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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
Alternatives Symposium 2025
Presented by: VettaFi Partners
July 31, 2025 at 11:00 AM EDT – Length: 120 Minutes
approved for 2.0 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
LiveCast: Equity upside with loss aversion options
Presented by: Larry Kriesmer, Alexander Flecker, CFP®, CIMA®, & Kirsten Chang
August 07, 2025 at 12:30 PM EDT – Length: 30 Minutes
Checking MLP/Midstream Fundamentals as 2026 Approaches
Presented by: Paul Baiocchi,* CFA, Stacey Morris, CFA, & Roxanna Islam CFA, CAIA
September 03, 2025 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
Scaling challenges for your practice and how to solve them
Presented by: Kenton Shirk & Todd Rosenbluth
September 25, 2025 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
