The premier CE destination for Canada's financial professionals

Generation ETFs: S3E14 - COVID-19

Global equity markets have now experienced one of the most rapid and worst sell offs since the global financial crisis of 2008. It seems that much of this sell off has been driven by fears about the global spread of the COVID-19 virus, and its potential to grind the global economy to a halt. In this episode of Generation ETFs, Candice Bangsund of Fiera Capital provides us with a global macro update and provides a few key reasons that despite the markets looking dire, long-term, the global economic expansion will likely continue if and when fears about the COVID-19 virus subside.

The Best Fixed Income Opportunity in 2020?

How to Manage Your Clients’ Needs, Now and in the Future - Including Cyber Security Risks

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Behavioral Coaching When Your Clients Need It Most

Now, more than ever, it’s important to empathize with your clients and be the voice of reason they trust so they remain properly invested during uncertain times.

 

Behavioral Coaching when your clients need it most will deliver best practices to help you be that trusted voice and offer practical ways to apply the Vanguard Advisor’s Alpha® behavioral coaching concept into your client conversations. It covers:

• Focusing on the human elements of advice.
• Explaining the importance of a written financial plan to clients.
• Implementing an effective behavioral coaching process.
• Building relationships, trust and referrals from your business.

Enhancing Income without sacrificing total return by using a unique active options strategy

Finding income in today's investment landscape has become more important than ever. With government rates at historic lows, and looking to be lower for longer. Join Ben Gossack, lead Portfolio Manager of TGED and TUED ETFs, to discuss how he is using a proprietary active approach to enhance income using options.

Factors Oh Factors which of you is the most beautiful?

Value; Momentum; Yield; Size; Quality; Minimum Volatility ... AND more. Multiple Factors. The when and the how-to.    Ben Johnson, Global Head of ETF Research and Yves Rebetez of CREDO Consulting speaks to the topic of factors, reviewing their relative successes and low points in 2020, taking that opportunity to introduce his firm's latest factor analysis tool.

Market Cap Indexing - still the uncontested

While a great many ways of "indexing" have sought to take the fight to traditional indexing ... AND to beat it (!) the maths of indexing remain daunting for most active managers, AND for alternative indexing strategies. Why this isn't likely to change anytime soon.

Thematic Investing During and Beyond the Pandemic

Thematic ETFs represent a rapidly growing segment within the ETF industry. Join us to hear about Global X's approach to thematic investing and why it is relevant to Canadian investors, especially in today's environment.

Of Covered Call Strategies, Volatility monetizing, & risk management thru a pandemic

In this session, Options specialist Hans Albrecht (PM Horizons ETFs) shares his thoughts and experience through 2020 and what the mandates he is involved with the aim to accomplish.   Volatility remains elevated, markets have rebounded sharply from the savage bear that ravaged investors' portfolios in February/March - what can call options strategies do for you and for your clients?

Panel discussion with Alternatives Portfolio Managers

James Burron (CAASA) moderates a panel featuring Michael Schnitman (Mackenzie Investments), Brian D'Costa (Algonquin Capital),  and Bill DeRoche (AGF). This discussion amongst veterans in the Alternatives category will provide color around their current views and expectations, as well as the place and the case for ALTs - which if anything, 2020 probably served to emphasize. Diversification is still one of the only free lunches in finance - and well put together ALTs can help in that regard ...

Insights from a market maker on the front lines of ETF trading

As with anything, when it comes to ETFs, you want to learn & implement best practices, whether in relation to analyzing them, trading them, blending them etc. On the trading side, there are many tips and considerations you will want to take into account, which will save you time, energy, and frustration. Hear from CIBC's ETF market maker Camilo Gil, who will share his insights, as well as - and he is very good at it - debunk some myths associated with ETFs :)  Yes, there still are many!

Thematic Investing: Clean Energy: Smart Grid, Robotics and AI

CE CREDIT(S) PENDING: 

An imperative for the human race and the survival of our planet, a shift in energy production underway for decades needs to be taken to unprecedented scale rapidly to change the game. How is this all coming together and along - and what to consider here, with a space that needs to get us to a very different energy source and utilization space by mid-millennium? The Energy transition is underway ... the inescapable AI and Robotics "themes" where are we at, how is it progressing?

Thematic Investing: Overview with 3 ETF Executives, then a deep dive into Healthcare Thematics and Biotechnology

CE CREDIT(s) PENDING

Tune in to this dynamic discussion with Executives from 3 companies (Brompton; FT Portfolios Canada; and Harvest Portfolios) participating in the first edition of our "Thematic" ETFs Investing Summit. Following the 30-minute high-level view of the Thematic space, we will delve into the first major theme: Healthcare including Biotechnology

Thematic Investing: Technology - The Cloud, Blockchain - capitalizing on Thematic opportunities in 'Tech'

CE CREDIT(s) PENDING

Forget “hardware” and “software” - both permeate every aspect of our lives and touch every market, sector, and company we consider investing in. The scale afforded by technology has and continues to produce unprecedented wealth for those at the very top ... most now space “explorers”. A look at Tech beyond "Mega" Tech - focusing on Thematic with powerful, and hugely scalable drivers

Integrating Sustainable Investing into your Practice

Sustainable investing solutions can help you create deeper bonds with your clients as well as build and retain assets through the intergenerational wealth transfer.

