2023 Investment Symposium

April 13, 2023

Friday, September 15, 2023
8:00 AM – 2:00 PM

Marquette clientsWe 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.



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 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

10:00 Break

What Might De-Dollarization and De-Globalization Mean for Equity Markets?
David Hernandez, CFA, and Evan Frazier, CFA, CAIA

Private Markets: Opportunities Across the Capital Structure
Hayley McCollum, and Brett Graffy, CAIA

Is it Time to Re-Assess Portfolio Objectives?
Greg Leonberger, FSA, EA, MAAA, FCA

11:00 Break

Should Investors “Add” to their Core Bond Allocations?
Frank Valle, CFA, CAIA, and Greg Leonberger, FSA, EA, MAAA, FCA

Getting Real: Current Outlook for Real Estate
Griffin Gildea and Brett Graffy, CAIA

The Consultant View: Lessons, Recommendations, and Anecdotes
Nat Kellogg, CFAAimee O’Connor, CFP®, and Mike Piotrowski, CAIA

12:00pm Lunch Break

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) 

2:00 Adjourn



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

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