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, October 16, Tim Burdick, CFA and David Hernandez, CFA will be speaking at an educational session hosted by the Community Foundation of Middle Tennessee: “Fundholders Investment Update: Market Review & Global Equity Outlook.”
The conversation will cover:
For more information, please visit the Community Foundation of Middle Tennessee website.
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…
07.01.2026
On Wednesday, August 26, Evan Frazier, CFA, CAIA will be speaking at the 2026 Chicago E&F Roundtable hosted…
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