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 :

or

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

Click here to register

Agile Dinner Presentation in Halifax, NS

Speakers:

  • Dan Janis, Chief Investment Officer, Agile Investment Management LLC
  • Noelle Corum, CFA, Portfolio Manager, Agile Investment Management LLC

Topic: IA Clarington Agile Global Total Return Income Fund and IA Clarington Core Plus Bond Fund

Date: Wednesday, May 28th, 2025
Time: 6:00 p.m. (AST)
Location: The Mercantile Social, 1579 Hollis St, Halifax, NS B3J 1V3
Language: English

Please RSVP to Jesse OHalloran at Jesse.OHalloran@ia.ca

Agile Dinner Presentation in Dieppe, NB

Speakers:

  • Dan Janis, Chief Investment Officer, Agile Investment Management LLC
  • Noelle Corum, CFA, Portfolio Manager, Agile Investment Management LLC

Topic: IA Clarington Agile Global Total Return Income Fund and IA Clarington Core Plus Bond Fund

Date: Tuesday, May 27th, 2025
Time: 6:00 p.m. (AST)
Location: Boulevard Kitchen & Bar, 200 Golf St, Dieppe, NB E1A 8J6
Language: English

Please RSVP to Jesse OHalloran at Jesse.OHalloran@ia.ca

Agile Lunch Presentation in Fredericton, NB

Speakers:

  • Dan Janis, Chief Investment Officer, Agile Investment Management LLC
  • Noelle Corum, CFA, Portfolio Manager, Agile Investment Management LLC

Topic: IA Clarington Agile Global Total Return Income Fund and IA Clarington Core Plus Bond Fund

Date: Tuesday, May 27th, 2025
Time: 12:00 p.m. (AST)
Location: Delta Hotels Fredericton, 225 Woodstock Rd, Fredericton, NB E3B 2H8
Language: English

Please RSVP to Jesse OHalloran at Jesse.OHalloran@ia.ca

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