Advisor events

Upcoming events

Portfolio Manager Meeting – Halifax

Speakers:

• Dan Bastasic – Senior Vice-President, Investments & Portfolio Manager, iA Global Asset Management
• Dan Janis – Chief Investment Officer, Agile Investment Management
• Adam Mushaweh – Vice-President & Investment Director, Growth Equity Strategies, Loomis, Sayles & Company
• Mathew Hermary – Portfolio Manager, QV Investors

The event will also include a panel on alternative investments that will feature experts from Blue Owl, Partners Group, Picton Mahoney and RPIA.

Topic: Insights on the equity and fixed income landscape

Date: September 10-11, 2025

Location: Halifax Marriott Harbourfront Hotel, 1919 Upper Water St, Halifax, NS

Language: English

Lunch and dinner will be provided on September 10; lunch will be provided on September 11.

Please RSVP to :

• Sarah Novak at Sarah.Novak@ia.ca (Team: Ryan Stewart)

or

• Shaun Robertson at Shaun.Robertson@ia.ca (Team: Luc Laverdiere)

Agile Lunch Presentation with Noelle Corum in Toronto

Speaker: Noelle Corum, CFA, Portfolio Manager, Agile Investment Management LLC

Topic: IA Clarington Agile Global Total Return Income Fund

Date: May 6^th, 2025
Time: 12:00 p.m.
Location: Black + Blue, 130 King St W, Toronto ON, M5X 2A2

Language: English

Please RSVP to Geoff Aselstine at geoff.aselstine@ia.ca

Lunch Presentation with Raffaello Distefano in Toronto

Speaker:           Raffaello Distefano
                           CFA, Investment Director, Global Fixed Income & Global Equity Opportunities
                           Loomis, Sayles & Company, L.P.

Topic:                IA Clarington Loomis U.S. All Cap Growth Fund

Date:                 April 29, 2025
Time:                12:00 p.m.
Location:          Black + Blue
                          130 King St W, Toronto ON, M5X 2A2

Language:        English

Please RSVP to Geoff Aselstine at geoff.aselstine@ia.ca

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
  
• Phil Mesman, Portfolio Manager, Co-Head of Fixed Income, Picton Mahoney Asset Management
  

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