Virtual Events
Educational webcasts from industry experts
Upcoming Virtual Events:
Accessing MLPs Through an Exchange-Traded Note
Presented by: Stacey Morris, CFA & Michael Lanigan
June 04, 2026 at 02:00 PM EDT – Length: 30 Minutes
Rethinking Tax-Efficient Income Generation
Presented by: Troy Cates, Garrett Paolella, & Cinthia Murphy
June 08, 2026 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, ETF Institute User ID, The American College of Financial Services ID, and Live
approved for 1.0 CE credits
Why Now is the REIT Moment
Presented by: Karl Zeller, Nick Tannura, & Roxanna Islam, CFA, CAIA
June 09, 2026 at 12:30 PM EDT – Length: 30 Minutes
Activating fixed income portfolios
Presented by: Justin Danfield, CFA & Roxanna Islam, CFA, CAIA
June 11, 2026 at 12:30 PM EDT – Length: 30 Minutes
Variable annuities, income riders, and retirement income innovations
Presented by: Alex Samoila, Wade D. Pfau, Ph.D., CFA, RICP, Christopher Funk & Kirsten Chang
June 12, 2026 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, ETF Institute User ID, The American College of Financial Services ID, and Live
approved for 1.0 CE credits
BCSM: Where Small-Cap Upside Meets Large-Cap Stability in an Active ETF
Presented by: Randy Gwirtzman & Roxanna Islam, CFA, CAIA
June 15, 2026 at 12:30 PM EDT – Length: 30 Minutes
Bitcoin, Bitcoin Mining, and Digital Power
Presented by: James Butterfill, Matthew Kimmell, & Kirsten Chang
June 22, 2026 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, ETF Institute User ID, The American College of Financial Services ID, and Live
approved for 1.0 CE credits
When Markets Diverge: Finding Opportunity with Free Cash Flow
Presented by: Lance Humphrey, CFA & Michael Mack
June 23, 2026 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, ETF Institute User ID, The American College of Financial Services ID, and Live
approved for 1.0 CE credits
2026 Midyear Market Outlook Symposium
Presented by: VettaFi Partners
June 25, 2026 at 11:00 AM EDT – Length: 120 Minutes
Pending CE-approval
approved for 2.0 CE credits
The Quiet Boom in Autocallable ETFs
Presented by: Will Rhind & Cinthia Murphy
June 26, 2026 at 02:00 PM EDT – Length: 60 Minutes
Pending CE-approval
approved for 1.0 CE credits
The S&P 500 Buyback Aristocrats: Quality Through Consistency
Presented by: Simeon Hyman, CFA, Kieran Kirwan, CAIA, & Cinthia Murphy
June 29, 2026 at 02:00 PM EDT – Length: 60 Minutes
Pending CE-approval
approved for 1.0 CE credits
Why Munis Matter in 2026
Presented by: Danny Schwab*, Greg Steier, Craig Schwalb, & Roxanna Islam, CFA, CAIA
June 30, 2026 at 02:00 PM EDT – Length: 60 Minutes
Pending CE-approval
approved for 1.0 CE credits
The Robot in the Room: Physical AI, Humanoids, and the Careers Your Clients' Kids Will Actually Have
Presented by: Illah Nourbakhsh & Zeno Mercer
July 16, 2026 at 11:00 AM EDT – Length: 60 Minutes
Pending CE-approval
approved for 1.0 CE credits
Automating America: The New Wave of Robotics Demand
Presented by: Morten Paulsen & Zeno Mercer
August 11, 2026 at 04:00 PM EDT – Length: 60 Minutes
Pending CE-approval
approved for 1.0 CE credits
The importance of hedging foreign currency exposure in your equity portfolio
Presented by: Daniel McCabe, Stuart Thomas & Kirsten Chang
August 31, 2026 at 12:30 PM EDT – Length: 30 Minutes
2027 Market Outlook Symposium
Presented by: VettaFi Partners
November 12, 2026 at 11:00 AM EST – Length: 60 Minutes
Pending CE-approval
approved for 1.0 CE credits
On-demand Virtual Events:
Texas: Home to Innovation, Energy, and the Future of Investing
Presented by: Robert Marrocco, Carlos Pena, Stacey Morris, CFA & Roxanna Islam, CFA, CAIA
June 03, 2026 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
Honoring the past, looking to the future
Presented by: Daniel C. Chung, CFA® & Cinthia Murphy
June 02, 2026 at 12:30 PM EDT – Length: 30 Minutes
Investing as Nuclear Moves from Chalkboards to Construction Sites
Presented by: Lauren Hein, Steffan Szumowski, & Stacey Morris, CFA
June 01, 2026 at 02:00 PM EDT – Length: 50 Minutes
The MLP Outlook for 2H26 and Beyond
Presented by: Michael Lanigan & Stacey Morris, CFA
June 01, 2026 at 12:30 PM EDT – Length: 30 Minutes
Currencies Matter with International Investing
Presented by: Daniel McCabe, Stuart Thomas, & Kirsten Chang
May 22, 2026 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
Beyond the Price Spike: Implications for Midstream/MLPs from the Iran War
Presented by: Stacey Morris, CFA, Danny Schwab & Roxanna Islam, CFA, CAIA
May 21, 2026 at 12:30 PM EDT – Length: 30 Minutes
Sector Opportunities in Focus: Earnings, Flows, and the Macro Crosscurrents
Presented by: Matthew Bartolini, CFA, CAIA, Anqi Dong, CFA, CAIA, Kevin Abbott & Todd Rosenbluth
May 20, 2026 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
AI: Investing Beyond the Headlines
Presented by: Dr. Ankur Crawford & Cinthia Murphy
May 19, 2026 at 12:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
Rewriting the income playbook
Presented by: Will Rhind & Kirsten Chang
May 14, 2026 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
Robotics as a Service: The Business Model Reshaping Automation
Presented by: Zeno Mercer & Wyatt Newman, PhD
May 13, 2026 at 11:00 AM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
Hard Assets in a Hard World: Commodities in the Era of Geopolitical Risk
Presented by: Douglas Daly, CFA, Nelson Louie, Paul Baiocchi, CFA, & Roxanna Islam, CFA, CAIA
May 12, 2026 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
Expanding Access: Unlocking Select Drivers of Private Equity Returns with Public Securities
Presented by: Oliver Bunn, Sarah Rich, Marissa Ansell, Todd Rosenbluth, & Ben Hernandez
May 11, 2026 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
Inside Baron Capital: Investment Philosophy and ETF Expansion
Presented by: Matt Camuso & Cinthia Murphy
May 07, 2026 at 12:30 PM EDT – Length: 30 Minutes
Where does gold fit in portfolios today?
Presented by: Aakash Doshi, Bradley R. Jenkins, CFP®, Keith Buchanan, CFA & Todd Rosenbluth
May 06, 2026 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
Private Credit Goes Mainstream: What Advisors Need to Know
Presented by: Christopher T. Getter & Roxanna Islam, CFA, CAIA
May 05, 2026 at 12:30 PM EDT – Length: 30 Minutes
Beyond the headlines: how bitcoin actually fits in client portfolios
Presented by: Calvin Tintle, Matthew Kimmel & Kirsten Chang
May 04, 2026 at 12:30 PM EDT – Length: 30 Minutes
On-demand
approved for 0.0 CE credits
The efficient core: How to set your portfolio up for success in today’s environment
Presented by: Andrew Okrongly, CFA, Jeff Weniger, CFA & Kirsten Chang
May 01, 2026 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
Q2 Market Outlook Symposium
Presented by: VettaFi Partners
April 30, 2026 at 11:00 AM EDT – Length: 90 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.5 CE credits
Focused exposure to the AI value-chain
Presented by: Anjali Bastianpillai, Seiji Nishimura, & Kirsten Chang
April 27, 2026 at 12:30 PM EDT – Length: 30 Minutes
Beyond the Style Box: Finding Quality Companies with Free Cash Flow
Presented by: Lance Humphrey, CFA, Michael Mack, & Todd Rosenbluth
April 23, 2026 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
Asset Allocation Summit
Presented by: VettaFi + Nasdaq
April 21, 2026 at 11:00 AM EDT – Length: 55 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
Physical Intelligence: The Next Frontier in AI and Robotics
Presented by: Zeno Mercer & Daniela Rus
April 21, 2026 at 11:00 AM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
Thinking about a Section 351 conversion? Here’s what you need to know
Presented by: Brittany Christensen & Cinthia Murphy
April 20, 2026 at 12:30 PM EDT – Length: 30 Minutes
How Energy Demand Will Drive Real Estate and Infrastructure Needs
Presented by: Karl Zeller, Danny Schwab, & Roxanna Islam, CFA, CAIA
April 16, 2026 at 12:30 PM EDT – Length: 30 Minutes
When Markets Rebound, Will Your Covered Call Strategy Keep Up?
Presented by: Simeon Hyman, CFA, Kieran Kirwan, CAIA, & Roxanna Islam, CFA, CAIA
April 14, 2026 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
Concentration Risk is Rising. Now What?
