BEGIN:VCALENDAR VERSION:2.0 PRODID:-//National Association of Securities Professionals (NASP) - ECPv6.17.0//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH 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: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 BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20250309T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20251102T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20260308T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20261101T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20270314T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20271107T060000 END:STANDARD END:VTIMEZONE BEGIN:VTIMEZONE TZID:America/Los_Angeles BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20250309T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20251102T090000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20260308T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20261101T090000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20270314T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20271107T090000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;VALUE=DATE:20231009 DTEND;VALUE=DATE:20231011 DTSTAMP:20230616T144349Z CREATED:20230616T144349Z LAST-MODIFIED:20230616T144349Z UID:2831-1696809600-1696982399@nasphq.org SUMMARY:2023 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/2023-consultant-retreat/ LOCATION:KPMG Lakehouse\, 9301 Lake Nona Blvd\, Orlando\, FL\, 32827\, United States ATTACH;FMTTYPE=image/png:https://nasphq.org/wp-content/uploads/2023/06/CR-2023.png END:VEVENT BEGIN:VEVENT DTSTART;VALUE=DATE:20231114 DTEND;VALUE=DATE:20231116 DTSTAMP:20231019T133312Z CREATED:20230425T161254Z LAST-MODIFIED:20231019T133312Z UID:2610-1699920000-1700092799@nasphq.org SUMMARY:27th 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/27th-annual-nasp-new-york-symposium/ LOCATION:New York Academy of Medicine\, 1216 5th Avenue\, New York\, NY\, 10029\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20231129T080000 DTEND;TZID=America/New_York:20231129T170000 DTSTAMP:20231130T104333Z CREATED:20231130T104333Z LAST-MODIFIED:20231130T104333Z UID:3617-1701244800-1701277200@nasphq.org SUMMARY:Small Business Capital Formation Advisory Committee Meeting 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-capital-formation-advisory-committee-meeting/ LOCATION:NC END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20231208T183000 DTEND;TZID=America/New_York:20231208T210000 DTSTAMP:20231107T165707Z CREATED:20231107T165707Z LAST-MODIFIED:20231107T165707Z UID:3445-1702060200-1702069200@nasphq.org SUMMARY:Bloomberg New Voices 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/bloomberg-new-voices/ LOCATION:Pérez Art Museum Miami\, 1103 Biscayne Blvd\, Miami\, FL\, 33132\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20231213T173000 DTEND;TZID=America/New_York:20231213T220000 DTSTAMP:20231206T204759Z CREATED:20231206T204759Z LAST-MODIFIED:20231206T204759Z UID:3681-1702488600-1702504800@nasphq.org SUMMARY:NASP Detroit's Annual Soul Holiday Mixer - Wednesday December 13 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-detroits-annual-soul-holiday-mixer-wednesday-december-13/ LOCATION:Floods Bar & Grill\, 731 St. Antoine\, Detroit\, MI\, 48226\, United States ATTACH;FMTTYPE=image/jpeg:https://nasphq.org/wp-content/uploads/2023/12/soulmixer-featuredimage.jpg END:VEVENT BEGIN:VEVENT DTSTART;VALUE=DATE:20240206 DTEND;VALUE=DATE:20240207 DTSTAMP:20231211T151746Z