On May 24, Nat Kellogg, director of manager search, was quoted in a FundFire article on an emerging managers…
On Monday, October 16, David H. Smith, CFA, will be speaking at the fourth annual 529 Conference, “College Financial Planning: Creating Growth Through Collaboration”, in Orlando.
The presentation, “Structuring & Evaluation the Investment Line-Up”, will cover topics such as structure in philosophy and in practice; defining key terms and differentiating factors; investment type and management style trends; and the impact of fees, new asset classes and other trends on selection.
The one-day pre-conference 529 “Essentials” Seminar will unpack the mechanics of 529 college savings plans. The session is designed to provide a clearer understanding of the ever-evolving tax, regulatory, financial aid, marketing, distribution, consumer trends and structural implications driving the market today.
For more information, please visit the 529 Conference event page.
On Friday, January 26, Mike Spychalski, CAIA, will be speaking at the Northern Illinois Alliance of Fire Protection District’s…
On August 23, investment consultant Kweku Obed was quoted in a FundFire article on the increasing use of emerging investment…
On Tuesday, March 21, Kweku Obed will be teaching an advanced class on managing portfolio risk at the Fourth…
On October 24, Greg Leonberger, director of research, was quoted in a FundFire article on equity risk. The article…
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