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News and Events

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

Opal Group’s Investment Trends Summit 2020

Marcia Peters, CFA, Chief Investment Officer, will be a panelist at Opal Group's Virtual Investment Trends Summit 2020. Marcia will be discussing, "A Global Macroeconomic and Geopolitical Outlook: State of the Global Economy and International Affairs."

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Advisers Giving Back: Attila Toth and Portfolio Evaluations

PEI Partner and Co-Founder Attila Toth was featured in the "Advisers Giving Back" series by PlanAdviser Magazine. "Our giving efforts are all about ... giving back to the communities we all care deeply about,” says Partner Attila Toth.

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The CARES Act: What are Plan Sponsors, Participants and Plan Providers Doing?

In case you missed it, the webinar replay is now available. Hear PEI's real-world insights into how others in the industry are reacting to the CARES Act.

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