BEGIN:VCALENDAR VERSION:2.0 PRODID:-//National Association of Securities Professionals (NASP) - ECPv6.17.3//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-WR-CALNAME:National Association of Securities Professionals (NASP) X-ORIGINAL-URL:https://nasphq.org X-WR-CALDESC:Events for National Association of Securities Professionals (NASP) REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:America/New_York BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20210314T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20211107T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20220313T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20221106T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20230312T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20231105T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20240310T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20241103T060000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/New_York:20220627T000000 DTEND;TZID=America/New_York:20220629T000000 DTSTAMP:20220506T222815Z CREATED:20211116T180741Z LAST-MODIFIED:20220506T222815Z UID:779-1656288000-1656460800@nasphq.org SUMMARY:33rd Annual Financial Services Conference DESCRIPTION:« All Events\n \n \n \n \n \n 8th Annual Consultant & Manager Retreat \n \n \n \n October 7–8\, 2026  |  Wells Fargo  |  Charlotte\, North Carolina \n \n \n \n \n \n \n\n \n Add to calendar \n \n \n\n \n \n \n Google Calendar\n\n \n iCalendar\n\n \n Outlook 365\n\n \n Outlook Live\n\n \n \n\n \n \n\n \n \n \n \n \n \n \n \n \n \n \n \n \n The National Association of Securities Professionals (NASP) is pleased to announce the 8th Annual Consultant & Manager Retreat\, taking place October 7–8\, 2026\, at Wells Fargo in Charlotte\, North Carolina. Now entering its eighth year\, the Consultant & Manager Retreat has become one of NASP’s premier business development events\, bringing together institutional investment consultants and emerging and diverse-owned asset managers for meaningful dialogue\, strategic networking\, and relationship-building opportunities. Designed to foster stronger connections throughout the institutional investment community\, the Retreat features curated small group meetings\, educational discussions led by industry experts\, and practical conversations that help advance business opportunities while improving outcomes for institutional investors and clients. \n \n \n \n \n \n \n \n About the Program \n \n \n \n First launched in 2018\, the NASP Consultant & Manager Retreat is a 1.5-day program designed to connect institutional investment consultants with talented emerging and diverse-owned asset management firms. The Retreat provides investment consultants with an opportunity to identify high-quality investment managers across asset classes while giving managers valuable insight into the critical role consultants play in institutional manager selection and the most effective ways to build lasting relationships with consulting firms. Through thoughtful programming\, curated meetings\, and candid discussions\, the Retreat promotes diverse perspectives\, knowledge sharing\, and stronger investment outcomes for clients and beneficiaries. NASP welcomes participation from:Manager research professionals across all asset classesInstitutional investment consultantsField consultantsChief investment officers and senior investment professionalsOther senior leaders involved in manager research and selection \n \n \n \n \n \n \n \n Why Attend \n \n \n \n Participants can expect: Curated intimate meetings between institutional consultants and emerging and diverse-owned asset managersEducational panel discussions featuring leading investment professionalsMeaningful networking opportunities with peers and industry leadersPractical insights into consultant-manager engagement and institutional investment trendsOpportunities to develop new business relationships and strengthen existing partnerships \n \n \n \n \n \n \n \n Event\n Details \n \n \n \n \n \n Date & Time: \n October 7\n\n \n \n - \n\n October 8\n\n \n \n \n \n \n Schedule\n \n \n \n \n Wednesday\, October 7  Program begins at 1:00 p.m. ET  Thursday\, October 8  Program concludes by 3:00 p.m. ET   \n \n \n \n \n \n \n \n \n \n \n \n \n Wells Fargo \n \n \n Address:\n \n\n550 South Tryon Street\n \n \n Charlotte\,\n\n NC\n\n\n New Caledonia\n\n\n\n\n + Google Map \n\n\n\n \n\n\n\n \n \n \n \n \n \n \n \n \n \n Registration\n \n \n \n \n Registration will open by invitation only in August 2026. \n \n \n \n \n \n\n \n \n \n \n Investment Consultants \n Complimentary\n \n \n \n \n \n \n Asset Managers — NASP Member Firm (firms with at least one active NASP member) \n $1\,500\n \n \n \n \n \n \n Asset Managers — Non-Member Firm \n $2\,000\n \n \n \n \n \n \n Additional attendees \n $1\,000 / person\n \n \n \n \n\n \n \n \n \n \n \n \n \n Reserve Your Firm's Place\n \n \n \n \n Investment consulting firms are invited to reserve their participation by Friday\, July 31\, 2026. To request participation\, please email acordaro@nasphq.org and include your firm name\, primary contact\, and the number of representatives planning to attend. Capacity is limited and participation will be confirmed on a first-come\, first-served basis. Once confirmed\, participating firms will receive a formal registration invitation along with additional program details in the coming weeks. \n \n \n \n \n \n \n Email to Reserve\n \n \n \n \n \n \n \n \n \n \n \n Questions \n \n \n \n For additional information about the 8th Annual Consultant & Manager Retreat\, please contact:  \n \n \n \n \n \n \n Learn More \n \n \n \n \n\n \n \n \n \n Abigail CordaroSenior Program ManagerNational Association of Securities Professionals (NASP)acordaro@nasphq.org URL:https://nasphq.org/event/33rd-annual-financial-services-conference/ LOCATION:Radisson Blu Hotel\, 221 N Columbus Dr\, Chicago\, IL\, 60601 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20220630T000000 DTEND;TZID=America/New_York:20220630T000000 DTSTAMP:20220223T190553Z CREATED:20220104T160920Z LAST-MODIFIED:20220223T190553Z UID:823-1656547200-1656547200@nasphq.org SUMMARY:Accelerate Investors: Women Investment Leaders Symposium (Strategic Partner) DESCRIPTION:« All Events\n \n \n \n \n \n 8th Annual Consultant & Manager Retreat \n \n \n \n October 7–8\, 2026  |  Wells Fargo  |  Charlotte\, North Carolina \n \n \n \n \n \n \n\n \n Add to calendar \n \n \n\n \n \n \n Google Calendar\n\n \n iCalendar\n\n \n Outlook 365\n\n \n Outlook Live\n\n \n \n\n \n \n\n \n \n \n \n \n \n \n \n \n \n \n \n \n The National Association of Securities Professionals (NASP) is pleased to announce the 8th Annual Consultant & Manager Retreat\, taking place October 7–8\, 2026\, at Wells Fargo in Charlotte\, North Carolina. Now entering its eighth year\, the Consultant & Manager Retreat has become one of NASP’s premier business development events\, bringing together institutional investment consultants and emerging and diverse-owned asset managers for meaningful dialogue\, strategic networking\, and relationship-building opportunities. Designed to foster stronger connections throughout the institutional investment community\, the Retreat features curated small group meetings\, educational discussions led by industry experts\, and practical conversations that help advance business opportunities while improving outcomes for institutional investors and clients. \n \n \n \n \n \n \n \n About the Program \n \n \n \n First launched in 2018\, the NASP Consultant & Manager Retreat is a 1.5-day program designed to connect institutional investment consultants with talented emerging and diverse-owned asset management firms. The Retreat provides investment consultants with an opportunity to identify high-quality investment managers across asset classes while giving managers valuable insight into the critical role consultants play in institutional manager selection and the most effective ways to build lasting relationships with consulting firms. Through thoughtful programming\, curated meetings\, and candid discussions\, the Retreat promotes diverse perspectives\, knowledge sharing\, and stronger investment outcomes for clients and beneficiaries. NASP welcomes participation from:Manager research professionals across all asset classesInstitutional investment consultantsField consultantsChief investment officers and senior investment professionalsOther senior leaders involved in manager research and selection \n \n \n \n \n \n \n \n Why Attend \n \n \n \n Participants can expect: Curated intimate meetings between institutional consultants and emerging and diverse-owned asset managersEducational panel discussions featuring leading investment professionalsMeaningful networking opportunities with peers and industry leadersPractical insights into consultant-manager engagement and institutional investment trendsOpportunities to develop new business relationships and strengthen existing partnerships \n \n \n \n \n \n \n \n Event\n Details \n \n \n \n \n \n Date & Time: \n October 7\n\n \n \n - \n\n October 8\n\n \n \n \n \n \n Schedule\n \n \n \n \n Wednesday\, October 7  Program begins at 1:00 p.m. ET  Thursday\, October 8  Program concludes by 3:00 p.m. ET   \n \n \n \n \n \n \n \n \n \n \n \n \n Wells Fargo \n \n \n Address:\n \n\n550 South Tryon Street\n \n \n Charlotte\,\n\n NC\n\n\n New Caledonia\n\n\n\n\n + Google Map \n\n\n\n \n\n\n\n \n \n \n \n \n \n \n \n \n \n Registration\n \n \n \n \n Registration will open by invitation only in August 2026. \n \n \n \n \n \n\n \n \n \n \n Investment Consultants \n Complimentary\n \n \n \n \n \n \n Asset Managers — NASP Member Firm (firms with at least one active NASP member) \n $1\,500\n \n \n \n \n \n \n Asset Managers — Non-Member Firm \n $2\,000\n \n \n \n \n \n \n Additional attendees \n $1\,000 / person\n \n \n \n \n\n \n \n \n \n \n \n \n \n Reserve Your Firm's Place\n \n \n \n \n Investment consulting firms are invited to reserve their participation by Friday\, July 31\, 2026. To request participation\, please email acordaro@nasphq.org and include your firm name\, primary contact\, and the number of representatives planning to attend. Capacity is limited and participation will be confirmed on a first-come\, first-served basis. Once confirmed\, participating firms will receive a formal registration invitation along with additional program details in the coming weeks. \n \n \n \n \n \n \n Email to Reserve\n \n \n \n \n \n \n \n \n \n \n \n Questions \n \n \n \n For additional information about the 8th Annual Consultant & Manager Retreat\, please contact:  \n \n \n \n \n \n \n Learn More \n \n \n \n \n\n \n \n \n \n Abigail CordaroSenior Program ManagerNational Association of Securities Professionals (NASP)acordaro@nasphq.org URL:https://nasphq.org/event/accelerate-investors-women-investment-leaders-symposium/ LOCATION:New York\, NY END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20220727T000000 DTEND;TZID=America/New_York:20220727T000000 DTSTAMP:20220707T183133Z CREATED:20220707T183133Z LAST-MODIFIED:20220707T183133Z UID:901-1658880000-1658880000@nasphq.org SUMMARY:The World to Africa DESCRIPTION:« All Events\n \n \n \n \n \n 8th Annual Consultant & Manager Retreat \n \n \n \n October 7–8\, 2026  |  Wells Fargo  |  Charlotte\, North Carolina \n \n \n \n \n \n \n\n \n Add to calendar \n \n \n\n \n \n \n Google Calendar\n\n \n iCalendar\n\n \n Outlook 365\n\n \n Outlook Live\n\n \n \n\n \n \n\n \n \n \n \n \n \n \n \n \n \n \n \n \n The National Association of Securities Professionals (NASP) is pleased to announce the 8th Annual Consultant & Manager Retreat\, taking place October 7–8\, 2026\, at Wells Fargo in Charlotte\, North Carolina. Now entering its eighth year\, the Consultant & Manager Retreat has become one of NASP’s premier business development events\, bringing together institutional investment consultants and emerging and diverse-owned asset managers for meaningful dialogue\, strategic networking\, and relationship-building opportunities. Designed to foster stronger connections throughout the institutional investment community\, the Retreat features curated small group meetings\, educational discussions led by industry experts\, and practical conversations that help advance business opportunities while improving outcomes for institutional investors and clients. \n \n \n \n \n \n \n \n About the Program \n \n \n \n First launched in 2018\, the NASP Consultant & Manager Retreat is a 1.5-day program designed to connect institutional investment consultants with talented emerging and diverse-owned asset management firms. The Retreat provides investment consultants with an opportunity to identify high-quality investment managers across asset classes while giving managers valuable insight into the critical role consultants play in institutional manager selection and the most effective ways to build lasting relationships with consulting firms. Through thoughtful programming\, curated meetings\, and candid discussions\, the Retreat promotes diverse perspectives\, knowledge sharing\, and stronger investment outcomes for clients and beneficiaries. NASP welcomes participation from:Manager research professionals across all asset classesInstitutional investment consultantsField consultantsChief investment officers and senior investment professionalsOther senior leaders involved in manager research and selection \n \n \n \n \n \n \n \n Why Attend \n \n \n \n Participants can expect: Curated intimate meetings between institutional consultants and emerging and diverse-owned asset managersEducational panel discussions featuring leading investment professionalsMeaningful networking opportunities with peers and industry leadersPractical insights into consultant-manager engagement and institutional investment trendsOpportunities to develop new business relationships and strengthen existing partnerships \n \n \n \n \n \n \n \n Event\n Details \n \n \n \n \n \n Date & Time: \n October 7\n\n \n \n - \n\n October 8\n\n \n \n \n \n \n Schedule\n \n \n \n \n Wednesday\, October 7  Program begins at 1:00 p.m. ET  Thursday\, October 8  Program concludes by 3:00 p.m. ET   \n \n \n \n \n \n \n \n \n \n \n \n \n Wells Fargo \n \n \n Address:\n \n\n550 South Tryon Street\n \n \n Charlotte\,\n\n NC\n\n\n New Caledonia\n\n\n\n\n + Google Map \n\n\n\n \n\n\n\n \n \n \n \n \n \n \n \n \n \n Registration\n \n \n \n \n Registration will open by invitation only in August 2026. \n \n \n \n \n \n\n \n \n \n \n Investment Consultants \n Complimentary\n \n \n \n \n \n \n Asset Managers — NASP Member Firm (firms with at least one active NASP member) \n $1\,500\n \n \n \n \n \n \n Asset Managers — Non-Member Firm \n $2\,000\n \n \n \n \n \n \n Additional attendees \n $1\,000 / person\n \n \n \n \n\n \n \n \n \n \n \n \n \n Reserve Your Firm's Place\n \n \n \n \n Investment consulting firms are invited to reserve their participation by Friday\, July 31\, 2026. To request participation\, please email acordaro@nasphq.org and include your firm name\, primary contact\, and the number of representatives planning to attend. Capacity is limited and participation will be confirmed on a first-come\, first-served basis. Once confirmed\, participating firms will receive a formal registration invitation along with additional program details in the coming weeks. \n \n \n \n \n \n \n Email to Reserve\n \n \n \n \n \n \n \n \n \n \n \n Questions \n \n \n \n For additional information about the 8th Annual Consultant & Manager Retreat\, please contact:  \n \n \n \n \n \n \n Learn More \n \n \n \n \n\n \n \n \n \n Abigail CordaroSenior Program ManagerNational Association of Securities Professionals (NASP)acordaro@nasphq.org URL:https://nasphq.org/event/the-world-to-africa/ LOCATION:Virtual END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20220804T170000 DTEND;TZID=America/New_York:20220804T180000 DTSTAMP:20240708T184958Z CREATED:20220803T163454Z LAST-MODIFIED:20240708T184958Z UID:1048-1659632400-1659636000@nasphq.org SUMMARY:SEC Chair's Attorney Honors Program! DESCRIPTION:« All Events\n \n \n \n \n \n 8th Annual Consultant & Manager Retreat \n \n \n \n October 7–8\, 2026  |  Wells Fargo  |  Charlotte\, North Carolina \n \n \n \n \n \n \n\n \n Add to calendar \n \n \n\n \n \n \n Google Calendar\n\n \n iCalendar\n\n \n Outlook 365\n\n \n Outlook Live\n\n \n \n\n \n \n\n \n \n \n \n \n \n \n \n \n \n \n \n \n The National Association of Securities Professionals (NASP) is pleased to announce the 8th Annual Consultant & Manager Retreat\, taking place October 7–8\, 2026\, at Wells Fargo in Charlotte\, North Carolina. Now entering its eighth year\, the Consultant & Manager Retreat has become one of NASP’s premier business development events\, bringing together institutional investment consultants and emerging and diverse-owned asset managers for meaningful dialogue\, strategic networking\, and relationship-building opportunities. Designed to foster stronger connections throughout the institutional investment community\, the Retreat features curated small group meetings\, educational discussions led by industry experts\, and practical conversations that help advance business opportunities while improving outcomes for institutional investors and clients. \n \n \n \n \n \n \n \n About the Program \n \n \n \n First launched in 2018\, the NASP Consultant & Manager Retreat is a 1.5-day program designed to connect institutional investment consultants with talented emerging and diverse-owned asset management firms. The Retreat provides investment consultants with an opportunity to identify high-quality investment managers across asset classes while giving managers valuable insight into the critical role consultants play in institutional manager selection and the most effective ways to build lasting relationships with consulting firms. Through thoughtful programming\, curated meetings\, and candid discussions\, the Retreat promotes diverse perspectives\, knowledge sharing\, and stronger investment outcomes for clients and beneficiaries. NASP welcomes participation from:Manager research professionals across all asset classesInstitutional investment consultantsField consultantsChief investment officers and senior investment professionalsOther senior leaders involved in manager research and selection \n \n \n \n \n \n \n \n Why Attend \n \n \n \n Participants can expect: Curated intimate meetings between institutional consultants and emerging and diverse-owned asset managersEducational panel discussions featuring leading investment professionalsMeaningful networking opportunities with peers and industry leadersPractical insights into consultant-manager engagement and institutional investment trendsOpportunities to develop new business relationships and strengthen existing partnerships \n \n \n \n \n \n \n \n Event\n Details \n \n \n \n \n \n Date & Time: \n October 7\n\n \n \n - \n\n October 8\n\n \n \n \n \n \n Schedule\n \n \n \n \n Wednesday\, October 7  Program begins at 1:00 p.m. ET  Thursday\, October 8  Program concludes by 3:00 p.m. ET   \n \n \n \n \n \n \n \n \n \n \n \n \n Wells Fargo \n \n \n Address:\n \n\n550 South Tryon Street\n \n \n Charlotte\,\n\n NC\n\n\n New Caledonia\n\n\n\n\n + Google Map \n\n\n\n \n\n\n\n \n \n \n \n \n \n \n \n \n \n Registration\n \n \n \n \n Registration will open by invitation only in August 2026. \n \n \n \n \n \n\n \n \n \n \n Investment Consultants \n Complimentary\n \n \n \n \n \n \n Asset Managers — NASP Member Firm (firms with at least one active NASP member) \n $1\,500\n \n \n \n \n \n \n Asset Managers — Non-Member Firm \n $2\,000\n \n \n \n \n \n \n Additional attendees \n $1\,000 / person\n \n \n \n \n\n \n \n \n \n \n \n \n \n Reserve Your Firm's Place\n \n \n \n \n Investment consulting firms are invited to reserve their participation by Friday\, July 31\, 2026. To request participation\, please email acordaro@nasphq.org and include your firm name\, primary contact\, and the number of representatives planning to attend. Capacity is limited and participation will be confirmed on a first-come\, first-served basis. Once confirmed\, participating firms will receive a formal registration invitation along with additional program details in the coming weeks. \n \n \n \n \n \n \n Email to Reserve\n \n \n \n \n \n \n \n \n \n \n \n Questions \n \n \n \n For additional information about the 8th Annual Consultant & Manager Retreat\, please contact:  \n \n \n \n \n \n \n Learn More \n \n \n \n \n\n \n \n \n \n Abigail CordaroSenior Program ManagerNational Association of Securities Professionals (NASP)acordaro@nasphq.org URL:https://nasphq.org/event/sec-chairs-attorney-honors-program/ LOCATION:Virtual ATTACH;FMTTYPE=image/jpeg:https://nasphq.org/wp-content/uploads/2022/08/saec.