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Looking beyond large cap growth
Presented by: Frank Cooke, CFA, Tony Svach, & Todd Rosenbluth
April 28, 2025 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
Livecast: How to take indexing to the next level
Presented by: Michael Hagopian, Craig Ebeling, CIMA®, & Kirsten Chang
April 29, 2025 at 12:30 PM EDT – Length: 30 Minutes
Trade Winds and Bond Yields: Navigating the New Market Reality
Presented by: AJ Rivers, CFA, FRM, CAIA, Will Smith, CFA, Scott Schachter & Cinthia Murphy
April 29, 2025 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
Livecast: LDDR: How this bond ladder ETF can help your clients focus on long-term goals
Presented by: Nate Conrad & Todd Rosenbluth
April 30, 2025 at 12:30 PM EDT – Length: 30 Minutes
The Resilient Nature of Free Cash Flow: Strategies for Today’s Modern Investors
Presented by: Michael Mack, Lance Humphrey, CFA, & Cinthia Murphy
April 30, 2025 at 02:00 PM EDT – Length: 60 Minutes
Livecast: Equities amid global uncertainty
Presented by: Brian Navin, Chris Murphy, CIMA, & Roxanna Islam, CFA, CAIA
May 01, 2025 at 12:30 PM EDT – Length: 30 Minutes
Investing in AI: Separating Hype from Reality in the AI Revolution
Presented by: Daniela Rus & Zeno Mercer
May 02, 2025 at 11:00 AM EDT – Length: 60 Minutes
approved for 1.0 CE credits
Less Beta, More Alpha
Presented by: Bob Elliott & Todd Rosenbluth
May 05, 2025 at 12:30 PM EDT – Length: 30 Minutes
Livecast: Why investing in innovation matters now
Presented by: Brad Neuman, CFA® & Todd Rosenbluth
May 06, 2025 at 12:30 PM EDT – Length: 30 Minutes
Income Investment Strategy Symposium
Presented by: VettaFi Partners
May 08, 2025 at 11:00 AM EDT – Length: 120 Minutes
approved for 2.0 CE credits
A New Approach to Managing S&P 500 Concentration Risk
Presented by: Maurits Pot & Cinthia Murphy
May 13, 2025 at 12:30 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
Aligning Your Exposures to the Evolving Landscape
Presented by: Kevin Flanagan, Jeff Weniger, CFA, Samuel Rines & Roxanna Islam, CFA, CAIA
May 14, 2025 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
LiveCast: The State of Midstream/MLPs in Volatile Markets
Presented by: Paul Baiocchi,* CFA, Stacey Morris, CFA, & Kirsten Chang
May 20, 2025 at 12:30 PM EDT – Length: 30 Minutes
Advanced Real Estate Tax Planning – 1031 Exchange & 721 UPREIT
Presented by: Michael O’Shea, CFA & Cinthia Murphy
May 21, 2025 at 02:00 AM 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: 60 Minutes
approved for 1.0 CE credits
