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, October 17, David Hernandez, CFA will be speaking at the sixth annual Consultant and Manager Retreat hosted by the National Association of Securities Professionals (NASP) in Dallas, Texas.
David will be joining the Consultant Outlook Discussion with fellow industry professionals. The Annual Consultant & Manager Retreat is an opportunity for institutional consultants to identify talented diverse-owned asset management firms. Concurrently, it provides an effective means for diverse-owned managers to better understand the critical role of institutional consultants and how best to engage with them. For more information, please visit the event webpage.
09.10.2026
An article co-authored by Investment Consultant and Partner
07.01.2026
On Monday, September 23, Luis Sierra, CFA, will be speaking at the annual 529 Conference hosted by…
07.01.2026
On Tuesday, September 29, Matt Nowak, AIF® will be speaking at the Georgia Association of Public Pension…
08.27.2026
On Wednesday, October 7, Nat Kellogg, CFA will be speaking at Institutional Investor’s 2026 Roundtable for Consultants…
08.27.2026
William Torre, Jr., CFA, CAIA will be speaking at the 72nd Annual International Foundation of Employee Benefit…
08.14.2026
On Tuesday, August 25, Patrick W. Wing, CFA, CIPM will be speaking at the National Round Table…
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