Greg Leonberger Featured on Dakota Live! Podcast

Recorded earlier this year, Director of Research and Managing Partner Greg Leonberger, FSA, EA, MAAA, FCA‘s Dakota Live! Allocator Interview is now available for viewing.

Greg spoke with Chris O’Grady, CIO and Partner at dakota, and Tim Dolan, Vice President, Institutional Sales, in the interview, titled “Building Client Trust.” Dakota Live! general calls allow listeners to access in-depth information about investment allocators through a live interview reviewing each allocator’s current needs, the details of their platform, key analysts, and their outlook on the industry.

Greg Leonberger is the Director of Research for Marquette Associates. Greg is responsible for creating the firm’s capital markets research and directing investment strategy and policies. He also serves as the chair of the investment committee. A partner of the employee-owned firm, Greg has been with the company since 2008. Greg joins us at Dakota Live! to take us through Marquette Associates’ manager research process and what they look for in asset management partners. Join us to learn how the firm’s approach to client service has made Marquette Associates so successful over the years.

For more information, please visit the Dakota Live! website.

 

Nat Kellogg Speaking at eVestment Institutional Trends Quarterly Webcast 12/5

On Tuesday, December 5, Nat Kellogg, CFA will be joining Nasdaq eVestment’s quarterly Institutional Trends Webcast.

Nat will be providing consultant commentary alongside Nasdaq eVestment’s Russ Elliott, Head of Asset Management, Market Intelligence, and Michele Shauf, Head of Client Experience Strategy, Investment Intelligence. The webcast briefs traditional managers on the state of the global institutional market using eVestment data, covering:

  • Where assets are moving and the key flow drivers by universe and geography
  • Where abrupt changes in flows direction may indicate inflection points
  • Where investors in North America, Europe and APAC are concentrating their research activity, in advance of allocation decisions
  • The state of ESG: AUM, flows and allocator interests
  • New facets of ESG data, including universes ranked by carbon emissions

For more information and to watch the replay, visit the event webpage.

Evan Frazier Speaking at Essentia Analytics Webinar 10/19

On Thursday, October 19, Evan Frazier, CFA, CAIA will be joining a webinar hosted by Essentia Analytics entitled, “Answering Tough Investor Questions.” The webinar is described as follows below.

Times are changing in active fund management. Transparency is increasing: data is becoming more available, and a new generation of both fund managers and investors is more interested than ever in building authentic client relationships. Essentia’s next Behavioral Alpha webinar is a deep dive into the new tier of questions investment consultants and manager selection experts are asking managers: what it is that they’re looking for, and what they tend to get in response. 

For more information, please visit the Essentia Analytics website.

David Hernandez Speaking at Illinois Treasurer’s 2023 Diversity in Investments Forum 9/21

On Thursday, September 21, David Hernandez, CFA will be speaking at the 2023 Diversity in Investments Forum hosted by Illinois State Treasurer Michael W. Frerichs in Chicago.

David will be moderating a panel entitled, “Business Diversity Across the Spectrum of Capital Raising and Financing” as well as leading a tabletop discussion.

The Diversity in Investments Forum brings together Treasurer Frerichs’  team of internal portfolio managers and firms and organizations across the financial services sector to ignite connectivity with minority, woman, veteran, and disabled-owned (“MWVD)” investment firms, depository institutions, and other financial service providers.

Marquette Speaking at Pension Bridge 2023 Private Equity Exclusive 7/25

On Tuesday, July 25th, Nat Kellogg, CFA, and Amy Miller will be speaking at the Pension Bridge Private Equity Exclusive 2023 hosted by With Intelligence in Chicago.

Nat will be moderating a panel entitled, “How Can Emerging Managers Find Traction?” described as follows: Emerging managers are an important part of investors’ portfolios that add diversification in deal size and industry specialization, which contributes to outsized returns. However, LPs are becoming increasingly selective, as market conditions make capital deployment more difficult. This panel will discuss challenges in the year ahead and how emerging managers can stand out when approaching LPs.

