CE Webinar Blitz: Is Risk Parity a Ticking Timebomb?
Do Valuations Even Matter Anymore?

Only Six Months Left in IIROC CE Cycle 6…Make Them Count!

Continuing Education with the Masters of Asset Allocation

On the heels of our IIROC-approved “Masterclass in Global Tactical Asset Allocation,” ReSolve is thrilled to launch our 2017 IIROC/FPSC approved webinar series, “Pioneers in Asset Allocation”.  In partnership with AdvisorAnalyst.com, we’re bringing you some of the brightest minds in asset allocation, including Meb Faber (Cambria Investments), Larry Swedroe (The BAM Alliance), Corey Hoffstein (Newfound Research), Jack Vogel (Alpha Architect), and others.  All our courses are free and qualify for IIROC and FPSC continuing education credit.

Our webinars are restricted in size, so register now to guarantee your spot.

Learn how to Position Your Clients – and Your Practice – to Dominate in the Tumultuous Years Ahead.

Market dissonance (and a shrinking CE credit window) means that now is a great time to prepare portfolios for an uncertain future.  And as it happens, two of the hottest investment debates of 2017 happen to center on varieties of global asset allocation.

Remember – you earn CE credits for joining us.  With the end of IIROC CE Cycle 6 approaching, now is the time to up your asset allocation game. 

Risk Parity: A Long-Term Perspective
Presented by: ReSolve Asset Management
June 8, 2017 @ 2:00 EST

In this session, you will learn:

  • Why, despite recent successes, traditional portfolios are more vulnerable than they’ve been in a generation;
  • How Risk Parity actually works, versus how people think it works;
  • How a Global Risk Parity strategy compares against other popular portfolios over 90 years of market history;
  • Why a Global Risk Parity strategy is the perfect way to make sure your clients can reach their financial goals, no matter what the future has in store.

What are Global Stock Market Valuations Saying?
Presented by: Meb Faber, Cambria Investments
June 20, 2017 @ 2:00 EST

In this session, discover:

  • How to identify when you’re making one of the most common mistakes in markets;
  • Why most valuation models for stocks and bonds are sending a perilous message about prospective returns over the next decade or more;
  • Why now is the perfect time for global diversification;
  • How thoughtful asset allocation techniques can maximize returns, manage downside shocks, and provide positive returns even during periods like the Tech and Housing Bubbles.

Disclaimer

Confidential and proprietary information. The contents hereof may not be reproduced or disseminated without the express written permission of ReSolve Asset Management Inc. (“ReSolve”). ReSolve is registered as an investment fund manager in Ontario and Newfoundland and Labrador, and as a portfolio manager and exempt market dealer in Ontario, Alberta, British Columbia and Newfoundland and Labrador.
These materials do not purport to be exhaustive and although the particulars contained herein were obtained from sources ReSolve believes are reliable, ReSolve does not guarantee their accuracy or completeness. The contents hereof does not constitute an offer to sell or a solicitation of interest to purchase any securities or investment advisory services in any jurisdiction in which such offer or solicitation is not authorized.

Forward-Looking Information. The contents hereof may contain “forward-looking information” within the meaning of the Securities Act (Ontario) and equivalent legislation in other provinces and territories. Because such forward-looking information involves risks and uncertainties, actual performance results may differ materially from any expectations, projections or predictions made or implicated in such forward-looking information. Prospective investors are therefore cautioned not to place undue reliance on such forward-looking statements. In addition, in considering any prior performance information contained herein, prospective investors should bear in mind that past results are not necessarily indicative of future results, and there can be no assurance that results comparable to those discussed herein will be achieved. The contents hereof speaks as of the date hereof and neither ReSolve nor any affiliate or representative thereof assumes any obligation to provide subsequent revisions or updates to any historical or forward-looking information contained herein to reflect the occurrence of events and/or changes in circumstances after the date hereof.

General information regarding returns. Performance data prior to August, 2015 reflects the performance of accounts managed by Dundee Securities Ltd., which used the same investment decision makers, processes, objectives and strategies as ReSolve has used since it became registered and commenced operations in August, 2015. Records that document and support this past performance are available upon request. Performance is expressed in CAD, net of applicable management fees. Indicated returns of one year or more are annualized. Past performance is not indicative of future performance.

General information regarding the use of benchmarks. The indices listed have been selected for purposes of comparing performance with widely-known, broad-based benchmarks. Performance may or may not correlate to any of these indices and should not be considered as a proxy for any of these indices. The S&P/TSX Composite Index (Net TR) (“S&P TSX TR”) is the headline index and the principal broad market measure for the Canadian equity markets. The Standard & Poor’s 500 Composite Stock Price Index (“S&P 500”) is a capitalization-weighted index of 500 stocks intended to be a representative sample of leading companies in leading industries within the U.S. economy.

General information regarding hypothetical performance and simulated results. These results are based on simulated or hypothetical performance results that have certain inherent limitations. Unlike the results in an actual performance record, these results do not represent actual trading. Also, because these trades have not actually been executed, these results may have under- or over-compensated for the impact, if any, of certain market factors, such as lack of liquidity. Simulated or hypothetical trading programs in general are also subject to the fact that they are designed with the benefit of hindsight. No representation is being made that any account or fund managed by ReSolve will or is likely to achieve profits or losses similar to those being shown. The results do not include other costs of managing a portfolio (such as custodial fees, legal, auditing, administrative or other professional fees). The contents hereof has not been reviewed or audited by an independent accountant or other independent testing firm. More detailed information regarding the manner in which the charts were calculated is available on request. Any actual fund or account that ReSolve manages will invest in different economic conditions, during periods with different volatility and in different securities than those incorporated in the hypothetical performance charts shown. There is no representation that any fund or account will perform as the hypothetical or other performance charts indicate.

General information regarding the simulation process. The systematic model used historical price data from Exchange Traded Funds (“ETFs”) representing the underlying asset classes in which it trades. Where ETF data was not available in earlier years, direct market data was used to create the trading signals. The hypothetical results shown are based on extensive models and calculations that are available for any potential investor to review before making a decision to invest.