Topic Tags: Investment Symposium

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.

The Impact of Technological Innovation on the U.S. Equity Market and the Value-Growth Continuum

2018 Investment Symposium flash talk by Samantha T. Grant, CFA, CAIA

Since the 2008 financial crisis, investors have flocked to new and innovative growth stocks over more traditional and seemingly boring value stocks. This is not the first time investors have favored growth over value, and surely it will not be the last. In this session, we will discuss what makes the current growth cycle different from previous growth cycles, the companies at the forefront of the technology wave and what could cause the market to reverse course and favor value over growth.

A summary of this flash talk can be downloaded here.

Evolving Private Market Landscape: The Institutional Shift from Public to Private Markets

2018 Investment Symposium flash talk by Derek Schmidt, CFA, CAIA

Investors are adapting to an investment landscape altered by a 46% decline in the number of publicly traded companies and the emergence of less expensive passive investment opportunities. These changes have shifted record levels of capital into private equity as investors have pursued attractive investment opportunities in small companies. We will discuss how the private equity market has responded to increased investor demand and will attempt to identify where institutional allocations may be headed and where to find the best opportunities for returns within this increasingly diversified private market.

A summary of this flash talk can be downloaded here.

The Financial Crisis: A Decade Later

2018 Investment Symposium flash talk by Nat Kellogg, CFA

Ten years after the collapse of Lehman Brothers and the worst economic downturn since the Great Depression, we look back at the key factors that caused the crisis and reexamine the significant events of 2008. Now, a decade later, we will highlight the critical issues exposed by the crisis, including those that have been resolved and those that remain unaddressed and still pose risks for investors.

A summary of this flash talk can be downloaded here.

2017 Investment Symposium Briefing

A quick recap of the 2017 Investment Symposium — from CEO Brian Wrubel’s opening remarks to the keynotes and flash talks. This year’s symposium covered the current market environment, emerging investment themes and investment stewardship challenges in the year ahead. Our flash talk format is designed to brief clients on pressing topics and encourage timely conversations with investment consultants.

Full keynote and flash talk videos available on demand:

Retail Therapy: The Amazon Effect


Flash talk by Jeremy Zirin, CAIA, at Marquette’s 2017 Investment Symposium

Amazon and e-commerce have reshaped the retail landscape. From the “death of the mall” to online shopping to personalized shopping experiences using technology, the headlines all seem to declare doom and gloom. But is change a good thing? Will brick and mortar actually ever be totally replaced? What companies and industries are benefitting from the disruption?

U.S. vs. Non-U.S. Equity Allocation: Does Parity Make Sense?


Flash talk by David Hernandez, CFA, at Marquette’s 2017 Investment Symposium

In this session, we cover U.S. vs. non-U.S. equity allocation. Starting with the basics in determining an equity allocation, we examine both the historical and projected risk/return analysis for U.S. and non-U.S. equity. What are different types of investors doing with their equity allocations? How does diversification improve the risk/return profile? Are we nearing the end of the U.S. outperformance cycle?