09.23.2024
Patrick W. Wing Speaking at Institute of Internal Auditors 2024 Joint Controller’s Seminar 10/28
On Monday, October 28, Patrick W. Wing, CFA, CIPM will be speaking at the Annual Joint Controller’s…
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.
09.23.2024
On Monday, October 28, Patrick W. Wing, CFA, CIPM will be speaking at the Annual Joint Controller’s…
10.02.2024
On Wednesday, October 30, Frank Valle, CFA, CAIA, and Evan Frazier, CFA, CAIA will be…
09.14.2024
On Wednesday, November 13, Patrick W. Wing, CFA, CIPM will be speaking at the Pennsylvania Association of…
10.01.2024
On Friday, November 22, Patrick W. Wing, CFA, CIPM, and Sarah E.R. Wilson will be…
07.17.2024
On Wednesday, October 9, Nat Kellogg, CFA, Dave Smith, CFA, Greg Leonberger, FSA,…
09.25.2024
On Wednesday, October 2, Linsey Schoemehl Payne will be speaking at the 2024 Diversity in Investments Forum…
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