01.09.2025
Marquette Views on 2025 Traditional Investments Outlook Featured on Nonprofit News
Published January 9, Director of Research and Managing Partner Greg Leonberger, FSA, EA, MAAA, FCA was interviewed for…
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.
01.09.2025
Published January 9, Director of Research and Managing Partner Greg Leonberger, FSA, EA, MAAA, FCA was interviewed for…
12.11.2024
On Wednesday, January 15, Dave Smith, CFA will be speaking at the Community Foundation of Northeast Iowa’s…
12.06.2024
On January 22, Lee H. Martin, Ph. D. and Patrick W. Wing, CFA, CIPM will…
01.09.2025
On Friday, January 24, Frank Valle, CFA, CAIA and Evan Frazier, CFA, CAIA will be…
12.16.2024
On Wednesday, February 12, Kweku Obed, CFA, CAIA will be speaking at CFA Society Chicago’s Distinguished Speaker Series…
10.01.2024
On Friday, November 22, Patrick W. Wing, CFA, CIPM, and Sarah E.R. Wilson will be…
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