Greg Leonberger Featured on Dakota Live! Podcast

June 05, 2023

Recorded earlier this year, Director of Research and Managing Partner Greg Leonberger, FSA, EA, MAAA, FCA‘s Dakota Live! Allocator Interview is now available for viewing.

Greg spoke with Chris O’Grady, CIO and Partner at dakota, and Tim Dolan, Vice President, Institutional Sales, in the interview, titled “Building Client Trust.” Dakota Live! general calls allow listeners to access in-depth information about investment allocators through a live interview reviewing each allocator’s current needs, the details of their platform, key analysts, and their outlook on the industry.

Greg Leonberger is the Director of Research for Marquette Associates. Greg is responsible for creating the firm’s capital markets research and directing investment strategy and policies. He also serves as the chair of the investment committee. A partner of the employee-owned firm, Greg has been with the company since 2008. Greg joins us at Dakota Live! to take us through Marquette Associates’ manager research process and what they look for in asset management partners. Join us to learn how the firm’s approach to client service has made Marquette Associates so successful over the years.

For more information, please visit the Dakota Live! website.

 

This does not constitute an offer to sell, or a solicitation of an offer to buy, any interest in any investment vehicle, and should not be relied on as such. Marquette is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Marquette including our investment strategies, fees and objectives can be found in our ADV Part 2/Form CRS, which are available upon request and on our website. Forward-looking statements cannot be guaranteed. Past performance is not indicative of future results. Investing comes with risk. The content herein is not an endorsement nor a testimonial for Marquette.

Related Content

01.09.2025

Marquette Views on 2025 Traditional Investments Outlook Featured on Nonprofit News

Published January 9, Director of Research and Managing Partner Greg Leonberger, FSA, EA, MAAA, FCA was interviewed for…

02.12.2025

Marquette Views on Concentration Risk in 2025 Featured on FundFire

Published February 11, Director of Research and Managing Partner Greg Leonberger, FSA, EA, MAAA, FCA was interviewed…

03.27.2025

Amy Miller Speaking at NASP 2025 Financial Services Conference 6/3

On Tuesday, June 3, Amy Miller will be speaking at the National Association of Securities Professionals (NASP)…

03.03.2025

Tim Burdick and Nat Kellogg Speaking at Community Foundation of Middle Tennessee Event 4/9

On Wednesday, April 9, Tim Burdick, CFA and Nat Kellogg, CFA will be speaking…

02.14.2025

Marquette Speaking at 2025 Midwest Institutional Forum 4/9–10

On April 9–10, Greg Leonberger, FSA, EA, MAAA, FCA, Jessica Noviskis, CFA,

04.03.2025

Kweku Obed Speaking at COLAB Connects Capital Connection 4/8

On Tuesday, April 8, Kweku Obed, CFA, CAIA will be speaking at COLAB Connects’ Capital Connection: Spotlight on Small and…

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 >