09.10.2026
Alternative Investments in 401(k) Plans Views Featured in Benefits Magazine
An article co-authored by Investment Consultant and Partner
On Wednesday, February 12, Kweku Obed, CFA, CAIA will be speaking at CFA Society Chicago’s Distinguished Speaker Series event in Chicago.
Kweku will be interviewing Shundrawn Thomas, Founder and Managing Partner at The Copia Group, LLC, in a fireside chat format. For more information, please visit the Society’s event page.
09.10.2026
An article co-authored by Investment Consultant and Partner
07.01.2026
On Monday, September 23, Luis Sierra, CFA, will be speaking at the annual 529 Conference hosted by…
07.01.2026
On Tuesday, September 29, Matt Nowak, AIF® will be speaking at the Georgia Association of Public Pension…
08.27.2026
On Wednesday, October 7, Nat Kellogg, CFA will be speaking at Institutional Investor’s 2026 Roundtable for Consultants…
08.27.2026
William Torre, Jr., CFA, CAIA will be speaking at the 72nd Annual International Foundation of Employee Benefit…
08.14.2026
On Tuesday, August 25, Patrick W. Wing, CFA, CIPM will be speaking at the National Round Table…
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