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20220808T083000 DTEND;TZID=America/New_York:20220808T093000 DTSTAMP:20220803T185246Z CREATED:20220803T182649Z LAST-MODIFIED:20220803T185246Z UID:1069-1659947400-1659951000@nasphq.org SUMMARY:New York NASP Foundation Golf Outing DESCRIPTION:« All Events\n \n \n \n \n \n 8th Annual Consultant & Manager Retreat \n \n \n \n October 7–8\, 2026  |  Wells Fargo  |  Charlotte\, North Carolina \n \n \n \n \n \n \n\n \n Add to calendar \n \n \n\n \n \n \n Google Calendar\n\n \n iCalendar\n\n \n Outlook 365\n\n \n Outlook Live\n\n \n \n\n \n \n\n \n \n \n \n \n \n \n \n \n \n \n \n \n The National Association of Securities Professionals (NASP) is pleased to announce the 8th Annual Consultant & Manager Retreat\, taking place October 7–8\, 2026\, at Wells Fargo in Charlotte\, North Carolina. Now entering its eighth year\, the Consultant & Manager Retreat has become one of NASP’s premier business development events\, bringing together institutional investment consultants and emerging and diverse-owned asset managers for meaningful dialogue\, strategic networking\, and relationship-building opportunities. Designed to foster stronger connections throughout the institutional investment community\, the Retreat features curated small group meetings\, educational discussions led by industry experts\, and practical conversations that help advance business opportunities while improving outcomes for institutional investors and clients. \n \n \n \n \n \n \n \n About the Program \n \n \n \n First launched in 2018\, the NASP Consultant & Manager Retreat is a 1.5-day program designed to connect institutional investment consultants with talented emerging and diverse-owned asset management firms. The Retreat provides investment consultants with an opportunity to identify high-quality investment managers across asset classes while giving managers valuable insight into the critical role consultants play in institutional manager selection and the most effective ways to build lasting relationships with consulting firms. Through thoughtful programming\, curated meetings\, and candid discussions\, the Retreat promotes diverse perspectives\, knowledge sharing\, and stronger investment outcomes for clients and beneficiaries. NASP welcomes participation from:Manager research professionals across all asset classesInstitutional investment consultantsField consultantsChief investment officers and senior investment professionalsOther senior leaders involved in manager research and selection \n \n \n \n \n \n \n \n Why Attend \n \n \n \n Participants can expect: Curated intimate meetings between institutional consultants and emerging and diverse-owned asset managersEducational panel discussions featuring leading investment professionalsMeaningful networking opportunities with peers and industry leadersPractical insights into consultant-manager engagement and institutional investment trendsOpportunities to develop new business relationships and strengthen existing partnerships \n \n \n \n \n \n \n \n Event\n Details \n \n \n \n \n \n Date & Time: \n October 7\n\n \n \n - \n\n October 8\n\n \n \n \n \n \n Schedule\n \n \n \n \n Wednesday\, October 7  Program begins at 1:00 p.m. ET  Thursday\, October 8  Program concludes by 3:00 p.m. ET   \n \n \n \n \n \n \n \n \n \n \n \n \n Wells Fargo \n \n \n Address:\n \n\n550 South Tryon Street\n \n \n Charlotte\,\n\n NC\n\n\n New Caledonia\n\n\n\n\n + Google Map \n\n\n\n \n\n\n\n \n \n \n \n \n \n \n \n \n \n Registration\n \n \n \n \n Registration will open by invitation only in August 2026. \n \n \n \n \n \n\n \n \n \n \n Investment Consultants \n Complimentary\n \n \n \n \n \n \n Asset Managers — NASP Member Firm (firms with at least one active NASP member) \n $1\,500\n \n \n \n \n \n \n Asset Managers — Non-Member Firm \n $2\,000\n \n \n \n \n \n \n Additional attendees \n $1\,000 / person\n \n \n \n \n\n \n \n \n \n \n \n \n \n Reserve Your Firm's Place\n \n \n \n \n Investment consulting firms are invited to reserve their participation by Friday\, July 31\, 2026. To request participation\, please email acordaro@nasphq.org and include your firm name\, primary contact\, and the number of representatives planning to attend. Capacity is limited and participation will be confirmed on a first-come\, first-served basis. Once confirmed\, participating firms will receive a formal registration invitation along with additional program details in the coming weeks. \n \n \n \n \n \n \n Email to Reserve\n \n \n \n \n \n \n \n \n \n \n \n Questions \n \n \n \n For additional information about the 8th Annual Consultant & Manager Retreat\, please contact:  \n \n \n \n \n \n \n Learn More \n \n \n \n \n\n \n \n \n \n Abigail CordaroSenior Program ManagerNational Association of Securities Professionals (NASP)acordaro@nasphq.org URL:https://nasphq.org/event/new-york-nasp-foundation-golf-outing-2/ LOCATION:Saxon Woods Golf Course\, 315 Mamaroneck Road\, Scarsdale\, NY\, 10583\, United States ATTACH;FMTTYPE=image/jpeg:https://nasphq.org/wp-content/uploads/2022/08/golf.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20220810T160000 DTEND;TZID=America/New_York:20220810T170000 DTSTAMP:20230706T180745Z CREATED:20220803T163748Z LAST-MODIFIED:20230706T180745Z UID:1050-1660147200-1660150800@nasphq.org SUMMARY:SEC Chair's Attorney Honors Program! DESCRIPTION:« All Events\n \n \n \n \n \n 8th Annual Consultant & Manager Retreat \n \n \n \n October 7–8\, 2026  |  Wells Fargo  |  Charlotte\, North Carolina \n \n \n \n \n \n \n\n \n Add to calendar \n \n \n\n \n \n \n Google Calendar\n\n \n iCalendar\n\n \n Outlook 365\n\n \n Outlook Live\n\n \n \n\n \n \n\n \n \n \n \n \n \n \n \n \n \n \n \n \n The National Association of Securities Professionals (NASP) is pleased to announce the 8th Annual Consultant & Manager Retreat\, taking place October 7–8\, 2026\, at Wells Fargo in Charlotte\, North Carolina. Now entering its eighth year\, the Consultant & Manager Retreat has become one of NASP’s premier business development events\, bringing together institutional investment consultants and emerging and diverse-owned asset managers for meaningful dialogue\, strategic networking\, and relationship-building opportunities. Designed to foster stronger connections throughout the institutional investment community\, the Retreat features curated small group meetings\, educational discussions led by industry experts\, and practical conversations that help advance business opportunities while improving outcomes for institutional investors and clients. \n \n \n \n \n \n \n \n About the Program \n \n \n \n First launched in 2018\, the NASP Consultant & Manager Retreat is a 1.5-day program designed to connect institutional investment consultants with talented emerging and diverse-owned asset management firms. The Retreat provides investment consultants with an opportunity to identify high-quality investment managers across asset classes while giving managers valuable insight into the critical role consultants play in institutional manager selection and the most effective ways to build lasting relationships with consulting firms. Through thoughtful programming\, curated meetings\, and candid discussions\, the Retreat promotes diverse perspectives\, knowledge sharing\, and stronger investment outcomes for clients and beneficiaries. NASP welcomes participation from:Manager research professionals across all asset classesInstitutional investment consultantsField consultantsChief investment officers and senior investment professionalsOther senior leaders involved in manager research and selection \n \n \n \n \n \n \n \n Why Attend \n \n \n \n Participants can expect: Curated intimate meetings between institutional consultants and emerging and diverse-owned asset managersEducational panel discussions featuring leading investment professionalsMeaningful networking opportunities with peers and industry leadersPractical insights into consultant-manager engagement and institutional investment trendsOpportunities to develop new business relationships and strengthen existing partnerships \n \n \n \n \n \n \n \n Event\n Details \n \n \n \n \n \n Date & Time: \n October 7\n\n \n \n - \n\n October 8\n\n \n \n \n \n \n Schedule\n \n \n \n \n Wednesday\, October 7  Program begins at 1:00 p.m. ET  Thursday\, October 8  Program concludes by 3:00 p.m. ET   \n \n \n \n \n \n \n \n \n \n \n \n \n Wells Fargo \n \n \n Address:\n \n\n550 South Tryon Street\n \n \n Charlotte\,\n\n NC\n\n\n New Caledonia\n\n\n\n\n + Google Map \n\n\n\n \n\n\n\n \n \n \n \n \n \n \n \n \n \n Registration\n \n \n \n \n Registration will open by invitation only in August 2026. \n \n \n \n \n \n\n \n \n \n \n Investment Consultants \n Complimentary\n \n \n \n \n \n \n Asset Managers — NASP Member Firm (firms with at least one active NASP member) \n $1\,500\n \n \n \n \n \n \n Asset Managers — Non-Member Firm \n $2\,000\n \n \n \n \n \n \n Additional attendees \n $1\,000 / person\n \n \n \n \n\n \n \n \n \n \n \n \n \n Reserve Your Firm's Place\n \n \n \n \n Investment consulting firms are invited to reserve their participation by Friday\, July 31\, 2026. To request participation\, please email acordaro@nasphq.org and include your firm name\, primary contact\, and the number of representatives planning to attend. Capacity is limited and participation will be confirmed on a first-come\, first-served basis. Once confirmed\, participating firms will receive a formal registration invitation along with additional program details in the coming weeks. \n \n \n \n \n \n \n Email to Reserve\n \n \n \n \n \n \n \n \n \n \n \n Questions \n \n \n \n For additional information about the 8th Annual Consultant & Manager Retreat\, please contact:  \n \n \n \n \n \n \n Learn More \n \n \n \n \n\n \n \n \n \n Abigail CordaroSenior Program ManagerNational Association of Securities Professionals (NASP)acordaro@nasphq.org URL:https://nasphq.org/event/sec-chairs-attorney-honors-program-2/ LOCATION:Virtual ATTACH;FMTTYPE=image/jpeg:https://nasphq.org/wp-content/uploads/2022/08/saec.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20220812T080000 DTEND;TZID=America/New_York:20220812T170000 DTSTAMP:20220805T172517Z CREATED:20220708T150714Z LAST-MODIFIED:20220805T172517Z UID:903-1660291200-1660323600@nasphq.org SUMMARY:NASP-Detroit 16th Annual Scholarship Golf Classic DESCRIPTION:« All Events\n \n \n \n \n \n 8th Annual Consultant & Manager Retreat \n \n \n \n October 7–8\, 2026  |  Wells Fargo  |  Charlotte\, North Carolina \n \n \n \n \n \n \n\n \n Add to calendar \n \n \n\n \n \n \n Google Calendar\n\n \n iCalendar\n\n \n Outlook 365\n\n \n Outlook Live\n\n \n \n\n \n \n\n \n \n \n \n \n \n \n \n \n \n \n \n \n The National Association of Securities Professionals (NASP) is pleased to announce the 8th Annual Consultant & Manager Retreat\, taking place October 7–8\, 2026\, at Wells Fargo in Charlotte\, North Carolina. Now entering its eighth year\, the Consultant & Manager Retreat has become one of NASP’s premier business development events\, bringing together institutional investment consultants and emerging and diverse-owned asset managers for meaningful dialogue\, strategic networking\, and relationship-building opportunities. Designed to foster stronger connections throughout the institutional investment community\, the Retreat features curated small group meetings\, educational discussions led by industry experts\, and practical conversations that help advance business opportunities while improving outcomes for institutional investors and clients. \n \n \n \n \n \n \n \n About the Program \n \n \n \n First launched in 2018\, the NASP Consultant & Manager Retreat is a 1.5-day program designed to connect institutional investment consultants with talented emerging and diverse-owned asset management firms. The Retreat provides investment consultants with an opportunity to identify high-quality investment managers across asset classes while giving managers valuable insight into the critical role consultants play in institutional manager selection and the most effective ways to build lasting relationships with consulting firms. Through thoughtful programming\, curated meetings\, and candid discussions\, the Retreat promotes diverse perspectives\, knowledge sharing\, and stronger investment outcomes for clients and beneficiaries. NASP welcomes participation from:Manager research professionals across all asset classesInstitutional investment consultantsField consultantsChief investment officers and senior investment professionalsOther senior leaders involved in manager research and selection \n \n \n \n \n \n \n \n Why Attend \n \n \n \n Participants can expect: Curated intimate meetings between institutional consultants and emerging and diverse-owned asset managersEducational panel discussions featuring leading investment professionalsMeaningful networking opportunities with peers and industry leadersPractical insights into consultant-manager engagement and institutional investment trendsOpportunities to develop new business relationships and strengthen existing partnerships \n \n \n \n \n \n \n \n Event\n Details \n \n \n \n \n \n Date & Time: \n October 7\n\n \n \n - \n\n October 8\n\n \n \n \n \n \n Schedule\n \n \n \n \n Wednesday\, October 7  Program begins at 1:00 p.m. ET  Thursday\, October 8  Program concludes by 3:00 p.m. ET   \n \n \n \n \n \n \n \n \n \n \n \n \n Wells Fargo \n \n \n Address:\n \n\n550 South Tryon Street\n \n \n Charlotte\,\n\n NC\n\n\n New Caledonia\n\n\n\n\n + Google Map \n\n\n\n \n\n\n\n \n \n \n \n \n \n \n \n \n \n Registration\n \n \n \n \n Registration will open by invitation only in August 2026. \n \n \n \n \n \n\n \n \n \n \n Investment Consultants \n Complimentary\n \n \n \n \n \n \n Asset Managers — NASP Member Firm (firms with at least one active NASP member) \n $1\,500\n \n \n \n \n \n \n Asset Managers — Non-Member Firm \n $2\,000\n \n \n \n \n \n \n Additional attendees \n $1\,000 / person\n \n \n \n \n\n \n \n \n \n \n \n \n \n Reserve Your Firm's Place\n \n \n \n \n Investment consulting firms are invited to reserve their participation by Friday\, July 31\, 2026. To request participation\, please email acordaro@nasphq.org and include your firm name\, primary contact\, and the number of representatives planning to attend. Capacity is limited and participation will be confirmed on a first-come\, first-served basis. Once confirmed\, participating firms will receive a formal registration invitation along with additional program details in the coming weeks. \n \n \n \n \n \n \n Email to Reserve\n \n \n \n \n \n \n \n \n \n \n \n Questions \n \n \n \n For additional information about the 8th Annual Consultant & Manager Retreat\, please contact:  \n \n \n \n \n \n \n Learn More \n \n \n \n \n\n \n \n \n \n Abigail CordaroSenior Program ManagerNational Association of Securities Professionals (NASP)acordaro@nasphq.org URL:https://nasphq.org/event/nasp-detroit-16th-annual-scholarship-golf-classic/ LOCATION:Taylor Meadows Golf Club\, 25360 Ecorse Rd\, Taylor\, MI\, 48180\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20220928T100000 DTEND;TZID=America/New_York:20220928T173000 DTSTAMP:20220823T174149Z CREATED:20220823T171205Z LAST-MODIFIED:20220823T174149Z UID:1162-1664359200-1664386200@nasphq.org SUMMARY:2022 NASP Legislative Symposium DESCRIPTION:« All Events\n \n \n \n \n \n 8th Annual Consultant & Manager Retreat \n \n \n \n October 7–8\, 2026  |  Wells Fargo  |  Charlotte\, North Carolina \n \n \n \n \n \n \n\n \n Add to calendar \n \n \n\n \n \n \n Google Calendar\n\n \n iCalendar\n\n \n Outlook 365\n\n \n Outlook Live\n\n \n \n\n \n \n\n \n \n \n \n \n \n \n \n \n \n \n \n \n The National Association of Securities Professionals (NASP) is pleased to announce the 8th Annual Consultant & Manager Retreat\, taking place October 7–8\, 2026\, at Wells Fargo in Charlotte\, North Carolina. Now entering its eighth year\, the Consultant & Manager Retreat has become one of NASP’s premier business development events\, bringing together institutional investment consultants and emerging and diverse-owned asset managers for meaningful dialogue\, strategic networking\, and relationship-building opportunities. Designed to foster stronger connections throughout the institutional investment community\, the Retreat features curated small group meetings\, educational discussions led by industry experts\, and practical conversations that help advance business opportunities while improving outcomes for institutional investors and clients. \n \n \n \n \n \n \n \n About the Program \n \n \n \n First launched in 2018\, the NASP Consultant & Manager Retreat is a 1.5-day program designed to connect institutional investment consultants with talented emerging and diverse-owned asset management firms. The Retreat provides investment consultants with an opportunity to identify high-quality investment managers across asset classes while giving managers valuable insight into the critical role consultants play in institutional manager selection and the most effective ways to build lasting relationships with consulting firms. Through thoughtful programming\, curated meetings\, and candid discussions\, the Retreat promotes diverse perspectives\, knowledge sharing\, and stronger investment outcomes for clients and beneficiaries. NASP welcomes participation from:Manager research professionals across all asset classesInstitutional investment consultantsField consultantsChief investment officers and senior investment professionalsOther senior leaders involved in manager research and selection \n \n \n \n \n \n \n \n Why Attend \n \n \n \n Participants can expect: Curated intimate meetings between institutional consultants and emerging and diverse-owned asset managersEducational panel discussions featuring leading investment professionalsMeaningful networking opportunities with peers and industry leadersPractical insights into consultant-manager engagement and institutional investment trendsOpportunities to develop new business relationships and strengthen existing partnerships \n \n \n \n \n \n \n \n Event\n Details \n \n \n \n \n \n Date & Time: \n October 7\n\n \n \n - \n\n October 8\n\n \n \n \n \n \n Schedule\n \n \n \n \n Wednesday\, October 7  Program begins at 1:00 p.m. ET  Thursday\, October 8  Program concludes by 3:00 p.m. ET   \n \n \n \n \n \n \n \n \n \n \n \n \n Wells Fargo \n \n \n Address:\n \n\n550 South Tryon Street\n \n \n Charlotte\,\n\n NC\n\n\n New Caledonia\n\n\n\n\n + Google Map \n\n\n\n \n\n\n\n \n \n \n \n \n \n \n \n \n \n Registration\n \n \n \n \n Registration will open by invitation only in August 2026. \n \n \n \n \n \n\n \n \n \n \n Investment Consultants \n Complimentary\n \n \n \n \n \n \n Asset Managers — NASP Member Firm (firms with at least one active NASP member) \n $1\,500\n \n \n \n \n \n \n Asset Managers — Non-Member Firm \n $2\,000\n \n \n \n \n \n \n Additional attendees \n $1\,000 / person\n \n \n \n \n\n \n \n \n \n \n \n \n \n Reserve Your Firm's Place\n \n \n \n \n Investment consulting firms are invited to reserve their participation by Friday\, July 31\, 2026. To request participation\, please email acordaro@nasphq.org and include your firm name\, primary contact\, and the number of representatives planning to attend. Capacity is limited and participation will be confirmed on a first-come\, first-served basis. Once confirmed\, participating firms will receive a formal registration invitation along with additional program details in the coming weeks. \n \n \n \n \n \n \n Email to Reserve\n \n \n \n \n \n \n \n \n \n \n \n Questions \n \n \n \n For additional information about the 8th Annual Consultant & Manager Retreat\, please contact:  \n \n \n \n \n \n \n Learn More \n \n \n \n \n\n \n \n \n \n Abigail CordaroSenior Program ManagerNational Association of Securities Professionals (NASP)acordaro@nasphq.org URL:https://nasphq.org/event/2022-nasp-legislative-symposium/ LOCATION:Law Offices of Blank Rome\, 1825 I Street\, NW\, Washington\, DC\, 20006\, United States ATTACH;FMTTYPE=image/jpeg:https://nasphq.org/wp-content/uploads/2022/08/2022-Leg.