http://advisor.dynamic.ca Podcasts from Dynamic Advisor Site en-ca 2018 Dynamic Funds. All rights reserved. Tue, 15 Feb 2022 13:50:31 -0500 Tue, 15 Feb 2022 13:50:31 -0500 Dynamic Funds Podcasts from advisor.dynamic.ca Be the first to receive market updates from Dynamic Funds' portfolio managers. Brought to you by Dynamic Funds. Visit advisor.dynamic.ca for more information. investing,advisors no no content@dynamic.caDynamic Funds https://assets.dynamic.ca/content/dam/das/staticfiles/webcasts/GuestSpeakers/webcast_02082022_v3.mp3 Tue, 08 Feb 2022 14:00:00 -0500 webcast_02082022_v3 Dynamic Funds For Advisor Use Only 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. advisor.dynamic.ca no 1:11:04 content@dynamic.ca (Dynamic Funds) https://assets.dynamic.ca/content/dam/das/staticfiles/webcasts/GuestSpeakers/webcast_01262022.mp3 Wed, 26 Jan 2022 14:00:00 -0500 webcast_01262022 Dynamic Funds For Advisor Use Only 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. advisor.dynamic.ca no 0:47:05 content@dynamic.ca (Dynamic Funds) https://assets.dynamic.ca/content/dam/das/staticfiles/webcasts/MAGaudreau/MAG_12022021.mp3 Thu, 02 Dec 2021 14:00:00 -0500 MAG_12022021 Dynamic Funds For Advisor Use Only 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. advisor.dynamic.ca no 0:59:04 content@dynamic.ca (Dynamic Funds) https://assets.dynamic.ca/content/dam/das/staticfiles/webcasts/EvelynJacks/webcast_18112021.mp3 Thu, 18 Nov 2021 14:00:00 -0500 year-end-2021-taxes Dynamic Funds For Advisor Use Only 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. advisor.dynamic.ca no 0:53:49 content@dynamic.ca (Dynamic Funds) https://advisor.dynamic.ca/content/dam/das/staticfiles/webcasts/GuestSpeakers/webcast_07102021.mp3 Thu, 07 Oct 2021 14:00:31 -0500 2021-Michael-Kulbak Dynamic Funds For Advisor Use Only Learn how you can help support your clients and their executors. advisor.dynamic.ca no 0:26:59 content@dynamic.ca (Dynamic Funds) https://assets.dynamic.ca/content/dam/das/staticfiles/webcasts/GuestSpeakers/webcast_16092021.mp3 Thu, 16 Sep 2021 14:00:31 -0500 2021-team-building-advisors Dynamic Funds For Advisor Use Only Special guest Christine Timms, Author of Team Building for Financial Advisors. advisor.dynamic.ca no 0:26:59 content@dynamic.ca (Dynamic Funds) https://assets.dynamic.ca/content/dam/das/staticfiles/webcasts/BenZhan/153621912_webcast.mp3 Thu, 08 Jul 2021 14:00:31 -0500 Zhan-Why-Invest-Europe Dynamic Funds For Advisor Use Only Join us as Vice President and Portfolio Manager Benjamin Zhan discusses his views on Europe advisor.dynamic.ca no 0:48:50 content@dynamic.ca (Dynamic Funds) https://assets.dynamic.ca/content/dam/das/staticfiles/webcasts/GuestSpeakers/webcast_06172021.mp3 Thu, 17 Jun 2021 10:00:31 -0500 Cyber-Security-Threats-2021 Dynamic Funds For Advisor Use Only Learn to help your clients guard against the cybersecurity threat. advisor.dynamic.ca no 0:58:50 content@dynamic.ca (Dynamic Funds) https://assets.dynamic.ca/content/dam/das/staticfiles/webcasts/EvelynJacks/webcast_3109277.mp3 Thu, 22 Apr 2021 10:00:31 -0500 2021-Federal-Budget Dynamic Funds For Advisor Use Only Learn to share new knowledge about the tax and economic trends that will shape investment decision-making. advisor.dynamic.ca no 0:51:08 