05.14.2026
Evan Frazier Speaking at Markets Group 2026 Private Wealth Midwest Forum 8/13
On Thursday, August 13, Evan Frazier, CFA, CAIA will be speaking at the 10th Annual Private Wealth Midwest…
On Thursday, August 11th, Evan Frazier, CFA, CAIA will be speaking at Markets Group’s Private Wealth Midwest Forum in Chicago.
Evan will be moderating a panel entitled, “The Equity Equation: Evaluating Impact on Portfolios,” with several investment professionals, addressing how advisors navigate slow revenue growth to alleviate the pressure on the equities market.
Now in its sixth year, the forum will bring together regional RIAs, family offices, private banks, and high net worth managers with topics including asset allocation, alternative investing, asset protection, regulatory compliance, and the outlook for financial markets and the global economy. For more information, visit the event webpage.
05.14.2026
On Thursday, August 13, Evan Frazier, CFA, CAIA will be speaking at the 10th Annual Private Wealth Midwest…
04.20.2026
On Friday, May 8, Ryan P. Tracy, CFP® will be speaking at The Women in Alts Alignment Summit…
04.10.2026
On Tuesday, April 28, Evan Frazier, CFA, CAIA will be speaking at Institutional Investor’s 21st Annual East Coast…
06.30.2025
08.11.2025
On Wednesday, October 8, Nat Kellogg, CFA, Frank Valle, CFA, CAIA, and Evan…
02.14.2025
On April 9–10, Greg Leonberger, FSA, EA, MAAA, FCA, Jessica Noviskis, CFA,
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