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BEYOND BASICS: ETFS EXPLAINED

Beyond Basics: ETFs Explained

Overview

Exchange Traded Funds have been on the investment scene (invented in Canada in 1990) for 30 years and have grown precipitously to more than U$6 trillion in AUM globally and more than C$200 billion in Canada alone with evolutions including, commodity-linked products, active ETFs (both rules-based and truly-active), and alternative ETFs (in Canada).

Recent market shocks have reverberated through the mutual fund, privates fund, and ETF landscapes alike – and the volatility has caused some investors to rethink their allocations to these sectors and add money to those that they believe will ameliorate portfolio shocks in subsequent crises and provide a much-needed lift as market move through this COVID-19 year and perhaps emerge from it before long (we believe that would be a year or so out).

Why didn’t Oil ETFs go negative when crude printed at -$37?  Why does liquidity matter?  How do taxes work with ETFs?  These questions and more will be revealed in this high-powered panel webinar.

Join us for insights on the structure of ETFs, market jolts, and, indeed, the future of this large and important market for investors.

When

  • May 19, 2020
  • 3:00 pm – 4:00 pm

Where

Dial-in details will be sent once registration is complete

CAASA’S Virtual Platform

SPEAKERS

CALGARY: FOUNDING DAY DRINKS 2020

Beyond Basics: ETFs Explained

Overview

Exchange Traded Funds have been on the investment scene (invented in Canada in 1990) for 30 years and have grown precipitously to more than U$6 trillion in AUM globally and more than C$200 billion in Canada alone with evolutions including, commodity-linked products, active ETFs (both rules-based and truly-active), and alternative ETFs (in Canada).

Recent market shocks have reverberated through the mutual fund, privates fund, and ETF landscapes alike – and the volatility has caused some investors to rethink their allocations to these sectors and add money to those that they believe will ameliorate portfolio shocks in subsequent crises and provide a much-needed lift as market move through this COVID-19 year and perhaps emerge from it before long (we believe that would be a year or so out).

Why didn’t Oil ETFs go negative when crude printed at -$37?  Why does liquidity matter?  How do taxes work with ETFs?  These questions and more will be revealed in this high-powered panel webinar.

Join us for insights on the structure of ETFs, market jolts, and, indeed, the future of this large and important market for investors.

When

  • March 3, 2020
  • 3:00 pm – 4:00 pm

Where

Dial-in details will be sent once registration is complete

CAASA’S Virtual Platform

SPEAKERS

Pepperdine and a Peppering of Best Ideas (Vancouver)

Beyond Basics: ETFs Explained

Overview

Exchange Traded Funds have been on the investment scene (invented in Canada in 1990) for 30 years and have grown precipitously to more than U$6 trillion in AUM globally and more than C$200 billion in Canada alone with evolutions including, commodity-linked products, active ETFs (both rules-based and truly-active), and alternative ETFs (in Canada).

Recent market shocks have reverberated through the mutual fund, privates fund, and ETF landscapes alike – and the volatility has caused some investors to rethink their allocations to these sectors and add money to those that they believe will ameliorate portfolio shocks in subsequent crises and provide a much-needed lift as market move through this COVID-19 year and perhaps emerge from it before long (we believe that would be a year or so out).

Why didn’t Oil ETFs go negative when crude printed at -$37?  Why does liquidity matter?  How do taxes work with ETFs?  These questions and more will be revealed in this high-powered panel webinar.

Join us for insights on the structure of ETFs, market jolts, and, indeed, the future of this large and important market for investors.

When

  • October 3, 2019
  • 1:30 pm – 5:00 pm

Where

Dial-in details will be sent once registration is complete

CAASA’S Virtual Platform

SPEAKERS

Insights: Foreign Exchange

Beyond Basics: ETFs Explained

Overview

Exchange Traded Funds have been on the investment scene (invented in Canada in 1990) for 30 years and have grown precipitously to more than U$6 trillion in AUM globally and more than C$200 billion in Canada alone with evolutions including, commodity-linked products, active ETFs (both rules-based and truly-active), and alternative ETFs (in Canada).

Recent market shocks have reverberated through the mutual fund, privates fund, and ETF landscapes alike – and the volatility has caused some investors to rethink their allocations to these sectors and add money to those that they believe will ameliorate portfolio shocks in subsequent crises and provide a much-needed lift as market move through this COVID-19 year and perhaps emerge from it before long (we believe that would be a year or so out).

