FINALE: Breadth of Experience: The Sunshine After the Rain - A Second Quarter Equity Roundtable Part Three

What if financial independence meant working differently, rather than stopping work altogether? Isabela Sagan and Ben Gossack explore Barista FIRE, a strategy that combines invested savings with part-time income to create greater flexibility. They discuss how ETFs and diversification can fit into the picture, why plans need room for the unexpected, and how saving early can help create more choices later in life.

How resilient have private markets been through today's challenging environment? Justin Flowerday and Colin Lynch discuss the role of liquidity, investor alignment, and long-term value creation, while exploring opportunities across real estate, infrastructure, and the growing demand for power, digital connectivity, and essential assets.

Artificial intelligence is transforming how portfolios are researched, built, and managed, but human expertise remains essential. Join Julien Palardy, Head of Quantitative Investing, Laurie-Anne Davison, Head of Passive Investing, and Samuel Carrière, Client Portfolio Management, as they discuss AI's impact on investing, market concentration, portfolio construction, and why human judgment continues to matter.

Fixed income is back in focus, but the investment landscape looks very different than it did just a few years ago. Join Benjamin Chim and Sayada Nabi as they discuss what higher yields mean for investors, where they're seeing opportunities across fixed income markets, and how different bond strategies can help investors align their portfolios with their goals.

Are high-yield dividend ETFs always the best investment? Join Isabela Sagan and Linda Otamendi as they break down dividend income, yield, total return and the common pitfalls investors should avoid when evaluating dividend ETFs.