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 Podcast: Profit or Protect in Bull and Bear Markets




With recent market volatility, managing risk and seeking profitable opportunities has become even more challenging. Horizons BetaPro Funds and ETFs are designed to provide 200% daily (Bull+) or inverse daily (Bear+) performance of an equity, fixed income, currency or commodity benchmark. Investors attending this session will learn how to implement institutional type portfolio management tactics including risk management, hedging, beta efficiency and portable alpha.
Audio Details
Speaker(s): Howard J. Atkinson, CFA, CIMA
Date Recorded: January 24, 2008
Location: Financial Forum and Wealth Management Expo Toronto 2008 www.financialforum.ca
Length: Approximately 49 Minutes

Podcast: Understanding Exchange-Traded Funds: How ETFs Benefit
Various Asset Allocation Strategies



Grahame Lyons, Managing Director at Claymore Investments, Inc. will discuss the benefits of ETFs for investors, and the various asset allocation strategies, for all levels of portfolio sophistication.
Audio Details
Speaker(s): Grahame Lyons
Date Recorded: February 8, 2008
Location: Financial Forum and Wealth Management Expo
Vancouver 2008 www.financialforum.ca
Length: Approximately 64 Minutes

Podcast: Investment Strategies That Work in Both Bull and Bear




A discussion of several investment strategies that research and experience have shown to provide superior returns to investors in all kinds of markets. Leonard will also explain why it is that the simplest investment strategies to understand and implement are also the ones that provide above-average profits.
Audio Details
Speaker(s): Leonard Goodall, PhD, CFP
Date Recorded: February 8, 2008
Location: Financial Forum and Wealth Management Expo Vancouver 2008 www.financialforum.ca
Length: Approximately 35 Minutes

Podcast: Join the thinkorswim Revolution



Come check out the thinkorswim trading platform with Tom Sosnoff and Don Kaufman and see why Barron's* has rated TOS the best online trading software for the past two years running.

*thinkorswim rated highest software-based online broker and “best for option traders” in Barron’s ranking for online brokers, 3/6/2006 and 3/5/2007. thinkorswim was evaluated versus others in eight total categories including investment types that can be traded, the quality of screeners provided to sort through stocks, options, or funds, the computer-friendliness of trading screens, overall ease-of-use and ability to be customized. thinkorswim topped the list with the highest weighted average score. Barron’s is a registered trademark of Dow Jones & Company © 2007.
Audio Details
Speaker(s): Tom Sosnoff and Don Kaufman
Date Recorded: January 25, 2008
Location: Financial Forum and Wealth Management Expo Toronto 2008 www.financialforum.ca
Length: Approximately 52 Minutes

Podcast: Benefits of ETFs: How to Use Them in Your Portfolio



Benefits of ETFs: How to Use Them in Your Portfolio
Som Seif, President & CEO of Claymore Investments, Inc. will discuss the benefits of Exchange-Traded Funds (ETFs), including the following key charactieristics:

§ Flexibility/Liquidity
§ Tax Efficiency
§ Transparency
§ Low Cost
§ Diversification

Audio Details
Speaker(s): Som Seif
Date Recorded: January 26, 2008
Location: Financial Forum and Wealth Management Expo Toronto 2008 www.financialforum.ca
Length: Approximately 48 Minutes

Podcast: Two Views by Two Technical Analysts
Managing Your Money With a Technical Foundation

Technical Analysis provides an indispensable set of tools to investors.


Learn about the benefits of including this price based approach to your investment decisions. Presentation Topics: Indicators and Systems, The Trade Set-Up, The Plan, Post-Trade Analysis, Psychology, Diversification Rules, Should you short?, Where to Start
Audio Details
Speaker(s): Jeff Parent
Date Recorded: January 25, 2008
Location: Financial Forum and Wealth Management Expo Toronto 2008 www.financialforum.ca
Length: Approximately 50 Minutes

