Our Webcasts

We are pleased to offer at the end of each quarter a recorded presentation analysis of the quarterly portfolio performance and financial valuation metrics. As well we are excited to be able to share our knowledge of the financial industry;  hear first-hand from our experts as they provide distinctive insights about personal wealth management and today’s financial services industry.

Recent Webcasts

Q1 2017

We are pleased to share with you our the quarterly review and commentary of the first quarter of of 2017.

The complete slide presentation is available for download here »

Part 1 Q1-2017
The first video in our series continues to feature a few interesting things that crossed Brent’s desk. This quarter highlights the rapid pace in which technology adoption has increased, the terminal decline of Blackberry, the Keystone pipeline approval and an interesting graphic of the overall size of the global economy.

Part 2 Q1-2017In Part 2 Brent gives a high level synopsis of the markets, focusing on Bonds, Canadian, US and Global equity markets, Oil, and Gold. The start to 2017 was relatively good with foreign markets showing the most strength. The US experienced a strong quarter not only from political impacts (a.k.a. the Trump rally) but also due to pure and simple economic growth. Canada was weaker due to oil price drops and remains volatile while we wait for clarity on interest rate direction.

Part 3 Q1-2017In Part 3, the final video in our series, we describe the Vandermeer Wealth Management portfolio strategy and the performance of our models. Although everyone’s asset allocation is unique, we remain overweight equities and underweight fixed income. Performance was positive for the quarter as a whole. Since the inception of Vandermeer Wealth Management, we have taken less risk than a fully passive exposure to the markets would exhibit and, yet, our returns remain positive and very strong. We continue to recommend that our clients remain invested for the long-term, which will generate greater returns and allow you to achieve your goals.

 


 Archive Webcasts and Seminars

Q4 2016

The complete slide presentation is available for download here »

Part 1 Q4-2016
The first video in our series highlights a few interesting things that crossed Brent’s desk this quarter, including whether there is a new tech bubble forming and a curious analysis of Olympic medals in Rio.

 

Part 2 Q4-2016In Part 2 Brent explains the market movements in the quarter. Global politics (Brexit, elections etc.) were unpredictable to say the least, and market volatility corroborated this. We saw a return of uncorrelated asset pricing, which is encouraging.

 

 

Part 3 Q4-2016The final video in our series describes the Vandermeer Wealth Management portfolio strategy and performance of our models. Diversification has become a very important theme again, and you’ll see how our portfolios are designed to benefit from this.

 


Q3 2016

The first video in our series outlines what happens in an “internet minute” and how fast things move these days.  In Part 2 Brent explains the market activity in the quarter. We saw: strong performance in Canada, continued strength in bonds and we looked ahead at what the US election might bring. The final video in our series describes the Vandermeer Wealth Management portfolio strategy and performance of our models.

The complete slide presentation is available for download here »

Q3-16 Quarterly Review – “Interesting Facts”
Q3-16 “Markets Overview”
Q3-16 Portfolio Strategy & Performance

Q2 2016

The first video in our series is an overall look at current events related to markets and the economy. Brent takes a look at real estate in particular, renting vs. buying and why you should pay down debt while rates are low. In Part 2 Brent explains the market activity in the quarter. Although it was a strong start, it ended with volatility and of course BREXIT. The final video in our series describes the Vandermeer Wealth Management portfolio strategy and performance of our models.

The complete slide presentation is available for download here »

Q2-16 Quarterly Review – “Current Events”
Q2-16 “Markets Overview”
Q2-16 Portfolio Strategy & Performance

Q1 2016

We are pleased to share with you our latest market commentary of the first quarter of 2016. The first video in our series is an overall look at current events related to markets and the economy. In Part 2 we show how the year started off in a bear market but then shifted to a bull market midway through the quarter, much to the surprise of many traders…many of whom were heading for the exits. The final video in our series describes the Vandermeer Wealth Management portfolio strategy and performance of our models. You’ll see how we did quite well during a volatile period of time.

Q1-16 Quarterly Review – “Current Events”
Q1-16 “Markets Overview”
Q1-16 Portfolio Strategy & Performance

Q4-2015 – 3 part series.  The first video in our series is an overall look at the markets in the final quarter of 2015, the second video is the Vandermeer Wealth Trade Summary showing how our downside protection is working and that we are positioned well for recovery.  The final video in our series describes our view of the first quarter of 2016 which is already shaping up to be an incredible one with the market being officially a BEAR market and that it is all about “time IN the market”, not “timing the market”.

Q4-15 Portfolio Overview Webcast
Q4-15 Trade Summary Webcast
2016 Looking Forward Webcast
Q3-15 Portfolio Strategy Review Analysis Webcast
Q2-15 Portfolio Strategy Review Analysis Webcast
Q1-15 Portfolio Strategy Review Analysis Webcast
Vandermeer Wealth Management Asset Allocation Process