03.23.2026
Marquette Speaking at Markets Group 2026 Midwest Institutional Forum 4/21–22
On Wednesday, April 22, Greg Leonberger, FSA, EA, MAAA, FCA, Frank Valle, CFA, CAIA, and
On Wednesday, January 15, Dave Smith, CFA will be speaking at the Community Foundation of Northeast Iowa’s 2020 Professional Advisor Education Series event in Cedar Falls, Iowa.
Dave will be presenting a “Market Review and 2020 Outlook” for attendees. The session will address current themes in the global economy, equities, fixed income, and alternative asset classes. The annual education series is part of the Foundation’s partnership with professional advisors to provide support, expertise, and information to assist advisors in their work with clients to not only meet their financial goals, but support the community and causes they care about. The Community Foundation of Northeast Iowa serves as a resource for attorneys, financial planners, CPAs and other professionals to simplify giving for clients, recommend strategies, and help advisors connect with the community.
For more information, please visit the CFNEIA webpage.
03.23.2026
On Wednesday, April 22, Greg Leonberger, FSA, EA, MAAA, FCA, Frank Valle, CFA, CAIA, and
02.04.2026
On Tuesday, April 21, Frank Valle, CFA, CAIA will be speaking at the Southern Association of College…
04.10.2026
On Tuesday, April 28, Luis Sierra, CFA will be speaking at the Texas Public Employee Retirement System (TEXPERS)…
02.04.2026
On Tuesday, April 28, Stephanie Osten and James R. Wesner, CFA will be speaking at…
03.30.2026
On Thursday, April 30, Christopher Caparelli, CFA and Evan Frazier, CFA, CAIA will be speaking…
03.30.2026
On Monday, May 18, Sam Frymier will be speaking at the National Conference on Public Employee Retirement…
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