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 Canada, Daniel Child, YTM Capital, and Matthew Dennis, Cidel. We have been in a bull market for bonds for the last 40 years but the ballooning of sovereign debt, massive holdings of bonds on government balance sheets, >$18 trillion of negative-rate bonds globally, incredible use of synthetics and derivatives in all areas of the market, and use of rates hedges by pension plans as part of their asset-liability management overlays and risk parity portfolios creates tensions that can affect investor portfolios down the line. This panel of seasoned traders will look into these potential crises-creators and advise how to use fixed-income to investors’ benefit.