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Events

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

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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Portfolio Summits Pension, Endowment and Foundation Summit

Marcia Peters, CFA, will be a speaker at the Portfolio Summits Pension, Endowment and Foundation Summit on July 22, 2021. Marcia will be moderating the discussion, "Market Outlook Roundtable & Response to COVID-19."

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Portfolio Summits Virtual OCIO and Institutional Consultant Summit

Marcia Peters, CFA, Chief Investment Officer, will be a speaker at the Portfolio Summits Virtual OCIO and Institutional Consultant Summit on April 29, 2021. Event topics include OCIO, ESG and Multi-Asset Strategies, to name a few.

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