05.31.2024
Jack Sannes Speaking at CFNEIA Professional Advisor Education Series 7/16
On Tuesday, July 16, Jack Sannes, CFA, CAIA will be speaking at a Community Foundation of Northeast…
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.
05.31.2024
On Tuesday, July 16, Jack Sannes, CFA, CAIA will be speaking at a Community Foundation of Northeast…
03.12.2024
On Wednesday, May 22, Stephanie Osten will be speaking at the CFA Society of Pittsburgh’s Annual Endowments &…
12.18.2023
On Wednesday, January 17, David H. Smith, CFA will be speaking at the Community Foundation of Northeast Iowa’s 2024…
11.09.2023
Published November 8, Linsey Schoemehl Payne, Chief Compliance Officer and Managing Partner, was interviewed for “
05.22.2023
On Wednesday, May 24, Jesus Jimenez will be speaking at Chicago Latinos in Philanthropy’s Let’s Talk About Grantmaking…
02.21.2023
Published today, Senior Research Analyst Amy Miller was named to Kayo Conference Series’ Top 23 in’23: Midwest Women…
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