ETFs & Funds

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. 

ETF industry veterans from YieldMax™ ETFs will present how structured options overlays, including synthetic covered calls and 0DTE exposures, are implemented within YieldMax ETFs to target enhanced income. The discussion will explore the mechanics behind these strategies, including distribution dynamics and risk management considerations across single-stock, fund-of-fund, and thematic exposures. It will also provide insight into how these approaches may serve as tools for income diversification and volatility harvesting.

As you navigate unpredictable markets, a bond ladder strategy that prioritizes reliability can help you stay invested in your long-term goals. Join Nate Conrad, Head of LifeX, as he discusses the benefits of bond ladders and the LDDR ETF—a cash flow solution purpose-built to help you weather today's challenging investment landscape.

Investing involves risk and principal loss is possible. View important information on LDDR here. Distributed by Foreside Financial Services, LLC.

OG innovator, thought leader, and CEO of PetroVybe, Peter A Snell, uncovers a new opportunity for investors to profit from the convergence of biblical stewardship in business and the development of natural gas as the only reasonable fuel capable of meeting AI-driven electricity demand.

Discover how Alpha Structured Finance LP seeks to deliver investor-aligned returns through niche, credit-oriented structured deals with public companies. This session will cover deal structuring, downside protection strategies, and how ASF targets 20% IRR through milestone-based funding and convertible securities. Investors will learn how to participate in this alternative investment approach.