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May 2018

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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September 2018

DiMeo Schneider 10th Annual Investor Conference

September 13 @ 8:00 am - 5:00 pm
Marriott Magnificent Mile, 540 N. Michigan Ave
Chicago, IL 60611 United States
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Nonprofit Finance & Accounting Summit (Washington, DC)

September 13 @ 1:00 pm - 2:00 pm
National Association of Home Builders, 1201 15th St NW
Washington, DC, 20005
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Senior Consultant, Ahmed Farruk, will speak on The 7 Habits of Highly Ineffective Finance and Investment Committees at The Nonprofit Finance & Accounting Summit on September 13th in Washington, DC.

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October 2018

Institutional Investor: Roundtable for Consultants and Institutional Investors (Chicago)

October 3 @ 11:30 am - 12:30 pm
Four Seasons Chicago, 120 E Delaware Pl
Chicago, IL 60611
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Senior Consultant, Shreya Canakapalli, will speak on The II Braintrust: Crisis Portfolio Construction at Institutional Investor's Roundtable for Consultants and Institutional Investors on October 3rd in Chicago.

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Pensions & Investments: Pension Risk Strategies (Dallas)

October 4 @ 1:50 pm - 2:50 pm
Union Station Dallas, 400 South Houston Street
Dallas, TX 75202
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Principal, Senior Consultant, Brian Carlson will moderate the panel The Investment Policy Statement – The North Star of Pension Fund Management at Pensions & Investments: Pension Risk Strategies conference in Dallas on October 4th.

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Pensions & Investments: Pension Risk Strategies (Chicago)

October 9 @ 1:50 pm - 2:50 pm
Gleacher Center, 450 N Cityfront Plaza Dr.
Chicago, IL 60611 United States
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Principal, Senior Consultant, Brian Carlson will moderate the panel The Investment Policy Statement – The North Star of Pension Fund Management at Pensions & Investments: Pension Risk Strategies conference in Chicago on October 9th.

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