Continuing Education → Professional Development → CETFA

9th Annual ETF Conference - Day 1 - Sessions 1-4 (CETFA2)

2.0 IIROC: Professional Development: 22-1270P

2.0 MFDA: Professional Development: 1000002114

Session 1 - The conference kicked off with renowned Value Manager Kim Shannon (Sionna Investments) talking about Canada, Value, Inflation, and what she sees ahead for us as opportunities. We then turn to Greg Taylor, CIO (Purpose Investments) for his take on portfolio construction and risk management.

Session 2 - Panel discussion with industry experts about strategies, opportunities and portfolio repositioning

Session 3 – with 60/40 busted, we look at a much broader diversification and what that translates in terms of risk management and; portfolio construction.

Session 4 – Thematics have undergone a massive downward revaluation. We revisit the space and seek to provide perspective and context for portfolio inclusion.

CE Credits: 2.0 MFDA CE Activity Cod...: 1000002114 IIROC: 2.0 IIROC: Professional Development: 22-... MFDA: 2.0 MFDA: Professional Development: 1000...

  • Market Insights through lens of a seasoned Value Manager & a CIO
  • Quiz - Market Insights through lens of a Value Manager & a CIO
  • PANEL - Strategies & Opportunities
  • Quiz - Strategies, Opportunities
  • 60/40 - the case for applicability of Adaptive Asset Allocation
  • Quiz - 60/40 - the case for applicability of Adaptive Asset Allocation
  • Thematics
  • Quiz - Thematics
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: 1 year