INSTITUTIONAL INVESTORS

Events

2017 Events

Nonprofits Conferences    Defined Contribution Conferences
Taft-Hartley Conferences   Municipal Conferences

Nonprofit Conferences

2/1 - 2/3  NACUBO Endowment Management Forum, Waldorf Astoria, New York, NY

  • MJ Bobyock will be co-presenting with University of North Dakota Foundation CFO Laura Block on “Creating a Sustainable Spending Policy” on 2/1 at 1:50PM. We will also host an exhibit booth.

2/12 - 2/15  JFNA Investment Institute 2017, PGA National Resort, Palm Beach, FL

  • MJ Bobyock will be a panelist in a session entitled “Understanding the Nuances of the OCIO Model: How Best to Customize your Platform” on 2/13 at 2PM.

3/15 – 3/16  OCIO Summit For Endowments & Foundations, The Princeton Club, New York, NY

  • Mike Cagnina will be a panelist in a session entitled “Macro Overview of the OCIO Landscape” on 3/15 at 9:15AM.  Andy Daly will be a panelist in a session entitled “The Benefits an OCIO Can Bring in Alternatives” on 3/15 at 3:45PM. We will also host an exhibit booth.

3/29 - 3/31  CASE Conference for Institutionally Related Foundations, Westin Downtown Austin, TX

  • MJ Bobyock will be co-presenting with University of North Dakota Foundation CFO Laura Block and we will host an exhibit booth.

9/10 - 9/13 FAOG for Community Foundations Conference, Denver, CO

  • We are sponsoring and exhibiting at this conference.

9/28 Council on Foundations Endowments Summit, New York, NY

  • We are sponsoring and exhibiting at this conference.

11/9 Southeastern Council on Foundations, Amelia Island, FL

  • We are sponsoring and exhibiting at this conference.

Defined Contribution Conferences

3/19 - 3/21 P&I DC East, The National Doral Miami, FL

  • We are sponsoring and exhibiting at this conference.

5/2 - 5/3 Plan Sponsor Council of America (PSCA)National Conference, The Drake Hotel Chicago, IL

  • Mike Cagnina will be presenting a case study about the use of white label funds and we will host an exhibit booth.

6/7 – 6/9 Plan Sponsor National Conference, Renaissance Hotel, Washington, D.C.

  • Mike Cagnina will be on a panel and we will host an exhibit booth.

Taft-Hartley Conferences

10/22 - 10/25 IFEBP Employee Benefits Conference, Mandalay Bay, Las Vegas, NV

  • We are sponsoring and exhibiting at this conference.

Municipal Conferences

6/4/ - 6/7 MACRS Annual Conference, Cape Cod Resort Hyannis, MA

  • We are sponsoring and exhibiting at this conference.

6/25 - 6/28 FPPTA 33rd Annual Conference Omni, Orlando, FL

  • We are sponsoring and exhibiting at this conference.

8/6 - 8/9 CCAP Annual Conference, Bayfront Convention Center, Erie County, PA

  • We are sponsoring and exhibiting at this conference.

 

Contact us to learn more about an event or presentation.