Featured Speakers

Featured Speakers

Larry Berman

CFA, CMT, CTA

Larry Berman is a Co-Founder of ETF Capital Management, (www.etfcm.com) and Prosper Experiential Media, (www.prosperexperiential.com). Over his 25 year career, Larry has worked for numerous top firms in New York, Boston, and Toronto. Prior to founding ETFCM (2006), he was Chief Technical Strategist and Managing Director for CIBC World Markets for nearly a decade where he was ranked as one of Canada’s “Top 3 Analysts” according to Brendan Wood institutional investor surveys. Larry is a Chartered Market Technician (CMT), a Chartered Financial Analyst (CFA) charter holder, and is a US registered Commodity Trading Advisor (CTA). Larry graduated from York University with a BA in Economics and lectures on behavioural finance and technical analysis at colleges and universities. Larry is the primary author of the textbook for the technical analysis course offered by the Canadian Securities Institute (CSI). He is past President of the Canadian Society of Technical Analysts (www.csta.org), past Vice-Chairman (Americas) of the International Federation of Technical Analysts (www.ifta.org), and past President of the Market Technicians Association – where he currently sits on the board of the educational foundation (www.mtaef.org). Larry’s opinions frequently appear in the media, and he is featured weekly on BNN’s Berman’s Call.

Speaking Topic


The Changing Climate of Investing

The newest and fastest growing investing style considers the Environmental, Social, and Governance issues related to how companies operate. We all know (maybe not DJT) that climate change is real (those coal jobs in PA never did show up did they). We are seeing it in political polarization all over the world. Will the oil sands ever be the same? Will we actually get pipelines built in Canada? Will Apple stop using suppliers that use child labor? Does a company perform better if it has more women in the C-Suite? Agree with it or not, money is always in motion and ESG investing will have impacts on your portfolio returns in the future. You need to know more about this newest influence on your retirement savings.

ETFs focused on ESG investing are growing rapidly and this theme is likely to continue in the future. As social responsibility grows and Millennials become the inheritors of wealth, ESG may be more important choices on how this money gets invested than less socially and environmentally industries. Larry will discuss what this may mean for your retirement savings.