2023 Investment Symposium

September 22, 2023 | Greg Leonberger, FSA, EA, MAAA, FCA, Director of Research, Managing Partner

Watch the flash talks from Marquette’s 2023 Investment Symposium livestream on September 15 in the player below — use the upper-right list icon to access a specific presentation.

 

• What Might De-Dollarization and De-Globalization Mean for Equity Markets?
  David Hernandez, CFA and Evan Frazier, CFA, CAIA
• Private Markets: Opportunities Across the Capital Structure
  Hayley McCollum and Brett Graffy, CAIA
• Is it Time to Re-Assess Portfolio Objectives?
  Greg Leonberger, FSA, EA, MAAA, FCA
• Should Investors “Add” to their Core Bond Allocations?
  Greg Leonberger, FSA, EA, MAAA, FCA and Frank Valle, CFA, CAIA
• Getting Real: Current Outlook for Real Estate
  Griffin Gildea and Brett Graffy, CAIA
• The Consultant View: Lessons, Recommendations, and Anecdotes
  Nat Kellogg, CFA, Aimee O’Connor, CFP®, and Mike Piotrowski, CAIA

Please feel free to reach out to any of the presenters should you have any questions.

 

The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. Past performance is not indicative of future results. For full disclosure information, please refer to the end of each presentation. Marquette is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Marquette including our investment strategies, fees and objectives can be found in our ADV Part 2, which is available upon request.