07.11.2023
Marquette Speaking at RCRI 2023 Annual Conference 9/28
On Thursday, September 28, Aimee O’Connor, CFP® and Ibrahim Rashid will be speaking at the…
On Wednesday, November 5th, Nichole Roman-Bhatty will be speaking at the Resource Center for Religious Institutes’ 2014 National Conference in St. Louis on the topic of impact investing.
Nichole will be featured on a panel discussing how religious organizations can implement impact investing strategies. She will discuss her experience helping religious clients develop a mission/values statement and how these values are incorporated into investment policy statements. Nichole will detail the portfolio construction process for impact investment strategy and how Marquette finds managers that meet our clients’ needs.
For more information, please go to the Resource Center for Religious Institutes’ website.
07.11.2023
On Thursday, September 28, Aimee O’Connor, CFP® and Ibrahim Rashid will be speaking at the…
08.25.2022
On Wednesday, October 5th, Nichole Roman-Bhatty, CIMA® will be speaking at the 2022 Resource Center for Religious Institutes…
06.29.2022
On Wednesday, July 13th, Frank Valle, CFA, CAIA will be speaking at the Knights of Columbus Asset Advisors…
10.06.2021
On Thursday, October 28th, Nichole Roman-Bhatty, CIMA®, and Nicole Johnson-Barnes, CFA will be presenting at the Resource Center…
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