Webinars

TriDelta Financial Webinar: What key opportunities are we acting on today – April 6, 2020

We will discuss:

  • Is the market bottom behind us?
  • A great stock to own today
  • A great preferred share to own today
  • Opportunities Private Debt managers see in this market
  • A rare opportunity today for those with a Defined Benefit pension

Hear from:

Alternative Income Update: Lorne Zeiler, CFA, MBA, SVP, Portfolio Manager
New Opportunities for Bridging Income in tighter lending markets: David Sharpe, LLB, LLM, MBA, CEO, Bridging Finance Inc.
Stock Market Update: Cam Winser, CFA, SVP, Equities
Bond and Credit Update: Paul Simon, CFA, VP, Fixed Income
Pension and Borrowing Opportunities Ted Rechtshaffen, CFP, CIM, MBA, President and CEO

TriDelta Financial Webinar: State of the Investment Markets Today – March 23, 2020

We will discuss:

  • How investments have been performing
  • Update on our view forward
  • Examples of investments for the long term
  • Q and A opportunity

Hear from:

Alternative Income Update: Lorne Zeiler, CFA, MBA, SVP, Portfolio Manager
Stock Market Update: Cam Winser, CFA, SVP, Equities
Bond and Credit Update: Paul Simon, CFA, VP, Fixed Income
Update on RRIF and Tax changes from Government: Ted Rechtshaffen, CFP, CIM, MBA, President and CEO

TriDelta Financial Webinar: Alternative Investments and The New TriDelta Alternative Performance Fund – November 28, 2019

This webinar included two of the top CEO’s in the Canadian Alternative Investment Industry – David Sharpe, CEO, Bridging Finance and Allison Taylor, CEO and Portfolio Manager, Invico Capital Corporation.

It was hosted by Ted Rechtshaffen, President and CEO, TriDelta Financial.

Topics included:

  • Why wealthy Canadians are increasingly investing in Alternative Investments.
  • About top Alternative Investment strategies.
  • About TriDelta’s new Alternative Performance Fund launching in January.
  • Why these investments are not meaningfully correlated to stock markets and are a great portfolio diversifier.
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