Services Tags: Fiduciary Education

Marquette Co-Chairing, Speaking at KORIED 2024 Plan Sponsor Educational Institute 1/18

On Thursday, January 18, Lee H. Martin, Ph. D. and Greg Leonberger, FSA, EA, MAAA, FCA will be speaking at KORIED’s 2024 Plan Sponsor Educational Institute, held January 16–19 in Key West, Florida.

Lee is co-chairing the event on Thursday, moderating a panel entitled, “Opportunities in Infrastructure and Real Assets Across the Energy Transition” with several investment professionals.

Greg will be moderating the opening Consultant Roundtable for the day, themed “Recent and future expected asset flow trends within institutional markets,” and featuring several investment consultant representatives.

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.

Dave Smith Speaking at CFNEIA Professional Advisor Education Series 1/17

On Wednesday, January 17, Dave Smith, CFA will be speaking at the Community Foundation of Northeast Iowa’s 2024 Professional Advisor Education Series event in Cedar Falls, Iowa.

Dave will be presenting a “Market Review and 2024 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 Wing and Sam Frymier Speaking at PSACC Fall Conference 11/17

On Friday, November 17th, Patrick W. Wing, CFA, CIPM, and Sam Frymier will be speaking at the Pennsylvania State Association of County Controllers’ (PSACC) 2023 Fall Conference in Lancaster, Pennsylvania.

Pat and Sam will be presenting 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. 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 11/8

On Wednesday, November 8, 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 participating in a Q&A discussion on fixed income at the workshop, looking back at market moves so far this year and toward what the future holds. 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.

Greg Leonberger and Nic Solecki Speaking at IFEBP 2023 Conference 10/2

Greg Leonberger, FSA, EA, MAAA, FCA, and Nic Solecki will be speaking at the 69th Annual International Foundation of Employee Benefit Plans Conference in Boston.

Greg and Nic will be co-presenting an educational session on cryptocurrency and digital assets at the conference entitled, “Cryptocurrency in its Current State.” The session will cover recent performance and topics in cryptocurrency, fallout from FTX, developments in federal legislation and regulation, and evaluating crypto exposure in current and proposed investment options.

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.

Marquette Speaking at RCRI 2023 Annual Conference 9/28

On Thursday, September 28, Aimee O’Connor, CFP® and Ibrahim Rashid will be speaking at the 2023 Resource Center for Religious Institutes (RCRI) Annual Conference, “Communications in a Synodal Church: Opportunities and Challenges,” in St. Louis, Missouri.

Aimee and Ibrahim will be joining a panel alongside several industry and investment professionals, titled, “Climate Change, Diversity, Equity and Inclusion: Risks and Opportunities in Investments.” The group will address uncertainties, risks, and opportunities around climate change and diversity, equity, and inclusion as interest and effects continue to shift, as well as how investments can be implemented to address these issues and to create positive impacts.

The RCRI National Conference brings together members of RCRI for a program that includes 41 workshops covering topics related to finance, canon and civil law, and planning for institutes in transition. For more information, please visit the event webpage.

David Hernandez Speaking at Illinois Treasurer’s 2023 Diversity in Investments Forum 9/21

On Thursday, September 21, David Hernandez, CFA will be speaking at the 2023 Diversity in Investments Forum hosted by Illinois State Treasurer Michael W. Frerichs in Chicago.

David will be moderating a panel entitled, “Business Diversity Across the Spectrum of Capital Raising and Financing” as well as leading a tabletop discussion.

The Diversity in Investments Forum brings together Treasurer Frerichs’  team of internal portfolio managers and firms and organizations across the financial services sector to ignite connectivity with minority, woman, veteran, and disabled-owned (“MWVD)” investment firms, depository institutions, and other financial service providers.

Greg Leonberger Speaking at Pensions & Investments 2023 Public Funds Conference 9/20

On Wednesday, September 20, Greg Leonberger, FSA, EA, MAAA, FCA will be speaking at the 2023 Public Funds Conference, “Public Funds: Navigating a New World,” hosted by Pensions & Investments in Scottsdale, Arizona.

Greg will be joining the Return Assets & Volatility panel and tabletop discussion, described as follows: In a functional asset allocation model, growth assets can encompass a lot of different types of assets designed to achieve expected return. The big part of that is doing so with as little volatility as possible. How are investors approaching growth strategies and how are they building portfolios to manage for volatility? This session will address exactly how to achieve growth with traditional and non-traditional assets.

P&I’s Public Funds Conference will bring public pension executives together for exclusive, educational programming on portfolio construction, asset allocation opportunities, and governance that work together to meet target benchmarks and serve the needs of plan participants. For more information, visit the event webpage.

Dave Smith Speaking at 2023 529 Conference 9/19

On Tuesday, September 19th, Dave Smith, CFA, will be speaking at the annual 529 Conference hosted by ISS Market Intelligence in Grande Lakes, Florida.

Dave will be presenting a session entitled, “Structuring & Evaluating the Investment Lineup.” 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.

Sarah E.R. Wilson Speaking at PSACC 2023 Annual Conference 7/25

On Tuesday, July 25, Sarah E.R. Wilson will be speaking at the Pennsylvania State Association of Country Controllers’ (PSACC) 2023 Annual Conference in Blue Bell, 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.