Advisor events

Upcoming events

Spring Roadshow: De-Risk or Re-Risk? Active Strategies for 2025

After a banner year in 2024 and a choppy start to the new year, is it time to play defence or up the ante on risk assets? Join us for our Spring roadshow, where you’ll learn:

• How the macroeconomic environment will impact the outlook for the equity and fixed income markets
• Why elevated valuations in AI-related U.S. stocks are a cause for concern and where to look for more risk-conscious exposure
• How President Trump’s America First agenda, particularly with respect to trade, is creating opportunity and risk in the markets
• How alternatives investments can add an extra layer of protection to your client’s portfolios while providing an opportunity for enhance return potential
• Why today’s environment favours an active approach

Portfolio manager presentations will be accompanied by a lunch.

Ontario

Speakers:

• Dan Bastasic, Senior Vice-President, Investments & Portfolio Manager, iA Global Asset Management
• Mathew Hermary, Portfolio Manager, QV Investors Inc.
• Tej Rai, Managing Director, Asset Allocation, iA Global Asset Management
• Jeff Bradacs, Co-Head of Equity Strategies, Head of Portfolio Management & Trading, Picton Mahoney Asset Management
• Phil Mesman, Portfolio Manager, Co-Head of Fixed Income, Picton Mahoney Asset Management
  

Western Canada

Speakers:

• Dan Janis, Chief Investment Officer, Agile Investment Management
• Steven Kim, Portfolio Manager, QV Investors Inc.
• Adam Mushaweh, Vice-President & Investment Director, Growth Equity Strategies, Loomis, Sayles & Company
  

Quebec

Speakers:

• Dan Janis, Chief Investment Officer, Agile Investment Management
• Tej Rai, Managing Director, Asset Allocation, iA Global Asset Management
• Phil Mesman, Portfolio Manager, Co-Head of Fixed Income, Picton Mahoney Asset Management
• Maxime Houde, Senior Director, Portfolio Manager, Thematic Investments, iA Global Asset Management