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.
On Tuesday, February 20, Amy Miller will be speaking at a dinner event hosted by CFA Society Columbus: Carrying Your Interest: The State of Private Capital.
Amy will be joining fellow panelists to discuss private assets, including the private debt, private equity, and venture capital asset classes. As we enter the 2024-2025 vintage years, the market backdrop has changed…or has it gone back to normal? Interest rates are higher, exits are lower, and the assets continue to fly into private capital. Join this panel of LPs and GPs as they discuss the state of private equity, credit, and real assets.
The CFA Society Columbus chapter was founded in 1962 and has more than 400 members representing all major institutional investment firms in central Ohio. For more information, please visit the chapter webpage.
Linsey serves as a co-lead of Marquette’s sustainable investing group and discussed recent changes to Marquette’s manager due diligence questionnaire seeking to establish a more thorough picture of sustainability attributes within the firm’s proprietary manager database, particularly regarding sustainable investment-focused teams, processes, and strategies. Additionally, the due diligence questionnaire now requests more in-depth diversity information beyond ownership attributes. As the sustainable investing space continues to evolve, Marquette is committed to creating more consistent and accessible data across the industry.
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.
This does not constitute an offer to sell, or a solicitation of an offer to buy, any interest in any investment vehicle, and should not be relied on as such. Marquette is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Marquette including our investment strategies, fees and objectives can be found in our ADV Part 2/Form CRS, which are available upon request and on our website. Forward-looking statements cannot be guaranteed. Past performance is not indicative of future results. Investing comes with risk. The content herein is not an endorsement nor a testimonial for Marquette.
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.
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.
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.
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.
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.
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.
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