2016 Investment Symposium

April 22, 2016

Friday, September 30, 2016
8:00 AM – 3:00 PM

Marquette clients – Please join us for our 5th Annual Investment Symposium to discuss the current market environment, emerging investment themes and investment stewardship challenges in the year ahead. In addition to our two keynotes, two flash talk sessions will brief attendees on popular topics 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

8:45 AM
Welcome and Opening Remarks
Brian Wrubel, President & CEO

9:00 AM
Opening Keynote

James A. Bianco
President, Bianco Research

10:00 AM
Flash Talks Session 1

Election Years and Market Performance
Nat Kellogg, CFA, Director of Alternatives, Managing Partner

Core Fixed Income: Behind the Label
Ben Mohr, CFA, Senior Research Analyst, Fixed Income

Brexit: Market Reaction and Potential Impact
David Hernandez, Senior Research Analyst, International Equities

Q&A

10:45 AM
Networking Break

11:00 AM
Flash Talks Session 2

The Changing Landscape of Active Management for U.S. Equities
Kelli Schrade, CAIA, Director of Manager Research, Managing Partner

The Demographics of Real Estate Investments
Jeremy Zirin, CAIA, Senior Research Analyst, Real Assets

Is My Return Target Realistic?
Greg Leonberger, FSA, EA, MAAA, Director of Research, Managing Partner

Q&A

11:45 AM
Networking Break

12:00 PM
Keynote Luncheon

Steven Levitt
Bestselling Author, Freakonomics Series
Renowned Economist

2:00 PM
Coffee Reception

3:00 PM
Adjourn