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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
ProShares Mid-Year Outlook: All-Time Highs—Now What?
Presented by: Simeon Hyman, CFA, Kieran Kirwan, CAIA, Bryan Gao, CFA & Cinthia Murphy
July 15, 2025 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
What to expect in the second half from AI
Presented by: Patrick Kelly, Kevin Collins & Todd Rosenbluth
July 16, 2025 at 12:30 PM EDT – Length: 30 Minutes
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
The Israel Investment Ecosystem: Building a Portfolio for Pro-Israel Clients
Presented by: Ari Hoffnung, Daniel Frankenstein, Steven Schoenfeld & Todd Rosenbluth
July 22, 2025 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
If you’re allocating to alternatives, you should consider a managed futures ETF
Presented by: Andrew Beer, Mike Pacitto, CFP® CIMA® & Cinthia Murphy
July 23, 2025 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
Office Hours with ROBO Global ETFs
Presented by: Shachi Merchant & Zeno Mercer
July 24, 2025 at 12:30 PM EDT – Length: 30 Minutes
Will US tech equities continue to outperform?
Presented by: John Tinsman & Roxanna Islam, CFA, CAIA
July 25, 2025 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
An Advisor’s Guide to Investing in the Music Industry
Presented by: David Schulhof, Jane Edmondson, & Roxanna Islam, CFA, CAIA
July 29, 2025 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
The Future of Automation and Robotics
Presented by: Morten Paulsen & Zeno Mercer
August 06, 2025 at 04:30 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
