Marquette Speaking at Institutional Investor 2025 Roundtable for Consultants & Institutional Investors 10/8

August 11, 2025

On Wednesday, October 8, Nat Kellogg, CFA and Frank Valle, CFA, CAIA will be speaking at Institutional Investor’s 2025 Roundtable for Consultants & Institutional Investors in Chicago.

Nat will be joining a panel entitled, “Consultant CEO/CIO Perspective: Keep Calm & Carry On – Steering Through Volatility,” discussing the following questions:

• It’s been an interesting year…. What are your biggest takeaways, surprises, and/or lessons learned?
• Are your approaches to risk and asset allocation changing in this environment? How are you advising your clients for the near and longer term? How to form long-term return expectations amid such heightened uncertainty and volatility? How to prioritize investments/assets to invest in?
• Beyond diversification, how do you mitigate volatility in portfolios? What does a resilient portfolio look like today?
• What investment opportunities are you most/least excited about? Are there opportunities emerging from the shifting market dynamics that you are paying particular attention to?
• How are you viewing the ‘democratization’ of private markets? Will this unlock more opportunities for institutional investors or limit them?
• Have your manager selection processes changed, or do you anticipate them changing? If so, why and how?
• At this event last year we discussed the evolving role of investment consultants and the growing scope of asset owner needs: how has this conversation moved forward over this past 12 months?
• How are you viewing continued consolidation within the investment consulting and the asset management industries? What are the implications for allocators?
• Are you approaching 2026 with optimism or pessimism? What is one piece of professional advice that you would give the allocators in the audience?

Frank will be co-leading a session entitled, “Think Tank: Balancing Liquidity and Diversification in Fixed Income Portfolios.”

The Roundtable for Consultants & Institutional Investors will offer insights from leading industry experts and a forum for valuable exchanges with peers. For more information, please visit the event webpage.