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News and Events

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

PEI’s First Annual Community Outreach Month

Since inception, PEI has made a concerted effort to enrich the communities in which we live and work by supporting the causes close to the hearts of our employees and friends. This year, we sought to expand on these initiatives with our First Annual Community Outreach Month. Over the course of four weeks, one day per […]

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PSCA’s 70th Annual National Conference

Join Partner Michael Sasso and Associate Director of Research Kathryn Farrell, CFA at PSCA’s 70th Annual National Conference in Chicago, IL as they discuss: Plan Fees: Are You a Target? Mike and Kathryn will cover what fees plan sponsors need to focus on to ensure they are not the target of future litigation. The workshop […]

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Fifth Annual Tri-State Institutional Investor Forum

Marcia Peters, CFA, Chief Investment Officer, will be speaking at the Fifth Annual Tri-State Institutional Investor Forum at the Harmonie Club in New York City on February 22, 2017. Marcia will be one of four panelists during the discussion on: Reviewing Global Equity Portfolios An eight-year bull market in U.S. public equities, coupled with relative […]

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