration. For more information, please visit the event webpage.

Marquette Views on 2024 U.S. Equities Outlook Featured on FIN News

Published May 14, Catherine Hillier, Research Analyst, was interviewed for “Q1 2024: Small-Cap Equity Hiring Sees Uptick,” by FIN News (subscription required).

Catherine discussed the outlook for U.S. equity performance, particularly in the small-cap space in the article, which posits, “Publicly-traded large-cap companies continue to garner the attention of media and investors, but allocator interest is beginning to look down market to the small-cap sector.”

The article also referenced Catherine’s November 2023 newsletter, U.S. Equities: Surprising Strength Gives Way to Macro Risks, and commentary in Marquette’s 1Q 2024 Market Insights webinar, available to watch as a recording here.

Griffin Gildea Speaking at 2024 Real Estate Midwest Forum 4/17

On Wednesday, April 17, Griffin Gildea will be speaking at the 8th Annual Real Estate Midwest Forum hosted by Markets Group in Chicago.

Griffin will be joining a panel entitled, “Investing in Alternatives,” described as follows: Why are investors allocating to niche asset classes in 2024? Where are they finding the greatest returns? Niche asset classes such as life sciences, shopping centers, student housing, self-storage facilities, data centers, film & television production studios, senior housing, manufactured housing, and medical office buildings are growing increasingly popular. Where should newcomers focus their attention? How are these markets changing given the current economy?

The Real Estate Midwest Forum will bring together over 200 investment executives and provides a platform for peer-to-peer knowledge exchange with content that reflects the latest in core, value add, real estate debt, industrial and hospitality investments spanning building initial allocations to managing multi-billion dollar portfolios. For more information, please visit the event webpage.

Marquette Approach to Manager ESG Due Diligence Featured on FundFire

Published March 11, Linsey Schoemehl Payne, Chief Compliance Officer and Managing Partner, was interviewed for “Consultants Evolve Approach to Assessing Managers on ESG,” by FundFire (subscription required).

Linsey discussed Marquette’s approach to manager due diligence regarding ESG integration in the investment process, explaining the “second tier” of information Marquette’s questionnaire seeks out covering the team overseeing individual strategies and the firm’s record of engagement through proxy voting and shareholder resolution.

This article follows a feature published by Nonprofit News last quarter and reflects Marquette’s 25-plus-year commitment to providing clients with clear and thorough information when considering sustainable investment options.