Services Tags: Fiduciary Education

Luis Sierra Speaking at NAST 2025 Treasury Management Training Symposium 6/3

On Tuesday, June 3, Luis Sierra, CFA will be speaking at the 2025 Treasury Management Training Symposium hosted by the National Association of State Treasurers (NAST) in Baltimore.

Luis will be joining a panel entitled, “Setting an Optimal Investment Lineup: Exploring Investments from a Fiduciary Standpoint,” described as follows: This session will explore what we consider when determining the “right” set of investment options, especially with expanded use of 529s. How do plan administrators make sure that the investment menu serves investors with different needs and objectives? This also includes how we as administrators and fiduciaries adjust investment options, if at all, to capture younger investors — or really any investor — who value policy-oriented investments. This could include a discussion on how (or whether) plan fiduciaries should respond to potential investor interests in “specialty” investments such as a bitcoin ETF, an ESG portfolio, or a fossil fuel free portfolio.

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.

Marquette Speaking at PSACC 2025 Spring Conference 4/23

On Wednesday, April 23, Sarah E.R. Wilson and Brad Hampton will be speaking at the Pennsylvania State Association of County Controllers’ (PSACC) 2025 Spring Conference in Gettysburg, Pennsylvania.

The two will be presenting a discussion of different asset classes in use by public pensions today for attendees. The PSACC spring conference gives controllers, deputies, and their solicitors the opportunity to receive training on various topics related to the responsibilities of the controller’s office and county government. For more information, please visit the PSACC website.

Sam Frymier Speaking at GAPPT 2025 Annual Conference 3/25

On Tuesday, March 25, Sam Frymier will be speaking at the Georgia Association of Public Pension Trustees (GAPPT)’s Sixteenth Annual Conference in Braselton, Georgia.

Sam will co-present a session entitled “Market Cycle Spotlight: Private Markets” covering macroeconomic factors that have impacted private markets over the past five years, private markets performance and the role private markets investments have played in a U.S. public pension plan portfolio, and the current outlook for the private markets asset class.

The GAPPT is a nonprofit organization formed to promote and develop education for public retirement fiduciaries of Georgia’s public pension plans. For more information, please visit the GAPPT website.

Brian Wrubel Speaking at IFEBP 2025 Advanced Trustees and Administrators Institute 2/11

On Tuesday, February 11, Brian Wrubel will be speaking at the 2025 Advanced Trustees and Administrators Institute hosted by the International Foundation of Employee Benefit Plans (IFEBP) in Orlando, Florida.

Brian will be co-presenting a session entitled, “Hot Topics in Investments,” described as follows: Immerse yourself in learning about some of the key issues in investing today, including:

  • Private equity
  • Bitcoin
  • Valuations
  • Fees
  • Unrelated business taxable income (UBTI).

The Trustees and Administrators Institute brings together multiemployer trustees and administrators to keep informed of the latest industry trends, legal and regulatory changes, and best practices. For more information, please visit the IFEBP event webpage.

Matt Nowak Speaking at Georgetown University Center for Retirement Initiatives 2025 State-Facilitated Retirement Savings Program Network Conference 1/29

On Wednesday, January 29, Matt Nowak, AIF® will be speaking at the Georgetown University Center for Retirement Initiatives (CRI) 2025 State-Facilitated Retirement Savings Program Network (SRSPN) Conference in Nashville, Tennessee.

Matt will be joining a panel entitled, “The Leaky Bucket Challenge: What More Can be Done to Increase Employee Participation and Boost Savings?” ” with several investment professionals.

The SRSPN brings together state executives, legislators, and other key stakeholders to share the latest updates on legislative and program implementation best practices and lessons learned. For more information, please visit the CRI website.

Marquette Speaking at KORIED 2025 Plan Sponsor Educational Institute 1/21–24

Lee H. Martin, Ph. D. and Patrick W. Wing, CFA, CIPM will be speaking at KORIED’s 2025 Plan Sponsor Educational Institute, held January 21–24.

Lee will be joining a panel entitled, “A Risky World: The Need for Diversifying Strategies,” described as follows: Today’s global financial markets face a confluence of factors, making their paths forward highly unpredictable and volatile. This uncertainty heightens the need for a well-diversified portfolio that can withstand the inevitable shocks to come. Some of these factors are:

  • Uncertain environment for equities given high valuations, an uncertain inflation outlook, and a new administration.
  • Normalization in interest rates and an election cycle in the rear-view mirror may soon enable corporate event activity to rise.
  • Wider valuation dispersion continues to present long and short opportunities.
  • With a slowing economy, an increased likelihood of a larger stressed/distressed debt opportunity is on the horizon.
  • Continued uncertainty around geopolitics and central bank policies around the globe should continue to create opportunities for skilled international managers.

This panel represents a broad cross-section of the markets and will seek to address these market dynamics.

Pat will be joining a panel entitled, “Fixed Income Investments: Strategies for a New Era,” described as follows: Fixed income has sometimes been overlooked in favor of equities and alternatives and similar instruments as less appealing. This panel will discuss the implications of declining interest rates and practical strategies in this new environment.

The KORIED Plan Sponsor Educational Institute is an invite-only event that brings together public pension and union trustees who share a common interest in fiduciary responsibilities. For more information, please visit the KORIED website.

Marquette Speaking at Maryland GFOA 2025 Winter Conference 1/24

On Friday, January 24, Frank Valle, CFA, CAIA and Evan Frazier, CFA, CAIA will be speaking at the Maryland Government Finance Officers Association 2025 Winter Conference in Linthicum Heights, Maryland.

Frank and Evan will be presenting an educational session entitled, “2025 Market Outlook and Post-Election Impact” for conference attendees.

The Maryland GFOA is a nonprofit professional association of State, local, and private financial management professionals and is the local chapter of its international affiliate, the Government Finance Officers Association of the United States and Canada. For more information, please visit their website.

Dave Smith and Jack Sannes Speaking at CFNEIA Professional Advisor Education Series 1/15

On Wednesday, January 15, Dave Smith, CFA and Jack Sannes, CFA, CAIA will be speaking at the Community Foundation of Northeast Iowa’s 2025 Professional Advisor Education Series event in Cedar Falls, Iowa.

The two will be presenting a “Market Review and 2025 Outlook” for attendees. The session will address current themes in the global economy, equities, fixed income, and alternative asset classes.

The Community Foundation of Northeast Iowa serves as a resource for attorneys, financial planners, CPAs, and other professionals to simplify giving for clients, recommend strategies, and help advisors connect with the community. Their quarterly series of complimentary charitable continuing education events brings together professional advisors around topics that will help to enrich their communities. For more information, please visit the CFNEIA website.

Patrick W. Wing and Sarah E.R. Wilson Speaking at PSACC Fall 2024 Conference 11/22

On Friday, November 22, Patrick W. Wing, CFA, CIPM, and Sarah E.R. Wilson will be speaking at the Pennsylvania State Association of County Controllers’ (PSACC) 2024 Fall Conference in Lancaster, Pennsylvania.

Pat and Sarah will be presenting, “2024 PA County Database Overview & 2025 Market Outlook,” reviewing trends in county pension plans and funds, including actuarial assumptions & methods, investment performance, and funded ratios, followed by a discussion of expectations for the year ahead. The PSACC fall conference gives controllers, deputies, and their solicitors the opportunity to participate in roundtable discussions and receive training on various topics related to the responsibilities of the controller’s office and county government. For more information, please visit the PSACC website.