Join us for an exclusive advisor‑focused session featuring Jack Sannes, CFA, CAIA, Vice President at Marquette Associates. Jack will bring institutional investment expertise to help you understand the forces shaping today’s global economy and what to expect across equities, fixed income, and alternative asset classes.

As the independent investment consulting firm for the Community Foundation of Northeast Iowa, Marquette Associates, along with CFNEIA’s Investment Committee, applies a disciplined three‑point approach focused on risk, quality, and cost in stewarding more than $190 million in charitable assets.

During this session, you will gain:

• A clear, data‑driven outlook for 2026
• Insights drawn from CFNEIA’s portfolio, including key lessons from 2025 and strategic positioning for the year ahead
• Perspective on how long‑term stewards navigate uncertainty, identify opportunities, and guide clients with confidence

This is a unique opportunity to hear directly from an industry leader whose expertise can strengthen your advisory practice and elevate the conversations you’re having with clients.

As always, this workshop is also our way of thanking you for the many ways you help strengthen charitable giving across our region.

You can choose to join in person or virtually. A link will be sent to virtual attendees before the event so they can join online.

1 hour of continuing education credits for CLE and Iowa Insurance is approved. CFP credits are pending approval.