09.10.2026
Alternative Investments in 401(k) Plans Views Featured in Benefits Magazine
An article co-authored by Investment Consultant and Partner
On Friday, February 18th, Lee H. Martin, Ph. D., and Patrick Wing, CFA, CIPM will be speaking at the Pennsylvania State Association of County Controllers’ (PSACC) 2022 New Controller Workshop in Altoona, PA.
Lee and Patrick will be presenting an overview to conference attendees, covering common terms and roles for county investments, plan components, investment approaches, and how investment consultants assist county pension plans. The workshop invites newly elected county controllers and their deputies to meet with members of the controller’s association and receive training focused on their duties. For more information, please visit the PSACC website.
09.10.2026
An article co-authored by Investment Consultant and Partner
07.01.2026
On Wednesday, September 23, Luis Sierra, CFA, will be speaking at the annual 529 Conference hosted by…
09.22.2026
The City of Pittsburgh Comprehensive Municipal Pension Trust Fund (“CMPTF”) is seeking proposals from qualified companies to serve as a…
07.01.2026
On Tuesday, September 29, Matt Nowak, AIF® will be speaking at the Georgia Association of Public Pension…
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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