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