Upcoming Events
- January 21, 2021
4:30 pm - 6:00 pm
Virtual Fireside Chat with Gemma Wright-Casparius, Principal, Senior Portfolio Manager, Fixed Income Group, Vanguard and Moderator Lucy Momjian, CFA, CAIA Senior Investment Consultant, Vanguard Institutional Advisory Services. Hailed by Investment News as “Vanguard’s $50 billion woman (more…)
- February 25, 2021
4:30 pm - 6:00 pm
Sally Stalcup, Founder and Principal Consultant, will provide best practices for new business presentations, consultant reviews, and client cross-sell opportunities. Partnering with Stalcup Consulting means working with a skilled, knowledgeable and insightful consultant with over 25 years of experience within the investment management industry. For speaker bio Click here. Additional event details and Zoom link (more…)