12.16.2020
Tom Latzke Speaking at Opal Group Public Funds Summit 2/11
On Thursday, February 11th, Tom Latzke, CAIA will be speaking at the 2021 Virtual Public Funds Summit…
On Thursday, September 24th, David H. 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.
12.16.2020
On Thursday, February 11th, Tom Latzke, CAIA will be speaking at the 2021 Virtual Public Funds Summit…
01.06.2021
On Wednesday, January 20th, Nichole Roman-Bhatty, CIMA® will be speaking at KORIED’s Plan Sponsor Virtual Educational Institute,…
09.16.2020
Lee H. Martin, Ph. D. will be speaking at the Florida Public Pension Trustees Association’s “PIVOT 2020: Challenge…
09.22.2020
On Wednesday, October 7th, Nichole Roman-Bhatty, CIMA®, will be speaking at the 2020 Mid-Atlantic Plan Sponsors (MAPS) Annual Trustee…
07.13.2020
On Wednesday, July 22nd, Tom Latzke, CAIA, will be speaking at the Missouri Association of Public Employees Retirement System…
05.29.2020
On Monday, June 29, Kweku Obed, CFA, CAIA will be participating in “Money Mondays with Melissa,” an event hosted…
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