Welcome to the

Monday, December 15, 2025 • 12:00pm - 1:30pm ET
Accepted for 1.5 CFP / IWI / CFA CE Credits

Designed exclusively for financial advisors, the Advisor Playbook will showcase strategies, educational content, and research from expert investment managers.

Agenda

Join us for the 2025 Advisor Playbook Symposium designed exclusively for financial advisors. This online event will provide expert insights from thought leaders across the globe. These interactive, educational sessions offer CE credits and are complimentary for financial professionals. Topics to be covered during this live event include:

Trends & Opportunities in Artificial Intelligence

Geopolitical Outlook

Current State of Emerging Markets

Income Generation Opportunities for 2026

Speakers


Scott Helfstein

Scott Helfstein

Head of Investment Strategy

Global X

Scott joined Global X in 2022. He leads a team responsible for identifying investment opportunities based on evolving economic and market trends, communicating viewpoints across channels, creating customized investment solutions, and delivering competitive intelligence. Previously, Scott was Head of Thematic Portfolios and Co-Head of Market Research and Strategy at Morgan Stanley. He also held roles at ProShares, BNY Mellon, Credit Suisse First Boston, The United States Military Academy, and the Federal Reserve Board of Governors. His work has appeared in numerous media outlets including Barron’s, Bloomberg, and Foreign Affairs. Scott holds a Joint Doctorate in Public Policy and Political Science from the University of Michigan, an MA in War Studies from King’s College (London), and a BBA in Finance from The George Washington University.

Simeon Hyman, CFA

Simeon Hyman, CFA

Global Investment Strategist, Head of Investment Strategy

ProShares

Simeon Hyman joined ProShares in 2013 and is currently the firm’s Global Investment Strategist and Head of Investment Strategy. Mr. Hyman leads a team of investment professionals engaged in portfolio analysis, product research and development, education, and the delivery of investment strategies using the company’s ETFs. He and his team are also responsible for the development and publication of research, white papers, and other content to present ProShares as a leader in the ETF industry. Prior to ProShares, Mr. Hyman spent several years at Bloomberg, where he was Chief Investment Officer for Bloomberg’s technology-driven wealth management business, BloombergBlack. He also served as Chairman of the Investment Committee and led the team of investment professionals tasked with the continuous delivery of investment advice, research content, and strategic and tactical asset allocation guidance. Before joining Bloomberg, Mr. Hyman was Head of Investment Strategy and Due Diligence for UBS. There, he established asset allocation and investment strategies for the $300 billion UBS U.S. Wealth Management business and directed due diligence for the $50 billion separately managed account business. Prior to UBS, Mr. Hyman served as the Chief Investment Officer of Lehman Brothers Trust Company. Mr. Hyman earned a bachelor’s and a master’s degree in economics from the University of Connecticut and an MBA from Columbia Business School. He holds Series 7, 24, 63, and 66 FINRA registrations and the Chartered Financial Analyst designation.

Kieran Kirwan, CAIA

Kieran Kirwan, CAIA

Senior Investment Strategist

ProShares

Kieran Kirwan joined ProShares in 2013 and currently serves as Director, Senior Investment Strategist. His responsibilities include portfolio analysis, education, product research and development, and the presentation of investment strategies using the company’s ETFs. Prior to joining ProShares, Mr. Kirwan served in a variety of roles during a 15-year tenure with Deutsche Asset & Wealth Management (Deutsche Bank). Most recently he was a Vice President, serving as lead investment specialist representing several strategies in the global equity, commodities, infrastructure and real estate asset classes to prospects and clients. Before that, Mr. Kirwan was Vice President, Product Strategy and Economics, responsible for the platform’s product profitability and distribution strategy initiatives, Vice President, Finance and Controlling Group, and an Associate Vice President with the Financial Reporting Group. Mr. Kirwan earned a bachelor’s degree in accountancy from the University of Illinois at Urbana-Champaign, holds Series 7, 24 and 63 FINRA registrations, and holds the Chartered Alternative Investment Analyst designation.

Register

This is an online event, and registration is complimentary for financial advisors.
Monday, December 15, 2025 • 12:00pm - 1:30pm ET • Accepted for 1.5 CFP / IWI / CFA CE Credits
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*I am a financial professional. I understand that this event is for financial professionals only, and I may be contacted by the sponsor.

Sponsors

Producers

RIA Channel® provides investment manager research, thought leadership, market commentary and investment news to the financial advisor community. RIA Channel produces over 250 investment webcasts annually, and reaches an audience of over 400,000 financial advisors.

RIA Database® provides financial software and comprehensive profiles on RIAs, Bank/Trust Institutions, Registered Reps, Broker/Dealers and Family Offices. RIA Database services more than 600 financial institutions world-wide.