CREATED:20231211T100020Z LAST-MODIFIED:20231211T151746Z UID:3703-1707177600-1707263999@nasphq.org SUMMARY:Wall Street Hall of Fame Gala Reception and Induction Ceremony 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/wall-street-hall-of-fame-gala-reception-and-induction-ceremony/ LOCATION:United Federation of Teachers’ Headquarters\, 52 Broadway\, New York\, NY\, United States ATTACH;FMTTYPE=image/jpeg:https://nasphq.org/wp-content/uploads/2023/12/wallstreet-event.jpg END:VEVENT BEGIN:VEVENT DTSTART;VALUE=DATE:20240320 DTEND;VALUE=DATE:20240322 DTSTAMP:20231211T100012Z CREATED:20230714T175356Z LAST-MODIFIED:20231211T100012Z UID:2904-1710892800-1711065599@nasphq.org SUMMARY:Save the Date! | NASP Southern California’s 2024 “Day of Education in Private Equity for Trustees and Staff” 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-nasp-southern-californias-2024-day-of-education-in-private-equity-for-trustees-and-staff-conference/ LOCATION:NC ATTACH;FMTTYPE=image/jpeg:https://nasphq.org/wp-content/uploads/2023/07/dayofeducation.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20240627T154500 DTEND;TZID=America/New_York:20240627T190000 DTSTAMP:20250227T185106Z CREATED:20240530T163200Z LAST-MODIFIED:20250227T185106Z UID:4199-1719503100-1719514800@nasphq.org SUMMARY:NASP NORCAL LinkUp Event Series: Early-Stage VC 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-norcal-linkup-event-series-early-stage-vc/ LOCATION:Sand Hill Kitchen\, 2400 Sand Hill Road\, Menlo PArk\, 94025 ATTACH;FMTTYPE=image/jpeg:https://nasphq.org/wp-content/uploads/2024/05/EarlyStageVS-EventFeaturedImage.jpg ORGANIZER;CN="National Association of Securities Professionals (NASP)":MAILTO:mhall@nasphq.org END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20240717T170000 DTEND;TZID=America/New_York:20240717T180000 DTSTAMP:20241113T155910Z CREATED:20240711T085417Z LAST-MODIFIED:20241113T155910Z UID:6404-1721235600-1721239200@nasphq.org SUMMARY:Register for NASP's Webinar for College Students: Dollars and Dreams: Your Financial Future 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/register-for-nasps-webinar-for-college-students-dollars-and-dreams-your-financial-future/ LOCATION:Virtual ATTACH;FMTTYPE=image/png:https://nasphq.org/wp-content/uploads/2024/07/Dollars_and_Dreams_Graphic_1.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20240720T100000 DTEND;TZID=America/New_York:20240720T133000 DTSTAMP:20240729T154055Z CREATED:20240729T153721Z LAST-MODIFIED:20240729T154055Z UID:7662-1721469600-1721482200@nasphq.org SUMMARY:Young Professionals - Annual July Savings Month Event 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/young-professionals-annual-july-savings-month-event/ LOCATION:NC ATTACH;FMTTYPE=image/png:https://nasphq.org/wp-content/uploads/2024/07/unnamed-1.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20240730T163000 DTEND;TZID=America/New_York:20240730T180000 DTSTAMP:20240802T141337Z CREATED:20240729T153229Z LAST-MODIFIED:20240802T141337Z UID:7660-1722357000-1722362400@nasphq.org SUMMARY:Global Investment in Africa - Unlocking Capital Flows 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/global-investment-in-africa-unlocking-capital-flows/ LOCATION:Virtual ATTACH;FMTTYPE=image/png:https://nasphq.org/wp-content/uploads/2024/07/unnamed.png END:VEVENT BEGIN:VEVENT DTSTART;VALUE=DATE:20240802 DTEND;VALUE=DATE:20240803 DTSTAMP:20240613T141014Z CREATED:20240613T140735Z LAST-MODIFIED:20240613T141014Z UID:4232-1722556800-1722643199@nasphq.org