Investing Webinars

As Canadian financial advisors have experienced, we face a rapidly evolving investor landscape. Understanding the shifting investor behaviour is crucial to providing value and strengthening relationships. Join us for an exclusive webinar with Morningstar Canada to explore trends and insights from comprehensive industry surveys on Canadian retail investors. You'll discover practical strategies for addressing the DIY investing options and showing your value of advice, overcoming investor biases, meeting evolving regulations, and enhancing client education on risk.By attending the webinar, advisors will be equipped to help their clients understand:• What are the suitable investment options for me?• How does my portfolio align with my comfort around risk?• How can you give me confidence that I'm receiving good advice?Take advantage of this opportunity to refine your approach and stay ahead of the curve. Register today to gain valuable insights and elevate your advisory practice by utilizing data to deliver personalized recommendations based on client-specific risk profiles and goals.Speakers: Ian Tam, Director of Investment Research, Morningstar Canada; Jenny MacMillan Brown, Vice President, Business Development, Morningstar Canada.

Why Attend? Explore how gold and silver can provide long-term stability and tax-free growth in today’s unpredictable markets. ✅Hedge against volatility with gold and silver. ✅Leverage tax-free growth through QOFs and QSBS. ✅Proven stability: gold at 10.5% and silver at 10.7% annual returns. ✅Protect your wealth with timely investments. ✅Enhance security and growth potential through strategic partnerships with Scottsdale Mint. Don’t miss this chance to diversify your portfolio with secure, high-growth opportunities!Disclosure: Investment Advisory Services are offered through Realta Investment Advisors, Inc., a US SEC Registered Investment Advisor, and securities are offered through Realta Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Realta Wealth is a trade name used by Realta Equities, Inc. and its affiliate Realta Investment Advisors, Inc. Securities are offered through Realta Equities, Inc., Member FINRA/SIPC and investment advisory services are offered through Realta Investment Advisors, Inc., co-located at 1201 N. Orange Street, Suite 729, Wilmington, DE 19801. All investments, including gold, carry risk. Potential risks include market volatility, economic factors, and geopolitical events. Transaction costs, taxes, and fees can also impact overall returns. Past performance is not indicative of future results. Before investing, conduct thorough research and consult with a financial advisor to ensure the investment aligns with your goals and risk tolerance.Speakers: Ray DeWitt, President; Josh Phair, CEO of Scottsdale Mint.

2024 is showing signs of recovery for the venture market, with macroeconomics providing more support for valuations in both late and early stages. However, some areas of the market are still pacing below trough 2023 levels, and it is unclear if a full rationalisation has taken place.As various areas of the venture ecosystem emerge as clear winners, our experts are analysing which parts of deals, exits and fundraising are showing resilience and how they could impact the coming months.In this webinar, industry experts and PitchBook analysts will share findings from our upcoming Q3 2024 European Venture Report, sponsored by J.P. Morgan, and provide insights on market trends, IPO windows, and unicorn valuations that should be on every investor's radar.Key topics:• Latest trends for deals, exits, and fundraising activity• The outlook for the European unicorn and IPO markets• Signs of strength and recovery in 2024 deal activity• Limited signs of recovery in VC exits• The state of fundraisingSpeakers: Nalin Patel (Moderator) - Lead Analyst, EMEA Private Capital, PitchBook; Navina Rajan - Senior Analyst, Private Capital Research, PitchBook; Rosh Wijayarathna - Co-Head Innovation Economy, EMEA, JP Morgan; Michael Kleindl - Founder & Managing Partner Collateral Good EU; Olaf Hannemann - Co-Founder & CIO, CV VC AG, Zug/CH.

This webinar series is designed to provide all the information you need to build a portfolio that generates consistent and growing income.We will be running a webinar almost every Tuesday at 6 p.m. Sydney time through 22 October to 19 November 2024.Tuesday 22 October | The case for and against income investingIncome investing remains controversial with some professional investors. We will walk through the arguments for and against income investing and if investors should consider pursuing this strategy. Tuesday 29 October | Building an income portfolioInvestors love dividends but creating an income stream involves more than just picking the highest yielding shares. We will walk through the process to put together a portfolio. Tuesday 12 November | Assessing individual income sharesA step-by-step process for assessing individual shares that can maintain and grow dividends. Tuesday 19 November | Using ETFs to generate incomeThe structure of many dividend ETFs leads to lacklustre or non-existent dividend growth. Learn how to use ETFs as part of an income portfolio.Presented by:Mark LaMonica, Director of Personal Finance, Morningstar Australia.Can't make it to the webinar?All sessions will be recorded and made available on-demand at www.morningstar.com.au. Register to be notified when the recording is available.Duration: 60 minutes

Discover how Solver xFP&A can transform your organization by providing actionable insights and accelerating decision-making. We’ll dive into the meaning and impact of xFP&A, showcase real-life use cases and demonstrate xFP&A’s capabilities with a live demo. Don’t miss this opportunity to learn how Solver Cloud’s Planning, Reporting, Consolidation, and Analysis capabilities can be leveraged beyond the walls of finance and accounting. Topics include:• What xFP&A means for finance and beyond.• Use cases for xFP&A outside of traditional Finance functions.• Best practices and red flags for non-accounting data warehouse configuration.Presenters: Patrick B. Armknecht CPA, CITP – Shareholder, SD Digital, Robert L. Morgan – Senior Manager, SD Digital.About SD Digital: SD Digital helps organizations translate technology to transformative change and realize the best version of themselves. With a forward-thinking cap and digital lens, we empower organizations to realize the art of the possible with the power of digital through business-focused and technology-enabled solutions, built on an unwavering commitment to practicality, speed to market and the user experience. Learn more on our dedicated Schneider Downs Digital page or contact the team directly at contactsd@schneiderdowns.com.

