Conferences & Events

Institutional Asset Management

Throughout the year, our team sponsors conferences and hosts numerous events. Local events are by invite only, but if you are interested in attending, please contact us. Webinars are generally open to the public.

We look forward to engaging with you as well as answering any questions you may have.

Featured Events

Recent Webinar

DC Plan Perspectives
for Defined Contribution Plan Sponsors

Watch the replay

Recent Webinar

State of Nonprofits
for Nonprofit Leaders & Board Members

Watch the replay


October 2019

Topic Location Date
Charitable Gift Planners Conference New Orleans, LA October 2-4, 2019

Responsible Investing Event

Philadelphia, PA October 8, 2019

Eastern Association of College and University Business Officers (EACUBO)

Baltimore, MD October 13-16, 2019

401(k) Best Practices Luncheon

Pittsburgh, PA October 16, 2019

Philanthropy Southwest's Annual Conference

Colorado Springs, CO October 17-19, 2019

International Foundation of Employee Benefit Plans (IFEBP) Conference

San Diego, CA October 20-23, 2019

DC Plan Perspectives: Update on Regulation and Litigation

Webinar October 22, 2019

Charitable Gift Annuities 

New York, NY October 24, 2019

Investment Management Institute: OCIO Solutions Summit

Stamford, CT October 24, 2019

Planned Giving: The Evaluation Complex

Philadelphia, PA October 30, 2019


November 2019

Topic Location Date
ACLI Senior Investment Management Seminar Coronado, CA November 3-6, 2019

American Fraternal Alliance

Chicago, IL November 5, 2019

State of Nonprofits

Webinar November 6, 2019

Becker's Hospital Review 8th Annual CEO + CFO Roundtable

Chicago, IL November 11-13, 2019

Responsible Investing Event

Denver, CO November 19, 2019


December 2019

Topic Location Date
Economic and Investment Outlook Pittsburgh, PA December 10, 2019