08.27.2026
William Torre Speaking at IFEBP 2026 Conference 10/26–27
William Torre, Jr., CFA, CAIA will be speaking at the 72nd Annual International Foundation of Employee Benefit…
On Tuesday, May 1, Julianna Paterra, CAIA, will be speaking at the Association of Investment Management Sales Executives’ (AIMSE) 41st Annual Marketing & Sales Conference in Miami.
As a Consultant Roundtable speaker, Julianna will engage in lively discussions with participants by sharing investment manager search activities, organizational updates, and methods for effectively communicating with research and field consultants. A hallmark of AIMSE conferences, the consultant roundtables feature both traditional and alternative professionals.
The AIMSE seeks to provide an educational forum for those employed in the investment management sales and marketing services profession worldwide.
For more information, please visit the AIMSE event page.
08.27.2026
William Torre, Jr., CFA, CAIA will be speaking at the 72nd Annual International Foundation of Employee Benefit…
09.10.2026
An article co-authored by Investment Consultant and Partner
09.22.2026
The City of Pittsburgh Comprehensive Municipal Pension Trust Fund (“CMPTF”) is seeking proposals from qualified companies to serve as a…
10.23.2026
On Thursday, October 29, Christopher Caparelli, CFA and Evan Frazier, CFA, CAIA will be…
10.23.2026
On Thursday, October 29, Patrick W. Wing, CFA, CIPM will be speaking at the Pennsylvania State Association…
09.28.2026
On Thursday, October 8, David Hernandez, CFA will be speaking at the eighth annual Consultant and Manager…
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