01.09.2025
Marquette Views on 2025 Traditional Investments Outlook Featured on Nonprofit News
Published January 9, Director of Research and Managing Partner Greg Leonberger, FSA, EA, MAAA, FCA was interviewed for…
On Thursday, September 12, Evan Frazier, CFA, CAIA will be speaking at the inaugural Fiduciary Investor Central Summit hosted by Portfolio Summits in Chicago.
Evan will be moderating the “Diversifying Your Portfolio” panel, described as follows: The first principle of investing is not to put all your eggs in one basket. While this sentiment is valuable, it can be difficult to effectively diversify your portfolio when risk and return in each asset class is ever-changing. Hear from investors about how they effectively diversify their portfolios. Learn about what led them to each strategic decision and how they keep up with market changes.
The Fiduciary Investor Central Summit will bring together 100+ accredited institutional investors based across the Midwest for a day of insightful panel discussions, presentations, Q&A, and networking. For more information, visit the event webpage.
01.09.2025
Published January 9, Director of Research and Managing Partner Greg Leonberger, FSA, EA, MAAA, FCA was interviewed for…
02.12.2025
Published February 11, Director of Research and Managing Partner Greg Leonberger, FSA, EA, MAAA, FCA was interviewed…
04.17.2025
On Tuesday, June 3, Luis Sierra, CFA will be speaking at the 2025 Treasury Management Training Symposium…
04.09.2025
On Wednesday, April 23, Sarah E.R. Wilson and Brad Hampton will be speaking at the Pennsylvania…
03.03.2025
On Wednesday, April 9, Tim Burdick, CFA and Nat Kellogg, CFA will be speaking…
02.14.2025
On April 9–10, Greg Leonberger, FSA, EA, MAAA, FCA, Jessica Noviskis, CFA,
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