07.17.2024
Marquette Speaking at Institutional Investor 2024 Roundtable for Consultants & Institutional Investors 10/9
On Wednesday, October 9, Nat Kellogg, CFA, Dave Smith, CFA, Greg Leonberger, FSA,…
On Thursday, May 21st, Dave Smith, CFA will be speaking at a virtual roundtable hosted by Institutional Investor’s Institutional & Alternatives Investor Institutes.
Dave will be moderating a session focused on Endowments & Foundations: “For E&Fs, the Pandemic’s Effects Reach Far Beyond Portfolio Losses. What Does the Rest of 2020 Look Like?” As many endowments and foundations are facing operational variables on top of challenges in portfolio management, the panel will explore how E&Fs are thinking about the long term in the wake of coronavirus and how E&F investors might secure liquidity from a largely illiquid portfolio.
The Roundtable will bring together health care funds, endowments and foundations, public pension plans, and insurance investors to discuss how asset allocators and investment consultants are dealing with the disruption caused by COVID-19.
For more information, please visit the Institutional Investor Institute website.
07.17.2024
On Wednesday, October 9, Nat Kellogg, CFA, Dave Smith, CFA, Greg Leonberger, FSA,…
07.17.2024
On Tuesday, October 29, Luis Sierra, CFA will be speaking at New America Alliance’s Chicago Roadshow, Allocators Connection…
09.14.2024
On Tuesday, September 19th, Luis Sierra, CFA, will be speaking at the annual 529 Conference hosted by…
05.14.2024
On Thursday, September 12, Evan Frazier, CFA, CAIA will be speaking at the inaugural Fiduciary Investor Central Summit…
07.22.2024
On Thursday, August 1, Kweku Obed, CFA, CAIA will be speaking on a webinar hosted by CFA Institute…
07.08.2024
On Tuesday, July 23, Patrick W. Wing, CFA, CIPM and Sam Frymier will be speaking…
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