11.14.2025
Marquette Speaking at Greater Milwaukee Foundation Event 11/14
On Friday, November 14, Christopher Caparelli, CFA, Linsey Schoemehl Payne, and Nat Kellogg,…
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.
11.14.2025
On Friday, November 14, Christopher Caparelli, CFA, Linsey Schoemehl Payne, and Nat Kellogg,…
09.10.2025
On Thursday, October 30, Christopher Caparelli, CFA and Evan Frazier, CFA, CAIA will be…
10.14.2025
On Thursday, October 16, Tim Burdick, CFA and David Hernandez, CFA will be speaking…
03.03.2025
On Wednesday, April 9, Tim Burdick, CFA and Nat Kellogg, CFA will be speaking…
03.20.2025
On Thursday, March 27, Christopher Caparelli, CFA and Jessica Noviskis, CFA will be speaking at the…
01.09.2025
Published January 9, Director of Research and Partner Greg Leonberger, FSA, EA, MAAA, FCA was interviewed for…
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