12.12.2025
Marquette Speaking at With Intelligence 2026 Institutional Partnership Retreat 3/2–3
Luis Sierra, CFA will be speaking at With Intelligence’s Institutional Partnership Retreat in Dallas, Texas on March…
On Wednesday, June 22nd, Brian Wrubel will be speaking at Institutional Investor’s Roundtable for Consultants & Institutional Investors, originally scheduled for October 2021, in Chicago.
Brian will be joining a main stage panel entitled, “How Consultants Are Providing an Edge,” with several investment professionals. The panel will address the following: The steady growth of evolving partnership models – OCIOs, direct and co-investments – continues to prompt a big question for investors: beyond manager selection, what role do consultants play?
The Consultants Roundtable will bring together large and boutique investment consultants and institutional investors of all types and sizes to discuss investment management in a post-pandemic era. For more information, visit the event webpage.
12.12.2025
Luis Sierra, CFA will be speaking at With Intelligence’s Institutional Partnership Retreat in Dallas, Texas on March…
12.08.2025
On March 4 and 5, Ryan P. Tracy, CFP® and Frank Valle, CFA, CAIA will…
06.30.2025
08.22.2025
On Tuesday, October 28, Nat Kellogg, CFA will be speaking at GCM Grosvenor’s 2025 Small and Emerging Managers…
10.14.2025
On Thursday, October 16, Tim Burdick, CFA and David Hernandez, CFA will be speaking…
08.11.2025
On Wednesday, October 8, Nat Kellogg, CFA, Frank Valle, CFA, CAIA, and Evan…
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