Advisor events
Upcoming events
iA Clarington Women’s Educational Forum
Speakers:
- Noelle Corum, CFA, Portfolio Manager, Agile Investment Management
- Pamela Czekanski, CFA, Vice-President & Strategic Relationship Manager, Loomis, Sayles & Company
- Dan Rohinton, Vice-President & Portfolio Manager, Global Dividend, iA Global Asset Management
- Carol Bezaire, CFP, TEP, Tax, Estate, Disability & Philanthropy Expert
Date: June 11-12, 2025
Location: Queen’s Landing, Niagara-on-the-Lake, ON
Language: English
Registration Link: to be provided
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 6th, 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