01.09.2025
Marquette Views on 2025 Traditional Investments Outlook Featured on Nonprofit News
Published January 9, Director of Research and Managing Partner Greg Leonberger, FSA, EA, MAAA, FCA was interviewed for…
On Wednesday, January 18, Dave Smith, CFA will be speaking at the Community Foundation of Northeast Iowa’s 2023 Professional Advisor Education Series event in Cedar Falls, Iowa.
Dave will be presenting a “Market Review and 2023 Outlook” for attendees. The session will address current themes in the global economy, equities, fixed income, and alternative asset classes.
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. Their annual series of complimentary charitable continuing education events brings together professional advisors around topics that will help to enrich their communities. For more information, please visit the CFNEIA website.
01.09.2025
Published January 9, Director of Research and Managing Partner Greg Leonberger, FSA, EA, MAAA, FCA was interviewed for…
03.03.2025
On Wednesday, April 9, Tim Burdick, CFA and Nat Kellogg, CFA will be speaking…
12.11.2024
On Wednesday, January 15, Dave Smith, CFA and Jack Sannes, CFA, CAIA will be…
05.31.2024
On Tuesday, July 16, Jack Sannes, CFA, CAIA will be speaking at a Community Foundation of Northeast…
03.12.2024
On Wednesday, May 22, Stephanie Osten will be speaking at the CFA Society of Pittsburgh’s Annual Endowments &…
12.18.2023
On Wednesday, January 17, Dave Smith, CFA will be speaking at the Community Foundation of Northeast Iowa’s 2024 Professional…
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