04.13.2026
Jessica Noviskis Featured on Bloomberg Surveillance 4/10/26
Portfolio Strategist Jessica Noviskis, CFA was featured on Bloomberg TV’s Surveillance coverage on April 10, 2026. Jessica discussed the publication…
On Monday, December 12th, James R. Wesner, CFA will be speaking at ALTSMIA, an education-focused alternative investment event developed by CFA Society Miami, CFA Society of South Florida, CAIA Association, Miami Finance Forum, and Markets Group in Miami, Florida.
Jamie will be moderating a panel entitled, “What is the Outlook on the US Real Estate Market Now,” with several industry professionals. Diversification in a U.S. real estate portfolio has been difficult in the midst of extreme uncertainty in the last two years. This panel will discuss short-term opportunities as well as who will have to wait until later in the post-COVID world for improved prospects; how a core real estate manager can access and maximize fundraising interaction, and how ESG and sustainable investing have become more accessible within the asset class.
ALTSMIA is specifically designed to provide relevant, education-focused content for individuals who manage, advise, allocate to, or oversee alternative investments. With leading allocating and management firms, the agenda will include topics such as global asset allocation, risk management, private markets, real assets, alternative beta strategies, private equity, hedge funds, ESG, crypto, and more. For more information, please visit the event webpage.
04.13.2026
Portfolio Strategist Jessica Noviskis, CFA was featured on Bloomberg TV’s Surveillance coverage on April 10, 2026. Jessica discussed the publication…
03.23.2026
On Wednesday, April 22, Greg Leonberger, FSA, EA, MAAA, FCA, Frank Valle, CFA, CAIA, and
04.02.2026
On Wednesday, April 22, Patrick W. Wing, CFA, CIPM will be speaking at the Pennsylvania State Association of County Controllers’…
04.10.2026
On Tuesday, April 28, Evan Frazier, CFA, CAIA will be speaking at Institutional Investor’s 21st Annual East Coast…
03.30.2026
On Monday, May 18, Sam Frymier will be speaking at the National Conference on Public Employee Retirement…
04.01.2026
On Wednesday, April 8, Dave Smith, CFA and
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