07.01.2026
Luis Sierra Speaking at 2026 529 Conference 9/23
On Monday, September 23, Luis Sierra, CFA, will be speaking at the annual 529 Conference hosted by…
William Torre, Jr., CFA, CAIA will be speaking at the 72nd Annual International Foundation of Employee Benefit Plans Conference in New Orleans, Louisiana.
Billy will be co-presenting an educational session entitled “Investments: A Fiduciary Primer” on October 26 and 27. The session will provide an overview of fiduciary duties under ERISA and trust law, the roles of trustees and investment professionals, core investment principles and asset classes, and investment performance reporting, discuss key questions to ask advisors, and address how fiduciaries can strengthen oversight through policy and governance.
The IFEBP Annual Conference is the largest gathering of multiemployer and public employee benefit plan representatives, with attendees from across the country. IFEBP is an educational organization dedicated to providing the diverse employee benefits community with objective, solution-oriented education, research, and information to ensure the health and financial security of plan beneficiaries worldwide. For more information, please visit the conference website.
07.01.2026
On Monday, September 23, Luis Sierra, CFA, will be speaking at the annual 529 Conference hosted by…
07.01.2026
On Tuesday, September 29, Matt Nowak, AIF® will be speaking at the Georgia Association of Public Pension…
08.27.2026
On Wednesday, October 7, Nat Kellogg, CFA will be speaking at Institutional Investor’s 2026 Roundtable for Consultants…
08.14.2026
On Tuesday, August 25, Patrick W. Wing, CFA, CIPM will be speaking at the National Round Table…
08.06.2026
On Thursday, August 13, Christopher Caparelli, CFA and Greg Leonberger, FSA, EA, MAAA, FCA will…
07.30.2026
On Tuesday, August 4, Luis Sierra, CFA will be speaking at the Texas Public Employee Retirement System…
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