09.10.2026
Alternative Investments in 401(k) Plans Views Featured in Benefits Magazine
An article co-authored by Investment Consultant and Partner
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.
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…
09.22.2026
The City of Pittsburgh Comprehensive Municipal Pension Trust Fund (“CMPTF”) is seeking proposals from qualified companies to serve as a…
09.28.2026
On Thursday, October 8, David Hernandez, CFA will be speaking at the eighth annual Consultant and Manager…
08.27.2026
William Torre, Jr., CFA, CAIA will be speaking at the 72nd Annual International Foundation of Employee Benefit…
07.01.2026
On Tuesday, September 29, Matt Nowak, AIF® will be speaking at the Georgia Association of Public Pension…
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