Advisor events
Upcoming events
Event Date: April 9, 2024
Time: 1:00 – 4:00 p.m. ET
Cash Isn’t King
Active Insights for Long-Term Wealth Creation
Virtual Advisor Due Diligence with Loomis, Sayles & Company, Wellington Square, and iA Global Asset Management
Speakers:
- Dan Bastasic, Senior Vice-President, Investments & Portfolio Manager, iA Global Asset Management
- Dan Rohinton, Vice-President & Portfolio Manager, Global Dividend, iA Global Asset Management
- Jeff Sujitno, Portfolio Manager, Wellington Square
- Adam Mushaweh, Vice-President & Investment Director, Growth Equity Strategies, Loomis, Sayles & Company
- Eileen Riley, Vice-President & Portfolio Manager, Loomis, Sayles & Company
- Catherine Milum, President & Chief Executive Officer, iA Clarington Investments
- Peter McDougall, Senior Vice-President, Sales, Western & Atlantic Canada, iA Clarington Investments
- Gerry Ronan, Senior Vice-President, Sales, Ontario & Quebec, iA Clarington Investments
- Michael Kitces, Chief Financial Planning Nerd at Kitces.com
Language: English
Register: More details to follow
Event Date: May 9, 2024
Loomis Unplugged
In-person events with Loomis, Sayles & Company’s Gretchen Amidon and Pamela Czekanski. The team will offer their insights on the global equity and fixed-income markets.
SAINT-LAMBERT, QC
- Breakfast (8:30 AM – 10:00 AM) at Country Club Montreal
MONTREAL, QC
- Lunch (12:00 PM – 1:30 PM) at Ritz-Carlton Montreal (Oval Room)
WEST ISLAND, QC
- Dinner (4:00 PM – 6:00 PM) at 40 Westt
Speakers:
- Gretchen Amidon, CFA. Vice-president of Loomis Sayles and Global Equities Investment Director, Loomis, Sayles & Company.
- Pamela Czekanski, CFA. Strategic Relationships Manager, Loomis, Sayles & Company.
Language: English
RSVP Details: RSVP by May 8th, 2024 to Inès Flageul at Ines.Flageul@iaclarington.com.
Save the Date: September 12, 2024
Event: Loomis, Sayles & Company Advisor Due Diligence Event at the Loomis Sayles office in Boston
Language: English
More details to follow
Pending Dealer Compliance Approval