content@dynamic.ca (Dynamic Funds) https://assets.dynamic.ca/content/dam/das/staticfiles/webcasts/EvelynJacks/webcast_2840170.mp3 Wed, 25 Nov 2020 10:00:31 -0500 Financial-Fallout Dynamic Funds For Advisor Use Only Advisors must know the details behind Canada's Emergency financial responses and integrate them into year-end tax planning activities. advisor.dynamic.ca no 0:46:13 content@dynamic.ca (Dynamic Funds) https://assets.dynamic.ca/content/dam/das/staticfiles/ConferenceCall/DL_conCall_11052020.mp3 Thu, 05 Nov 2020 10:00:31 -0500 Energy-Evolution Dynamic Funds For Advisor Use Only Introduce Dynamic Energy Evolution Fund; a fund committed to finding and investing in the renewable energy leaders of today and the innovators of tomorrow. advisor.dynamic.ca no 1:02:38 content@dynamic.ca (Dynamic Funds) https://assets.dynamic.ca/content/dam/das/staticfiles/webcasts/OscarBelaiche/webcast_8729986.mp3 Wed, 07 Oct 2020 10:00:31 -0500 Framework-Investing Dynamic Funds For Advisor Use Only Oscar Belaiche walks us through the current environment describing the impact of the market’s ongoing bifurcation. advisor.dynamic.ca no 1:06:02 content@dynamic.ca (Dynamic Funds) https://assets.dynamic.ca/content/dam/das/staticfiles/webcasts/GuestSpeakers/webcast_07292020.mp3 Wed, 29 Jul 2020 10:00:31 -0500 virtal-meetings Dynamic Funds For Advisor Use Only Learn the basics of online meetings, as well as the details and niceties, that will make virtual meetings more pleasant for clients (and yourself!) advisor.dynamic.ca no 1:06:01 content@dynamic.ca (Dynamic Funds) https://assets.dynamic.ca/content/dam/das/staticfiles/webcasts/GuestSpeakers/webcast_2430950.mp3 Wed, 24 Jun 2020 02:00:31 -0500 advisors-succession-planning Dynamic Funds For Advisor Use Only 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. advisor.dynamic.ca no 1:17:14 content@dynamic.ca (Dynamic Funds) https://assets.dynamic.ca/content/dam/das/staticfiles/webcasts/GuestSpeakers/webcast_2369913.mp3 Wed, 27 May 2020 02:00:31 -0500 every-advisor-plan Dynamic Funds For Advisor Use Only 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. advisor.dynamic.ca no 1:17:14 content@dynamic.ca (Dynamic Funds) https://assets.dynamic.ca/content/dam/das/staticfiles/ConferenceCall/Conf_call_05062020.mp3 Wed, 06 May 2020 02:00:31 -0500 will-a-way Dynamic Funds For Advisor Use Only 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. advisor.dynamic.ca no 1:17:14 content@dynamic.ca (Dynamic Funds) https://assets.dynamic.ca/content/dam/das/staticfiles/webcasts/EvelynJacks/webcast_3878328.mp3 Thu, 16 Apr 2020 01:00:31 -0500 Deciphering-Pandemic-Measures Dynamic Funds For Advisor Use Only The times are surreal and unprecedented. Canada's economy could suffer the weakest growth on record since 1962. advisor.dynamic.ca no 0:35:24 content@dynamic.ca (Dynamic Funds) https://assets.dynamic.ca/content/dam/das/staticfiles/webcasts/JeremyLucas/webcast_02132020.mp3 Thu, 14 Feb 2019 01:10:31 -0500 Crossover-Bonds-Credit Dynamic Funds For Advisor Use Only 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. advisor.dynamic.ca no 0:46:32 content@dynamic.ca (Dynamic Funds) https://assets.dynamic.ca/content/dam/das/staticfiles/webcasts/MylesZyblock/webcast_6985784.mp3 Thu, 06 Feb 2020 04:02:31 -0500 