The ABCs of Investment Consulting

Описание: Troutwood Live: Speaker Series
Host: Gene Natali,
Guest: Kweku Obed, CFA, CAIA, Managing Director
Organization: Marquette Associates
Title: The ABC’s of Investment Consulting

Gene and Kweku discuss the ABC’s of investment Consulting, and share lessons that individual investors can learn from investment consultants. Marquette Associates is an investment consultant based in Chicago, Illinois. The company consults on 255 billion dollars of client assets. Kweku is a managing director for Marquette Associates and serves on the firm’s board of directors.

Individuals can learn a great deal from the institutional investment model, and the approach that investment consultants apply to client portfolios. Gene and Kweku are uniquely positioned to have this important conversation. In addition to a combined nearly 40 years of institutional experience, both have authored financial literacy books for students, and are passionate about helping individuals better understand their money choices. Kweku’s book, “Talking about the ABC’s of Financial Literacy” served as inspiration for the episode title.

Kweku is originally from the UK and now resides in Chicago, Illinois.

Kweku Obed Bio: https://www.marquetteassociates.com/p...

About Marquette: https://www.marquetteassociates.com/a...

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RECOMMENDED READINGS:

“Talking About the ABCs of Financial Literacy”
https://www.amazon.com/Talking-About-...

“The Stranded Fish: Decision-Making Through the Lens of a Fiduciary”
https://www.amazon.com/Stranded-Fish-...

“The Missing Second Semester”
https://www.amazon.com/Missing-Second...

“The Missing Semester”
https://www.amazon.com/Missing-Semest...

⏰ Timestamps ⏰:

0:00 - Troutwood Intro Banner
0:10 - Introduction
0:21 - Welcome Kweku Obed
1:26 - About Kweku
3:12 - Getting to know Kweku
4:43 - Q: What are some non-finance hobbies that you enjoy?
5:55 - Q: Was your work at Marquette the inspiration for your book or did the inspiration come from outside of the office?
7:40 - Q: What is investment consulting?
8:15 - Kweku’s Presentation
10:22 - What does an investment consultant do?
13:30 - The 4 principles that define Marquette’s investment consulting vision
16:24 - Marquette Associates at a glance
17:30 - The people behind the money
19:48 - Value of an independent consultant
22:06 - Q: Can you walk us through what a typical day or week might look like?
26:01 - Investing
30:03 - Trustees & the important role they play
33:50 - Asset Allocation
35:20 - Why this matters
37:29 - Q: What is the most popular question you receive from clients?
38:50 - Q: Do your clients hit their return expectation every year?
42:34 - Q: When you invest for the long-term what is the accuracy of your forecast?
44:40 - Q: Do you have a favorite client or colleague story?
48:35 - Q: We share a passion for financial education - talking about Kweku’s book “The ABC’s of financial literacy”
50:32 - Having an objective
51:00 - Q: Who were some of your mentors in life? And what did you learn from them?
55:27 - Q: Do you continue the tradition you started with your parents, sharing books with your children?
56:56 - Q: Any advice you would give to your younger self?
58:57 - Thank you Kweku!


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