David H. Smith Speaking at CFNEIA Professional Advisor Education Series 1/15

January 06, 2020

On Wednesday, January 15, David H. 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.

Related Content

09.16.2020

Lee H. Martin Speaking at Florida Public Pension Trustees Association Conference 10/26

Lee H. Martin, Ph. D. will be speaking at the Florida Public Pension Trustees Association’s “PIVOT 2020: Challenge…

09.30.2020

Chris Caparelli Speaking at Opal Group Endowment & Foundation Forum 10/1

On Thursday, October 1st, Christopher Caparelli, CFA will be speaking at Opal Group’s Endowment & Foundation Forum 2020, being…

05.21.2020

David H. Smith Speaking at Institutional Investor Virtual Roundtable 5/21

On Thursday, May 21st, David H. Smith, CFA will be speaking at a virtual roundtable hosted by Institutional Investor’s Institutional & Alternatives…

12.16.2019

Target Date Funds Education Featured in Benefits Magazine

Marquette research was featured in the December 2019 edition of Benefits Magazine. The article, To or Through: Evaluating TDF Glide Paths,…

11.11.2019

Lee Martin and Kit McCarty Presenting at PSACC Conference 11/14

On Thursday, November 14, Lee H. Martin, Ph. D. and Kit McCarty, CEBS, REBC, AIF®, C(k)P® will be…

06.04.2019

2019 Investment Symposium

  Friday, October 4, 2019 8:00 AM -…

More updates

Subscribe to Research Email Alerts

Research Email Alert Subscription

Research alerts keep you updated on our latest research publications. Simply enter your contact information, choose the research alerts you would like to receive and click Subscribe. Alerts will be sent as research is published.

We respect your privacy. We will never share or sell your information.

Thank You

We appreciate your interest in Marquette Associates.

If you have questions or need further information, please contact us directly and we will respond to your inquiry within 24 hours.

Contact Us >