Alternative-investing-risk Dynamic Funds For Advisor Use Only 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. advisor.dynamic.ca no 0:44:40 content@dynamic.ca (Dynamic Funds) https://www.dynamic.ca/content/dam/das/staticfiles/webcasts/MylesZyblock/webcast_6649685.mp3 Thu, 16 Jan 2020 04:02:31 -0500 Thoughts-Themes-2020 Dynamic Funds For Advisor Use Only 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. advisor.dynamic.ca no 0:50:26 content@dynamic.ca (Dynamic Funds) https://www.dynamic.ca/content/dam/das/staticfiles/webcasts/GuestSpeakers/webcast_5872664.mp3 Thu, 21 Nov 2019 04:02:31 -0500 Retain-Widowed-Clients Dynamic Funds For Advisor Use Only 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. advisor.dynamic.ca no 0:58:52 content@dynamic.ca (Dynamic Funds) https://assets.dynamic.ca/content/dam/das/staticfiles/webcasts/EvelynJacks/webcast_4198837.mp3 Thu, 31 Oct 2019 04:02:31 -0500 2019-Year-end-tax-planning Dynamic Funds For Advisor Use Only 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. advisor.dynamic.ca no 0:57:17 content@dynamic.ca (Dynamic Funds) https://assets.dynamic.ca/content/dam/das/staticfiles/webcasts/TomDicker/webcast_1580085.mp3 Wed, 16 Oct 2019 04:02:31 -0500 Playing-defense-market Dynamic Funds For Advisor Use Only Tom Dicker and Steve Hall share their current views on the U.S. market and how they are positioned across the line-up accordingly. advisor.dynamic.ca no 0:45:03 content@dynamic.ca (Dynamic Funds) https://advisor.dynamic.ca/content/dam/das/staticfiles/webcasts/GuestSpeakers/webcast_91680050.mp3 Tue, 1 Oct 2019 04:02:31 -0500 Strategic-philanthropy-Need-to-Know Dynamic Funds For Advisor Use Only Learn more about earning new credentials to offer strategic philanthropic planning with the confidence: The MFA-P. advisor.dynamic.ca no 0:51:42 content@dynamic.ca (Dynamic Funds) https://www.dynamic.ca/content/dam/das/staticfiles/webcasts/EricBenner/webcast_4184977.mp3 Thu, 19 Sep 2019 04:02:31 -0500 global-fund-deliver Dynamic Funds For Advisor Use Only On September 1, 2019 Dynamic Global Equity Income Fund and Dynamic Global Strategic Yield Fund celebrated their 3rd anniversary. advisor.dynamic.ca no 0:39:23 content@dynamic.ca (Dynamic Funds) https://www.dynamic.ca/content/dam/das/staticfiles/webcasts/MAGaudreau/webcast_5979709.mp3 Thu, 12 Sep 2019 04:02:31 -0500 active-alternative Dynamic Funds For Advisor Use Only Marc-André Gaudreau, Vice-President and Senior Portfolio Manager, as he discusses the newly launched liquid alternative Dynamic Credit Absolute Return II Fund. advisor.dynamic.ca no 0:52:28 content@dynamic.ca (Dynamic Funds) https://www.dynamic.ca/content/dam/das/staticfiles/webcasts/GuestSpeakers/webcast_2144729.mp3 Thu, 29 Aug 2019 16:10:31 -0500 Protecting-the-Golden-Goose Dynamic Funds For Advisor Use Only 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. advisor.dynamic.ca no 1:02:22 content@dynamic.ca (Dynamic Funds) https://www.dynamic.ca/content/dam/das/staticfiles/webcasts/DerekAmery/webcast_5170326.mp3 Thu, 13 Jun 2019 16:10:31 -0500 Fixed-Income Dynamic Funds For Advisor Use Only 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. advisor.dynamic.ca no 0:43:02 content@dynamic.ca (Dynamic Funds) https://www.dynamic.ca/content/dam/das/staticfiles/webcasts/JohnHarris/webcast_2549659.mp3 