Presented by: Carlos Diez, Paul Baiocchi,* CFA, & Cinthia Murphy
April 07, 2026 at 12:30 PM EDT – Length: 30 Minutes
Navigating Uncertainty: An Advisor’s Guide to Active Fixed Income ETFs
Presented by: Alexa Gordon, Manav Shah, CFA & Todd Rosenbluth
April 06, 2026 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
The Technology Landscape: How Investors Can Think Long-Term Amid the AI Revolution
Presented by: Michael Lippert & Cinthia Murphy
April 02, 2026 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
A New Dawn for Non-US Stocks? Rethinking Equity Allocations
Presented by: Brian Holland, Casey Hatch, & Roxanna Islam
April 01, 2026 at 12:30 PM EDT – Length: 30 Minutes
DUSA: A Top Performing large cap value ETF built for today
Presented by: Dodd Kittsley & Cinthia Murphy
March 31, 2026 at 12:30 PM EDT – Length: 30 Minutes
Uncapped Upside. Defined Floor.
Presented by: Larry Kriesmer, Alexander Flecker, CFP®, CIMA®, & Kirsten Chang
March 30, 2026 at 12:30 PM EDT – Length: 30 Minutes
The Electrification of Everything: How a Massive Increase in Electricity Demand will Re-Shape your Portfolio
Presented by: Paul Baiocchi,* CFA, Mark McLain, & Roxanna Islam, CFA, CAIA
March 25, 2026 at 02:00 PM EDT – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
Modernization without Reinvention: How to use 351 ETF Conversions
Presented by: Brittany Christensen & Cinthia Murphy
March 23, 2026 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
The Rise of Active Management
Presented by: Craig Ebeling, CIMA® & Todd Rosenbluth
March 23, 2026 at 12:30 PM EDT – Length: 30 Minutes
Nuclear Power is on the Rise. Is Your Portfolio Ready?
Presented by: Steffan Szumowski & Stacey Morris, CFA
March 19, 2026 at 12:30 PM EDT – Length: 30 Minutes
ETF Market Autopsy of 2025 and What to Expect in 2026
Presented by: Craig Ebeling, CIMA® & Roxanna Islam, CFA, CAIA
March 12, 2026 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
What Private Credit ETFs Mean for Your Retirement Investments
Presented by: Christopher T. Getter & Kirsten Chang
March 12, 2026 at 12:30 PM EDT – Length: 30 Minutes
The AI Buildout, Opportunities, and What’s Different This Time
Presented by: Patrick Kelly, CFA & Cinthia Murphy
March 11, 2026 at 12:30 PM EDT – Length: 30 Minutes
The Income Breakthrough: First Ever Autocallable Single Stock ETFs
Presented by: William Rhind & Todd Rosenbluth
March 10, 2026 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
Power Demand, Data Centers, and the Case for Energy Infrastructure
Presented by: Stacey Morris, CFA, Danny Schwab, & Roxanna Islam, CFA, CAIA
March 05, 2026 at 12:30 PM EST – Length: 30 Minutes
How to Find Value and Compound Wealth in Today’s Market
Presented by: Chris Davis & Todd Rosenbluth
March 03, 2026 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
2026 – The Year of Crypto Utility. What to Make of Tokenization, Stablecoins and more
Presented by: Matthew Kimmell, Luke Nolan & Cinthia Murphy
March 02, 2026 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
From Income to Impact: Advanced Tax Strategies for the High-Net-Worth InvestorCody Parks
Presented by: Cody Parks, Evan Wrinkle & Todd Rosenbluth
February 27, 2026 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
The State of the AI Revolution
Presented by: Brad Neuman, CFA® & Cinthia Murphy
February 26, 2026 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
Do more for your core: An advisor’s guide to sector investing
Presented by: Matthew Bartolini, CFA, CAIA, Anqi Dong, CFA, CAIA & Todd Rosenbluth
February 25, 2026 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
Has AI Created a Free Cash Flow Problem? Finding Quality at a Discount
Presented by: Michael Mack, Thomas Allman, & Todd Rosenbluth
February 23, 2026 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
Beyond Bitcoin
Presented by: Simeon Hyman, CFA, Glenn Williams, Jr., CMT & Cinthia Murphy
February 19, 2026 at 12:30 PM EST – Length: 30 Minutes
Income Strategies: Navigating Corporate Credit Ratings with ETFs
Presented by: JoAnne Bianco, CFA & Roxanna Islam, CFA, CAIA
February 18, 2026 at 12:30 PM EST – Length: 30 Minutes
REITs are Recovering: Here’s What to do Next
Presented by: Karl Zeller*, Nick Tannura, & Roxanna Islam, CFA, CAIA
February 17, 2026 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
Navigating the New Fixed Income Landscape
Presented by: Gregory Khost, Brett Cornwell, CFA, Marko Kuzet, & Cinthia Murphy
February 11, 2026 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
Why investors need to think about concentration risk
Presented by: Kyle Kleckner, CFA, Alex Bond, Danny Schwab, & Roxanna Islam, CFA, CAIA
February 05, 2026 at 12:30 PM EST – Length: 30 Minutes
On-demand
approved for 0.0 CE credits
Winter Symposium
Presented by: VettaFi Partners
January 29, 2026 at 11:00 AM EST – Length: 90 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.5 CE credits
Emerging market debt remains compelling
Presented by: Mary-Therese Barton, Christopher Preece, & Roxanna Islam, CFA, CAIA
January 26, 2026 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
Nuclear’s potential amid climate transition
Presented by: Tim Rotolo & Stacey Morris, CFA
January 22, 2026 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
Redefining core fixed income exposure in today’s market
Presented by: Pete Brown, CFA & Roxanna Islam, CFA, CAIA
January 21, 2026 at 12:30 PM EST – Length: 30 Minutes
Beyond Bitcoin: The Crypto Trends Advisors Are Leaning Into Next
Presented by: Carlie Donovan, Juan Leon & Todd Rosenbluth
January 20, 2026 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
How to find pure play approaches to drone technology
Presented by: Kevin Gopaul & Todd Rosenbluth
January 16, 2026 at 02:00 PM EST – Length: 60 Minutes
CFP®, CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
What’s in the Pipeline for MLPs/Midstream in 2026?
Presented by: Stacey Morris, CFA, Paul Baiocchi, CFA, & Roxanna Islam, CFA, CAIA
January 14, 2026 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
Active thematic equities: targeting the growth potential of megatrends
Presented by: Stephen Freedman, PhD, CFA, FRM, Benjamin Becker, CFA & Roxanna Islam, CFA, CAIA
January 13, 2026 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
ProShares 2026 Market Outlook: Not a Replay of Y2K
Presented by: Simeon Hyman, CFA, Kieran Kirwan, CAIA, Bryan Gao, CFA, & Todd Rosenbluth
January 12, 2026 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
The indicators driving the 2026 outlook
Presented by: Euan Sinclair, Aishvi Shah, & Cinthia Murphy
January 07, 2026 at 12:30 PM EST – Length: 30 Minutes
What the December FOMC Meeting Means for 2026
Presented by: Jeremy Schwartz, CFA, Kevin Flanagan, Jeff Weniger, CFA, & Cinthia Murphy
December 17, 2025 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
When Growth Runs Hot: Why Free Cash Flow Is the Signal, Not the Noise
Presented by: Lance Humphrey, CFA, Michael Mack & Todd Rosenbluth
December 16, 2025 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
What Advisors Need to Know About Retirement Industry Shifts
Presented by: Michael Doshier, Greg Bailey, Mary Kate Clement & Todd Rosenbluth
December 15, 2025 at 03:30 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
Commodities: A 360° View of Today’s Investment Opportunities
Presented by: Robert Minter, CFA, CMT, CAIA, Jim Wiederhold, Dan Magnusson & Roxanna Islam, CFA, CAIA
December 10, 2025 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
2026 Market Outlook Symposium
Presented by: VettaFi Partners
December 09, 2025 at 11:00 AM EST – Length: 120 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 2.5 CE credits
When Markets Rally, Why Do So Many Covered Call ETFs Fall Behind?
