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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
approved for 1.0 CE credits
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
approved for 1.0 CE credits
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
approved for 1.0 CE credits
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
approved for 1.0 CE credits
Office Hours with ROBO Global ETFs
Presented by: Zeno Mercer & Shachi Merchant
February 26, 2025 at 12:30 PM EST – Length: 30 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
approved for 1.0 CE credits
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
approved for 1.0 CE credits
Income Investment Strategy Symposium
Presented by: VettaFi Partners
May 08, 2025 at 11:00 AM EDT – Length: 120 Minutes
approved for 2.0 CE credits
