09.10.2026
Alternative Investments in 401(k) Plans Views Featured in Benefits Magazine
An article co-authored by Investment Consultant and Partner
On Monday, July 21, Frank Valle, CFA, CAIA will be speaking at the Association of Public Treasurers of the United States & Canada (APT US&C) 59th Annual Conference in Oak Brook Hills, Illinois.
Frank will be co-presenting an Economic Update with Erin Slone, Deputy Director of Illinois Funds for Outreach, described as follows: Navigate today’s complex economic landscape with insights from experts at Marquette Associates, investment consultant to the Illinois State Treasurer’s Office, who will examine the implications of current economic volatility, evolving trade policies and tariffs, geopolitical conflicts, and employment trends on municipal investment portfolios. Our session will cut through market noise to provide clear analysis of how these macroeconomic forces directly impact local government treasury operations and investment strategies. Attendees will also discover comprehensive treasury management tools and investment solutions offered by the Illinois State Treasurer’s Office, designed specifically to help municipalities safeguard and optimize their financial resources during uncertain times.
The Association of Public Treasurers of the United States and Canada was founded in 1965 and represents public treasury and finance officials in local, county, and state/provincial governments throughout North America. The Association’s mission is “to provide quality treasury management education and training, professional certification, peer interaction, and professional connection opportunities for public treasury and financial officials.” For more information, please visit the conference webpage.
09.10.2026
An article co-authored by Investment Consultant and Partner
07.01.2026
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