12.12.2025
Luis Sierra Speaking at With Intelligence 2026 Institutional Partnership Retreat 3/2–3
Luis Sierra, CFA will be speaking at With Intelligence’s Institutional Partnership Retreat in Dallas, Texas on March…
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.
12.12.2025
Luis Sierra, CFA will be speaking at With Intelligence’s Institutional Partnership Retreat in Dallas, Texas on March…
02.18.2026
On Wednesday, March 4, Patrick W. Wing, CFA, CIPM will be speaking at the 2026 Capital Connections Summit…
12.08.2025
On March 4 and 5, Ryan P. Tracy, CFP® and Frank Valle, CFA, CAIA will…
02.04.2026
On Wednesday, April 22, Frank Valle, CFA, CAIA will be speaking at the Southern Association of College and…
02.04.2026
On Tuesday, April 28, Stephanie Osten will be speaking at the 49th Annual Association of Investment Management and…
01.23.2026
On Monday, February 16, William Torre, Jr., CFA, CAIA will be speaking at the 2026 IUPAT Professionals…
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