09.10.2026
Alternative Investments in 401(k) Plans Views Featured in Benefits Magazine
An article co-authored by Investment Consultant and Partner
On Thursday, September 21, David Hernandez, CFA will be speaking at the 2023 Diversity in Investments Forum hosted by Illinois State Treasurer Michael W. Frerichs in Chicago.
David will be moderating a panel entitled, “Business Diversity Across the Spectrum of Capital Raising and Financing” as well as leading a tabletop discussion.
The Diversity in Investments Forum brings together Treasurer Frerichs’ team of internal portfolio managers and firms and organizations across the financial services sector to ignite connectivity with minority, woman, veteran, and disabled-owned (“MWVD)” investment firms, depository institutions, and other financial service providers.
09.10.2026
An article co-authored by Investment Consultant and Partner
07.01.2026
On Monday, September 23, Luis Sierra, CFA, will be speaking at the annual 529 Conference hosted by…
07.01.2026
On Tuesday, September 29, Matt Nowak, AIF® will be speaking at the Georgia Association of Public Pension…
08.27.2026
On Wednesday, October 7, Nat Kellogg, CFA will be speaking at Institutional Investor’s 2026 Roundtable for Consultants…
08.27.2026
William Torre, Jr., CFA, CAIA will be speaking at the 72nd Annual International Foundation of Employee Benefit…
08.14.2026
On Tuesday, August 25, Patrick W. Wing, CFA, CIPM will be speaking at the National Round Table…
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