09.10.2025
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…
On Monday, February 26, Brian Wrubel will be speaking at the 2024 IUPAT Professionals Forum hosted by the Painters and Allied Trades Labor Management Cooperation Initiative (LMCI) in Las Vegas.
Brian will be presenting “Economic Update and Investment Strategies for Multiemployer Employee Benefit Plans in 2024 and Beyond” at the Forum, described as follows: With an upcoming presidential election, ever-changing challenges in the domestic economy, and global political and economic uncertainty, the next 12 to 18 months will require careful attention and analysis by trustees and plan professionals responsible for making decisions impacting the investment portfolios of employee benefit plans. This session will review key economic indicators, market trends and asset allocation strategies to assist plan fiduciaries and plan professionals in navigating the challenges of achieving fiduciary prudence while maximizing investment returns.
For more information, please visit the event website.
09.10.2025
On Thursday, October 30, Christopher Caparelli, CFA and Evan Frazier, CFA, CAIA will be…
06.30.2025
09.30.2025
On Thursday, October 30, Linsey Schoemehl Payne will be speaking at Finance Forward: A Forum for Diversity in…
09.08.2025
On Monday, November 10, William Torre, Jr., CFA, CAIA and Nic Solecki, CBDA will be…
10.14.2025
On Thursday, October 16, Tim Burdick, CFA and David Hernandez, CFA will be speaking…
06.30.2025
On Monday, September 29, Luis Sierra, CFA, will be speaking at the annual 529 Conference hosted by…
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