Larry Berman
CFA, CMT, CTA
Larry Berman is a Co-Founder of ETF Capital Management, (www.etfcm.com) and Prosper Experiential Media, (www.prosperexperiential.com). Over his 25 year career, Larry has worked for numerous top firms in New York, Boston, and Toronto. Prior to founding ETFCM (2006), 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.
Personalizing Your Portfolio
“Personal finance…is more personal than it is finance.” – Tim Maurer
Understanding key themes in your decision-making process can go a long way toward producing better investment returns. In this continuation of the Fall 2017 topic about the behavioral science of successful (and not so successful) investing, Larry Berman will show you how he personalizes portfolios based on the investor personalities of his clients. Larry will lead the audience through an exercise to build portfolios tailored to the 4-key behavioral finance profiles – helping to determine which type of portfolio best suits your investor personality. While designing these investment strategies, he will examine the strengths and weakness of each behavioral finance profile, and Larry will show you how to use ETFs to build a more successful investment strategy for your particular personality type.
Navigating the economic cycle in a turbulent world.
In just under a year the current bull market – which began in 2009 out of the depths of the financial crisis – will become the longest in history. But as the saying goes bull markets don’t die of old age. At the same time, no bull market has ever celebrated its 10th birthday.
Join Larry as he looks at areas of risk and opportunity in the global financial markets. This talk will help you make sense of what’s moving markets including interest rates, corporate earnings, block-chain technology, marijuana investing, and of course tweet-happy politicians. Larry’s presentation will also feature interactive surveys, audience polling, and a market update based on attendee participation.
- Winnipeg, Manitoba
Wednesday, February 28, 2018 | 6:30pm – 9:00pm - Saskatoon, Saskatchewan
Thursday, March 1, 2018 | 6:30pm – 9:00pm - Kitchener, Ontario
Tuesday, March 6, 2018 | 6:30pm – 9:00pm - Woodbridge, Ontario
Thursday, March 8, 2018 | 6:30pm – 9:00pm - Laval/Montreal, Quebec
Wednesday, March 21, 2018 | 6:30pm – 9:00pm - Ottawa, Ontario
Sunday, March 25, 2018 | 1:30pm – 5:00pm - St Catharines/Niagara, Ontario
Wednesday, March 28, 2018 | 6:30pm – 9:00pm - London, Ontario
Tuesday, April 10, 2018 | 6:30pm – 9:00pm - Vancouver, British Columbia
Sunday, April 15, 2018 | 12:30pm – 4:00pm - Victoria, British Columbia
Tuesday, April 17, 2018 | 6:30pm – 9:00pm - Kelowna, British Columbia
Wednesday, April 18, 2018 | 6:30pm – 9:00pm - Markham, Ontario
Saturday, April 21, 2018 | 12:30pm – 4:00pm - Edmonton, Alberta
Thursday, April 26, 2018 | 6:30pm – 9:00pm - Calgary, Alberta
Saturday, April 28, 2018 | 12:30pm – 4:00pm - Halifax, Nova Scotia
Tuesday, May 1, 2018 | 6:30pm – 9:00pm - Moncton, New Brunswick
Wednesday, May 2, 2018 | 6:30pm – 9:00pm