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 Thursday, September 24th, Dave Smith, CFA, will be speaking at “529 Conference: Required market intelligence for 529 & ABLE,” an annual conference held virtually this year.
Dave will be moderating a panel entitled, “Conservative Investment Strategies,” with several industry professionals. Through a series of online panels, presentations, and virtual networking, the 529 Conference covers significant trends, challenges, and opportunities facing the 529 and ABLE industry today 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 event page.
01.07.2026
On Tuesday, February 3, Patrick W. Wing, CFA, CIPM and Sarah E.R. Wilson will be…
01.28.2026
On Thursday, February 19, Evan Frazier, CFA, CAIA will be speaking at the 2026 Southeast U.S. Public Pension…
01.05.2026
Lee H. Martin, Ph. D. and Greg Leonberger, FSA, EA, MAAA, FCA will be speaking…
11.24.2025
On Tuesday, January 6, Tom Latzke, CAIA will be speaking at Opal Group’s Public Funds Summit 2026…
10.31.2025
On Wednesday, November 12, Patrick W. Wing, CFA, CIPM and Sarah E.R. Wilson will be speaking…
09.30.2025
On Thursday, October 30, Linsey Schoemehl Payne will be speaking at Finance Forward: A Forum for Diversity in…
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