Friday, November 12, 2021 8:00 AM…
On Tuesday, April 30, James R. Wesner, CFA will be speaking at the Association of Investment Management Sales Executives’ (AIMSE) 42nd Annual Marketing & Sales Conference in Phoenix.
Jamie will be participating in the “Moving Forward in Healthcare” panel, exploring how healthcare plans leverage resources among different groups with various pools of assets, including how plans and consultants view volatility affecting the already complex task of planning and investing, addressing potential sources of opportunity for healthcare plans, and discussing how best to cover organizations and what to avoid in the process.
The AIMSE is a not-for-profit professional organization that seeks to provide an educational forum for those employed in the investment management sales and marketing services profession worldwide.
For more information, please visit the AIMSE event page.
On Thursday, October 1st, Glenn E. Ross and Nat Kellogg, CFA will be speaking at the…
Marquette research was featured in the December 2019 edition of Benefits Magazine. The article, To or Through: Evaluating TDF Glide Paths,…
On Tuesday, May 1, David H. Smith, CFA, will be speaking at the Association of Investment Management Sales Executives’…
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