Principal, Regional Director, Senior Consultant
Senior Consultant
Are Your Investments Measuring Up? 2023 Benchmarking Insights From ASAE
What you will learn:
• Understanding why its important.
• Common approaches to benchmarking
• Common challenges and pitfalls
• About the ASAE study and a summary of recent findings.
Presented by: Betsy Piper/Bach, JD, CFP, CIM President ASAE Investment Services
Speakers: Ahmed Farruk, CIMA Principal, Regional Director and Senior Consultant Fiducient Advisors Bill Fisher, AIF Senior Consultant Fiducient Advisors