09.14.2024
Patrick W. Wing Speaking at PAPERS’ Fall Conference 11/13
On Wednesday, November 13, Patrick W. Wing, CFA, CIPM will be speaking at the Pennsylvania Association of…
On Wednesday, April 10, Luis Sierra, CFA will be speaking at the 2024 College Savings Plan Network Prepaid Tuition Plan Mini Conference, being held virtually.
Luis will be joining a panel entitled, “Well-Funded Plans: Where Do We Go From Here?” with several investment professionals, described as follows: Most Prepaid Plans are in the enviable position today of being overfunded in comparison to our future participant obligations. This session will look at how we arrived in this position by reviewing the forces that led us to this overfunding. Should something in our fundamentals change (e.g. unit price, underlying actuarial assumptions, asset allocation of our investments)? Then, we have to ask what do we do with the surpluses? And finally, do we change Plan elements going forward?
The College Savings Plans Network (CSPN), an affiliate of the National Association of State Treasurers (NAST), is a national non-profit association and the leading objective source of information about Section 529 College Savings Plans and Prepaid Tuition Plans — popular, convenient, and tax-advantaged ways to save for college. This MiniCon will discuss topical issues impacting prepaid plans and how states are continuing to adapt to keep their plans relevant in a changing world. For more information, please visit the event webpage.
09.14.2024
On Wednesday, November 13, Patrick W. Wing, CFA, CIPM will be speaking at the Pennsylvania Association of…
10.24.2024
On Monday, November 18, Dave Smith, CFA will be speaking at With Intelligence’s Partners Retreat in Fort Lauderdale, Florida. Dave will…
10.04.2024
On Tuesday, November 19, Evan Frazier, CFA, CAIA will be speaking at the 3rd Annual Central Sub-Advisory Roundtable hosted…
10.01.2024
On Friday, November 22, Patrick W. Wing, CFA, CIPM, and Sarah E.R. Wilson will be…
07.17.2024
On Tuesday, October 29, Luis Sierra, CFA will be speaking at New America Alliance’s Chicago Roadshow, Allocators Connection…
10.02.2024
On Wednesday, October 30, Frank Valle, CFA, CAIA, and Evan Frazier, CFA, CAIA will be…
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