2015 Investment Symposium

February 16, 2015


Friday, October 16, 2015
8:00 AM – 2:00 PM

Marquette Clients – Please join us for our 4th Annual Investment Symposium to discuss the current market environment, emerging investment themes and investment stewardship challenges in the year ahead. This year’s symposium features a new “flash talk”​ session format designed to brief attendees on more popular topics in less time and encourage timely conversations with investment consultants.

RSVP online via the invitation email, by calling us at (312) 527-5500, or email us at rsvp@marquetteassociates.com.



8:00 AM
Registration Open/Breakfast

8:30 AM
Welcome and Opening Remarks
Brian Wrubel, President & CEO

9:00 AM
Opening Keynote
Brian D. Singer, CFA
Partner, Head of Dynamic Allocation Strategies
William Blair & Company

10:00 AM
Flash Talks Session 1

Strategic vs. Tactical Asset Allocation – U.S. Equities (Watch Video)
Greg Leonberger, FSA, EA, MAAA, Director of Research, Managing Partner

Making Sense of Oil and Energy Prices (Watch Video)
Olu Rosanwo, CAIA, Senior Research Analyst

International Headlines: Short Term Noise or Long Term Impact?
(Watch Video)
David Hernandez, Senior Research Analyst


11:00 AM
Networking Break

11:15 AM
Flash Talks Session 2

Hedge Funds – Still a Good Idea? (Watch Video)
Nat Kellogg, CFA, Associate Director of Research

The Outlook for Future Bond Market Liquidity and Potential Implications
(Watch Video)
Ben Mohr, CFA, Senior Research Analyst

Hiring/Firing Managers – Why Investors Get It Wrong (Watch Video)
Kelli Schrade, CAIA, Director of Manager Research, Managing Partner


12:15 PM
Networking Break

12:30 PM
Keynote Luncheon
Frank Abagnale
World-Renowned Fraud Prevention Expert
Acclaimed Subject of Catch Me If You Can

2:00 PM


Union League Club
65 W Jackson Blvd
Chicago, Illinois 60604
Tel: (312) 427-7800Business casual attire required. More information about their dress code can be found here.

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