Why didn’t Oil ETFs go negative when crude printed at -$37?  Why does liquidity matter?  How do taxes work with ETFs?  These questions and more will be revealed in this high-powered panel webinar.

Join us for insights on the structure of ETFs, market jolts, and, indeed, the future of this large and important market for investors.

When

  • May 18, 2021
  • 3:00 pm – 4:00 pm

Where

Dial-in details will be sent once registration is complete

CAASA’S Virtual Platform

SPEAKERS

Members of CAASA

Event Registration Closed

Non-Members of CAASA

Event Registration Closed

CAASA-VINO: WORLD OF PINOT – DELIVERED TO YOUR DOOR

Beyond Basics: ETFs Explained

Overview

Exchange Traded Funds have been on the investment scene (invented in Canada in 1990) for 30 years and have grown precipitously to more than U$6 trillion in AUM globally and more than C$200 billion in Canada alone with evolutions including, commodity-linked products, active ETFs (both rules-based and truly-active), and alternative ETFs (in Canada).

Recent market shocks have reverberated through the mutual fund, privates fund, and ETF landscapes alike – and the volatility has caused some investors to rethink their allocations to these sectors and add money to those that they believe will ameliorate portfolio shocks in subsequent crises and provide a much-needed lift as market move through this COVID-19 year and perhaps emerge from it before long (we believe that would be a year or so out).

Why didn’t Oil ETFs go negative when crude printed at -$37?  Why does liquidity matter?  How do taxes work with ETFs?  These questions and more will be revealed in this high-powered panel webinar.

Join us for insights on the structure of ETFs, market jolts, and, indeed, the future of this large and important market for investors.

When

  • June 25, 2020
  • 4:30 pm – 6:00 pm

Where

Dial-in details will be sent once registration is complete

CAASA’S Virtual Platform

SPEAKERS

CAASA WEBINAR – DISCERNING DECEPTION FROM A DISTANCE

Beyond Basics: ETFs Explained

Overview

Exchange Traded Funds have been on the investment scene (invented in Canada in 1990) for 30 years and have grown precipitously to more than U$6 trillion in AUM globally and more than C$200 billion in Canada alone with evolutions including, commodity-linked products, active ETFs (both rules-based and truly-active), and alternative ETFs (in Canada).

Recent market shocks have reverberated through the mutual fund, privates fund, and ETF landscapes alike – and the volatility has caused some investors to rethink their allocations to these sectors and add money to those that they believe will ameliorate portfolio shocks in subsequent crises and provide a much-needed lift as market move through this COVID-19 year and perhaps emerge from it before long (we believe that would be a year or so out).

Why didn’t Oil ETFs go negative when crude printed at -$37?  Why does liquidity matter?  How do taxes work with ETFs?  These questions and more will be revealed in this high-powered panel webinar.

Join us for insights on the structure of ETFs, market jolts, and, indeed, the future of this large and important market for investors.

When

  • May 14, 2020
  • 3:00 pm – 4:00 pm

Where

Dial-in details will be sent once registration is complete

CAASA’S Virtual Platform

SPEAKERS

CALGARY: FOUNDING DAY DRINKS 2020

Beyond Basics: ETFs Explained

Overview

Exchange Traded Funds have been on the investment scene (invented in Canada in 1990) for 30 years and have grown precipitously to more than U$6 trillion in AUM globally and more than C$200 billion in Canada alone with evolutions including, commodity-linked products, active ETFs (both rules-based and truly-active), and alternative ETFs (in Canada).

Recent market shocks have reverberated through the mutual fund, privates fund, and ETF landscapes alike – and the volatility has caused some investors to rethink their allocations to these sectors and add money to those that they believe will ameliorate portfolio shocks in subsequent crises and provide a much-needed lift as market move through this COVID-19 year and perhaps emerge from it before long (we believe that would be a year or so out).

Why didn’t Oil ETFs go negative when crude printed at -$37?  Why does liquidity matter?  How do taxes work with ETFs?  These questions and more will be revealed in this high-powered panel webinar.

Join us for insights on the structure of ETFs, market jolts, and, indeed, the future of this large and important market for investors.

When

  • February 19, 2020
  • 4:00 pm – 6:00 pm

Where

Dial-in details will be sent once registration is complete

CAASA’S Virtual Platform

SPEAKERS

CAASA Mentorship 2021 Info Session

Beyond Basics: ETFs Explained

Overview

Exchange Traded Funds have been on the investment scene (invented in Canada in 1990) for 30 years and have grown precipitously to more than U$6 trillion in AUM globally and more than C$200 billion in Canada alone with evolutions including, commodity-linked products, active ETFs (both rules-based and truly-active), and alternative ETFs (in Canada).

