07.01.2026
Luis Sierra Speaking at 2026 529 Conference 9/23
On Monday, September 23, Luis Sierra, CFA, will be speaking at the annual 529 Conference hosted by…
On Tuesday, November 19, Evan Frazier, CFA, CAIA will be speaking at the 3rd Annual Central Sub-Advisory Roundtable hosted by Institutional Investor in Chicago.
Evan will be leading a think tank discussion entitled, “A Peek at Future Interest Rate Environments” with several investment professionals.
Through expert-led panel discussions, presentations, guest speakers, and live market research, the roundtable will bring together leading participants in the sub-advisory landscape to assess how the investment objectives of institutions are changing and how firms that offer sub-advised strategies can respond to these needs. For more information, please visit the event website.
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…
08.06.2026
On Thursday, August 13, Christopher Caparelli, CFA and Greg Leonberger, FSA, EA, MAAA, FCA will…
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