Presented by: Simeon Hyman, CFA, Kieran Kirwan, CAIA & Cinthia Murphy
December 04, 2025 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
Understanding Today’s Crypto Landscape: Bitcoin and Beyond
Presented by: James Butterfill, Matthew Kimmell & Roxanna Islam, CFA, CAIA
December 03, 2025 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
Year-End Repositioning: Navigating Uncertain Markets Priced for Perfection
Presented by: Marc Odo, CFA®, FRM®, CAIA®, FDP®, CIPM®, CFP®, Rob Swan, Chris Hausman, CMT®, CAIA®, & Roxanna Islam, CFA, CAIA
December 02, 2025 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
Active investing is getting supercharged by AI
Presented by: David Wright & Roxanna Islam CFA, CAIA
November 20, 2025 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
An Advisor’s Guide to the 2026 Market Outlook
Presented by: Matthew Bartolini, CFA, CAIA, Eric Biegeleisen, CFA, Gary Stringer, CFA & Todd Rosenbluth
November 19, 2025 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
Rethinking diversification strategies
Presented by: Timothy C. Murray, CFA, Brian McMullen, & Cinthia Murphy
November 19, 2025 at 12:30 PM EST – Length: 30 Minutes
On-demand
approved for 0.0 CE credits
Positioning Income Portfolios for Year-End and Beyond
Presented by: Troy Cates, Garrett Paolella, & Todd Rosenbluth
November 18, 2025 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
Grow AUM with DST & 721 Strategies
Presented by: Mike Auerbach & Todd Rosenbluth
November 14, 2025 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
Investing Beyond the Agg
Presented by: Andrew Szczurowski, CFA, Justin Bourgette, CFA, Brian Shaw, CFA, Chip Driscoll, CFA & Roxanna Islam, CFA, CAIA
November 14, 2025 at 01:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
How to Approach Today’s Unique Late-Cycle Market
Presented by: Jeff Weniger, CFA, Kevin Flanagan & Cinthia Murphy
November 13, 2025 at 12:30 PM EST – Length: 30 Minutes
On-demand
approved for 0.0 CE credits
MLP Spotlight: Energy Transfer on Natural Gas Opportunities and More
Presented by: Bill Baerg, Stacey Morris & Paul Baiocchi, CFA
November 12, 2025 at 12:30 PM EST – Length: 30 Minutes
On-demand
approved for 0.0 CE credits
Beyond Covered Calls: How Autocallable ETFs Are Redefining Tax-Efficient Income Generation
Presented by: Matt Kaufman & Cinthia Murphy
November 10, 2025 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
Now & Later: Phases of AI and Its Real-World Applications
Presented by: Wyatt Newman, PhD & Zeno Mercer
November 10, 2025 at 11:00 AM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
Building Tax-Advantaged Income Portfolios with Private Real Estate
Presented by: Michael O’Shea, CFA & Roxanna Islam, CFA, CAIA
November 06, 2025 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
How to think beyond standard diversification strategies
Presented by: Sébastien Page, CFA, TIm Coyne, & Todd Rosenbluth
November 05, 2025 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
Why nuclear power has tailwinds
Presented by: Tim Rotolo & Stacey Morris, CFA
November 03, 2025 at 02:00 PM EST – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
Concentrated Equity: A Focused Approach to Growth
Presented by: Dr. Ankur Crawford & Todd Rosenbluth
November 03, 2025 at 12:30 PM EST – Length: 30 Minutes
Unlocking Opportunities in the U.S. & Beyond
Presented by: Jeff Weniger, CFA, Kevin Flanagan & Cinthia Murphy
October 30, 2025 at 02:00 PM EDT – Length: 60 Minutes
From Trade Shocks to Rate Clarity—Positioning Fixed Income Now
Presented by: AJ Rivers, CFA, FRM, CAIA, Scott Schachter, Will Smith, CFA & Cinthia Murphy
October 29, 2025 at 02:00 PM EDT – Length: 60 Minutes
AI to Gold: Generating Income in a Lower Rate World
Presented by: Howard Chan & Todd Rosenbluth
October 29, 2025 at 01:00 PM EDT – Length: 60 Minutes
Going global: an advisor’s guide to looking beyond the US
Presented by: Matt Burdett & Todd Rosenbluth
October 27, 2025 at 02:00 PM EDT – Length: 60 Minutes
An advisor’s guide to securitized assets
Presented by: Greg Finck, Andrew Szczurowski, CFA, Chip Driscoll, CFA, Erin Glenn, & Cinthia Murphy
October 24, 2025 at 02:00 PM EDT – Length: 60 Minutes
Breaking down the biggest Bitcoin myths
Presented by: James Butterfill, Matthew Kimmell, & Roxanna Islam, CFA, CAIA
October 23, 2025 at 02:00 PM EDT – Length: 60 Minutes
The soaring space sector: investment opportunities in the space industry
Presented by: Andrew Chanin, Micah Walter-Range, Jane Edmondson, & Cinthia Murphy
October 21, 2025 at 02:00 PM EDT – Length: 60 Minutes
Options-based solutions structured for today's market challenges
Presented by: Craig Ebeling, CIMA®, Rob Mouritsen & Roxanna Islam, CFA, CAIA
October 21, 2025 at 12:30 PM EDT – Length: 30 Minutes
Private REITs, Redefined: The Smarter Structure for Long-Term Client Success
Presented by: David Pittman, CAIA, CIMA® & Roxanna Islam, CFA, CAIA
October 16, 2025 at 02:00 PM EDT – Length: 60 Minutes
Thinking about income allocations in today’s environment
Presented by: Kevin Flanagan, Andrew Okrongly, CFA, & Cinthia Murphy
October 15, 2025 at 12:30 PM EDT – Length: 30 Minutes
The Innovation Economy: How AI Is Driving Change
Presented by: Dr. Ankur Crawford & Todd Rosenbluth
October 14, 2025 at 02:00 PM EDT – Length: 60 Minutes
How to navigate a challenging rate environment
Presented by: Franco Ditri, CFA, Timothy Gilligan, CFA®, & Roxanna Islam, CFA, CAIA
October 14, 2025 at 12:30 PM EDT – Length: 30 Minutes
Mixed Signals: Income Strategies for an Uncertain Rate Environment
Presented by: Simeon Hyman, CFA, Kieran Kirwan, CAIA, & Cinthia Murphy
October 09, 2025 at 02:00 PM EDT – Length: 60 Minutes
An active approach to the securitized market
Presented by: David Bees, CFA, Brad Feeley, CIMA®, CETF®, & Todd Rosenbluth
October 08, 2025 at 02:00 PM EDT – Length: 60 Minutes
The Three-Body Framework: Artificial Intelligence, Human & Robotic Health
Presented by: Rafael Silva & Zeno Mercer
October 08, 2025 at 11:00 AM EDT – Length: 60 Minutes
Why advisors are turning to active options strategies
Presented by: Marc Odo, CFA®, FRM®, CAIA®, FDP®, CIPM®, CFP®, Rob Swan, Chris Hausman, CMT®, CAIA® & Roxanna Islam, CFA, CAIA
October 07, 2025 at 02:00 PM EDT – Length: 60 Minutes
Global Natural Resources: Underinvestment Meets Insatiable Demand
Presented by: Paul Baiocchi, CFA, Douglas Daly, CFA & Cinthia Murphy
October 07, 2025 at 01:00 PM EDT – Length: 60 Minutes
How to generate income in a challenging environment
Presented by: George Bory, CFA & Todd Rosenbluth
October 06, 2025 at 02:00 PM EDT – Length: 60 Minutes
Building the Future: The Case for Infrastructure as a Secular Investment Theme
Presented by: Matt Camuso, Brock Campbell, CFA & Roxanna Islam, CFA, CAIA
October 03, 2025 at 02:00 PM EDT – Length: 60 Minutes
AI, Valuations, and Concentration Risks: Why Free Cash Flow Matters More Than Ever
Presented by: Michael Mack & Roxanna Islam, CFA, CAIA
October 03, 2025 at 12:30 PM EDT – Length: 30 Minutes
Avoid the losers: A smarter way to manage portfolio risk
Presented by: Julian Koski & Cinthia Murphy
September 26, 2025 at 02:00 PM EDT – Length: 60 Minutes
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
An advisor’s guide to mitigating risk: gold, defense and the Fear Trade
Presented by: Frank Holmes & Cinthia Murphy
September 25, 2025 at 01:00 PM EDT – Length: 60 Minutes
Product due diligence session: The Future of Income is Here: Autocallable Income in an ETF Wrapper
Presented by: Matt Kaufman, Jordan Rosenfeld, & Roxanna Islam, CFA, CAIA
September 23, 2025 at 12:30 PM EDT – Length: 30 Minutes
Mapping the Future of Robotics for Investors: Humanoids in a Multi-Form Factor World
Presented by: Dr. Henrik I. Christensen & Zeno Mercer
September 23, 2025 at 11:00 AM EDT – Length: 60 Minutes
Uncertainty abounds - how can you adjust your portfolio?
