2013 Investment Symposium Briefing

November 19, 2013

Watch the video above for a briefing on the 2013 Marquette Investment Symposium, which covered the current market environment, emerging investment themes and investment stewardship challenges on the road ahead.

Sessions discussed:

• Fixed Income Portfolios – What to Do?
• Emerging Market Opportunities
• Current Investment Environment
• Emerging Trends in Alternative Asset Classes*
• Stress Test and Spending Policies for Endowments*
• The Road Ahead: Challenges in Tomorrow’s Marketplace
• Blind Spots – Research Examining Unethical Business Behavior*

* Full session video available (Marquette clients only — registration required)

Speakers featured:

• Brian Wrubel, Chief Executive Officer and President, Managing Director
• Bhaskaran Swaminathan, Ph.D., Director of Research, LSV Asset Management
• Nat Kellogg, CFA, Associate Director of Research
• Greg Leonberger, FSA, EA, MAAA, Director of Research
• Tom Salemy, CFA, Senior Research Analyst
• William Atwood, Executive Director, Illinois State Board of Investment
• Leo Harmon, CFA, Managing Director, Fiduciary Management Associates
• Dr. Ann Tenbrunsel, Professor of Business Ethics at the College of Business
  Administration, University of Notre Dame; Director of the Institute for Ethical Business

Save the date for the 2014 Marquette Investment Symposium on September 12, 2014.