06.30.2025
On Thursday, September 28, Aimee O’Connor, CFP® and Ibrahim Rashid will be speaking at the 2023 Resource Center for Religious Institutes (RCRI) Annual Conference, “Communications in a Synodal Church: Opportunities and Challenges,” in St. Louis, Missouri.
Aimee and Ibrahim will be joining a panel alongside several industry and investment professionals, titled, “Climate Change, Diversity, Equity and Inclusion: Risks and Opportunities in Investments.” The group will address uncertainties, risks, and opportunities around climate change and diversity, equity, and inclusion as interest and effects continue to shift, as well as how investments can be implemented to address these issues and to create positive impacts.
The RCRI National Conference brings together members of RCRI for a program that includes 41 workshops covering topics related to finance, canon and civil law, and planning for institutes in transition. For more information, please visit the event webpage.
06.30.2025
06.30.2025
On Monday, September 29, Luis Sierra, CFA, will be speaking at the annual 529 Conference hosted by…
09.10.2025
On Thursday, October 30, Christopher Caparelli, CFA and Evan Frazier, CFA, CAIA will be…
09.08.2025
On Monday, November 10, William Torre, Jr., CFA, CAIA and Nic Solecki, CBDA will be…
06.30.2025
On Tuesday, August 12, Brad Hampton will be speaking at the National Public Pension Fund Association’s (NPPFA)…
07.01.2025
On Tuesday, July 29, Sarah E.R. Wilson will be speaking at the Pennsylvania State Association of County…
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