Update on the war as the Israeli offensive into Rafah nears Israel’s strategy and next steps in the war against Hamas Risk of escalation with Iran and its proxy forces in the region U.S. support of Israel and construction of the aid pier China, Taiwan, India, Russia, and Ukraine Macroeconomic implications

Table of Contents​ Introduction​ War Between Israel and Hamas Continues​ Iran-Backed Houthi Forces Increase Attacks in Red Sea​ Russia | Ukraine Update​ China Increases Tension with the Philippines and Taiwan​ Crisis in Haiti​ Macroeconomic Implications​ Conclusion

Table of contents: Introduction War Between Israel and Hamas Continues Risk of Regional Conflict with Iran Grows Russia | Ukraine Update China Puts Pressure on Taiwan Following the Election Venezuela and Guyana Macroeconomic Implications Conclusion

Table of Contents​ Introduction​ Election in Taiwan Increases Tension with China​ Threat from Iran Grows​ War Between Israel and Hamas Continues​ Russia | Ukraine Stalemate Throughout Much of This Year​ Turkey, Venezuela, Ecuador, Africa​ Macroeconomic Implications​ Q&A and Conclusion

Table of Contents​ Introduction​ Israel resumes its operations following the end of the ceasefire​ Houthi rebels increase attacks in Red Sea​ U.S. strikes against Iranian-backed proxy forces in Syria and Iraq​ Update on China, Russia, and the war in Ukraine​ Macroeconomic impacts​ Conclusion

This is a recording from a webinar held on November 2nd, 2023 featuring Lieutenant General David Deptula, Major General Mastin Robeson , our Head of Macro strategy Peter Tchir, and it is moderated by Rachel Washburn Vice President of Geopolitical Strategy at Academy Securities Introduction Update on the war as the Israeli ground offensive intensifies Israel's strategy and next steps in the war against Hamas Risk of escalation with Iran and its proxy forces in the region U S support of Israel and recent strikes against Iranian proxy forces in Syria Macroeconomic implications of the war Conclusion

Table of Contents​ Introduction​ Overview of the situation​ Other parties that could get involved (Hezbollah, Iran)​ U.S. role in supporting Israel​ Impact to the strategic landscape in the Middle East​ Macroeconomic implications ​ Conclusion

History of AI, key terms, and where we are today​ How AI will transform industries and the workforce​ Economic implications of AI​ Impact to geopolitical relationships​ Military use of AI (and considerations) ​ Future applications of AI

What led up to the crisis in Russia​ Wagner chief Prigozhin’s march on Moscow and why it stopped​ How this crisis will have an impact on President Putin ​ Future of the Wagner Group​ Macroeconomic implications​ What this means for the war in Ukraine​ Relationship between Russia and China

Table of Contents​ Introduction​ Evolution of the U.S. strategic competition with China​ China’s engagement with allies of the U.S.​ The risk of a military confrontation over Taiwan​ Areas of potential cooperation between the U.S. and China ​ Conclusion​

Table of Contents​ Introduction​ Update on Russia and Ukraine​ China, Taiwan, Japan, North Korea, and U.S. Influence in the Region​ India​ Iran​ Turkey/Greece​ Central and South America​ Cyber​ Macroeconomic Implications​ Conclusion

• Introduction • Crypto Industry Overview • FTX Situation Update • Macro-Implications in the Crypto Space • Mainstream Adoption of Crypto/Blockchain • ESG Applications of Crypto • Geopolitical Aspects of Crypto

Table of Contents​ Introduction: 00:00 – 2:00​ Seven Months into Russia’s Invasion of Ukraine: 2:01 - 13:10​ The Path Forward for Ukraine: U.S. and NATO Support: 13:11 – 29:15​ Economic Implications for Europe and the West: 29:16 – 39:00​ The Path Forward for Russia: China and the Nuclear Threat: 39:01 – 42:15​ Transition to Sustainable Energy: 42:16 – 46:45​ Iranian Nuclear Program: 46:46 – 48:55​ Q&A: 48:56 – 57:11​ Conclusion: 57:12 - End​

Table of Contents​ Introduction: 00:00 - 1:27​ Risk of Russian Nuclear/WMD Use in Ukraine: 1:28 - 6:21​ Proliferation and Modernization of Nuclear Weapons: 6:22 - 14:13​ Market Assessment of Nuclear Risk: 14:14 – 16:29​ Nuclear Threat from North Korea: 16:30 – 21:30​ Iran’s Nuclear Program: 21:31 – 27:40​ Future of Nuclear Power & ESG: 27:41 – 43:00​ Conclusion: 43:01 - End

Geopolitical & Macro Strategy discussions focusing on risks around the globe that have the capacity to impact capital markets and the world economy

Table of Contents​ Introduction: 00:00 – 1:20​ Cyber concerns related to Russia’s invasion of Ukraine: 1:21 – 7:50​ Cyber use in conjunction with sanctions: 7:51 – 10:42​ Can a cyber-attack trigger a NATO Article 5 response?: 10:43 – 13:15​ Critical infrastructure that could be at risk: 13:16 – 15:25​ Russia’s and Ukraine’s cyber capabilities: 15:26 – 19:20​ Q&A: 19:21 – 24:31​ Conclusion: 24:32 – End

Table of Contents​ Introduction: 00:00 – 1:23​ State of Geopolitical Risk in 2022: 1:24 – 6:23​ Macro Perspective: End of an Era: 6:24 – 8:08​ India and Central/South America: 8:09 – 13:45​ Supply Chains, Cyber, and ESG: 13:46 – 22:39​ Space and Nuclear Weapons: 22:40 – 30:12​ Other Areas of Concern: 30:13 – 38:28​ Conclusion: 38:29 – End

Table of Contents Introduction: 00:00 – 1:53 Status of the Iranian Nuclear Negotiations: 1:54 – 11:32 Israel’s Nuclear Weapons and Capabilities: 11:33 – 20:50 International Coalition to Confront Iran: 20:51 – 25:39 Nuclear Power Industry: 25:40 – 33:20 Chinese/Russian Hypersonic Technology and Space: 33:21 – 45:52 Q&A and Conclusion: 45:53 – End

The second episode in our ESG series focuses on Social Responsibility and Diversity & Inclusion. Our contributors to this conversation include: Rachel Washburn - Head of Geopolitical Intelligence Peter Tchir - Head of Macro Strategy Janie Mines - SVP of Inclusion & Innovation Mike Rodriguez - Head of ESG Table of Contents 0:00 - 1:43- Introductions 1:44 - 3:33 - Importance of Diversity 3:34 - 10:31 - Market Implications of Social Responsibility 10:32 - 17:59 - ESG Investing & Supply Chains 18:00 - 28:59 - Social Responsibility Metrics 29:00 - 32:54 - Key Takeaways & Final Thoughts

Table of Contents Introduction: 00:00 - 01:04 Why this matters to us: 1:05 - 02:59 The departure of the United States and the lead up to the collapse: 3:00 - 7:45 The strategic purpose of our presence - where we started, why we stayed and what risks to watch for next: 7:46 - 11:09 What does stability for Afghanistan look like today: 11:10 - 12:59 China and Other Superpowers in the region, the global economy moving forward and how we recover: 13:00 - 19:53 How this is different other nations’ post war recoveries, and future supply chain concerns: 19:54 - 25:40 Q&A: Threats left in the region and what does a Taliban Government like going forward: 25:41 - 28:01 How will this effect government spending and what does this mean for consumers, and closing thoughts: 28:02 - end