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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
Dynamic hedging: Reduce equity risk and capture opportunities in volatile market environments
Presented by: Matt Kaufman, David O’Donohue, & Kirsten Chang
August 12, 2026 at 12:30 PM EDT – Length: 30 Minutes
Why Yield and Sector Balance is Beating Cap-Weighted Tech
Presented by: Danny Schwab*, Kyle Kleckner, CFA, & Roxanna Islam, CFA, CAIA
August 13, 2026 at 04:30 PM EDT – Length: 30 Minutes
Fundamental and technical analysis to improve your portfolio’s RANK
Presented by: Uri Gruenbaum, Brendan Cavanaugh, & 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
Earnings, Income & Sector Opportunities: Positioning for a Changing Market Regime
Presented by: Anqi Dong, CFA, CAIA, Arjun Kapur, & Cinthia Murphy
August 18, 2026 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
The Rise of International Equities
Presented by: Josh Rubin & Kirsten Chang
August 20, 2026 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
In the search for yield, you have options
Presented by: Brian Walsh, PhD, CFP® & Kirsten Chang
August 24, 2026 at 04:30 PM EDT – Length: 30 Minutes
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
Real Assets: Powering the Next Wave of Global Growth
Presented by: Tyler Rosenlicht, Vince Childers, CFA & Todd Rosenbluth
September 08, 2026 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
How to approach the market amid changing leadership
Presented by: Kevin Flanagan, Jeff Weniger, CFA & Kirsten Chang
September 10, 2026 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
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
