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2023 Was the Year of AI, and AI is Just Getting Started

Presented by: Shachi Merchant, Zeno Mercer &Todd Rosenbluth
December 08, 2023 at 02:00 PM EST – Length: 60 Minutes
approved for 1.0 CE credits

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An Active Core Plus Fixed Income Strategy for Today’s Volatile Market

Presented by: Donald Ellenberger, Emory Redd, CIMA® & Todd Rosenbluth
December 11, 2023 at 01:00 PM EST – Length: 60 Minutes
approved for 1.0 CE credits

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Positioning income portfolios for success in 2024

Presented by: Garrett Paolella, Troy Cates & Tom Lydon
December 11, 2023 at 02:00 PM EST – Length: 60 Minutes
approved for 1.0 CE credits

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LiveCast: Expanding the High Dividend Portfolio

Presented by: Geoffrey Kelley, CFA & Todd Rosenbluth
December 12, 2023 at 12:30 PM EST – Length: 30 Minutes

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Trends Driving Healthcare Innovation and Investment Opportunity

Presented by: Daniel Omstead, Ph.D., Jason Akus, and Tom Lydon
December 12, 2023 at 01:00 PM EST – Length: 60 Minutes
approved for 1.0 CE credits

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2024 Investment Outlook: Stay on Pause

Presented by: Tim Urbanowicz, CFA & Todd Rosenbluth
December 12, 2023 at 02:00 PM EST – Length: 60 Minutes
approved for 1.0 CE credits

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2024 Market Outlook Sympoisum

Presented by: VettaFi & Partners
December 14, 2023 at 11:00 AM EST – Length: 180 Minutes
approved for 3.0 CE credits

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The Start of the AI Era

Presented by: Shachi Merchant, Zeno Mercer & Todd Rosenbluth
December 15, 2023 at 12:30 PM EST – Length: 60 Minutes

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Don’t Leave Your Portfolio on the Sidelines, Learn the Playbook

Presented by: Brian Levitt, Alessio de Longis, CFA®, Mo Haghbin, CFA®, CAIA & Tom Lydon
December 18, 2023 at 02:00 PM EST – Length: 60 Minutes
approved for 1.0 CE credits

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2024 Midstream/MLP Outlook: Can the Positive Momentum Continue?

Presented by: Paul Baiocchi, CFA, Stacey Morris, CFA, and Todd Rosenbluth
January 10, 2024 at 02:00 PM EST – Length: 60 Minutes
approved for 1.0 CE credits

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Why precision will matter for bond investors in 2024: Join BondBloxx for a fixed income market outlook

Presented by: JoAnne Bianco, CFA & Tom Lydon
January 11, 2024 at 02:00 PM EST – Length: 60 Minutes
approved for 1.0 CE credits

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LiveCast: Quality: An Essential Ingredient to a Healthy Portfolio

Presented by: Tom Hancock & Tom Lydon
January 17, 2024 at 12:30 PM EST – Length: 30 Minutes

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