09.10.2026
Alternative Investments in 401(k) Plans Views Featured in Benefits Magazine
An article co-authored by Investment Consultant and Partner
On Tuesday, December 5, Nat Kellogg, CFA will be speaking as a panelist at the CFA Society’s Investment Consultant Perspectives event in Milwaukee.
Nat will partake in a panel discussion to share insights into the investment process, traits consulting firms look for in investment managers, and key trends in portfolio management.
For more information, please visit the CFA Society Milwaukee’s event page.
09.10.2026
An article co-authored by Investment Consultant and Partner
10.23.2026
On Thursday, October 29, Patrick W. Wing, CFA, CIPM will be speaking at the Pennsylvania State Association…
10.23.2026
On Thursday, October 29, Christopher Caparelli, CFA and Evan Frazier, CFA, CAIA will be…
08.27.2026
William Torre, Jr., CFA, CAIA will be speaking at the 72nd Annual International Foundation of Employee Benefit…
09.28.2026
On Thursday, October 8, David Hernandez, CFA will be speaking at the eighth annual Consultant and Manager…
08.27.2026
On Wednesday, October 7, Evan Frazier, CFA, CAIA and James Torgerson will be speaking at…
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 >