01.07.2026
Marquette Speaking at PSACC 2026 New Controller Workshop 2/3
On Tuesday, February 3, Patrick W. Wing, CFA, CIPM and Sarah E.R. Wilson will be…
On Wednesday, January 15, Dave Smith, CFA and Jack Sannes, CFA, CAIA will be speaking at the Community Foundation of Northeast Iowa’s 2025 Professional Advisor Education Series event in Cedar Falls, Iowa.
The two will be presenting a “Market Review and 2025 Outlook” for attendees. The session will address current themes in the global economy, equities, fixed income, and alternative asset classes.
The Community Foundation of Northeast Iowa serves as a resource for attorneys, financial planners, CPAs, and other professionals to simplify giving for clients, recommend strategies, and help advisors connect with the community. Their quarterly series of complimentary charitable continuing education events brings together professional advisors around topics that will help to enrich their communities. For more information, please visit the CFNEIA website.
01.07.2026
On Tuesday, February 3, Patrick W. Wing, CFA, CIPM and Sarah E.R. Wilson will be…
01.23.2026
On Monday, February 16, William Torre, Jr., CFA, CAIA will be speaking at the 2026 IUPAT Professionals…
01.05.2026
Lee H. Martin, Ph. D. and Greg Leonberger, FSA, EA, MAAA, FCA will be speaking…
06.30.2025
11.14.2025
On Friday, November 14, Christopher Caparelli, CFA, Linsey Schoemehl Payne, and Nat Kellogg,…
10.31.2025
On Wednesday, November 12, Patrick W. Wing, CFA, CIPM and Sarah E.R. Wilson will be speaking…
Research alerts keep you updated on our latest research publications. Simply enter your contact information, choose the research alerts you would like to receive and click Subscribe. Alerts will be sent as research is published.
We respect your privacy. We will never share or sell your information.
If you have questions or need further information, please contact us directly and we will respond to your inquiry within 24 hours.
Contact Us >