05.11.2026
Jessica Noviskis Featured on Bloomberg Surveillance 5/11/26
Portfolio Strategist Jessica Noviskis, CFA was featured on Bloomberg TV’s Surveillance coverage on May 11, 2026. Jessica discussed investor sentiment…
On Tuesday, July 16, Jack Sannes, CFA, CAIA will be speaking at a Community Foundation of Northeast Iowa’s 2024 Professional Advisor Education Series event in Cedar Falls, Iowa.
Jack will be presenting an overview of private equity and private credit investing for attendees. The Community Foundation of Northeast Iowa serves as a resource for attorneys, financial planners, CPAs, and other professionals to simplify giving for clients, recommend strategies, and help advisors connect with the community. Their quarterly series of complimentary charitable continuing education events brings together professional advisors around topics that will help to enrich their communities. For more information, please visit the CFNEIA website.
05.11.2026
Portfolio Strategist Jessica Noviskis, CFA was featured on Bloomberg TV’s Surveillance coverage on May 11, 2026. Jessica discussed investor sentiment…
05.26.2026
On Thursday, June 11, Patrick W. Wing, CFA, CIPM will be speaking at the Maryland Government Finance Officers Association (GFOA)…
05.26.2026
On Tuesday, June 16, Eric Gaylord, CFA will be speaking at the 2026 Treasury Management Training Symposium…
05.26.2026
On Thursday, June 18, Patrick W. Wing, CFA, CIPM and Sarah E.R. Wilson will be…
03.30.2026
On Monday, May 18, Sam Frymier will be speaking at the National Conference on Public Employee Retirement…
04.20.2026
On Thursday, May 7, Tim Burdick, CFA and Greg Leonberger, FSA, EA, MAAA, FCA will…
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