CE Credits | Webcasts | Various | Apr. 16, 2024

Cash Isn’t King: Active Insights for Long-Term Wealth Creation

Do you have clients who are still tempted to put their dry powder in GICs? Watch the replay of our recent webinar, held April 9, to hear some of the best minds in the business explain why they think cash can’t compete with an actively managed, diversified portfolio of equities and bonds. Please note the replay videos are for advisors only, while the portfolio manager session summaries are approved for investor use.

  • Investing for Income Across the Capital Structure
    Dan Bastasic, iA Global Asset Management
    Summary
  • Opportunities in Non-Traditional Fixed Income
    Jeff Sujitno, Wellington Square
    Summary
  • Doing Dividends Differently
    Dan Rohinton, iA Global Asset Management
    Summary
  • Investing for Alpha in the U.S. Equity Market
    Adam Mushaweh, Loomis, Sayles & Company
    Summary
  • Driving Outperformance in the Global Equity & Fixed-Income Markets
    Eileen Riley, Loomis, Sayles & Company
    Summary
  • Keynote: Rethinking Advisor Marketing to Generate More Scalable Growth
    Michael Kitces, Kitces.com
    Summary
View replay CE credit (pending approval)
CE Credits | Videos | Webcasts | Various | Nov. 20, 2023

Cash Isn’t King: Active Insights for Long-Term Wealth Creation

Our recent webinar took a deep dive into the question that’s on everyone’s mind: with interest rates so high, are cash instruments sufficient for building wealth for the long term? Watch the session replays or read the summaries to learn why our portfolio managers believe the answer is no and why today, as much as ever, investment success requires an active approach that leverages the full spectrum of asset class and regional opportunities. The event also included an insightful and engaging keynote presentation on advisory industry trends by Michael Kitces, one of North America’s leading advisor coaches.

  • Standing Apart: Investing with Conviction for the Long Term
    Adam Mushaweh, Loomis, Sayles & Company
    Video | Summary
  • Quality Counts: Why Canadian Small Caps Are Still Compelling
    Steven Kim, QV Investors
    Video | Summary
  • Income-Focused Investing: An All-Weather Formula for the Long Term
    Dan Bastasic & Dan Rohinton, iA Global Asset Management
    Video | Summary
  • Thinking Outside the Style Box: Global Opportunities for Long-Term Wealth Creation
    Eileen Riley, Loomis, Sayles & Company
    Video | Summary
  • Keynote: Five Industry Trends Reshaping Financial Advice
    Michael Kitces, Kitces.com
    Video | Summary
View replay CE credit (pending approval)
CE Credits | Webcasts | Wellington Square | Jul. 26, 2023

Update on Core Plus & Floating Rate Income

Jeff Sujitno, Portfolio Manager, Wellington Square, discusses his outlook for fixed income and provides an update on performance and positioning of the IA Clarington Core Plus Bond Fund and IA Clarington Floating Rate Income Fund.

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CE Credits | Webcasts | iA Global Asset Management | Jun. 28, 2023

Update on the IA Clarington Strategic Funds

Portfolio manager Dan Bastasic provides an update on his macro and market outlook and discusses performance and positioning for the IA Clarington Strategic Funds.

CE Credit

Watch replay Read summary CE credit (pending approval)