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529 Conf: Structuring & Evaluating the Investment Line-Up + Closing Remarks

September 21, 2020 at 04:15:00 PM · Eastern Time (US & Canada)
Categories:
BUSINESS & FINANCE
Who can view: Everyone
Webinar Price: Free
Featured Presenters
Webinar hosting presenter Paul C
Director of Savings Research
Paul Curley is Director of Savings Research at ISS Market Intelligence, where he oversees data, research, consulting and events on 529 savings plans, 529 prepaid plans and ABLE accounts for institutional clients. He is also the Editor of the 529 Dash e-newsletter and 529 Insiders website for advisors, accountants and estate planners.
Webinar hosting presenter
Managing Principal, Consultant, Meketa Investment Group
Ms. Ceserani is a consultant and has 26 years’ of investment consulting industry experience. Ms. Ceserani joined the firm in 2019 as part of the merger between Meketa and Pension Consulting Alliance (PCA) and is the lead consultant on several 529 college savings plans. She has extensive experience in the development, execution, and monitoring of investment programs for institutional clients as well as expertise in performing due diligence on money management firms and their products. In addition to her consulting responsibilities, Ms. Ceserani is a member of the firm’s Defined Contribution and Human Resources Committees.
Prior to joining PCA, Ms. Ceserani was a Consulting Project Manager at Yanni Partners in Pittsburgh, PA for six years. Her responsibilities included quarterly analysis of client portfolios, asset allocation studies, asset transitions, manager selection and monitoring, and special research projects. Ms. Ceserani has also served as the Director of Operations at Greycourt & Co., Inc. in Pittsburgh, PA and the Director of U.S. Equity Research and Consulting Manager at Ennis Knupp & Associates in Chicago, IL. She also spent six years at R.V. Kuhns in Portland, OR.
Ms. Ceserani earned a Bachelor of Science in Political Science from the University of Oregon. She is an SEC and MSRB registered Municipal Advisor Representative (Series 50), and is a member of the Portland Women in Investment Management Group.
Documents
529Conf2020_Essentials_Monday-4_Structuring_and_Evaluating_Investment_Line-up.pdf
Preview Download Added by Mary Kriegsfeld at 1:09 AM - Saturday - September 19, 2020
Speaker_Bios_-_Day_1_-_Structuring___Evaluating_the_Investment_Line-Up.pdf
Preview Download Added by ISS Conference Team at 3:36 PM - Sunday - September 20, 2020