Dynamic Advisor Site Podcast

Recognized as one of Canada’s top fund managers, Noah Blackstein is responsible for US and global growth portfolios and two hedge fund mandates – Dynamic Alpha Performance Fund which he has managed since its inception in June 2002, and Dynamic Global Growth Opportunities Fund which he assumed management of in March 2015. As one of the few pure growth managers in Canada, Noah provides a unique perspective on investing that complements Canadian- focused portfolios. During the presentation, Noah will discuss his thoughts on the markets, along with the current positioning of the Dynamic Power American Growth and Power Global Growth Funds, as well as the two hedge fund mandates listed above.

Recognized as one of Canada’s top fund managers, Noah Blackstein is responsible for US and global growth portfolios and two hedge fund mandates – Dynamic Alpha Performance Fund which he has managed since its inception in June 2002, and Dynamic Global Growth Opportunities Fund which he assumed management of in March 2015. As one of the few pure growth managers in Canada, Noah provides a unique perspective on investing that complements Canadian- focused portfolios. During the presentation, Noah will discuss his thoughts on the markets, along with the current positioning of the Dynamic Power American Growth and Power Global Growth Funds, as well as the two hedge fund mandates listed above.

Debbie Gilbert, Certified Professional Consultant on Aging. When changes in health occur in your clients or their older family members, it can lead to profound financial, legal and care challenges, and take an emotional toll on everyone involved. As a trusted advisor, you can open the door to important conversations to help ensure clients and their families are well positioned to meet the challenges of aging.

Don Simpson, lead Portfolio Manager of the Dynamic Canadian Dividend Fund and Dynamic Income Growth Opportunities Class and Yassen Dimitrov, lead manager of the Dynamic Financial Services Fund share their insights on Canadian markets as well as on financial companies around the globe. They will also discuss their investment process, will update you on the current positioning of their funds, and will highlight key holdings in their portfolios. If you have clients with a mid-long term outlook who are seeking to invest a portion of their investments in dividend paying companies, but are having difficulty doing so particularly with the performance of the energy and financial sectors to start the year, Don and Yassen’s funds present excellent opportunities–particularly for those investors looking for the expertise of a legitimately active portfolio management team.

When it comes to advising clients on their financial capital, effective tax planning can result in much higher net worth over time. Tim Cestnick will share insights into the five pillars of tax planning, and will provide examples and ideas that may save your clients thousands in tax. You will walk away with a checklist of ideas that will equip you to add significant value in your practice.

Portfolio manager and head of Dynamic's Equity Income team Oscar Belaiche will host a discussion on the current investment landscape and pose the question "how are you managing your sector or area of focus" to various members of the team.

The Dynamic Fixed Income Team hosts a January webcast to provide their views and thoughts on the environment for fixed income in 2016. Please join us as the Dynamic Fixed Income Team hosts a January webcast to provide their views and thoughts on the environment for fixed income in 2016. Portfolio Managers Michael McHugh, Domenic Bellissimo, Dan Yungblut and Bill Kim will share their thoughts on key stories from 2015 as well as fixed income market liquidity, volatility and 2016 outlook.

Q1 2016 Portfolio Strategy Update Please join us for the Dynamic Strategy Team's quarterly webcast where Myles Zyblock, Chief Investment Strategist and head of Dynamic's Strategy Team, will provide an update on his market views as we begin the new year. During the webcast, Myles will be discussing his thoughts on recent market developments and his current asset allocation views, along with the rationale behind them. Some of the topics covered will include: • Investing in a growth scarce world • The consequences of continued U.S. dollar strength • How the beginning of Fed tightening cycle could affect financial markets

Jennifer Stevenson discusses the fundamental and macroeconomic factors currently affecting the energy industry, through the lens of 26 years of industry experience, and her outlook for the future trajectory of oil and gas prices. She will also deliver insight into how she has positioned her energy mandates, Dynamic Energy Income Fund and Dynamic Strategic Energy Class, to weather the current environment amid continued volatility.

Portfolio Manager Dana Love provides an update on the transition of the Blue Chip funds under his leadership and shares an overview of his disciplined, high conviction investment process.

David Fingold, lead Portfolio Manager for a number of Global Strategies, shares his insights on why he’s currently bullish on quality companies, and why he thinks you should be looking at active management now. David will also discuss his investment process, will update you on several funds, and will highlight his investment process in action through some top contributing stocks and current positions in his portfolios. If you have conservative clients with a long term outlook who are seeking to invest a portion of their investments outside of Canada, David’s global funds present excellent opportunities—particularly for those investors looking for the expertise of a legitimately active portfolio management team.

When capital moves from one generation to the next there are both risks and opportunities. The capital that transfers is more than just money. In this presentation Tim will share insights into six types of capital that advisors can assist their clients with. He will also focus on creative tax and estate strategies that can be used, in light of recent changes, to ensure the financial capital is preserved and transferred effectively.

Myles Zyblock, Chief Investment Strategist of Dynamic Funds, delivers an update on his current market views as we enter the fourth quarter of 2015. During the webcast, Myles will put recent market developments in perspective and provide his unique insights on where he currently sees opportunities in global financial markets. He will also provide his current asset allocation views in order to assist in positioning clients’ portfolio for strategic success. Myles will also provide an introduction to his rules-based suite of funds, which include Dynamic U.S. Sector Focus Class and Dynamic Global All-Terrain Fund.

After a turbulent August and continued uncertainty in the markets in light of the twin threats - China's impact on global growth and the direction of interest rates - investors are cautious. In this webcast portfolio manager and head of Dynamic's Equity Income team Oscar Belaiche will host a discussion on the current market environment posing the question "what is the most important thing" to various members of the team.

Christine Horoyski and Craig MacAdam provide an overview of the current macroeconomic environment and provide an institutional perspective on managing assets through this stage of the cycle. Ms. Horoyski is an active fixed-income manager who develops a one-to-three-month outlook for interest rates and the shape of the yield curve and tactically rebalances her funds accordingly. Mr. MacAdam is an active equity manager who blends fundamental, quantitative and technical tools in a systematic and disciplined manner to manage equities.