05.26.2026
Patrick W. Wing Speaking at Maryland GFOA 2026 Summer Conference 6/11
On Thursday, June 11, Patrick W. Wing, CFA, CIPM will be speaking at the Maryland Government Finance Officers Association (GFOA)…
On Tuesday, June 16, Eric Gaylord, CFA will be speaking at the 2026 Treasury Management Training Symposium hosted by the National Association of State Treasurers (NAST) in Oklahoma City.
Eric will be joining a panel entitled “Gut Check on 529 Investment Lineup,” described as follows: This panel offers a strategic “gut check” on today’s 529 investment lineups, shaped by the regulatory expansion of eligible expenses and evolving participant needs. We’ll examine how the industry is adapting to continue to serve traditional college savers with core, multi-asset options while balancing investment offerings catered to more flexible goals. We’ll also explore how plan fiduciaries assess market dynamics, investor behavior, and suitability of complex investment vehicles as they pursue innovation to maximize participant outcomes.
The National Association of State Treasurers serves as the nation’s foremost authority for responsible state treasury programs and related financial practices, policies, and education. For more information, visit the event webpage.
05.26.2026
On Thursday, June 11, Patrick W. Wing, CFA, CIPM will be speaking at the Maryland Government Finance Officers Association (GFOA)…
05.26.2026
On Thursday, June 18, Patrick W. Wing, CFA, CIPM and Sarah E.R. Wilson will be…
03.30.2026
On Monday, May 18, Sam Frymier will be speaking at the National Conference on Public Employee Retirement…
04.20.2026
On Thursday, May 7, Tim Burdick, CFA and Greg Leonberger, FSA, EA, MAAA, FCA will…
03.30.2026
On Thursday, April 30, Christopher Caparelli, CFA and Evan Frazier, CFA, CAIA will be speaking…
04.10.2026
On Tuesday, April 28, Luis Sierra, CFA will be speaking at the Texas Public Employee Retirement System (TEXPERS)…
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