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Purpose & Portfolio: Aligning Client Portfolios with Jewish Values
Presented by: Ari Hoffnung, Amy Kaufman, Stuart Garawitz, & Todd Rosenbluth
June 23, 2025 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
Harvesting Value: Why Natural Resource Equities Belong in Your Portfolio Today
Presented by: Tyler Rosenlicht & Todd Rosenbluth
June 24, 2025 at 01:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
Midyear Market Outlook Symposium
Presented by: VettaFi Partners
June 26, 2025 at 11:00 AM EDT – Length: 120 Minutes
approved for 2.0 CE credits
Investing in an Era of $2 Trillion Deficits and Rising Trade Tensions
Presented by: Andrew Nelson, CFA & Cinthia Murphy
June 27, 2025 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
A New Sleeve for Alternatives: Performance, Liquidity, and Accessibility
Presented by: Joseph LaTurner & Kirsten Chang
June 30, 2025 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
Rediscover the Diversification Potential of Small Caps
Presented by: Christopher Colarik, Tom Harvey & Cinthia Murphy
July 02, 2025 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
Why Bitcoin belongs in your portfolio
Presented by: James Butterfill, Matthew Kimmell & Roxanna Islam, CFA, CAIA
July 09, 2025 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
Beyond College Planning: Preparing Client Families for the AI Revolution
Presented by: Illah Nourbakhsh & Zeno Mercer
July 10, 2025 at 11:00 AM EDT – Length: 60 Minutes
approved for 1.0 CE credits
An active approach to finding opportunity in volatility
Presented by: Petra Bakosova, Euan Sinclair, & Cinthia Murphy
July 17, 2025 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
