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    1. Events & Webcasts

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    Events & Webcasts
    featuring our team of global market experts

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    • Webcasts
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    CTA1

    WEBCASTS

    Upcoming Recorded
    Upcoming

    2Q23 Guide to Alternatives

    June 5, 2023 @ 11 am ET; Featuring: David Lebovitz

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    Value or Growth? Why not both?

    June 8, 2023 @ 11 am ET; Featuring: Clare Hart and Giri Devulapally

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    Dr. David Kelly Webcast: Moving to a hawkish pause

    June 14, 2023 @ 11 am ET; Featuring: Dr. David Kelly and John Bilton

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    Recorded

    Investing Principles

    May 22, 2023 @ 11 am ET; Featuring: Jack Manley

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    Investment strategy update: Searching for consistent income with equity exposure

    May 18, 2023 @ 11 am ET; Featuring: Hamilton Reiner

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    Investment strategy update: Using an absolute-return-oriented approach to complement your core fixed income

    May 17, 2023 @ 11 am ET; Featuring: Bill Eigen

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    Investment implications of the U.S. Debt Ceiling

    May 15, 2023 @ 11 am ET; Featuring: Dr. David Kelly, Elizabeth Herman and Ed Fitzpatrick

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    Quarterly SmartRetirement Review

    May 11, 2023 @ 11 am ET; Featuring: Dan Oldroyd

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    Positioning bond portfolios for today's markets

    May 8, 2023 @ 11 am ET; Featuring: Rick Figuly, Andrew Norelli and Cary Fitzgerald

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    Stay ahead of the game: Using active management in today's market

    May 4, 2023 @ 11 am ET; Featuring: Phil Camporeale and Meera Pandit

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    Dr. David Kelly Webcast: Peak Rates?

    May 3, 2023 @ 11 am ET; Featuring: Dr. David Kelly and Gabriela Santos

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    Quarterly DC Review

    April 27, 2023 @ 11 am ET; Featuring: Mike Conrath and David Lebovitz

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    Investment strategy update: Using an absolute-return-oriented approach to complement your core fixed income

    April 19, 2023 @ 11 am ET; Featuring: Bill Eigen

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    Sorting through value and risk in real estate markets

    April 10, 2023 @ 11 am ET; Featuring: David Lebovitz, Brian Nottage, Candace Chao

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    2Q23 Guide to the Markets

    April 3, 2023 @ 11 am ET; Featuring Dr. David Kelly, David Lebovitz

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    Dr. Kelly Broad Market Webcast: Stress test for the Fed

    March 22, 2023 @ 4:15 pm ET; Featuring Dr. David Kelly, John Bilton

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    Investment strategy update: Using an absolute-return-oriented approach to complement your core fixed income

    March 21, 2023 @ 11 am ET; featuring Bill Eigen

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    Banking Turmoil, Europe and the Fed

    March 20, 2023 @ 11 am ET; Featuring Dr. David Kelly, Karen Ward

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    Market events may not repeat themselves, but they often rhyme

    March 16, 2023 @ 11 am ET; Featuring Dr. David Kelly, Lee Spelman, Hamilton Reiner, Jonathan Simon

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    Investment Update on Fixed Income, the Markets and Our Path Forward with Bob Michele and James McNerny

    March 15, 2023 @ 4:15 pm ET; Featuring Bob Michele, James McNerny

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    A conversation with Dr. David Kelly and Giri Devulapally

    March 14, 2023 @ 11:00 am ET; featuring David Kelly, Giri Devulapally

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    Market Response: Views Across Asset Classes

    March 13, 2023 @ 4:15 pm ET; featuring John Donohue, Paul Quinsee, Steve Wharton, Bob Michele, Gary Herbert, Topher Dawe

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    Dr. David Kelly: Market Update

    March 13, 2023 @ 11:00 am ET; featuring Dr. David Kelly

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    Tax-smarter investing: Personalized approach, simplified process

    March 9, 2023 @ 11 am ET; Featuring Hiren Patel, Ashley Rose Maisano

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    2023 Guide to Retirement Launch

    March 6, 2023 @ 11 am ET; featuring Mike Conrath, Dr. David Kelly

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    College planning 2023: New tools, rules and opportunities

    March 2, 2023 @ 11 am ET; featuring Mike Conrath, Joe Dionne

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    Investment strategy update: An active approach to identify underappreciated growth companies

    February 16, 2023 @ 11 am ET; featuring Giri Devulapally

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    Investment strategy update: Using an absolute-return-oriented approach to complement your core fixed income

    February 15, 2023 @ 11 am ET; featuring Bill Eigen

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    Quarterly SmartRetirement Review

    February 9, 2023 @ 11:00 AM EST; featuring Dan Oldroyd, Lathan Mahaffey

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    Dr. Kelly Broad Market Webcast: Policy Headwinds in a Cooling Economy

    February 1, 2023 @ 4:15 pm ET; featuring Dr. David Kelly, Gabriela Santos

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    Investment strategy update: Quality at the core

    January 26, 2023 @ 11 am ET; featuring Steve Lear, Rick Figuly, Corey Hill

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    New Year, New Outlook?

    January 19, 2023 @ 11 am ET; featuring Dr. David Kelly, Paul Quinsee, Bob Michele, Katy Thorneycroft

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    Quarterly DC Review

    January 10, 2023 @ 11 am ET; featuring Dan Notto, Gabriela Santos

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    1Q23 Guide to the Markets Webcast

    January 3, 2023 @ 11 am ET; featuring Dr. David Kelly, David Lebovitz

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    Congress poised to pass SECURE 2.0! Now what?

    December 22, 2022 @ 2 pm ET; featuring Dan Notto

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    Dr. Kelly Broad Market Webcast: December

    December 14, 2022 @ 4:15 pm ET; featuring Dr. David Kelly

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    1Q23 Asset Allocation Views

    December 5, 2022 @ 11:00 am ET; featuring Dr. David Kelly, Michael Albrecht

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    Rising from the ashes: New opportunities in fixed income

    December 1, 2022 @ 11:00 am ET; featuring Bob Michele, Steven Lear, Andrew Norelli

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    An asset allocation playbook: Building stronger portfolios in an evolving landscape

    November 30, 2022 @ 11:00 am ET; featuring Corey Hill, Amy Moroz

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    2023 Long-Term Capital Markets Assumption Videocast

    November 14, 2022 @ 11 am ET; featuring Dr. David Kelly, John Bilton

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    CTA2

    CONTINUING EDUCATION OPPORTUNITIES

    An asset allocation playbook: Building stronger portfolios in an evolving landscape

    Featuring: Corey Hill, Amy Moroz

    Attend now

    Guide to Alternatives (CE) Webcast

    Featuring: David Lebovitz

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    Navigating Investment Challenges – A Post Pandemic World

    Featuring: Jack Manley and Corey Hill

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    Rethinking Your Traditional Fixed Income Allocations

    Featuring: Corey Hill

    Attend now
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