02.04.2026
Frank Valle Speaking at 2026 SACUBO Annual Convention 4/21
On Tuesday, April 21, Frank Valle, CFA, CAIA will be speaking at the Southern Association of College…
On Thursday, June 12th, Glenn Ross will be speaking at the CFA Society of Philadelphia’s Endowment, Foundation and Philanthropy Conference. He will be participating in a panel discussion regarding the pros and cons of the outsourced Chief Investment Officer (CIO) model.
This day-long conference will feature panel discussions and speakers from leading asset managers, non-profits, and subject matter experts in non-profit law and governance.The conference will also cover other timely topics such as the nonprofit investment climate, legal and governance challenges for the nonprofit sector, and the impact of the NY Non-profit Revitalization Act. The Pennsylvania state attorney general’s office will provide an update on non-profit oversight and enforcement, and a series of executive recruiters will discuss the hiring climate and challenges.
For more information, please go to the CFA Society of Philadelphia’s Annual Endowment, Foundation, and Philanthropy Conference website.
02.04.2026
On Tuesday, April 21, Frank Valle, CFA, CAIA will be speaking at the Southern Association of College…
02.04.2026
On Tuesday, April 28, Stephanie Osten and James R. Wesner, CFA will be speaking at…
03.30.2026
On Thursday, April 30, Christopher Caparelli, CFA and Evan Frazier, CFA, CAIA will be speaking…
04.08.2026
On Thursday, April 16, Jessica Noviskis, CFA spoke at the Foundation Financial Officers’ Group Spring Meeting in Chicago. Jessica…
01.05.2026
On Wednesday, January 28, Jack Sannes, CFA, CAIA will be speaking at the Community Foundation of Northeast…
11.14.2025
On Friday, November 14, Christopher Caparelli, CFA, Linsey Schoemehl Payne, and Nat Kellogg,…
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