2014 Marquette Investment Symposium

July 21, 2014

Friday, September 12, 2014 — 8:00 AM – 2:00 PM

Marquette clients – Please join us to discuss the current market environment, emerging investment themes and investment stewardship challenges in the year ahead. RSVP online via the email invitation, by calling us at (312) 527-5500 or via email at rsvp@marquetteassociates.com.

Westin River North 
320 N Dearborn St
Chicago, Illinois 60654
Tel: (312) 744-1900
Discounted hotel rooms are available until 8/22

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8:00 – 8:30 AM

Registration Open/Breakfast
8:30 – 9:00 AM

Welcome and Opening Remarks
Brian Wrubel, President & CEO
9:00 – 10:00 AM

Opening Keynote
Michael Cembalest
Chairman of Market and Investment Strategy
J.P. Morgan Asset Management
10:00 – 10:15 AM

Networking Break
10:15 – 11:00 AM

Breakout Session 1 – Choose One of the Two Topics

Trends in Alternatives 2014
Greg Leonberger, FSA, EA, MAAA, Director of Research, Managing Partner

Nat Kellogg, CFA, Associate Director of Research

James Wesner, CFA, Managing Partner

Beyond Borders: International Investment Opportunities
David Hernandez, Senior Research Analyst

Ben Mohr, CFA, Senior Research Analyst

Miguel Zarate, Managing Partner

Tom Salemy, CFA, CAIA, Assistant Vice President

11:00 – 11:15 AM

Networking Break
11:15 AM – 12:00 PM

Breakout Session 2 – Choose One of the Two Topics

Manager Search: The Journey
Kelli Schrade, CAIA, Director of Manager Research, Managing Partner

Nichole Roman-Bhatty, CIMA®, Managing Partner

Geri Hansen, Managing Director & Chief Investment Officer, Attucks Capital Management

Portfolio Strategies for a Rising Interest Rate Environment
Ben Mohr, CFA, Senior Research Analyst

Kweku Obed, CFA, CAIA, Senior Vice President

Olu Rosanwo, CAIA, Senior Research Analyst

Greg Leonberger, FSA, EA, MAAA, Director of Research, Managing Partner
12:00 – 2:00 PM

Keynote Luncheon
Harry Kraemer, Jr.
Executive Partner, Madison Dearborn Partners
Clinical Professor, Kellogg School of Management, Northwestern University
Former Chairman & CEO, Baxter International, Inc.

Author of “From Values to Action: The Four Principles of Values-Based Leadership”

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