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Events

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

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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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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