Invest in Australia's First Accredited Cosmetic Clinic.We are pleased to announce the Offer for the IPO of Stormeur Ltd (ASX:STR), parent company of Cosmetique, is now open. Join Jane Morgan, Investor and Media Relations Manager and Vivek Eranki (Chairman) for a Company overview.Stormeur Ltd OverviewOperating as Cosmetique, Australia's first accredited cosmetic clinic, Stormeur Ltd has demonstrated remarkable success, including established a network of 17 clinics across five Australian states, offering high-quality, affordable cosmetic injectable treatments and laser hair removal services.Key Investment Highlights:• Rapidly expanding market: The Australian facial injectable market is projected to grow at a CAGR of 19.3% to reach USD 9.09 billion by 2030.• Proven business model: Cosmetique has provided over 300,000 treatments in the past year alone.• Strong growth strategy: Plans to open 4 new clinics in New South Wales and Victoria within 24 months of listing.• Industry-leading standards: First cosmetic injectables clinic in Australia to achieve NSQPCH accreditation.• Experienced management: Led by founder Dr. Vivek Eranki, with a track record of successful clinic rollouts.Offer closes 5:00pm (AWST) on 14 October 2024.

After a tough 2022 year for stocks and bonds because of record interest rate hikes which impacted markets bearishly, where will markets go from here for the remaining of 2024 and early 2025?What are the potential strategies needed for this pivot in interest rates in addition to the expected changes in global geopolitics and its risk with the change in presidency in the USA?Join us in this webinar "Bond Market Outlook 2H 2024: The Road Ahead for Fixed Income" as we invite Mr Michael Chang, Chief Investment Officer, Fixed Income of RHB Asset Management Sdn Bhd, Malaysia to share with you on the outlook for bond markets in the second half of 2024 given the shift in the US rate action going forward.In this 1-hr webinar, you'll learn:✅ What is the latest development coming from the US Fed who is key in setting global interest rates?✅ What does it mean for investors who will be experiencing this pivot point in interest rates?✅ Learn about bonds as an asset class that is important in a global rate cutting cycle✅ Learn about the benefits of bond investments. Most times, bonds take a back seat in most investors’ mind despite its consistency in returns over a period of time✅ What are main economic indicators that are relevant for bond investments?After the presentation by the speaker, a question and answer session will follow. Seats are limited. Log in to the webinar early to secure yourself a spot!Speakers: Michael Chang Wai Sing - Chief Investment Officer, Fixed Income, RHB Asset Management Sdn Bhd, Malaysia; Shane Choo - Moderator, LifeChamp.

Did you know that with Contracts for Difference (CFD), you can take advantage of declining markets through short selling?Want to learn more about CFDs? Join us online on 29 Aug, Thu, at 6.30pm as we cover the following topics:• Grasp the fundamentals of Contract for Differences (CFDs).• Understand leverage and effective risk management strategies.• Discover the key benefits and costs of trading CFDs with POEMS.Speaker: Daryl Bin - Senior Dealer | Contract for DifferencesDaryl is a securities dealer in the the largest dealing team in Phillip Securities that specialises in Equities, ETFs and CFDs. Prior to joining Phillip Capital, he helped various clients in financial planning in one of the biggest global insurance firm.During his free time, Daryl enjoys exploring trading strategies to generate new investment ideas.

Our upcoming webinar, ABLE to Save with CalABLE, will explore financial literacy with CalABLE. Included in the webinar will be:• CalABLE Basics• Saving and investing with CalABLE• Financial LiteracyThe webinar will conclude with a Q&A session to give participants an opportunity to ask additional questions. If you are new to CalABLE and would like to explore the basics of the program, please visit our YouTube channel for replays of some of our earlier webinars that discuss the fundamentals of CalABLE.

Join us for an upcoming presentation about Alumni Ventures’ Foundation Fund. The discussion will be led by Chief Investment Officer Mark Edwards and Deputy CIO Andy Ervin.During the session, we will discuss:• The goal and structure of the fund• The value of the Alumni Ventures' model• The benefits of diversifying into venture capital• The minimum requirements needed to invest in the fundAbout your presenters:Mark D. Edwards, Chief Investment OfficerMark Edwards is the Chief Investment Officer at Alumni Ventures. A seasoned private equity executive who was an early investor in AV, Mark has served on the investment committees of Green D Ventures and Spike Ventures since inception. Mark has over 20 years of direct investing experience, having served in leadership roles at Five Peaks Capital Management, JLL Partners (~$4B of capital under management), and DLJ Merchant Banking Partners (~$10B of capital under management). He holds an AB with honors from Stanford University and an MBA with distinction from Tuck (Tuck Scholar).Andy Ervin, Deputy Chief Investment OfficerAndy is Deputy Chief Investment Officer at Alumni Ventures, where he supports investment operations, analytics, and portfolio management. Previously, Andy held several executive roles at a VC-backed start-up in Boston called MiniLuxe, where he led finance and operations during a period of significant growth. Andy was also a consultant at The Parthenon Group and began his career as an actuary at the Liberty Mutual Group. Andy holds a bachelor’s degree from Penn State University and an MBA from the Tuck School of Business at Dartmouth.Note: You must be accredited to invest in venture capital. Important disclosure information can be found at av-funds.com/disclosures.