Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
In this session, Chris White, CFA, explores how investors can navigate today’s complex markets by analyzing historical data, global trends, and policy shifts. He demonstrates how unexpected shocks - such as rate changes, geopolitical risks, or other economic shifts – can create near-term risks but long-term opportunities. Attendees will learn how to separate signal from noise, view volatility as an advantage, and adopt the mindset that while pessimists may sound smart, optimists build lasting wealth.
Key Takeaways
Upon completion of this seminar, learners will understand the following:
- Uncertainty, volatility, and complexity are features of markets – not flaws. Investors can embrace them as sources of opportunity rather than risk alone.
- Volatility creates entry points. Historical data shows that VIX spikes are often associated with strong forward returns on average.
- Signal vs. noise matters. Investors need to distinguish between financial headlines and meaningful data, filtering short-term noise from actionable long-term signals.
- Extreme sentiment often signals turning points. Fear, weak breadth, low investor exposure, or investor pessimism historically set the stage for strong forward returns.
- Great compounders rarely look “safe”. The best long-term wealth builders often carry premium valuations, lower dividend yields, and higher volatility, while “safe” low P/E, high-yield stocks can underperform.
- Optimism compounds wealth. While pessimists may sound smart in uncertain times, history shows that disciplined, opportunity-focused investors tend to build lasting wealth.
Who Will Benefit
All CPAs wishing to take control of their investments to increase their returns and manage their personal finances in uncertain and volatile times.
Disclaimer
Specific investment recommendations are not given during this course and should only be provided based on individual assessments by a licensed investment expert.
The views expressed in the course are non-authoritative and have not been formally endorsed by CPA Ontario and do not reflect the views of CPA Ontario. The information included in the course if for general information purposes only.
CPA Ontario, the presenters and the authors do not accept any responsibility or liability that might occur directly or indirectly as a consequence of the use or application of or reliance on this material.
How to Access the Course
This course is a live webinar. You must attend the live course to receive verifiable CPD hours. We recommend you join five minutes prior to the scheduled starting time. To get the full experience of this interactive course, use a computer that has video and microphone capabilities.
If available, course materials can be accessed 2 business days prior to the course and should be downloaded in advance.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Chris White is a CFA charterholder and an investment analyst with 5i Research. He is well-versed and passionate about the cryptocurrency space and has conducted research and analysis on cryptocurrencies. Mr. White has written articles about NFTs, bitcoin, ethereum, and the broader cryptocurrency ecosystem. He has held several analytical roles within the insurance and banking sectors, including corporate finance and commercial banking. An avid cryptocurrency and financials market enthusiast, Mr. White thoroughly enjoys the analytical process from start to finish.