07.18.2022
2022 Investment Symposium
Friday, September 23, 2022 8:00 AM…
On Wednesday, July 13th, Frank Valle, CFA, CAIA will be speaking at the Knights of Columbus Asset Advisors (KoCAA) 2022 Summer Catholic Investor Symposium in New Haven, Connecticut.
Frank will be joining a panel entitled, “Use of Fixed Income Markets,” with several investment professionals from KoCAA. The symposium brings together various diocesan representatives from around the country and is hosted by Knights of Columbus Asset Advisors, a wholly-owned subsidiary of the Knights of Columbus. For more information, please visit their website.
08.25.2022
On Wednesday, October 5th, Nichole Roman-Bhatty, CIMA® will be speaking at the 2022 Resource Center for Religious Institutes…
10.06.2021
On Thursday, October 28th, Nichole Roman-Bhatty, CIMA®, and Nicole Johnson-Barnes, CFA will be presenting…
09.20.2018
Friday, September 28, 2018 8:00 AM – 2:00 PM Marquette clients –…
10.03.2018
Nichole Roman-Bhatty, CIMA®, will be hosting a panel at the Resource Center for Religious Institutes (RCRI) Conference…
Research alerts keep you updated on our latest research publications. Simply enter your contact information, choose the research alerts you would like to receive and click Subscribe. Alerts will be sent as research is published.
We respect your privacy. We will never share or sell your information.
If you have questions or need further information, please contact us directly and we will respond to your inquiry within 24 hours.
Contact Us >