Keynote Speaker, CFA, CMT, CTA
Larry Berman is a Co-Founder of ETF Capital Management, (www.etfcm.com) and the Independent Investor Institute “i3”, (www.educatedtrader.com).Over his 25 year career, Larry has worked for numerous top firms in New York, Boston, and Toronto. Prior to founding ETFCM (2006) and i3 (2011), he was Chief Technical Strategist and Managing Director for CIBC World Markets for nearly a decade where he was ranked as one of Canada’s “Top 3 Analysts” according to Brendan Wood institutional investor surveys. Larry is a Chartered Market Technician (CMT), a Chartered Financial Analyst (CFA) charter holder, and is a US registered Commodity Trading Advisor (CTA). Larry graduated from York University with a BA in Economics and lectures on behavioural finance and technical analysis at colleges and universities. Larry is the primary author of the textbook for the technical analysis course offered by the Canadian Securities Institute (CSI). He is past President of the Canadian Society of Technical Analysts (www.csta.org), past Vice-Chairman (Americas) of the International Federation of Technical Analysts (www.ifta.org), and past President of the Market Technicians Association – where he currently sits on the board of the educational foundation (www.mtaef.org). Larry’s opinions frequently appear in the media, and he is featured weekly on BNN’s Berman’s Call.
Keynote Presentation:
In past tours, Larry Berman has discussed the need to diversify away from Canadian markets, and to be ready for increased market volatility. Now that we’ve had some correction in equity markets, what should investors do now to grow their money and still be able to sleep soundly at night, with less money anxiety? Is a recovery on the horizon for Canada and its critical energy sector?
Join Larry for his latest talk as we “drill down” into the economics of the global oil industry – with ideas to benefit from a recovery using Exchange Traded Funds (ETFs). Will China rise again to be the global force it once was? Are religious wars in the Middle-East a catalyst? Does it matter who the next US President will be, and how will all this impact Canadians’ investment portfolios?
Interest rates affect so many aspects of investment and the economy – and in recent years their impact has increased tenfold because of the amount of debt in the system. From the bond market which investors have traditionally looked to for income in retirement, to the fate of the housing market, and the value of the Canadian Dollar, monetary policy will continue to be a major focus in coming years. We will explain how this is likely to affect you. Is the interest rate super-cycle over or will we see decades of low rates?
We’ll show you how investors can still thrive in this low rate era – taking a look not just at the risks, but also the opportunities and bright spots for growth. Larry will speak to some of the longer term growth opportunities in areas such as biotech, and healthcare. Finally, we’ll take you behind the scenes of the investment industry to evaluate the REAL costs of investing (it’s far more than just “fees”), and look at how you can help minimize those costs.