THE INVESTOR’S GUIDE TO THRIVING PRESENTS

Fixing Fixed Income

FALL 2019 NATIONAL TOUR
OCTOBER 10 – NOVEMBER 30, 2019

THE INVESTOR’S GUIDE TO THRIVING PRESENTS

Fixing Fixed Income

FALL 2019 NATIONAL TOUR
OCTOBER 10 – NOVEMBER 30, 2019

About the Series


Larry Berman has been educating investors on air for over 20 years. During the great financial crisis of 2008, viewer phone calls and emails convinced Larry there was a need for more in-depth investing education to help Canadians achieve better outcomes. In 2009 he began hosting live educational conferences. As there are many excellent initiatives aimed at increasing financial literacy, Larry’s conferences cater to individuals who already have a degree of money savvy and are looking to optimize their investment performance to fund their retirement lifestyle goals. Each season the event series empowers investors – addressing the building blocks of sound investment strategy, along with hot-topic subjects in the world of economics and personal finance.

Every show will include digital audience-engagement, and a crowd-sourced version of Berman’s Call, with live audience polling and Q&A using Slido technology.

To date the speaking series has produced more than 200 successful shows, reaching an audience in excess of 62,000 attendees across most Canadian cities, and raising more than $400,000 for Alzheimer’s research and Sick Kids Hospital (#EndChildhoodCancer). All shows are completely free of charge to attendees, thanks in part to the generous support of our event sponsors.

Fixing Fixed Income


The elusive quest for a real return

If you’re NOT a millennial, you might remember the good old days where you could earn 6-8% with very little risk, simply buying bonds. If you have more grey than Larry does, you’ll remember the bad old days of double digit inflation and 15% bond yields in the 1970s. The great financial crisis ushered in a new era of massive debt and ultra-low rates. Now as far as the eye can see, fixed income is “broken” because, in real terms, rates are somewhere between zero and negative. Should you just forget about this asset class entirely? Is higher risk investing the new normal? Will inflation come back? Will Modern Monetary Theory and popularist politics turn the financial world on its head? Will we all be forced to pay banks to keep our cash safe in the near future? Join Larry for an overview of how to understand fixed income, how it has historically played a role in portfolios, and how/why we’ve arrived at the current paradigm.

It’s not all bears and bond bubbles however. As usual, we’ll be showcasing portfolio techniques for thriving in the times we’re in, and what may be around the next corner. We’ll look at liquid alternatives, convertible bonds, options strategies and currency strategies as a source of yield, high yield without the high risk, and long/short tactics for navigating the forgotten world of fixed income. Larry will bring it all together for you in a portfolio context with ideas on how to use ETFs along with less correlated investment instruments (like gold) to put these ideas into action.

Fixing Fixed Income


The elusive quest for a real return

If you’re NOT a millennial, you might remember the good old days where you could earn 6-8% with very little risk, simply buying bonds. If you have more grey than Larry does, you’ll remember the bad old days of double digit inflation and 15% bond yields in the 1970s. The great financial crisis ushered in a new era of massive debt and ultra-low rates. Now as far as the eye can see, fixed income is “broken” because, in real terms, rates are somewhere between zero and negative. Should you just forget about this asset class entirely? Is higher risk investing the new normal? Will inflation come back? Will Modern Monetary Theory and popularist politics turn the financial world on its head? Will we all be forced to pay banks to keep our cash safe in the near future? Join Larry for an overview of how to understand fixed income, how it has historically played a role in portfolios, and how/why we’ve arrived at the current paradigm.

It’s not all bears and bond bubbles however. As usual, we’ll be showcasing portfolio techniques for thriving in the times we’re in, and what may be around the next corner. We’ll look at liquid alternatives, convertible bonds, options strategies and currency strategies as a source of yield, high yield without the high risk, and long/short tactics for navigating the forgotten world of fixed income. Larry will bring it all together for you in a portfolio context with ideas on how to use ETFs along with less correlated investment instruments (like gold) to put these ideas into action.

Join the Investor’s Guide to Thriving this fall
to help inform your portfolio strategy!


Featured Speakers


Larry Berman
ETF Capital Management

Kevin Prins
BMO ETFs

Jean Carlo Rouzier
BMO ETFs

Erika Toth
BMO ETFs

Alain Desbiens
BMO ETFs

Drew Burgess
BMO ETFs

Mark Webster
BMO ETFs

Christopher McGrath
BMO ETFs

Daniel Stanley
BMO ETFs

Rob Butler
BMO ETFs

Rene Dinter
BMO ETFs

Monique Madan
UPotential

Daniel Bonilla
National Bank Direct Brokerage

An Le
National Bank Direct Brokerage

Bobby Argitis
National Bank Direct Brokerage

Iris Nie
National Bank Direct Brokerage

EVENT LOCATIONS & REGISTRATION


Hamilton, ON
Hamilton, ON
Thursday, October 10, 2019
Hamilton, ON
Thursday, October 10, 2019
Silvercity Hamilton Mountain
6:30pm - 9:00pm
Kitchener, ON
Kitchener, ON
Wednesday, October 16, 2019
Kitchener, ON
Wednesday, October 16, 2019
Cineplex Kitchener
6:30pm - 9:00pm
Halifax, NS
Halifax, NS
Wednesday, October 23, 2019
Halifax, NS
Wednesday, October 23, 2019
Scotiabank Halifax
6:30pm - 9:00pm
Montreal, QC
Montreal, QC
Thursday, October 24, 2019
Montreal, QC
Thursday, October 24, 2019
Scotiabank Montreal
6:30pm - 9:00pm
Ottawa, ON
Ottawa, ON
Saturday, October 26, 2019
Ottawa, ON
Saturday, October 26, 2019
Cineplex Lansdowne
12:30pm - 4:30pm
Regina, SK
Regina, SK
Tuesday, October 29, 2019
Regina, SK
Tuesday, October 29, 2019
Cineplex Normanview
6:30pm - 9:00pm
Winnipeg, MB
Winnipeg, MB
Wednesday, October 30, 2019
Winnipeg, MB
Wednesday, October 30, 2019
Scotiabank Winnipeg
6:30pm - 9:00pm
Toronto, ON
Toronto, ON
Saturday, November 2, 2019
Toronto, ON
Saturday, November 2, 2019
Cineplex Queensway
12:30pm - 4:30pm
Edmonton, AB
Edmonton, AB
Thursday, November 7, 2019
Edmonton, AB
Thursday, November 7, 2019
Cineplex South Edmonton
6:30pm - 9:00pm
Calgary, AB
Calgary, AB
Saturday, November 9, 2019
Calgary, AB
Saturday, November 9, 2019
Cineplex Westhills
12:30pm - 4:00pm
Markham, ON
Markham, ON
Sunday, November 24, 2019
Markham, ON
Sunday, November 24, 2019
Cineplex Markham
1:30pm - 5:00pm
Victoria, BC
Victoria, BC
Wednesday, November 27, 2019
Victoria, BC
Wednesday, November 27, 2019
SilverCity Victoria
6:30pm - 9:00pm
Langley, BC
Langley, BC
Thursday, November 28, 2019
Langley, BC
Thursday, November 28, 2019
Cineplex Langley
6:30pm - 9:00pm
Vancouver, BC
Vancouver, BC
Saturday, November 30, 2019
Vancouver, BC
Saturday, November 30, 2019
Scotiabank Vancouver
12:30pm - 4:00pm

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Our events are free to attend thanks to the generous support of our sponsors.

 

 

 

 

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