Announced yesterday by eVestment, Nat Kellogg, CFA will be joining their inaugural consultant advisory board. As…
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.
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
The Standard Club
320 S. Plymouth Court
Chicago, Illinois 60604
Tel: (312) 427-9100
Business casual attire required.
An article by Marquette investment consultant and managing partner Linsey Schoemehl Payne was featured in the April 2021 edition…
CHICAGO, April 29, 2020 – Marquette Associates, Inc. has been designated as a 2019 Greenwich Quality Leader within the large…
On Friday, May 7th, Mike Piotrowski, CAIA will be speaking at the 2021 Illinois Public Pension…
Ben Mohr, CFA will be participating in two events as part of Institutional Investor’s Redefining Fixed…
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 >