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March 2018

Markets Group: 5th Annual Central States Institutional Forum

March 20 @ 3:20 pm - 4:00 pm
Hyatt Regency at The Arch, 315 Chestnut Street
St. Louis, MO 63102
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Research Director – Global Hedge Fund Strategies & Capital Markets, Anthony Novara, CFA, will be moderating the panel Strategic Asset Allocation at the Markets Group: 5th Annual Central States Institutional Forum on May 20th in St. Louis.

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April 2018

Investment Management Institute’s 35th Annual Consultant Congress 

April 11 @ 2:00 pm - 3:00 pm
Ambassador Chicago Hotel, 1301 N State Pkwy
Chicago, IL 60610
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Research Director – Global Hedge Fund Strategies & Capital Markets, Anthony Novara, CFA, will speak on the topic why Alternatives need to be in Institutional Portfolios at the Investment Management Institute's Consultant Congress on April 11th in Chicago.

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Pensions & Investments: 401(k)/403(b) Investment Lineup (Chicago)

April 12 @ 9:30 am - 10:30 am
The Standard Club, 320 S. Plymouth Court
Chicago, IL 60604
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Principal, Senior Consultant, Jim Jensen, will moderate the panel What You Don't Know Can Hurt You: Governance and the Evolving Role of DC Plan Sponsor Fiduciaries at P&I's 401(k)/403(b) Investment Lineup conference on April 12th in Chicago.

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Nuveen’s 3rd Annual Defined Contribution Roundtable

April 30 @ 11:00 am - 12:00 pm
Waldorf Astoria Chicago

Senior Consultant, Bill Parker, CIMA®, will participate on the panel Responsible Investing: The Added Value RI Brings to DC at Nuveen's 3rd Annual Defined Contribution Roundtable on April 30th in Chicago.

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May 2018

Pensions & Investments: 401(k)/403(b) Investment Lineup (Dallas)

May 1 @ 9:30 am - 10:30 am
Union Station Dallas, 400 South Houston Street
Dallas, TX 75202
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Regional Director, Senior Consultant, Jeff Barrow, will moderate the panel What You Don't Know Can Hurt You: Governance and the Evolving Role of DC Plan Sponsor Fiduciaries at P&I's 401(k)/403(b) Investment Lineup conference on May 1st in Dallas.

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AIMSE 41st Annual Marketing & Sales Conference

May 1 @ 11:50 am - 1:20 pm
National Doral Miami, 4400 NW 87th Avenue
Miami, FL 33178 United States
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Research Director – Global Public Markets, Brad Long, CFA, will be speaking on the Consultant Roundtable at the AIMSE 41st Annual Marketing & Sales Conference in Miami, FL in on May 1st.  

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Pensions & Investments: 401(k)/403(b) Investment Lineup (New York)

May 3 @ 9:30 am - 10:30 am
THE WESTIN TIMES SQUARE, 270 West 43rd Street
New York, 10036 United States
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Principal, Director of Communication & Education, Jim Modelski, will moderate the panel What You Don't Know Can Hurt You: Governance and the Evolving Role of DC Plan Sponsor Fiduciaries at P&I's 401(k)/403(b) Investment Lineup conference on May 3rd in New York.

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Pensions & Investments: ESG Investing Breakfast Briefing (Chicago)

May 22 @ 10:00 am - 11:00 am
The Standard Club, 320 S. Plymouth Court
Chicago, IL 60604
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Principal, Research Director - Global Public Markets, Brad Long, CFA, will participate on the panel Integrating ESG throughout the Investment Process at P&I’s ESG Investing Breakfast Briefing on May 22nd in Chicago.

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Kestra Financial – Portfolio Construction Workshop

May 24 @ 9:30 am - 10:30 am

Senior Consultant, The Wealth Office™, Bill Parker, CIMA®, will speak at the session Why Research Matters at Kestra Financial's Portfolio Construction Workshop on May 24th in Austin.

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June 2018

Partner Connect Midwest 2018 Conference – Chicago

June 26 @ 2:00 pm - 3:00 pm
InterContinental, 505 Michigan Avenue
Chicago, IL 60611
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Research Director - Global Private Markets, Louis Kleist will participate on the panel Top Five Sectors Gaining Favor From Limited Partners Today at the Partner Connect Midwest 2018 Conference in Chicago on June 26th.  

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