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.
Agenda
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
Q&A
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
Q&A
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
Adjourn
| 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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