2019 Investment Symposium

June 04, 2019

Friday, October 4, 2019
8:00 AM – 2:00 PM

Marquette clients – Please join us at our annual Investment Symposium to discuss the current market environment, emerging investment themes, and investment stewardship challenges in the year ahead. In addition to our keynote, the event will feature a panel of portfolio managers and six flash talks by our research team that will brief attendees on popular topics and encourage timely conversations with our investment consultants.

Agenda 

8:00 – Registration Open/Breakfast
8:45 – Welcome and Opening Remarks by Brian Wrubel
9:00 – A Prism of Capital Market Views: Portfolio Manager Panel featuring:

John W. Rogers, Jr., Chairman, Co-CEO & Chief Investment Officer at Ariel Investments
Olga Bitel, Partner and Global Strategist at William Blair
Matthew J. Eagan, CFA, Executive Vice President and Portfolio Manager at Loomis, Sayles & Company 

10:00 – Break
10:15 – Flash Talks: Session 1

The Investment Case Behind ESG Investing and Implementation in Practice
Nat Kellogg, CFA, Director of Manager Search, Managing Partner

Beyond Traditional Real Estate: Exploring Opportunities in Non-Core Real Estate
Jeremy Zirin, CAIA, Senior Research Analyst, Real Assets

So Many Risks, So Little Time: What’s Next in Global Risk?
Nicole Johnson-Barnes, Research Analyst

11:00 – Break
11:15 – Flash Talks: Session 2

U.S. Against the World: Should Investors Still Own International Stocks?
David Hernandez, CFA, Senior Research Analyst, Non-U.S. Equities
Samantha T. Grant, CFA, CAIA, Senior Research Analyst, U.S. Equities

Machine Learning for Investing: How is Artificial Intelligence Being Used in Asset Management?
Ben Mohr, CFA, Director of Fixed Income

Pick Your Portfolio Poison: Recession or Inflation?
Greg Leonberger, FSA, EA, MAAA, Director of Research, Managing Partner

12:00 – Keynote Presentation by Mohamed El-Erian, Chief Economic Advisor at Allianz, Chair of President Obama’s Global Development Council, author of two New York Times bestsellers, and former CEO and co-CIO of PIMCO

2:00 – Adjourn

Please note our new location:

The Standard Club
320 S. Plymouth Court
Chicago, Illinois 60604
Tel: (312) 427-9100
Business casual attire required.