Presented by: Ryan Krystopowicz, CFA, Lauren Pfendt & Cinthia Murphy
September 22, 2025 at 02:00 PM EDT – Length: 60 Minutes
Q3 Fixed Income Symposium 2025
Presented by: VettaFi Partners
September 18, 2025 at 11:00 PM EDT – Length: 120 Minutes
How to prepare your portfolio amid uncertainty
Presented by: Matthew Bartolini, CFA, CAIA, Bradley R. Jenkins, CFP®, Joseph Hosler, CFA, Robert Kuftinec & Todd Rosenbluth
September 15, 2025 at 02:00 PM EDT – Length: 60 Minutes
The Case for Private Credit in Today’s Modern Client Portfolio
Presented by: Tom Briney & Roxanna Islam, CFA, CAIA
September 11, 2025 at 02:00 PM EDT – Length: 60 Minutes
Navigating fixed income amid uncertainty
Presented by: Arif Husain, Tim Coyne, & Todd Rosenbluth
September 10, 2025 at 02:00 PM EDT – Length: 60 Minutes
CIMA®, CPWA®, CIMC®, RMA®, CIPM®, CFA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®, CFP® On-demand, ETF Institute User ID, The American College of Financial Services ID, and On-demand
approved for 1.0 CE credits
A New Solution for Managing S&P 500 Concentration Risk
Presented by: Maurits Pot & Cinthia Murphy
September 09, 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
Product due diligence session: Equal sector weighting: a new way to look at the S&P 500
Presented by: Kyle Kleckner, CFA, Paul Baiocchi,* CFA, & Cinthia Murphy
September 02, 2025 at 12:30 PM EDT – Length: 30 Minutes
What growing electrical demand means for your portfolio
Presented by: Mark McLain, Paul Baiocchi,* CFA, & Cinthia Murphy
August 28, 2025 at 02:00 PM EDT – Length: 60 Minutes
The VettaFi Voices unpack the latest ETF news
Presented by: Todd Rosenbluth, Cinthia Murphy & Roxanna Islam, CFA, CAIA
August 21, 2025 at 12:30 PM EDT – Length: 30 Minutes
Two approaches to Bitcoin exposure
Presented by: Calvin Tintle, Matthew Kimmel & Cinthia Murphy
August 13, 2025 at 12:30 PM EDT – Length: 30 Minutes
Revisiting the MLP/Midstream Investment Case as AMLP Turns 15
Presented by: Paul Baiocchi,* CFA, Stacey Morris, CFA, & Roxanna Islam, CFA, CAIA
August 12, 2025 at 12:30 PM EDT – Length: 30 Minutes
Product due diligence session: 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
The Future of Automation and Robotics
Presented by: Morten Paulsen & Zeno Mercer
August 06, 2025 at 04:30 PM EDT – Length: 60 Minutes
Alternatives Symposium 2025
Presented by: VettaFi Partners
July 31, 2025 at 11:00 AM EDT – Length: 120 Minutes
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
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
Office Hours with ROBO Global ETFs
Presented by: Shachi Merchant & Zeno Mercer
July 24, 2025 at 12:30 PM EDT – Length: 30 Minutes
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
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
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
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
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
Why Bitcoin belongs in your portfolio
Presented by: James Butterfill, Matthew Kimmell & Roxanna Islam, CFA, CAIA
July 09, 2025 at 02:00 PM EDT – Length: 60 Minutes
Rediscover the Diversification Potential of Small Caps
Presented by: Christopher Colarik, Tom Harvey & Cinthia Murphy
July 02, 2025 at 02:00 PM EDT – Length: 60 Minutes
A Popular Structured Note Strategy Makes Its ETF Debut
Presented by: Matt Kaufman & Roxanna Islam, CFA, CAIA
July 01, 2025 at 01:00 PM EDT – Length: 60 Minutes
A New Sleeve for Alternatives: Performance, Liquidity, and Accessibility
Presented by: Joseph LaTurner & Kirsten Chang
June 30, 2025 at 02:00 PM EDT – Length: 60 Minutes
Investing in an Era of $2 Trillion Deficits and Rising Trade Tensions
Presented by: Andrew Nelson, CFA & Cinthia Murphy
June 27, 2025 at 02:00 PM EDT – Length: 60 Minutes
Midyear Market Outlook Symposium
Presented by: VettaFi Partners
June 26, 2025 at 11:00 AM EDT – Length: 120 Minutes
Harvesting Value: Why Natural Resource Equities Belong in Your Portfolio Today
Presented by: Tyler Rosenlicht & Todd Rosenbluth
June 24, 2025 at 01:00 PM EDT – Length: 60 Minutes
Purpose & Portfolio: Aligning Client Portfolios with Jewish Values
Presented by: Ari Hoffnung, Amy Kaufman, Stuart Garawitz, & Todd Rosenbluth
June 23, 2025 at 02:00 PM EDT – Length: 60 Minutes
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, & Todd Rosenbluth
June 18, 2025 at 02:00 PM EDT – Length: 60 Minutes
Breaking down artificial intelligence
Presented by: Brad Neuman, CFA® & Todd Rosenbluth
June 17, 2025 at 02:00 PM EDT – Length: 60 Minutes
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
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
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
The dynamic trends shaping robotics, AI, and healthcare
Presented by: Zeno Mercer
June 05, 2025 at 11:00 AM EDT – Length: 60 Minutes
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
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
An alternative path amid unusual markets
Presented by: Joseph LaTurner & Kirsten Chang
May 30, 2025 at 02:00 PM EDT – Length: 60 Minutes
Product due diligence session: 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
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
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
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
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
Product due diligence session: 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
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
A New Approach to Managing S&P 500 Concentration Risk
Presented by: Maurits Pot & Cinthia Murphy
May 13, 2025 at 12:30 PM EDT – Length: 60 Minutes
Income Investment Strategy Symposium
Presented by: VettaFi Partners
May 08, 2025 at 11:00 AM EDT – Length: 120 Minutes
Livecast: Why investing in innovation matters now
Presented by: Brad Neuman, CFA® & Todd Rosenbluth
May 06, 2025 at 12:30 PM EDT – Length: 30 Minutes
Investing in AI: Separating Hype from Reality in the AI Revolution
Presented by: Daniela Rus & Zeno Mercer
May 02, 2025 at 11:00 AM EDT – Length: 60 Minutes
Livecast: Equities amid global uncertainty
Presented by: Brian Navin, Chris Murphy, CIMA, & Roxanna Islam, CFA, CAIA
May 01, 2025 at 12:30 PM EDT – Length: 30 Minutes
The Resilient Nature of Free Cash Flow: Strategies for Today’s Modern Investors
Presented by: Michael Mack, Lance Humphrey, CFA, & Cinthia Murphy
April 30, 2025 at 02:00 PM EDT – Length: 60 Minutes
Trade Winds and Bond Yields: Navigating the New Market Reality
Presented by: AJ Rivers, CFA, FRM, CAIA, Will Smith, CFA, Scott Schachter & Cinthia Murphy
April 29, 2025 at 02:00 PM EDT – Length: 60 Minutes
Livecast: How to take indexing to the next level
Presented by: Michael Hagopian, Craig Ebeling, CIMA®, & Kirsten Chang
April 29, 2025 at 12:30 PM EDT – Length: 30 Minutes
Looking beyond large cap growth
Presented by: Frank Cooke, CFA, Tony Svach, & Todd Rosenbluth
April 28, 2025 at 02:00 PM EDT – Length: 60 Minutes
Finding an all weather income solution
Presented by: William Rhind, Michael Gayed, & Todd Rosenbluth
April 25, 2025 at 02:00 PM EDT – Length: 60 Minutes
Staying active: Uncovering opportunities in municipal bond markets
Presented by: Gregory Gizzi & Cinthia Murphy
April 24, 2025 at 02:00 PM EDT – Length: 60 Minutes
Equity strategies amid global uncertainty
Presented by: Josh Nelson, Timothy Coyne, & Cinthia Murphy
April 23, 2025 at 02:00 PM EDT – Length: 60 Minutes
Innovation: The Most Powerful Force in the Global Economy?
