Services Tags: Fiduciary Education

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.

Patrick W. Wing Speaking at PAPERS’ Fall Conference 11/13

On Wednesday, November 13, Patrick W. Wing, CFA, CIPM will be speaking at the Pennsylvania Association of Public Employee Retirement Systems’ (PAPERS) Annual Fall Workshop in Harrisburg, PA.

Pat will be moderating a panel entitled, “Private Equity Pulse: Uncovering Today’s Investment Trends” at the conference. The Fall Workshop provides an opportunity for networking and education to those individuals who work in or provide services to Pennsylvania’s public pension funds.

The mission of PAPERS is to encourage and facilitate the education of its membership in all matters related to their duties as fiduciaries overseeing the assets of the pension funds with which they have been entrusted. For more information, please visit the PAPERS website.

Marquette Speaking at Associated Fire Fighters of Illinois 2024 Pension Conference 10/30

On Wednesday, October 30, Frank Valle, CFA, CAIA, and Evan Frazier, CFA, CAIA will be speaking at the 2024 Pension Conference hosted by the Associated Fire Fighters of Illinois (AFFI) in Springfield, Illinois.

Evan and Frank will be providing a Market Outlook for attendees, looking ahead to what 2025 may hold for investors. This year’s conference will bring together members of the AFFI, presenters, sponsors, and AFFI staff for education and networking.

The Associated Fire Fighters of Illinois is the state’s foremost authority on, and advocate for, issues related to professional union fire fighters and EMS providers. For more information, please visit the event webpage.

 

Patrick W. Wing Speaking at Institute of Internal Auditors 2024 Joint Controller’s Seminar 10/28

On Monday, October 28, Patrick W. Wing, CFA, CIPM will be speaking at the Annual Joint Controller’s Seminar hosted by Lehigh and Northampton Controllers’ Offices and the Lehigh Valley Chapter of the Institute of Internal Auditors (IIA) in Allentown, Pennsylvania.

Pat will be presenting on “Behavioral Investing in the Current Market Environment” for attendees. For more information, please visit the IIA Lehigh Valley website.

Luis Sierra Speaking at 2024 529 Conference 9/30

On Tuesday, September 19th, Luis Sierra, CFA, will be speaking at the annual 529 Conference hosted by ISS Market Intelligence in Orlando, Florida.

Luis will be presenting a session entitled, “Structuring & Evaluating the Investment Lineup,” addressing:

  • Investment structure in philosophy and in practice
  • Defining key terms and differentiating factors
  • Investment types and management style trends
  • New asset classes, trends in selection, and review of fee types

The 529 conference brings together the entire 529 and ABLE ecosystem and includes critical conversation and debate surrounding the latest federal and state legislative developments, product enhancements, investment trends, marketing campaigns, distribution strategies, operational initiatives, consumer insights, and regulatory and compliance announcements.

For more information, please visit the 529 Conference website.

Sam Frymier Speaking at 2024 10th Annual GAPPT Trustee School 9/16

On September 16, Sam Frymier will be speaking on an educational panel at the Georgia Association of Public Pension Trustees (GAPPT) Tenth Annual Trustee School in Columbus, Georgia.

Sam will be joining the Investment Consultant Roundtable, which will bring together investment consultants from across the region. The GAPPT is a nonprofit organization formed to provide education and professional development opportunities to trustees and administrators of Georgia’s public pension plans. Subject areas span fiduciary responsibility and liability, board governance, investment acumen, and plan administration. For more information, please visit the GAPPT website.

Evan Frazier Speaking at Portfolio Summits 2024 Fiduciary Investor Central Summit 9/12

On Thursday, September 12, Evan Frazier, CFA, CAIA will be speaking at the inaugural Fiduciary Investor Central Summit hosted by Portfolio Summits in Chicago.

Evan will be moderating the “Diversifying Your Portfolio” panel, described as follows: The first principle of investing is not to put all your eggs in one basket. While this sentiment is valuable, it can be difficult to effectively diversify your portfolio when risk and return in each asset class is ever-changing. Hear from investors about how they effectively diversify their portfolios. Learn about what led them to each strategic decision and how they keep up with market changes.

The Fiduciary Investor Central Summit will bring together 100+ accredited institutional investors based across the Midwest for a day of insightful panel discussions, presentations, Q&A, and networking. For more information, visit the event webpage.

Patrick Wing and Sam Frymier Speaking at PSACC 2024 Annual Conference 7/23

On Tuesday, July 23, Patrick W. Wing, CFA, CIPM and Sam Frymier will be speaking at the Pennsylvania State Association of Country Controllers’ (PSACC) 2024 Annual Conference in York, PA.

Pat and Sam will be presenting a session entitled, “Tales from the Road: A Consultant’s Perspective.” The annual 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, visit the PSACC website.

Jack Sannes Speaking at CFNEIA Professional Advisor Education Series 7/16

On Tuesday, July 16, Jack Sannes, CFA, CAIA will be speaking at a Community Foundation of Northeast Iowa’s 2024 Professional Advisor Education Series event in Cedar Falls, Iowa.

Jack will be presenting an overview of private equity and private credit investing for attendees. 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.

Marquette Speaking at PA County Treasurers’ 2024 Conference 6/13

On Thursday, June 13, Sarah E.R. Wilson and Brad Hampton will be speaking at the County Treasurers’ Association of the Commonwealth of Pennsylvania’s 75th Diamond Jubilee Annual Convention in Cranberry Township, Pennsylvania.

Sarah and Brad will be presenting “PA County Database Overview & Reassessing Portfolio Objectives” at the event, providing a review of the trends in county pension plans and funds, including actuarial assumptions & methods, investment performance, and funded ratios, followed by a discussion of portfolio objectives amid higher interest rates. For more information, please visit the event webpage.