On Thursday, October 28th, Nichole Roman-Bhatty, CIMA®, and Nicole Johnson-Barnes, CFA will be presenting…
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.
Nichole Roman-Bhatty, CIMA®, will be hosting a panel at the Resource Center for Religious Institutes (RCRI) Conference…
On Wednesday, July 11, Nichole Roman-Bhatty, CIMA®, will be speaking at the KORIED Global Summit in Coral Gables, FL. Nichole…
An article by Marquette investment consultant Linsey Schoemehl Payne and analyst Courtney Hugger was featured in the September 2017…
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