Dynamic Live

Dynamic LIVE

Virtual PM Access

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Access matters more than ever.

As the world readjusts to a new reality, Dynamic Funds continues to deliver the access you need to better serve your clients. We remain committed to bringing you truly active, innovative solutions and high conviction ideas. Get timely and relevant insights directly from our investment team through Dynamic LIVE Virtual PM Access.

Virtual PM Access
September 28 & 29

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Please use Google Chrome or a modern browser to register for Dynamic LIVE.

Dynamic LIVE Virtual PM Access

What a difference a year makes.

While we’re not quite back to business as normal, we’ve come a long way since those early days in 2020.

Businesses are reopening slowly. And we’re back playing the sports we love.

Thanks to commitment ... perseverance ... determination ... innovation and cooperation. 

While setbacks come and go, Dynamic Funds believes that the pandemic doesn’t stand a chance against a country that’s unified in its pursuit of a brighter day.  

Because together we can do anything. And we will.

Although challenges still remain, one thing is clear:
The quest for wealth isn’t so simple.
In times like these,
financial advice matters
Access matters
Active management matters more than ever.

And your clients depend on you more than ever.

With DYNAMIC LIVE VIRTUAL PM ACCESS, you’ll get the timely insights and perspective you need.

Featuring:
More than 10 Portfolio Manager presentations
2 Guest Speakers
Live Q&A
And eligibility for CE Credits

So join us at
DYNAMIC LIVE VIRTUAL PM ACCESS
September 28 & 29
Opportunity awaits

Topics for discussion

Live Login Time* Topic Speakers
11:30 - 11:35 AM Introduction Mark Brisley, Managing Director & Head of Dynamic Funds

11:35 AM - 12:35 PM
Brain Insights for Boosting Performance
Dr. Brynn Winegard, Business Brain Expert
12:35 - 12:45 PM Break

12:45 - 1:30 PM
It's Time To Think Differently About Investing
Myles Zyblock, Chief Investment Strategist
1:30 - 1:40 PM CE Test
1:40 - 2:25 PM Stream #1:
A Conversation on Renewable Energy and the Endless Opportunity
Jennifer Stevenson, Vice President & Portfolio Manager
Frank Latshaw, Vice President & Portfolio Manager
  Stream #2:
Setting (Premium) Yield Expectations
Damian Hoang, Vice President, Portfolio Manager & Senior Derivatives Strategist
2:25 - 2:35 PM CE Test
2:35 - 3:20 PM Stream #1:
Life After T.I.N.A.
Roger Rouleau, Vice President & Portfolio Manager
  Stream #2:
Taking Advantage of Canadian Dividends
Don Simpson, Vice President & Portfolio Manager
Eric Mencke, Vice President & Portfolio Manager
Rory Ronan, Vice President & Portfolio Manager
3:20 - 3:30 PM CE Test

3:30 - 4:15 PM
A Deliberately Different Approach to Global and International Investing
David Fingold, Vice President & Senior Portfolio Manager
  CE Test
* Eastern Daylight Time
Live Login Time* Topic Speakers
11:30 - 11:35 AM Introduction Mark Brisley, Managing Director & Head of Dynamic Funds

11:35 AM - 12:35 PM
Winning Body Language for Re-Engaging Live!
Mark Bowden, Expert in Body Language, Human Behaviour, and Communication
12:35 - 12:45 PM Break

12:45 - 1:30 PM
Process Behind the Power of Growth
Noah Blackstein, Vice President & Senior Portfolio Manager
1:30 - 1:40 PM CE Test
1:40 - 2:25 PM Stream #1:
“Inflation is Transitory” the new “Subprime is Contained”?
Romas Budd, Vice President & Senior Portfolio Manager
Derek Amery, Vice President & Senior Portfolio Manager
  Stream #2:
Equity Income: A Ballast in Uncertain Times
Eric Benner, Vice President & Portfolio Manager
Bill McLeod, Vice President & Portfolio Manager
2:25 - 2:35 PM CE Test
2:35 - 3:20 PM Stream #1:
When Experience Counts: An Update on Emerging Markets & Asia
Ben Zhan, Vice President & Portfolio Manager
Danilo Martins, Portfolio Manager
Kevin Kaminski, Portfolio Manager
Dana Love, Vice President & Senior Portfolio Manager
  Stream #2:
The Tortoise and the Hare: Sustainable Growth
Vishal Patel, Vice President & Portfolio Manager
3:20 - 3:30 PM CE Test

3:30 - 4:15 PM
Your Equity Income Solutions
Oscar Belaiche, Senior Vice President & Portfolio Manager
Tom Dicker, Vice President & Portfolio Manager
  CE Test
* Eastern Daylight Time

Featured Guest Speakers

Dr. Brynn Winegard

Business Brain Expert

Mark Bowden

Expert in Body Language, Human Behaviour, and Communication

Featured Portfolio Managers

Hear directly from our portfolio management team as they provide you with the insight and perspective you need in today's constantly evolving markets.

CE Credits

Below is an FAQ for what you need to know about Dynamic LIVE Virtual PM Access and CE accreditation.

Yes. CE credits will be assigned to presentations that qualify for CE Credits.

Presentations will be evaluated after September 29th to determine CE accreditation merit. The CE evaluation process typically takes up to 6-8 weeks.

In order to qualify for CE credits, you need to complete and pass a CE test per presentation.

You will have the opportunity to take a CE test directly following each eligible presentation. If you’ve missed one (for example, a concurrent session or other), simply visit the On-Demand section of the virtual platform to listen to previous sessions. Recordings will be made available On-Demand within 24 hours of the live session.

You can access the CE tests within the virtual platform until the end of day on October 14. After this date, you will no longer have the option to take the CE tests, even if you have participated in the sessions.

If you did not register, you can still sign-up for CE credits by clicking the sign-up button at the top of this page. You have until end of day on October 14 to sign-up and take the CE tests.

The CE test is designed to evaluate comprehension of what was covered from each of the presentations that qualify for CE credits. You can expect to be asked at most ten questions per session.

Once the 6-8 week evaluation process of CE credits has been completed, your Dynamic Funds Sales representative will be notified and CE credits will be issued accordingly.

You must obtain a passing grade of at least 67%.

CE certificates will be uploaded to the Dynamic Advisor Site under Course History.

If you have questions relating to CE credits, you can email education@dynamic.ca.

Dynamic Funds® and Legitimately Active Management® are registered trademarks of their owner, used under license and a division of 1832 Asset Management L.P.