09.10.2026
Alternative Investments in 401(k) Plans Views Featured in Benefits Magazine
An article co-authored by Investment Consultant and Partner
On Tuesday, August 4, Luis Sierra, CFA will be speaking at the Texas Public Employee Retirement System (TEXPERS) 2026 Summer Educational Forum, “Building Resilient Futures,” in San Antonio.
Luis will be joining a panel entitled “Between the Pitch and the Vote: What Happens Before a Recommendation Reaches Your Board,” described as follows: Most investment recommendations arrive at a board table already finished. The manager has been met, screened, referenced, and compared against others, and the trustee sees the last page of a process they were never in the room for. This session pulls back the curtain on the stages that come before the vote. A trustee, a consultant, and an investment adviser each walk through what actually happens inside their part of the process, including the parts the other two never see. Trustees will leave with plain-language questions they can ask at their next investment committee meeting, whatever their background.
The TEXPERS Summer Educational Forum brings together public employee retirement system trustees, administrators, and industry professionals from across Texas for three days of professional development, networking, and discussions on the issues shaping public pensions. For more information, please visit the TEXPERS website.
09.10.2026
An article co-authored by Investment Consultant and Partner
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