Upcoming events

Breakfast Presentation with Dan Janis in Richmond Hill

Speakers:

Dan Janis, Chief Investment Officer, Agile Investment Management LLC

Topics:

Agile Investment Management and their philosophy and process as the new sub-advisor of the IA Clarington Agile Global Total Return Income Fund and IA Clarington Core Plus Bond Fund
The opportunities they are seeing in the global fixed-income markets

Date: February 12, 2025
Time: 9:00 a.m.

Location: Sheraton Parkway Toronto North Hotel & Suites
King City Room
600 Highway 7, Richmond Hill, Ontario, Canada, L4B 1B2

Language: English

Please RSVP to Jesse O'Halloran at jesse.ohalloran@ia.ca (Team: Adam Dodsworth) or Tristan Joyce at tristan.joyce@ia.ca (Team: Imran Malik)

De-Risk or Re-Risk? Active Strategies for 2025 Webinar

Speakers:

  • Dan Janis, Agile Investment Management – Global multi-sector fixed income
  • Dan Bastasic, iA Global Asset Management – Equity income and high-yield bonds
  • Eileen Riley, Loomis, Sayles & Company – Global equities
  • Tej Rai and Alex Bellefleur, iA Global Asset Management – Multi-strategy alternative investments

Topics:

  • Should clients take on more risk or adopt a more cautious stance
  • Explore the areas of the market with the most attractive opportunities in the new year
  • How our portfolio managers are positioning their funds in 2025

Date: February 11, 2025
Time: 1:00 PM – 3:00 PM
Location: Webinar
Language: English

Click here to view the agenda and register.

Lunch Presentation in Markham with Oliver Shao

Speakers:

  • Oliver Shao, CFA, Director, Portfolio Manager, Global Dividend, iA Global Asset Management Inc.

Topics:

  • IA Clarington Global Dividend Fund
  • Insights on identifying companies with competitive advantages and sustainable growth potential

Date: January 30th, 2025
Time: 12:00 p.m.
Location: Ritzy Palace Chinese Cuisine – 7301 Woodbine Ave Markham, ON, L3R 3V7
Language: Mandarin

Please RSVP to Olivia Polera at olivia.polera@ia.ca

Lunch Presentation in Ottawa with Gerry Ronan and Dan Rohinton

Speakers:

  • Gerry Ronan, Senior Vice President, Sales, IA Clarington Investments Inc.
  • Dan Rohinton, Vice-President & Portfolio Manager, Global Dividend, iA Global Asset Management Inc.

Topics:

  • Insight and perspective on the macro and market landscape for 2025
  • Investment strategies to consider for 2025 and beyond
  • IA Clarington Global Dividend Fund
  • Practice management tools.

Date: January 30th, 2025
Time: 12:00 p.m.
Location: Beckta – 150 Elgin St, Ottawa ON, K2P 1L4
Language: English

Please RSVP to Olivia Polera at olivia.polera@ia.ca

Lunch Presentation with Agile Investment Management in Windsor

Speakers:

  • Dan Janis, Chief Investment Officer, Agile Investment Management LLC

Topics:

  • Agile Investment Management and their philosophy and process as the new sub-advisor of the IA Clarington Agile Global Total Return Income Fund and IA Clarington Core Plus Bond Fund
  • The opportunities they are seeing in the global fixed-income markets

Date: January 23, 2025
Time: 12:00 – 1:30 PM
Location: Double Tree Windsor – 333 Riverside Dr W, Windsor, ON N9A 7C5
Language: English

Please email to RSVP:

Lunch Presentation with Agile Investment Management in London

Speakers:

  • Dan Janis, Chief Investment Officer, Agile Investment Management LLC

Topics:

  • Agile Investment Management and their philosophy and process as the new sub-advisor of the IA Clarington Agile Global Total Return Income Fund and IA Clarington Core Plus Bond Fund
  • The opportunities they are seeing in the global fixed-income markets

Date: January 22, 2025
Time: 12:00 – 1:30 PM
Location: The London Club – 177 Queens Ave., London, ON N6A 1J1
Language: English

Please email to RSVP: