Friday, September 15, 2023
8:00 AM – 2:00 PM
Marquette clients – We hope you’ll join us at our 2023 Investment Symposium! This year’s event will be held in person in Chicago and virtually via livestream. To RSVP, please use our email invitation sent on July 11 or reach out to our marketing team.
We’re excited to welcome Frank Kelly as our opening presentation covering geopolitics and the current global market landscape. Marquette’s research team will then present several flash talks on timely investment topics, concluding with a consultant conversation sharing insights and experience from a career’s worth of client meetings. Rounding out the day, bestselling author Ben Mezrich will take the stage for our closing presentation.
8:00am REGISTRATION OPEN
Livestream will begin at 8:30
Breakfast served until 10:00
8:45 WELCOME REMARKS by Brian Wrubel, CEO
9:00 OPENING PRESENTATION by Frank Kelly in conversation with Nat Kellogg
Founder & Managing Partner, Fulcrum Macro Advisors; Senior Political Strategist for DWS; a Senior Advisor to The Scowcroft Group; member of the Council on Foreign Relations and the International Institute for Strategic Studies
Is it Time to Re-Assess Portfolio Objectives?
Greg Leonberger, FSA, EA, MAAA, FCA
12:00pm Lunch Break
12:45 CLOSING PRESENTATION by Ben Mezrich
New York Times bestselling author of twenty books, including “The Accidental Billionaires” (adapted into the David Fincher film The Social Network), “Bringing Down the House” (adapted into the #1 box office hit film 21), and “The Antisocial Network” (adapted into the forthcoming Dumb Money)
The Union League Club
65 W. Jackson Blvd.
Chicago, IL 60604
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