UPCOMING EVENTS

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WEBINAR

CI GAM: Q2 2024 Market Outlook

April 10, 2024

Our upcoming Market Outlook webinar will offer expert insights on the past quarter and discuss what may be in store for major global asset classes through the second quarter.

CE Credits will be available for this webinar.

 

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WEBINAR

The 2024 Federal Budget

April 22, 2024

The federal government has said that it’s 2024 budget is about building an economy that works for everyone. But what might this mean from a tax perspective? Our webinar will explore potential tax, retirement and estate planning impacts to you and your clients.

CE credits will be available for this webinar.

 

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IN-PERSON EVENT

CI ETF Symposium 2024

April 16-25, 2024

Save the date for the annual CI ETF Symposium, where industry professionals come together across Canada to exchange thoughts on the latest ETF themes. Position yourself at the intersection of opportunity and expertise with this exploration into the trends reshaping the investment landscape.

Join us in:

  • Halifax, Nova Scotia on April 16
  • Toronto, Ontario on April 17
  • Montreal, Quebec on April 18
  • Calgary, Alberta on April 23
  • Vancouver, British Columbia on April 25

Contact your CI GAM Sales Team for more information.

 

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IN-PERSON EVENT

2024 CI Leadership Forum

May 13-15, 2024

We’re excited to host our annual CI Leadership Forum against the rich cultural backdrop of New Orleans. In a series of topical sessions, our leading industry experts will explore timely market trends. A variety of engaging, channel-specific topics will also be available to choose from.

Join us in New Orleans, Louisiana.

Contact your CI GAM Sales Team for more information.

 

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IN-PERSON EVENT

2024 CI Stampede Sales Roundup

July 3-5, 2024

Hear from our experienced team of portfolio managers and strategists on the investment solutions we offer to help you grow your clients’ wealth.

Join us in Calgary, Alberta

Contact your CI GAM Sales Team for more information. 

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CE PORTAL

CI GAM’s CE Portal is a self-serving platform that makes it easier for you to earn continuing education (CE) credits with access to relevant, timely content that is available on-demand and at your convenience.  The CE Portal allows you to manage all your CE credit certificates issued from CI Global Asset Management all in one place, from virtual to in-person presentations.

PAST EVENTS

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WEBINAR

2024 Macro Outlook and Market Opportunities

January 17, 2024

Marc-André Lewis, EVP, Co-Head and Chief Investment officer of CI GAM, reflects on the events that shaped the markets in 2023 and shares insights into what may be in store for 2024.

 

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WEBINAR

Navigating Opportunities in Fixed Income

December 13, 2023

Delve deep into the world of fixed income investments as expert portfolio managers share their insights on opportunities in investment grade and high yield credit.

 

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WEBINAR

Year-End Tax Planning and a Look to 2024

November 15, 2023

It might be hard to believe, but the year-end tax season is almost upon us. Join us for a discussion to help kick start your 2023 year-end tax planning and get a look at what might be ahead for 2024. We will cover tax-saving strategies and opportunities for individuals, trusts, and businesses. The webinar will also review the 2023 budget and how it may affect you in 2024.

 

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WEBINAR

Introducing CI GAM’s First Home Savings Account

October 25, 2023

The First Home Savings Account (FHSA) is helping to make dreams of homeownership a reality for Canadians. Learn how this registered account allows first-time homebuyers to save up to $40,000 tax-free towards the purchase of a qualifying home.

 

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WEBINAR

The Opportunity in Private Market Investments

September 27, 2023

By investing in differentiated companies, securities and assets, private market investments have the potential to deliver higher returns relative to public markets. However, these exclusive opportunities can be difficult for investors to navigate. Join us to learn how our one-stop solutions, CI Private Markets Growth Fund and CI Private Markets Income Fund, make it easy to gain exposure to this growing asset class.

 

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WEBINAR

Macro Pulse: Inflation and the Global Economy

September 13, 2023

Chief Investment Officer, Marc-André Lewis shares his perspective on the forces shaping the global economy, including the drivers of inflation and their implications at the asset class level. Learn how these macroeconomic factors are influencing the performance of various asset classes and gain insights on potential investment strategies to navigate the current economic environment.

 

Looking for past CE accredited events? Check out our CE Portal.