Presented by: Brad Neuman, CFA® & Todd Rosenbluth
April 22, 2025 at 02:00 PM EDT – Length: 60 Minutes
Office Hours with ROBO Global ETFs
Presented by: Zeno Mercer & Shachi Merchant
April 17, 2025 at 12:30 PM EDT – Length: 30 Minutes
Improve upon indexing: market considerations and a thoughtful alternative to passive
Presented by: Craig Ebeling, CIMA®, Michael Hagopian, Denise Chisholm, & Kirsten Chang
April 16, 2025 at 12:00 PM EDT – Length: 60 Minutes
How bond ladders can offer retirees reliable income
Presented by: Nate Conrad & Todd Rosenbluth
April 09, 2025 at 02:00 PM EDT – Length: 60 Minutes
Harnessing the unique powers of commodities
Presented by: Kevin Baum, CFA, CAIA, Paul Baiocchi, CFA, & Kirsten Chang
April 09, 2025 at 12:30 PM EDT – Length: 30 Minutes
Navigating Market Volatility in 2025
Presented by: John McNamara, Brendan Ahern, and Kirsten Chang
April 04, 2025 at 01:00 PM EDT – Length: 60 Minutes
Market Insights: Q1 Performance and Innovation
Presented by: Zeno Mercer
April 04, 2025 at 11:00 AM EDT – Length: 60 Minutes
Market-Proof Your Portfolio with Timely Protection Strategies
Presented by: Scott Becker, CFA & Roxanna Islam, CFA, CAIA
April 01, 2025 at 01:00 PM EDT – Length: 60 Minutes
Flexibility Amidst Uncertainty: The Power of Quarterly Buffer ETFs™
Presented by: Andrew Nelson, CFA, & Kirsten Chang
March 21, 2025 at 12:30 PM EDT – Length: 30 Minutes
Positioning for Growth: The Next Evolution of the IncomePlus Fund
Presented by: Michael O'Shea, CFA & Cinthia Murphy
March 20, 2025 at 12:30 PM EDT – Length: 30 Minutes
NGLs: A Plastic Powerhouse Driving Midstream Growth
Presented by: Paul Baiocchi, CFA, Stacey Morris, CFA, & Kirsten Chang
March 18, 2025 at 12:30 PM EDT – Length: 30 Minutes
America’s Industrial Revival: The Role of Infrastructure Development and Electrification
Presented by: Madeline Ruid, Jack Kiernan & Todd Rosenbluth
March 12, 2025 at 02:00 PM EDT – Length: 60 Minutes
The state of the states: munis, tax policy, and positioning in an uncertain environment
Presented by: Craig Brandon, CFA, Bill Delahunty, CFA, Mike Sullivan, CFA, & Kirsten Chang
March 12, 2025 at 02:00 PM EDT – Length: 60 Minutes
Endowment-Style Investing and 351 ETF Conversions
Presented by: Meb Faber & Cinthia Murphy
March 10, 2025 at 02:00 PM EDT – Length: 60 Minutes
Supervisory Control: Paving the Way for Smarter, More Capable Robots
Presented by: Zeno Mercer & Wyatt Newman, PhD
March 10, 2025 at 11:00 AM EDT – Length: 60 Minutes
Optimizing Portfolios with Tax-Efficient Income Strategies Through Private Real Estate
Presented by: Michael O’Shea, CFA, Cinthia Murphy & Roxanna Islam, CFA, CAIA
March 06, 2025 at 02:00 PM EST – Length: 60 Minutes
New to the ETF Space? Here’s How a Trading Partner and Series Trust Can Help
Presented by: Michael Prendergast, J. Garrett Stevens, Ray Holst & Kirsten Chang
March 05, 2025 at 02:00 PM EST – Length: 60 Minutes
From Niche to Necessity
Presented by: Marc Odo, CFA®, FRM®, CAIA®, FDP®, CIPM®, CFP®, Rob Swan, & Kirsten Chang
March 04, 2025 at 02:00 PM EST – Length: 60 Minutes
Solving the Dividend Challenge: Enhanced Yield with Optimization
Presented by: Robert Michaud, Wesley Sun, Cinthia Murphy
February 28, 2025 at 01:00 PM EST – Length: 60 Minutes
An Advisor’s Guide to Resilient Portfolios in 2025
Presented by: Matthew Bartolini, CFA, CAIA, Dan Suzuki, CFA, Joseph Hosler, CFA, Roxanna Islam, CFA, CAIA, & Todd Rosenbluth
February 25, 2025 at 02:00 PM EST – Length: 60 Minutes
Capturing Private Equity Return Drivers
Presented by: John Lidington, CFA, Kevin Orr, & Kirsten Chang
February 13, 2025 at 02:00 PM EST – Length: 60 Minutes
AI Horizons: Redefining the Future of Robotics and Business Innovation
Presented by: Zeno Mercer & Illah Nourbakhsh
February 12, 2025 at 11:00 AM EST – Length: 60 Minutes
Diversifying Mag 7 Concentration Risks with a Free Cash Flow Approach
Presented by: Michael Mack, Thomas Allman, & Cinthia Murphy
February 11, 2025 at 02:00 PM EST – Length: 60 Minutes
Q1 2025 Fixed Income Symposium
Presented by: VettaFi Partners
February 06, 2025 at 11:00 AM EST – Length: 120 Minutes
Positioning Your Fixed Income
Presented by: Brett Cornwell, Hand Sapra, & Todd Rosenbluth
January 28, 2025 at 02:00 PM EST – Length: 60 Minutes
The World’s First Protected Bitcoin ETF
Presented by: Matt Kaufman & Todd Rosenbluth
January 27, 2025 at 01:00 PM EST – Length: 60 Minutes
Commodities: The year that was, the year that could be
Presented by: Robert Minter, CFA, CMT, CAIA, Dan Magnusson & Todd Rosenbluth
January 23, 2025 at 01:00 PM EST – Length: 60 Minutes
After a Strong 2024, Do MLPs/Midstream Have More in the Tank?
Presented by: Stacey Morris, CFA, Paul Baiocchi, CFA & Kirsten Chang
January 15, 2025 at 01:00 PM EST – Length: 60 Minutes
From Skepticism to Strategy: How Advisors Are Approaching Crypto Assets in 2025
Presented by: Matthew Hougan, Carlie Donovan & Todd Rosenbluth
January 14, 2025 at 02:00 PM EST – Length: 60 Minutes
An Active Approach to Investing in Defense Spending
Presented by: Frank Holmes & Cinthia Murphy
January 10, 2025 at 02:00 PM EST – Length: 60 Minutes
2025 Outlook: The Future of Automation and Robotics
Presented by: Zeno Mercer & Morten Paulsen
January 08, 2025 at 03:00 PM EST – Length: 60 Minutes
New Year, New Challenges: Navigating Rate Cuts, Higher Yields, Fiscal Policy, and Economic Uncertainty
Presented by: Marc Odo, CFA®, FRM®, CAIA®, FDP®, CIPM®, CFP®, Rob Swan, & Kirsten Chang
January 08, 2025 at 02:00 PM EST – Length: 60 Minutes
Giants of Finance: Understanding Profitability and Quality with Professor Robert Novy-Marx
Presented by: Lukas Smart, CFA, Robert Novy-Marx, PhD, & Cinthia Murphy
December 16, 2024 at 02:00 PM EST – Length: 60 Minutes
Product due diligence session: Why Munis Matter
Presented by: Paul Baiocchi, CFA, Gregory Steier, & Todd Rosenbluth
December 12, 2024 at 02:00 PM EST – Length: 30 Minutes
2025 Municipal Bond Outlook: Building a pathway to tax-advantaged income
Presented by: Jonathan Mondillo, John Cerrone & Cinthia Murphy
December 12, 2024 at 02:00 PM EST – Length: 60 Minutes
Is the Mag 7 Holding Your Portfolio Back?
Presented by: Sylvia Jablonski & Kirsten Chang
December 11, 2024 at 02:00 PM EST – Length: 60 Minutes
A Look Back at the Markets in 2024 and What to Expect
Presented by: Wayne Ferbert, Andy Pratt, CFA, CAIA, Phillip Wool, PhD, Vince Lorusso & Cinthia Murphy
December 11, 2024 at 12:30 PM EST – Length: 30 Minutes
2025 Market Outlook Symposium
Presented by: VettaFi Partners
December 10, 2024 at 11:00 AM EST – Length: 120 Minutes
Is your portfolio ready for 2025?
Presented by: Jason Bloom, Brian Levitt, & Todd Rosenbluth
December 09, 2024 at 02:00 PM EST – Length: 60 Minutes
Approaching 2025, How Should Advisors Think About Portfolios
Presented by: Matthew Bartolini, CFA, CAIA, Dan Russo, CMT, Gary Stringer, CFA & Todd Rosenbluth
December 05, 2024 at 02:00 PM EST – Length: 60 Minutes
A Guide to Helping Clients with Succession Planning and Liquidity Events
Presented by: Glenn Dorsey, CFA®, CAIA®, Patrick R. Schultz, JD, CWS®, CEPA® & Cinthia Murphy
December 04, 2024 at 02:00 PM EST – Length: 60 Minutes
AI in Wealth Management: Tools, Trends, and Investment Opportunities
Presented by: Zeno Mercer, Mike Casciano & Parker Ence
November 26, 2024 at 11:00 AM EST – Length: 60 Minutes
Emerging Markets: The Good, the Bad, and the Great
Presented by: Malcolm Dorson, Paul Dmitriev, Trevor Yates & Kirsten Chang
November 21, 2024 at 02:00 PM EST – Length: 60 Minutes
Product due diligence session: Investing in transformative technology that drives innovation
Presented by: Jennifer O'Hara Martin, Chris Murphy, CIMA, & Cinthia Murphy
November 20, 2024 at 12:30 PM EST – Length: 30 Minutes
Free Cash Flow Investing: Helping Advisors Solve for Shortcomings in Traditional Value
Presented by: Michael Mack & Kirsten Chang
November 19, 2024 at 02:00 PM EST – Length: 60 Minutes
Your Clients’ Retirement Strategy Reboot
Presented by: Alex Samoila, CLTC® & Kirsten Chang
November 18, 2024 at 01:00 PM EST – Length: 60 Minutes
How to Position for End of Year
Presented by: Candice Tse, Marissa Ansell & Todd Rosenbluth
November 15, 2024 at 01:00 PM EST – Length: 60 Minutes
How to Approach Today’s New Rate Regime
Presented by: Kevin Flanagan, Jeff Weniger, CFA, & Todd Rosenbluth
November 14, 2024 at 02:00 PM EST – Length: 60 Minutes
Evolution of Investing: Three CIO Perspectives on Five Decades of Change
Presented by: Wayne Ferbert, Charles I. Clough, Jr., CFA, Lowell Pratt, CFA, Jason Hsu, PhD & Cinthia Murphy
November 13, 2024 at 03:00 PM EST – Length: 60 Minutes
Trade, Tariffs and Reshoring
Presented by: Yuri Khodjamirian, John Duncan & Todd Rosenbluth
November 13, 2024 at 01:00 PM EST – Length: 60 Minutes
Product due diligence session: Midstream Spotlight: Williams (WMB) & the Golden Age for Natural Gas
Presented by: Stacey Morris, CFA, Paul Baiocchi, CFA & John Porter
November 12, 2024 at 12:30 PM EST – Length: 30 Minutes
Innovative ways of generating income in a world of declining rates
Presented by: John Burrello, Rene Reyna, CFP & Todd Rosenbluth
November 08, 2024 at 02:00 PM EST – Length: 60 Minutes
Why More Investors Are Looking at the Securitized Market
Presented by: David A. Bees, CFA, Lee M. Giunta, CFA, Steve L. Deroian & Kirsten Chang
November 07, 2024 at 02:00 PM EST – Length: 60 Minutes
Technology Investing: Understanding the Impact of Artificial Intelligence
Presented by: Dominic Rizzo, CFA, Kevin Signorelli, Cinthia Murphy
November 06, 2024 at 02:00 PM EST – Length: 60 Minutes
Maximize returns and minimize risk with private credit strategies
Presented by: Tom Briney & Cinthia Murphy
November 04, 2024 at 02:00 PM EST – Length: 60 Minutes
The Long-Term Bitcoin Vision
Presented by: Christopher Bendiksen & Kirsten Chang
October 31, 2024 at 02:00 PM EDT – Length: 60 Minutes
Product due diligence session: The How & Why of ETFs in Portfolio Construction
Presented by: Mayank Goradia, CFA, Darby Nielson, CFA, & Cinthia Murphy
October 30, 2024 at 12:30 PM EDT – Length: 30 Minutes
Product due diligence session: Is Now the Moment for Small-Caps?
