01.07.2026
Marquette Speaking at PSACC 2026 New Controller Workshop 2/3
On Tuesday, February 3, Patrick W. Wing, CFA, CIPM and Sarah E.R. Wilson will be…
On Monday, February 16, William Torre, Jr., CFA, CAIA will be speaking at the 2026 IUPAT Professionals Forum hosted by the Painters and Allied Trades Labor Management Cooperation Initiative (LMCI) in Las Vegas.
Billy will be presenting as part of a session entitled, “Vendor Management and Third-Party Oversight” at the Forum, described as follows: Your service providers operate in a changing and dynamic marketplace that is impacted by venture capital, mergers and acquisitions, technology and changing consumer demand. Learn how this impacts your fiduciary duties and liability when you outsource to recordkeepers, TPAs, custodians, investment managers, and other service providers. Take away a framework for addressing due diligence, contract drafting, ongoing monitoring, ethical issues, and lessons learned.
For more information, please visit the event website.
01.07.2026
On Tuesday, February 3, Patrick W. Wing, CFA, CIPM and Sarah E.R. Wilson will be…
01.05.2026
Lee H. Martin, Ph. D. and Greg Leonberger, FSA, EA, MAAA, FCA will be speaking…
06.30.2025
11.14.2025
On Friday, November 14, Christopher Caparelli, CFA, Linsey Schoemehl Payne, and Nat Kellogg,…
10.31.2025
On Wednesday, November 12, Patrick W. Wing, CFA, CIPM and Sarah E.R. Wilson will be speaking…
09.08.2025
On Monday, November 10, William Torre, Jr., CFA, CAIA and Nic Solecki, CBDA will be…
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 >