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Events

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

8th Annual Tri-State Institutional Virtual Forum

Marcia Peters, CFA, Chief Investment Officer, will be speaking at the 8th Annual Tri-State Institutional Virtual Forum on March 16 on a panel discussing, "Geopolitical Polarization, Late-stage Capitalism, & the Great Reset."

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Opal Group’s 2021 Public Funds Summit

Marcia Peters, CFA, Chief Investment Officer, will be attending the Opal Group's 2021 Public Funds Summit, held virtually. Marcia will be a panelist discussing general consulting trends, investment selection and manager due diligence.

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Key Considerations For Successful Remote Plan Governance

On October 27, Attila Toth, Partner, will be a panelist on a webinar hosted by the American Bar Associate (ABA) Joint Committee on Employee Benefits, covering, "Key Considerations for Successful Remote Plan Governance."

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