Dave Smith Speaking at NAST 2022 Treasury Management Training Symposium 6/7–8

June 01, 2022

On June 7th and 8th, Dave Smith, CFA will be speaking at the National Association of State Treasurers’ 2022 Treasury Management Training Symposium (TMTS) in San Antonio, Texas.

Dave will be speaking on two panels at TMTS. On Tuesday, he’ll join “Understanding, Tracking, and Communicating the Major Market Themes of 2022: Geopolitical Volatility, Inflation, and Rising Interest Rates,” covering the three major market themes of 2022 for professionals with a wide range of roles within the 529 world. Attendees will gain a better understanding of each theme as well as how best to communicate details to 529 plan participants. On Wednesday, he’ll join “ABLE INVESTMENT STRUCTURES: Does Your 2016 Design Still Work Today?” and discuss current ABLE investment philosophy and structure, and share new disability consumer data to help consider and prepare for the future of ABLE investment portfolio design. Panelists will overview how strategies, portfolio line-ups, and other considerations have changed in the nearly six years since the first ABLE program launched.

The National Association of State Treasurers serves as the nation’s foremost authority for responsible state treasury programs and related financial practices, policies, and education. For more information, visit the event webpage.