Amy will be moderating a panel entitled, “Venture Capital in Focus: Surviving and Thriving in the New Environment,” described as follows: Venture capitalists have enjoyed a relatively long run of valuation upticks, a scattering of liquidity events, and increased support from local institutional investors. Now, the industry is facing a reality check. Challenging economic conditions have prompted questions about business model stability and the viability of valuations, and capital is harder to source. This panel delves into the current challenges and growth opportunities in VC, as well as investors’ perspectives for the year ahead.

Now in its seventeenth year, the Private Equity Exclusive brings together thought leaders from North American LPs and GPs for in-depth knowledge sharing and peer-to-peer collaboration. For more information, please visit the event webpage.

Nat Kellogg Speaking at ALTSCHI 2023 Forum 7/17

On Monday, July 17, Nat Kellogg, CFA will be speaking at ALTSCHI,  jointly hosted by the CFA Society Chicago, CAIA Association, and Markets Group July 16–18.

Nat will be moderating a panel entitled, “Increased Appetite for Secondaries Markets,” described as follows: Private equity investors are increasingly turning to the secondary market to find value opportunities while LPs work to boost liquidity. Exposures are being weighed and sold at heavy discounts in sectors such as hospitality, consumer-related, energy, and transportation. These low asset prices also present valuable opportunities for LPs to co-invest alongside managers at more favorable stages of the investment cycle. How can investors take advantage of secondaries to boost returns and what advantages do they provide over individual manager selection?

ALTSCHI brings together leadership from the region’s institutional investor, wealth management, and alternative asset manager community to share views on alternatives as we continue to navigate these volatile times. For more information, please visit the event webpage.

Nat Kellogg Speaking at OCIO Central Summit 3/23

On Wednesday, March 23rd, Nat Kellogg, CFA will be speaking at the OCIO Central Summit hosted by Portfolio Summits in Chicago.

Nat will be joining a session entitled, “Manager Selection Roundtable,” with several industry professionals. Panelists will discuss the challenging process of manager selection and what investors should consider when making decisions, including how to identify competitive advantages and how to evaluate which managers will best fit their institution’s needs.

The OCIO Central Summit brings together 150+ Outsourced Chief Investment Officers (OCIOs) and institutional consultants based across Illinois and the surrounding states for a day of panel discussions, presentations, Q&A, and networking. For more information, visit the Portfolio Summits event webpage.

Nat Kellogg Joins eVestment Consultant Board

Announced yesterday by eVestment, Nat Kellogg, CFA will be joining their inaugural consultant advisory board. As a member of the board, Nat will provide strategic input on the evolving data needs of Marquette on behalf of our clients and discuss and analyze emerging industry trends and marketplace dynamics with eVestment and fellow board members.

eVestment, a Nasdaq company, provides institutional investment data, analytics, and market intelligence covering public and private markets.

For more information about the eVestment Consultant Board, please view the press release here.

Kweku Obed Featured on eVestment Podcast

On May 12, managing director Kweku Obed, CFA, CAIA was featured on eVestment’s The Source podcast.

Kweku spoke about Marquette’s manager search process, including our four-phased approach to manager evaluation and how Marquette sources and uses both quantitative and qualitative data to make recommendations for customized client portfolios. Kweku also discussed Marquette’s philosophy toward various investing strategies for clients such as active vs. passive management, the role of alternatives and private equity in portfolios, and ESG/SRI factors.

To listen to the podcast, please visit the eVestment website.

 

Lauren Cellucci Speaking at AIMSE 2019 Fall Conference 10/17

On Thursday, October 17th, Lauren Cellucci, CIMA® will be speaking at the Association of Investment Management Sales Executives’ (AIMSE) 2019 Fall Conference in New York City.

Lauren will be participating in a panel entitled, “Diversity – Women in Portfolio Management” that aims to address the role of diversity from the point of view of allocators and consultants who evaluate investment firms and the strategies they manage.  The panel will also explore how the issue of diversity relates to ESG/SRI issues.

The AIMSE seeks to provide an educational forum for those employed in the investment management sales and marketing services profession worldwide. For more information, please visit the event webpage.