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News and Events

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

Marcia Peters, Chief Investment Officer, Quoted by Markets Group

An excerpt from an article by Markets Group Institutional Allocator featuring a quote from PEI's Chief Investment Officer Marcia Peters. "For me, it’s always the same answer, and that’s the level of underfunded state pension plans. Look at the data.

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Seventh Annual Tri-State Institutional Forum

Marcia Peters, CFA, Chief Investment Officer, will be speaking at the Seventh Annual Tri-State Institutional Forum in New York, NY. Marcia will be discussing (as per the agenda): Strategic Asset Allocation and Risk Budgeting Conventional asset allocation strategies produced positive results when markets were rising and interest rates were declining. Today, constructing a durable portfolio […]

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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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