02.04.2026
Frank Valle Speaking at 2026 SACUBO Annual Convention 4/22
On Wednesday, April 22, Frank Valle, CFA, CAIA will be speaking at the Southern Association of College and…
On Tuesday, April 28, Stephanie Osten will be speaking at the 49th Annual Association of Investment Management and Sales Executives (AIMSE) Sales & Marketing Conference, being held in Naples, Florida.
Stephanie will be joining a panel on Endowments & Foundations at the conference.
AIMSE’s mission is to provide a worldwide forum for sales and marketing professionals in the investment management industry. For more information, please visit the AIMSE website.
02.04.2026
On Wednesday, April 22, Frank Valle, CFA, CAIA will be speaking at the Southern Association of College and…
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…
03.20.2025
On Thursday, March 27, Christopher Caparelli, CFA and Jessica Noviskis, CFA will be speaking at the…
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