09.10.2026
Alternative Investments in 401(k) Plans Views Featured in Benefits Magazine
An article co-authored by Investment Consultant and Partner
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.
09.10.2026
An article co-authored by Investment Consultant and Partner
07.01.2026
On Monday, September 23, Luis Sierra, CFA, will be speaking at the annual 529 Conference hosted by…
07.01.2026
On Tuesday, September 29, Matt Nowak, AIF® will be speaking at the Georgia Association of Public Pension…
08.27.2026
William Torre, Jr., CFA, CAIA will be speaking at the 72nd Annual International Foundation of Employee Benefit…
08.14.2026
On Tuesday, August 25, Patrick W. Wing, CFA, CIPM will be speaking at the National Round Table…
07.01.2026
On Tuesday, July 28, Sarah E.R. Wilson will be speaking at the Pennsylvania State Association of County…
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