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2026 Midyear Market Outlook Symposium
Presented by: VettaFi Partners
June 25, 2026 at 11:00 AM EDT – Length: 180 Minutes
approved for 2.0 CE credits
The Quiet Boom in Autocallable ETFs
Presented by: Will Rhind & Cinthia Murphy
June 26, 2026 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
The S&P 500 Buyback Aristocrats: Quality Through Consistency
Presented by: Simeon Hyman, CFA, Kieran Kirwan, CAIA, & Cinthia Murphy
June 29, 2026 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
Why Munis Matter in 2026
Presented by: Danny Schwab*, Greg Steier, Craig Schwalb, & Roxanna Islam, CFA, CAIA
June 30, 2026 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
The Mid-Year Renewable Energy Market Update: War, AI and the Ongoing Energy Transition
Presented by: Karl Zeller, Jerimiah Booream, CFA, Kyle Kleckner, CFA, & Roxanna Islam, CFA, CAIA
July 08, 2026 at 12:30 PM EDT – Length: 30 Minutes
The autocallable ETF journey from niche to noteworthy
Presented by: Will Rhind & Cinthia Murphy
July 09, 2026 at 12:30 PM EDT – Length: 30 Minutes
Enhanced index using AI: What if your core did a bit more?
Presented by: David Wright, Benjamin Becker, CFA, & Cinthia Murphy
July 13, 2026 at 12:30 PM EDT – Length: 30 Minutes
The Robot in the Room: Physical AI, Humanoids, and the Careers Your Clients' Kids Will Actually Have
Presented by: Illah Nourbakhsh & Zeno Mercer
July 16, 2026 at 11:00 AM EDT – Length: 60 Minutes
approved for 1.0 CE credits
Rare earths: Critical elements at a critical moment
Presented by: Steve Schoffstall & Roxanna Islam, CFA, CAIA
July 16, 2026 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
The Outsized Impact of Microreactor Progress on the Nuclear Industry
Presented by: Steffan Szumowski & Cinthia Murphy
July 20, 2026 at 12:30 PM EDT – Length: 30 Minutes
T. Rowe Price Capital Appreciation income and dynamic allocation strategies
Presented by: Farris Shuggi, CFA, Brian McMullen & Kirsten Chang
July 21, 2026 at 12:30 PM EDT – Length: 30 Minutes
Navigating What’s Next: Market Outlook and Portfolio Positioning for the Rest of the Year
Presented by: Brad Pineault, CFA, Craig Ebeling, CIMA® & Roxanna Islam, CFA, CAIA
July 28, 2026 at 11:30 AM EDT – Length: 60 Minutes
approved for 1.0 CE credits
Core portfolio strength may matter more than ever
Presented by: Jaime Lee, Ph.D, Jordan Burleigh & Kirsten Chang
July 29, 2026 at 12:30 PM EDT – Length: 30 Minutes
Inside the Fastest-Growing Corner of the Income ETF Market
Presented by: Will Rhind & Cinthia Murphy
July 30, 2026 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits
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
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
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
