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News and Events

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

AAI and III’s Roundtable for Corporate Funds and Insurance Portfolios

Partner and Co-Founder Michael Sasso will be a panelist at Alternative Investor Institute and Institutional Investor Institute‘s 2019 Roundtable for Corporate Funds and Insurance Portfolios on Wednesday, March 6 in Washington, D.C. covering (as per the agenda): The Department of Labor The fiduciary rule is dead. What now – for both plan sponsors and plan […]

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PEI Named to 2019 PLANADVISER Top 100 Retirement Plan Advisers List

Portfolio Evaluations, Inc. (PEI), an institutional investment and retirement plan consulting firm, is pleased to announce it has been named as one of the 2019 PLANADVISER Top 100 Retirement Plan Advisers. The list is an annual grouping of adviser individuals and teams that stand out in the industry in terms of a series of quantitative measures. These […]

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Inside ETFs Conference

Senior Consultant Edward Landsman will be speaking at the Inside ETFs conference on Tuesday, February 12, 2019 in Hollywood, Florida, where he will be a panelist discussing (as per the agenda): Hiring and Firing Investment Managers: What Institutional Investors Look For Selection, hiring and firing of managers is the most important part of the investment […]

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