03.30.2023
Luis Sierra Speaking at Institutional Investor Institute Public Funds Roundtable 4/26
On Wednesday, April 26, Luis Sierra, CFA will be speaking at the Public Funds Roundtable,…
On Wednesday, June 14, David H. Smith, CFA will be speaking at the National Association of State Treasurers’ 2023 Treasury Management Training Symposium (TMTS) in Portland, Oregon.
Dave will be speaking on a panel entitled, “Cover Your Assets – Educating and engaging your board.” The session will explore the various oversight roles boards can, do, and even should play in 529 plans by addressing fiduciary duties of the board and how to fulfill those duties, board engagement in plan activities, and questions boards can ask to ensure they are providing adequate oversight.
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.
03.30.2023
On Wednesday, April 26, Luis Sierra, CFA will be speaking at the Public Funds Roundtable,…
03.09.2023
On Tuesday, March 21, Kweku Obed will be speaking at the Fourteenth Annual Georgia Association of…
02.13.2023
On Tuesday, February 28, Glenn E. Ross will be speaking at the 2023 College Savings Plan Network Prepaid…
01.05.2023
On Thursday, January 12, Tom Latzke, CAIA will be speaking at Opal Group’s Public Funds Summit 2023 in…
11.16.2022
Marquette Managing Director Kweku Obed, CFA, CAIA has been appointed by President Joseph R. Biden, Jr. to the…
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