Presented by: Paul Baiocchi, CFA, Andy Hicks, Bob Boyda, & Kirsten Chang
October 29, 2024 at 12:30 PM EDT – Length: 30 Minutes
Beyond ESG: Social Justice Investing
Presented by: Renee Morgan & Cinthia Murphy
October 28, 2024 at 02:00 PM EDT – Length: 60 Minutes
Q4 Fixed Income Symposium
Presented by: VettaFi Partners
October 24, 2024 at 11:00 AM EDT – Length: 180 Minutes
Lower rates? Seek higher income!
Presented by: Troy Cates, Garrett Paolella & Todd Rosebbluth
October 22, 2024 at 02:00 PM EDT – Length: 60 Minutes
What Trends to Watch in Robotics and AI
Presented by: Daniela Rus & Zeno Mercer
October 21, 2024 at 10:00 AM EDT – Length: 60 Minutes
How to Incorporate Crypto into a Modern Investment Portfolio: A Financial Professionals Guide
Presented by: David LaValle, Zach Pandl,
October 17, 2024 at 02:00 PM EDT – Length: 60 Minutes
Navigating market challenges: Insights from the Global Survey of FAs
Presented by: David Goodselll, Brian Hess & Kirsten Chang
October 16, 2024 at 02:00 PM EDT – Length: 60 Minutes
Unlocking Alpha in Crypto-Equities and Beyond
Presented by: Chris Rhine & Todd Rosenbluth
October 15, 2024 at 02:00 PM EDT – Length: 60 Minutes
Opportunities in Grains: Putting The Golden Grain Cycle to Work for You
Presented by: Jake Hanley, CMT, Sal Gilbertie & Cinthia Murphy
October 15, 2024 at 12:30 PM EDT – Length: 30 Minutes
Tax-efficient investing with ETFs: A Q4 strategy
Presented by: John Ferris, Chris Dahlin, Justin Danfield & Todd Rosenbluth
October 10, 2024 at 02:00 PM EDT – Length: 60 Minutes
Midstream/MLPs: What’s Fueling Long-Term Growth?
Presented by: Stacey Morris, CFA, Paul Baiocchi, CFA*, & Kirsten Chang
October 08, 2024 at 02:00 PM EDT – Length: 60 Minutes
Diversify Your Income Potential with Options
Presented by: Derek Devens & Todd Rosenbluth
October 07, 2024 at 02:00 PM EDT – Length: 60 Minutes
Product due diligence session: Navigating emerging markets: Seizing growth opportunities
Presented by: Linda Bakhshian, Jeffrey Wang, CFA, & Todd Rosenbluth
October 07, 2024 at 12:30 PM EDT – Length: 30 Minutes
ETFs and Portfolio Construction: trends, managing risk and optimizing asset allocation
Presented by: James Darby Nielson, CFA, Mayank Goradia, CFA, & Cinthia Murphy
October 03, 2024 at 02:00 PM EDT – Length: 60 Minutes
Understanding the AI Ecosystem & Investment Opportunity
Presented by: Derek Yan, CFA, Solomon Bier & Kirsten Chang
October 02, 2024 at 02:00 PM EDT – Length: 60 Minutes
Rates, the election, and your tax-aware portfolio
Presented by: Wesly Pate, CFA, Benjamin Morris, & Kirsten Chang
October 01, 2024 at 02:00 PM EDT – Length: 60 Minutes
Thematic Strategies for Today’s Market
Presented by: Arne Noack & Cinthia Murphy
October 01, 2024 at 12:30 PM EDT – Length: 30 Minutes
2024 US Election Outlook: Politics Don’t Matter?
Presented by: Rick Brink, CFA, Eric Winograd, Ronald Brownstein, Vinay Thapar, Luke Pryor, Todd Rosenbluth
September 30, 2024 at 02:00 PM EDT – Length: 60 Minutes
How to Put Volatility to Work for You
Presented by: Michael T. Buckius, CFA® & Cinthia Murphy
September 30, 2024 at 12:30 PM EDT – Length: 30 Minutes
Election years, the economy, and your portfolio
Presented by: Daken Vanderburg & Kirsten Chang
September 26, 2024 at 02:00 PM EDT – Length: 60 Minutes
The Advisor’s Playbook: Navigating Market Volatility With 100% Downside Protection
Presented by: Andrew Nelson, CFA, Cinthia Murphy
September 26, 2024 at 12:30 PM EDT – Length: 30 Minutes
An Opportunistic Credit Strategy for Today’s Market
Presented by: Joe Hegener, Kris Patel, CFA & Todd Rosenbluth
September 25, 2024 at 02:00 PM EDT – Length: 60 Minutes
The advisor’s guide to customizable portfolios
Presented by: Kara Dombroski, CIMA, Ryan Krystopowicz, CFA & Kirsten Chang
September 24, 2024 at 02:00 PM EDT – Length: 60 Minutes
Unlocking Gold's Potential: Trading Strategies for Q4
Presented by: Scott Acheychek & Todd Rosenbluth
September 23, 2024 at 01:00 PM EDT – Length: 60 Minutes
Q4 Equity Symposium
Presented by: VettaFi Partners
September 19, 2024 at 11:00 AM EDT – Length: 90 Minutes
The Next Phase of AI Investing
Presented by: Pasquale Afflisio, Jason Chen, Nick Crociata & Cinthia Murphy
September 17, 2024 at 02:00 AM EDT – Length: 60 Minutes
Hedged Equity: For the Best of Times, for the Worst of Times
Presented by: Marc Odo, CFA®, FRM®, CAIA®, FDP®, CIPM®, CFP®, Rob Swan & Todd Rosenbluth
September 16, 2024 at 02:00 PM EDT – Length: 60 Minutes
An Active Approach to Munis
Presented by: Todd Rosenbluth
September 12, 2024 at 02:00 PM EDT – Length: 60 Minutes
Beyond the Fed: Uncovering Value in Today's Fixed Income Markets
Presented by: Douglas Gimple & Todd Rosenbluth
September 10, 2024 at 02:00 PM EDT – Length: 60 Minutes
Advanced Real Estate Tax Strategies
Presented by: Michael O’Shea, CFA & Cinthia Murphy
September 10, 2024 at 01:00 PM EDT – Length: 60 Minutes
The Next Generation of Free Cash Flow Investing
Presented by: Michael Mack & Kirsten Chang
September 05, 2024 at 02:00 PM EDT – Length: 60 Minutes
Keep Your Clients Happy with Smart Tax Management
Presented by: Phil Manning, Ken Chee, Dennis Horr, Bryan Pecherek & Kirsten Chang
August 21, 2024 at 02:00 PM EDT – Length: 60 Minutes
Actively Managed Intermediate Duration Fixed Income is Having a Moment. Are You Ready?
