Dynamic Advisor Site Podcast
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 25:18:10
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Sinopsis
Podcasts from Dynamic Advisor Site
Episodios
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Year end tax planning post election
31/10/2019 Duración: 57minEvelyn 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.
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Playing defense in a volatile market
16/10/2019 Duración: 45minTom Dicker and Steve Hall share their current views on the U.S. market and how they are positioned across the line-up accordingly.
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Strategic philanthropy: what you need to know
01/10/2019 Duración: 51minLearn more about earning new credentials to offer strategic philanthropic planning with the confidence: The MFA-P.
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Global funds deliver - celebrate 3rd anniversary
19/09/2019 Duración: 39minOn September 1, 2019 Dynamic Global Equity Income Fund and Dynamic Global Strategic Yield Fund celebrated their 3rd anniversary.
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An active alternative for absolute returns
12/09/2019 Duración: 52minMarc-André Gaudreau, Vice-President and Senior Portfolio Manager, as he discusses the newly launched liquid alternative Dynamic Credit Absolute Return II Fund.
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Protecting the Golden Goose
29/08/2019 Duración: 01h02minLinda 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.
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Fixed Income: What's in the Cards for Central Banks?
13/06/2019 Duración: 43minDerek 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.
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The "Original" Alternatives Fund
06/06/2019 Duración: 23minPortfolio 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.
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U.S. Mid-Caps: the missing brick in U.S. equity exposure
03/06/2019 Duración: 34minPortfolio 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.
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Engaging With Executors
29/05/2019 Duración: 56minMark O'Farrell explains how engaging with executors can significantly grow assets, drive life sales and exponentially expand your client base.
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Communication Breakdown Part 1
10/05/2019 Duración: 56minEllen Bessner will examine real-world scenarios in today's stringent regulatory environment where KYC and suitability issues can result in serious legal headaches.
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Real assets, reliable income built to last
09/05/2019 Duración: 51minA national webcast presentation on the newly launched liquid alternative Dynamic Real Estate and Infrastructure Income II Fund.
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Election year budget and tax review
20/03/2019 Duración: 01h02minEvelyn 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.
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Market update from Chief Investment Strategist
28/02/2019 Duración: 39minMyles Zyblock, Chief Investment Strategist, will provide an update on his market views as we begin the New Year.
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Crossover Bonds: A Sweet Spot in Credit
14/02/2019 Duración: 46minJeremy 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.
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Portfolio solutions: 2018 year-in-review
07/02/2019 Duración: 40minJudith 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.
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Energy Sector Outlook
31/01/2019 Duración: 40minJennifer 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.