Marquette Speaking at Markets Group 2026 Mountain States Institutional Forum 3/4–5

December 08, 2025

On March 4 and 5, Ryan P. Tracy, CFP® and Frank Valle, CFA, CAIA will be speaking at the 13th Annual Mountain States Institutional Forum hosted by Markets Group in Denver.

On the 4th, Frank will be joining a panel entitled, “Fixed Income: Trends Shaping Today’s Landscape,” described as follows: Federal Reserve rate cuts are undetermined, but what will result from the Federal Reserve’s balance sheet and the U.S. government’s borrowing needs? Given this precarious moment in time, investors are left wondering what role bonds should play within their portfolios. This panel will aim to answer such key questions as:

• How are investors strategizing around rate movement in 2026?
• How quickly will the Fed reduce its balance sheet and for how long?
• How is the liquidity in the bond market and what is the impact on fixed income portfolios?

On the 5th, Ryan will be moderating the closing Chief Investment Officer Roundtable, which will bring together leading CIOs from across the financial industry to explore the evolving landscape of global markets, risk management, asset allocation strategies, and the future of institutional investing.

For more information, please visit the event webpage.