01.09.2025
Marquette Views on 2025 Traditional Investments Outlook Featured on Nonprofit News
Published January 9, Director of Research and Managing Partner Greg Leonberger, FSA, EA, MAAA, FCA was interviewed for…
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
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