02.04.2026
Frank Valle Speaking at 2026 SACUBO Annual Convention 4/21
On Tuesday, April 21, Frank Valle, CFA, CAIA will be speaking at the Southern Association of College…
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.
02.04.2026
On Tuesday, April 21, Frank Valle, CFA, CAIA will be speaking at the Southern Association of College…
02.04.2026
On Tuesday, April 28, Stephanie Osten and James R. Wesner, CFA will be speaking at…
03.30.2026
On Thursday, April 30, Christopher Caparelli, CFA and Evan Frazier, CFA, CAIA will be speaking…
01.05.2026
On Wednesday, January 28, Jack Sannes, CFA, CAIA will be speaking at the Community Foundation of Northeast…
11.14.2025
On Friday, November 14, Christopher Caparelli, CFA, Linsey Schoemehl Payne, and Nat Kellogg,…
09.10.2025
On Thursday, October 30, Christopher Caparelli, CFA and Evan Frazier, CFA, CAIA will be…
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