Friday, September 28, 2018 8:00 AM – 2:00 PM Marquette clients –…
On Tuesday, May 1, Julianna Paterra, CAIA, will be speaking at the Association of Investment Management Sales Executives’ (AIMSE) 41st Annual Marketing & Sales Conference in Miami.
As a Consultant Roundtable speaker, Julianna will engage in lively discussions with participants by sharing investment manager search activities, organizational updates, and methods for effectively communicating with research and field consultants. A hallmark of AIMSE conferences, the consultant roundtables feature both traditional and alternative professionals.
The AIMSE seeks to provide an educational forum for those employed in the investment management sales and marketing services profession worldwide.
For more information, please visit the AIMSE event page.
On September 11, Marquette investment consultant Kweku Obed was quoted in a FundFire article on diverse managers and consultants…
Richard H. Thaler Charles R. Walgreen Distinguished Service Professor of Behavioral Science and Economics at the University of Chicago Booth School…
John V. Miller, CFA Head of Nuveen Municipals at Nuveen Asset Management John leads the municipals fixed income strategic direction and investment…
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