04.29.2025
Marquette Views on Trade War, Recession Risk Featured on FundFire
Published April 29, Director of Research and Managing Partner Greg Leonberger, FSA, EA, MAAA, FCA was interviewed…
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:
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.
04.29.2025
Published April 29, Director of Research and Managing Partner Greg Leonberger, FSA, EA, MAAA, FCA was interviewed…
05.12.2025
The Chicago Transit Authority Retiree Health Care Trust (“Trust”), a Section 115 Trust, is requesting proposals from investment management firms…
01.09.2025
Published January 9, Director of Research and Managing Partner Greg Leonberger, FSA, EA, MAAA, FCA was interviewed for…
02.12.2025
Published February 11, Director of Research and Managing Partner Greg Leonberger, FSA, EA, MAAA, FCA was interviewed…
05.22.2025
On Tuesday, June 24, William Torre, Jr., CFA, CAIA will be speaking at the 2025 Advanced Trustees…
04.17.2025
On Tuesday, June 3, Luis Sierra, CFA will be speaking at the 2025 Treasury Management Training Symposium…
Research alerts keep you updated on our latest research publications. Simply enter your contact information, choose the research alerts you would like to receive and click Subscribe. Alerts will be sent as research is published.
We respect your privacy. We will never share or sell your information.
If you have questions or need further information, please contact us directly and we will respond to your inquiry within 24 hours.
Contact Us >