02.04.2026
Stephanie Osten Speaking at 2026 AIMSE Annual Conference 4/28
On Tuesday, April 28, Stephanie Osten will be speaking at the 49th Annual Association of Investment Management and…
On Wednesday, April 22, Frank Valle, CFA, CAIA will be speaking at the Southern Association of College and University Business Officers (SACUBO) 2026 Annual Convention in Dallas, Texas.
Frank will be presenting as part of a session entitled, “Roping in Risk: Smart Cash & Investment Management for Higher Ed,” described as follows: With today’s challenging financial landscape, colleges & universities are navigating tighter budgets, fluctuating cash flows and increased scrutiny over endowment and operating funds. This session explores how institutions can take a smarter, more strategic approach to managing liquidity and short-term investments. We will discuss best practices for aligning cash segmentation with operating needs, optimizing returns without sacrificing safety, and building investment strategies that support institutional priorities. Attendees will gain insight on how fellow universities are working strategically to partner effectively with asset managers to strengthen their long-term stability.
The SACUBO Annual Convention brings together higher‑education business professionals across the region for inspiring sessions, peer networking, and meaningful collaboration across the field. For more information, please visit the event website.
02.04.2026
On Tuesday, April 28, Stephanie Osten will be speaking at the 49th Annual Association of Investment Management and…
01.05.2026
On Wednesday, January 28, Jack Sannes, CFA, CAIA will be speaking at the Community Foundation of Northeast…
11.14.2025
On Friday, November 14, Christopher Caparelli, CFA, Linsey Schoemehl Payne, and Nat Kellogg,…
09.10.2025
On Thursday, October 30, Christopher Caparelli, CFA and Evan Frazier, CFA, CAIA will be…
10.14.2025
On Thursday, October 16, Tim Burdick, CFA and David Hernandez, CFA will be speaking…
03.03.2025
On Wednesday, April 9, Tim Burdick, CFA and Nat Kellogg, CFA will be speaking…
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