Luis Sierra Speaking at NAST 2025 Treasury Management Training Symposium 6/3

April 17, 2025

On Tuesday, June 3, Luis Sierra, CFA will be speaking at the 2025 Treasury Management Training Symposium hosted by the National Association of State Treasurers (NAST) in Baltimore.

Luis will be joining a panel entitled, “Setting an Optimal Investment Lineup: Exploring Investments from a Fiduciary Standpoint,” described as follows: This session will explore what we consider when determining the “right” set of investment options, especially with expanded use of 529s. How do plan administrators make sure that the investment menu serves investors with different needs and objectives? This also includes how we as administrators and fiduciaries adjust investment options, if at all, to capture younger investors — or really any investor — who value policy-oriented investments. This could include a discussion on how (or whether) plan fiduciaries should respond to potential investor interests in “specialty” investments such as a bitcoin ETF, an ESG portfolio, or a fossil fuel free portfolio.

The National Association of State Treasurers serves as the nation’s foremost authority for responsible state treasury programs and related financial practices, policies, and education. For more information, visit the event webpage.