07.01.2026
Luis Sierra Speaking at 2026 529 Conference 9/23
On Monday, September 23, Luis Sierra, CFA, will be speaking at the annual 529 Conference hosted by…
On Thursday, May 7, Tim Burdick, CFA and Greg Leonberger, FSA, EA, MAAA, FCA will be speaking at an educational session hosted by the Community Foundation of Middle Tennessee: “Marquette Associates Investment Update for Fundholders: Understanding Your Fund in Today’s Changing Markets.”
The two will discuss portfolio performance before taking a detailed look at what today’s market conditions mean for long-term charitable giving, including the cost of missing the market’s best days, why disciplined investors tend to come out ahead over time, and how emotional decision-making during volatile periods can shape long-term results.
For more information, please visit the Community Foundation of Middle Tennessee website.
07.01.2026
On Monday, September 23, Luis Sierra, CFA, will be speaking at the annual 529 Conference hosted by…
07.01.2026
On Tuesday, September 29, Matt Nowak, AIF® will be speaking at the Georgia Association of Public Pension…
08.27.2026
On Wednesday, October 7, Nat Kellogg, CFA will be speaking at Institutional Investor’s 2026 Roundtable for Consultants…
08.27.2026
William Torre, Jr., CFA, CAIA will be speaking at the 72nd Annual International Foundation of Employee Benefit…
07.01.2026
On Wednesday, August 26, Evan Frazier, CFA, CAIA will be speaking at the 2026 Chicago E&F Roundtable hosted…
08.14.2026
On Tuesday, August 25, Patrick W. Wing, CFA, CIPM will be speaking at the National Round Table…
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