01.09.2025
Marquette Views on 2025 Traditional Investments Outlook Featured on Nonprofit News
Published January 9, Director of Research and Managing Partner Greg Leonberger, FSA, EA, MAAA, FCA was interviewed for…
On Thursday, October 1st, Christopher Caparelli, CFA will be speaking at Opal Group’s Endowment & Foundation Forum 2020, being held virtually this year.
Chris will be participating in a panel entitled, “Styles and Strategies to Mitigate Portfolio Risk,” with several industry professionals. The Endowment & Foundation Forum will provide a virtual platform for delegates to exchange ideas and best practices covering investment strategy and portfolio planning, including insights on how to navigate the current market uncertainty.
For more information, please visit the event webpage.
01.09.2025
Published January 9, Director of Research and Managing Partner Greg Leonberger, FSA, EA, MAAA, FCA was interviewed for…
12.11.2024
On Wednesday, January 15, Dave Smith, CFA and Jack Sannes, CFA, CAIA will be…
05.31.2024
On Tuesday, July 16, Jack Sannes, CFA, CAIA will be speaking at a Community Foundation of Northeast…
03.12.2024
On Wednesday, May 22, Stephanie Osten will be speaking at the CFA Society of Pittsburgh’s Annual Endowments &…
12.18.2023
On Wednesday, January 17, Dave Smith, CFA will be speaking at the Community Foundation of Northeast Iowa’s 2024 Professional…
11.09.2023
Published November 8, Linsey Schoemehl Payne, Chief Compliance Officer and Managing Partner, was interviewed for “
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