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 Topic: Creating Cash Flow with Real Estate Based Investments
Speaker: Vincent Balagia, Stallion Capital Management
Tuesday, April 4, 2023
Webinar Topic: Property & 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 Topic: Dimensional 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