04.17.2025
Luis Sierra Speaking at NAST 2025 Treasury Management Training Symposium 6/3
On Tuesday, June 3, Luis Sierra, CFA will be speaking at the 2025 Treasury Management Training Symposium…
On Monday, September 15, Dave Smith, CFA will be speaking at the 529 ‘Essentials’ Seminar hosted by Strategic Insight and PLANADVISOR in Orlando, FL.
Dave will discuss the structure of the investment line-up of 529 products and cover the following topics:
For more information, please visit the event’s website.
04.17.2025
On Tuesday, June 3, Luis Sierra, CFA will be speaking at the 2025 Treasury Management Training Symposium…
04.09.2025
On Wednesday, April 23, Sarah E.R. Wilson and Brad Hampton will be speaking at the Pennsylvania…
04.03.2025
On Tuesday, April 8, Kweku Obed, CFA, CAIA will be speaking at COLAB Connects’ Capital Connection: Spotlight on Small and…
01.31.2025
On Tuesday, March 25, Sam Frymier will be speaking at the Georgia Association of Public Pension Trustees (GAPPT)’s…
01.24.2025
On Wednesday, January 29, Matt Nowak, AIF® will be speaking at the Georgetown University Center for Retirement Initiatives…
12.06.2024
Lee H. Martin, Ph. D. and Patrick W. Wing, CFA, CIPM will be speaking at…
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