2022 Investment Symposium

July 18, 2022

Friday, September 23, 2022
8:00 AM – 2:00 PM

Marquette clients – We hope you’ll join us at our annual Investment Symposium! This year’s event will be held in person in Chicago and virtually via livestream.

We’re excited to welcome Dr. Jean Twenge for our morning keynote analyzing generational differences with a focus on marketing trends among Gen Z. Marquette’s research team will then take the stage, featuring an In Context Conversation covering 2022 and beyond and three flash talks discussing timely investment topics. Rounding out the day, Ted Seides will join Nat Kellogg, Marquette’s President and Director of Manager Search, for a conversation spanning Ted’s experience, expertise, and insights from nearly three decades in the industry as our main presentation.



All times in Central Time

Livestream will begin at 8:30
Breakfast served until 10:00

8:45 WELCOME REMARKS by Brian Wrubel, CEO

9:00 MORNING KEYNOTE by Dr. Jean Twenge
Professor of Psychology at San Diego State University and author of iGen: Why Today’s Super-Connected Kids Are Growing Up Less Rebellious, More Tolerant, Less Happy—and Completely Unprepared for Adulthood

10:00 Break

An Investor’s Roadmap for 2022 and Beyond
Greg Leonberger, Jessica Noviskis, David Hernandez, Evan Frazier, and Frank Valle

10:45 Break

Fixed Income Alternatives: Delivering Returns in an Uncertain Environment
Brett Graffy and Chad Sheaffer

Pricing Power: The Relationship Between Inflation and ESG
Linsey Schoemehl Payne and Ibrahim Rashid

2022 Crypto Crash: Boom or Bust?
Greg Leonberger and Nic Solecki

12:00pm Lunch Break

12:45 TED SEIDES in conversation with Nat Kellogg, President, Director of Manager Search
Host of Capital Allocators Podcast; best-selling author; asset management thought leader; Founder and Former Co-CIO of Protege Partners




The Union League Club
65 W. Jackson Blvd.
Chicago, IL 60604
(312) 427-7800

Related Content


Nat Kellogg Speaking at eVestment Institutional Trends Quarterly Webcast 12/5

On Tuesday, December 5, Nat Kellogg, CFA will be joining Nasdaq eVestment’s quarterly Institutional Trends Webcast. Nat…


Marquette Manager Due Diligence Featured on Nonprofit News

Published November 8, Linsey Schoemehl Payne, Chief Compliance Officer and Managing Partner, was interviewed for “


Greg Leonberger Featured on Dakota Live! Podcast

Recorded earlier this year, Director of Research and Managing Partner Greg Leonberger, FSA, EA, MAAA, FCA‘s Dakota Live!…


Glenn Ross Named to The Daily Record’s 2023 Banking and Financial Services Power List

Announced July 31, Glenn E. Ross was named to The Daily Record’s 2023 Banking and Financial Services Power…


Patrick Wing and Sam Frymier Speaking at PSACC Fall Conference 11/17

On Friday, November 17th, Patrick W. Wing, CFA, CIPM, and Sam Frymier will be speaking…


Patrick W. Wing Speaking at PAPERS’ Fall Conference 11/8

On Wednesday, November 8, Patrick W. Wing, CFA, CIPM will be speaking at the Pennsylvania Association of…

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 >