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News and Events

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

Sixth Annual ERISA Fiduciary Checkup Webinar

On January 25, 2017, David Hudak, CFA, Senior Consultant, will co-host the Sixth Annual ERISA Fiduciary Checkup. Along with Howard Levine, Drinker Biddle & Reath, and David Dacey, WithumSmith+Brown, they will discuss the labyrinth of ERISA plan fiduciary requirements and how failure to comply with these obligations can expose fiduciaries to liability risks. Topics to be […]

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PEI Welcomes Two New Team Members

Warren, New Jersey (January 19, 2017)—Portfolio Evaluations, Inc. (PEI), one of the country’s leading institutional investment consulting firms, announces the addition of Gary Pallatta and Michael Kopec to the team. Gary joins PEI as a senior consultant within the Provider Solutions Group, where he will conduct fee benchmarking studies and recordkeeping vendor searches, while Michael […]

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Third Annual Pennsylvania Institutional Investor Forum

On November 29th, Marcia Peters, CFA, Chief Investment Officer, will be speaking at the Third Annual Pennsylvania Institutional Investor Forum in Philadelphia, PA, covering “Winning in Fixed Income, Further Rate Hikes or Not:” How can institutional investors position themselves so they have the flexibility to respond? Would a multi-asset credit strategy make sense during this […]

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