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.

 

Related Content

04.20.2021

Sustainable Investing Post-COVID Views Featured in Benefits Magazine

An article by Marquette investment consultant and managing partner Linsey Schoemehl Payne was featured in the April 2021 edition…

05.26.2021

Greg Leonberger and Kweku Obed Speaking at NCPERS 2021 Trustee Educational Seminar 6/9

On Wednesday, June 9th, Greg Leonberger, FSA, EA, MAAA and Kweku Obed, CFA, CAIA…

05.07.2021

David H. Smith Speaking at NAST 2021 Virtual Treasury Management Training Symposium 5/12

On Wednesday, May 12th, David H. Smith, CFA will be speaking at the National Association of State…

04.05.2021

Mike Piotrowski Speaking at 2021 IPPFA Illinois Pension Conference 5/7

On Friday, May 7th, Mike Piotrowski, CAIA will be speaking at the 2021 Illinois Public Pension…

12.16.2020

Tom Latzke Speaking at Opal Group Public Funds Summit 2/10

On Wednesday, February 10th,  Tom Latzke, CAIA will be speaking at the 2021 Virtual Public Funds…

01.06.2021

Linsey Schoemehl Payne Speaking at KORIED Plan Sponsor Virtual Educational Institute 1/20

On Wednesday, January 20th, Linsey Schoemehl Payne will be speaking at KORIED’s Plan Sponsor Virtual Educational Institute,…

More updates

Subscribe to Research Email Alerts

Research Email Alert Subscription

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.

Thank You

We appreciate your interest in Marquette Associates.

If you have questions or need further information, please contact us directly and we will respond to your inquiry within 24 hours.

Contact Us >