Recent market shocks have reverberated through the mutual fund, privates fund, and ETF landscapes alike – and the volatility has caused some investors to rethink their allocations to these sectors and add money to those that they believe will ameliorate portfolio shocks in subsequent crises and provide a much-needed lift as market move through this COVID-19 year and perhaps emerge from it before long (we believe that would be a year or so out).

Why didn’t Oil ETFs go negative when crude printed at -$37?  Why does liquidity matter?  How do taxes work with ETFs?  These questions and more will be revealed in this high-powered panel webinar.

Join us for insights on the structure of ETFs, market jolts, and, indeed, the future of this large and important market for investors.

2021 Mentorship Program Opportunities:

Mentees 
Must be a member of CAASA
Be an emerging leader in Finance (4-6 years experience)
Working towards a more senior position or a career transition to another sector*
Responsible in driving the mentorship relationship

Mentors
Be an industry leader that is prepared to commit ~ 1 hour a month
Motivated in investing in the next generation of leaders
Contribute to development of the mentees’ professional and behavioural skills
Challenge the mentee on their choices, decisions, directions, and ways of thinking

Matching Committee
Must be a member of CAASA
Have a large network of professionals to draw upon for matching the mentees
Wiling to commit to the March 1st to April 30th matching period
Option to work with a mentee over the program term (not required)

When

  • January 20, 2021
  • 3:30 pm – 4:00 pm

Where

Dial-in details will be sent once registration is complete

CAASA’S Virtual Platform

Mentees & Matching Committee

Open to all CAASA members.

Event Registration Closed

Mentors

Open to both CAASA members and non-members.

Event Registration Closed

Insights: African Investment Opportunities

Beyond Basics: ETFs Explained

Overview

Exchange Traded Funds have been on the investment scene (invented in Canada in 1990) for 30 years and have grown precipitously to more than U$6 trillion in AUM globally and more than C$200 billion in Canada alone with evolutions including, commodity-linked products, active ETFs (both rules-based and truly-active), and alternative ETFs (in Canada).

Recent market shocks have reverberated through the mutual fund, privates fund, and ETF landscapes alike – and the volatility has caused some investors to rethink their allocations to these sectors and add money to those that they believe will ameliorate portfolio shocks in subsequent crises and provide a much-needed lift as market move through this COVID-19 year and perhaps emerge from it before long (we believe that would be a year or so out).

Why didn’t Oil ETFs go negative when crude printed at -$37?  Why does liquidity matter?  How do taxes work with ETFs?  These questions and more will be revealed in this high-powered panel webinar.

Join us for insights on the structure of ETFs, market jolts, and, indeed, the future of this large and important market for investors.

When

  • June 23, 2021
  • 10:00 am – 11:00 am

Where

Dial-in details will be sent once registration is complete

CAASA’S Virtual Platform

SPEAKERS

SPEAKERS

Members of CAASA

Event Registration Closed

Non-Members of CAASA

Event Registration Closed

CAASA WEBINAR – BEYOND BASICS: REAL ASSETS

Beyond Basics: ETFs Explained

Overview

Exchange Traded Funds have been on the investment scene (invented in Canada in 1990) for 30 years and have grown precipitously to more than U$6 trillion in AUM globally and more than C$200 billion in Canada alone with evolutions including, commodity-linked products, active ETFs (both rules-based and truly-active), and alternative ETFs (in Canada).

Recent market shocks have reverberated through the mutual fund, privates fund, and ETF landscapes alike – and the volatility has caused some investors to rethink their allocations to these sectors and add money to those that they believe will ameliorate portfolio shocks in subsequent crises and provide a much-needed lift as market move through this COVID-19 year and perhaps emerge from it before long (we believe that would be a year or so out).

Why didn’t Oil ETFs go negative when crude printed at -$37?  Why does liquidity matter?  How do taxes work with ETFs?  These questions and more will be revealed in this high-powered panel webinar.

Join us for insights on the structure of ETFs, market jolts, and, indeed, the future of this large and important market for investors.

When

  • June 23, 2020
  • 3:00 pm – 4:00 pm

Where

Dial-in details will be sent once registration is complete

CAASA’S Virtual Platform

SPEAKERS

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