Services Tags: Fiduciary Education

Sarah E.R. Wilson Speaking at PSACC 2026 Annual Conference 7/28

On Tuesday, July 28, Sarah E.R. Wilson will be speaking at the Pennsylvania State Association of County Controllers’ (PSACC) 2026 Annual Conference in Shawnee on Delaware, PA.

Sarah will be moderating an Investment Roundtable at the event. 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.

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 ISS Market Intelligence in Nashville, Tennessee.

Luis will be presenting a session entitled “Structuring & Evaluating the Investment Lineup” for attendees 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 panels, presentations, and workshops exploring the most significant trends, challenges and opportunities shaping the industry today. Discussions will cover the latest federal and state legislative developments, product enhancements, investment trends, marketing and distribution strategies, operational initiatives, consumer insights, and key regulatory and compliance updates.

For more information, please visit the 529 Conference website.

Matt Nowak Speaking at 2026 12th Annual GAPPT Trustee School 9/29

On Tuesday, September 29, Matt Nowak, AIF® will be speaking at the Georgia Association of Public Pension Trustees (GAPPT) Twelfth Annual Trustee School in Athens, Georgia.

Matt will be presenting an educational session for attendees entitled “Plan Governance and Fiduciary Responsibilities.”  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.

Marquette Speaking at PA County Treasurers’ 2026 Convention 6/18

On Thursday, June 18, Patrick W. Wing, CFA, CIPM and Sarah E.R. Wilson will be speaking at the County Treasurers’ Association of the Commonwealth of Pennsylvania’s 77th Annual Convention in Coudersport, Pennsylvania.

Pat and Sarah will be presenting “2025 PA County DB Report and Fiduciary Responsibilities” 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 investment responsibilities for fiduciaries. For more information, please visit the Association’s website.

Eric Gaylord Speaking at NAST 2026 Treasury Management Training Symposium 6/16

On Tuesday, June 16, Eric Gaylord, CFA will be speaking at the 2026 Treasury Management Training Symposium hosted by the National Association of State Treasurers (NAST) in Oklahoma City.

Eric will be joining a panel entitled “Gut Check on 529 Investment Lineup,” described as follows: This panel offers a strategic “gut check” on today’s 529 investment lineups, shaped by the regulatory expansion of eligible expenses and evolving participant needs. We’ll examine how the industry is adapting to continue to serve traditional college savers with core, multi-asset options while balancing investment offerings catered to more flexible goals. We’ll also explore how plan fiduciaries assess market dynamics, investor behavior, and suitability of complex investment vehicles as they pursue innovation to maximize participant outcomes.

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.

Patrick W. Wing Speaking at Maryland GFOA 2026 Summer Conference 6/11

On Thursday, June 11, Patrick W. Wing, CFA, CIPM will be speaking at the Maryland Government Finance Officers Association (GFOA) 2026 Summer Conference in Ocean City, Maryland.

Pat will be presenting an educational session entitled “Non-Traditional Investments” for conference attendees, discussing why institutions allocate to non-traditional investments and providing a brief overview of the most-widely utilized non-traditional investments (real estate, infrastructure, private credit, private equity).

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.

Sam Frymier Speaking at NCPERS 2026 Annual Conference & Exhibition 5/18

On Monday, May 18, Sam Frymier will be speaking at the National Conference on Public Employee Retirement Systems’ (NCPERS) 2026 Annual Conference & Exhibition in Las Vegas.

Sam will be joining the Annual Investment Consultant Panel: Strategic Perspectives for Public Pension Funds with several investment professionals, described as follows:

As public pension systems navigate an increasingly complex investment landscape, the role of investment consultants remains critical in shaping long-term strategy and decision-making. This annual panel brings together leading investment consultants to share timely insights on market conditions, emerging risks, and evolving opportunities facing institutional investors.

The discussion will explore key themes influencing portfolio positioning, including asset allocation trends, risk management approaches, and the impact of macroeconomic and geopolitical developments. Panelists will also provide perspectives on how pension systems can adapt to changing market dynamics while maintaining focus on long-term objectives and fiduciary responsibilities.

Attendees will gain valuable insights into how consultants are advising clients in the current environment and practical considerations for aligning investment strategies with evolving market conditions.

Since 1941, NCPERS has been a trusted partner to pension leaders across local, county, and state retirement systems with the mission of connecting and empowering public pension leaders with the skills, strategies, and networks to solve today’s challenges and prepare for tomorrow’s. At the Annual Conference, attendees will explore the most pressing challenges facing public pensions and gain actionable insights to navigate them effectively. For more information, please visit the event webpage.

Tim Burdick and Greg Leonberger Speaking at Community Foundation of Middle Tennessee Event 5/7

On Thursday, May 7, Tim Burdick, CFA and Greg Leonberger, FSA, EA, MAAA, FCA will be speaking at an educational session hosted by the Community Foundation of Middle Tennessee: “Marquette Associates Investment Update for Fundholders: Understanding Your Fund in Today’s Changing Markets.”

The two will discuss portfolio performance before taking a detailed look at what today’s market conditions mean for long-term charitable giving, including the cost of missing the market’s best days, why disciplined investors tend to come out ahead over time, and how emotional decision-making during volatile periods can shape long-term results.

For more information, please visit the Community Foundation of Middle Tennessee website.

Chris Caparelli and Evan Frazier Speaking at Waukesha County Community Foundation Investment Update 4/30

On Thursday, April 30, Christopher Caparelli, CFA and Evan Frazier, CFA, CAIA will be speaking at the Waukesha County Community Foundation’s Investment Update event, held both in person and virtually.

Chris and Evan will be providing an overview of Marquette for attendees as well as a market update and outlook.

For more information, please visit the Waukesha County Community Foundation website.

Luis Sierra Speaking at TEXPERS 2026 Annual Conference 4/28

On Tuesday, April 28, Luis Sierra, CFA will be speaking at the Texas Public Employee Retirement System (TEXPERS) 2026 Annual Conference in Galveston Island, Texas.

Luis will be moderating a breakout session entitled, “Not Our First Rodeo: What Seasoned Investors are Watching in Private Credit and High Yield,” described as follows: This panel brings veteran credit investors together to assess today’s private credit and high-yield markets amid growing concerns about underwriting quality, shifting structures, and late-cycle behavior. The discussion will explore the macroeconomic backdrop, evolving deal terms, and AI-related investments. Panelists will examine what looks most compelling across the credit markets today.

The TEXPERS Annual Conference brings together trustees, administrators, and public pension professionals from across Texas for multiple days of education, discussion, and connection focused on public employee retirement systems. For more information, please visit the event website.