SUMMARY:2024 Raymond Welborne Memorial 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/2024-raymond-welborne-memorial-scholarship-golf-classic/ LOCATION:NC ATTACH;FMTTYPE=image/jpeg:https://nasphq.org/wp-content/uploads/2024/06/34985.jpeg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20241017T110000 DTEND;TZID=America/New_York:20241018T130000 DTSTAMP:20250304T203143Z CREATED:20240805T165931Z LAST-MODIFIED:20250304T203143Z UID:7676-1729162800-1729256400@nasphq.org SUMMARY:NASP 6th Annual Consultant & Manager Retreat 2024 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-6th-annual-consultant-manager-retreat-2024/ LOCATION:Deloitte University Westlake\, TX\, United States ATTACH;FMTTYPE=image/png:https://nasphq.org/wp-content/uploads/2024/08/NASP2024CRSavetheDate.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20241024T160000 DTEND;TZID=America/New_York:20241024T170000 DTSTAMP:20241017T134028Z CREATED:20241011T144650Z LAST-MODIFIED:20241017T134028Z UID:7747-1729785600-1729789200@nasphq.org SUMMARY:NASP Webinar: Why You Need a Career Coach with Ellen Bailey 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-webinar-why-you-need-a-career-coach-with-ellen-bailey/ LOCATION:NC ATTACH;FMTTYPE=image/png:https://nasphq.org/wp-content/uploads/2024/10/NASP_Webinar_Why_You_Need_a_Career_Coach_Graphic-min.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20241030T153000 DTEND;TZID=America/New_York:20241030T173000 DTSTAMP:20250228T185205Z CREATED:20241015T152617Z LAST-MODIFIED:20250228T185205Z UID:7756-1730302200-1730309400@nasphq.org SUMMARY:MOODY's CORE Connect 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/moodys-core-connect/ LOCATION:Moody’s Headquarters\, 250 Greenwich Street\, 52nd Floor\, New York\, New York\, 10007 ATTACH;FMTTYPE=image/png:https://nasphq.org/wp-content/uploads/2024/10/BX_868_Moodys_CORE_Connect_Social_Post-min.png ORGANIZER;CN="National Association of Securities Professionals (NASP)":MAILTO:mhall@nasphq.org END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20241120T180000 DTEND;TZID=America/New_York:20241121T190000 DTSTAMP:20250227T184849Z CREATED:20241105T220206Z LAST-MODIFIED:20250227T184849Z UID:7867-1732125600-1732215600@nasphq.org SUMMARY:28th 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/28th-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/2024/11/EventFeatured28th-min.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20241210T000000 DTEND;TZID=America/New_York:20241216T000000 DTSTAMP:20241210T212403Z CREATED:20241210T211759Z LAST-MODIFIED:20241210T212403Z UID:7925-1733788800-1734307200@nasphq.org SUMMARY:Celebrate the Season with NASP! 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/celebrate-the-season-with-nasp/ LOCATION:NC ATTACH;FMTTYPE=image/jpeg:https://nasphq.org/wp-content/uploads/2024/12/Untitled-1-min.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20241210T180000 DTEND;TZID=America/New_York:20241210T200000 DTSTAMP:20241125T214429Z CREATED:20241125T205350Z LAST-MODIFIED:20241125T214429Z UID:7913-1733853600-1733860800@nasphq.org SUMMARY:2024 NASP ATL 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/2024-nasp-atl-holiday-party-membership-drive/ LOCATION:eVestment Headquarters\, 100 Glenridge Point Parkway\, Suite 100\, Atlanta\, GA\, 30342\, United States ATTACH;FMTTYPE=image/jpeg:https://nasphq.org/wp-content/uploads/2024/11/https_cdn_evbuc_com_images_904648063_157321084444_1_original.