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The ABCs of Investment Consulting

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... Please share with a friend and or a family member! Enjoy! JOIN OUR COMMUNITY TODAY! ►TROUTWOOD WEBSITE https://www.troutwood.com/ ►YOUTUBE    / @troutwoodapp   ►INSTAGRAM   / troutwoodapp   ►FACEBOOK https://www.facebook.com/troutwoodinv... ►LinkedIn   / admin   ►TROUTWOOD MERCHANDISE https://shop.spreadshirt.com/troutwood/ 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! ABOUT Troutwood 👇 Troutwood provides investment and financial content that helps to remove the fear of finance and replace it with knowledge and confidence. Retirement in America is changing from employer directed to employee directed. Our objective is to help prepare individuals for this change. To help people learn to invest with understanding. DISCLAIMER: The information presented on or through this video is made available solely for general information purposes. We do not warrant the accuracy, completeness, or usefulness of this information. Any reliance you place on such information is strictly at your own risk. We disclaim all liability and responsibility arising from any reliance placed on such materials by you or any other visitor to the video, or by anyone who may be informed of any of its contents.