09.10.2026
Alternative Investments in 401(k) Plans Views Featured in Benefits Magazine
An article co-authored by Investment Consultant and Partner
On Wednesday, March 23rd, Nat Kellogg, CFA will be speaking at the OCIO Central Summit hosted by Portfolio Summits in Chicago.
Nat will be joining a session entitled, “Manager Selection Roundtable,” with several industry professionals. Panelists will discuss the challenging process of manager selection and what investors should consider when making decisions, including how to identify competitive advantages and how to evaluate which managers will best fit their institution’s needs.
The OCIO Central Summit brings together 150+ Outsourced Chief Investment Officers (OCIOs) and institutional consultants based across Illinois and the surrounding states for a day of panel discussions, presentations, Q&A, and networking. For more information, visit the Portfolio Summits event webpage.
09.10.2026
An article co-authored by Investment Consultant and Partner
09.22.2026
The City of Pittsburgh Comprehensive Municipal Pension Trust Fund (“CMPTF”) is seeking proposals from qualified companies to serve as a…
09.28.2026
On Thursday, October 8, David Hernandez, CFA will be speaking at the eighth annual Consultant and Manager…
07.01.2026
On Wednesday, September 23, Luis Sierra, CFA, will be speaking at the annual 529 Conference hosted by…
08.06.2026
On Thursday, August 13, Christopher Caparelli, CFA and Greg Leonberger, FSA, EA, MAAA, FCA will…
07.30.2026
On Tuesday, August 4, Luis Sierra, CFA will be speaking at the Texas Public Employee Retirement System…
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