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 Tuesday, September 19th, Dave Smith, CFA, will be speaking at the annual 529 Conference hosted by ISS Market Intelligence in Grande Lakes, Florida.
Dave will be presenting a session entitled, “Structuring & Evaluating the Investment Lineup.” The 529 conference brings together the entire 529 and ABLE ecosystem and includes critical conversation and debate surrounding the latest federal and state legislative developments, product enhancements, investment trends, marketing campaigns, distribution strategies, operational initiatives, consumer insights, and regulatory and compliance announcements.
For more information, please visit the 529 Conference 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…
03.20.2025
On Thursday, March 27, Christopher Caparelli, CFA and Jessica Noviskis, CFA will be speaking at the…
01.31.2025
On Tuesday, March 25, Sam Frymier will be speaking at the Georgia Association of Public Pension Trustees (GAPPT)’s…
02.04.2025
On Tuesday, February 11, Brian Wrubel will be speaking at the 2025 Advanced Trustees and Administrators Institute…
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