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, October 19th, Michael W. Shone and Patrick Wing, CFA, CIPM will be speaking at the County Treasurers’ Association of the Commonwealth of Pennsylvania’s annual conference.
Michael and Patrick’s presentation will cover the importance of actuarial reports for county pension plans, how to read them, and what the report means for the county and its beneficiaries. They will also provide an overview of investing to minimize risk while meeting your target return.
09.10.2026
An article co-authored by Investment Consultant and Partner
07.01.2026
On Wednesday, September 23, Luis Sierra, CFA, will be speaking at the annual 529 Conference hosted by…
09.22.2026
The City of Pittsburgh Comprehensive Municipal Pension Trust Fund (“CMPTF”) is seeking proposals from qualified companies to serve as a…
07.01.2026
On Tuesday, September 29, Matt Nowak, AIF® will be speaking at the Georgia Association of Public Pension…
08.27.2026
William Torre, Jr., CFA, CAIA will be speaking at the 72nd Annual International Foundation of Employee Benefit…
08.14.2026
On Tuesday, August 25, Patrick W. Wing, CFA, CIPM will be speaking at the National Round Table…
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