Thu, 6 Jun 2019 16:10:31 -0500 Alernatives-Fund Dynamic Funds For Advisor Use Only 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. advisor.dynamic.ca no 0:23:57 content@dynamic.ca (Dynamic Funds) https://www.dynamic.ca/content/dam/das/staticfiles/webcasts/TomDicker/webcast_3462177.mp3 Mon, 3 Jun 2019 16:10:31 -0500 US-Mid-Caps Dynamic Funds For Advisor Use Only 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. advisor.dynamic.ca no 0:34:53 content@dynamic.ca (Dynamic Funds) https://www.dynamic.ca/content/dam/das/staticfiles/webcasts/GuestSpeakers/webcast_8687039.mp3 Wed, 29 May 2019 16:10:31 -0500 Engaging-With-Executors Dynamic Funds For Advisor Use Only Mark O'Farrell explains how engaging with executors can significantly grow assets, drive life sales and exponentially expand your client base. advisor.dynamic.ca no 0:56:56 content@dynamic.ca (Dynamic Funds) https://www.dynamic.ca/content/dam/das/staticfiles/webcasts/GuestSpeakers/webcast_9625766.mp3 Fri, 10 May 2019 10:10:31 -0500 Communication-Breakdown-Part-1 Dynamic Funds For Advisor Use Only Ellen Bessner will examine real-world scenarios in today's stringent regulatory environment where KYC and suitability issues can result in serious legal headaches. advisor.dynamic.ca no 0:56:56 content@dynamic.ca (Dynamic Funds) https://www.dynamic.ca/content/dam/das/staticfiles/webcasts/TomDicker/webcast_6870739.mp3 Thu, 09 May 2019 10:10:31 -0500 real-assets-reliable-income Dynamic Funds For Advisor Use Only A national webcast presentation on the newly launched liquid alternative Dynamic Real Estate and Infrastructure Income II Fund. advisor.dynamic.ca no 0:51:29 content@dynamic.ca (Dynamic Funds) https://www.dynamic.ca/content/dam/das/staticfiles/webcasts/EvelynJacks/webcast_4283676.mp3 Wed, 20 Mar 2019 04:02:31 -0500 Election-year-budget Dynamic Funds For Advisor Use Only 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. advisor.dynamic.ca no 1:02:13 content@dynamic.ca (Dynamic Funds) https://www.dynamic.ca/content/dam/das/staticfiles/webcasts/MylesZyblock/webcast_2284285.mp3 Thu, 7 Mar 2019 04:02:31 -0500 Gold-the-forgotten Dynamic Funds For Advisor Use Only 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. advisor.dynamic.ca no 0:47:31 content@dynamic.ca (Dynamic Funds) https://www.dynamic.ca/content/dam/das/staticfiles/webcasts/MylesZyblock/webcast_2284285.mp3 Thu, 28 Feb 2019 04:02:31 -0500 Market-update Dynamic Funds For Advisor Use Only Myles Zyblock, Chief Investment Strategist, will provide an update on his market views as we begin the New Year. advisor.dynamic.ca no 0:39:27 content@dynamic.ca (Dynamic Funds) https://www.dynamic.ca/content/dam/das/staticfiles/webcasts/JudithChan/webcast_2274136.mp3 Thu, 7 Feb 2019 04:02:31 -0500 Portfolio-Solutions-2019 Dynamic Funds For Advisor Use Only 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. advisor.dynamic.ca no 0:40:42 content@dynamic.ca (Dynamic Funds) https://www.dynamic.ca/content/dam/das/staticfiles/webcasts/JenniferStevenson/webcast_3438839.mp3 Thu, 31 Jan 2019 04:02:31 -0500 Energy-Sector-Outlook-2019 Dynamic Funds For Advisor Use Only 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. advisor.dynamic.ca no 0:40:42 content@dynamic.ca (Dynamic Funds)