Dynamic Advisor Site Podcast

This webcast will focus specifically on the expectations for Advisors. Through the use of case studies, checklists and sample scripts, the presenters will give practical tips to adapt the required disclosure in ways that will help you deepen your relationship with your clients.

The first significant CRM2 compliance deadline is July 15, 2014 and may have particular impact on your client relationships. This webcast will outline the basics of CRM2 and provide context for CRM2; where it came from and what the regulators hope to achieve.

What a difference a year makes as market predictions for 2014 have not materialized. Investments that worked last year aren’t working as well this year. In this webcast portfolio manager and head of the Equity Income team Oscar Belaiche will discuss his thoughts on the current market environment. He will be joined by various members of his team who will provide an update on their area of specialization which includes real estate, infrastructure, energy and alternative investments.

For Advisor Use Only: Marc-Andre Gaudreau - Opportunity in the Preferred Share Market

Recognized as one of Canada’s top fund managers, Noah Blackstein is responsible for US and global growth portfolios as well as the Dynamic Alpha Performance Fund. As one of the few pure growth managers in Canada, Noah provides a unique perspective on investing that complements Canadian- focused portfolios. In his presentation, Noah will discuss his investment process, share his thoughts on the recent market performance of growth stocks, and how his long-only portfolios are positioned to take advantage of market opportunities in 2014 and beyond.

Mark Brisley, Head of Dynamic Funds and Bruno Carchidi, Chief Compliance Officer for this special national webcast designed to give you what you need to know about regulatory reform and how it may impact your client relationships and business.

For Advisor Use Only: Jennifer Stevenson - Update on Energy

Join Dana Love, Vice President and Portfolio Manager of the recently launched Dynamic Global Equity Fund and Dynamic Global Balanced Fund. With Canadian investors continuing to have a large home country bias in their portfolios, now may be the best time to look globally for both returns and diversification benefits. In this webcast Dana will discuss his active core investment style & philosophy and where he sees opportunities in global equities He will also provide an update on the positioning of the recently launched Dynamic Global Equity and Global Balanced Funds.

Multiple award-winning global equity manager Chuk Wong, discusses the three key regions around the world: Europe, The Americas and Asia. As volatility in global markets looks set to continue Chuk will discuss where the opportunities in each of these regions can be found and provide an update on the positioning of Dynamic Global Value Fund, Dynamic European Value Fund and Dynamic Far East Value Fund.

A presentation featuring Portfolio Managers Michael McHugh and Domenic Bellissimo as they provide their outlook for yields, discuss the credit environment, and demonstrate their active approach to fixed income investing. In addition to Michael and Domenic, Portfolio Manager Daniel Yungblut will also provide insight into the fixed income market.

Myles Zyblock, Chief Investment Strategist of Dynamic Funds, hosts an exclusive webcast to provide his asset allocation views and thoughts on the current environment for equities and fixed income.

Join us for an exclusive opportunity to find out how Adam Donsky, Vice President and Portfolio Manager, builds and protects capital the Warren Buffett way. Adam has been investing similarly to Mr. Buffett for more than ten years and will take you through a course in Buffettology 101. Learn the keys to investing like the world’s most famous investor and how they are employed in the management of the Dynamic Blue Chip Funds. You will also hear Adam’s current view of the markets and the opportunities he sees as he explains how the Blue Chip Funds are positioned to help grow your clients’ capital

The world’s largest economy. Diversified equity and bond markets deeper and greater than all others. A capital market system driven by efficiency. Businesses fueled by domestic and foreign revenue. Ingenuity that has rewarded investors. There are a number of reasons to invest in the U.S…here’s one more. Dynamic U.S. Value Balanced.

For Advisor Use Only: Chuk Wong - European Equities

Leadership in Canadian markets is changing and future performance will come down to portfolio positioning. Areas of the market that have provided strong returns over the last decade will not be the same going forward. Join multi-award winning portfolio manager Alex Lane as he defines this new leadership and discusses how to position portfolios to take advantage of future growth opportunities in Canadian equity markets. He will also provide an update on Dynamic Power Canadian Growth and Dynamic Power Balanced Funds and how he has positioned these Funds since taking over as lead manager on September 1, 2013.