09.25.2024
Linsey Schoemehl Payne Speaking at Illinois Treasurer’s 2024 Diversity in Investments Forum 10/2
On Wednesday, October 2, Linsey Schoemehl Payne will be speaking at the 2024 Diversity in Investments Forum…
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.
09.25.2024
On Wednesday, October 2, Linsey Schoemehl Payne will be speaking at the 2024 Diversity in Investments Forum…
07.17.2024
On Wednesday, October 9, Nat Kellogg, CFA, Dave Smith, CFA, Greg Leonberger, FSA,…
09.23.2024
On Monday, October 28, Patrick W. Wing, CFA, CIPM will be speaking at the Annual Joint Controller’s…
10.02.2024
On Wednesday, October 30, Frank Valle, CFA, CAIA, and Evan Frazier, CFA, CAIA will be…
09.14.2024
On Wednesday, November 13, Patrick W. Wing, CFA, CIPM will be speaking at the Pennsylvania Association of…
10.01.2024
On Friday, November 22, Patrick W. Wing, CFA, CIPM, and Sarah E.R. Wilson will be…
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