Upcoming events

2025 Ontario Due Diligence

Speakers:

  • Dan Janis, Chief Investment Officer, Agile Investment Management
  • Noelle Corum, Portfolio Manager, Agile Investment Management
  • Eileen Riley, Portfolio Manager, Loomis, Sayles & Company
  • Alex Bellefleur, Senior Vice-President, Head of Research, Asset Allocation, iA Global Asset Management
  • Steven Kim, Vice-President and Portfolio Manager, QV Investors
  • Dan Bastasic, Senior Vice-President, Investments & Portfolio Manager, iA Global Asset Management

Topics: Current macro and market environment and insight on:

  • Investment implications of U.S. trade policy
  • Areas of opportunity in Canadian and global equities and fixed income
  • The role of alternative investments in a well-constructed portfolio

Date: October 1–2, 2025

Location: Pearle Hotel & Spa, 3 Elizabeth St, Burlington, Ontario, L7R 0G3

Language: English

Registration Link: to be provided

In accordance with NI 81-105, dealer representatives are responsible for their own travel, accommodation, and personal incidental expenses associated with their attendance at the event.

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