A Seat at the Table – Delivering Value to Affluent Investors
August 10, 2022
Many financial advisors depend on high-net worth investors as part of their business plans. These clients, however, require tailored services to meet their unique needs. CI’s Advisor Consulting Team is pleased to present the second of its two-part series, A Seat at the Table, with a specific focus on delivering value to (and growing the wealth of) your affluent clients.
CI GAM’s CE Portal is a self-serving platform that makes it easier for you to earn continuing education (CE) credits with access to relevant, timely content that is available on-demand and at your convenience. The CE Portal allows you to manage all your CE credit certificates issued from CI Global Asset Management all in one place, from virtual to in-person presentations.
All you need to know about CI Global Climate Leaders Fund
July 13, 2022
The race to net zero has investors shifting focus to investments like our Global Climate Leaders Fund. For an in-depth presentation on the fund, join James Tsinidis and Mike Harut of Munro as they discuss key aspects of the fund, demonstrating its ability to sustain long-term growth while having a positive impact on the environment and society.
Generate yield and manage risk with CI Covered Call ETFs
June 22, 2022
In this environment of extreme market volatility, covered call strategies may lower downside risk while generating additional yield. George Lagoudakis (Portfolio Manager, CI Global Asset Management) and Nirujan Kanagasingam (VP, Head of ETF Strategy) share their insights on the many benefits of covered calls.
Join experts in alternative fixed income strategies, Paul Sandhu and Roberto Katigbak from Marret Asset Management. They will lead a discussion on CI Alternative Diversified Opportunities Fund, a liquid alternative with the flexibility to enhance and diversify returns across traditional fixed income funds.
A Seat at the Table: Strategies for Attracting Affluent Investors
June 1, 2022
Attracting high net worth investors is a mainstay of many advisors’ business plans. Join members from both sides of the CI Advisor Consulting Team, Practice Management and Tax Retirement & Estate Planning (TREP), for the first of our two-part series of presentations which will help you earn a seat at the table with wealthier prospects.