Agenda

• 11:05 AM ET

  Unlocking Growth: High-Conviction Opportunities in Japan

  Japan’s market is currently defined by transition. We explore the shifting macroeconomic trends to capture growth beyond traditional, broad-market allocations.

• 11:35 AM ET

  Innovative US Equity Strategies

  The core of your clients portfolios remains intact but you need to understand what the fundamental drivers are for the second half. This session will cover the outlook for US equities and where the opportunities look brightest.

• 12:05 AM ET

  Bond, Active Bonds: The Income Playbook

  The U.S. is grappling with a series of stubborn inflation reports, sending bond markets reeling across the globe. With yields rising at an alarming rate, our panel of experts breaks down key macro drivers to watch closely — including inflation, growth and the Fed’s potential policy pivot — while identifying strategic allocations across core bond portfolios to effectively manage risk and capture yield in what could be a “higher-for-longer” rate regime.

• 12:20 PM ET

  Autocallable ETF Suite: Innovative Income & Growth

  Discover a modern approach to risk-adjusted yield with autocallable ETFs. By utilizing institutional-grade autocallable options strategies, this suite offers investors a unique balance of high-yield monthly income, downside barrier protection, and targeted equity growth across major market indices.

• 12:35 PM ET

  Redefining the Future of Global Infrastructure

  Global infrastructure is an evolving theme thanks to the impact of AI, connectivity, renewable energy transition and investment trends. We unpack the growth, income and diversification opportunities within.

• 1:05 PM ET

  What Are Advisors Missing About Municipal Bonds?

  Municipal bonds are no longer a “set-it-and-forget-it” investment. Because the market has become highly fragmented and complex, advisors must shift from passive indexing to active, rigorous credit screening to maximize returns.

• 1:20 PM ET

  Beyond the Buildout: Where the AI Trade Goes Next

  The infrastructure phase of the AI trade is in full swing, and capital is broadening into the inference layer of connectivity, cyber, edge and photonics. This session makes the case that embodiment is the next and least-owned leg, where intelligence steps off the server rack and goes to work in the physical world.

• 1:35 PM ET

  Modern ETF Solutions for the Next Era of Energy

  Amid energy transitions and shifting economic realities, how can portfolios be positioned for today’s income needs and tomorrow’s goals? Join us to learn how the growing demands of AI, supply chain constraints, and power needs have created a unique environment for critical metals, battery technology, and economically relevant industries like oil, gas, and chemicals.