Marquette Speaking at Connex 7th Strategic Investment Sector Meeting 12/3

November 26, 2012

On Monday, December 3rd, Kelli Schrade will be speaking at Connex International’s 7th Strategic Investment Sector Meeting on the topic of investment manager search. She will lead the following panel discussion.

Manager Due Diligence and Selection
Selecting and monitoring good money managers is one of the largest challenges facing institutional investors today. Plan sponsors are facing a unique opportunity to gain a greater level of transparency than ever before. This panel will discuss best practices and innovative approaches on the following:

  • Sorting through the sea of managers to find best in class
  • Employing custom benchmarks for better monitoring
  • How to avoid common pitfalls

Panel Members:

  • Kelli Schrade, Managing Partner, Marquette Associates (moderator)
  • Natalie Jenkins Sorrell, Investment Officer, Employees’ Retirement Fund of the City of Dallas
  • Matt Peden, Director of Portfolio Management, GuideStone Capital Management
  • Tom Tull, Director of Strategic Research, ERS of Texas

For more information, please visit the Connex website.

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