Upcoming events

Event Date: April 9, 2024

Time: 1:00 – 4:00 p.m. ET

Cash Isn’t King

Active Insights for Long-Term Wealth Creation

Virtual Advisor Due Diligence with Loomis, Sayles & Company, Wellington Square, and iA Global Asset Management

Speakers:

  • Dan Bastasic, Senior Vice-President, Investments & Portfolio Manager, iA Global Asset Management
  • Dan Rohinton, Vice-President & Portfolio Manager, Global Dividend, iA Global Asset Management
  • Jeff Sujitno, Portfolio Manager, Wellington Square
  • Adam Mushaweh, Vice-President & Investment Director, Growth Equity Strategies, Loomis, Sayles & Company
  • Eileen Riley, Vice-President & Portfolio Manager, Loomis, Sayles & Company
  • Catherine Milum, President & Chief Executive Officer, iA Clarington Investments
  • Peter McDougall, Senior Vice-President, Sales, Western & Atlantic Canada, iA Clarington Investments
  • Gerry Ronan, Senior Vice-President, Sales, Ontario & Quebec, iA Clarington Investments
  • Michael Kitces, Chief Financial Planning Nerd at Kitces.com

Language: English

Register: https://ia.swoogo.com/cashisntking/

Event Date: May 9, 2024

Loomis Unplugged

In-person events with Loomis, Sayles & Company’s Gretchen Amidon and Pamela Czekanski. The team will offer their insights on the global equity and fixed-income markets.

SAINT-LAMBERT, QC

  • Breakfast (8:30 AM – 10:00 AM) at Country Club Montreal

MONTREAL, QC

  • Lunch (12:00 PM – 1:30 PM) at Ritz-Carlton Montreal (Oval Room)

WEST ISLAND, QC

  • Dinner (4:00 PM – 6:00 PM) at 40 Westt

Speakers:

  • Gretchen Amidon, CFA. Vice-president of Loomis Sayles and Global Equities Investment Director, Loomis, Sayles & Company.
  • Pamela Czekanski, CFA. Strategic Relationships Manager, Loomis, Sayles & Company.

Language: English

RSVP Details: RSVP by May 8th, 2024 to Inès Flageul at Ines.Flageul@iaclarington.com or register here.

Save the Date: September 12, 2024

Event: Loomis, Sayles & Company Advisor Due Diligence Event at the Loomis Sayles office in Boston

Language: English

More details to follow

Pending Dealer Compliance Approval