July 11th: TAA at the individual stock level – Winners Revert, Losers Revert . . . Granularity Matters
Fri, July 11, 2025 11:00 AM – 11:45 AM (EDT)
Zoom Meeting Registration
Zoom Meeting Registration
July 18th: OCIO – Outsourced Chief Investment Officer . . . What, why
Fri, July 18, 2025 11:00 AM – 11:45 AM (EDT)
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Zoom Meeting Registration
July 25th: Private Debt – Blessing and absolute curse
Fri, July 25, 2025 11:00 AM – 11:45 AM (EDT)
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Zoom Meeting Registration
August 1st: Investment market reality – Avoiding the hype, traps, and bad players
Fri, August 01, 2025 11:00 AM – 11:45 AM (EDT)
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Zoom Meeting Registration
August 8th: What’s really going on with the economy and the government
Fri, August 08, 2025 11:00 AM – 11:45 AM (EDT)
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Zoom Meeting Registration
August 15th: Why do we have a trade deficit, is this normal, can tariffs help
Fri, August 15, 2025 11:00 AM – 11:45 AM (EDT)
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Zoom Meeting Registration
August 22nd: Investment market performance since Feb 19th, what, why, the future
Fri, August 22, 2025 11:00 AM – 11:45 AM (EDT)
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Zoom Meeting Registration
September 5th: AI (Artificial Intelligence) . . . Do I really understand anything?
Fri, September 05, 2025 11:00 AM – 11:45 AM (EDT)
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Zoom Meeting Registration
September 12th: Three best investment-support solutions for the profitable growing advisor
Fri, September 12, 2025 11:00 AM – 11:45 AM (EDT)
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Zoom Meeting Registration
September 19th: Rob’s forecast for the next 1-year and 10-years . . . How to implement
Fri, September 19, 2025 11:00 AM – 11:45 AM (EDT)
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Zoom Meeting Registration
September 26th: How does Rob manage his own investments and spend-down . . . And why
Fri, September 26, 2025 11:00 AM – 11:45 AM (EDT)
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Zoom Meeting Registration
October 3rd: OCIO – Outsourced Chief Investment Officer . . . What, why
Fri, October 03, 2025 11:00 AM – 11:45 AM (EDT)
Zoom Meeting Registration
Zoom Meeting Registration