ETFs & Funds

Say, you are evaluating an AI-based platform that someone on your team highly recommends. How do you validate the system performance when you don't know what's inside the "box"? This talk will focus on an innovative methodology developed by Irene Aldridge to efficiently "unbox" an AI model. Gain confidence in dealing with AI models going forward. The talk will be based on a paper by Irene Aldridge available here.

A brief dive into alternative investments, what they entail, the regulations behind them, and how your audience can truly benefit from alternative investments in an unstable market and unstable policies. This will lead into how leveraging self-directed IRAs can defer taxes on alternatives and what the best type of account could be for each unique situation. We can alter the presentation to focus more or less on the IRA side of things if need be.   

Explore how convertible debt and equity products are unlocking alpha in today’s global investment landscape. This webinar will break down real transactions and reveal how sophisticated structures drive outsized returns.

In a rapidly evolving market, understanding how to effectively navigate the ETF landscape is more important than ever. This session will explore ETF trading best practices, highlight the advantages of low volatility strategies in today’s environment, and unpack the growing role of active management in portfolio construction. We’ll also examine the rising appeal of high-yielding cash equivalents and how they can serve as a valuable tool in managing risk and enhancing returns. Whether you're looking to refine your ETF approach or seeking new ideas for stability and yield, this session will offer timely insights and practical takeaways.

Could your portfolio use a tune-up? Then join us for this interactive ETF roundtable! You'll learn about new investing approaches that you can access via innovative, low-cost funds from a trio of our event sponsors.

CORE Tax Deeds attempts to simplify and improve the process of purchasing redeemable tax deeds at auctions in Texas. We aim to reduce the risk to investors and make the process more efficient and profitable.

In this provocative 30-minute presentation, Independent ETF Expert and Financial Futurist Dave Nadig will discuss how ETFs have migrated from trustworthy to problematic in a few short years. In the current "YOLO" regulatory environment, the burden of avoiding the stinkers is firmly on you, so he'll cover where ETFs can provide world-class exposure—and where they can lead the unwary investor into traps of unexpected volatility, liquidity problems, and hidden fees. 

More and more exotic and volatile ETFs are being launched as investors have shown an interest in portfolio 'hot sauce' to complement a more ‘plain vanilla’ core. This session will go over the pros and cons of these different types of hot sauce ETFs that investors now have access to, including leveraged ETFs, single stock ETFs, covered call strategies, crypto, and themes.   

The “Worst Six Months” of the year, May-October, AKA “Sell in May,” are underway. It’s time to reevaluate your portfolio. In this volatile post-election year market, it critical not to sell willy-nilly. Jeff will rundown ETFs to avoid and the best sector ETFs to rotate into for the “Worst Six Months.” He will also share his updated outlook for the rest of 2025 and why Q3 may prove troublesome for stocks.