07.18.2022
2022 Investment Symposium
Friday, September 23, 2022 8:00 AM…
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.
04.12.2022
On Wednesday, May 18th, James R. Wesner, CFA will be speaking at the CFA Society of Pittsburgh’s Endowments…
09.08.2021
Announced last week, Managing Partner Glenn E. Ross has been named to Chief Investment Officer’s 10th annual list…
05.21.2020
On Thursday, May 21st, David H. Smith, CFA will be speaking at a virtual roundtable hosted by Institutional Investor’s Institutional & Alternatives…
01.06.2020
On Wednesday, January 15, David H. Smith, CFA will be speaking at the Community Foundation of Northeast Iowa’s 2020 Professional…
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