12.12.2025
Luis Sierra Speaking at With Intelligence 2026 Institutional Partnership Retreat 3/2–3
Luis Sierra, CFA will be speaking at With Intelligence’s Institutional Partnership Retreat in Dallas, Texas on March…
On Friday, June 28, Ibrahim Rashid will be joining a webinar hosted by Majority Action entitled, “2024 Proxy Season Debrief: Analysis, Key Takeaways, and the Path Forward for Active Owners and Active Clients.”
The webinar will review the 2024 voting results on racial equity and climate, celebrate successes from key leaders, and discuss actions asset managers, investors, and fiduciaries can take to hold major asset managers and proxy advisors accountable, pushing for stronger policies and voting outcomes on these issues next year.
For more information on the event, please visit the registration page.
12.12.2025
Luis Sierra, CFA will be speaking at With Intelligence’s Institutional Partnership Retreat in Dallas, Texas on March…
12.08.2025
On March 4 and 5, Ryan P. Tracy, CFP® and Frank Valle, CFA, CAIA will…
06.30.2025
08.22.2025
On Tuesday, October 28, Nat Kellogg, CFA will be speaking at GCM Grosvenor’s 2025 Small and Emerging Managers…
10.14.2025
On Thursday, October 16, Tim Burdick, CFA and David Hernandez, CFA will be speaking…
08.11.2025
On Wednesday, October 8, Nat Kellogg, CFA, Frank Valle, CFA, CAIA, and Evan…
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