A Seat at the Table: Strategies for Attracting Affluent Investors
June 1, 2022
Attracting high net worth investors is a mainstay of many advisors’ business plans. Join members from both sides of the CI Advisor Consulting Team, Practice Management and Tax Retirement & Estate Planning (TREP), for the first of our two-part series of presentations which will help you earn a seat at the table with wealthier prospects.
Join experts in alternative fixed income strategies, Paul Sandhu and Roberto Katigbak from Marret Asset Management. They will lead a discussion on CI Alternative Diversified Opportunities Fund, a liquid alternative with the flexibility to enhance and diversify returns across traditional fixed income funds.
Generate yield and manage risk with CI Covered Call ETFs
June 22, 2022
In this environment of extreme market volatility, covered call strategies may lower downside risk while generating additional yield. George Lagoudakis (Portfolio Manager, CI Global Asset Management) and Nirujan Kanagasingam (VP, Head of ETF Strategy) share their insights on the many benefits of covered calls.
CI GAM’s CE Portal is a self-serving platform that makes it easier for you to earn continuing education (CE) credits with access to relevant, timely content that is available on-demand and at your convenience. The CE Portal allows you to manage all your CE credit certificates issued from CI Global Asset Management all in one place, from virtual to in-person presentations.