Dynamic Advisor Site Podcast

This month the Dynamic Aurion Total Return Bond Fund/Class will celebrate its three-year anniversary. The goal of the Fund is to generate total return for investors through a combination of interest income and capital gains. Christine Horoyski, lead manager on the Fund and head of fixed income at Aurion Capital invites you to join her as she: - Reviews the events of the past few months as bond yields began to rise - Discusses investment strategies and performance in the Fund - Shares strategies for managing fixed income in a rising rate environment.

Marc-Andre Gaudreau, head of Dynamic’s corporate credit team, reviews the reasons behind the launch of Dynamic Investment Grade Floating Rate Fund and strategies to be used in managing the portfolio. In an era of record-low interest rates bouncing up from three-decade lows, interest rate risk is once again front of mind for investors looking to protect capital while receiving a stream of income. Find out how Dynamic Investment Grade Floating Rate Fund provides both through a simple yet disciplined strategy designed to reduce interest rate risk and stay ahead of the curve.

Mike Englert of the Canadian Initiative for Elder Planning Studies discusses the subject of financial exploitation of the elderly. This presentation is designed to help you: 1) Identify financial abuse 2) Take steps to prevent it 3) Respond appropriately when it occurs When it comes to financial exploitation, you are an elders’ first line of defence.

The recent rise in bond yields has created a heightened interest in the future path for bond yields. Featuring Portfolio Manager Michael McHugh as he discusses what drove this rise in yields, where he believes yields are headed and how he has managed through this overshoot in bond yields. In the presentation, Michael will also provide an in-depth view into the various risk management tools he and his team employ to achieve their goal of low volatility income.

Chief Economist, Dr. Martin Murenbeeld, and Chief Investment Strategist, Myles Zyblock, will review the drivers of recent volatility in capital markets followed by an update on fixed income markets from Michael McHugh, Vice President and Head of Fixed Income. The update will include a brief economic and financial outlook for North American and global markets, touching on expectations for monetary and fiscal policy in the US and other major economies and how capital markets might respond, followed by a question and answer period with advisors.

Cecilia Mo shares her insights on the macro outlook and discusses recent positioning within her funds. Cecilia will also discuss the recently launched Dynamic U.S. Dividend Advantage Fund and the opportunities she’s finding south of the border.

For Advisor Use Only: Ceilia Mo - Dynamic US Dividend Advantage Fund

For Advisor Use Only: Cecilia Mo - Dynamic US Dividend Advantage Fund

David Fingold, multi award-winning manager for a number of Canadian, US and Global strategies, and Don Simpson, Co-Manager of two Dynamic dividend funds and a Canadian balanced fund, share their insights on why they are currently bullish on quality companies, and why you should be looking at active management now. David and Don will also discuss their investment process, will update you on several funds, and will discuss stocks that were previously uninvestable and have become investable. Also, if you have conservative clients seeking to invest a portion of their investments outside of Canada, the Dynamic Global Asset Allocation Fund and Dynamic Global Dividend Fund present excellent opportunities—particularly for those investors looking for the expertise of a truly active portfolio management team.

Marc-Andre Gaudreau and his team of credit analysts and portfolio managers review the process and strategies used to manage Dynamic Preferred Yield Class, the newest fund offering from Dynamic. Find out more about the investment opportunity that exists for clients as Marc-Andre reviews some of the reasons for investing in an asset class that bridges the world of bonds and equities while offering a higher tax-efficient yield in today's low-rate environment.

Canadian tax expert Evelyn Jacks, President of The Knowledge Bureau, provides an overview of the updates announced in the federal government’s 2013 budget, including 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 2012 tax returns.

For Advisor Use Only: David Fingold & Don Simpson- Dynamic Income Growth Opportunities Class

Listen in as Dr. Martin Murenbeeld, Chief Economist, and Robert Cohen, Vice President & Portfolio Manager, review the outlook for the gold and precious metals sector, highlighting the economic and financial environment surrounding its price as well as the state of capital markets and how the whole impacts the valuation of mining companies operating in the sector.

Recognized as one of the Canada’s top fund managers, Noah Blackstein is responsible for management of the U.S. and global growth portfolios for Dynamic. As one of the few pure growth managers in Canada, Noah provides a unique perspective on investing that compliments Canadian focused portfolios. In this presentation, Noah will share his thoughts on where he is finding growth and how he has positioned his long-only and hedged portfolios to take advantage in 2013 and beyond.

How do you get the conversation started to find out if your clients need help transitioning through various life events? Get your clients talking by asking the right questions. In this presentation, Terri Williams,VP Marketing, Dynamic Funds will share how you can start a conversation with your clients to find out what events are taking place in their lives and how you can respond to these life events issues by leveraging Snapshots within your business practice.