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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
How to position your fixed income given today’s environment
Presented by: Andrew Richman, CTFA & Todd Rosenbluth
May 19, 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
An active approach to meeting the market moment
Presented by: Sandra Testani, CFA, CAIA® & Todd Rosenbluth
May 22, 2025 at 12:30 PM EDT – Length: 30 Minutes
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
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
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
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
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
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
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
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
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