-Symposium-I.jpg ORGANIZER;CN="National Association of Securities Professionals (NASP)":MAILTO:mhall@nasphq.org END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20220929T000000 DTEND;TZID=America/New_York:20220929T000000 DTSTAMP:20220223T190529Z CREATED:20220104T161121Z LAST-MODIFIED:20220223T190529Z UID:825-1664409600-1664409600@nasphq.org SUMMARY:Accelerate Investors: Midwest Summit (Strategic Partner) DESCRIPTION:« All Events\n \n \n \n \n \n 8th Annual Consultant & Manager Retreat \n \n \n \n October 7–8\, 2026  |  Wells Fargo  |  Charlotte\, North Carolina \n \n \n \n \n \n \n\n \n Add to calendar \n \n \n\n \n \n \n Google Calendar\n\n \n iCalendar\n\n \n Outlook 365\n\n \n Outlook Live\n\n \n \n\n \n \n\n \n \n \n \n \n \n \n \n \n \n \n \n \n The National Association of Securities Professionals (NASP) is pleased to announce the 8th Annual Consultant & Manager Retreat\, taking place October 7–8\, 2026\, at Wells Fargo in Charlotte\, North Carolina. Now entering its eighth year\, the Consultant & Manager Retreat has become one of NASP’s premier business development events\, bringing together institutional investment consultants and emerging and diverse-owned asset managers for meaningful dialogue\, strategic networking\, and relationship-building opportunities. Designed to foster stronger connections throughout the institutional investment community\, the Retreat features curated small group meetings\, educational discussions led by industry experts\, and practical conversations that help advance business opportunities while improving outcomes for institutional investors and clients. \n \n \n \n \n \n \n \n About the Program \n \n \n \n First launched in 2018\, the NASP Consultant & Manager Retreat is a 1.5-day program designed to connect institutional investment consultants with talented emerging and diverse-owned asset management firms. The Retreat provides investment consultants with an opportunity to identify high-quality investment managers across asset classes while giving managers valuable insight into the critical role consultants play in institutional manager selection and the most effective ways to build lasting relationships with consulting firms. Through thoughtful programming\, curated meetings\, and candid discussions\, the Retreat promotes diverse perspectives\, knowledge sharing\, and stronger investment outcomes for clients and beneficiaries. NASP welcomes participation from:Manager research professionals across all asset classesInstitutional investment consultantsField consultantsChief investment officers and senior investment professionalsOther senior leaders involved in manager research and selection \n \n \n \n \n \n \n \n Why Attend \n \n \n \n Participants can expect: Curated intimate meetings between institutional consultants and emerging and diverse-owned asset managersEducational panel discussions featuring leading investment professionalsMeaningful networking opportunities with peers and industry leadersPractical insights into consultant-manager engagement and institutional investment trendsOpportunities to develop new business relationships and strengthen existing partnerships \n \n \n \n \n \n \n \n Event\n Details \n \n \n \n \n \n Date & Time: \n October 7\n\n \n \n - \n\n October 8\n\n \n \n \n \n \n Schedule\n \n \n \n \n Wednesday\, October 7  Program begins at 1:00 p.m. ET  Thursday\, October 8  Program concludes by 3:00 p.m. ET   \n \n \n \n \n \n \n \n \n \n \n \n \n Wells Fargo \n \n \n Address:\n \n\n550 South Tryon Street\n \n \n Charlotte\,\n\n NC\n\n\n New Caledonia\n\n\n\n\n + Google Map \n\n\n\n \n\n\n\n \n \n \n \n \n \n \n \n \n \n Registration\n \n \n \n \n Registration will open by invitation only in August 2026. \n \n \n \n \n \n\n \n \n \n \n Investment Consultants \n Complimentary\n \n \n \n \n \n \n Asset Managers — NASP Member Firm (firms with at least one active NASP member) \n $1\,500\n \n \n \n \n \n \n Asset Managers — Non-Member Firm \n $2\,000\n \n \n \n \n \n \n Additional attendees \n $1\,000 / person\n \n \n \n \n\n \n \n \n \n \n \n \n \n Reserve Your Firm's Place\n \n \n \n \n Investment consulting firms are invited to reserve their participation by Friday\, July 31\, 2026. To request participation\, please email acordaro@nasphq.org and include your firm name\, primary contact\, and the number of representatives planning to attend. Capacity is limited and participation will be confirmed on a first-come\, first-served basis. Once confirmed\, participating firms will receive a formal registration invitation along with additional program details in the coming weeks. \n \n \n \n \n \n \n Email to Reserve\n \n \n \n \n \n \n \n \n \n \n \n Questions \n \n \n \n For additional information about the 8th Annual Consultant & Manager Retreat\, please contact:  \n \n \n \n \n \n \n Learn More \n \n \n \n \n\n \n \n \n \n Abigail CordaroSenior Program ManagerNational Association of Securities Professionals (NASP)acordaro@nasphq.org URL:https://nasphq.org/event/accelerate-investors-midwest-summit/ LOCATION:Chicago\, IL END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20220929T120000 DTEND;TZID=America/New_York:20220929T130000 DTSTAMP:20220913T165548Z CREATED:20220913T165055Z LAST-MODIFIED:20220913T165548Z UID:1429-1664452800-1664456400@nasphq.org SUMMARY:SEC: Leading Diversity\, Equity\, and Inclusion Practices - ESG and Beyond DESCRIPTION:« All Events\n \n \n \n \n \n 8th Annual Consultant & Manager Retreat \n \n \n \n October 7–8\, 2026  |  Wells Fargo  |  Charlotte\, North Carolina \n \n \n \n \n \n \n\n \n Add to calendar \n \n \n\n \n \n \n Google Calendar\n\n \n iCalendar\n\n \n Outlook 365\n\n \n Outlook Live\n\n \n \n\n \n \n\n \n \n \n \n \n \n \n \n \n \n \n \n \n The National Association of Securities Professionals (NASP) is pleased to announce the 8th Annual Consultant & Manager Retreat\, taking place October 7–8\, 2026\, at Wells Fargo in Charlotte\, North Carolina. Now entering its eighth year\, the Consultant & Manager Retreat has become one of NASP’s premier business development events\, bringing together institutional investment consultants and emerging and diverse-owned asset managers for meaningful dialogue\, strategic networking\, and relationship-building opportunities. Designed to foster stronger connections throughout the institutional investment community\, the Retreat features curated small group meetings\, educational discussions led by industry experts\, and practical conversations that help advance business opportunities while improving outcomes for institutional investors and clients. \n \n \n \n \n \n \n \n About the Program \n \n \n \n First launched in 2018\, the NASP Consultant & Manager Retreat is a 1.5-day program designed to connect institutional investment consultants with talented emerging and diverse-owned asset management firms. The Retreat provides investment consultants with an opportunity to identify high-quality investment managers across asset classes while giving managers valuable insight into the critical role consultants play in institutional manager selection and the most effective ways to build lasting relationships with consulting firms. Through thoughtful programming\, curated meetings\, and candid discussions\, the Retreat promotes diverse perspectives\, knowledge sharing\, and stronger investment outcomes for clients and beneficiaries. NASP welcomes participation from:Manager research professionals across all asset classesInstitutional investment consultantsField consultantsChief investment officers and senior investment professionalsOther senior leaders involved in manager research and selection \n \n \n \n \n \n \n \n Why Attend \n \n \n \n Participants can expect: Curated intimate meetings between institutional consultants and emerging and diverse-owned asset managersEducational panel discussions featuring leading investment professionalsMeaningful networking opportunities with peers and industry leadersPractical insights into consultant-manager engagement and institutional investment trendsOpportunities to develop new business relationships and strengthen existing partnerships \n \n \n \n \n \n \n \n Event\n Details \n \n \n \n \n \n Date & Time: \n October 7\n\n \n \n - \n\n October 8\n\n \n \n \n \n \n Schedule\n \n \n \n \n Wednesday\, October 7  Program begins at 1:00 p.m. ET  Thursday\, October 8  Program concludes by 3:00 p.m. ET   \n \n \n \n \n \n \n \n \n \n \n \n \n Wells Fargo \n \n \n Address:\n \n\n550 South Tryon Street\n \n \n Charlotte\,\n\n NC\n\n\n New Caledonia\n\n\n\n\n + Google Map \n\n\n\n \n\n\n\n \n \n \n \n \n \n \n \n \n \n Registration\n \n \n \n \n Registration will open by invitation only in August 2026. \n \n \n \n \n \n\n \n \n \n \n Investment Consultants \n Complimentary\n \n \n \n \n \n \n Asset Managers — NASP Member Firm (firms with at least one active NASP member) \n $1\,500\n \n \n \n \n \n \n Asset Managers — Non-Member Firm \n $2\,000\n \n \n \n \n \n \n Additional attendees \n $1\,000 / person\n \n \n \n \n\n \n \n \n \n \n \n \n \n Reserve Your Firm's Place\n \n \n \n \n Investment consulting firms are invited to reserve their participation by Friday\, July 31\, 2026. To request participation\, please email acordaro@nasphq.org and include your firm name\, primary contact\, and the number of representatives planning to attend. Capacity is limited and participation will be confirmed on a first-come\, first-served basis. Once confirmed\, participating firms will receive a formal registration invitation along with additional program details in the coming weeks. \n \n \n \n \n \n \n Email to Reserve\n \n \n \n \n \n \n \n \n \n \n \n Questions \n \n \n \n For additional information about the 8th Annual Consultant & Manager Retreat\, please contact:  \n \n \n \n \n \n \n Learn More \n \n \n \n \n\n \n \n \n \n Abigail CordaroSenior Program ManagerNational Association of Securities Professionals (NASP)acordaro@nasphq.org URL:https://nasphq.org/event/sec-leading-diversity-equity-and-inclusion-practices-esg-and-beyond/ LOCATION:Virtual ATTACH;FMTTYPE=image/jpeg:https://nasphq.org/wp-content/uploads/2022/09/nasp-lunchandlearn.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20220930T100000 DTEND;TZID=America/New_York:20220930T150000 DTSTAMP:20220908T151427Z CREATED:20220908T151427Z LAST-MODIFIED:20220908T151427Z UID:1370-1664532000-1664550000@nasphq.org SUMMARY:Building Wealth Today for Tomorrow Financial Empowerment Weekend DESCRIPTION:« All Events\n \n \n \n \n \n 8th Annual Consultant & Manager Retreat \n \n \n \n October 7–8\, 2026  |  Wells Fargo  |  Charlotte\, North Carolina \n \n \n \n \n \n \n\n \n Add to calendar \n \n \n\n \n \n \n Google Calendar\n\n \n iCalendar\n\n \n Outlook 365\n\n \n Outlook Live\n\n \n \n\n \n \n\n \n \n \n \n \n \n \n \n \n \n \n \n \n The National Association of Securities Professionals (NASP) is pleased to announce the 8th Annual Consultant & Manager Retreat\, taking place October 7–8\, 2026\, at Wells Fargo in Charlotte\, North Carolina. Now entering its eighth year\, the Consultant & Manager Retreat has become one of NASP’s premier business development events\, bringing together institutional investment consultants and emerging and diverse-owned asset managers for meaningful dialogue\, strategic networking\, and relationship-building opportunities. Designed to foster stronger connections throughout the institutional investment community\, the Retreat features curated small group meetings\, educational discussions led by industry experts\, and practical conversations that help advance business opportunities while improving outcomes for institutional investors and clients. \n \n \n \n \n \n \n \n About the Program \n \n \n \n First launched in 2018\, the NASP Consultant & Manager Retreat is a 1.5-day program designed to connect institutional investment consultants with talented emerging and diverse-owned asset management firms. The Retreat provides investment consultants with an opportunity to identify high-quality investment managers across asset classes while giving managers valuable insight into the critical role consultants play in institutional manager selection and the most effective ways to build lasting relationships with consulting firms. Through thoughtful programming\, curated meetings\, and candid discussions\, the Retreat promotes diverse perspectives\, knowledge sharing\, and stronger investment outcomes for clients and beneficiaries. NASP welcomes participation from:Manager research professionals across all asset classesInstitutional investment consultantsField consultantsChief investment officers and senior investment professionalsOther senior leaders involved in manager research and selection \n \n \n \n \n \n \n \n Why Attend \n \n \n \n Participants can expect: Curated intimate meetings between institutional consultants and emerging and diverse-owned asset managersEducational panel discussions featuring leading investment professionalsMeaningful networking opportunities with peers and industry leadersPractical insights into consultant-manager engagement and institutional investment trendsOpportunities to develop new business relationships and strengthen existing partnerships \n \n \n \n \n \n \n \n Event\n Details \n \n \n \n \n \n Date & Time: \n October 7\n\n \n \n - \n\n October 8\n\n \n \n \n \n \n Schedule\n \n \n \n \n Wednesday\, October 7  Program begins at 1:00 p.m. ET  Thursday\, October 8  Program concludes by 3:00 p.m. ET   \n \n \n \n \n \n \n \n \n \n \n \n \n Wells Fargo \n \n \n Address:\n \n\n550 South Tryon Street\n \n \n Charlotte\,\n\n NC\n\n\n New Caledonia\n\n\n\n\n + Google Map \n\n\n\n \n\n\n\n \n \n \n \n \n \n \n \n \n \n Registration\n \n \n \n \n Registration will open by invitation only in August 2026. \n \n \n \n \n \n\n \n \n \n \n Investment Consultants \n Complimentary\n \n \n \n \n \n \n Asset Managers — NASP Member Firm (firms with at least one active NASP member) \n $1\,500\n \n \n \n \n \n \n Asset Managers — Non-Member Firm \n $2\,000\n \n \n \n \n \n \n Additional attendees \n $1\,000 / person\n \n \n \n \n\n \n \n \n \n \n \n \n \n Reserve Your Firm's Place\n \n \n \n \n Investment consulting firms are invited to reserve their participation by Friday\, July 31\, 2026. To request participation\, please email acordaro@nasphq.org and include your firm name\, primary contact\, and the number of representatives planning to attend. Capacity is limited and participation will be confirmed on a first-come\, first-served basis. Once confirmed\, participating firms will receive a formal registration invitation along with additional program details in the coming weeks. \n \n \n \n \n \n \n Email to Reserve\n \n \n \n \n \n \n \n \n \n \n \n Questions \n \n \n \n For additional information about the 8th Annual Consultant & Manager Retreat\, please contact:  \n \n \n \n \n \n \n Learn More \n \n \n \n \n\n \n \n \n \n Abigail CordaroSenior Program ManagerNational Association of Securities Professionals (NASP)acordaro@nasphq.org URL:https://nasphq.org/event/building-wealth-today-for-tomorrow-financial-empowerment-weekend/2022-09-30/ LOCATION:UIC Forum\, 1213 S Halsted St\,\, Chicago\, IL\, 60607\, United States ATTACH;FMTTYPE=image/jpeg:https://nasphq.org/wp-content/uploads/2022/09/BWTT-2022-Promo-updated.