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 Tuesday, May 1, Julianna Paterra, CAIA, will be speaking at the Association of Investment Management Sales Executives’ (AIMSE) 41st Annual Marketing & Sales Conference in Miami.
As a Consultant Roundtable speaker, Julianna will engage in lively discussions with participants by sharing investment manager search activities, organizational updates, and methods for effectively communicating with research and field consultants. A hallmark of AIMSE conferences, the consultant roundtables feature both traditional and alternative professionals.
The AIMSE 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.
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’…
04.20.2026
On Thursday, May 7, Tim Burdick, CFA and Greg Leonberger, FSA, EA, MAAA, FCA will…
03.30.2026
On Monday, May 18, Sam Frymier will be speaking at the National Conference on Public Employee Retirement…
04.08.2026
On Thursday, April 16, Jessica Noviskis, CFA spoke at the Foundation Financial Officers’ Group Spring Meeting in Chicago. Jessica…
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