2017 Investment Symposium

July 09, 2017

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.


8:00 AM
Registration Open/Breakfast

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

9:00 AM
Opening Keynote

April Rinne
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

10:00 AM
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

10:45 AM
Networking Break

11:00 AM
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

11:45 AM
Networking Break

12:00 PM
Keynote Luncheon

Adam Braun
Founder, Pencils of Promise
Founder & CEO, MissionU
Bestselling Author, The Promise of a Pencil: How an Ordinary Person Can Create Extraordinary Change

2:30 PM

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.

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