2021 Investment Symposium

July 21, 2021

Friday, November 12, 2021

8:00 AM – 2:00 PM

Marquette clients – Please save the date for our 2021 Investment Symposium to discuss the current market environment, emerging investment themes, and risks and opportunities in the year ahead. We’re excited to welcome Dr. Jean Twenge and Ted Seides as featured speakers, plus our research team will present two series of flash talks that will brief attendees on popular topics and encourage timely conversations with our investment consultants.

Full agenda and more details coming soon.


Morning Keynote by Dr. Jean Twenge
Dr. Twenge will present a behind-the-scenes look at how generations really differ, focusing on data trends in independence, technology, motivation, and mental health, with applications for investing and marketing.

Jean M. Twenge, Professor of Psychology at San Diego State University, is the author of more than 140 scientific publications and the books iGen: Why Today’s Super-Connected Kids Are Growing Up Less Rebellious, More Tolerant, Less Happy–and Completely Unprepared for Adulthood, Generation Me: Why Today’s Young Americans Are More Confident, Assertive, Entitled — and More Miserable Than Ever Before and The Narcissism Epidemic: Living in the Age of Entitlement (co-authored with W. Keith Campbell). Dr. Twenge frequently gives talks and seminars on teaching and working with today’s young generation based on a dataset of 11 million young people. Her audiences have included college faculty and staff, high school teachers, military personnel, camp directors, and corporate executives. Her research has been covered in Time, Newsweek, The New York Times, USA Today, U.S. News and World Report, and The Washington Post, and she has been featured on Today, Good Morning America, CBS This Morning, Fox and Friends, NBC Nightly News, Dateline NBC, and National Public Radio. She holds a B.A. and M.A. from the University of Chicago and a Ph.D. from the University of Michigan.


Ted Seides in Conversation
Mr. Seides will be joined by Nat Kellogg, Marquette’s President and Director of Manager Search, for a conversation spanning his experience, expertise, and insights from nearly three decades in the industry.

Ted Seides, CFA is the Founder of Capital Allocators LLC, which he created in 2016 to explore best practices in the asset management industry from the perspective of asset owners, asset managers, and interdisciplinary thought leaders. He hosts the Capital Allocators podcast, co-hosts Capital Allocators Summits, advises asset managers and allocators across audio content, investing, and business strategy, and is a columnist for Institutional Investor.

The Capital Allocators podcast has been downloaded 5 million times as of January 2021 and reaches a weekly audience of more than 50,000, including many of the world’s leading institutional investors and asset managers.

In March 2021, he published his second book, Capital Allocators: How the world’s elite money managers lead and invest to distill the lessons from the first 150 episodes of the podcast.

Previously, Ted was a founder and served as President and Co-Chief Investment Officer of Protégé Partners, LLC, where he spent 14 years leading the multi-billion-dollar alternative investment firm that invested in and seeded hedge funds. Ted began his career in 1992 under the tutelage of David Swensen at the Yale University Investments Office. He spent a summer job and two years after business school investing directly at three of Yale’s managers.

Along the way, Ted was featured in Top Hedge Fund Investors: Stories, Strategies, and Advice, authored So You Want to Start a Hedge Fund: Lessons for Managers and Allocators, and made a ten-year charitable bet with Warren Buffett pitting hedge funds against the S&P 500. You can hear Ted’s story in his own words on Capital Allocators Episodes 45 (It’s Not About the Money), 34 (Deep Dive on Hedge Funds), and 5 (The Bet with Buffett). Ted holds a B.A., Cum Laude, from Yale University and an M.B.A. from Harvard Business School.


Please note our new location:

The Palmer House, a Hilton Hotel
17 E. Monroe
Chicago, Illinois 60603
Tel: (312) 726-7500
Discounted guest rooms are on hold at the Palmer House, but we recommend booking soon to guarantee availability. Make a reservation online or by calling (877) 865-5321 and using our group code, MARQ.


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