Webinars View All

The Insider’s Edge: Insider Buying and the Enduring Logic of Value

Presented by: John D. Spears, Robert Q. Wyckoff, Jr. & Todd Rosenbluth
May 27, 2025 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits

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What 2025’s Volatility Means for Your Portfolio Strategy

Presented by: Matthew Bartolini, CFA, CAIA, Kaisa Stucke, CFA, Bryan Novak, CAIA & Todd Rosenbluth
May 28, 2025 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits

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LiveCast: Why International Developed Markets Could Weather the Storm

Presented by: Andy Hicks, Paul Baiocchi,* CFA, & Roxanna Islam, CFA, CAIA
May 29, 2025 at 12:30 PM EDT – Length: 30 Minutes

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An alternative path amid unusual markets

Presented by: Joseph LaTurner & Kirsten Chang
May 30, 2025 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits

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Navigating Uncertainty: Consider Free Cash Flow Fundamentals

Presented by: Michael Mack, Lance Humphrey, CFA, & Cinthia Murphy
June 03, 2025 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits

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Origin Exchange: A Low-Fee 1031 Solution for RIAs

Presented by: Michael O’Shea, CFA & Cinthia Murphy
June 04, 2025 at 12:30 PM EDT – Length: 30 Minutes

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High-yield bonds: the case for active management

Presented by: Mike Schlembach, John Roppolo, CIMA, & Kirsten Chang
June 04, 2025 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits

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The dynamic trends shaping robotics, AI, and healthcare

Presented by: Zeno Mercer
June 05, 2025 at 11:00 AM EDT – Length: 60 Minutes
approved for 1.0 CE credits

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The surprising opportunities in faith-based investing

Presented by: Deirdre Gibson, Benjamin Bailey, Mark Regier, & Roxanna Islam, CFA, CAIA
June 06, 2025 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits

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Picking Winners is a Losing Game – Lessons Learned from Moneyball

Presented by: Julian Koski & Kirsten Chang
June 09, 2025 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits

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Seeking high monthly income and tax efficiency in today’s markets

Presented by: Troy Cates, Garrett Paolella, & Todd Rosenbluth
June 10, 2025 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits

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A Novel Solution to S&P 500 Concentration Risk

Presented by: Maurits Pot & Todd Rosenbluth
June 11, 2025 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits

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Manage risk with an active approach

Presented by: Eric Granat, CAIA, Christine Thorpe, & Kirsten Chang
June 12, 2025 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits

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Applying Insider Behavior to Global Value Investing

Presented by: Jason J. Minard, John D. Spears & Todd Rosenbluth
June 16, 2025 at 12:30 PM EDT – Length: 30 Minutes

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Breaking down artificial intelligence

Presented by: Brad Neuman, CFA® & Todd Rosenbluth
June 17, 2025 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits

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The Mind in the Machine, Part One: From Silicon to Sentience—Mapping the AI Supply Chain

Presented by: Rick Brink, CFA, Wentai Xiao, Michael Mathay, CFA, Luke Pryor, & Cinthia Murphy
June 18, 2025 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits

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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

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Upcoming Webinars View All

May 27, 2025 at 02:00 PM EDT - 1.0 CE credit
The Insider’s Edge: Insider Buying and the Enduring Logic of Value
May 28, 2025 at 02:00 PM EDT - 1.0 CE credit
What 2025’s Volatility Means for Your Portfolio Strategy
May 29, 2025 at 12:30 PM EDT
LiveCast: Why International Developed Markets Could Weather the Storm
May 30, 2025 at 02:00 PM EDT - 1.0 CE credit
An alternative path amid unusual markets
June 03, 2025 at 02:00 PM EDT - 1.0 CE credit
Navigating Uncertainty: Consider Free Cash Flow Fundamentals
June 04, 2025 at 12:30 PM EDT
Origin Exchange: A Low-Fee 1031 Solution for RIAs
June 04, 2025 at 02:00 PM EDT - 1.0 CE credit
High-yield bonds: the case for active management
June 05, 2025 at 11:00 AM EDT - 1.0 CE credit
The dynamic trends shaping robotics, AI, and healthcare
June 06, 2025 at 02:00 PM EDT - 1.0 CE credit
The surprising opportunities in faith-based investing
June 09, 2025 at 02:00 PM EDT - 1.0 CE credit
Picking Winners is a Losing Game – Lessons Learned from Moneyball
June 10, 2025 at 02:00 PM EDT - 1.0 CE credit
Seeking high monthly income and tax efficiency in today’s markets
June 11, 2025 at 02:00 PM EDT - 1.0 CE credit
A Novel Solution to S&P 500 Concentration Risk
June 12, 2025 at 02:00 PM EDT - 1.0 CE credit
Manage risk with an active approach
June 16, 2025 at 12:30 PM EDT
Applying Insider Behavior to Global Value Investing
June 17, 2025 at 02:00 PM EDT - 1.0 CE credit
Breaking down artificial intelligence
June 18, 2025 at 02:00 PM EDT - 1.0 CE credit
The Mind in the Machine, Part One: From Silicon to Sentience—Mapping the AI Supply Chain
June 26, 2025 at 11:00 AM EDT - 1.0 CE credit
Midyear Market Outlook Symposium