09.10.2025
Chris Caparelli and Evan Frazier Speaking at Stark Community Foundation Event 10/30
On Thursday, October 30, Christopher Caparelli, CFA and Evan Frazier, CFA, CAIA will be…
On Friday, February 16, Patrick W. Wing, CFA, CIPM will be speaking at the Pennsylvania State Association of County Controllers’ (PSACC) 2024 New Controller Workshop in Carlisle, PA.
Patrick will be presenting “Fiduciary Role & Responsibilities” to conference attendees, covering fiduciary obligations, including the role of a fiduciary, retirement board responsibilities, resources to assist Controllers, and key information within an investment policy statement and investment performance report. This workshop invites newly elected county controllers and their deputies to meet with members of the controllers’ association and receive training focused on the duties of the controller. For more information, please visit the PSACC website.
09.10.2025
On Thursday, October 30, Christopher Caparelli, CFA and Evan Frazier, CFA, CAIA will be…
06.30.2025
09.30.2025
On Thursday, October 30, Linsey Schoemehl Payne will be speaking at Finance Forward: A Forum for Diversity in…
09.08.2025
On Monday, November 10, William Torre, Jr., CFA, CAIA and Nic Solecki, CBDA will be…
10.14.2025
On Thursday, October 16, Tim Burdick, CFA and David Hernandez, CFA will be speaking…
06.30.2025
On Monday, September 29, Luis Sierra, CFA, will be speaking at the annual 529 Conference hosted by…
Research alerts keep you updated on our latest research publications. Simply enter your contact information, choose the research alerts you would like to receive and click Subscribe. Alerts will be sent as research is published.
We respect your privacy. We will never share or sell your information.
If you have questions or need further information, please contact us directly and we will respond to your inquiry within 24 hours.
Contact Us >