11.29.2023
Nat Kellogg Speaking at eVestment Institutional Trends Quarterly Webcast 12/5
On Tuesday, December 5, Nat Kellogg, CFA will be joining Nasdaq eVestment’s quarterly Institutional Trends Webcast. Nat…
On Wednesday, October 5th, Nichole Roman-Bhatty, CIMA® will be speaking at the 2022 Resource Center for Religious Institutes (RCRI) Annual Conference, “A Synodal Church: Together in Service to the Church’s Mission,” in Dallas, Texas.
Nichole will be presenting a workshop for attendees alongside Ruadhri Duncan, Partner at Sarasin & Partners, and Therese Kieve, Stewardship Analyst at Sarasin & Partners, titled, “Incorporating the Values of the SDGs into Your Portfolio.” The three will address how the UN’s Sustainable Development Goals provide a framework for impact investing, including discussion of:
The RCRI National Conference brings together members of RCRI for a program that includes 40 workshops covering topics related to finance, canon and civil law, and planning for institutes in transition. For more information, please visit the event webpage.
11.29.2023
On Tuesday, December 5, Nat Kellogg, CFA will be joining Nasdaq eVestment’s quarterly Institutional Trends Webcast. Nat…
11.09.2023
Published November 8, Linsey Schoemehl Payne, Chief Compliance Officer and Managing Partner, was interviewed for “
06.05.2023
Recorded earlier this year, Director of Research and Managing Partner Greg Leonberger, FSA, EA, MAAA, FCA‘s Dakota Live!…
07.31.2023
Announced July 31, Glenn E. Ross was named to The Daily Record’s 2023 Banking and Financial Services Power…
10.13.2023
On Thursday, October 19, Evan Frazier, CFA, CAIA will be joining a webinar hosted by Essentia Analytics…
09.29.2023
On Thursday, October 5, Greg Leonberger, FSA, EA, MAAA, FCA will be speaking at Institutional Investor’s 2023 Roundtable…
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