AGENDA

50 jours
15 heures
13 minutes
12 secondes

Two hours of virtual conferences

Come be a part of it and get inspired to reach new heights!

Welcome and opening remarks

Economic and market outlook

The American political climate

Portfolio managers round-table discussion

Break

schedule 2:15 pm – 2:20 pm

Selling with a generational and newcomer approach

  • schedule 2:20 pm – 2:50 pm
  • account_circle Léger Marketing: Yamina Tsalamlal

Sales techniques and closing remarks

Let’s reach new heights,
together!

Register now

Philippe Millette

Assistant Vice-President, Sales, Individual Savings & Retirement, iA Financial Group

Philippe has specialized in the field of financial services for nearly 25 years. After completing his studies in economics and finance, he worked in the field of investments, both mutual funds and securities.

Over the years, he has been a fund consultant for a bank, financial analyst for a portfolio management firm and investment specialist in the field of private management. Through contact with successful financial advisors, he became hooked on business development. His diverse experiences, talents for simplifying the complex and his passion for researching customized solutions have enabled him to become a successful wholesaler.

Always eager to learn and take on new challenges, Philippe then pivoted to the world of life insurance. Today, his motivation is to share his wide-ranging expertise by combining his grasp of economic issues with his unique understanding of the needs of financial advisors and their clients, as well as his interest in advanced insurance concepts and portfolio management.

Ashleay Dollard

Executive Assistant and Technician, Administration and Project Management, iAGAM

In addition to her role as Executive Assistant to the President and Chief Investment Officer of iA Global Asset Management (iAGAM), our co-host Ashleay has been hosting the “In Your Interest!” financial podcasts at iA since their launch in June 2022, racking up over 100,000 individual plays.

Sébastien Mc Mahon, M. Sc. Econ, PRM, CFA

Chief Strategist, Senior Economist and Vice-President, Asset Allocation, and Portfolio Manager, iA Financial Group

“My contribution to the conference will be to decode the intricate dance of macroeconomics and markets, providing insights and strategies that will help participants make more informed decisions. Together, we will bridge theory and practice, steering the dialogue towards a common understanding of the most important issues for our clients.”

John Parisella

Special Advisor at NATIONAL and Fellow at the Montreal Centre for International Studies (CÉRIUM) of the Université de Montréal.

John Parisella is a well-known and respected figure in Quebec, having held a number of public positions over the course of his career, notably as Chief of Staff to Premiers Robert Bourassa and Daniel Johnson Jr., author, business and philanthropy manager, political analyst and Delegate General of Quebec in New York and Washington.

In recent years, he has become a privileged observer of American politics and is a regular commentator in La Presse and on the TVA network. He is also a speaker on a wide range of issues. He is the author of four books including “La Politique dans la peau”, about his years in the political arena.

Dan Rohinton

Vice-President, Portfolio Manager, Global Dividend, iAGAM

“We are thrilled to introduce a new solution for clients seeking a balance between growth and income at our Savings and Investment Conferences. Our proven approach to quality focused investing is vital in today's dynamic markets, and we are eager to share our expertise with you.”

Maxime Houde, CFA

Director, Portfolio Manager, Thematic Investing, iAGAM

“I strongly believe that an investment framework focused on disruptive innovation, discipline and risk management is key to produce strong risk-adjusted returns.”

Maxime has close to 10 years of investment experience. In his current role, he co-leads the U.S. Thematic Innovation mandates, which he helped build. Maxime began his career at iA as an analyst in the Fund Oversight and Management team, where he developed expertise in a range of investment styles and strategies.

Marc Gagnon

Vice-President, Portfolio Manager, North American Equities, iAGAM

Marc has more than 25 years of portfolio management experience, including more than 20 years in Canadian and North American equities. He is a key leader of the iAGAM Fundamental Equity Team and has won industry recognition as a recipient of the Top Gun Investment Minds award.

Before joining iA in 1998, he acted as a financial analyst at the Société Québécoise d’Exploration pétrolière (SOQUIP) and at Promutuel Insurance. Marc has been a Chartered Financial Analyst (CFA) since 1995 and holds an MBA from Laval University.

Alexandre Bellefleur

Senior Vice-President, Head of Research, Asset Allocation, iAGAM

“Our presentation will be an indispensable tool for understanding today's key macroeconomic issues and their impact on markets and the construction of resilient, high-performance portfolios for your clients.”

Yamina Tsalamlal (Léger Marketing)

Director of Research, Consumer, Léger Marketing

“Our presentation will be a valuable ally in better understanding and anticipating consumer behavior in your industry. Stand out from the competition in your approaches and exceed your objectives!"

Yamina Tsalamlal is a marketing researcher with a solid experience analyzing consumer trends and designing qualitative studies who has led complex projects in Canada, in the United States and in the United Kingdom. Her expertise, enhanced by training in journalism and consumer behaviour make her a precious ally for any business wishing to understand and anticipate consumer behaviour.

Jean-René Adam

Vice-président sénior, chef des actions publiques & du trading mondial, IAGMA

“Is now a good time to invest in the stock market, and which segments should you focus on?”

Jean-René has nearly 20 years of experience in portfolio management, investment team management, and business development. As the leader of iAGAM’s Fundamental and Quantitative Equity team, his role is to create a distinctive investment culture and provide robust investment processes that allow investment professionals to capture opportunities and perform in today’s challenging markets.