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20220930T100000 DTEND;TZID=America/New_York:20220930T150000 DTSTAMP:20240708T185211Z CREATED:20220908T152348Z LAST-MODIFIED:20240708T185211Z UID:1374-1664532000-1664550000@nasphq.org SUMMARY:Building Wealth Today for Tomorrow Financial Services Career Fair DESCRIPTION:« All Events\n \n \n \n \n \n 8th Annual Consultant & Manager Retreat \n \n \n \n October 7–8\, 2026  |  Wells Fargo  |  Charlotte\, North Carolina \n \n \n \n \n \n \n\n \n Add to calendar \n \n \n\n \n \n \n Google Calendar\n\n \n iCalendar\n\n \n Outlook 365\n\n \n Outlook Live\n\n \n \n\n \n \n\n \n \n \n \n \n \n \n \n \n \n \n \n \n The National Association of Securities Professionals (NASP) is pleased to announce the 8th Annual Consultant & Manager Retreat\, taking place October 7–8\, 2026\, at Wells Fargo in Charlotte\, North Carolina. Now entering its eighth year\, the Consultant & Manager Retreat has become one of NASP’s premier business development events\, bringing together institutional investment consultants and emerging and diverse-owned asset managers for meaningful dialogue\, strategic networking\, and relationship-building opportunities. Designed to foster stronger connections throughout the institutional investment community\, the Retreat features curated small group meetings\, educational discussions led by industry experts\, and practical conversations that help advance business opportunities while improving outcomes for institutional investors and clients. \n \n \n \n \n \n \n \n About the Program \n \n \n \n First launched in 2018\, the NASP Consultant & Manager Retreat is a 1.5-day program designed to connect institutional investment consultants with talented emerging and diverse-owned asset management firms. The Retreat provides investment consultants with an opportunity to identify high-quality investment managers across asset classes while giving managers valuable insight into the critical role consultants play in institutional manager selection and the most effective ways to build lasting relationships with consulting firms. Through thoughtful programming\, curated meetings\, and candid discussions\, the Retreat promotes diverse perspectives\, knowledge sharing\, and stronger investment outcomes for clients and beneficiaries. NASP welcomes participation from:Manager research professionals across all asset classesInstitutional investment consultantsField consultantsChief investment officers and senior investment professionalsOther senior leaders involved in manager research and selection \n \n \n \n \n \n \n \n Why Attend \n \n \n \n Participants can expect: Curated intimate meetings between institutional consultants and emerging and diverse-owned asset managersEducational panel discussions featuring leading investment professionalsMeaningful networking opportunities with peers and industry leadersPractical insights into consultant-manager engagement and institutional investment trendsOpportunities to develop new business relationships and strengthen existing partnerships \n \n \n \n \n \n \n \n Event\n Details \n \n \n \n \n \n Date & Time: \n October 7\n\n \n \n - \n\n October 8\n\n \n \n \n \n \n Schedule\n \n \n \n \n Wednesday\, October 7  Program begins at 1:00 p.m. ET  Thursday\, October 8  Program concludes by 3:00 p.m. ET   \n \n \n \n \n \n \n \n \n \n \n \n \n Wells Fargo \n \n \n Address:\n \n\n550 South Tryon Street\n \n \n Charlotte\,\n\n NC\n\n\n New Caledonia\n\n\n\n\n + Google Map \n\n\n\n \n\n\n\n \n \n \n \n \n \n \n \n \n \n Registration\n \n \n \n \n Registration will open by invitation only in August 2026. \n \n \n \n \n \n\n \n \n \n \n Investment Consultants \n Complimentary\n \n \n \n \n \n \n Asset Managers — NASP Member Firm (firms with at least one active NASP member) \n $1\,500\n \n \n \n \n \n \n Asset Managers — Non-Member Firm \n $2\,000\n \n \n \n \n \n \n Additional attendees \n $1\,000 / person\n \n \n \n \n\n \n \n \n \n \n \n \n \n Reserve Your Firm's Place\n \n \n \n \n Investment consulting firms are invited to reserve their participation by Friday\, July 31\, 2026. To request participation\, please email acordaro@nasphq.org and include your firm name\, primary contact\, and the number of representatives planning to attend. Capacity is limited and participation will be confirmed on a first-come\, first-served basis. Once confirmed\, participating firms will receive a formal registration invitation along with additional program details in the coming weeks. \n \n \n \n \n \n \n Email to Reserve\n \n \n \n \n \n \n \n \n \n \n \n Questions \n \n \n \n For additional information about the 8th Annual Consultant & Manager Retreat\, please contact:  \n \n \n \n \n \n \n Learn More \n \n \n \n \n\n \n \n \n \n Abigail CordaroSenior Program ManagerNational Association of Securities Professionals (NASP)acordaro@nasphq.org URL:https://nasphq.org/event/building-wealth-today-for-tomorrow-financial-services-career-fair/ LOCATION:UIC Forum\, 1213 S Halsted St\,\, Chicago\, IL\, 60607\, United States ATTACH;FMTTYPE=image/jpeg:https://nasphq.org/wp-content/uploads/2022/09/Career-Fair-2022-promo.jpg ORGANIZER;CN="Sharice Bradford%2C CTO Project Manager":MAILTO:sharice.bradford@cityofchicago.org END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20221006T160000 DTEND;TZID=America/New_York:20221006T183000 DTSTAMP:20220930T203810Z CREATED:20220930T203810Z LAST-MODIFIED:20220930T203810Z UID:1470-1665072000-1665081000@nasphq.org SUMMARY:CFTC & SEC Virtual Joint Career Forum DESCRIPTION:« All Events\n \n \n \n \n \n 8th Annual Consultant & Manager Retreat \n \n \n \n October 7–8\, 2026  |  Wells Fargo  |  Charlotte\, North Carolina \n \n \n \n \n \n \n\n \n Add to calendar \n \n \n\n \n \n \n Google Calendar\n\n \n iCalendar\n\n \n Outlook 365\n\n \n Outlook Live\n\n \n \n\n \n \n\n \n \n \n \n \n \n \n \n \n \n \n \n \n The National Association of Securities Professionals (NASP) is pleased to announce the 8th Annual Consultant & Manager Retreat\, taking place October 7–8\, 2026\, at Wells Fargo in Charlotte\, North Carolina. Now entering its eighth year\, the Consultant & Manager Retreat has become one of NASP’s premier business development events\, bringing together institutional investment consultants and emerging and diverse-owned asset managers for meaningful dialogue\, strategic networking\, and relationship-building opportunities. Designed to foster stronger connections throughout the institutional investment community\, the Retreat features curated small group meetings\, educational discussions led by industry experts\, and practical conversations that help advance business opportunities while improving outcomes for institutional investors and clients. \n \n \n \n \n \n \n \n About the Program \n \n \n \n First launched in 2018\, the NASP Consultant & Manager Retreat is a 1.5-day program designed to connect institutional investment consultants with talented emerging and diverse-owned asset management firms. The Retreat provides investment consultants with an opportunity to identify high-quality investment managers across asset classes while giving managers valuable insight into the critical role consultants play in institutional manager selection and the most effective ways to build lasting relationships with consulting firms. Through thoughtful programming\, curated meetings\, and candid discussions\, the Retreat promotes diverse perspectives\, knowledge sharing\, and stronger investment outcomes for clients and beneficiaries. NASP welcomes participation from:Manager research professionals across all asset classesInstitutional investment consultantsField consultantsChief investment officers and senior investment professionalsOther senior leaders involved in manager research and selection \n \n \n \n \n \n \n \n Why Attend \n \n \n \n Participants can expect: Curated intimate meetings between institutional consultants and emerging and diverse-owned asset managersEducational panel discussions featuring leading investment professionalsMeaningful networking opportunities with peers and industry leadersPractical insights into consultant-manager engagement and institutional investment trendsOpportunities to develop new business relationships and strengthen existing partnerships \n \n \n \n \n \n \n \n Event\n Details \n \n \n \n \n \n Date & Time: \n October 7\n\n \n \n - \n\n October 8\n\n \n \n \n \n \n Schedule\n \n \n \n \n Wednesday\, October 7  Program begins at 1:00 p.m. ET  Thursday\, October 8  Program concludes by 3:00 p.m. ET   \n \n \n \n \n \n \n \n \n \n \n \n \n Wells Fargo \n \n \n Address:\n \n\n550 South Tryon Street\n \n \n Charlotte\,\n\n NC\n\n\n New Caledonia\n\n\n\n\n + Google Map \n\n\n\n \n\n\n\n \n \n \n \n \n \n \n \n \n \n Registration\n \n \n \n \n Registration will open by invitation only in August 2026. \n \n \n \n \n \n\n \n \n \n \n Investment Consultants \n Complimentary\n \n \n \n \n \n \n Asset Managers — NASP Member Firm (firms with at least one active NASP member) \n $1\,500\n \n \n \n \n \n \n Asset Managers — Non-Member Firm \n $2\,000\n \n \n \n \n \n \n Additional attendees \n $1\,000 / person\n \n \n \n \n\n \n \n \n \n \n \n \n \n Reserve Your Firm's Place\n \n \n \n \n Investment consulting firms are invited to reserve their participation by Friday\, July 31\, 2026. To request participation\, please email acordaro@nasphq.org and include your firm name\, primary contact\, and the number of representatives planning to attend. Capacity is limited and participation will be confirmed on a first-come\, first-served basis. Once confirmed\, participating firms will receive a formal registration invitation along with additional program details in the coming weeks. \n \n \n \n \n \n \n Email to Reserve\n \n \n \n \n \n \n \n \n \n \n \n Questions \n \n \n \n For additional information about the 8th Annual Consultant & Manager Retreat\, please contact:  \n \n \n \n \n \n \n Learn More \n \n \n \n \n\n \n \n \n \n Abigail CordaroSenior Program ManagerNational Association of Securities Professionals (NASP)acordaro@nasphq.org URL:https://nasphq.org/event/cftc-sec-virtual-joint-career-forum/ LOCATION:Virtual ATTACH;FMTTYPE=image/jpeg:https://nasphq.org/wp-content/uploads/2022/09/CareerForum.jpg END:VEVENT BEGIN:VEVENT DTSTART;VALUE=DATE:20221020 DTEND;VALUE=DATE:20221022 DTSTAMP:20221013T133110Z CREATED:20220816T130715Z LAST-MODIFIED:20221013T133110Z UID:1157-1666224000-1666396799@nasphq.org SUMMARY:NASP 4th Annual Consultant Retreat DESCRIPTION:« All Events\n \n \n \n \n \n 8th Annual Consultant & Manager Retreat \n \n \n \n October 7–8\, 2026  |  Wells Fargo  |  Charlotte\, North Carolina \n \n \n \n \n \n \n\n \n Add to calendar \n \n \n\n \n \n \n Google Calendar\n\n \n iCalendar\n\n \n Outlook 365\n\n \n Outlook Live\n\n \n \n\n \n \n\n \n \n \n \n \n \n \n \n \n \n \n \n \n The National Association of Securities Professionals (NASP) is pleased to announce the 8th Annual Consultant & Manager Retreat\, taking place October 7–8\, 2026\, at Wells Fargo in Charlotte\, North Carolina. Now entering its eighth year\, the Consultant & Manager Retreat has become one of NASP’s premier business development events\, bringing together institutional investment consultants and emerging and diverse-owned asset managers for meaningful dialogue\, strategic networking\, and relationship-building opportunities. Designed to foster stronger connections throughout the institutional investment community\, the Retreat features curated small group meetings\, educational discussions led by industry experts\, and practical conversations that help advance business opportunities while improving outcomes for institutional investors and clients. \n \n \n \n \n \n \n \n About the Program \n \n \n \n First launched in 2018\, the NASP Consultant & Manager Retreat is a 1.5-day program designed to connect institutional investment consultants with talented emerging and diverse-owned asset management firms. The Retreat provides investment consultants with an opportunity to identify high-quality investment managers across asset classes while giving managers valuable insight into the critical role consultants play in institutional manager selection and the most effective ways to build lasting relationships with consulting firms. Through thoughtful programming\, curated meetings\, and candid discussions\, the Retreat promotes diverse perspectives\, knowledge sharing\, and stronger investment outcomes for clients and beneficiaries. NASP welcomes participation from:Manager research professionals across all asset classesInstitutional investment consultantsField consultantsChief investment officers and senior investment professionalsOther senior leaders involved in manager research and selection \n \n \n \n \n \n \n \n Why Attend \n \n \n \n Participants can expect: Curated intimate meetings between institutional consultants and emerging and diverse-owned asset managersEducational panel discussions featuring leading investment professionalsMeaningful networking opportunities with peers and industry leadersPractical insights into consultant-manager engagement and institutional investment trendsOpportunities to develop new business relationships and strengthen existing partnerships \n \n \n \n \n \n \n \n Event\n Details \n \n \n \n \n \n Date & Time: \n October 7\n\n \n \n - \n\n October 8\n\n \n \n \n \n \n Schedule\n \n \n \n \n Wednesday\, October 7  Program begins at 1:00 p.m. ET  Thursday\, October 8  Program concludes by 3:00 p.m. ET   \n \n \n \n \n \n \n \n \n \n \n \n \n Wells Fargo \n \n \n Address:\n \n\n550 South Tryon Street\n \n \n Charlotte\,\n\n NC\n\n\n New Caledonia\n\n\n\n\n + Google Map \n\n\n\n \n\n\n\n \n \n \n \n \n \n \n \n \n \n Registration\n \n \n \n \n Registration will open by invitation only in August 2026. \n \n \n \n \n \n\n \n \n \n \n Investment Consultants \n Complimentary\n \n \n \n \n \n \n Asset Managers — NASP Member Firm (firms with at least one active NASP member) \n $1\,500\n \n \n \n \n \n \n Asset Managers — Non-Member Firm \n $2\,000\n \n \n \n \n \n \n Additional attendees \n $1\,000 / person\n \n \n \n \n\n \n \n \n \n \n \n \n \n Reserve Your Firm's Place\n \n \n \n \n Investment consulting firms are invited to reserve their participation by Friday\, July 31\, 2026. To request participation\, please email acordaro@nasphq.org and include your firm name\, primary contact\, and the number of representatives planning to attend. Capacity is limited and participation will be confirmed on a first-come\, first-served basis. Once confirmed\, participating firms will receive a formal registration invitation along with additional program details in the coming weeks. \n \n \n \n \n \n \n Email to Reserve\n \n \n \n \n \n \n \n \n \n \n \n Questions \n \n \n \n For additional information about the 8th Annual Consultant & Manager Retreat\, please contact:  \n \n \n \n \n \n \n Learn More \n \n \n \n \n\n \n \n \n \n Abigail CordaroSenior Program ManagerNational Association of Securities Professionals (NASP)acordaro@nasphq.org URL:https://nasphq.org/event/nasp-4th-annual-consultant-retreat/ LOCATION:KPMG Lakehouse\, 9301 Lake Nona Blvd\, Orlando\, FL\, 32827\, United States ATTACH;FMTTYPE=image/jpeg:https://nasphq.org/wp-content/uploads/2022/08/NASP-4th-ANNUAL-CONSULTANT-RETREAT.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20221026T123000 DTEND;TZID=America/New_York:20221026T133000 DTSTAMP:20221005T211149Z CREATED:20221005T192722Z LAST-MODIFIED:20221005T211149Z UID:1507-1666787400-1666791000@nasphq.org SUMMARY:Small Business Support: Expert to Expert DESCRIPTION:« All Events\n \n \n \n \n \n 8th Annual Consultant & Manager Retreat \n \n \n \n October 7–8\, 2026  |  Wells Fargo  |  Charlotte\, North Carolina \n \n \n \n \n \n \n\n \n Add to calendar \n \n \n\n \n \n \n Google Calendar\n\n \n iCalendar\n\n \n Outlook 365\n\n \n Outlook Live\n\n \n \n\n \n \n\n \n \n \n \n \n \n \n \n \n \n \n \n \n The National Association of Securities Professionals (NASP) is pleased to announce the 8th Annual Consultant & Manager Retreat\, taking place October 7–8\, 2026\, at Wells Fargo in Charlotte\, North Carolina. Now entering its eighth year\, the Consultant & Manager Retreat has become one of NASP’s premier business development events\, bringing together institutional investment consultants and emerging and diverse-owned asset managers for meaningful dialogue\, strategic networking\, and relationship-building opportunities. Designed to foster stronger connections throughout the institutional investment community\, the Retreat features curated small group meetings\, educational discussions led by industry experts\, and practical conversations that help advance business opportunities while improving outcomes for institutional investors and clients. \n \n \n \n \n \n \n \n About the Program \n \n \n \n First launched in 2018\, the NASP Consultant & Manager Retreat is a 1.5-day program designed to connect institutional investment consultants with talented emerging and diverse-owned asset management firms. The Retreat provides investment consultants with an opportunity to identify high-quality investment managers across asset classes while giving managers valuable insight into the critical role consultants play in institutional manager selection and the most effective ways to build lasting relationships with consulting firms. Through thoughtful programming\, curated meetings\, and candid discussions\, the Retreat promotes diverse perspectives\, knowledge sharing\, and stronger investment outcomes for clients and beneficiaries. NASP welcomes participation from:Manager research professionals across all asset classesInstitutional investment consultantsField consultantsChief investment officers and senior investment professionalsOther senior leaders involved in manager research and selection \n \n \n \n \n \n \n \n Why Attend \n \n \n \n Participants can expect: Curated intimate meetings between institutional consultants and emerging and diverse-owned asset managersEducational panel discussions featuring leading investment professionalsMeaningful networking opportunities with peers and industry leadersPractical insights into consultant-manager engagement and institutional investment trendsOpportunities to develop new business relationships and strengthen existing partnerships \n \n \n \n \n \n \n \n Event\n Details \n \n \n \n \n \n Date & Time: \n October 7\n\n \n \n - \n\n October 8\n\n \n \n \n \n \n Schedule\n \n \n \n \n Wednesday\, October 7  Program begins at 1:00 p.m. ET  Thursday\, October 8  Program concludes by 3:00 p.m. ET   \n \n \n \n \n \n \n \n \n \n \n \n \n Wells Fargo \n \n \n Address:\n \n\n550 South Tryon Street\n \n \n Charlotte\,\n\n NC\n\n\n New Caledonia\n\n\n\n\n + Google Map \n\n\n\n \n\n\n\n \n \n \n \n \n \n \n \n \n \n Registration\n \n \n \n \n Registration will open by invitation only in August 2026. \n \n \n \n \n \n\n \n \n \n \n Investment Consultants \n Complimentary\n \n \n \n \n \n \n Asset Managers — NASP Member Firm (firms with at least one active NASP member) \n $1\,500\n \n \n \n \n \n \n Asset Managers — Non-Member Firm \n $2\,000\n \n \n \n \n \n \n Additional attendees \n $1\,000 / person\n \n \n \n \n\n \n \n \n \n \n \n \n \n Reserve Your Firm's Place\n \n \n \n \n Investment consulting firms are invited to reserve their participation by Friday\, July 31\, 2026. To request participation\, please email acordaro@nasphq.org and include your firm name\, primary contact\, and the number of representatives planning to attend. Capacity is limited and participation will be confirmed on a first-come\, first-served basis. Once confirmed\, participating firms will receive a formal registration invitation along with additional program details in the coming weeks. \n \n \n \n \n \n \n Email to Reserve\n \n \n \n \n \n \n \n \n \n \n \n Questions \n \n \n \n For additional information about the 8th Annual Consultant & Manager Retreat\, please contact:  \n \n \n \n \n \n \n Learn More \n \n \n \n \n\n \n \n \n \n Abigail CordaroSenior Program ManagerNational Association of Securities Professionals (NASP)acordaro@nasphq.org URL:https://nasphq.org/event/small-business-support-expert-to-expert/ LOCATION:Virtual ATTACH;FMTTYPE=image/png:https://nasphq.org/wp-content/uploads/2022/10/NASP-SBNU-IG-2.png END:VEVENT BEGIN:VEVENT DTSTART;VALUE=DATE:20221103 DTEND;VALUE=DATE:20221105 DTSTAMP:20220831T143741Z CREATED:20220831T143741Z LAST-MODIFIED:20220831T143741Z UID:1319-1667433600-1667606399@nasphq.org SUMMARY:SAVE THE DATE: 26th Annual NASP-New York Symposium DESCRIPTION:« All Events\n \n \n \n \n \n 8th Annual Consultant & Manager Retreat \n \n \n \n October 7–8\, 2026  |  Wells Fargo  |  Charlotte\, North Carolina \n \n \n \n \n \n \n\n \n Add to calendar \n \n \n\n \n \n \n Google Calendar\n\n \n iCalendar\n\n \n Outlook 365\n\n \n Outlook Live\n\n \n \n\n \n \n\n \n \n \n \n \n \n \n \n \n \n \n \n \n The National Association of Securities Professionals (NASP) is pleased to announce the 8th Annual Consultant & Manager Retreat\, taking place October 7–8\, 2026\, at Wells Fargo in Charlotte\, North Carolina. Now entering its eighth year\, the Consultant & Manager Retreat has become one of NASP’s premier business development events\, bringing together institutional investment consultants and emerging and diverse-owned asset managers for meaningful dialogue\, strategic networking\, and relationship-building opportunities. Designed to foster stronger connections throughout the institutional investment community\, the Retreat features curated small group meetings\, educational discussions led by industry experts\, and practical conversations that help advance business opportunities while improving outcomes for institutional investors and clients. \n \n \n \n \n \n \n \n About the Program \n \n \n \n First launched in 2018\, the NASP Consultant & Manager Retreat is a 1.5-day program designed to connect institutional investment consultants with talented emerging and diverse-owned asset management firms. The Retreat provides investment consultants with an opportunity to identify high-quality investment managers across asset classes while giving managers valuable insight into the critical role consultants play in institutional manager selection and the most effective ways to build lasting relationships with consulting firms. Through thoughtful programming\, curated meetings\, and candid discussions\, the Retreat promotes diverse perspectives\, knowledge sharing\, and stronger investment outcomes for clients and beneficiaries. NASP welcomes participation from:Manager research professionals across all asset classesInstitutional investment consultantsField consultantsChief investment officers and senior investment professionalsOther senior leaders involved in manager research and selection \n \n \n \n \n \n \n \n Why Attend \n \n \n \n Participants can expect: Curated intimate meetings between institutional consultants and emerging and diverse-owned asset managersEducational panel discussions featuring leading investment professionalsMeaningful networking opportunities with peers and industry leadersPractical insights into consultant-manager engagement and institutional investment trendsOpportunities to develop new business relationships and strengthen existing partnerships \n \n \n \n \n \n \n \n Event\n Details \n \n \n \n \n \n Date & Time: \n October 7\n\n \n \n - \n\n October 8\n\n \n \n \n \n \n Schedule\n \n \n \n \n Wednesday\, October 7  Program begins at 1:00 p.m. ET  Thursday\, October 8  Program concludes by 3:00 p.m. ET   \n \n \n \n \n \n \n \n \n \n \n \n \n Wells Fargo \n \n \n Address:\n \n\n550 South Tryon Street\n \n \n Charlotte\,\n\n NC\n\n\n New Caledonia\n\n\n\n\n + Google Map \n\n\n\n \n\n\n\n \n \n \n \n \n \n \n \n \n \n Registration\n \n \n \n \n Registration will open by invitation only in August 2026. \n \n \n \n \n \n\n \n \n \n \n Investment Consultants \n Complimentary\n \n \n \n \n \n \n Asset Managers — NASP Member Firm (firms with at least one active NASP member) \n $1\,500\n \n \n \n \n \n \n Asset Managers — Non-Member Firm \n $2\,000\n \n \n \n \n \n \n Additional attendees \n $1\,000 / person\n \n \n \n \n\n \n \n \n \n \n \n \n \n Reserve Your Firm's Place\n \n \n \n \n Investment consulting firms are invited to reserve their participation by Friday\, July 31\, 2026. To request participation\, please email acordaro@nasphq.org and include your firm name\, primary contact\, and the number of representatives planning to attend. Capacity is limited and participation will be confirmed on a first-come\, first-served basis. Once confirmed\, participating firms will receive a formal registration invitation along with additional program details in the coming weeks. \n \n \n \n \n \n \n Email to Reserve\n \n \n \n \n \n \n \n \n \n \n \n Questions \n \n \n \n For additional information about the 8th Annual Consultant & Manager Retreat\, please contact:  \n \n \n \n \n \n \n Learn More \n \n \n \n \n\n \n \n \n \n Abigail CordaroSenior Program ManagerNational Association of Securities Professionals (NASP)acordaro@nasphq.org URL:https://nasphq.org/event/save-the-date-26th-annual-nasp-new-york-symposium/ LOCATION:New York Academy of Medicine\, 1216 5th Avenue\, New York\, NY\, 10029\, United States ATTACH;FMTTYPE=image/jpeg:https://nasphq.org/wp-content/uploads/2022/08/unnamed.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20221214T110000 DTEND;TZID=America/New_York:20221214T163000 DTSTAMP:20240118T205752Z CREATED:20221122T150854Z LAST-MODIFIED:20240118T205752Z UID:1783-1671015600-1671035400@nasphq.org SUMMARY:NASP Advancement in Leadership Symposium DESCRIPTION:« All Events\n \n \n \n \n \n 8th Annual Consultant & Manager Retreat \n \n \n \n October 7–8\, 2026  |  Wells Fargo  |  Charlotte\, North Carolina \n \n \n \n \n \n \n\n \n Add to calendar \n \n \n\n \n \n \n Google Calendar\n\n \n iCalendar\n\n \n Outlook 365\n\n \n Outlook Live\n\n \n \n\n \n \n\n \n \n \n \n \n \n \n \n \n \n \n \n \n The National Association of Securities Professionals (NASP) is pleased to announce the 8th Annual Consultant & Manager Retreat\, taking place October 7–8\, 2026\, at Wells Fargo in Charlotte\, North Carolina. Now entering its eighth year\, the Consultant & Manager Retreat has become one of NASP’s premier business development events\, bringing together institutional investment consultants and emerging and diverse-owned asset managers for meaningful dialogue\, strategic networking\, and relationship-building opportunities. Designed to foster stronger connections throughout the institutional investment community\, the Retreat features curated small group meetings\, educational discussions led by industry experts\, and practical conversations that help advance business opportunities while improving outcomes for institutional investors and clients. \n \n \n \n \n \n \n \n About the Program \n \n \n \n First launched in 2018\, the NASP Consultant & Manager Retreat is a 1.5-day program designed to connect institutional investment consultants with talented emerging and diverse-owned asset management firms. The Retreat provides investment consultants with an opportunity to identify high-quality investment managers across asset classes while giving managers valuable insight into the critical role consultants play in institutional manager selection and the most effective ways to build lasting relationships with consulting firms. Through thoughtful programming\, curated meetings\, and candid discussions\, the Retreat promotes diverse perspectives\, knowledge sharing\, and stronger investment outcomes for clients and beneficiaries. NASP welcomes participation from:Manager research professionals across all asset classesInstitutional investment consultantsField consultantsChief investment officers and senior investment professionalsOther senior leaders involved in manager research and selection \n \n \n \n \n \n \n \n Why Attend \n \n \n \n Participants can expect: Curated intimate meetings between institutional consultants and emerging and diverse-owned asset managersEducational panel discussions featuring leading investment professionalsMeaningful networking opportunities with peers and industry leadersPractical insights into consultant-manager engagement and institutional investment trendsOpportunities to develop new business relationships and strengthen existing partnerships \n \n \n \n \n \n \n \n Event\n Details \n \n \n \n \n \n Date & Time: \n October 7\n\n \n \n - \n\n October 8\n\n \n \n \n \n \n Schedule\n \n \n \n \n Wednesday\, October 7  Program begins at 1:00 p.m. ET  Thursday\, October 8  Program concludes by 3:00 p.m. ET   \n \n \n \n \n \n \n \n \n \n \n \n \n Wells Fargo \n \n \n Address:\n \n\n550 South Tryon Street\n \n \n Charlotte\,\n\n NC\n\n\n New Caledonia\n\n\n\n\n + Google Map \n\n\n\n \n\n\n\n \n \n \n \n \n \n \n \n \n \n Registration\n \n \n \n \n Registration will open by invitation only in August 2026. \n \n \n \n \n \n\n \n \n \n \n Investment Consultants \n Complimentary\n \n \n \n \n \n \n Asset Managers — NASP Member Firm (firms with at least one active NASP member) \n $1\,500\n \n \n \n \n \n \n Asset Managers — Non-Member Firm \n $2\,000\n \n \n \n \n \n \n Additional attendees \n $1\,000 / person\n \n \n \n \n\n \n \n \n \n \n \n \n \n Reserve Your Firm's Place\n \n \n \n \n Investment consulting firms are invited to reserve their participation by Friday\, July 31\, 2026. To request participation\, please email acordaro@nasphq.org and include your firm name\, primary contact\, and the number of representatives planning to attend. Capacity is limited and participation will be confirmed on a first-come\, first-served basis. Once confirmed\, participating firms will receive a formal registration invitation along with additional program details in the coming weeks. \n \n \n \n \n \n \n Email to Reserve\n \n \n \n \n \n \n \n \n \n \n \n Questions \n \n \n \n For additional information about the 8th Annual Consultant & Manager Retreat\, please contact:  \n \n \n \n \n \n \n Learn More \n \n \n \n \n\n \n \n \n \n Abigail CordaroSenior Program ManagerNational Association of Securities Professionals (NASP)acordaro@nasphq.org URL:https://nasphq.org/event/nasp-advancement-in-leadership-symposium/ LOCATION:Diamond Hill Capital Management\, 325 John H McConnell Blvd #200\, Columbus\, OH\, 43215\, United States ATTACH;FMTTYPE=image/png:https://nasphq.org/wp-content/uploads/2022/11/image-3.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20221215T170000 DTEND;TZID=America/New_York:20221215T200000 DTSTAMP:20221117T141528Z CREATED:20221117T141436Z LAST-MODIFIED:20221117T141528Z UID:1749-1671123600-1671134400@nasphq.org SUMMARY:NASP Atlanta 2022 Holiday Party & Membership Drive DESCRIPTION:« All Events\n \n \n \n \n \n 8th Annual Consultant & Manager Retreat \n \n \n \n October 7–8\, 2026  |  Wells Fargo  |  Charlotte\, North Carolina \n \n \n \n \n \n \n\n \n Add to calendar \n \n \n\n \n \n \n Google Calendar\n\n \n iCalendar\n\n \n Outlook 365\n\n \n Outlook Live\n\n \n \n\n \n \n\n \n \n \n \n \n \n \n \n \n \n \n \n \n The National Association of Securities Professionals (NASP) is pleased to announce the 8th Annual Consultant & Manager Retreat\, taking place October 7–8\, 2026\, at Wells Fargo in Charlotte\, North Carolina. Now entering its eighth year\, the Consultant & Manager Retreat has become one of NASP’s premier business development events\, bringing together institutional investment consultants and emerging and diverse-owned asset managers for meaningful dialogue\, strategic networking\, and relationship-building opportunities. Designed to foster stronger connections throughout the institutional investment community\, the Retreat features curated small group meetings\, educational discussions led by industry experts\, and practical conversations that help advance business opportunities while improving outcomes for institutional investors and clients. \n \n \n \n \n \n \n \n About the Program \n \n \n \n First launched in 2018\, the NASP Consultant & Manager Retreat is a 1.5-day program designed to connect institutional investment consultants with talented emerging and diverse-owned asset management firms. The Retreat provides investment consultants with an opportunity to identify high-quality investment managers across asset classes while giving managers valuable insight into the critical role consultants play in institutional manager selection and the most effective ways to build lasting relationships with consulting firms. Through thoughtful programming\, curated meetings\, and candid discussions\, the Retreat promotes diverse perspectives\, knowledge sharing\, and stronger investment outcomes for clients and beneficiaries. NASP welcomes participation from:Manager research professionals across all asset classesInstitutional investment consultantsField consultantsChief investment officers and senior investment professionalsOther senior leaders involved in manager research and selection \n \n \n \n \n \n \n \n Why Attend \n \n \n \n Participants can expect: Curated intimate meetings between institutional consultants and emerging and diverse-owned asset managersEducational panel discussions featuring leading investment professionalsMeaningful networking opportunities with peers and industry leadersPractical insights into consultant-manager engagement and institutional investment trendsOpportunities to develop new business relationships and strengthen existing partnerships \n \n \n \n \n \n \n \n Event\n Details \n \n \n \n \n \n Date & Time: \n October 7\n\n \n \n - \n\n October 8\n\n \n \n \n \n \n Schedule\n \n \n \n \n Wednesday\, October 7  Program begins at 1:00 p.m. ET  Thursday\, October 8  Program concludes by 3:00 p.m. ET   \n \n \n \n \n \n \n \n \n \n \n \n \n Wells Fargo \n \n \n Address:\n \n\n550 South Tryon Street\n \n \n Charlotte\,\n\n NC\n\n\n New Caledonia\n\n\n\n\n + Google Map \n\n\n\n \n\n\n\n \n \n \n \n \n \n \n \n \n \n Registration\n \n \n \n \n Registration will open by invitation only in August 2026. \n \n \n \n \n \n\n \n \n \n \n Investment Consultants \n Complimentary\n \n \n \n \n \n \n Asset Managers — NASP Member Firm (firms with at least one active NASP member) \n $1\,500\n \n \n \n \n \n \n Asset Managers — Non-Member Firm \n $2\,000\n \n \n \n \n \n \n Additional attendees \n $1\,000 / person\n \n \n \n \n\n \n \n \n \n \n \n \n \n Reserve Your Firm's Place\n \n \n \n \n Investment consulting firms are invited to reserve their participation by Friday\, July 31\, 2026. To request participation\, please email acordaro@nasphq.org and include your firm name\, primary contact\, and the number of representatives planning to attend. Capacity is limited and participation will be confirmed on a first-come\, first-served basis. Once confirmed\, participating firms will receive a formal registration invitation along with additional program details in the coming weeks. \n \n \n \n \n \n \n Email to Reserve\n \n \n \n \n \n \n \n \n \n \n \n Questions \n \n \n \n For additional information about the 8th Annual Consultant & Manager Retreat\, please contact:  \n \n \n \n \n \n \n Learn More \n \n \n \n \n\n \n \n \n \n Abigail CordaroSenior Program ManagerNational Association of Securities Professionals (NASP)acordaro@nasphq.org URL:https://nasphq.org/event/nasp-atlanta-2022-holiday-party-membership-drive/ LOCATION:Invesco\, 1555 Peachtree Rd NW STE 1800\, Atlanta\, GA\, 30309\, United States ATTACH;FMTTYPE=image/png:https://nasphq.org/wp-content/uploads/2022/11/https-cdn-evbuc-com-images-389863069-157321084444-1-original-20221109-035954-940×470-11-17-2022-9-13-57-AM.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20221215T173000 DTEND;TZID=America/New_York:20221215T200000 DTSTAMP:20221202T181813Z CREATED:20221202T181813Z LAST-MODIFIED:20221202T181813Z UID:1878-1671125400-1671134400@nasphq.org SUMMARY:Holiday Party DESCRIPTION:« All Events\n \n \n \n \n \n 8th Annual Consultant & Manager Retreat \n \n \n \n October 7–8\, 2026  |  Wells Fargo  |  Charlotte\, North Carolina \n \n \n \n \n \n \n\n \n Add to calendar \n \n \n\n \n \n \n Google Calendar\n\n \n iCalendar\n\n \n Outlook 365\n\n \n Outlook Live\n\n \n \n\n \n \n\n \n \n \n \n \n \n \n \n \n \n \n \n \n The National Association of Securities Professionals (NASP) is pleased to announce the 8th Annual Consultant & Manager Retreat\, taking place October 7–8\, 2026\, at Wells Fargo in Charlotte\, North Carolina. Now entering its eighth year\, the Consultant & Manager Retreat has become one of NASP’s premier business development events\, bringing together institutional investment consultants and emerging and diverse-owned asset managers for meaningful dialogue\, strategic networking\, and relationship-building opportunities. Designed to foster stronger connections throughout the institutional investment community\, the Retreat features curated small group meetings\, educational discussions led by industry experts\, and practical conversations that help advance business opportunities while improving outcomes for institutional investors and clients. \n \n \n \n \n \n \n \n About the Program \n \n \n \n First launched in 2018\, the NASP Consultant & Manager Retreat is a 1.5-day program designed to connect institutional investment consultants with talented emerging and diverse-owned asset management firms. The Retreat provides investment consultants with an opportunity to identify high-quality investment managers across asset classes while giving managers valuable insight into the critical role consultants play in institutional manager selection and the most effective ways to build lasting relationships with consulting firms. Through thoughtful programming\, curated meetings\, and candid discussions\, the Retreat promotes diverse perspectives\, knowledge sharing\, and stronger investment outcomes for clients and beneficiaries. NASP welcomes participation from:Manager research professionals across all asset classesInstitutional investment consultantsField consultantsChief investment officers and senior investment professionalsOther senior leaders involved in manager research and selection \n \n \n \n \n \n \n \n Why Attend \n \n \n \n Participants can expect: Curated intimate meetings between institutional consultants and emerging and diverse-owned asset managersEducational panel discussions featuring leading investment professionalsMeaningful networking opportunities with peers and industry leadersPractical insights into consultant-manager engagement and institutional investment trendsOpportunities to develop new business relationships and strengthen existing partnerships \n \n \n \n \n \n \n \n Event\n Details \n \n \n \n \n \n Date & Time: \n October 7\n\n \n \n - \n\n October 8\n\n \n \n \n \n \n Schedule\n \n \n \n \n Wednesday\, October 7  Program begins at 1:00 p.m. ET  Thursday\, October 8  Program concludes by 3:00 p.m. ET   \n \n \n \n \n \n \n \n \n \n \n \n \n Wells Fargo \n \n \n Address:\n \n\n550 South Tryon Street\n \n \n Charlotte\,\n\n NC\n\n\n New Caledonia\n\n\n\n\n + Google Map \n\n\n\n \n\n\n\n \n \n \n \n \n \n \n \n \n \n Registration\n \n \n \n \n Registration will open by invitation only in August 2026. \n \n \n \n \n \n\n \n \n \n \n Investment Consultants \n Complimentary\n \n \n \n \n \n \n Asset Managers — NASP Member Firm (firms with at least one active NASP member) \n $1\,500\n \n \n \n \n \n \n Asset Managers — Non-Member Firm \n $2\,000\n \n \n \n \n \n \n Additional attendees \n $1\,000 / person\n \n \n \n \n\n \n \n \n \n \n \n \n \n Reserve Your Firm's Place\n \n \n \n \n Investment consulting firms are invited to reserve their participation by Friday\, July 31\, 2026. To request participation\, please email acordaro@nasphq.org and include your firm name\, primary contact\, and the number of representatives planning to attend. Capacity is limited and participation will be confirmed on a first-come\, first-served basis. Once confirmed\, participating firms will receive a formal registration invitation along with additional program details in the coming weeks. \n \n \n \n \n \n \n Email to Reserve\n \n \n \n \n \n \n \n \n \n \n \n Questions \n \n \n \n For additional information about the 8th Annual Consultant & Manager Retreat\, please contact:  \n \n \n \n \n \n \n Learn More \n \n \n \n \n\n \n \n \n \n Abigail CordaroSenior Program ManagerNational Association of Securities Professionals (NASP)acordaro@nasphq.org URL:https://nasphq.org/event/holiday-party/ LOCATION:William Blair\, 150 North Riverside Plaza\, Chicago\, IL\, 60606\, United States ATTACH;FMTTYPE=image/jpeg:https://nasphq.org/wp-content/uploads/2022/12/NASP-Chicago-Party-scaled.