09.10.2026
Alternative Investments in 401(k) Plans Views Featured in Benefits Magazine
An article co-authored by Investment Consultant and Partner
On Wednesday, November 4, Nat Kellogg, CFA will be speaking at Nuveen’s 2026 Annual General Meeting in New York City.
Nat will be joining a mainstage session, “Beyond the buckets: Building portfolios when the labels stop working,” described as follows: Public and private once bundled pricing, liquidity, disclosure, ownership, and time horizon into a single word. That bundle has come apart… listing is now a strategic choice, private assets sit in daily-priced wrappers, and the same company can appear on both sides of a policy portfolio. This session works at the level of the total portfolio: how target allocations are being rebuilt when the old buckets no longer describe the exposure, and how they are governing that shift. Underneath sits a question the labels used to answer and no longer do—how patient is your own capital, and does the portfolio reflect it?
09.10.2026
An article co-authored by Investment Consultant and Partner
08.27.2026
On Wednesday, October 7, Evan Frazier, CFA, CAIA will be speaking at Institutional Investor’s 2026 Roundtable for Consultants…
08.14.2026
On Thursday, September 17, Evan Frazier, CFA, CAIA and Nic Solecki, CBDA will…
07.08.2026
Portfolio Strategist Jessica Noviskis, CFA was featured on Bloomberg Television’s Markets coverage on July 3, 2026. Jessica discussed market…
06.15.2026
On Monday, June 22, Kweku Obed, CFA, CAIA will be speaking at the 2026 U.S. Public Pension Private…
08.22.2025
On Wednesday, October 8, Greg Leonberger, FSA, EA, MAAA, FCA will be speaking at the Minneapolis Institutional…
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