Nonprofit Investment Symposium

June 04, 2012

Friday, September 14, 2012 – 8:00 AM – 2:00 PM

Nonprofit clients – Please join us for a discussion on the state of the global economic recovery, best practices in research and manager search, and emerging investment themes for the nonprofit investor.

Agenda
7:00 – 8:00 AM


Registration Open/Breakfast

8:00 – 8:15 AM


Welcome and Opening Remarks

Brian Wrubel, CEO/President
8:15 – 9:15 AM

Global Economic Outlook: Europe in Crisis, Global Recession, and the US Election
Jim McDonald, Chief Investment Strategist, Northern Trust

Steve Vogt, Ph.D., CIO, Mesirow Advanced Strategies

Gary Fencik, Partner, Adams Street

Moderator: Tim Burdick, CFA, Managing Director & Chief Investment Officer
9:15 – 9:30 AM


Networking Break

9:30 – 10:30 AM

Breakout session 1 – choose one of the two topics

Yin and Yang of Investment Manager Research – Qualitative vs. Quantitative Factors

Kelli Schrade, Managing Partner & Director of Manager Research

Eric Przbylinski, CAIA, Senior Research Analyst

Moderator: Tim Fallon, CIMA®, Managing Director

Emerging Trends in Alternative Asset Classes

Greg Leonberger, FSA, EA, MAAA, Director of Research

Nat Kellogg, CFA, Associate Director of Research
Moderator: James Wesner, CFA, Vice President
10:45 – 11:45 AM

Breakout session 2 – choose one of the two topics

Global Investing – Identifying Value in a Volatile Market

Tom Salemy, CFA, Senior Research Analyst

Dave Smith, CFA, Vice President

Moderator: Miguel Zarate, Senior Vice President

Seeking Income in a Low Rate Environment

Elizabeth Francis, CIMA®, Vice President

Tim Burdick, CFA, Managing Director & Chief Investment Officer

Moderator: Doug Oest, CAIA, Managing Partner
12:00 – 2:00 PM

Keynote Luncheon: Afsaneh Beschloss, CEO, Rock Creek Group and Former Treasurer and Chief Investment Officer, World Bank

Current Global Political and Economic Climate and its Impact on Institutional Investors

2:00 PM

Conference Adjourns

Hotel Monaco Chicago
225 North Wabash Avenue
Chicago, Illinois 60601
Tel: (312) 960-8500


View Larger Map

Related Content

01.14.2019

Marquette’s Ongoing Commitment to Building a Diverse Team and Industry Leaders

With each passing year, we continue to see compelling and thoughtful empirical research that highlights the strong case for all…

11.05.2018

The Chicago Transit Authority Retiree Health Care Trust RFP for International Developed Markets Small Cap Equity Manager

The Chicago Transit Authority Retiree Health Care Trust (“Trust”), a Section 115 Trust, is requesting proposals from investment management firms…

09.20.2018

2018 Investment Symposium

Friday, September 28, 2018 8:00 AM – 2:00 PM Marquette clients –…

10.03.2018

Nichole Roman-Bhatty Hosting Panel at RCRI Conference 10/31

Nichole Roman-Bhatty, CIMA®, will be hosting a panel at the Resource Center for Religious Institutes (RCRI) Conference…

08.18.2018

Jeremy Zirin speaking at Midwest Institutional Real Estate Investor Forum 10/17

On Wednesday, October 17, Jeremy Zirin, CAIA, will be speaking at the 3rd Annual Midwest Institutional Real Estate Investor…

07.09.2018

Nichole Roman-Bhatty Speaking at KORIED Global Summit 7/11

On Wednesday, July 11, Nichole Roman-Bhatty, CIMA®, will be speaking at the KORIED Global Summit in Coral Gables, FL. Nichole…

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 >