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)
Webcasts | iA Global Asset Management | Mar. 18, 2024

An Update on the IA Clarington Global Dividend Fund

Dan Rohinton discusses performance and positioning on the 1-year anniversary of the fund and explains why his approach to dividend investing is unique. Recorded February 15.
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Webcasts | QV Investors | Feb. 23, 2024

An Update on the IA Clarington Canadian Small Cap Fund

Steven Kim discusses performance highlights, two standout holdings, fund positioning, and his outlook for the Canadian equity market. Recorded February 1.

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Webcasts | iA Global Asset Management | Feb. 6, 2024

An Update on the IA Clarington Strategic Funds

Dan Bastasic provides an update on his outlook for the economy and explains where he’s finding attractive opportunities in the equity and fixed-income markets. Recorded January 16.

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Webcasts | Loomis Sayles | Jan. 29, 2024

An Update on the IA Clarington Loomis Global Allocation Fund

Portfolio manager Lee Rosenbaum discusses performance, positioning and key fund metrics and holdings. Recorded January 9.

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Webcasts | Loomis Sayles | Jan. 17, 2024

An Update on the IA Clarington Loomis U.S. All Cap Growth Fund

Adam Mushaweh discusses recent performance and explains why he believes the fund is well positioned to capture alpha potential in the new year. Recorded December 20, 2023.

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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)