ETF Insight/Credo 9th Annual ETF Conference - Nov 2022 Day 1 - Sessions 1 - 4

Language: English

Instructors: Greg Taylor, Kim Shannon, Alfred Lee, Daniel Straus, Rodrigo Gordillo, Bernd Henseler, Yves Rebetez

Why this course?

Description

This first section is comprised of 4 sessions equalling 2 hours of continuing education.

Session 1 - Market Insights through lens of a Value Manager & a CIO - Setting the stage - 2022 developments; markets backdrop; Industry highlights etc, as well as speaking to the outlook for 2023 with Greg Taylor & Kim Shannon - (Combo Economist/ Strategist)

Session 2 - PANEL - Strategies, Opportunities - (1) Alfred Lee, BMO; (2) Greg Taylor (CIO Purpose) (3) Daniel Straus, Nat Bank

Session 3 - 60/40 - the case for applicability of Adaptive Asset Allocation - Rodrigo Gordillo, President and PM, ReSolve Asset Management - With 60/40 busted - the case for and applicability of Adaptive Asset Allocation

Session 4 - Thematics - Post dramatic "Thematics" 2022 bear market - 2023 Opportunities?

Course Curriculum

Day 1 - 9th Annual ETFInsight/Credo ETF Conference
Section 1 - Day One - 4 sessions approx. 120 mins. (2 hours)
2023 Around the Corner - Market Insights through lens of a seasoned Value Manager & CIO (25:00)
Quiz for Video 1 - 2023 Around The Corner - Market insights through the lens of a seasoned Value Manager and CIO
Investment Strategies & Opportunities with Alfred Lee, Greg Taylor, and Daniel Straus. (28:00)
Quiz for VIDEO 2 - Strategies and Opportunities panel – Daniel Straus (National Bank Financial); Alfred Lee (BMO GAM); and Greg Taylor (Purpose Investments)
60/40 Busted with Rodrigo Gordillo (27:00)
VIDEO 3 - The case for applicability of Adaptive Asset Allocation – Rodrigo Gordillo (President and PM – ReSolve Asset Management
Thematic ETFs with Daniel Straus and Bernd Henseler (16:00)
Quiz for VIDEO 4 - Thematic discussion with Daniel Straus and Bernd Henseler

How to Use

After successful purchase, this item would be added to your courses.You can access your courses in the following ways :

  • From the computer, you can access your courses after successful login
  • For other devices, you can access your library using this web app through browser of your device.

Reviews