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20230207T173000 DTEND;TZID=America/New_York:20230207T193000 DTSTAMP:20230202T133849Z CREATED:20230202T133639Z LAST-MODIFIED:20230202T133849Z UID:2059-1675791000-1675798200@nasphq.org SUMMARY:25th Annual Wall Street Hall of Fame DESCRIPTION:« All Events\n \n \n \n \n \n 8th Annual Consultant & Manager Retreat \n \n \n \n October 7–8\, 2026  |  Wells Fargo  |  Charlotte\, North Carolina \n \n \n \n \n \n \n\n \n Add to calendar \n \n \n\n \n \n \n Google Calendar\n\n \n iCalendar\n\n \n Outlook 365\n\n \n Outlook Live\n\n \n \n\n \n \n\n \n \n \n \n \n \n \n \n \n \n \n \n \n The National Association of Securities Professionals (NASP) is pleased to announce the 8th Annual Consultant & Manager Retreat\, taking place October 7–8\, 2026\, at Wells Fargo in Charlotte\, North Carolina. Now entering its eighth year\, the Consultant & Manager Retreat has become one of NASP’s premier business development events\, bringing together institutional investment consultants and emerging and diverse-owned asset managers for meaningful dialogue\, strategic networking\, and relationship-building opportunities. Designed to foster stronger connections throughout the institutional investment community\, the Retreat features curated small group meetings\, educational discussions led by industry experts\, and practical conversations that help advance business opportunities while improving outcomes for institutional investors and clients. \n \n \n \n \n \n \n \n About the Program \n \n \n \n First launched in 2018\, the NASP Consultant & Manager Retreat is a 1.5-day program designed to connect institutional investment consultants with talented emerging and diverse-owned asset management firms. The Retreat provides investment consultants with an opportunity to identify high-quality investment managers across asset classes while giving managers valuable insight into the critical role consultants play in institutional manager selection and the most effective ways to build lasting relationships with consulting firms. Through thoughtful programming\, curated meetings\, and candid discussions\, the Retreat promotes diverse perspectives\, knowledge sharing\, and stronger investment outcomes for clients and beneficiaries. NASP welcomes participation from:Manager research professionals across all asset classesInstitutional investment consultantsField consultantsChief investment officers and senior investment professionalsOther senior leaders involved in manager research and selection \n \n \n \n \n \n \n \n Why Attend \n \n \n \n Participants can expect: Curated intimate meetings between institutional consultants and emerging and diverse-owned asset managersEducational panel discussions featuring leading investment professionalsMeaningful networking opportunities with peers and industry leadersPractical insights into consultant-manager engagement and institutional investment trendsOpportunities to develop new business relationships and strengthen existing partnerships \n \n \n \n \n \n \n \n Event\n Details \n \n \n \n \n \n Date & Time: \n October 7\n\n \n \n - \n\n October 8\n\n \n \n \n \n \n Schedule\n \n \n \n \n Wednesday\, October 7  Program begins at 1:00 p.m. ET  Thursday\, October 8  Program concludes by 3:00 p.m. ET   \n \n \n \n \n \n \n \n \n \n \n \n \n Wells Fargo \n \n \n Address:\n \n\n550 South Tryon Street\n \n \n Charlotte\,\n\n NC\n\n\n New Caledonia\n\n\n\n\n + Google Map \n\n\n\n \n\n\n\n \n \n \n \n \n \n \n \n \n \n Registration\n \n \n \n \n Registration will open by invitation only in August 2026. \n \n \n \n \n \n\n \n \n \n \n Investment Consultants \n Complimentary\n \n \n \n \n \n \n Asset Managers — NASP Member Firm (firms with at least one active NASP member) \n $1\,500\n \n \n \n \n \n \n Asset Managers — Non-Member Firm \n $2\,000\n \n \n \n \n \n \n Additional attendees \n $1\,000 / person\n \n \n \n \n\n \n \n \n \n \n \n \n \n Reserve Your Firm's Place\n \n \n \n \n Investment consulting firms are invited to reserve their participation by Friday\, July 31\, 2026. To request participation\, please email acordaro@nasphq.org and include your firm name\, primary contact\, and the number of representatives planning to attend. Capacity is limited and participation will be confirmed on a first-come\, first-served basis. Once confirmed\, participating firms will receive a formal registration invitation along with additional program details in the coming weeks. \n \n \n \n \n \n \n Email to Reserve\n \n \n \n \n \n \n \n \n \n \n \n Questions \n \n \n \n For additional information about the 8th Annual Consultant & Manager Retreat\, please contact:  \n \n \n \n \n \n \n Learn More \n \n \n \n \n\n \n \n \n \n Abigail CordaroSenior Program ManagerNational Association of Securities Professionals (NASP)acordaro@nasphq.org URL:https://nasphq.org/event/25th-annual-wall-street-hall-of-fame/ LOCATION:United Federation of Teachers\, 52 Broadway\, New York\, NY\, 10004\, United States ATTACH;FMTTYPE=image/png:https://nasphq.org/wp-content/uploads/2023/02/unnamed-2.png END:VEVENT BEGIN:VEVENT DTSTART;VALUE=DATE:20230217 DTEND;VALUE=DATE:20230218 DTSTAMP:20221117T141946Z CREATED:20221117T141946Z LAST-MODIFIED:20221117T141946Z UID:1753-1676592000-1676678399@nasphq.org SUMMARY:SAVE THE DATE: 16th Annual Emerging Manager & MWBE Conference DESCRIPTION:« All Events\n \n \n \n \n \n 8th Annual Consultant & Manager Retreat \n \n \n \n October 7–8\, 2026  |  Wells Fargo  |  Charlotte\, North Carolina \n \n \n \n \n \n \n\n \n Add to calendar \n \n \n\n \n \n \n Google Calendar\n\n \n iCalendar\n\n \n Outlook 365\n\n \n Outlook Live\n\n \n \n\n \n \n\n \n \n \n \n \n \n \n \n \n \n \n \n \n The National Association of Securities Professionals (NASP) is pleased to announce the 8th Annual Consultant & Manager Retreat\, taking place October 7–8\, 2026\, at Wells Fargo in Charlotte\, North Carolina. Now entering its eighth year\, the Consultant & Manager Retreat has become one of NASP’s premier business development events\, bringing together institutional investment consultants and emerging and diverse-owned asset managers for meaningful dialogue\, strategic networking\, and relationship-building opportunities. Designed to foster stronger connections throughout the institutional investment community\, the Retreat features curated small group meetings\, educational discussions led by industry experts\, and practical conversations that help advance business opportunities while improving outcomes for institutional investors and clients. \n \n \n \n \n \n \n \n About the Program \n \n \n \n First launched in 2018\, the NASP Consultant & Manager Retreat is a 1.5-day program designed to connect institutional investment consultants with talented emerging and diverse-owned asset management firms. The Retreat provides investment consultants with an opportunity to identify high-quality investment managers across asset classes while giving managers valuable insight into the critical role consultants play in institutional manager selection and the most effective ways to build lasting relationships with consulting firms. Through thoughtful programming\, curated meetings\, and candid discussions\, the Retreat promotes diverse perspectives\, knowledge sharing\, and stronger investment outcomes for clients and beneficiaries. NASP welcomes participation from:Manager research professionals across all asset classesInstitutional investment consultantsField consultantsChief investment officers and senior investment professionalsOther senior leaders involved in manager research and selection \n \n \n \n \n \n \n \n Why Attend \n \n \n \n Participants can expect: Curated intimate meetings between institutional consultants and emerging and diverse-owned asset managersEducational panel discussions featuring leading investment professionalsMeaningful networking opportunities with peers and industry leadersPractical insights into consultant-manager engagement and institutional investment trendsOpportunities to develop new business relationships and strengthen existing partnerships \n \n \n \n \n \n \n \n Event\n Details \n \n \n \n \n \n Date & Time: \n October 7\n\n \n \n - \n\n October 8\n\n \n \n \n \n \n Schedule\n \n \n \n \n Wednesday\, October 7  Program begins at 1:00 p.m. ET  Thursday\, October 8  Program concludes by 3:00 p.m. ET   \n \n \n \n \n \n \n \n \n \n \n \n \n Wells Fargo \n \n \n Address:\n \n\n550 South Tryon Street\n \n \n Charlotte\,\n\n NC\n\n\n New Caledonia\n\n\n\n\n + Google Map \n\n\n\n \n\n\n\n \n \n \n \n \n \n \n \n \n \n Registration\n \n \n \n \n Registration will open by invitation only in August 2026. \n \n \n \n \n \n\n \n \n \n \n Investment Consultants \n Complimentary\n \n \n \n \n \n \n Asset Managers — NASP Member Firm (firms with at least one active NASP member) \n $1\,500\n \n \n \n \n \n \n Asset Managers — Non-Member Firm \n $2\,000\n \n \n \n \n \n \n Additional attendees \n $1\,000 / person\n \n \n \n \n\n \n \n \n \n \n \n \n \n Reserve Your Firm's Place\n \n \n \n \n Investment consulting firms are invited to reserve their participation by Friday\, July 31\, 2026. To request participation\, please email acordaro@nasphq.org and include your firm name\, primary contact\, and the number of representatives planning to attend. Capacity is limited and participation will be confirmed on a first-come\, first-served basis. Once confirmed\, participating firms will receive a formal registration invitation along with additional program details in the coming weeks. \n \n \n \n \n \n \n Email to Reserve\n \n \n \n \n \n \n \n \n \n \n \n Questions \n \n \n \n For additional information about the 8th Annual Consultant & Manager Retreat\, please contact:  \n \n \n \n \n \n \n Learn More \n \n \n \n \n\n \n \n \n \n Abigail CordaroSenior Program ManagerNational Association of Securities Professionals (NASP)acordaro@nasphq.org URL:https://nasphq.org/event/save-the-date-16th-annual-emerging-manager-mwbe-conference/ LOCATION:Albany Capital Center\, 55 Eagle Street\, Albany\, NY\, 12207\, United States ATTACH;FMTTYPE=image/jpeg:https://nasphq.org/wp-content/uploads/2022/11/unnamed-2.jpg END:VEVENT BEGIN:VEVENT DTSTART;VALUE=DATE:20230309 DTEND;VALUE=DATE:20230311 DTSTAMP:20230127T195006Z CREATED:20230127T195006Z LAST-MODIFIED:20230127T195006Z UID:2054-1678320000-1678492799@nasphq.org SUMMARY:NASP Women's Forum DESCRIPTION:« All Events\n \n \n \n \n \n 8th Annual Consultant & Manager Retreat \n \n \n \n October 7–8\, 2026  |  Wells Fargo  |  Charlotte\, North Carolina \n \n \n \n \n \n \n\n \n Add to calendar \n \n \n\n \n \n \n Google Calendar\n\n \n iCalendar\n\n \n Outlook 365\n\n \n Outlook Live\n\n \n \n\n \n \n\n \n \n \n \n \n \n \n \n \n \n \n \n \n The National Association of Securities Professionals (NASP) is pleased to announce the 8th Annual Consultant & Manager Retreat\, taking place October 7–8\, 2026\, at Wells Fargo in Charlotte\, North Carolina. Now entering its eighth year\, the Consultant & Manager Retreat has become one of NASP’s premier business development events\, bringing together institutional investment consultants and emerging and diverse-owned asset managers for meaningful dialogue\, strategic networking\, and relationship-building opportunities. Designed to foster stronger connections throughout the institutional investment community\, the Retreat features curated small group meetings\, educational discussions led by industry experts\, and practical conversations that help advance business opportunities while improving outcomes for institutional investors and clients. \n \n \n \n \n \n \n \n About the Program \n \n \n \n First launched in 2018\, the NASP Consultant & Manager Retreat is a 1.5-day program designed to connect institutional investment consultants with talented emerging and diverse-owned asset management firms. The Retreat provides investment consultants with an opportunity to identify high-quality investment managers across asset classes while giving managers valuable insight into the critical role consultants play in institutional manager selection and the most effective ways to build lasting relationships with consulting firms. Through thoughtful programming\, curated meetings\, and candid discussions\, the Retreat promotes diverse perspectives\, knowledge sharing\, and stronger investment outcomes for clients and beneficiaries. NASP welcomes participation from:Manager research professionals across all asset classesInstitutional investment consultantsField consultantsChief investment officers and senior investment professionalsOther senior leaders involved in manager research and selection \n \n \n \n \n \n \n \n Why Attend \n \n \n \n Participants can expect: Curated intimate meetings between institutional consultants and emerging and diverse-owned asset managersEducational panel discussions featuring leading investment professionalsMeaningful networking opportunities with peers and industry leadersPractical insights into consultant-manager engagement and institutional investment trendsOpportunities to develop new business relationships and strengthen existing partnerships \n \n \n \n \n \n \n \n Event\n Details \n \n \n \n \n \n Date & Time: \n October 7\n\n \n \n - \n\n October 8\n\n \n \n \n \n \n Schedule\n \n \n \n \n Wednesday\, October 7  Program begins at 1:00 p.m. ET  Thursday\, October 8  Program concludes by 3:00 p.m. ET   \n \n \n \n \n \n \n \n \n \n \n \n \n Wells Fargo \n \n \n Address:\n \n\n550 South Tryon Street\n \n \n Charlotte\,\n\n NC\n\n\n New Caledonia\n\n\n\n\n + Google Map \n\n\n\n \n\n\n\n \n \n \n \n \n \n \n \n \n \n Registration\n \n \n \n \n Registration will open by invitation only in August 2026. \n \n \n \n \n \n\n \n \n \n \n Investment Consultants \n Complimentary\n \n \n \n \n \n \n Asset Managers — NASP Member Firm (firms with at least one active NASP member) \n $1\,500\n \n \n \n \n \n \n Asset Managers — Non-Member Firm \n $2\,000\n \n \n \n \n \n \n Additional attendees \n $1\,000 / person\n \n \n \n \n\n \n \n \n \n \n \n \n \n Reserve Your Firm's Place\n \n \n \n \n Investment consulting firms are invited to reserve their participation by Friday\, July 31\, 2026. To request participation\, please email acordaro@nasphq.org and include your firm name\, primary contact\, and the number of representatives planning to attend. Capacity is limited and participation will be confirmed on a first-come\, first-served basis. Once confirmed\, participating firms will receive a formal registration invitation along with additional program details in the coming weeks. \n \n \n \n \n \n \n Email to Reserve\n \n \n \n \n \n \n \n \n \n \n \n Questions \n \n \n \n For additional information about the 8th Annual Consultant & Manager Retreat\, please contact:  \n \n \n \n \n \n \n Learn More \n \n \n \n \n\n \n \n \n \n Abigail CordaroSenior Program ManagerNational Association of Securities Professionals (NASP)acordaro@nasphq.org URL:https://nasphq.org/event/nasp-womens-forum/ LOCATION:Philadelphia Marriott Downtown\, 1201 Market Street\, Philadelphia\, PA\, 19107\, United States ATTACH;FMTTYPE=image/jpeg:https://nasphq.org/wp-content/uploads/2023/01/Final_NASP-2023-WF_Registration-Open.jpg END:VEVENT BEGIN:VEVENT DTSTART;VALUE=DATE:20230322 DTEND;VALUE=DATE:20230324 DTSTAMP:20221102T172847Z CREATED:20221102T172847Z LAST-MODIFIED:20221102T172847Z UID:1653-1679443200-1679615999@nasphq.org SUMMARY:SAVE THE DATE: 2023 Day of Education in Private Equity for Trustees and Staff DESCRIPTION:« All Events\n \n \n \n \n \n 8th Annual Consultant & Manager Retreat \n \n \n \n October 7–8\, 2026  |  Wells Fargo  |  Charlotte\, North Carolina \n \n \n \n \n \n \n\n \n Add to calendar \n \n \n\n \n \n \n Google Calendar\n\n \n iCalendar\n\n \n Outlook 365\n\n \n Outlook Live\n\n \n \n\n \n \n\n \n \n \n \n \n \n \n \n \n \n \n \n \n The National Association of Securities Professionals (NASP) is pleased to announce the 8th Annual Consultant & Manager Retreat\, taking place October 7–8\, 2026\, at Wells Fargo in Charlotte\, North Carolina. Now entering its eighth year\, the Consultant & Manager Retreat has become one of NASP’s premier business development events\, bringing together institutional investment consultants and emerging and diverse-owned asset managers for meaningful dialogue\, strategic networking\, and relationship-building opportunities. Designed to foster stronger connections throughout the institutional investment community\, the Retreat features curated small group meetings\, educational discussions led by industry experts\, and practical conversations that help advance business opportunities while improving outcomes for institutional investors and clients. \n \n \n \n \n \n \n \n About the Program \n \n \n \n First launched in 2018\, the NASP Consultant & Manager Retreat is a 1.5-day program designed to connect institutional investment consultants with talented emerging and diverse-owned asset management firms. The Retreat provides investment consultants with an opportunity to identify high-quality investment managers across asset classes while giving managers valuable insight into the critical role consultants play in institutional manager selection and the most effective ways to build lasting relationships with consulting firms. Through thoughtful programming\, curated