Q2 Market Outlook Symposium

Defining the Quarter Ahead.

April 30, 202611am ET / 8am PT

Overview

As we move into the second quarter of 2026, the global economy is reaching a critical inflection point. The Q2 Market Outlook Symposium convenes leading investment strategists to analyze how shifting fiscal policies, evolving inflation data, and sector-specific rotations are redefining the investment landscape.

Participants will gain a deep understanding of the macroeconomic drivers shaping the next three months. We will move beyond the headlines to provide actionable insights on portfolio construction, risk mitigation, and identifying value in an environment characterized by both transition and opportunity.

Topics covered will include:

Fixed Income

Autocallable ETFs

Fixed Income Alternatives/CLOs

Tax Efficient Investing

Defense Investing

Artificial Intelligence

Energy Investing

Register today for this free Symposium, accepted for One and a Half (1.5) continuing education (CE) credits by the North American Securities Administrators Association™ (NASAA)*, Certified Financial Planner Board of Standards for the CFP® designation, The Investment and Wealth Institute for CIMA®, CPWA®, RMA®, and CIMC designations, The ETF Institute for the CETF® designation and The American College of Financial Services.

*NASAA does not endorse any particular provider of CE courses. The content of the course and any views expressed are my/our own and do not necessarily reflect the views of NASAA or any of its member jurisdictions.

Agenda

11:05 AM ET

The Yield Tug-of-War: Solving the Active-Passive Puzzle in Fixed Income

The agility of active management meets the systematic efficiency of passive management in this head-to-head exploration of the best ETF strategies to capture fixed income yield and maximize total return.
11:25 AM ET

The Next Frontier of Yield: Structural Tax Advantages in Autocallable ETFs

Autocallable ETFs are emerging as a new frontier in income investing, offering a way to access structured, options-based payoff profiles in a more familiar ETF wrapper. We will explore how these strategies work, where they may fit in portfolios, and what advisors need to consider.
11:35 AM ET

The New Fixed Income Alternative: High-Grade and Opportunistic CLOs

The fixed income narrative in 2026 is quickly shifting from a simple hunt for yield to dealing with dispersion in the credit markets and the need to stay nimble amid a nuanced Fed policy cycle. Wiith stocks still volatile and money market rates falling, we’ll dive into more sophisticated tools advisors can add to their clients’ portfolios – and discuss why CLOs have suddenly gone from niche products to mainstream.
11:45 AM ET

Tax-Efficient Investing: Maximizing Returns in Income Portfolios

Many advisors are building an income sleeve to client portfolios using options based ETFs. We will look at why and how to do so in a tax efficient manner with the experts from NEOS. They offer a range of products offering equity, bond and alternative exposure and a higher income stream.
11:55 PM ET

Defense Investing: A Modern Approach

The battleground has expanded from the trenches to the stratosphere. As geopolitical heat keeps Defense investing centerstage, we explore the opportunities in thematic concentration.
12:05 PM ET

How Physical AI is Building the Future Economy

No matter who comes first in the AI race or what the digital field looks like in 10 years, robotics is poised to win. We will dive into the dawn of physical AI, exploring how edge computing and shared autonomy are transforming machines in the real world. Discover the hidden value chain driving this shift and what advisors need to know to position portfolios for the future economy.
12:15 PM ET

Energy Investing Amid a Crisis: What Advisors Should Consider

The spike in oil and liquefied natural gas prices in 2026 had broad ramifications. How should investors think about their energy allocation from here? Where may there be opportunities as energy security remains topical?