Presented by: Vishal Khanduja, CFA, Brian Ellis, CFA & Cinthia Murphy
August 20, 2024 at 02:00 PM EDT – Length: 60 Minutes
Product due diligence session: The Advisors Playbook: Addressing Tail Risk with a Managed Floor Strategy in the 2nd Half of 2024
Presented by: Andrew Nelson, CFA & Cinthia Murphy
August 14, 2024 at 12:30 PM EDT – Length: 30 Minutes
2024 State of Energy: Midstream/MLPs Stand Out
Presented by: Paul Baiocchi, CFA, Stacey Morris, CFA, and Kirsten Chang
August 13, 2024 at 12:30 PM EDT – Length: 30 Minutes
Why Liquidity Matters: A Non-Correlated Income Primer
Presented by: Will Rhind & Cinthia Murphy
August 08, 2024 at 02:00 PM EDT – Length: 60 Minutes
Investing in Weight Loss and Preventative Healthcare
Presented by: Christian Magoon, Jane Edmondson, & Cinthia Murphy
August 07, 2024 at 02:00 PM EDT – Length: 60 Minutes
Diversifying Away from the Mag 7
Presented by: Michael Arone, CFA, John Davi, Sean Clark, CFA & Todd Rosenbluth
August 06, 2024 at 02:00 PM EDT – Length: 60 Minutes
An Advisor’s Guide to AI ETFs
Presented by: Weldon Rice & Cinthia Murphy
August 06, 2024 at 12:30 PM EDT – Length: 30 Minutes
Q3 Fixed Income Symposium
Presented by: VettaFi Partners
July 25, 2024 at 11:00 AM EDT – Length: 125 Minutes
A Systematic, Concentrated Approach to Unlocking Active Equity Growth
Presented by: Paul Carroll & Todd Rosenbluth
July 24, 2024 at 02:00 PM EDT – Length: 60 Minutes
What to Expect in Robotics and AI in the Second Half of 2024
Presented by: Zeno Mercer & Todd Rosenbluth
July 22, 2024 at 11:00 AM EDT – Length: 60 Minutes
Navigating a Fourth Turning: Harvest Portfolio Resilience with Agriculture ETFs
Presented by: Jake Hanley, CMT, Sal Gilbertie & Lara Crigger
July 18, 2024 at 02:00 PM EDT – Length: 60 Minutes
How Advisors Should Approach the Second Half of 2024
Presented by: Matthew Bartolini, CFA, CAIA, Zachary Hill, CFA, Keith Buchanan & Todd Rosenbluth
July 17, 2024 at 02:00 PM EDT – Length: 60 Minutes
How to leverage options to boost income and increase tax efficiency
Presented by: Garrett Paolella, Troy Cates & Todd Rosenbluth
July 16, 2024 at 02:00 PM EDT – Length: 60 Minutes
How to Factor in the Perks of Both Active and Index Investing
Presented by: Todd Rosenbluth
July 11, 2024 at 02:00 PM EDT – Length: 60 Minutes
In Uncertain Times, Look to 100% Buffer ETFs
Presented by: Graham Day, CFA and Cinthia Murphy
July 09, 2024 at 12:30 PM EDT – Length: 30 Minutes
Midyear Market Outlook Symposium
Presented by: VettaFi Partners
June 27, 2024 at 11:00 AM EDT – Length: 90 Minutes
Product due diligence session: A wake-up call to passive investors: Is diversification diluting returns?
Presented by: Bradley Klapmeyer, CFA, Brian Landy, CFA & Cinthia Murphy
June 26, 2024 at 01:00 PM EDT – Length: 30 Minutes
An International Approach to Dividends
Presented by: Andy Hicks, Karl Zeller, and Kirsten Chang
June 26, 2024 at 12:30 PM EDT – Length: 30 Minutes
How to Think About Commodities in Today’s Complex Market
Presented by: Ed Egilinsky and Lara Crigger
June 25, 2024 at 02:00 PM EDT – Length: 60 Minutes
De-coding Unconstrained Fixed Income
Presented by: Chris Wilson, CFA, Hans Sapra, Cinthia Murphy
June 25, 2024 at 01:00 PM EDT – Length: 60 Minutes
A Deep Dive into Fine Tuning Your Portfolio
Presented by: Michael Hagopian and Todd Rosenbluth
June 25, 2024 at 11:00 AM EDT – Length: 30 Minutes
How Much Does an ETF Truly Cost?
Presented by: David Sharp, Ian O'Brien Cannon & Lara Crigger
June 20, 2024 at 02:00 PM EDT – Length: 60 Minutes
Liquid Income in Today’s Unusual Environment
Presented by: Paul Marino, WIll Rhind, and Cinthia Murphy
June 20, 2024 at 01:00 PM EDT – Length: 60 Minutes
Navigating the Second Half of 2024: Market Outlook & ETFs to Target Specific Outcomes
Presented by: Ryan McKee, CIMA, Bobby Barnes, Michael Hagopian, Kirsten Chang & Todd Rosenbluth
June 18, 2024 at 02:00 PM EDT – Length: 60 Minutes
Product due diligence session: How to Boost Income with Corporate Bond ETFs
Presented by: JoAnne Bianco, CFA & Lara Crigger
June 13, 2024 at 12:30 PM EDT – Length: 30 Minutes
How Midstream is Weathering Commodity Price Volatility
Presented by: Paul Baiocchi, CFA, Stacey Morris, CFA, and Todd Rosenbluth
June 12, 2024 at 02:00 PM EDT – Length: 60 Minutes
Thinking Actively About High Yield ETFs
Presented by: Ryan Wellman, CFA & Michael Schlembach
June 11, 2024 at 02:00 PM EDT – Length: 60 Minutes
Why risk it? An Equity Strategy That Aims for 100% Downside Protection
Presented by: Matt Kaufman and Lara Crigger
June 11, 2024 at 12:30 PM EDT – Length: 30 Minutes
An Active Approach to Global Natural Resources
Presented by: Avi Feinberg, Danielle Yoo, Amanda Rebello, and Lara Crigger
June 06, 2024 at 02:00 PM EDT – Length: 60 Minutes
How to Think About Carbon Allowances in Your Portfolio
Presented by: Luke Oliver & Lara Crigger
June 04, 2024 at 02:00 PM EDT – Length: 60 Minutes
Alternatives Symposium
Presented by: VettaFi Partners
May 30, 2024 at 11:00 AM EDT – Length: 180 Minutes
Oil Remains in High Demand – Here's What to Do
Presented by: Edward Rosenberg & Todd Rosenbluth
May 29, 2024 at 01:00 PM EDT – Length: 60 Minutes
An Advisor’s Guide to Investing in India’s Growth
Presented by: Angus Shillington, JP Lee, and Todd Rosenbluth
May 21, 2024 at 12:30 PM EDT – Length: 30 Minutes
The SS&C ALPS Advisors Virtual Summit: Exploring the Dynamic Landscape of Active ETFs
Presented by: VettaFi and SS&C ALPS Advisors
May 16, 2024 at 11:00 AM EDT – Length: 120 Minutes
How to Invest in the Weight Loss Drug Revolution
Presented by: Maurits Pot, David K. Song, and Todd Rosenbluth
May 15, 2024 at 01:00 PM EDT – Length: 60 Minutes
Exploring Your Options for Income and Risk Management
Presented by: Rob Swan, Marc Odo, CFA®, FRM®, CAIA®, FDP®, CIPM®, CFP® & Todd Rosenbluth
May 14, 2024 at 02:00 PM EDT – Length: 60 Minutes
How to Approach the Shifting Rate Environment
Presented by: Kevin Flanagan, Jeff Weniger, CFA & Lara Crigger
May 08, 2024 at 02:00 PM EDT – Length: 60 Minutes
Finding Opportunities with Active Fixed Income ETFs
Presented by: Matthew Bartolini, CFA, CAIA, Andrea DiCenso & Lara Crigger
May 07, 2024 at 01:00 PM EDT – Length: 60 Minutes
Actively Managing the Fed: How to Fix Your Fixed Income
Presented by: Matt Sheridan, CFA, Will Smith, CFA, AJ Rivers, CFA, FRM, CAIA & Lara Crigger
May 06, 2024 at 02:00 PM EDT – Length: 60 Minutes
Finding Income Options in Today’s Unusual Markets
Presented by: Tim Ramsey, CFA, William Helm, CFA & Todd Rosenbluth
May 02, 2024 at 02:00 PM EDT – Length: 60 Minutes
Curve Your Enthusiasm – Navigating Fixed Income in 2024
Presented by: Anthony Rochte, Vishal Khanduja, Brian Ellis, Julie Callahan, CFA & Todd Rosenbluth
May 01, 2024 at 02:00 PM EDT – Length: 60 Minutes
Pursuing higher yields with active muni bond ETFs
Presented by: Adam Weigold, CFA, Steven Millhouse, and Tom Lydon
April 24, 2024 at 02:00 PM EDT – Length: 60 Minutes
T. Rowe Price Presents: Portfolio Strategies for 2024
Presented by: Christopher Dillon, CFA, Chris Murphy, CIMA & Todd Rosenbluth
April 24, 2024 at 12:30 PM EDT – Length: 30 Minutes
Webcast: Navigating the Landscape: A Comprehensive Update on Fixed Income, Equities, and Alternative Investments
Presented by: Kathy Kriskey, Nick Kalivas, Brian McMullen, Adam Gebler, CIMA & Todd Rosenbluth
April 22, 2024 at 01:00 PM EDT – Length: 60 Minutes
Why You Need to Think About Robotics Going Forward
Presented by: Zeno Mercer & Todd Rosenbluth
April 22, 2024 at 10:00 AM EDT – Length: 30 Minutes
Sectors & Industries: Combat Market Concentration
Presented by: Matthew Bartolini, CFA, CAIA, Anqi Dong, CFA, CAIA, Emily Paskalis, CFA & Todd Rosenbluth
April 17, 2024 at 02:00 PM EDT – Length: 60 Minutes
The Rise of India: Is it The Perfect Emerging Market?
