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, September 7, Nat Kellogg, CFA will be speaking at the Pension, Endowment and Foundation Central Summit hosted by Portfolio Summits in Chicago.
Nat will be joining a panel entitled, “Focus on Foundations,” with several industry professionals. Panelists will discuss recent challenges in the markets and how organizations have and may navigate similar downturns.
The annual PEF Central Summit is a gathering of 100+ institutional investors from across the Midwest for a day of panel discussions, presentations, Q&A, and networking. Portfolio Summits content is built by and for institutional investors and includes dedicated discussions of investment topics as well as regulation, policy, and industry trends. 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…
03.03.2025
On Wednesday, April 9, Tim Burdick, CFA and Nat Kellogg, CFA will be speaking…
03.20.2025
On Thursday, March 27, Christopher Caparelli, CFA and Jessica Noviskis, CFA will be speaking at the…
01.09.2025
Published January 9, Director of Research and Partner Greg Leonberger, FSA, EA, MAAA, FCA was interviewed for…
12.11.2024
On Wednesday, January 15, Dave Smith, CFA and Jack Sannes, CFA, CAIA will be…
05.31.2024
On Tuesday, July 16, Jack Sannes, CFA, CAIA will be speaking at a Community Foundation of Northeast…
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