Luis Sierra Speaking at 2024 529 Conference 9/30

September 14, 2024

On Tuesday, September 19th, Luis Sierra, CFA, will be speaking at the annual 529 Conference hosted by ISS Market Intelligence in Orlando, Florida.

Luis will be presenting a session entitled, “Structuring & Evaluating the Investment Lineup,” addressing:

• Investment structure in philosophy and in practice
• Defining key terms and differentiating factors
• Investment types and management style trends
• New asset classes, trends in selection, and review of fee types

The 529 conference brings together the entire 529 and ABLE ecosystem and includes critical conversation and debate surrounding the latest federal and state legislative developments, product enhancements, investment trends, marketing campaigns, distribution strategies, operational initiatives, consumer insights, and regulatory and compliance announcements.

For more information, please visit the 529 Conference website.