Friday, September 29, 2017
8:00 AM – 2:30 PM
Marquette clients – Please save the date for our 6th 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.
Welcome and Opening Remarks
Brian Wrubel, President & CEO
Global Authority on the New Economy: “Access Over Ownership” and the Sharing Economy
Trusted Adviser to Startups, Entrepreneurs and Policy Makers
Head of the Sharing Economy Working Group, World Economic Forum
Flash Talks Session 1
Impact of Policies & Politics on Portfolios
Nat Kellogg, CFA, Director of Manager Search, Managing Partner
Will the Fed “Normalize” My Investment Returns?
Ben Mohr, CFA, Senior Research Analyst, Fixed Income
It’s All About the Bitcoin: Dollars or Cryptocurrency?
Greg Leonberger, FSA, EA, MAAA, Director of Research, Managing Partner
Flash Talks Session 2
U.S. vs. Non-U.S. Equity Allocation: Does Parity Make Sense?s
David Hernandez, CFA, Senior Research Analyst, International Equities
Retail Therapy: The Amazon Effect
Jeremy Zirin, CAIA, Senior Research Analyst, Real Assets
Tales from the Road: A Consultant’s Perspective
Tim Burdick, CFA, Managing Director
Founder, Pencils of Promise
Founder & CEO, MissionU
Bestselling Author, The Promise of a Pencil: How an Ordinary Person Can Create Extraordinary Change
Union League Club
65 W Jackson Blvd
Chicago, Illinois 60604
Tel: (312) 427-7800
Discounted guest rooms available through 8/28
Business casual attire required. More information about their dress code can be found here.
Research alerts keep you updated on our latest research publications. Simply enter your contact information, choose the research alerts you would like to receive and click Subscribe. Alerts will be sent as research is published.
We respect your privacy. We will never share or sell your information.
If you have questions or need further information, please contact us directly and we will respond to your inquiry within 24 hours.Contact Us >