07.01.2026
Luis Sierra Speaking at 2026 529 Conference 9/23
On Monday, September 23, Luis Sierra, CFA, will be speaking at the annual 529 Conference hosted by…
On Tuesday, August 26, Greg Leonberger, FSA, EA, MAAA, FCA will be speaking at Titan Investors’ 4th Annual Chicago Due Diligence Retreat.
Greg will be moderating a panel entitled, “Outlook on Global Markets,” described as follows: While inflation, growth, valuations, interest rates, and credit spreads are all top of mind, where can investors look for the best risk-adjusted returns? How should RIAs view Public and Private markets for their clients’ portfolios? What factors should be considered during portfolio construction?
Titan Investors is a boutique consulting firm that connects asset allocators and investment managers to share ideas, build relationships, and drive business in a focused environment. For more information, visit their website.
07.01.2026
On Monday, September 23, Luis Sierra, CFA, will be speaking at the annual 529 Conference hosted by…
07.01.2026
On Tuesday, September 29, Matt Nowak, AIF® will be speaking at the Georgia Association of Public Pension…
08.27.2026
On Wednesday, October 7, Nat Kellogg, CFA will be speaking at Institutional Investor’s 2026 Roundtable for Consultants…
08.27.2026
William Torre, Jr., CFA, CAIA will be speaking at the 72nd Annual International Foundation of Employee Benefit…
08.14.2026
On Tuesday, August 25, Patrick W. Wing, CFA, CIPM will be speaking at the National Round Table…
08.06.2026
On Thursday, August 13, Christopher Caparelli, CFA and Greg Leonberger, FSA, EA, MAAA, FCA will…
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