A successful portfolio is built on the right foundation.
Maybe you’re a millennial and are just starting out. Or perhaps you have built up a nest egg but need to simplify and get back to low-fee basics. Either way, it’s time to get some simple priorities in place for success.REGISTER NOW
Just some of our Speakers
Chief Investment Strategist for
Chief Executive Officer,
Money After Graduation
The Stingy Investor &
Chief Executive Officer,
Saturday, May 27TH
8:30 A.M. – 12:30 P.M.
Bram & Bluma Appel Salon, Toronto Reference Library
2nd Floor 789 Yonge Street (1 street north of Bloor) Toronto, ON M4W 2G8
8:30 a.m. Coffee and refreshments
9:00 a.m. Introductory comments – David Thomas, Editor-in-Chief, MoneySense
9:05 a.m. Session One – First steps on the Road to Riches
A successful portfolio is built on the right foundation. Maybe you’re a millennial or even younger and are just starting out. Or perhaps you have built up a nest egg already but need to simplify and get back to low-fee basics. Either way, it’s time to get some simple priorities in place for success.
Fees are one of your biggest enemies on the road to riches. The good news is competition and investor education are teaching investors how to keep more of their money—today and over the life of their portfolios. Panelists:
Moderator Bryan Borzykowski, freelance business journalist and MoneySense contributor
Bridget Casey, CEO of Money After Graduation, and
Randy Cass, CEO of Nest Wealth
10:15 a.m. Break
10:35 a.m. Presentation: Turn Your Couch Potato into a Hot Potato
Learn how to add some active trading to your passive index investing – and boost your returns.
Norm Rothery, StingyInvestor blogger and MoneySense investing columnist
10:55 a.m. Kurt Reiman, Chief Investment Strategist for Canada, BlackRock iShares
Kurt provides an investor outlook on the current investment backdrop. Learn: Where are the sunny spots? What are the storm clouds we should be on guard for? Why do Canadians keep making the mistake of allocating too much of their holdings in Canada when there is a big world of opportunity outside its borders.
11:00 a.m. Session Two – Next Steps on the Road to Riches
Once you’ve got the foundations in place, there are many ways to build on it. There are different ways to be active in your investment strategy, even with index-based ETFs: Learn the difference. What is the outlook for financial markets. Where are the good opportunities around the world and how can investors take advantage. Taxes and ETFs. Low volatility and other ‘factor’ products.
Join our panel as we explore the trends driving change in the exchange-traded market and the investor outlook. Panelists:
Moderator David Thomas, Editor-in-Chief, MoneySense
Kurt Reiman, Chief Investment Strategist for Canada, BlackRock iShares
Rudy Luukko, Editor, Investment and Personal Finance, Morningstar Canada
Norm Rothery, Investing columnist, MoneySense and The Stingy Investor
12:15 p.m. Closing Remarks – David Thomas, Editor-in-Chief, MoneySense