09.10.2026
Alternative Investments in 401(k) Plans Views Featured in Benefits Magazine
An article co-authored by Investment Consultant and Partner
On Thursday, September 21, David Hernandez, CFA will be speaking at the 2023 Diversity in Investments Forum hosted by Illinois State Treasurer Michael W. Frerichs in Chicago.
David will be moderating a panel entitled, “Business Diversity Across the Spectrum of Capital Raising and Financing” as well as leading a tabletop discussion.
The Diversity in Investments Forum brings together Treasurer Frerichs’ team of internal portfolio managers and firms and organizations across the financial services sector to ignite connectivity with minority, woman, veteran, and disabled-owned (“MWVD)” investment firms, depository institutions, and other financial service providers.
09.10.2026
An article co-authored by Investment Consultant and Partner
10.23.2026
On Thursday, October 29, Patrick W. Wing, CFA, CIPM will be speaking at the Pennsylvania State Association…
10.23.2026
On Thursday, October 29, Christopher Caparelli, CFA and Evan Frazier, CFA, CAIA will be…
08.27.2026
William Torre, Jr., CFA, CAIA will be speaking at the 72nd Annual International Foundation of Employee Benefit…
09.28.2026
On Thursday, October 8, David Hernandez, CFA will be speaking at the eighth annual Consultant and Manager…
08.27.2026
On Wednesday, October 7, Evan Frazier, CFA, CAIA and James Torgerson will be speaking at…
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