09.10.2026
Alternative Investments in 401(k) Plans Views Featured in Benefits Magazine
An article co-authored by Investment Consultant and Partner
On January 31, Dave Smith, CFA will be speaking at the Georgetown University Center for Retirement Initiatives (CRI) Annual State-Facilitated Retirement Savings Program Network (SRSPN) Conference at the Newman Alumni Center at the University of Miami, in Coral Gables, Florida.
Dave will be joining a panel entitled, “Benchmarking Program Performance: How Will Program Success Be Defined and Measured Using Program Data?” with several investment professionals.
The SRSPN brings together state executives, legislators, and other key stakeholders to share the latest updates on legislative and program implementation best practices and lessons learned. For more information, please visit the CRI website.
09.10.2026
An article co-authored by Investment Consultant and Partner
08.27.2026
On Wednesday, October 7, Evan Frazier, CFA, CAIA will be speaking at Institutional Investor’s 2026 Roundtable for Consultants…
09.22.2026
The City of Pittsburgh Comprehensive Municipal Pension Trust Fund (“CMPTF”) is seeking proposals from qualified companies to serve as a…
08.27.2026
William Torre, Jr., CFA, CAIA will be speaking at the 72nd Annual International Foundation of Employee Benefit…
07.01.2026
On Tuesday, September 29, Matt Nowak, AIF® will be speaking at the Georgia Association of Public Pension…
07.01.2026
On Wednesday, September 23, Luis Sierra, CFA, will be speaking at the annual 529 Conference hosted by…
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