Below is a list of our past Speaker Topics. Feel free to reach out to us or directly to the speaker (if their information is provided) 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

May 14, 2024
Topic: Digital Marketing and Podcasts
Speaker: Mike Langford, CEO of finservMarketing and Founder of PodBox

May 7, 2024
Webinar Topic: Total Cost of ETF Ownership
Speaker: Ed Rosenberg, Managing Director, Head of ETF & Funds Management and Sean Walker, Executive Director, Head of Sales for ETFs and Funds Management at Texas Capital Bank

April 23, 2024
Webinar Topic: Where Indexes and Factors Fall Short
Speaker: Jeromey Thornton, CFA. Vice President & Senior Investment Director, Avantis; Moderated by: Daniel Sharplin, CFP®, Vice President, Relationship Director & Investment Specialist, Avantis

March 26, 2024
Virtual Partner Webinar CE Day

February 13, 2024
Topic: When Tailwinds Become Headwinds: The Impact of Monetary Policy on Index Investing
Speaker: Dan Kullman, CEO & CIO, Daniel Zevulun Advisors, LLC

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