meetings\, and candid discussions\, the Retreat promotes diverse perspectives\, knowledge sharing\, and stronger investment outcomes for clients and beneficiaries. NASP welcomes participation from:Manager research professionals across all asset classesInstitutional investment consultantsField consultantsChief investment officers and senior investment professionalsOther senior leaders involved in manager research and selection \n \n \n \n \n \n \n \n Why Attend \n \n \n \n Participants can expect: Curated intimate meetings between institutional consultants and emerging and diverse-owned asset managersEducational panel discussions featuring leading investment professionalsMeaningful networking opportunities with peers and industry leadersPractical insights into consultant-manager engagement and institutional investment trendsOpportunities to develop new business relationships and strengthen existing partnerships \n \n \n \n \n \n \n \n Event\n Details \n \n \n \n \n \n Date & Time: \n October 7\n\n \n \n - \n\n October 8\n\n \n \n \n \n \n Schedule\n \n \n \n \n Wednesday\, October 7  Program begins at 1:00 p.m. ET  Thursday\, October 8  Program concludes by 3:00 p.m. ET   \n \n \n \n \n \n \n \n \n \n \n \n \n Wells Fargo \n \n \n Address:\n \n\n550 South Tryon Street\n \n \n Charlotte\,\n\n NC\n\n\n New Caledonia\n\n\n\n\n + Google Map \n\n\n\n \n\n\n\n \n \n \n \n \n \n \n \n \n \n Registration\n \n \n \n \n Registration will open by invitation only in August 2026. \n \n \n \n \n \n\n \n \n \n \n Investment Consultants \n Complimentary\n \n \n \n \n \n \n Asset Managers — NASP Member Firm (firms with at least one active NASP member) \n $1\,500\n \n \n \n \n \n \n Asset Managers — Non-Member Firm \n $2\,000\n \n \n \n \n \n \n Additional attendees \n $1\,000 / person\n \n \n \n \n\n \n \n \n \n \n \n \n \n Reserve Your Firm's Place\n \n \n \n \n Investment consulting firms are invited to reserve their participation by Friday\, July 31\, 2026. To request participation\, please email acordaro@nasphq.org and include your firm name\, primary contact\, and the number of representatives planning to attend. Capacity is limited and participation will be confirmed on a first-come\, first-served basis. Once confirmed\, participating firms will receive a formal registration invitation along with additional program details in the coming weeks. \n \n \n \n \n \n \n Email to Reserve\n \n \n \n \n \n \n \n \n \n \n \n Questions \n \n \n \n For additional information about the 8th Annual Consultant & Manager Retreat\, please contact:  \n \n \n \n \n \n \n Learn More \n \n \n \n \n\n \n \n \n \n Abigail CordaroSenior Program ManagerNational Association of Securities Professionals (NASP)acordaro@nasphq.org URL:https://nasphq.org/event/save-the-date-2023-day-of-education-in-private-equity-for-trustees-and-staff/ LOCATION:W Hollywood\, 6250 Hollywood Blvd\, Hollywood\, CA\, 90028\, United States ATTACH;FMTTYPE=image/jpeg:https://nasphq.org/wp-content/uploads/2022/11/redcarpet.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20230329T090000 DTEND;TZID=America/New_York:20230329T110000 DTSTAMP:20230309T191835Z CREATED:20230106T141100Z LAST-MODIFIED:20230309T191835Z UID:1985-1680080400-1680087600@nasphq.org SUMMARY:Trailblazing Women's Honoree Breakfast DESCRIPTION:« All Events\n \n \n \n \n \n 8th Annual Consultant & Manager Retreat \n \n \n \n October 7–8\, 2026  |  Wells Fargo  |  Charlotte\, North Carolina \n \n \n \n \n \n \n\n \n Add to calendar \n \n \n\n \n \n \n Google Calendar\n\n \n iCalendar\n\n \n Outlook 365\n\n \n Outlook Live\n\n \n \n\n \n \n\n \n \n \n \n \n \n \n \n \n \n \n \n \n The National Association of Securities Professionals (NASP) is pleased to announce the 8th Annual Consultant & Manager Retreat\, taking place October 7–8\, 2026\, at Wells Fargo in Charlotte\, North Carolina. Now entering its eighth year\, the Consultant & Manager Retreat has become one of NASP’s premier business development events\, bringing together institutional investment consultants and emerging and diverse-owned asset managers for meaningful dialogue\, strategic networking\, and relationship-building opportunities. Designed to foster stronger connections throughout the institutional investment community\, the Retreat features curated small group meetings\, educational discussions led by industry experts\, and practical conversations that help advance business opportunities while improving outcomes for institutional investors and clients. \n \n \n \n \n \n \n \n About the Program \n \n \n \n First launched in 2018\, the NASP Consultant & Manager Retreat is a 1.5-day program designed to connect institutional investment consultants with talented emerging and diverse-owned asset management firms. The Retreat provides investment consultants with an opportunity to identify high-quality investment managers across asset classes while giving managers valuable insight into the critical role consultants play in institutional manager selection and the most effective ways to build lasting relationships with consulting firms. Through thoughtful programming\, curated meetings\, and candid discussions\, the Retreat promotes diverse perspectives\, knowledge sharing\, and stronger investment outcomes for clients and beneficiaries. NASP welcomes participation from:Manager research professionals across all asset classesInstitutional investment consultantsField consultantsChief investment officers and senior investment professionalsOther senior leaders involved in manager research and selection \n \n \n \n \n \n \n \n Why Attend \n \n \n \n Participants can expect: Curated intimate meetings between institutional consultants and emerging and diverse-owned asset managersEducational panel discussions featuring leading investment professionalsMeaningful networking opportunities with peers and industry leadersPractical insights into consultant-manager engagement and institutional investment trendsOpportunities to develop new business relationships and strengthen existing partnerships \n \n \n \n \n \n \n \n Event\n Details \n \n \n \n \n \n Date & Time: \n October 7\n\n \n \n - \n\n October 8\n\n \n \n \n \n \n Schedule\n \n \n \n \n Wednesday\, October 7  Program begins at 1:00 p.m. ET  Thursday\, October 8  Program concludes by 3:00 p.m. ET   \n \n \n \n \n \n \n \n \n \n \n \n \n Wells Fargo \n \n \n Address:\n \n\n550 South Tryon Street\n \n \n Charlotte\,\n\n NC\n\n\n New Caledonia\n\n\n\n\n + Google Map \n\n\n\n \n\n\n\n \n \n \n \n \n \n \n \n \n \n Registration\n \n \n \n \n Registration will open by invitation only in August 2026. \n \n \n \n \n \n\n \n \n \n \n Investment Consultants \n Complimentary\n \n \n \n \n \n \n Asset Managers — NASP Member Firm (firms with at least one active NASP member) \n $1\,500\n \n \n \n \n \n \n Asset Managers — Non-Member Firm \n $2\,000\n \n \n \n \n \n \n Additional attendees \n $1\,000 / person\n \n \n \n \n\n \n \n \n \n \n \n \n \n Reserve Your Firm's Place\n \n \n \n \n Investment consulting firms are invited to reserve their participation by Friday\, July 31\, 2026. To request participation\, please email acordaro@nasphq.org and include your firm name\, primary contact\, and the number of representatives planning to attend. Capacity is limited and participation will be confirmed on a first-come\, first-served basis. Once confirmed\, participating firms will receive a formal registration invitation along with additional program details in the coming weeks. \n \n \n \n \n \n \n Email to Reserve\n \n \n \n \n \n \n \n \n \n \n \n Questions \n \n \n \n For additional information about the 8th Annual Consultant & Manager Retreat\, please contact:  \n \n \n \n \n \n \n Learn More \n \n \n \n \n\n \n \n \n \n Abigail CordaroSenior Program ManagerNational Association of Securities Professionals (NASP)acordaro@nasphq.org URL:https://nasphq.org/event/trailblazing-womens-honoree-breakfast/ LOCATION:NC ATTACH;FMTTYPE=image/jpeg:https://nasphq.org/wp-content/uploads/2023/01/womensbreakfast1.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20230420T173000 DTEND;TZID=America/New_York:20230420T203000 DTSTAMP:20240708T184436Z CREATED:20230410T164351Z LAST-MODIFIED:20240708T184436Z UID:2224-1682011800-1682022600@nasphq.org SUMMARY:NASP Atlanta’s Spring Mixer DESCRIPTION:« All Events\n \n \n \n \n \n 8th Annual Consultant & Manager Retreat \n \n \n \n October 7–8\, 2026  |  Wells Fargo  |  Charlotte\, North Carolina \n \n \n \n \n \n \n\n \n Add to calendar \n \n \n\n \n \n \n Google Calendar\n\n \n iCalendar\n\n \n Outlook 365\n\n \n Outlook Live\n\n \n \n\n \n \n\n \n \n \n \n \n \n \n \n \n \n \n \n \n The National Association of Securities Professionals (NASP) is pleased to announce the 8th Annual Consultant & Manager Retreat\, taking place October 7–8\, 2026\, at Wells Fargo in Charlotte\, North Carolina. Now entering its eighth year\, the Consultant & Manager Retreat has become one of NASP’s premier business development events\, bringing together institutional investment consultants and emerging and diverse-owned asset managers for meaningful dialogue\, strategic networking\, and relationship-building opportunities. Designed to foster stronger connections throughout the institutional investment community\, the Retreat features curated small group meetings\, educational discussions led by industry experts\, and practical conversations that help advance business opportunities while improving outcomes for institutional investors and clients. \n \n \n \n \n \n \n \n About the Program \n \n \n \n First launched in 2018\, the NASP Consultant & Manager Retreat is a 1.5-day program designed to connect institutional investment consultants with talented emerging and diverse-owned asset management firms. The Retreat provides investment consultants with an opportunity to identify high-quality investment managers across asset classes while giving managers valuable insight into the critical role consultants play in institutional manager selection and the most effective ways to build lasting relationships with consulting firms. Through thoughtful programming\, curated meetings\, and candid discussions\, the Retreat promotes diverse perspectives\, knowledge sharing\, and stronger investment outcomes for clients and beneficiaries. NASP welcomes participation from:Manager research professionals across all asset classesInstitutional investment consultantsField consultantsChief investment officers and senior investment professionalsOther senior leaders involved in manager research and selection \n \n \n \n \n \n \n \n Why Attend \n \n \n \n Participants can expect: Curated intimate meetings between institutional consultants and emerging and diverse-owned asset managersEducational panel discussions featuring leading investment professionalsMeaningful networking opportunities with peers and industry leadersPractical insights into consultant-manager engagement and institutional investment trendsOpportunities to develop new business relationships and strengthen existing partnerships \n \n \n \n \n \n \n \n Event\n Details \n \n \n \n \n \n Date & Time: \n October 7\n\n \n \n - \n\n October 8\n\n \n \n \n \n \n Schedule\n \n \n \n \n Wednesday\, October 7  Program begins at 1:00 p.m. ET  Thursday\, October 8  Program concludes by 3:00 p.m. ET   \n \n \n \n \n \n \n \n \n \n \n \n \n Wells Fargo \n \n \n Address:\n \n\n550 South Tryon Street\n \n \n Charlotte\,\n\n NC\n\n\n New Caledonia\n\n\n\n\n + Google Map \n\n\n\n \n\n\n\n \n \n \n \n \n \n \n \n \n \n Registration\n \n \n \n \n Registration will open by invitation only in August 2026. \n \n \n \n \n \n\n \n \n \n \n Investment Consultants \n Complimentary\n \n \n \n \n \n \n Asset Managers — NASP Member Firm (firms with at least one active NASP member) \n $1\,500\n \n \n \n \n \n \n Asset Managers — Non-Member Firm \n $2\,000\n \n \n \n \n \n \n Additional attendees \n $1\,000 / person\n \n \n \n \n\n \n \n \n \n \n \n \n \n Reserve Your Firm's Place\n \n \n \n \n Investment consulting firms are invited to reserve their participation by Friday\, July 31\, 2026. To request participation\, please email acordaro@nasphq.org and include your firm name\, primary contact\, and the number of representatives planning to attend. Capacity is limited and participation will be confirmed on a first-come\, first-served basis. Once confirmed\, participating firms will receive a formal registration invitation along with additional program details in the coming weeks. \n \n \n \n \n \n \n Email to Reserve\n \n \n \n \n \n \n \n \n \n \n \n Questions \n \n \n \n For additional information about the 8th Annual Consultant & Manager Retreat\, please contact:  \n \n \n \n \n \n \n Learn More \n \n \n \n \n\n \n \n \n \n Abigail CordaroSenior Program ManagerNational Association of Securities Professionals (NASP)acordaro@nasphq.org URL:https://nasphq.org/event/nasp-atlantas-spring-mixer/ LOCATION:eVestment Headquarters\, 100 Glenridge Point Parkway\, Suite 100\, Atlanta\, GA\, 30342\, United States ATTACH;FMTTYPE=image/jpeg:https://nasphq.org/wp-content/uploads/2023/04/atlantaspringmixer.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20230511T130000 DTEND;TZID=America/New_York:20230511T140000 DTSTAMP:20230508T172808Z CREATED:20230508T172005Z LAST-MODIFIED:20230508T172808Z UID:2738-1683810000-1683813600@nasphq.org SUMMARY:SEC Information Session Featuring the Division of Examinations DESCRIPTION:« All Events\n \n \n \n \n \n 8th Annual Consultant & Manager Retreat \n \n \n \n October 7–8\, 2026  |  Wells Fargo  |  Charlotte\, North Carolina \n \n \n \n \n \n \n\n \n Add to calendar \n \n \n\n \n \n \n Google Calendar\n\n \n iCalendar\n\n \n Outlook 365\n\n \n Outlook Live\n\n \n \n\n \n \n\n \n \n \n \n \n \n \n \n \n \n \n \n \n The National Association of Securities Professionals (NASP) is pleased to announce the 8th Annual Consultant & Manager Retreat\, taking place October 7–8\, 2026\, at Wells Fargo in Charlotte\, North Carolina. Now entering its eighth year\, the Consultant & Manager Retreat has become one of NASP’s premier business development events\, bringing together institutional investment consultants and emerging and diverse-owned asset managers for meaningful dialogue\, strategic networking\, and relationship-building opportunities. Designed to foster stronger connections throughout the institutional investment community\, the Retreat features curated small group meetings\, educational discussions led by industry experts\, and practical conversations that help advance business opportunities while improving outcomes for institutional investors and clients. \n \n \n \n \n \n \n \n About the Program \n \n \n \n First launched in 2018\, the NASP Consultant & Manager Retreat is a 1.5-day program designed to connect institutional investment consultants with talented emerging and diverse-owned asset management firms. The Retreat provides investment consultants with an opportunity to identify high-quality investment managers across asset classes while giving managers valuable insight into the critical role consultants play in institutional manager selection and the most effective ways to build lasting relationships with consulting firms. Through thoughtful programming\, curated meetings\, and candid discussions\, the Retreat promotes diverse perspectives\, knowledge sharing\, and stronger investment outcomes for clients and beneficiaries. NASP welcomes participation from:Manager research professionals across all asset classesInstitutional investment consultantsField consultantsChief investment officers and senior investment professionalsOther senior leaders involved in manager research and selection \n \n \n \n \n \n \n \n Why Attend \n \n \n \n Participants can expect: Curated intimate meetings between institutional consultants and emerging and diverse-owned asset managersEducational panel discussions featuring leading investment professionalsMeaningful networking opportunities with peers and industry leadersPractical insights into consultant-manager engagement and institutional investment trendsOpportunities to develop new business relationships and strengthen existing partnerships \n \n \n \n \n \n \n \n Event\n Details \n \n \n \n \n \n Date & Time: \n October 7\n\n \n \n - \n\n October 8\n\n \n \n \n \n \n Schedule\n \n \n \n \n Wednesday\, October 7  Program begins at 1:00 p.m. ET  Thursday\, October 8  Program concludes by 3:00 p.m. ET   \n \n \n \n \n \n \n \n \n \n \n \n \n Wells Fargo \n \n \n Address:\n \n\n550 South Tryon Street\n \n \n Charlotte\,\n\n NC\n\n\n New Caledonia\n\n\n\n\n + Google Map \n\n\n\n \n\n\n\n \n \n \n \n \n \n \n \n \n \n Registration\n \n \n \n \n Registration will open by invitation only in August 2026. \n \n \n \n \n \n\n \n \n \n \n Investment Consultants \n Complimentary\n \n \n \n \n \n \n Asset Managers — NASP Member Firm (firms with at least one active NASP member) \n $1\,500\n \n \n \n \n \n \n Asset Managers — Non-Member Firm \n $2\,000\n \n \n \n \n \n \n Additional attendees \n $1\,000 / person\n \n \n \n \n\n \n \n \n \n \n \n \n \n Reserve Your Firm's Place\n \n \n \n \n Investment consulting firms are invited to reserve their participation by Friday\, July 31\, 2026. To request participation\, please email acordaro@nasphq.org and include your firm name\, primary contact\, and the number of representatives planning to attend. Capacity is limited and participation will be confirmed on a first-come\, first-served basis. Once confirmed\, participating firms will receive a formal registration invitation along with additional program details in the coming weeks. \n \n \n \n \n \n \n Email to Reserve\n \n \n \n \n \n \n \n \n \n \n \n Questions \n \n \n \n For additional information about the 8th Annual Consultant & Manager Retreat\, please contact:  \n \n \n \n \n \n \n Learn More \n \n \n \n \n\n \n \n \n \n Abigail CordaroSenior Program ManagerNational Association of Securities Professionals (NASP)acordaro@nasphq.org URL:https://nasphq.org/event/sec-information-session-featuring-the-division-of-examinations/ LOCATION:Virtual END:VEVENT BEGIN:VEVENT DTSTART;VALUE=DATE:20230517 DTEND;VALUE=DATE:20230519 DTSTAMP:20230420T160254Z CREATED:20230420T160254Z LAST-MODIFIED:20230420T160254Z UID:2333-1684281600-1684454399@nasphq.org SUMMARY:Women Investment Leaders + Annual Summit DESCRIPTION:« All Events\n \n \n \n \n \n 8th Annual Consultant & Manager Retreat \n \n \n \n October 7–8\, 2026  |  Wells Fargo  |  Charlotte\, North Carolina \n \n \n \n \n \n \n\n \n Add to calendar \n \n \n\n \n \n \n Google Calendar\n\n \n iCalendar\n\n \n Outlook 365\n\n \n Outlook Live\n\n \n \n\n \n \n\n \n \n \n \n \n \n \n \n \n \n \n \n \n The National Association of Securities Professionals (NASP) is pleased to announce the 8th Annual Consultant & Manager Retreat\, taking place October 7–8\, 2026\, at Wells Fargo in Charlotte\, North Carolina. Now entering its eighth year\, the Consultant & Manager Retreat has become one of NASP’s premier business development events\, bringing together institutional