UPCOMING EVENTS

River
WEBINAR

How to defend against rising rates with floating rate strategies

September 21, 2022

Learn about our category leading floating rate solution – CI Floating Rate Income Fund. How the Fund is constructed, the current asset mix, its recent performance, and how it can help to offset increasing rates. 

CE credits will be available for this webinar.

 

 

CE PORTAL

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.

PAST EVENTS

Replay
WEBINAR

Clients’ Minds and Their Money: Guide Their Minds to Achieve Financial Well-Being

September 14, 2022

As a financial advisor, you spend a lot of time helping clients understand their money behaviours and develop healthier relationships with money. This webinar is designed to hone your ability to recognize troublesome mindsets, so you can help clients retrain their brains for optimal financial well-being.

The session will cover:

·       The anatomy of a healthy money relationships

·       Understanding where some money behaviours come from

·       How to coach clients to develop healthier money mindsets

 

CE credits will be available for this webinar.

Replay
WEBINAR

A Better Approach to Core Investing

 

September 7, 2022

Join Jaron Liu, Director of ETF Strategy at CI GAM, as he discusses a multifactor strategy that's built for long-term success - and it all starts with a focus on quality and growth.

 

 

 

 

 

 

 

 

 

 

 

CE credits will be available for this webinar.

Replay
WEBINAR

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. 

 

 

 

 

 

 

CE Credits will be available for this webinar.

Replay
WEBINAR

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. 

 

 

CE Credits will be available for this webinar.

Replay
WEBINAR

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.

 

 

CE Credits will be available for this webinar

Replay
WEBINAR

Diversify with Liquid Alternatives

 

June 8, 2022

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.

 

 

CE Credits will be available for this webinar.

Looking for past CE accredited events? Check out our CE Portal.