Topic Tags: Investment Symposium

2023 Investment Symposium

Watch the flash talks from Marquette’s 2023 Investment Symposium livestream on September 15 in the player below — use the upper-right list icon to access a specific presentation.

 

Please feel free to reach out to any of the presenters should you have any questions.

 

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. Past performance is not indicative of future results. For full disclosure information, please refer to the end of each presentation. 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, which is available upon request.

Livestream Videos: 2022 Investment Symposium

The presentations by our research team from Marquette’s 2022 Investment Symposium livestream on September 23rd are now available. Please feel free to reach out to any of the presenters should you have any questions.

View each talk in the player above — use the upper-right list icon to access a specific presentation.

 

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. Past performance is not indicative of future results. For full disclosure information, please refer to the end of each presentation. 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, which is available upon request.

Live Videos: 2019 Investment Symposium Presentations

The six flash talks by our research team at Marquette’s 2019 Investment Symposium on October 4th are now available to view on our YouTube channel.

View each talk in the player above — use the upper-right list icon to access a specific presentation.

  • The Investment Case Behind ESG Investing and Implementation in Practice
    Nat Kellogg, CFA, Director of Manager Search, Managing Partner
  • Beyond Traditional Real Estate: Exploring Opportunities in Non-Core Real Estate
    Jeremy Zirin, CAIA, Senior Research Analyst, Real Assets
  • So Many Risks, So Little Time: What’s Next in Global Risk?
    Nicole Johnson-Barnes, Research Analyst
  • U.S. Against the World: Should Investors Still Own International Stocks?
    David Hernandez, CFA, Senior Research Analyst, Non-U.S. Equities
    Samantha T. Grant, CFA, CAIA, Senior Research Analyst, U.S. Equities
  • Machine Learning for Investing: How is Artificial Intelligence Being Used in Asset Management?
    Ben Mohr, CFA, Director of Fixed Income
  • Pick Your Portfolio Poison: Recession or Inflation?
    Greg Leonberger, FSA, EA, MAAA, Director of Research, Managing Partner

Marquette encourages open dialogue with our consultants and research team. For more information, questions, or feedback, please send us an email.

 

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. 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, which is available upon request.

Luncheon Keynote with Mohamed El-Erian


Excerpts from Mohamed El-Erian’s Keynote Presentation at Marquette’s 2019 Investment Symposium

Mohamed El-Erian is Chief Economic Advisor at Allianz, Chair of President Obama’s Global Development Council, author of two New York Times bestsellers, and former CEO and co-CIO of PIMCO

Please contact your consultant or send our marketing team an email for the password to view the excerpts.

 

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. 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, which is available upon request.

A Prism of Capital Market Views: Portfolio Manager Panel

Marquette’s 2019 Investment Symposium opened with a portfolio manager panel hosted by Marquette’s director of research, Greg Leonberger, FSA, EA, MAAA, and featuring:

  • John W. Rogers, Jr., Chairman, Co-CEO & Chief Investment Officer at Ariel Investments
  • Olga Bitel, Partner and Global Strategist at William Blair
  • Matthew J. Eagan, CFA, Executive Vice President and Portfolio Manager at Loomis, Sayles & Company

 

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. 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, which is available upon request.

2018 Investment Symposium Briefing

Our 2018 Investment Symposium speakers summarize their presentations — from CEO Brian Wrubel’s opening remarks to the keynotes and flash talks.

The symposium covered the current market environment, emerging investment themes and investment stewardship challenges in the year ahead. The event featured six flash talks designed by our research team to brief clients on relevant topics and encourage timely conversations with investment consultants.

All keynote and flash talk videos are now available on demand:

 

Market Impact of Evolving U.S. Policies

2018 Investment Symposium flash talk by Greg Leonberger, FSA, EA, MAAA

In this session, Greg explores the effects of various policy changes in the U.S. and how they could impact investor portfolios. In particular, we examine the effects of tax reform, U.S.-China tariff escalation and finally, the upcoming mid-term elections. While the ultimate impact of each is not yet known, we highlight trends and sensitivities that can help guide prudent portfolio decisions in the coming months.

A summary of this flash talk can be downloaded here.

Deciphering the Bond Markets: How Much Duration and Credit Risk Should I Take?

2018 Investment Symposium flash talk by Ben Mohr, CFA

Given the current fixed income environment of rising rates and tight credit spreads, investors are questioning how much interest rate risk and credit risk they should hold in their portfolios. This session addresses the questions of how much duration (interest rate risk) and credit risk investors should take by examining current market conditions, anticipated changes, and an overall assessment of where we are in the credit cycle.

A summary of this flash talk can be downloaded here.

Getting “A” Share of the Chinese Market

2018 Investment Symposium flash talk by David Hernandez, CFA

This year, index provider MSCI began including China A-shares in the emerging markets equity index. While A-shares currently only constitute 0.8% of the benchmark, we expect that number to grow over time. In this flash talk, we will discuss what China A-shares are and how U.S. investors have traditionally accessed the Chinese market. We will review how A-shares are different from other Chinese investments, why institutional investors should take note of them and what the future may look like given their potential to impact institutional portfolios.

A summary of this flash talk can be downloaded here.