2013 Marquette Investment Symposium

May 22, 2013

Friday, September 13, 2013 — 8:00 AM – 2:00 PM

Marquette clients – Please join us to discuss the current market environment, emerging investment themes and investment stewardship challenges on the road ahead.

WESTIN RIVER NORTH
Located in Downtown Chicago
Discounted hotel rooms are available

Welcome Reception at Our Chicago Office

Thursday, September 12, 5:00 – 6:30 PM

Agenda
8:00 – 8:30 AM

Registration Open/Breakfast
8:30 – 8:45 AM

Welcome and Opening Remarks
Brian Wrubel, CEO/President
8:45 – 9:30 AM

Current Investment Environment   
Bob Browne, Chief Investment Officer, Northern Trust Global Investments

Bhaskaran Swaminathan, Ph.D., Director of Research, LSV Asset Management

Moderator: Greg Leonberger, FSA, EA, MAAA, Director of Research
9:30 – 9:45 AM

Networking Break
9:45 – 10:30 AM

Breakout Session 1 – Choose One of the Two Topics

Emerging Trends in Alternative Asset Classes (Watch Video)

Greg Leonberger, FSA, EA, MAAA, Director of Research

Nat Kellogg, CFA, Associate Director of Research

Moderator: James Wesner, CFA, Senior Vice President

Emerging Market Opportunities 
Tom Salemy, CFA, Assistant Vice President

Catherine Hickey, Senior Research Analyst

Moderator: Dave Smith, CFA, Senior Vice President
10:45 AM – 11:30 AM

Breakout Session 2 – Choose One of the Two Topics

Stress Test and Spending Policies for Endowments (Watch Video)
Nat Kellogg, CFA, Associate Director of Research

Tom Salemy, CFA, Assistant Vice President

Moderator: Tim Fallon, CIMA®, Managing Director

Fixed Income Portfolios – What to Do?
Catherine Hickey, Senior Research Analyst

Elizabeth Francis, CIMA®, Senior Research Analyst

Moderator: Miguel Zarate, Senior Vice President
11:45 AM – 12:30 PM

Breakout Session 3 – Choose One of the Two Topics

The Road Ahead: Challenges in Tomorrow’s Marketplace
William Atwood, Executive Director, Illinois State Board of Investment

Leo Harmon, CFA, Managing Director, Fiduciary Management Associates

Nichole Roman-Bhatty, CIMA®, Managing Partner

Moderator: Kelli Schrade, CAIA, Managing Partner & Director of Manager Research

Is My Return Target Realistic? 
Jason Franken, FSA, EA, MAAA, Foster & Foster

Doug Oest, CAIA, Managing Partner

Moderator: Greg Leonberger, FSA, EA, MAAA, Director of Research
12:30 – 2:00 PM

Keynote Luncheon

Blind Spots – Research Examining Unethical Business Behavior
Dr. Ann Tenbrunsel, Professor of Business Ethics at the College of Business
Administration, University of Notre Dame; Director of the Institute for Ethical Business
Author and co-author of six books on the psychology of ethical decision making including recently published “Blind Spots – Why We Fail to Do What’s Right and What to Do About It.”

Westin River North 
320 N Dearborn St
Chicago, Illinois 60654
Tel: (312) 744-1900


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