09.10.2025
Chris Caparelli and Evan Frazier Speaking at Stark Community Foundation Event 10/30
On Thursday, October 30, Christopher Caparelli, CFA and Evan Frazier, CFA, CAIA will be…
On Thursday, June 13, Sarah E.R. Wilson and Brad Hampton will be speaking at the County Treasurers’ Association of the Commonwealth of Pennsylvania’s 75th Diamond Jubilee Annual Convention in Cranberry Township, Pennsylvania.
Sarah and Brad will be presenting “PA County Database Overview & Reassessing Portfolio Objectives” at the event, providing a review of the trends in county pension plans and funds, including actuarial assumptions & methods, investment performance, and funded ratios, followed by a discussion of portfolio objectives amid higher interest rates. For more information, please visit the event webpage.
09.10.2025
On Thursday, October 30, Christopher Caparelli, CFA and Evan Frazier, CFA, CAIA will be…
06.30.2025
09.30.2025
On Thursday, October 30, Linsey Schoemehl Payne will be speaking at Finance Forward: A Forum for Diversity in…
09.08.2025
On Monday, November 10, William Torre, Jr., CFA, CAIA and Nic Solecki, CBDA will be…
10.14.2025
On Thursday, October 16, Tim Burdick, CFA and David Hernandez, CFA will be speaking…
06.30.2025
On Monday, September 29, Luis Sierra, CFA, will be speaking at the annual 529 Conference hosted by…
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