October 2023 - The Unfolding Credit Cycle with Sam Haskell, Managing Member of Colarion, LLC.
April 20, 2023 - CFA Society Rochester's Annual Dinner: Does Geopolitics Impact Your Investments with Marko Papic, Chief Strategist of Clocktower Group and Author of Geopolitical Alpha
Click Here for Marko's presentation
May 5, 2022 - Shortcomings of ESG, Opportunities in the Energy Transition and the Changing Geopolitical Landscape with Will Thompson, Massif Capital, LLC
December 14, 2021 - The Economics of Empires with Jamie Catherwood, O'Shaughnessey Asset Management
November 9, 2021- Pre-Merger SPACS - An Alternative to Short-Term Fixed Income Allocations with David Sherman, CrossingBridge Advisors, LLC
October 21, 2021 - Boom & Bust: A Global History of Financial Bubbles with John D. Turner., Professor of Finance and Financial History at Queen’s University Belfast
July 20, 2021 - Real World Implementation of Small Cap Activism with Andrew Shapiro, Lawndale Capital Managment, LLC
June 16, 2021 - A Discussion on ESG Investing with Liz Simmie, Honeytree Investment Management
May 18, 2021 - Vuzix Overview with CEO Paul Travers
April 28, 2021 - Ideas for Portfolio Construction in an Uncertain World with Louis-Vincent Gave, Gavekal
March 3, 2021 - Net Lease Overview with Broadstone Net Lease, Inc.
February 10, 2021 - Debt in a Time of Pandemic with Lacy Hunt, Hoisington Investment Management Company
November 10, 2020 - Recent Market Tumult and The Prognosis For Value Investing with Rob Arnott, Research Affiliates
October 27, 2020 - Stuck on Repeat: Familiar Trends and Themes in Financial History with Jamie Catherwood, O'Shaughnessy Asset Management
August 19, 2020 - Fewer, Richer, Greener with Laurence B. Siegel, CFA Institute Research Foundation
May 19, 2020 - Coronavirus and the Idea Multiplier with Andrew Patterson, Vanguard