Podcast: North American Economic Outlook for 2008


North American Economic Outlook for 2008
The presentation will examine how the US and Canadian economies are dealing with the weakening US housing market. The analysis will include the recent reverberations through financial markets of rising mortgage defaults.
Audio Details
Speaker(s): Paul Ferley is the Assistant Chief Economist RBC Financial Group
Date Recorded: January 25, 2008
Location: Financial Forum and Wealth Management Expo Toronto 2008 www.financialforum.ca
Length: Approximately 45 Minutes
 

Podcast: Secrets of the Skeptical Investor



Secrets of the Skeptical Investor
Are you sick of corporate scandals that sent investments, yet know that you have to make the most of your investment dollar? Do you know if the companies that you invest in or broker recommendations can be trusted? Where do you turn for unvarnished advice to ensure that your financial future remains bright?

In his talk, John will demonstrate the secrets that he has learned, the secrets that should outperform and what you need to know now to invest and prosper in the years to come.
Audio Details
Speaker(s): John Stephenson, MBA, CFA, FRM
Date Recorded: January 24, 2008
Location: Financial Forum and Wealth Management Expo Toronto 2008 www.financialforum.ca
Length: Approximately 40 Minutes
 

Podcast: What's New in Taxes!



What's New in Taxes!
Brian will discuss the numerous tax changes announced over the last year - from pension splitting for seniors, to new child tax credits available to parents, to the improved ways to fund education and provide for disabled children. The focus will be on how you and your family can take advantage of these changes to save tax on your 2007 tax return and to look ahead to 2008 to further reduce the tax bill.
Audio Details
Speaker(s): Brian Quinlan, CA, CFP,TEP
Date Recorded: January 24, 2008
Location: Financial Forum and Wealth Management Expo Toronto 2008 www.financialforum.ca
Length: Approximately 40 Minutes
 

Podcast: Is the Media the Investor’s Friend or Enemy?


Is the Media the Investor’s Friend or Enemy?

Financial Post columnist Jonathan Chevreau looks at the topic of “financial pornography” and tells investors how to be selective in what they absorb from the media’s coverage of financial markets.

Audio Details
Speaker(s): Jonathan Chevreau
Date Recorded: January 24, 2008
Location: Financial Forum and Wealth Management Expo Toronto 2008 www.financialforum.ca
Length: Approximately 45 Minutes
 

Podcast: Am I Going To Be Ok?
Am I Going To Be Ok?
  • * Does more money really mean more happiness?
  • * Is your financial future a threat?
  • * What are the keys to achieving financial independence?

This audio presentation will give you a deeper appreciation of why we do not always make financial decisions which contribute to, or maximize our happiness. It looks at how our views and attitudes toward money are shaped and will cause you to rethink your relationship with money and what it means for your happiness. Find out if you really are going to be OK.
Audio Details
Speaker(s): Francis d'Andrade
Date Recorded: January 24, 2008
Location: Financial Forum and Wealth Management Expo Toronto 2008 www.financialforum.ca
Length: Approximately 40 Minutes

 

Podcast: Making 100%, 500%, 1000% From Small-Cap Stocks
Making 100%, 500%, 1000% From Small-Cap Stocks

In the last 10 years, 9 out of the 10 best performing stocks in North America started out as undiscovered micro-cap stocks. Gains ranged from 3,600% to 25,500%.

What did each of these companies have in common? They had achieved commercial success but were not quite big enough to be followed by Bay Street and Wall Street experts…but diligent investors made millions!
Audio Details
Speaker(s): George Tsiolis
Date Recorded: January 26, 2008
Location: Financial Forum and Wealth Management Expo Toronto 2008 www.financialforum.ca
Length: Approximately 30 Minutes

Podcast: Two Views by Two Technical Analysts
Two Views by Two Technical Analysts

Don and Bill will present their ideas on Technical Analysis. Each uses a unique approach to identify opportunities in the markets.

Applying their complementary methods can help investors achieve their long-term goals. The topic of technical analysis is not just for traders!
Audio Details
Speaker(s): Bill Carrigan and Don Vialoux
Date Recorded: January 25, 2008
Location: Financial Forum and Wealth Management Expo Toronto 2008 www.financialforum.ca
Length: Approximately 54 Minutes

 

 
 
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