Dynamic Advisor Site Podcast

Join Jennifer Stevenson on the environment for energy investing today. With over 20 years of experience in this space Jennifer will discuss her outlook for both commodities, where she is finding the opportunities and how she is positioning Dynamic Energy Income Fund, Dynamic Global Energy Class and Dynamic Strategic Resource Class.

Special webcast with Evelyn Jacks, President of The Knowledge Bureau, who will provide an overview of our recently launched Real Wealth Management Program (RWM) developed by the Knowledge Bureau, one of Canada’s leading financial education institutions. Even if you've only taken one or two of the RWM CE course chapters, you will want to attend this webcast to find out how you can earn your post-secondary certificate in Real Wealth Management and how this will lead to your entry in the Master Financial Advisor (MFA) designation program.

David Fingold along with his trusted money management partner of four years, Izet Elmazi C.A., CFA, will discuss their views on what may lie ahead in the markets and answer your questions about portfolio positioning.

A special webcast presentation with award-winning global equity manager Chuk Wong as he discusses current opportunities and concerns in global markets. Chuk travels the world looking for investment ideas, and will discuss these compelling opportunities. He will also provide a positioning update on the Dynamic Global Value Fund.

Alex Lane as he discusses his current outlook for the global economy, his key investment themes and how Dynamic Power Managed Growth Class can help investors grow the principal in their portfolios while actively managing volatility.

Dynamic Strategic Yield Fund marked its third anniversary in March. Since its launch the Fund has weathered periods of uncertainty and turbulence in the markets by staying the course in providing attractive monthly distributions and lower volatility for investors. Join multi-award winning portfolio managers Oscar Belaiche and Michael McHugh as they discuss the current environment, where they are finding the opportunities in equity income and fixed income securities and how they are positioning the Fund today.

For Advisor Use Only: Michael McHugh on the impact of rising yields.

Find out where the best fixed-income opportunities lie in today’s low-yield investment environment as Christine Horoyski, Portfolio Manager of Dynamic Aurion Total Return Bond Class shares her view of the world in what promises to be an insightful and informative webcast.

Special webcast during which Canadian tax expert Evelyn Jacks, President of The Knowledge Bureau, provides an overview of the updates announced in the federal government’s 2012 budget, including new tax credits and other important changes that you should be discussing with your clients. Evelyn will also address how you can help your clients take advantage of these changes when filing their 2011 tax returns. Author of Essential Tax Facts and Financial Recovery in a Fragile World, Evelyn has made a career out of sharing her practical knowledge on making the most of today’s tax policies and opportunities.

Cecilia will also discuss the Dynamic Dividend Advantage Class which was launched late in 2011. If you have clients seeking benchmark-like returns with a volatility level expected to be below that of the market, the Dynamic Dividend Advantage Class presents an excellent investment opportunity.

The current low-yield environment has left many investors looking for opportunities that can offer a higher source of income without adding additional risk. Join us for a special webcast with award-winning portfolio manager Oscar Belaiche and senior portfolio strategist John Harris for an introduction to Dynamic Alternative Yield Fund. The Fund is designed to invest in less accessible asset classes that includes mortgage investments, high yielding equities, closed end funds and option writing. Oscar and John will highlight the Fund’s flexible investment strategy which aims to generate a higher yield and lower volatility - an ideal complement to portfolios invested in traditional income-producing investments.

David Fingold, multi award-winning manager for a number of US and Global value strategies, as well as a Canadian divided fund, shares his insights on why he is currently bullish on the US versus other areas of the globe. David will also discuss current positioning in the Dynamic American Value and Dynamic Global Asset Allocation Funds. If you have clients seeking to invest a portion of their investments outside of Canada, the Dynamic Global Asset Allocation Fund presents an excellent opportunity—particularly for those investors with a balanced portfolio looking for the expertise of a truly active portfolio management team.

For Advisor Use Only: Adam Donsky on the Dynamic Blue Chip Funds Investment Process and positioning in the current Market Environment.

Chief Economist Dr. Martin Murenbeeld takes us through his economic and financial outlook for 2012 and beyond. Gain valuable perspective you can use in your practice and share with your clients as Dr. Murenbeeld reviews a number of topical subjects ranging from sovereign debt issues in Europe, to global economic growth, to the state of equity and bond markets in North America, to the health of economic and financial markets in Canada, amongst others. Gain a broad view of today's economic and financial environment and get a better grasp on how these might impact the environment for investing going forward.