Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
This course provides a structured, repeatable approach to evaluating market conditions, helping investors identify where we are in the market cycle, spot emerging risks before they become consensus, and find sectors with asymmetric upside potential. I draw on analytical frameworks used in professional research. Attendees will leave with practical tools they can apply to their own portfolio decision-making.
Note: Registration for this seminar closes October 21, 2026 at 3:00 p.m. (EDT).
Key Takeaways
- How to assess current market cycle positioning using leading indicators
- Frameworks for identifying sector rotation and where opportunity is building
- Early warning signals for market risk before they appear in the headlines
- How to evaluate asymmetric risk/reward setups across asset classes
- How macro factors, interest rates, trade policy, and earnings trends feed into a unified market vie
Who Will Benefit
How to Access the Course
This course is delivered as a live webinar. To receive verifiable CPD hours, you must attend the session live. We recommend joining at least 5 minutes before the scheduled start time. For the best interactive experience, please use a computer equipped with a camera and microphone.
A reminder email with the Zoom link and course details will be sent two business days before the session. If you do not receive it, please check your spam or junk folder.
The same information, including any available materials, will also be posted in advance on our Blackboard LMS.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Chris White is Head of Research at 5i Research, leading equity and macroeconomic coverage for a community of Canadian self-directed investors. Chris is a CFA Charterholder with a background in investment analysis, corporate finance, and commercial banking. He translates complex financial data into actionable insights and helps investors understand the intricacies of the market through data-backed research. A regular guest on BNN Bloomberg, he has also appeared on CBC Radio, the Build Wealth Canada Podcast, and the MoneyShow.