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Powering the Future: The Investment Case for Electrification Infrastructure
Presented by: Mark McLain, Paul Baiocchi,* CFA, & Roxanna Islam, CFA, CAIA
July 27, 2026 at 12:30 PM EDT – Length: 30 Minutes
Navigating What’s Next: Market Outlook and Portfolio Positioning for the Rest of the Year
Presented by: Brad Pineault, CFA, Craig Ebeling, CIMA® & Roxanna Islam, CFA, CAIA
July 28, 2026 at 11:30 AM EDT – Length: 60 Minutes
approved for 1.0 CE credits
Core portfolio strength may matter more than ever
Presented by: Jaime Lee, Ph.D, Jordan Burleigh & Kirsten Chang
July 29, 2026 at 12:30 PM EDT – Length: 30 Minutes
Inside the Fastest-Growing Corner of the Income ETF Market
Presented by: Will Rhind & Cinthia Murphy
July 30, 2026 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
Hard Assets, Low Obsolescence: A Framework for Investing in the Age of AI
Presented by: Matthew Tuttle, Frances Newton, & Cinthia Murphy
July 31, 2026 at 02:00 AM EDT – Length: 60 Minutes
approved for 1.0 CE credits
The Evolution of Income Investing: What Advisors Need to Know
Presented by: Troy Cates, Garrett Paolella, & Todd Rosenbluth
August 04, 2026 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
From Insight to Alpha: Seek Client Results with Collective Conviction
Presented by: Craig Ebeling, CIMA®, Benjamin Treacy, CFA & Roxanna Islam, CFA, CAIA
August 10, 2026 at 12:30 PM EDT – Length: 30 Minutes
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
approved for 1.0 CE credits
Fundamental and technical analysis to improve your portfolio’s RANK
Presented by: Todd Rosenbluth
August 14, 2026 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
Income vs Valuation: Why Preferreds Matter In Today’s Environment
Presented by: Kevin Lynyak, James J. Benadum, CFA, Justin Ziegler, CFA, & Kirsten Chang
August 17, 2026 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
Rewriting the Playbook: Bitcoin's Next Move and What the Market Is Signaling
Presented by: James Butterfill, Matthew Kimmell & Kirsten Chang
August 19, 2026 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
The secular case for emerging markets growth
Presented by: Mark Boulton, Benjamin Becker, CFA, Arun Sai, & Cinthia Murphy
August 26, 2026 at 02:00 PM EDT – Length: 60 Minutes
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
approved for 1.0 CE credits
