04.13.2026
Jessica Noviskis Featured on Bloomberg Surveillance 4/10/26
Portfolio Strategist Jessica Noviskis, CFA was featured on Bloomberg TV’s Surveillance coverage on April 10, 2026. Jessica discussed the publication…
On Tuesday, December 5, Nat Kellogg, CFA will be speaking as a panelist at the CFA Society’s Investment Consultant Perspectives event in Milwaukee.
Nat will partake in a panel discussion to share insights into the investment process, traits consulting firms look for in investment managers, and key trends in portfolio management.
For more information, please visit the CFA Society Milwaukee’s event page.
04.13.2026
Portfolio Strategist Jessica Noviskis, CFA was featured on Bloomberg TV’s Surveillance coverage on April 10, 2026. Jessica discussed the publication…
03.23.2026
On Wednesday, April 22, Greg Leonberger, FSA, EA, MAAA, FCA, Frank Valle, CFA, CAIA, and
03.30.2026
On Monday, May 18, Sam Frymier will be speaking at the National Conference on Public Employee Retirement…
04.01.2026
On Wednesday, April 8, Dave Smith, CFA and
03.11.2026
On Tuesday, March 17, Nat Kellogg, CFA will be joining Nasdaq eVestment’s quarterly Institutional Trends Webcast. Nat…
12.08.2025
On March 4 and 5, Ryan P. Tracy, CFP® and Frank Valle, CFA, CAIA will…
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