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LiveCast: How AI Driven Strategies Could Mean Better Returns
Presented by: Ryan Pannell & Lara Crigger
September 26, 2023 at 12:30 PM EDT – Length: 30 Minutes
An Advisor’s Guide to High-Performing Compounders
Presented by: Peter O’Reilly with C WorldWide Asset Management, Paul Herbert, CFA with Harbor Capital Advisors, Inc., and Todd Rosenbluth with VettaFi
September 26, 2023 at 01:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
The Story Behind Moat Investing’s Decade of Dominance vs. the S&P 500
Presented by: Brandon Rakszawski, Andrew Lane & Lara Crigger
September 26, 2023 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
LiveCast: Hedged Equities and Why They Matter Amid Uncertainty
Presented by: Jeff Thomas, CRPC®, Rob Swan & Lara Crigger
September 27, 2023 at 12:30 PM EDT – Length: 30 Minutes
Why Extending Duration Makes Sense Now
Presented by: John Gentry, CFA, Steven Wagner & Todd Rosenbluth
September 27, 2023 at 01:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
Investment potential at the intersection of commodities and emerging markets
Presented by: Robert Minter, CFA, CMT, CAIA, Dan Magnusson & Lara Crigger
September 28, 2023 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
Overlooked and Underappreciated: Finding Yield in Securitized Debt
Presented by: Douglas Gimple with Diamond Hill Capital Management and Todd Rosenbluth with VettaFi
October 03, 2023 at 01:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
Why Now: Seizing Opportunities in Small-Caps
Presented by: Andy Hicks, Paul Baiocchi, CFA, Kevin O'Leary, and Tom Lydon
October 04, 2023 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
Macro update: Navigating a unique business cycle
Presented by: Lara Rhame & Robert Huebscher
October 10, 2023 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
Bonds are back: Time to move cash off the sidelines
Presented by: Daniela Mardarovici, CFA, Paul Matlack & Robert Huebscher
October 12, 2023 at 01:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
Free Cash Flow Yield: Quality at a Reasonable Price
Presented by: Lance Humphrey, CFA, Michael Mack & Lara Crigger
October 12, 2023 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
Right-Sizing China Exposure In Emerging Markets
Presented by: Anthony Sassine, CFA, Jonathan Shelon, CFA & Lara Crigger
October 17, 2023 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
The Importance of Understanding Equities
Presented by: Josh Nelson, Timothy Coyne & Todd Rosenbluth
October 23, 2023 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
Longevity is Changing Retirement: Are You Prepared?
Presented by: John Diehl, CFP®, CLU®, ChFC® & Lara Crigger
October 25, 2023 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
LiveCast: The State of Equities: An Advisor’s Guide
Presented by: James Norungolo, CFA, Chris Murphy, CIMA & Lara Crigger
October 31, 2023 at 12:30 PM EDT – Length: 30 Minutes
