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, 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.
09.10.2026
An article co-authored by Investment Consultant and Partner
09.22.2026
The City of Pittsburgh Comprehensive Municipal Pension Trust Fund (“CMPTF”) is seeking proposals from qualified companies to serve as a…
07.01.2026
On Wednesday, 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, Evan Frazier, CFA, CAIA 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…
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