Presented by: Kevin T. Carter & Robert Huebscher
April 11, 2024 at 02:00 PM EDT – Length: 60 Minutes
Capital Market Considerations for 2024
Presented by: Sébastien Page, CFA, Timothy Coyne & Todd Rosenbluth
April 10, 2024 at 02:00 PM EDT – Length: 60 Minutes
Perceptions and Realities of your Precious and Industrial Metal Allocations
Presented by: Robert Minter, CFA, CMT, CAIA, Dan Magnusson, and Robert Huebscher
April 09, 2024 at 02:00 PM EDT – Length: 60 Minutes
Product due diligence session: Investing in Emerging Markets Without Harming U.S. National Security
Presented by:
April 05, 2024 at 12:30 PM EDT – Length: 30 Minutes
Product due diligence session: Increase Tax Efficiency and Diversity Through Munis
Presented by: Justin Schwartz, CFA, Nate Earle, and Tom Lydon
April 04, 2024 at 12:30 PM EDT – Length: 30 Minutes
The Risk of Bad Breadth: Will the Seven Remain Magnificent?
Presented by: Edward Egilinsky & Tom Lydon
March 28, 2024 at 02:00 PM EDT – Length: 60 Minutes
Harnessing the Power of Fidelity’s Highest Conviction Investment Ideas in the Active ETF Marketplace
Presented by: Ryan McKee, CIMA, Denise Chisholm, Dominic Maister & Todd Rosenbluth
March 27, 2024 at 02:00 PM EDT – Length: 60 Minutes
Escaping the Devil's Bargain of Income Generation with an Active Approach
Presented by: Chris Hausman, CMT, CAIA, Rob Swan, Connor O'Brien & Todd Rosenbluth
March 26, 2024 at 02:00 PM EDT – Length: 60 Minutes
Product due diligence session: How AI Can Increase Margins In Your Practice
Presented by: Runik Mehrotra and Todd Rosenbluth
March 25, 2024 at 12:30 PM EDT – Length: 30 Minutes
Why Floating Rates Remain Compelling in the Face of Rate Cuts
Presented by: Anthony Rochte, Ralph Hinckley, CFA, Christopher Remington & Lara Crigger
March 21, 2024 at 02:00 PM EDT – Length: 60 Minutes
AB Disruptor Series: The US Banking Transition Accelerates
Presented by: Rick Brink, CFA, Lucas Detor, James McNeill, CFA, Will Smith, CFA & Lara Crigger
March 19, 2024 at 01:00 PM EDT – Length: 60 Minutes
Equity Symposium
Presented by: VettaFi & Partners
March 13, 2024 at 11:00 AM EDT – Length: 180 Minutes
Listed REITs: Advantaged Players in Today's Property Markets
Presented by: Karl Zeller, Nck Tannura, Craig Leupold & Lara Crigger
March 12, 2024 at 12:30 PM EDT – Length: 30 Minutes
A Winning Mindset: Balancing Risk and Reward with Tony Finau
Presented by: Tony Finau, Allison Bonds Mazza & Todd Rosenbluth
March 06, 2024 at 11:00 AM EST – Length: 60 Minutes
The Time Is Now: Rate Cuts Could Add Fuel to Muni Gains
Presented by: Matthew Norton, Daryl Clements, Jason Mertz, & Todd Rosenbluth
March 05, 2024 at 01:00 PM EST – Length: 60 Minutes
Prosperity Paradox: Navigating Commodity Markets in 2024
Presented by: Jake Hanley, CMT, Sal Gilbertie, and Lara Crigger
February 29, 2024 at 02:00 PM EST – Length: 60 Minutes
How Options Have Revolutionized Income
Presented by: Jay Pestrichelli, Sylvia Jablonski & Todd Rosenbluth
February 28, 2024 at 01:00 PM EST – Length: 60 Minutes
Seeking Sustainable Income Regardless of Fed Policy
Presented by: Jeff Thomas, CRPC®, Connor O'Brien & Todd Rosenbluth
February 27, 2024 at 01:00 PM EST – Length: 60 Minutes
Product due diligence session: Building a Tax Efficient Income Stream
Presented by: Troy Cates, Garrett Paolella & Tom Lydon
February 27, 2024 at 12:30 PM EST – Length: 30 Minutes
Looking for A New Way to Earn Income?
Presented by: Howard Chan & Todd Rosenbluth
February 15, 2024 at 02:00 PM EST – Length: 60 Minutes
Product due diligence session: It is Not Just About Coupons: How to Think About Bonds and Total Return
Presented by: Gibson Smith, Paul Baiocchi, CFA, and Todd Rosenbluth
February 15, 2024 at 11:30 AM EST – Length: 30 Minutes
An Advisor’s Guide to Managing Risk and Timing the Market
Presented by: John Del Vecchio, CFA, Brad Lamensdorf & Tom Lydon
February 08, 2024 at 12:30 PM EST – Length: 30 Minutes
Product due diligence session: Where to Find Income When Interest Rates Fall
Presented by: Stacey Morris, CFA, Karl Zeller, and Todd Rosenbluth
February 06, 2024 at 12:30 PM EST – Length: 30 Minutes
Automation, AI, Factories, and the Future of Robotics
Presented by: Zeno Mercer, Shachi Merchant & Todd Rosenbluth
January 31, 2024 at 02:00 PM EST – Length: 60 Minutes
How Investors Can Find Opportunity in Bitcoin
Presented by: Kathy Kriskey, Steve Kurz & Todd Rosenbluth
January 25, 2024 at 02:00 PM EST – Length: 60 Minutes
Reasons for Municipal Bond Optimism in 2024
Presented by: Jonathan Mondillo, John Cerrone, and Tom Lydon
January 24, 2024 at 01:00 PM EST – Length: 60 Minutes
Pairing Income Generation with Tax Efficiency Across Client Portfolios
Presented by: Troy Cates, Garrett Paolella & Tom Lydon
January 23, 2024 at 02:00 PM EST – Length: 60 Minutes
Product due diligence session: The Case for Emerging Markets Ex-China
Presented by: Phillip Wool, PhD & Tom Lydon
January 22, 2024 at 12:30 PM EST – Length: 30 Minutes
Product due diligence session: Quality: An Essential Ingredient to a Healthy Portfolio
Presented by: Tom Hancock & Tom Lydon
January 17, 2024 at 12:30 PM EST – Length: 30 Minutes
Answering the Top 10 Bitcoin ETF Questions
Presented by: Matt Hougan & Tom Lydon
January 16, 2024 at 02:00 PM EST – Length: 60 Minutes
Cryptocurrency Symposium
Presented by: VettaFi & Partners
January 12, 2024 at 11:00 AM EST – Length: 150 Minutes
Why precision will matter for bond investors in 2024: Join BondBloxx for a fixed income market outlook
Presented by: JoAnne Bianco, CFA & Tom Lydon
January 11, 2024 at 02:00 PM EST – Length: 60 Minutes
Actionable ideas for a world in transition
Presented by: Bradley Klapmeyer, CFA, Gregory A. Gizzi, and Todd Rosenbluth
January 11, 2024 at 01:00 PM EST – Length: 60 Minutes
2024 Midstream/MLP Outlook: Can the Positive Momentum Continue?
Presented by: Paul Baiocchi, CFA, Stacey Morris, CFA, and Todd Rosenbluth
January 10, 2024 at 02:00 PM EST – Length: 60 Minutes
What to Expect When You Attend Exchange
Presented by: Dave Nadig & Todd Rosenbluth
January 08, 2024 at 02:00 PM EST – Length: 30 Minutes
The Survey That Will Have You Rethinking Your Views on Crypto Exposure
Presented by: Ryan Rasmussen, Juan Leon & Tom Lydon
January 05, 2024 at 02:00 PM EST – Length: 60 Minutes
Is VettaFi an approved CE Sponsor?
We are an approved continuing education provider with the CFP Board. You will find many of our live and on-demand Educational Webcast are accepted by the CFP Board towards CFP®. CFP CE eligibility will be indicated in the summary description of each Educational Webcast. Please include your CFP identification number and the name the Board has on file for you, at the time of registration for every eligible live and on-demand Educational Webcast.
We are an approved continuing education provider with the Investment and Wealth Institute. You will find many of our live and on-demand Educational Webcast are accepted by the Institute for CE credit towards CIMA®, CPWA®, RMA®, and CIMC® certifications. IWI CE eligibility will be indicated in the summary description of each Educational Webcast. Please include your IWI identification number and the name the Institute has on file for you, at the time of registration for each live and on-demand Educational Webcast.
We are an approved continuing education provider with The American College of Financial Services. You will find many of our live and on-demand Educational Webcast are accepted by the The American College of Financial Services for CE credit towards ChFC®, CLU®, RICP®, WMCP®, CLF®, FSCP®, CAP® and ChSNC® certifications. The American College of Financial Services CE eligibility will be indicated in the summary description of each Educational Webcast. Please include your The American College of Financial Services identification number and the name the Institute has on file for you, at the time of registration for each live and on-demand Educational Webcast.
We are an approved continuing education provider with The ETF Institute. You will find many of our live and on-demand Educational Webcast are accepted by the The ETF Institute for CE credit towards CETF® certifications. The ETF Institute CE eligibility will be indicated in the summary description of each Educational Webcast. Please include your The ETF Institute identification number and the name the Institute has on file for you, at the time of registration for each live and on-demand Educational Webcast.
CFA Institute allows CFA Institute members to self-report live and on-demand Educational Webcast for CFA® and CIPM® CE credit.