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20241218T180000 DTEND;TZID=America/New_York:20241218T220000 DTSTAMP:20241210T205840Z CREATED:20241210T205247Z LAST-MODIFIED:20241210T205840Z UID:7922-1734544800-1734559200@nasphq.org SUMMARY:2024 NASP DETROIT SOUL HOLIDAY 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/2024-nasp-detroit-soul-holiday-mixer/ LOCATION:Floods Bar & Grill\, 731 St. Antoine\, Detroit\, MI\, 48226\, United States ATTACH;FMTTYPE=image/jpeg:https://nasphq.org/wp-content/uploads/2024/12/2024-NASP-DETROIT-SOUL-HOLIDAY-MIXER-min.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250313T173000 DTEND;TZID=America/New_York:20250313T190000 DTSTAMP:20250312T171149Z CREATED:20250312T163510Z LAST-MODIFIED:20250312T171149Z UID:8079-1741887000-1741892400@nasphq.org SUMMARY:NY NASP FOUNDATION'S 27TH 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/ny-nasp-foundations-27th-annual-wall-street-hall-of-fame/ LOCATION:United Federation of Teachers\, 52 Broadway\, New York\, NY\, 10004\, United States ATTACH;FMTTYPE=image/jpeg:https://nasphq.org/wp-content/uploads/2025/03/unnamed.jpg END:VEVENT BEGIN:VEVENT DTSTART;VALUE=DATE:20250318 DTEND;VALUE=DATE:20250320 DTSTAMP:20250117T175821Z CREATED:20241001T135341Z LAST-MODIFIED:20250117T175821Z UID:7736-1742256000-1742428799@nasphq.org SUMMARY:Register Now For The NASP 5th Annual 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/save-the-date-nasp-5th-annual-womens-forum/ LOCATION:NC ATTACH;FMTTYPE=image/jpeg:https://nasphq.org/wp-content/uploads/2024/10/NASP_2025_WF_Reg_Open_Final-min.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250320T080000 DTEND;TZID=America/New_York:20250320T170000 DTSTAMP:20250312T203109Z CREATED:20250312T202407Z LAST-MODIFIED:20250312T203109Z UID:8089-1742457600-1742490000@nasphq.org SUMMARY:Day of Education in Private Equity 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/day-of-education-in-private-equity/ LOCATION:The Ritz-Carlton\, Marina del Rey\, 4375 Admiralty Way\, Marina del Rey\, CA\, 90292 ATTACH;FMTTYPE=image/webp:https://nasphq.org/wp-content/uploads/2025/03/0fd2d3bd9b534d40a7c82cce59c52468_250e3f990872b4ef9b77db09375ca27e-1.webp END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250514T080000 DTEND;TZID=America/New_York:20250514T120000 DTSTAMP:20250430T171709Z CREATED:20250430T171206Z LAST-MODIFIED:20250430T171709Z UID:8357-1747209600-1747224000@nasphq.org SUMMARY:NASP Detroit Presents: Women on Fire in Finance Breakfast Awards Fundraiser 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-on-fire-in-finance-breakfast-awards-fundraiser/ LOCATION:Hilton Columbus Downtown Hotel\, 402 N High St\, Columbus\, OH\, 43215 ATTACH;FMTTYPE=image/jpeg:https://nasphq.org/wp-content/uploads/2025/04/Women-on-Fire-in-Finance-Featured-min.jpg END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20250602T080000 DTEND;TZID=America/New_York:20250604T120000 DTSTAMP:20250708T182330Z CREATED:20241015T201146Z LAST-MODIFIED:20250708T182330Z UID:7763-1748851200-1749038400@nasphq.org SUMMARY:NASP 36th 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/nasp-36th-annual-financial-services-conference/ LOCATION:Hilton Columbus Downtown Hotel\, 402 N High St\, Columbus\, OH\, 43215 ATTACH;FMTTYPE=image/png:https://nasphq.org/wp-content/uploads/2024/10/NASP_FSC2025_Registration_Open_Flyer_1.