Dave Smith Speaking on NAST 529 Plan Panel 6/16

June 09, 2016

On Thursday, June 16, Dave Smith, CFA will be speaking at the National Association of State Treasurer’s Treasury Management Training Symposium in New Orleans. He will be participating in the college savings track panel “Strategic Thinking for Today’s Volatile Markets”. This panel will present a broad view of asset allocation and an appropriate mix of investment options for 529 plans. It will delve into the considerations for boards as they consider the continued needs of their participants in the face of equity volatility and negligible fixed income returns. Other panelists include Rodrigo Garcia, chief investment officer, Office of the Illinois State Treasurer.

David helps to lead 529 plan guidance for Marquette Associates and is a regular speaker on related topics. Marquette provides defined contribution consulting services for more than 95 plans with $20 billion in assets, from corporate, public and Taft-Hartley clients to nonprofit and healthcare. Based on more than 20 years of experience and research, the Marquette approach to defined contribution plan stewardship focuses on helping plan sponsors adopt a robust governance and monitoring framework.

For more information about the Treasury Management Training Symposium, please visit the NAST website.