Services Tags: Fiduciary Education

Marquette Speaking at Greater Milwaukee Foundation Event 11/14

On Friday, November 14, Christopher Caparelli, CFA, Linsey Schoemehl Payne, and Nat Kellogg, CFA will be speaking at an Investor Briefing Meet and Greet hosted by the Greater Milwaukee Foundation.

The three will be providing an overview of Marquette, the Foundation’s investment objectives and approach, and a market update for attendees.

The Greater Milwaukee Foundation is Wisconsin’s largest community foundation and was among the first established in the world. For more than a century, the Foundation has been at the heart of the civic community, helping donors achieve the greatest philanthropic impact, elevating the work of changemakers across neighborhoods, and bringing people and organizations together to help our region thrive. Racial equity is the Foundation’s North Star, guiding its investments and strategies for social and economic change. Leveraging generations of community knowledge, cross-sector partnerships and more than $1 billion in financial assets, the Foundation is committed to reimagining philanthropy, catalyzing systems change, convening and following community voice, and building inclusive culture to transform our region into a Milwaukee for all. For more information, please visit their website.

Patrick W. Wing and Sarah E.R. Wilson Speaking at 2025 PSACC Fall Conference 11/12

On Wednesday, November 12, Patrick W. Wing, CFA, CIPM and Sarah E.R. Wilson will be speaking at the Pennsylvania State Association of County Controllers’ (PSACC) 2025 Fall Conference in Lancaster, Pennsylvania.

Pat and Sarah will be presenting, “2025 Pennsylvania County Database Report,” 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.

William Torre and Nic Solecki Speaking at IFEBP 2025 Conference 11/10

On Monday, November 10, William Torre, Jr., CFA, CAIA and Nic Solecki, CBDA will be speaking at the 71st Annual International Foundation of Employee Benefit Plans Conference in Honolulu.

Billy and Nic will be presenting an educational session on cryptocurrency and digital assets at the conference entitled, “Cryptocurrency: The Impact of Deregulation for Investments.” The session will provide an overview of cryptocurrency as an investment vehicle, new developments, new administration deregulation, central bank digital currency, exchange-traded funds (ETFs), how investment managers are investing in crypto, and understanding your indirect exposure risk.

The IFEBP Annual Conference is the largest gathering of multiemployer and public employee benefit plan representatives, with attendees from across the country. IFEBP is an educational organization dedicated to providing the diverse employee benefits community with objective, solution-oriented education, research, and information to ensure the health and financial security of plan beneficiaries worldwide. For more information, please visit the conference website.

Linsey Schoemehl Payne Speaking at Illinois Treasurer’s 2025 Diversity in Investments Forum 10/30

On Thursday, October 30, Linsey Schoemehl Payne will be speaking at Finance Forward: A Forum for Diversity in Investments, hosted by Illinois State Treasurer Michael Frerichs in Chicago.

Linsey will be joining a panel entitled, “Decoding Regulation – Insights for Investors,” a dynamic discussion among experts from legal, regulatory, and the public sector focused on the latest developments and executive orders shaping approaches to diversity in the investment industry.

Now in its tenth year, the annual Diversity in Investments Forum brings together Treasurer Frerichs’  team of internal portfolio managers and minority, woman, veteran, and disabled-owned (MWVD) investment firms and service providers with institutional allocators, consultants, and investors in the industry and facilitates connections and discussions on best practices around the evolving issues in the equity, diversity, and inclusion space. For more information, please visit the Illinois State Treasurer website.

Chris Caparelli and Evan Frazier Speaking at Stark Community Foundation Event 10/30

On Thursday, October 30, Christopher Caparelli, CFA and Evan Frazier, CFA, CAIA will be speaking on an investing-focused webinar hosted by the Stark Community Foundation.

Chris and Evan will be providing an overview of Marquette and the Foundation’s investments for attendees as well as an overview of artificial intelligence in the investment industry.

For more information, please visit the Stark Community Foundation website.

Tim Burdick and David Hernandez Speaking at Community Foundation of Middle Tennessee Event 10/16

On Thursday, October 16, Tim Burdick, CFA and David Hernandez, CFA will be speaking at an educational session hosted by the Community Foundation of Middle Tennessee: “Fundholders Investment Update: Market Review & Global Equity Outlook.”

The conversation will cover:

  • Current market trends and federal policy shifts that shape our investment environment
  • An in-depth review of Community Foundation’s portfolio, built for resilience and long-term growth
  • Insight into global equities and what lies ahead in 2025, paired with a perspective on how these dynamics strengthen the impact of your individual fund in the community

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

Luis Sierra Speaking at 2025 529 Conference 9/29

On Monday, September 29, 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,” 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 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.

Brad Hampton Speaking at National Public Pension Fund Association 2025 National Round Table Conference 8/12

On Tuesday, August 12, Brad Hampton will be speaking at the National Public Pension Fund Association’s (NPPFA) 2025 National Round Table Conference in Delavan, Wisconsin.

Brad will be moderating a panel on the consolidation of public pension fund assets, featuring several panelists representing public pensions around the country.

The National Public Pension Fund Association (NPPFA) is a registered 501(c)(3) non-profit organization founded in 2019 but developed its roots in a state-specific not-for-profit umbrella organization representing public pensions and institutional funds in 1985. As the demand grew for prudent stewardship over governmental deferred compensation 457 plans, the NPPFA was established to offer training, services, and support to investors, public employers, and their organizations. For more information, please visit the NPPFA website.

Sarah E.R. Wilson Speaking at PSACC 2025 Annual Conference 7/29

On Tuesday, July 29, Sarah E.R. Wilson will be speaking at the Pennsylvania State Association of County Controllers’ (PSACC) 2025 Annual Conference in Erie, PA.

Sarah will be moderating an Investment Panel 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.

Frank Valle Speaking at 2025 Association of Public Treasurers of the United States & Canada Annual Conference 7/21

On Monday, July 21, Frank Valle, CFA, CAIA will be speaking at the Association of Public Treasurers of the United States & Canada (APT US&C) 59th Annual Conference in Oak Brook Hills, Illinois.

Frank will be co-presenting an Economic Update with Erin Slone, Deputy Director of Illinois Funds for Outreach, described as follows: Navigate today’s complex economic landscape with insights from experts at Marquette Associates, investment consultant to the Illinois State Treasurer’s Office, who will examine the implications of current economic volatility, evolving trade policies and tariffs, geopolitical conflicts, and employment trends on municipal investment portfolios. Our session will cut through market noise to provide clear analysis of how these macroeconomic forces directly impact local government treasury operations and investment strategies. Attendees will also discover comprehensive treasury management tools and investment solutions offered by the Illinois State Treasurer’s Office, designed specifically to help municipalities safeguard and optimize their financial resources during uncertain times.

The Association of Public Treasurers of the United States and Canada was founded in 1965 and represents public treasury and finance officials in local, county, and state/provincial governments throughout North America. The Association’s mission is “to provide quality treasury management education and training, professional certification, peer interaction, and professional connection opportunities for public treasury and financial officials.” For more information, please visit the conference webpage.