We develop and tailor educational sessions to meet the needs and requests of our clients. These can cover a wide range of topics including fiduciary responsibility, emerging asset classes and new investment policy strategies.
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We provide our industry experts to speak at national conferences and regional workshops on topics relevant to institutional investors and financial executives.
Our annual two-day client conference is held each fall. The conference features timely discussions by leading investment professionals, academics and DeMarche consultants on issues that impact investment strategies and portfolio returns.
