James Leung@CIBC Investment Seminars

Renaissance Optimal Income Portfolio

2010-10-28T18:21:00.002-04:00

Once again, I would like to thank you all for coming out to my seminar on Wednesday - October 27, 2010. I agreed with most that the traffic played a factor in allowing the seminar from starting on time. I will keep that in mind and going forward, let's pick a time with less traffic.

The presentation from my wholesaler, Brian, of Renaissance Investments is definitely very informative and motivational. I hope you have something to take away, and what you have learned will benefit you down the road.

I want to take this opportunity to outline some of the key points on our Renaissance Optimal Income Portfolio.

The portfolio is managed with the "pension approach" and portfolio are diversified over 6 different asset classes. This will lower the short term volatility as you might have experienced in 2008 and 2009. The sub-advisors are RARE Infrastructure, Brandywine Global, and CIBC Global Asset Management.
The money managers employ mechanical decisions and not emotional decisions, which will reduce the volatility and downside risks. More or less like a pension fund, you will invest for a longer-term and rebalance your asset class systematically.
Distribution options that provide you with a peace of mind and flexibility by taking advantage of the 4%, T6 (6%), or T8 (8%) available to you. If you are not in need of income, you can always re-invest the distribution and enjoy the compounded return.
There is about 15% of the portfolio that is exposed to global infrastructure which will offer a natural hedge against the ravages of inflation.

Here is the link to the Renaissance Optimal Income Portfolio if you would like to learn more.

http://www.renaissanceinvestments.ca/en/products/1050.asp

Please feel free to contact me if you have any questions!

CIBC Wood Gundy special presentation - October 27th at my office

2010-10-12T17:37:00.000-04:00

“WHAT THE SMART MONEY IS DOING”

CIBC Wood Gundy special presentation

In the past ten years most retail investors’ portfolios have been significantly hurt on three separate occasions. We had the Tech wreck of 2000. Then Income trusts were taken from us with no warning. Finally in 2008, the market fell to all time lows with the financial crisis and most investors lowing anywhere between 30% and 50% of their assets.

It is no wonder Retail Investors are fearful more than they have ever been. But not all investors are fearful. Institutions, pension funds and endowment funds are taking advantage of these opportunities like never before.

Find out what the “Smart Money” is doing, in a presentation hosted by myself James Leung and CIBC Wood Gundy.

In a one hour presentation, Brian Westlaken from Renaissance Investments, will share with you exactly what the institutional investors are doing, and a way in which you can duplicate their success in a presentation entitled

“WHAT THE SMART MONEY IS DOING”

Please join us on Wednesday October 27^th, at 6:00pm

CIBC Wood Gundy

123 Commerce Valley Drive

Suite 100

Thornhill, ON, L3T 7W8

Main Floor, Waddell Boardroom

Phone: 416-200-7077

Email: James.leung@cibc.ca

RSVP as spaces are limited

Why invest in emerging markets? - Gavin Graham

2010-10-06T16:35:00.005-04:00

Thank you once again for those who made it out to my seminar at "The HOST" in Richmond Hill on Tuesday October 05, 2010. The weather, however, didn't help much since the rain was coming down hard throughout the day!

The HOST was the venue I have selected for my seminar this time and it fit right into my theme of "Emerging Market Fund". Personally, I have been to The HOST for lunch/ dinner for several occasions. I just love the spicy food! I was also thankful that a friend of mine at Excel Funds- Rishav, knows the owner of "The HOST" and was able to provide me with a private room for seminars on short notice. Lastly, I couldn't agreed more that the staff there were extremely friendly and accommodating throughout the event.

About the speaker.... I received a last minute notice from Excel that GAVIN GRAHAM will be the speaker for my event! This was a great surprise for me as I have seen Gavin on BNN and Market Call but NOT in person! On a side note, my buddy Brad - the original presenter would be just as good but having Gavin there was definitely a bonus.

Gavin's presentation touched on the potential growth in the emerging market countries over the next 5 years using statistical data and charting. Below, is one of the slides that I would like to share with you regards to the change in global GDP growth:

Excel Funds specialized in emerging market mutual funds and have been around since 1996.

Excel Latin America Fund
Excel Emerging Europe Fund
Excel India Fund

Excel China Fund

Excel BRIC fund (a simple one-fund solution to the BRIC countries)

Recent article from national post: Emerging markets set to rule the world

What are your thoughts on emerging market?

You may add me on tweeter.

Meeting with Kevin O'Leary of "O'Leary Funds"

2010-09-30T12:14:00.003-04:00

Yesterday, our branch had a lunch presentation with O'Leary Funds and it was also my first time meeting with Mr. Kevin O'Leary. As some of you might know, Mr. O'Leary is the television host of Dragon's Den and Shark Tank. I am actually a fan of his shows and was quite anxious to meet Mr. O'Leary in person.

O'leary funds just launched the O'leary Hard Asset Income Fund, which is a new addition to their closed-end fund line-ups. O'Leary Funds investment philosophy are capital preservation, income, and capital appreciation. O'Leary Hard Asset Income Fund fit right around this category, with a targeted monthly distribution of 6.50% per annum and a diversified basket of bonds and stocks. The main theme of this fund is infrastructure based, namely - pipelines, real estate, utilities, telecom, and transportation. Infrastructure spending will be a huge theme in the next 2 decades with projection of $25-30 trillions of investment pumping into this sector (more on this topic).

The initial portfolio allocation will be 50% dividend paying securities, 40% corporate bonds, 10% convertible securities and preferred shares, and 0% private issuers. In terms of tax efficiency, you will expect to have around 50% of interest income. As such, it would be wise to held in a tax-sheltered environment like TFSA or RRSP.

For more information about this investment, please contact me.

Finally... I would like to share with you a picture I took with Mr. O'Leary. *smile*

Reference: O'Leary Funds

Seminar on "Emerging Market" on October 05, 2010

2010-09-23T16:42:00.000-04:00

Our next seminar will be focused on the high growth area - Emerging Markets. Over the last 2 years, emerging markets such as China and India have recovered from the lowest point during the recession. Why is BRIC (Brazil, Russia, India, and China) the most sought-after topic lately? Let's join us at "THE HOST" and learn from our special speaker of Excel Funds on this topic. It is about time to think outside the BOX.

Details of the invitation below:

Please stay tuned to my up and coming seminars....

2010-09-22T15:14:00.001-04:00

The past seminar with Arrow Hedged Partners Inc on September 18th was a success! We have 10 people showed up and my special speaker John Graham definitely put on a show.

Here are the links to the products discussed:

Arrow High Yield:
http://www.arrowhedge.com/ca/default.asp?id=50&mnu=3&mid=36

Arrow Marrett Resource Yield:
http://www.arrowhedge.com/ca/default.asp?id=68&mnu=3&mid=36

Keep in mind that those are hedge funds and those who qualify to purchase need to be accredited investor. Here is the definition from Wikipedia for those want to know what that means.
http://en.wikipedia.org/wiki/Accredited_investor