11.14.2025
Marquette Speaking at Greater Milwaukee Foundation Event 11/14
On Friday, November 14, Christopher Caparelli, CFA, Linsey Schoemehl Payne, and Nat Kellogg,…
On Wednesday, May 22, Dave Smith, CFA will be speaking at the National Association of State Treasurers 2019 Treasury Management Training Symposium in Providence, Rhode Island.
As a public funds expert, Dave will be presenting as part of the “ABLE Investment Design – Did We Get it Right?” panel with several other investment professionals. The panel will explain the structure of ABLE plan investment options available, including an industry snapshot of current investment offerings and in-depth data on uptake and usage, the thought processes behind initial investment option construction, and how plans meet the goals of account beneficiaries while identifying potential enhancements going forward.
The National Association of State Treasurers (NAST) provides advocacy and support that enables member states to pursue and administer sound financial policies and programs benefiting the citizens of the nation. The annual Treasury Management Training Symposium brings together state finance officials, their staff, and finance professionals to discuss matters of mutual concern, as well as exchange information regarding best practices and innovative policies.
For more information, please visit the event webpage.
11.14.2025
On Friday, November 14, Christopher Caparelli, CFA, Linsey Schoemehl Payne, and Nat Kellogg,…
06.30.2025
10.31.2025
On Wednesday, November 12, Patrick W. Wing, CFA, CIPM and Sarah E.R. Wilson will be speaking…
09.08.2025
On Monday, November 10, William Torre, Jr., CFA, CAIA and Nic Solecki, CBDA will be…
09.30.2025
On Thursday, October 30, Linsey Schoemehl Payne will be speaking at Finance Forward: A Forum for Diversity in…
09.10.2025
On Thursday, October 30, Christopher Caparelli, CFA and Evan Frazier, CFA, CAIA will be…
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.
If you have questions or need further information, please contact us directly and we will respond to your inquiry within 24 hours.
Contact Us >