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Events

The team regularly presents at educational seminars and is often quoted by leading industry publications.

CAPTRUST Announces Addition of New Jersey-Based Portfolio Evaluations, Inc.

PEI was founded in 1992 and is led by Co-Founders and Partners Attila Toth, Michael Sasso, and Rich Torbinski. The team brings to CAPTRUST more than $107 billion in assets and several hundred clients.

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Seventh Annual Pennsylvania Institutional Forum

On November 4th, Marcia Peters, CFA, Chief Investment Officer, will be a panelist at the 7th Annual Pennsylvania Institutional Investor Forum in Philadelphia, PA, conducting an interview on "Systematic Macro in a World of Uncertainty."

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Institutional Investor’s Annual Retirement Plan Advisor Summit

On Thursday, September 30, 2021, Michael Sasso, Partner, will be moderating a panel discussion on “ERISA Laws – What is Coming Down the Pipeline with This New Administration.”

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