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October 2016

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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Pensions & Investments’ Generating Returns in a Low-Yield Environment

February 28 @ 9:00 am - 5:00 pm
The Gleacher Center, Chicago, IL + Google Map

REGISTER for Pensions & Investments' Generating Returns in a Low Yield Environment to learn about a variety of investment approaches and strategies to help generate better returns, while mitigating risks, in a challenging environment. DiMeo Schneider & Associates, L.L.C. is pleased to announce the participation of Matthew Porter, Principal and Director of Research Analytics as the conference's chair and moderator. Matthew will moderate the day's panel discussions, which include: The Macro Environment, Monetary Policy and the Credit Cycle – What's…

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March 2017

Midwest CUPA-HR Spring Conference

March 26 @ 8:00 am - March 28 @ 5:00 pm
Hyatt Regency St. Louis, 315 Chestnut Street
St. Louis, MO 63102 United States
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DiMeo Schneider & Associates, L.L.C. will host a booth at the Midwest CUPA-HR Spring Conference March 26th-28th at the Hyatt Regency in St. Louis.

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