CE Credits | Various | Nov. 8, 2022

November Webcast Series

Join us for a series of webcasts featuring Wellington Square, Loomis Sayles, Vancity Investment Management and QV Investors. You’ll learn how they’ve been navigating one of the most challenging years on record and how they’re positioning their funds as we approach the new year.

All four webcasts will run from 2:30 p.m. to 3:15 p.m. ET on the dates noted below. To download a calendar invitation, please click the envelope icon next to each session you would like to attend. Please note that the date has changed for the Loomis Sayles webcast. If you previously downloaded the calendar invitation for this event, please download the updated version below. CE credits will be available, pending approval.

  • Nov. 8: Jeff Sujitno, Wellington Square View replay LockIcon
  • Nov. 15: Marc Sheard, Vancity Investment Management View replay LockIcon
  • Nov. 17: Ian Cooke & Richard Fortin,
    QV Investors View replay LockIcon
  • Nov. 22 (new date): Eileen Riley & David Rolley, Loomis Sayles View replay LockIcon
CE Credits | Loomis Sayles | Oct. 6, 2022

Opportunity & Risk in the Global Bond Markets

Watch the replay of our September 28 webcast with Loomis Sayles portfolio managers Brian Kennedy and Elaine Stokes. Brian and Elaine offer their insights on the global fixed-income landscape and discuss the positioning of the IA Clarington Loomis Global Multisector Bond Fund

This webcast is for advisors only. CE credit approval pending. 

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CE Credits | Various | Jun. 21, 2022

Timely Insights from Our Sub-Advisors

Watch the replay or read the session summaries of our CE-eligible event with Loomis, Sayles & Company, QV Investors, Wellington Square, Vancity Investment Management and iA Investment Management.

Summaries:

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CE Credits | Loomis Sayles | May 12, 2022

Advisor Due Diligence with Loomis, Sayles & Company, L.P.

Watch the replay or read the session summaries of our due diligence event with sub-advisor Loomis Sayles. Panels on global equities, global fixed income and U.S. equities offer perspective and insight on the opportunities and risks in today’s volatile investment landscape and explore the key pillars of Loomis Sayles’ alpha-driven approach to long-term wealth creation.

Summaries:

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CE Credits | Vancity Investment Management Ltd. | Mar. 24, 2022

Responsible Investment Opportunities in an Inflationary Environment

Portfolio manager Marc Sheard provides an update on the IA Clarington Inhance SRI Funds and explains how he identifies companies with the potential to outperform during periods of elevated inflation.

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CE Credits | QV Investors Inc. | Feb. 24, 2022

A Long-Term Focus on High-Quality Alpha Opportunities

Portfolio managers Richard Fortin and Mathew Hermary explain how their focus on high-quality, attractively valued businesses can help investors weather the storm of volatility and create strong potential for long-term wealth creation. Recorded February 24th.

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CE Credits | Wellington Square | Jan. 28, 2022

Adding Value Through High-Conviction Fixed-Income Investing

Central banks are poised for a major shift in monetary policy, creating additional complexity within an already challenging environment for fixed-income investors. In this webcast, recorded January 28, Wellington Square portfolio managers Jeff Sujitno and Andrew Khazzam explain how their nimble and flexible approach will enable them to manage risk and seize opportunities in months ahead. 
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CE Credits | Loomis Sayles | Jan. 26, 2022

Uncovering Alpha Opportunities in the Global Equity Markets

Watch the replay of our January 26 webcast with Eileen Riley, Vice-President & Portfolio Manager, Loomis, Sayles & Company, L.P. Eileen explains how she identifies alpha opportunities, where she’s finding them in today’s market, and how she’s positioning her portfolios for the year ahead.

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