Women and Investing

Women are not a niche market – they’re not just half of the population, they already control substantial wealth. Yet women are underserved by the financial services industry and the gender effect – living longer, earning less – can result in a significant retirement savings gap. Here are investment and communication strategies that can help you be a more effective financial advisor to your female clients.

Is there still income to be generated in fixed income? Where to find it?

Dividend Growers: Not all dividend stocks are created equa

Bristol Gate focuses on identifying companies whose dividends are poised to grow and overtime provide a continuous stream of growing cash flows to investors

Fixed-Income Indexing at Vanguard

Vanguard is one of the world's largest fixed-income managers with offices around the globe and over $1.8 Trillion (USD) in fixed income assets as of Dec. 31, 2019.  In this session, you will learn about Vanguard's approach to fixed income indexing.  Vanguard has been a pioneer and remains a dedicated leader in this space as the migration of fixed income indexing is likely to continue.  Learn about Vanguard's aligned interests, large scale, and sophisticated process which includes fundamental active credit research recommendations to effectively optimize fixed income portfolios.

5G (5th generation wireless network) with Indxx & First Trust Portfolios Canada

5G  is all about updating the Mobile Network infrastructure and upgrading its capabilities. Not only is it expected to significantly increase processing speed in the network, but just as critically, and potentially more so, it will empower telecommunication companies to deliver many additional profitable services over said networks.
With massive dedicated CAPEX commitments, the infrastructure upgrade/roll-out is in full swing. 
In this webinar, we discuss the future of 5G and the opportunities it represents to capitalize on its promising economics, with Indxx, the provider of the Index underpinning First Trust Portfolio's ETFs allowing easy access to the theme.

Cybersecurity

Cyber Security is frequently in the news - often when significant breaches have been reported, respectively to comment on their often devastating impact on society in general and individuals. This sub-segment of the Technology Industry has desirable characteristics that differentiate it from the broader technology space, such as "infrastructure" / utility attributes; and must-have status with associated recurring revenue streams.

Geopolitics and the Impact on Quant Investing (Disruption and Implications for Emerging Markets)

Concerns about geopolitical issues, the global economy and increasing market volatility continue to pose significant challenges for investors.

In this webcast, hear from Greg Valliere, AGF’s Chief U.S. Policy Strategist, on his perspective on the current geopolitical climate, followed by a discussion with Bill DeRoche and Mark Stacey, co-CEOs of AGFiQ, on what it means to be a quantitative investor in an age dominated by macroeconomics.

Delving into ESG: Theme for a generation: Implementing ESG, what to know when talking to your clients

ESG - Societal shift in attitudes and how it affects investing. A feel-good change or better for the world and better for returns?

The Canadian ETF Industry - Highlights 2020, Outlook 2021

Daniel Straus (Head of Research and ETF Strategy, National Bank Financial) reviews recent trends in the industry including key 2020 product launches and trends. Beyond this, Daniel shares his expectations for the space in 2021.

Infrastructure & Real Assets: Compelling Global diversification for Canadians

Starlight Capital's Dennis Mitchell takes us through his firm's latest insights on the Infrastructure and Real Assets space, its relevance in the age of COVID-19, the challenges raised by the pandemic, and how to navigate the waters in the category.   Why you are likely to underweight, and why that shouldn't be the case, particularly at this time.  The category features global exposure and long-life assets, with cash flow generation underpinned by long-duration contracts and agreements.

Canadian Banks & Global Financials: An Attractive Opportunity for 2021

Banks and Financials continue to lag significantly, with investors worried about the threat of rising loan defaults and the economic impacts brought about by COVID-19.  However, is there considerable upside potential ahead for the sector?  Please join Rob Wessel, who is recognized as one of Canada’s leading experts in the financial services sector for a discussion on the key risks and opportunities for the Canadian banks and global financials and what the next few years could bring.

Introduction to Liquid Alternatives

This presentation will cover an introduction to liquid alternative funds including the regulatory framework and an overview of common investment strategies used by these funds. We will also touch on the investment product landscape in Canada and how financial advisors can begin to understand and perform due diligence on these types of products.

Access A New Frontier Investing in Marijuana Using ETFs

Clean Green Energy Webinar

No challenge is potentially greater at this juncture in history than addressing Climate Change. With one of newly elected US President Joe Biden's first move upon taking office to rejoin the Paris Accord, and re-engage in a global effort to tackle this existentialist question for humanity, we look forward to hearing from Ron Pernick, founder and managing director of clean-tech research firm Clean Edge, Inc.

The Evolution of Dividend Investing

Investing in Industry 4.0