Firm Update
Firm Update
Latest Updates
September 13, 2013

2013 Marquette Investment Symposium


Friday, September 13, 2013 — 8:00 AM - 2:00 PM

Marquette clients – Please join us to discuss the current market environment, emerging investment themes and investment stewardship challenges on the road ahead. 


WESTIN RIVER NORTH
Located in Downtown Chicago
Discounted hotel rooms are available

Welcome Reception at Our Chicago Office
Thursday, September 12, 5:00 - 6:30 PM



Agenda


8:00 - 8:30 AM
 
Registration Open/Breakfast
 
 
8:30 - 8:45 AM
 
Welcome and Opening Remarks
           
Brian Wrubel, CEO/President
 
 
8:45 - 9:30 AM
 
Current Investment Environment   
 
Bob Browne, Chief Investment Officer, Northern Trust Global Investments
Bhaskaran Swaminathan, Ph.D., Director of Research, LSV Asset Management
Moderator: Greg Leonberger, FSA, EA, MAAA, Director of Research 
 
9:30 - 9:45 AM
 
Networking Break
 
 
9:45 - 10:30 AM
Breakout Session 1 - Choose One of the Two Topics
 
Emerging Trends in Alternative Asset Classes (Watch Video)
 
Greg Leonberger, FSA, EA, MAAA, Director of Research
Nat Kellogg, CFA, Associate Director of Research
Moderator: James Wesner, CFA, Senior Vice President
 
 
Emerging Market Opportunities 
           
Tom Salemy, CFA, Assistant Vice President
Catherine Hickey, Senior Research Analyst 
Moderator: Dave Smith, CFA, Senior Vice President 
 
 
10:45 AM - 11:30 AM
Breakout Session 2 - Choose One of the Two Topics

Stress Test and Spending Policies for Endowments (Watch Video)
           
Nat Kellogg, CFA, Associate Director of Research
Tom Salemy, CFA, Assistant Vice President
Moderator: Tim Fallon, CIMA®, Managing Director
 
 
Fixed Income Portfolios - What to Do?
           
Catherine Hickey, Senior Research Analyst
Elizabeth Francis, CIMA®, Senior Research Analyst
Moderator: Miguel Zarate, Senior Vice President 
 
 
11:45 AM - 12:30 PM 
Breakout Session 3 - Choose One of the Two Topics
 
The Road Ahead: Challenges in Tomorrow's Marketplace
 
William Atwood, Executive Director, Illinois State Board of Investment
Leo Harmon, CFA, Managing Director, Fiduciary Management Associates
Nichole Roman-Bhatty, CIMA®, Managing Partner 
Moderator: Kelli Schrade, CAIA, Managing Partner & Director of Manager Research
 
 
Is My Return Target Realistic? 
 
Jason Franken, FSA, EA, MAAA, Foster & Foster
Doug Oest, CAIA, Managing Partner
Moderator: Greg Leonberger, FSA, EA, MAAA, Director of Research

 
12:30 - 2:00 PM
 
Keynote Luncheon
 
Blind Spots - Research Examining Unethical Business Behavior
(Watch Video)
  
Dr. Ann Tenbrunsel, Professor of Business Ethics at the College of Business
Administration, University of Notre Dame; Director of the Institute for Ethical Business
 
Author and co-author of six books on the psychology of ethical decision making including recently published "Blind Spots - Why We Fail to Do What's Right and What to Do About It."


Westin River North 
320 N Dearborn St
Chicago, Illinois 60654
Tel: (312) 744-1900


View Larger Map