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20251014T130000 DTEND;TZID=America/New_York:20251015T150000 DTSTAMP:20251107T042134Z CREATED:20250718T152444Z LAST-MODIFIED:20251107T042134Z UID:10386-1760446800-1760540400@nasphq.org SUMMARY:EVENT RECAP: NASP 7th Annual Consultant & Manager 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/save-the-date-nasp-7th-annual-consultant-manager-retreat/ LOCATION:Wells Fargo\, 550 South Tryon Street\, 46th floor\, Charlotte\, NC\, 28202 ATTACH;FMTTYPE=image/png:https://nasphq.org/wp-content/uploads/2025/07/NASP-CR2025-Save-the-Date-Graphic-10.14-10.15.25-1.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20251202T170000 DTEND;TZID=America/New_York:20251202T200000 DTSTAMP:20251117T165505Z CREATED:20251114T203913Z LAST-MODIFIED:20251117T165505Z UID:10632-1764694800-1764705600@nasphq.org SUMMARY:NASP Atlanta Holiday 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-atlanta-holiday-mixer-tuesday-12-2-2025/ LOCATION:Microsoft Atlanta | The Connector\, 170 17th St NW\, Atlanta\, GA\, 30363 ATTACH;FMTTYPE=image/png:https://nasphq.org/wp-content/uploads/2025/11/image.png END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20251204T173000 DTEND;TZID=America/New_York:20251204T173000 DTSTAMP:20251203T152637Z CREATED:20251203T151521Z LAST-MODIFIED:20251203T152637Z UID:10651-1764869400-1764869400@nasphq.org SUMMARY:The Philadelphia Chapter 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/the-philadelphia-chapter-holiday-party/ LOCATION:Xponance\, Inc\, 1845 Walnut St suite 800\, Philadelphia\, PA\, 19103\, United States ATTACH;FMTTYPE=image/jpeg:https://nasphq.org/wp-content/uploads/2025/12/1763505283411.jpeg ORGANIZER;CN="National Association of Securities Professionals (NASP)":MAILTO:mhall@nasphq.org END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20251215T173000 DTEND;TZID=America/New_York:20251215T193000 DTSTAMP:20251203T152521Z CREATED:20251203T152439Z LAST-MODIFIED:20251203T152521Z UID:10654-1765819800-1765827000@nasphq.org SUMMARY:The Chicago Chapter 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/the-chicago-chapter-holiday-party/ LOCATION:The Wit Hotel Grand Ballroom\, 201 N State Street\, Chicago\, IL\, 60601\, United States ATTACH;FMTTYPE=image/jpeg:https://nasphq.org/wp-content/uploads/2025/12/1764619880305.jpeg ORGANIZER;CN="National Association of Securities Professionals (NASP)":MAILTO:mhall@nasphq.org END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260114T160000 DTEND;TZID=America/Los_Angeles:20260114T190000 DTSTAMP:20251114T205432Z CREATED:20251114T204609Z LAST-MODIFIED:20251114T205432Z UID:10636-1768406400-1768417200@nasphq.org SUMMARY:NASP NorCal "Endowments & Foundations" Event at Mercer 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-norcal-endowments-foundations-event-at-mercer-wednesday-1-14-2026/ LOCATION:4 Embarcadero Center\, 4 Embarcadero Center\, Suite 1100\, San Francisco\, CA\, 94111 ATTACH;FMTTYPE=application/pdf:https://nasphq.org/wp-content/uploads/2025/11/NASP-NORCAL-Event-Mercer-Event-1.14.2026-Event-Update-1.pdf END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260225T170000 DTEND;TZID=America/New_York:20260225T200000 DTSTAMP:20260130T170246Z CREATED:20260130T164215Z LAST-MODIFIED:20260130T170246Z UID:10684-1772038800-1772049600@nasphq.org SUMMARY:CELEBRATING BLACK HISTORY MONTH WITH NASP ATLANTA & NASDAQ 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/celebrating-black-history-month-with-nasp-atlanta-nasdaq/ LOCATION:Nasdaq\, 100 Glenridge Point Parkway\, Atlanta\, GA\, 30342 ATTACH;FMTTYPE=image/jpeg:https://nasphq.org/wp-content/uploads/2026/01/NASP-ATL-Feb-25-2026-BHM-Event-Flyer.jpeg END:VEVENT END:VCALENDAR