Below is a list of our past Speaker Topics and Speaker contact information. Feel free to reach out to the speaker if you have any follow-up questions or to inquire about the presentation. It is up to the individual speaker if they can provide the actual presentation to you. Thank you for attending our events! 

 

2024 Topics and Speakers

January 23, 2024
Topic: Preparing Your Firm and Clients for the AI R/Evolution
Speaker: Mendy Ouzillou, MMomentum, www.mmomentum.com, mendy@mmomentum

2023 Topics and Speakers

Tuesday, May 23, 2023 
Webinar Topic: The Mechanics of ETF Liquidity and Trading
Speaker: Rene Casis, ETF Portfolio Manager, American Century Investments
If you have any questions about the presentation, please contact Mario Davila

Tuesday, May 23, 2023 
Webinar Topic: The Mechanics of ETF Liquidity and Trading
Speaker: Rene Casis, ETF Portfolio Manager, American Century Investments
If you have any questions about the presentation, please contact Mario Davila

Tuesday, May 23, 2023 
Webinar Topic: The Mechanics of ETF Liquidity and Trading
Speaker: Rene Casis, ETF Portfolio Manager, American Century Investments
If you have any questions about the presentation, please contact Mario Davila

Tuesday, May 23, 2023 
Webinar Topic: The Mechanics of ETF Liquidity and Trading
Speaker: Rene Casis, ETF Portfolio Manager, American Century Investments
If you have any questions about the presentation, please contact Mario Davila

Tuesday, May 23, 2023 
Webinar Topic: The Mechanics of ETF Liquidity and Trading
Speaker: Rene Casis, ETF Portfolio Manager, American Century Investments
If you have any questions about the presentation, please contact Mario Davila

Wednesday, May 17, 2023 
Webinar Topic: The Capital Markets: A View from 40,000 Feet
Speaker: Robert Phipps, Per Stirling
If you have any questions about the presentation, please contact Bob Phipps

Tuesday, May 9, 2023 
Topic: Economic Outlook: Getting Back to Price Stability
Speaker: Mark Wynne, Federal Reserve Bank of Dallas

Tuesday, April 18, 2023 
Webinar TopicCreating Cash Flow with Real Estate Based Investments
Speaker: Vincent Balagia, Stallion Capital Management

Tuesday, April 4, 2023 
Webinar TopicProperty & Casualty Insurance: Understanding the uses of Personal and Small Business Insurance and Current Industry Conditions 
Speaker: Kelly Conway, The Conway Insurance Agency
If you have any questions about the presentation, please contact Kelly Conway

Tuesday, March 21, 2023 
Webinar TopicDimensional Presents: Research Roulette
Speaker: Kevin Green, Head of Investment Solutions Analytics & VP Investment Solutions
If you have any questions about the presentation, please contact Mindy Broderick

Thursday, March 2, 2023 
Topic: Deepening Relationships through Effective Client Discovery
Speaker: Devin Ekberg, Senior Consultant, PIMCO

Wednesday, February 21, 2023 
Webinar Topic: Global Real Estate Market Themes
Speaker: Mark Doremus, Regional Director, Hines
If you have any questions about the presentation, please contact Mark Doremus

Wednesday, February 15, 2023 
Webinar Topic: The Capital Markets: A View from 40,000 Feet
Speaker: Robert Phipps, Per Stirling
If you have any questions about the presentation, please contact Bob Phipps

Tuesday, February 14, 2023
Topic:  Attracting and Retaining up-and-coming talent is the key to your financial future and success
Speaker: Alanah Phillips
If you have any questions about the presentation, please contact Alanah Phillips
Handouts: Advisor Risk Tolerance Questionnaire, Next Gen Advisors are the key to your financial success

January 24, 2023
Webinar Topic: State and Outlook of the Alternative Investment Market in 2023 and Beyond
Speaker: Will Hershon, Product Specialist and Ben Webb, Vice President, CAIS
If you have any questions about the presentation, please contact Will Hershon or Ben Webb

January 10, 2023
Topic: Ethereum and Decentralized Crypto Finance
Speaker: Adam Blumberg, Interaxis Founder

If you have any questions about the presentation, please contact Adam Blumberg