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March 2018

2018 NBOA Annual Meeting

March 6 @ 8:45 am - 10:00 am
Gaylord Opryland Resort & Convention Center, 2800 Opryland Dr.
Nashville, 37214 United States
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Senior Consultant, Ahmed Farruk, CIMA®, AIF and Senior Consultant, Joe Syron will speak about Serenity Now! A Seinfeld Spin on Sustainable Endowment-Spending Policies at the 2018 NBOA Annual Meeting in Nashville, TN on March 6th.

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P&I’s Global Fixed Income & Credit Symposium – Chicago

March 6 @ 3:00 pm - 4:00 pm
Gleacher Center, 450 N Cityfront Plaza Dr.
Chicago, IL 60611 United States
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Research Director - Global Public Markets, Brad Long, CFA, will be moderating the panel Opportunities and Risks in Emerging Market Debt at the Pensions & Investments: Global Fixed Income & Credit Symposium on March 6th in Chicago.

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P&I’s Global Fixed Income & Credit Symposium – New York

March 8 @ 3:00 pm - 4:00 pm
The Princeton Club, 15 W 43rd St
New York, 10036 United States
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Principal, Executive Research Director, Matt Porter, CIMA® will be moderating the panel Opportunities and Risks in Emerging Market Debt at the Pensions & Investments: Global Fixed Income & Credit Symposium on March 8th in New York.

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IvyFon Family Office Trends Seminar

March 9 @ 9:00 am - 10:30 am
Gardere, One American Center - 600 Congress Ave # 2900
Austin, TX 78701
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Regional Director & Senior Consultant, Jeff Barrow, CIMA®, will be moderating the Energy panel at the IvyFon Family Office Seminar on March 9th in Austin.

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2018 Thrivent Premier Practices Academy

March 13

Principal, Chad Tisher and Financial Institutions Practice Leader, Senior Consultant, Joe Cortese, will speak on Positioning as a Wealth Manager: Investment Advisory Best Practices at the 2018 Thrivent Premier Practices Academy in Memphis on March 13th.

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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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