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 Tuesday, May 1, Dave Smith, CFA, will be speaking at the Association of Investment Management Sales Executives’ (AIMSE) 41st Annual Marketing & Sales Conference in Miami.
Dave will speak as a panelist during the session, “The Changing Landscape of Healthcare”. The panel will consist of investment professionals from health organizations and consultants with a focus on the health care space. Topics of discussion will include the following are designed to address the changing landscape of healthcare institutions, an evolving distribution channel for asset managers:
For more information, please visit the AIMSE event page.
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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