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September 2016

30 Minute Power Session WebEx – Stable Value Decoded

September 29, 2016 @ 10:00 am - 10:30 am
WebEx,

Stable value remains an important investment among defined contribution plans with an estimated $779 billion in assets across 165,000 plans, according to the Stable Value Investment Association. However, stable value remains perplexing to some Plan Sponsors given its complexity and limited transparency.  Join us for a 30 Minute Power Session discussing: Brief description of what stable value is Key items to consider when selecting a stable value fund Updates on the current environment including recent lawsuits and stable value in…

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October 2016

AIMSE 2016 Fall Conference

October 5, 2016 @ 4:15 pm - 4:45 pm
Princeton Club, 15 W 43rd Street
New York, NY 10036 United States
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Senior Research Analyst, Anthony Novara, CFA will be a speaker in the consultant roundtables session at the Association of Investment Management Sales Executive's 2016 Fall Conference in October.

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Financial Planning Day Hosted by the University of Illinois

October 14, 2016 @ 12:00 pm - 1:00 pm
Illini Center, 200 S. Wacker Drive
Chicago, IL 60606 United States
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Altan Wuliji, CFP®, Consultant, The Wealth Office™ will speak at Financial Planning Day hosted by the University of Illinois on October 14, 2016 at the Illini Center.

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2016 Roundtable for Consultants & Institutional Investors

October 20, 2016 @ 11:45 am - 12:45 pm

Principal and Director of Research Analytics, Matt Porter will speak on Asset Allocation and the Roles of the Investor, Consultant and Manager in the Decision-Making Process at Institutional Investor's 2016 Roundtable for Consultants & Institutional Investors in October.

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November 2016

AIMSE Institutional Investment Panel – Austin, Texas

November 4, 2016 @ 11:30 am - 1:00 pm
W Austin, 200 Lavaca Street
Austin, TX 78701 United States
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Principal and Director of Institutional Consulting, Doug Balsam, will participate in the Texas Regional AIMSE Institutional Investment Panel in Austin, Texas on November 4th.

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33rd Annual Consultants Congress

November 17, 2016 @ 8:00 am - 5:00 pm
The Cornell Club, NY United States + Google Map

Senior Research Associate, Anthony Novara, will speak at the 33rd Annual Consultants Congress on Creating Value at the First Meeting on November 17th at the Cornell Club in New York.

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3rd Annual Pennsylvania Institutional Investor Forum

November 29, 2016 @ 9:15 am - 10:15 am
Le Méridien Philadelphia, 1421 Arch Street
Philadelphia, PA 19102 United States
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Senior Research Analyst, Anthony Novara, CFA will speak on the panel Advanced Asset Allocation at Markets Group's 3rd Annual Pennsylvania Institutional Investor Forum in November.  

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January 2017

The DCIO Leadership Summit

January 24 @ 9:00 am - 12:00 pm
Fairmont Copley Plaza, 138 St James Ave
Boston, Ma, 02116 United States
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Senior Research Associate, Brad Long, will participate in the session: Target-Date Opportunities for Non-Recordkeepers - Finding Success Through Custom, Alternative, and Multi-Manager Funds on Tuesday, January 24th at the Fairmont Copley Plaza in Boston, MA.

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February 2017

Association of Business Administrators of Christian Colleges Annual Conference

February 15 @ 8:00 am - February 17 @ 5:00 pm
Renaissance Resort at the World Golf Village, 500 S. Legacy Trail
St Augustine, FL 32092 United States
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DiMeo Schneider & Associates, L.L.C. will host Booth 14 at the Association of Business Administrators of Christian Colleges Annual Conference February 15-17th in St. Augustine, Florida.

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2nd Annual Texas Institutional Real Estate Investor Forum

February 16 @ 2:20 pm - 3:00 pm
W Hotel Austin, 200 Lavaca St
Austin , Texas 78701 United States
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Regional Director and Senior Research Consultant, Jeffrey Barrow, will participate in the session Leveraging the Benefits of Both Public and Private Real Estate in Your Portfolio at Markets Group's 2nd Annual Texas Institutional Real Estate Investor Forum on February 16, 2017 in Austin, Texas.

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