Dynamic Advisor Site Podcast: Recent Episodes
Dynamic Funds
Join us for this special webcast to hear from Payden & Rygel, one the largest independently owned asset managers in the U.S and manager of Dynamic Global Fixed Income Fund.
Lauren Jeffery, a speaker on mental health and a financial services educator who creates fun and engaging Compliance CE courses that focus on the emotional and psychological needs of the clients you serve.
Join Marc-André for an update on the asset class and a discussion about an alternative investment-grade credit solution for investors wanting to maintain purchasing power without interest-rate volatility.
As the global economic crisis slowly subsides, there are new challenges for investors: inflation, new tax provisions, labor market and demographic change. All are major trends, requiring advisors to take a new approach to tax planning as 2021 rounds to a close.
Join us as Vice President & Portfolio Manager Benjamin Zhan discusses his views on Europe.
Learn to share new knowledge about the tax and economic trends that will shape investment decision-making.
Advisors must know the details behind Canada's Emergency financial responses and integrate them into year-end tax planning activities.
Introduce Dynamic Energy Evolution Fund; a fund committed to finding and investing in the renewable energy leaders of today and the innovators of tomorrow.
Oscar Belaiche walks us through the current environment describing the impact of the market’s ongoing bifurcation.
Learn the basics of online meetings, as well as the details and niceties, that will make virtual meetings more pleasant for clients (and yourself!)
Ellen Bessner will provide a detailed step-by-step approach to help protect your beneficiaries and clients' and hopefully help you sleep better at night.
Ellen Bessner will lay out the elements that MFDA and IIROC advisors need to consider in building a personal and business continuity plan to secure their future success.
The words you choose change conversations, the people you talk to change outcomes, the questions you ask change lives, and the recommendations you make change everything.
The times are surreal and unprecedented. Canada's economy could suffer the weakest growth on record since 1962.
Myles Zyblock, who will present the case for alternative investments, the benefits that including alternatives can bring to client portfolios and an introduction to the recently launched Dynamic Liquid Alternatives Private Pool.
Myles Zyblock, Chief Investment Strategist, will share his outlook and thoughts on investment themes for 2020, recent market developments and his current asset allocation views, along with the rationale behind them.
During the webcast, Paulette and Judy will discuss the need for financial advisors to engage both partners early on and what steps to take to ensure that widowed clients will want to retain their advisor's services.
Evelyn Jacks explores the potential for new taxes on top earners, heavier taxation on capital gains on financial assets and real estate, and opportunities to build on tax cuts for specific investor profiles.
Tom Dicker and Steve Hall share their current views on the U.S. market and how they are positioned across the line-up accordingly.
Learn more about earning new credentials to offer strategic philanthropic planning with the confidence: The MFA-P.
On September 1, 2019 Dynamic Global Equity Income Fund and Dynamic Global Strategic Yield Fund celebrated their 3rd anniversary.
Marc-André Gaudreau, Vice-President and Senior Portfolio Manager, as he discusses the newly launched liquid alternative Dynamic Credit Absolute Return II Fund.
Linda Cartier, President and chief trainer for the Academy of Financial Divorce Specialists, discusses how to avoid the pitfalls of dabbling in areas a rep is unqualified to work in, while providing you with information that you need to know in order to assist your clients professionally in the process of a divorce.
Derek Amery will speak about his market outlook and views as well as his investment process as it applies to the fixed income mandates under his management.
Portfolio Managers John Harris and Yassen Dimitrov highlight the Fund's diverse exposure to alternative investments (without the use of leverage), attractive monthly income stream and lower volatility than equity markets.
Portfolio Managers Tom Dicker and Steve Hall discuss Dynamic iShares Active U.S. Mid-Cap ETF and their approach to building a U.S. mid-cap portfolio.
Mark O'Farrell explains how engaging with executors can significantly grow assets, drive life sales and exponentially expand your client base.
Ellen Bessner will examine real-world scenarios in today's stringent regulatory environment where KYC and suitability issues can result in serious legal headaches.
A national webcast presentation on the newly launched liquid alternative Dynamic Real Estate and Infrastructure Income II Fund.
Evelyn will highlight the latest tax changes in this year's federal budget and share her extensive practical knowledge on relevant tax changes your clients could be benefiting from this tax season and beyond.
Robert Cohen will provide his view on what the main drivers of the gold price have been and discuss what factors he is watching most closely in 2019.
Myles Zyblock, Chief Investment Strategist, will provide an update on his market views as we begin the New Year.
Jeremy Lucas discusses how the crossover space in corporate credit could be an attractive solution for investors looking to improve returns in relation to investment grade.
Judith Chan will look back at the year that was and provide a performance update for the Dynamic Private Investment Pools, DynamicEdge Portfolios, Marquis Portfolio Solutions, and Marquis Institutional Solutions.
Jennifer Stevenson, as she breaks down the events of 2018 into their impacts on the supply-demand balance and discusses her outlook for the energy market.