Evan Frazier Speaking at Private Wealth Midwest Forum 8/9

July 20, 2023

On  Wednesday, August 9, Evan Frazier, CFA, CAIA will be speaking at the Private Wealth Midwest Forum hosted by Markets Group in Chicago.

Evan will be moderating a panel entitled, “The Equity Equation: Evaluating Impact on Portfolios,” described as follows: The growth of the U.S. and global economy and inflation are highly uncertain. This panel will endeavor to answer how those in private wealth can build an all-weather portfolio and answer the following questions:

  • Will macro conditions continue to drive value vs. growth?
  • Will large-cap hold up better than small-cap? Does it depend more on economic conditions or starting valuation?
  • Does U.S. exceptionalism still apply or are international stocks (and currencies) too cheap to ignore?

The 7th Annual Private Wealth Midwest Forum will bring together family offices, RIAs, wealth managers, private banks, and asset managers in the region to discuss pressing issues. For more information, please visit the event webpage.

Related Content

08.09.2023

Ryan P. Tracy Speaking at Colorado RIA Summit 9/28

On Thursday, September 28, Ryan P. Tracy, CFP® will be speaking at the Colorado RIA Summit hosted…

06.30.2023

Ryan P. Tracy Speaking at Private Wealth Mountain States Forum 9/21

On Thursday, September 21, Ryan P. Tracy, CFP® will be speaking at the Private Wealth Mountain States Forum…

07.18.2022

2022 Investment Symposium

Friday, September 23, 2022 8:00 AM…

07.26.2022

Evan Frazier Speaking at Private Wealth Midwest Forum 8/11

On Thursday, August 11th, Evan Frazier, CFA, CAIA will be speaking at Markets Group’s Private Wealth Midwest Forum…

09.22.2020

Marquette Speaking at Family Wealth Alliance Virtual 2020 Alliance Fall Forum 10/22

On Thursday, October 22nd, Marquette will be participating in, “RESILIENCE: Thriving in Extraordinary Times,” a virtual forum hosted by The Family…

05.14.2020

Aimee O’Connor Quoted on RIA Services

On May 14, Aimee O’Connor, CFP®, was quoted in a FundFire article on the growth of Registered…

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 >