The case for cash may have seemed compelling a year ago, but investors who piled into GICs left a lot on the table as markets clawed their way back from the rout of 2022. As we move further into 2024, clients with dry powder may still be tempted by elevated interest rates and eager to lock in now that central banks have signaled that cuts could be coming this year.

We believe cash continues to fall short as a way of building wealth for the long term, and we're bringing together some of the best minds in the business to make the case for why. Our half-day webinar will feature proven portfolio managers sharing their insights on the compelling opportunities they’re seeing across the entire asset class and geographic spectrum. We'll also be joined by special guest Michael Kitces, one of North America’s top advisor coaches, for a keynote presentation on best practices in advisor marketing.

Dealer Use Only

All performance and percentile data in session descriptions refer to Series F and are sourced from Morningstar.

Wellington Square refers to Wellington Square Capital Partners Inc. (sub-advisor) and Wellington Square Advisors Inc. (sub-sub advisor).

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