investment consultants and emerging and diverse-owned asset managers for meaningful dialogue\, strategic networking\, and relationship-building opportunities. Designed to foster stronger connections throughout the institutional investment community\, the Retreat features curated small group meetings\, educational discussions led by industry experts\, and practical conversations that help advance business opportunities while improving outcomes for institutional investors and clients. \n \n \n \n \n \n \n \n About the Program \n \n \n \n First launched in 2018\, the NASP Consultant & Manager Retreat is a 1.5-day program designed to connect institutional investment consultants with talented emerging and diverse-owned asset management firms. The Retreat provides investment consultants with an opportunity to identify high-quality investment managers across asset classes while giving managers valuable insight into the critical role consultants play in institutional manager selection and the most effective ways to build lasting relationships with consulting firms. Through thoughtful programming\, curated meetings\, and candid discussions\, the Retreat promotes diverse perspectives\, knowledge sharing\, and stronger investment outcomes for clients and beneficiaries. NASP welcomes participation from:Manager research professionals across all asset classesInstitutional investment consultantsField consultantsChief investment officers and senior investment professionalsOther senior leaders involved in manager research and selection \n \n \n \n \n \n \n \n Why Attend \n \n \n \n Participants can expect: Curated intimate meetings between institutional consultants and emerging and diverse-owned asset managersEducational panel discussions featuring leading investment professionalsMeaningful networking opportunities with peers and industry leadersPractical insights into consultant-manager engagement and institutional investment trendsOpportunities to develop new business relationships and strengthen existing partnerships \n \n \n \n \n \n \n \n Event\n Details \n \n \n \n \n \n Date & Time: \n October 7\n\n \n \n - \n\n October 8\n\n \n \n \n \n \n Schedule\n \n \n \n \n Wednesday\, October 7  Program begins at 1:00 p.m. ET  Thursday\, October 8  Program concludes by 3:00 p.m. ET   \n \n \n \n \n \n \n \n \n \n \n \n \n Wells Fargo \n \n \n Address:\n \n\n550 South Tryon Street\n \n \n Charlotte\,\n\n NC\n\n\n New Caledonia\n\n\n\n\n + Google Map \n\n\n\n \n\n\n\n \n \n \n \n \n \n \n \n \n \n Registration\n \n \n \n \n Registration will open by invitation only in August 2026. \n \n \n \n \n \n\n \n \n \n \n Investment Consultants \n Complimentary\n \n \n \n \n \n \n Asset Managers — NASP Member Firm (firms with at least one active NASP member) \n $1\,500\n \n \n \n \n \n \n Asset Managers — Non-Member Firm \n $2\,000\n \n \n \n \n \n \n Additional attendees \n $1\,000 / person\n \n \n \n \n\n \n \n \n \n \n \n \n \n Reserve Your Firm's Place\n \n \n \n \n Investment consulting firms are invited to reserve their participation by Friday\, July 31\, 2026. To request participation\, please email acordaro@nasphq.org and include your firm name\, primary contact\, and the number of representatives planning to attend. Capacity is limited and participation will be confirmed on a first-come\, first-served basis. Once confirmed\, participating firms will receive a formal registration invitation along with additional program details in the coming weeks. \n \n \n \n \n \n \n Email to Reserve\n \n \n \n \n \n \n \n \n \n \n \n Questions \n \n \n \n For additional information about the 8th Annual Consultant & Manager Retreat\, please contact:  \n \n \n \n \n \n \n Learn More \n \n \n \n \n\n \n \n \n \n Abigail CordaroSenior Program ManagerNational Association of Securities Professionals (NASP)acordaro@nasphq.org URL:https://nasphq.org/event/women-investment-leaders-annual-summit/ LOCATION:New York\, NY ATTACH;FMTTYPE=image/png:https://nasphq.org/wp-content/uploads/2023/04/2023-Women-Annual-Group-Accelerate-Investors.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20230519T100000 DTEND;TZID=America/New_York:20230519T170000 DTSTAMP:20230503T141004Z CREATED:20230503T141004Z LAST-MODIFIED:20230503T141004Z UID:2627-1684490400-1684515600@nasphq.org SUMMARY:Conference on Emerging Trends in Asset Management DESCRIPTION:« All Events\n \n \n \n \n \n 8th Annual Consultant & Manager Retreat \n \n \n \n October 7–8\, 2026  |  Wells Fargo  |  Charlotte\, North Carolina \n \n \n \n \n \n \n\n \n Add to calendar \n \n \n\n \n \n \n Google Calendar\n\n \n iCalendar\n\n \n Outlook 365\n\n \n Outlook Live\n\n \n \n\n \n \n\n \n \n \n \n \n \n \n \n \n \n \n \n \n The National Association of Securities Professionals (NASP) is pleased to announce the 8th Annual Consultant & Manager Retreat\, taking place October 7–8\, 2026\, at Wells Fargo in Charlotte\, North Carolina. Now entering its eighth year\, the Consultant & Manager Retreat has become one of NASP’s premier business development events\, bringing together institutional investment consultants and emerging and diverse-owned asset managers for meaningful dialogue\, strategic networking\, and relationship-building opportunities. Designed to foster stronger connections throughout the institutional investment community\, the Retreat features curated small group meetings\, educational discussions led by industry experts\, and practical conversations that help advance business opportunities while improving outcomes for institutional investors and clients. \n \n \n \n \n \n \n \n About the Program \n \n \n \n First launched in 2018\, the NASP Consultant & Manager Retreat is a 1.5-day program designed to connect institutional investment consultants with talented emerging and diverse-owned asset management firms. The Retreat provides investment consultants with an opportunity to identify high-quality investment managers across asset classes while giving managers valuable insight into the critical role consultants play in institutional manager selection and the most effective ways to build lasting relationships with consulting firms. Through thoughtful programming\, curated meetings\, and candid discussions\, the Retreat promotes diverse perspectives\, knowledge sharing\, and stronger investment outcomes for clients and beneficiaries. NASP welcomes participation from:Manager research professionals across all asset classesInstitutional investment consultantsField consultantsChief investment officers and senior investment professionalsOther senior leaders involved in manager research and selection \n \n \n \n \n \n \n \n Why Attend \n \n \n \n Participants can expect: Curated intimate meetings between institutional consultants and emerging and diverse-owned asset managersEducational panel discussions featuring leading investment professionalsMeaningful networking opportunities with peers and industry leadersPractical insights into consultant-manager engagement and institutional investment trendsOpportunities to develop new business relationships and strengthen existing partnerships \n \n \n \n \n \n \n \n Event\n Details \n \n \n \n \n \n Date & Time: \n October 7\n\n \n \n - \n\n October 8\n\n \n \n \n \n \n Schedule\n \n \n \n \n Wednesday\, October 7  Program begins at 1:00 p.m. ET  Thursday\, October 8  Program concludes by 3:00 p.m. ET   \n \n \n \n \n \n \n \n \n \n \n \n \n Wells Fargo \n \n \n Address:\n \n\n550 South Tryon Street\n \n \n Charlotte\,\n\n NC\n\n\n New Caledonia\n\n\n\n\n + Google Map \n\n\n\n \n\n\n\n \n \n \n \n \n \n \n \n \n \n Registration\n \n \n \n \n Registration will open by invitation only in August 2026. \n \n \n \n \n \n\n \n \n \n \n Investment Consultants \n Complimentary\n \n \n \n \n \n \n Asset Managers — NASP Member Firm (firms with at least one active NASP member) \n $1\,500\n \n \n \n \n \n \n Asset Managers — Non-Member Firm \n $2\,000\n \n \n \n \n \n \n Additional attendees \n $1\,000 / person\n \n \n \n \n\n \n \n \n \n \n \n \n \n Reserve Your Firm's Place\n \n \n \n \n Investment consulting firms are invited to reserve their participation by Friday\, July 31\, 2026. To request participation\, please email acordaro@nasphq.org and include your firm name\, primary contact\, and the number of representatives planning to attend. Capacity is limited and participation will be confirmed on a first-come\, first-served basis. Once confirmed\, participating firms will receive a formal registration invitation along with additional program details in the coming weeks. \n \n \n \n \n \n \n Email to Reserve\n \n \n \n \n \n \n \n \n \n \n \n Questions \n \n \n \n For additional information about the 8th Annual Consultant & Manager Retreat\, please contact:  \n \n \n \n \n \n \n Learn More \n \n \n \n \n\n \n \n \n \n Abigail CordaroSenior Program ManagerNational Association of Securities Professionals (NASP)acordaro@nasphq.org URL:https://nasphq.org/event/conference-on-emerging-trends-in-asset-management/ LOCATION:NC ATTACH;FMTTYPE=image/png:https://nasphq.org/wp-content/uploads/2023/05/unnamed.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20230529T123000 DTEND;TZID=America/New_York:20230529T140000 DTSTAMP:20230523T154526Z CREATED:20230523T154401Z LAST-MODIFIED:20230523T154526Z UID:2781-1685363400-1685368800@nasphq.org SUMMARY:ABSIP CEO Roundtable Series DESCRIPTION:« All Events\n \n \n \n \n \n 8th Annual Consultant & Manager Retreat \n \n \n \n October 7–8\, 2026  |  Wells Fargo  |  Charlotte\, North Carolina \n \n \n \n \n \n \n\n \n Add to calendar \n \n \n\n \n \n \n Google Calendar\n\n \n iCalendar\n\n \n Outlook 365\n\n \n Outlook Live\n\n \n \n\n \n \n\n \n \n \n \n \n \n \n \n \n \n \n \n \n The National Association of Securities Professionals (NASP) is pleased to announce the 8th Annual Consultant & Manager Retreat\, taking place October 7–8\, 2026\, at Wells Fargo in Charlotte\, North Carolina. Now entering its eighth year\, the Consultant & Manager Retreat has become one of NASP’s premier business development events\, bringing together institutional investment consultants and emerging and diverse-owned asset managers for meaningful dialogue\, strategic networking\, and relationship-building opportunities. Designed to foster stronger connections throughout the institutional investment community\, the Retreat features curated small group meetings\, educational discussions led by industry experts\, and practical conversations that help advance business opportunities while improving outcomes for institutional investors and clients. \n \n \n \n \n \n \n \n About the Program \n \n \n \n First launched in 2018\, the NASP Consultant & Manager Retreat is a 1.5-day program designed to connect institutional investment consultants with talented emerging and diverse-owned asset management firms. The Retreat provides investment consultants with an opportunity to identify high-quality investment managers across asset classes while giving managers valuable insight into the critical role consultants play in institutional manager selection and the most effective ways to build lasting relationships with consulting firms. Through thoughtful programming\, curated meetings\, and candid discussions\, the Retreat promotes diverse perspectives\, knowledge sharing\, and stronger investment outcomes for clients and beneficiaries. NASP welcomes participation from:Manager research professionals across all asset classesInstitutional investment consultantsField consultantsChief investment officers and senior investment professionalsOther senior leaders involved in manager research and selection \n \n \n \n \n \n \n \n Why Attend \n \n \n \n Participants can expect: Curated intimate meetings between institutional consultants and emerging and diverse-owned asset managersEducational panel discussions featuring leading investment professionalsMeaningful networking opportunities with peers and industry leadersPractical insights into consultant-manager engagement and institutional investment trendsOpportunities to develop new business relationships and strengthen existing partnerships \n \n \n \n \n \n \n \n Event\n Details \n \n \n \n \n \n Date & Time: \n October 7\n\n \n \n - \n\n October 8\n\n \n \n \n \n \n Schedule\n \n \n \n \n Wednesday\, October 7  Program begins at 1:00 p.m. ET  Thursday\, October 8  Program concludes by 3:00 p.m. ET   \n \n \n \n \n \n \n \n \n \n \n \n \n Wells Fargo \n \n \n Address:\n \n\n550 South Tryon Street\n \n \n Charlotte\,\n\n NC\n\n\n New Caledonia\n\n\n\n\n + Google Map \n\n\n\n \n\n\n\n \n \n \n \n \n \n \n \n \n \n Registration\n \n \n \n \n Registration will open by invitation only in August 2026. \n \n \n \n \n \n\n \n \n \n \n Investment Consultants \n Complimentary\n \n \n \n \n \n \n Asset Managers — NASP Member Firm (firms with at least one active NASP member) \n $1\,500\n \n \n \n \n \n \n Asset Managers — Non-Member Firm \n $2\,000\n \n \n \n \n \n \n Additional attendees \n $1\,000 / person\n \n \n \n \n\n \n \n \n \n \n \n \n \n Reserve Your Firm's Place\n \n \n \n \n Investment consulting firms are invited to reserve their participation by Friday\, July 31\, 2026. To request participation\, please email acordaro@nasphq.org and include your firm name\, primary contact\, and the number of representatives planning to attend. Capacity is limited and participation will be confirmed on a first-come\, first-served basis. Once confirmed\, participating firms will receive a formal registration invitation along with additional program details in the coming weeks. \n \n \n \n \n \n \n Email to Reserve\n \n \n \n \n \n \n \n \n \n \n \n Questions \n \n \n \n For additional information about the 8th Annual Consultant & Manager Retreat\, please contact:  \n \n \n \n \n \n \n Learn More \n \n \n \n \n\n \n \n \n \n Abigail CordaroSenior Program ManagerNational Association of Securities Professionals (NASP)acordaro@nasphq.org URL:https://nasphq.org/event/absip-ceo-roundtable-series/ LOCATION:NC ATTACH;FMTTYPE=image/png:https://nasphq.org/wp-content/uploads/2023/05/image-3.png END:VEVENT BEGIN:VEVENT DTSTART;VALUE=DATE:20230531 DTEND;VALUE=DATE:20230630 DTSTAMP:20240708T184546Z CREATED:20230524T163714Z LAST-MODIFIED:20240708T184546Z UID:2784-1685491200-1688083199@nasphq.org SUMMARY:Diamond Hill’s Summer Education Series DESCRIPTION:« All Events\n \n \n \n \n \n 8th Annual Consultant & Manager Retreat \n \n \n \n October 7–8\, 2026  |  Wells Fargo  |  Charlotte\, North Carolina \n \n \n \n \n \n \n\n \n Add to calendar \n \n \n\n \n \n \n Google Calendar\n\n \n iCalendar\n\n \n Outlook 365\n\n \n Outlook Live\n\n \n \n\n \n \n\n \n \n \n \n \n \n \n \n \n \n \n \n \n The National Association of Securities Professionals (NASP) is pleased to announce the 8th Annual Consultant & Manager Retreat\, taking place October 7–8\, 2026\, at Wells Fargo in Charlotte\, North Carolina. Now entering its eighth year\, the Consultant & Manager Retreat has become one of NASP’s premier business development events\, bringing together institutional investment consultants and emerging and diverse-owned asset managers for meaningful dialogue\, strategic networking\, and relationship-building opportunities. Designed to foster stronger connections throughout the institutional investment community\, the Retreat features curated small group meetings\, educational discussions led by industry experts\, and practical conversations that help advance business opportunities while improving outcomes for institutional investors and clients. \n \n \n \n \n \n \n \n About the Program \n \n \n \n First launched in 2018\, the NASP Consultant & Manager Retreat is a 1.5-day program designed to connect institutional investment consultants with talented emerging and diverse-owned asset management firms. The Retreat provides investment consultants with an opportunity to identify high-quality investment managers across asset classes while giving managers valuable insight into the critical role consultants play in institutional manager selection and the most effective ways to build lasting relationships with consulting firms. Through thoughtful programming\, curated meetings\, and candid discussions\, the Retreat promotes diverse perspectives\, knowledge sharing\, and stronger investment outcomes for clients and beneficiaries. NASP welcomes participation from:Manager research professionals across all asset classesInstitutional investment consultantsField consultantsChief investment officers and senior investment professionalsOther senior leaders involved in manager research and selection \n \n \n \n \n \n \n \n Why Attend \n \n \n \n Participants can expect: Curated intimate meetings between institutional consultants and emerging and diverse-owned asset managersEducational panel discussions featuring leading investment professionalsMeaningful networking opportunities with peers and industry leadersPractical insights into consultant-manager engagement and institutional investment trendsOpportunities to develop new business relationships and strengthen existing partnerships \n \n \n \n \n \n \n \n Event\n Details \n \n \n \n \n \n Date & Time: \n October 7\n\n \n \n - \n\n October 8\n\n \n \n \n \n \n Schedule\n \n \n \n \n Wednesday\, October 7  Program begins at 1:00 p.m. ET  Thursday\, October 8  Program concludes by 3:00 p.m. ET   \n \n \n \n \n \n \n \n \n \n \n \n \n Wells Fargo \n \n \n Address:\n \n\n550 South Tryon Street\n \n \n Charlotte\,\n\n NC\n\n\n New Caledonia\n\n\n\n\n + Google Map \n\n\n\n \n\n\n\n \n \n \n \n \n \n \n \n \n \n Registration\n \n \n \n \n Registration will open by invitation only in August 2026. \n \n \n \n \n \n\n \n \n \n \n Investment Consultants \n Complimentary\n \n \n \n \n \n \n Asset Managers — NASP Member Firm (firms with at least one active NASP member) \n $1\,500\n \n \n \n \n \n \n Asset Managers — Non-Member Firm \n $2\,000\n \n \n \n \n \n \n Additional attendees \n $1\,000 / person\n \n \n \n \n\n \n \n \n \n \n \n \n \n Reserve Your Firm's Place\n \n \n \n \n Investment consulting firms are invited to reserve their participation by Friday\, July 31\, 2026. To request participation\, please email acordaro@nasphq.org and include your firm name\, primary contact\, and the number of representatives planning to attend. Capacity is limited and participation will be confirmed on a first-come\, first-served basis. Once confirmed\, participating firms will receive a formal registration invitation along with additional program details in the coming weeks. \n \n \n \n \n \n \n Email to Reserve\n \n \n \n \n \n \n \n \n \n \n \n Questions \n \n \n \n For additional information about the 8th Annual Consultant & Manager Retreat\, please contact:  \n \n \n \n \n \n \n Learn More \n \n \n \n \n\n \n \n \n \n Abigail CordaroSenior Program ManagerNational Association of Securities Professionals (NASP)acordaro@nasphq.org URL:https://nasphq.org/event/diamond-hills-summer-education-series/ LOCATION:Virtual ATTACH;FMTTYPE=image/jpeg:https://nasphq.org/wp-content/uploads/2023/05/diamondhill-blog.jpg END:VEVENT END:VCALENDAR