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DATE: October 6, 2026
TIME: 11:00 am – 12:00 pm PT
LOCATION: Live Webinar
DESCRIPTION:
Machine learning has moved from novelty to infrastructure. The models are mature, the data is deep, and the question for advisors is no longer whether A.I. belongs in an equity process, it’s how to tell disciplined implementation from marketing.
Join Joseph Engelberg, Chief Research Officer, and Daniel Krause, Head of Sales & Partner, for a look at how quantitative investing is evolving as machine learning models come of age, and what that means for the portfolios you build. Joseph and Dan will also deliver a full update on Counterpoint’s Equity strategies and share our outlook on equity performance heading into the fourth quarter of 2026.
Bring your questions — we’ll leave time for them.
DATE: May 26, 2026
LOCATION: On-Demand Webinar
DESCRIPTION:
U.S. fixed income markets have delivered modestly positive year-to-date returns in 2026, supported primarily by elevated starting yields and early-year price appreciation as Treasury yields initially moved lower. However, performance has become more mixed as inflation concerns re-emerged and expectations for future rate cuts were scaled back.
DATE: April 23, 2026
LOCATION: On-Demand Webinar
DESCRIPTION:
Watch Chief Research Officer, Joseph Engelberg and Daniel Krause, Head of Sales & Partner at Counterpoint Funds, to learn how quantitative factors performed globally year-to-date and how they contributed to Counterpoint’s equity strategies.
DATE: October 28, 2025
LOCATION: On-Demand Webinar
DESCRIPTION:
Watch the on-demand webinar with Michael Krause, Partner & Chief Investment Officer, and Daniel Krause, Partner & Head of Sales at Counterpoint Funds, for an update on Counterpoint’s fixed income funds and our fall investment outlook as we move further into the fourth quarter of 2025.
DATE: September 30, 2025
LOCATION: On-Demand Webinar
DESCRIPTION:
Watch the on-demand webinar with Chief Research Officer, Joseph Engelberg and Daniel Krause, Head of Sales & Partner at Counterpoint Funds, to learn how A.I. is leveraged in the quantitative investment space, and receive an update on Counterpoint’s Equity strategies along with our investment outlook.
DATE: August 23, 2023
LOCATION: On-Demand Webinar
DESCRIPTION:
Actively seeking diverse viewpoints may improve returns when investing in stocks. Investing according to an “echo chamber” that reproduces and reinforces prior opinions, however, can severely drag on performance. New research by Joey Engelberg, Will Mullins, and J. Anthony Cookson shows investors how echo chambers form and how to avoid them.
DATE: May 26, 2021
LOCATION: On-Demand Webinar
DESCRIPTION:
Cyber security threats and data breaches have accelerated during the COVID-19 pandemic, as the confusion and work-from-home orders created a perfect storm of security vulnerability. Hear from leading cyber security and compliance experts break down what advisors should know, the steps they can take to protect their clients, and how to stay compliant.
Mutual Funds involve risk including the possible loss of principal. Investors should carefully consider the investment objectives, risks, charges and expenses of the funds managed by Counterpoint Funds. This and other important information about the funds is available in their prospectuses, which can be obtained at counterpointfunds.com or by calling 844-273-8637. The prospectuses should be read carefully before investing. The Counterpoint Funds fund family is distributed by Northern Lights Distributors, LLC member FINRA/SIPC. To reach the Counterpoint sales team, please refer to our contact page.
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