08.14.2026
Patrick W. Wing Speaking at National Public Pension Fund Association National Round Table Conference 2026 8/25
On Tuesday, August 25, Patrick W. Wing, CFA, CIPM will be speaking at the National Round Table…
On Tuesday, June 16, Eric Gaylord, CFA will be speaking at the 2026 Treasury Management Training Symposium hosted by the National Association of State Treasurers (NAST) in Oklahoma City.
Eric will be joining a panel entitled “Gut Check on 529 Investment Lineup,” described as follows: This panel offers a strategic “gut check” on today’s 529 investment lineups, shaped by the regulatory expansion of eligible expenses and evolving participant needs. We’ll examine how the industry is adapting to continue to serve traditional college savers with core, multi-asset options while balancing investment offerings catered to more flexible goals. We’ll also explore how plan fiduciaries assess market dynamics, investor behavior, and suitability of complex investment vehicles as they pursue innovation to maximize participant outcomes.
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.
08.14.2026
On Tuesday, August 25, Patrick W. Wing, CFA, CIPM will be speaking at the National Round Table…
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…
08.06.2026
On Thursday, August 13, Christopher Caparelli, CFA and Greg Leonberger, FSA, EA, MAAA, FCA will…
07.01.2026
On Tuesday, July 28, Sarah E.R. Wilson will be speaking at the Pennsylvania State Association of County…
06.15.2026
On Monday, June 22, Kweku Obed, CFA, CAIA will be speaking at the 2026 U.S. Public Pension Private…
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