Marquette Speaking at Ohio Institutional Forum 3/2

January 31, 2023

On Thursday, March 2, Evan Frazier, CFA, CAIA, and Frank Valle, CFA, CAIA will be speaking at the 9th Annual Ohio Institutional Forum hosted by Markets Group in Columbus, Ohio.

Evan will be joining a panel entitled, “The Great Equity Debate: The Institutional View on Stock Markets,” with several industry professionals. Amidst slowing global growth, increasing margin compression, and the challenging backdrop of high inflation and high interest rates, investors are approaching their equity allocations and investments in a number of different ways. This panel will address the key topics up for debate and the implications for long-term institutional investors. This includes the value vs. growth argument, the impact of the energy price shock on equity markets, areas and themes for outperformance in developed and emerging markets, strategies for protecting against volatility, inflation-aware strategies for stocks, and the integration of ESG in the equity’s investment process.

Frank will be joining a panel entitled, “Fixed Income: Reassessing the Asset Class in Uncertain Times.” Inflationary pressures and higher interest rates are causing investors to reconsider how they are allocating to traditional fixed income. Are investors increasing their risk tolerances? Where is risk being most compensated, and is it worth it? What are the dominant forces driving yield in the sub asset classes? The panel examines new and sometimes unexpected ways of viewing the traditional asset class.

The Ohio Institutional Forum brings together the Ohio institutional investment community and is designed to enable genuine peer-to-peer learning and networking. For more information, please visit the event page.