Course
About Shorting…all you ever wanted to know about it! (CAASA001)
Continuing Education
/
Professional Development
About Shorting…all you ever wanted to know about it! (CAASA001)
FP Canada: 0.5 Financial Planning Credits (#8796) This course was produced for CAASA’s Wealth Managers’ Forum featuring a moderated interview with Ida Khajadourian of Richardson Wealth and Daniel Dorenbush with Scotiabank. We speak to...
Navigating the Public & Private High Yield Landscape (CAASA0012)
Continuing Education
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Professional Development
Navigating the Public & Private High Yield Landscape (CAASA0012)
FP Canada: 1.0 Financial Planning (#8808) This course was produced by Invico Capital Corporation and speaks to how the public and private lending (or high yield) markets work and how investors can take advantage of opportunities in each area. ...
The New ETFs (CAASA0018)
Continuing Education
/
Professional Development
The New ETFs (CAASA0018)
FP Canada: 1.0 Financial Planning (#8814) This course was produced for CAASA’s Wealth Managers’ Forum featuring Richard Laterman, ReSolve Asset Management, Robert Duncan, Forstrong Global Asset Management, David Stephenson, CIBC Asset...
Alt Alts: the next frontier (CAASA002)
Continuing Education
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Professional Development
Alt Alts: the next frontier (CAASA002)
FP Canada: 1.0 Financial Planning (#8798) This course was produced for CAASA’s Wealth Managers’ Forum featuring Anthony Faiella, AGinvest Farmland Properties Canada Inc.; David Jarvis, Corton Capital; Robert Anton, Next Edge Capital; and...
Private Equity & Public Equity with HarbourVest Partners and CEOS Family Office (CAASA0025)
Continuing Education
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Professional Development
Private Equity & Public Equity with HarbourVest Partners and CEOS Family Office (CAASA0025)
FP Canada: 1.0 Practice Management (#8677) This course is a podcast looking at both public and private markets such as private equity and private lending. Our speakers have a wealth of experience in both sides and explain how each of these...
Becoming an MFO: The next step (CAASA003)
Continuing Education
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Professional Development
Becoming an MFO: The next step (CAASA003)
FP Canada: 1.0 Practice Management (#8799) This course was produced for CAASA’s Wealth Managers’ Forum featuring Éric Lapointe, CEOS Family Office, Neil Nisker, Our Family Office, retention is getting more complicated with competitors’...
Credit, What Credit? (CAASA004)
Continuing Education
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Professional Development
Credit, What Credit? (CAASA004)
FP Canada: 1.0 Financial Planning (#7780) This course was produced for CAASA’s Wealth Managers’ Forum featuring Andrew Torres, Lawrence Park Asset Management, Matt Shandro, Fulcra Asset Management Inc., Geoff Castle, PenderFund Management...
Derivatives and Your Book – Tips from the Experts (CAASA005)
Continuing Education
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Professional Development
Derivatives and Your Book – Tips from the Experts (CAASA005)
FP Canada: 1.0 Practice Management (#8801) This course was produced for CAASA’s Wealth Managers’ Forum featuring Robert Tasca from the TMX Group and Gleb Sivitsky of Mackenzie Investments speaking about the basics of derivatives, how they...
Diversity & Inclusion + ESG + Your Business (CAASA006)
Continuing Education
/
Professional Development
Diversity & Inclusion + ESG + Your Business (CAASA006)
FP Canada: 0.5 Practice Management (#8802) This course was produced for CAASA’s Wealth Managers’ Forum featuring David Sharpe of Bridging Finance and Brendan Rogers with RBC Dominion Securities. Diversity & Inclusion / Environmental,...
Equity Market Neutral: the best-kept secret of alt strategies (CAASA007)
Continuing Education
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Professional Development
Equity Market Neutral: the best-kept secret of alt strategies (CAASA007)
FP Canada: 1.0 Financial Planning (#8803) This course was produced for CAASA’s Wealth Managers’ Forum featuring Adam Posman, PCJ Investment Counsel; Mark Allen, RBC Wealth Management ;Bill DeRoche, AGF Investments LLC; and Jeff Bradacs,...

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