10.07.2024
David Hernandez Speaking at NASP Consultant and Manager Retreat 10/17
On Thursday, October 17, David Hernandez, CFA will be speaking at the sixth annual Consultant and Manager Retreat…
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.
10.07.2024
On Thursday, October 17, David Hernandez, CFA will be speaking at the sixth annual Consultant and Manager Retreat…
09.23.2024
On Monday, October 28, Patrick W. Wing, CFA, CIPM will be speaking at the Annual Joint Controller’s…
07.17.2024
On Tuesday, October 29, Luis Sierra, CFA will be speaking at New America Alliance’s Chicago Roadshow, Allocators Connection…
10.02.2024
On Wednesday, October 30, Frank Valle, CFA, CAIA, and Evan Frazier, CFA, CAIA will be…
09.14.2024
On Wednesday, November 13, Patrick W. Wing, CFA, CIPM will be speaking at the Pennsylvania Association of…
10.04.2024
On Tuesday, November 19, Evan Frazier, CFA, CAIA will be speaking at the 3rd Annual Central Sub-Advisory Roundtable hosted…
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