Services Tags: Investment Manager Search

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.

Nichole Roman-Bhatty Speaking at KORIED Global Summit 7/12

On Friday, July 12, Nichole Roman-Bhatty, CIMA®, will be speaking at KORIED’s 2019 Global Summit, “Future of Finance – Disruption, Innovation and Thinking Outside the Box” in Coral Gables, FL.

As a thought leader in sustainable investing, Nichole will be participating on a panel entitled, “How the UN Sustainable Development Goals are Shaping Investment Managers.” The panel seeks to explore how investment managers are applying the Sustainable Development Goals (SDGs) established by the United Nations into their product offerings, social advocacy initiatives, and their firm culture. The SDGs are a part of the UN’s 2030 Agenda for Sustainable Development and function as an urgent call for action through global partnership to address various issues including poverty, climate change, health and education, and inequality.

The KORIED Global Summit invites governments, business leaders, experts and thought leaders from around the world to discuss the latest approaches, ideas and unique strategies aimed at benefitting the institutional investing community. The summit will introduce current best practices, innovative strategies and processes, and risk-mitigation approaches.

For more information, please visit the KORIED Global Summit event page.

The Future of Investing: Sustainability and ESG Integration

With 2020 underway, sustainable investing continues to be a trending topic, although the concept of incorporating environmental, social, and governance (ESG) metrics into an investment thesis is not new. ESG integration is returns-focused and incorporates long-term sustainability factors into the investment research process to identify companies with higher return potential.

In this white paper, we examine the current ESG landscape, including the various movements that have preceded ESG integration, recent strides by American corporations, fiduciary guidance, and the growing response by investment managers to meet investor demand, especially in reporting and performance measurement. We also present our approach to incorporating ESG into our manager evaluation process and the best practices our team looks for when performing due diligence for ESG-mandated strategies.

Read > The Future of Investing: Sustainability and ESG Integration

 

The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.

Nat Kellogg Quoted on Emerging, Diverse Managers

On May 24, Nat Kellogg, director of manager search, was quoted in a FundFire article on an emerging managers merger, and diverse managers more specifically. More institutional clients want to include diverse managers as part of investment manager searches. As Nat pointed out, the term “diverse managers” is commonly used to differentiate firms owned by women and minorities from the broader category of “emerging managers,” which refers to manager start-ups overall, regardless of ownership.

“There is an increase in interest from Taft-Hartley clients who say our membership looks more and more diverse and we want our investment managers to reflect that, but also the endowment and foundation clients,” Nat said. This is especially true of endowments and foundations that have built out a focus on environmental, social, and governance (ESG) investing.

According to eVestment data used by Marquette, around 225 asset managers in the U.S. are listed as women- and minority-owned businesses. As FundFire highlighted, Marquette hosts an annual outreach event and has an open-door policy with diverse managers — in addition to providing feedback to firms who fail to win a mandate.

“One challenge we’ve seen in the space is a lot of groups out there have built a business around U.S. active equities which have faced headwinds from passive management,” Nat said. “We’ve suggested to folks to move away from U.S. large-cap active equities and to do more fixed income, international and small-cap strategies — areas where we still see institutional activity for active management.”

FundFire also covered Marquette’s perspective on the growing use of emerging and diverse managers by endowments and foundations — and manager challenges in connecting with them — in an article last year. Investment consultant Kweku Obed commented that these institutions are a logical next step for emerging managers, as most of their business comes from public funds and they’ve had success there. The article echoed points Kweku made in a recently published newsletter that addressed challenges and opportunities diverse managers face engaging with the broader institutional investor community.

Many diverse managers don’t have the marketing bandwidth to reach the right institutions. The solution often lies with plan sponsors and the investment manager search functions of investment consultants. The July 2017 Investment Perspectives newsletter, Don’t You Know, We’re Talking About An Evolution?, contributed to the institutional investor community conversation on the measurable benefits of incorporating diverse investment firms by exploring solutions to some of these top challenges.

To read the most recent article, visit the FundFire website (subscription required). The previous article can be found on the FundFire website here.

Marquette Speaking at AIMSE 2018 Annual Conference 5/1

On Tuesday, May 1, Julianna Paterra, CAIA, will be speaking at the Association of Investment Management Sales Executives’ (AIMSE) 41st Annual Marketing & Sales Conference in Miami.

As a Consultant Roundtable speaker, Julianna will engage in lively discussions with participants 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.

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 AIMSE event page.