Prior >> Our Events

Category: Prior - Topic: Our Events

DateSummary
September 28, 2022
Wednesday
06:00 PM
ETF Market Trends in 2022 and Beyond – Investing Strategies from an ETF Perspective
Simeon Hyman, CFA, ProShares
Mariana Farina, Wells Fargo Investment Institute
Pavel Vaynshtok, S&P Dow Jones Indices

June 22, 2022
Wednesday
06:15 PM
Investing in Digital Assets, Blockchain Technology, and Decentralized Finance
Dan Dolev, Mizuho Americas
Ric Edelman, Edelman Financial Engines
Dan Weiskopf, Toroso Investments

May 24, 2022
Tuesday
06:15 PM
Investing in Developing Markets
Matthew Nigrelli, USAID
Prasad Subramaniam, Kotak Mahindra Bank
Jean van de Walle, Sycamore Capital

April 26, 2022
Tuesday
06:15 PM
Macroeconomic Outlook for 2022 and Beyond
Darrell Cronk, Wells Fargo & Company
William Lee, Milken Institute

March 24, 2022
Thursday
04:15 PM
Public Policy, Politics, and the Political Outlook for 2022 and Beyond
Mick Mulvaney, Former White House Chief-of-Staff
Raj Date, Fenway Summer LLC
Isaac Boltansky, BTIG

February 22, 2022
Tuesday
06:15 PM
Real Estate Panel
Floris van Dijkum, Compass Point Research and Trading
David Wertheim, Invesco
Michael Joyce, Oranswell Realty Partners

January 19, 2022
Wednesday
06:15 PM
Fixed Income Market Update
Ellen Safir, New Century Advisors

December 14, 2021
Tuesday
06:15 PM
Behavioral Finance - New Year’s (Investing) Resolutions
Michael D. Bailey, CFA, FBB Capital Partners
Joseph F. Healy, CFA, Beacon Investment Advisory Services
Raife Giovinazzo, PhD, CFA, Fuller & Thaler Asset Management, Inc.
Gary Mishuris, CFA, Silver Ring Value Partners
Sarah Newcomb Ph.D., Morningstar, Inc.

November 29, 2021
Monday
06:15 PM
Retail Sector Roundup
Dana Telsey, Telsey Advisory Group

October 20, 2021
Wednesday
06:15 PM
Technology Sector Investments
John K. Freeman, CFRA
Guaylon Arnic, Profit Investments
Fred McClimans, Futurum
Thomas H. Trentman, CFA, Sands Capital
Bill Whyman, Tech Dynamics, LLC

September 21, 2021
Tuesday
06:00 PM
Opportunities in the Financial Services Sector: An Investor's Perspective
Eric Blankenstein, former EVP and COO of Ginnie Mae
Cheryl Pate, CFA, Angel Oak Capital
Scott Siefers, Piper Sandler
Steven Stein, FSI Group, LLC
Kyle Hauptman, National Credit Union Administration

July 22, 2021
Thursday
04:15 PM
ETF Themes to Monitor in 2H2021
Lara Crigger, ETF Trends and ETF Database
Mariana Fariña Bush, Wells Fargo Investment Institute
Todd Rosenbluth, CFRA
Chris Versace, Tematica Research

June 16, 2021
Wednesday
04:15 PM
ETF Market Trends, Portfolio Strategies from an ETF Perspective
Gargi Pal Chaudhuri, BlackRock
Kieran Kirwan, ProShares
Todd Rosenbluth, CFRA
Shaun Wurzbach, S&P Dow Jones Indices

May 19, 2021
Wednesday
04:15 PM
Equity Market Investing from a Value Perspective
Robert Robotti, Robotti & Company

April 21, 2021
Wednesday
04:15 PM
Investing in Sustainable Oceans and Clean Water Panel
Matthew J. Diserio, Water Asset Management, LLC
Daniela V. Fernandez, Sustainable Ocean Alliance
Ruben Rodriguez, American Water

March 16, 2021
Tuesday
04:15 PM
Digital Currencies and Blockchain Panel
Matt Hougan, Bitwise Asset Management
Stephen Mathai-Davis, Q.ai

March 3, 2021
Wednesday
04:15 PM
Real Estate Investing After COVID-19 Panel
David Wertheim, Invesco
Josh Barber, Diamond Hill Capital Management
Michael Joyce, Oranswell Realty Partners

January 25, 2021
Monday
04:15 PM
Fixed Income Investment Outlook
Tom Tzitzouris, Strategas
Tom Kozlik, Hilltop Securities
Michael Decker, Bond Dealers of America

December 10, 2020
Thursday
04:15 PM
Equity Investing in 2021
Sam Stovall, CFRA
Michael Sheridan, CFA
Joe Rabil, Rabil Stock Research

November 10, 2020
Tuesday
04:15 PM
Retail Roundup
Dana Telsey, Telsey Advisory Group

October 14, 2020
Wednesday
04:15 PM
Markets, Policy and Upcoming Presidential Election Panel
Isaac Boltansky, Compass Point Research & Trading
Stefanie Miller, FiscalNote Markets
Ed Mills, Raymond James

September 23, 2020
Wednesday
04:15 PM
Market & Economic Perspectives from Goldman Sachs
Candice Tse, Goldman Sachs Asset Management

June 17, 2020
Wednesday
04:15 PM
Investing in Financial Services Panel
Bert Ely, Ely & Company
Gerard S. Cassidy, RBC Capital Markets
Ethan Heisler, Kroll Bond Rating Agency
Steven N. Stein, FSI Group, LLC

May 19, 2020
Tuesday
04:15 PM
Interest Rate Outlook
Ira Jersey, Bloomberg Intelligence

April 2, 2020
Thursday
04:15 PM
Economic Outlook
Mark Zandi, Moody’s Analytics