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See all the videos, read the transcripts, download the slides

Buzz

"As always, wonderful selections of presenters as well as content. I found the session with the journalists to be especially interesting. Thank you for hosting."

Stephanie Patterson
Oelschlager Investments

 

Educational

"I thought the panel handled the complexities and challenges of moving into the ETF world very well. The media panel was excellent, both guests gave thoughtful yet easy to implement ideas on working with media.."

Peter Tuz, president
Chase Investment Counsel

Takeaways

"From the mouth of advisors was very helpful! Our team is currently looking for new ideas and this was just what I needed to think up something unique to get advisors' attention."
 

Nathan Rhodes,
Nationwide

Value-add

"Well done, and a few valuable a-ha moments-- especially enjoyed the ETF segment."

WIlliam Poulin,
Lloyd Tevis Investments

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VIDEOS | TRANSCRIPTS | SLIDES

Each session is 30-minutes. The accompanying transcripts include Q&A answered during and after the broadcast. We trust you'll find value!

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