Dynamic Advisor Site Podcast

Q1 2015 Portfolio Strategy Update and an Introduction to Dynamic U.S. Sector Focus Class 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 current asset allocation views, and the rationale behind them, in order to assist in positioning clients' portfolios for strategic success.

Thoughts from the Equity Income and Fixed Income Teams 2014 was a year that nobody predicted so what's your approach to investing in 2015? In this webcast portfolio manager and head of the Equity Income team Oscar Belaiche will host a session that takes a look back and a look ahead for many of our funds (with a focus on Dynamic Strategic Yield Fund) through views from members of the Equity Income and Fixed Income teams.

Alex Lane as he discusses what he see as the major investment themes for 2015 and how he is positioning his funds to take advantage. Alex will also provide an update on Dynamic Power Canadian Growth and Dynamic Power Balanced Funds and their improved performance since taking over as lead manager as well as updates on his other funds: Dynamic Power Global Navigator Class and Dynamic Power Small Cap Fund.

Funds achieve aim to earn yield and offer lower volatility Dynamic Alternative Yield Fund and Dynamic Premium Yield Fund recently marked their third and first anniversaries respectively. Since being launched the Funds have stayed the course in offering investors access to alternative investments while providing attractive monthly distributions and lower volatility. Portfolio manager John Harris and senior derivatives strategist Damian Hoang discuss the growth they are seeing in alternative investing, where they are finding the opportunities for the funds and how they are positioning each portfolio.

The heightened levels of market volatility during 2014 have created both challenges for legitimately active investors as markets appear to be returning to a risk on-risk off mentality. However with those challenges also come opportunities for investors who are able to use market volatility and irrational sell offs to find great companies trading at sizable discounts. Cecilia Mo shares her insights on the current investing environment in North American equity markets and discuss where she is finding value opportunities in both the Canada and the US.

Robert Cohen and Jennifer Stevenson provides an update on investing in the resource sector. Find out more about developments occurring in resource markets, including an outlook for gold and precious metals and prospects for the mining sector as well as a recap on the fundamentals underpinning oil and natural gas markets and the energy sector as a whole.

For Advisor Use Only: Robert Cohen - Resource sector update

Myles Zyblock, Chief Investment Strategist of Dynamic Funds, hosts his quarterly webcast to provide his asset allocation views and thoughts on the environment for equities and fixed income. Myles will share his thoughts on where he sees the best opportunities in global markets and the tailwinds that have the potential to propel these areas further.

Benjamin Zhan, Lead Portfolio Manager of Dynamic European Value Fund. Benjamin joined Dynamic Funds in 2003 and has been co-managing the Dynamic European Value Fund with Chuk Wong since 2009. Europe is home to some of the world’s oldest, most stable and most well respected companies, and an ideal market to put Ben's investment thinking into practice. Ben believes what ultimately matters is one's investment philosophy and process, and he will try to make his decision making process transparent to you.

Duncan will transform the way you communicate with your clients, so they understand and appreciate you in a way that makes describing you effortless. Duncan will also explain how to complement your verbal communication skills with tangible tools to showcase your commitment to the wealth planning and relationship management process.

Part 2 presents case studies specifically demonstrating how to turn the imminent erosion of assets to your advantage, expand your client base, uncover unforeseen insurance opportunities and add value and credibility to your practice.

Part 1 of our series is an introduction to the remarkable demographics and increasingly complex role of Canadian executors, the challenging dynamics unfolding, and the inevitable ramifications for today’s advisors.

Myles Zyblock, Chief Investment Strategist of Dynamic Funds, hosts his quarterly webcast to provide his asset allocation views and thoughts on the environment for equities and fixed income. Myles will share his thoughts on where he sees the best opportunities in global markets and the tailwinds that have the potential to propel these areas further.

This webcast will explore additional regulatory developments expected for 2015 and 2016. It will show you how to integrate mutual fund Fund Facts into client conversations and explain how you canto comply with the proposed “point of sale” delivery requirements. The presenters will also look at regulatory proposals on mutual fund fees and the “best interest” standard.

Increasing competitive pressures, tougher economics conditions, and a tightening regulatory environment are just a few of the factors reshaping our industry. Financial advisors are adapting by increasingly moving to fee based platforms and many are obtaining their portfolio manager accreditation. Moving to a discretionary portfolio management (DPM) model offers operational efficiencies, regulatory conformity and competitive advantages. But along with this comes higher responsibility and higher investor expectations.