Luis Sierra Speaking at 2026 529 Conference 9/23

July 01, 2026

On Monday, September 23, Luis Sierra, CFA, will be speaking at the annual 529 Conference hosted by ISS Market Intelligence in Nashville, Tennessee.

Luis will be presenting a session entitled “Structuring & Evaluating the Investment Lineup” for attendees 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 panels, presentations, and workshops exploring the most significant trends, challenges and opportunities shaping the industry today. Discussions will cover the latest federal and state legislative developments, product enhancements, investment trends, marketing and distribution strategies, operational initiatives, consumer insights, and key regulatory and compliance updates.

For more information, please visit the 529 Conference website.