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Wellington Square | New management firm for Jeff Sujitno and conference call on May 28

May 21, 2020 8:45:16 AM / by iA Clarington

iA Clarington announced on May 11, 2020 that Jeff Sujitno and his team are leaving iA Clarington to establish their own investment management firm, Wellington Square.

The three members of Jeff’s current team joining him at Wellington Square are Amar Dhanoya, Andrew Khazzam, and Tracy Zhao.

 

On iA Financial Group’s side, Wellington Square is being appointed as portfolio manager for the following segregated funds:

  • Floating Rate Income Fund
  • Core Plus Bond Fund
The effective date of funds’ name change will be early July 2020. Note that this change does not result in any taxable capital gains or changes to the MER, the investment objective and the risk profile of the funds. Clients will be informed in their December 31, 2020 semi-annual statement.

 

Conference call details:

Join us on Thursday, May 28 for a conference call with Jeff Sujitno, Portfolio Manager, Wellington Square. Jeff will discuss his outlook for the credit markets and provide an update on fund positioning.

Date: Thursday, May 28, 2020

Time: 2:00 p.m. ET

Call details: 

Toll free: (833) 520-0061
International: (825) 312-2352
Conference ID: 9959035

Add to calendar:

 

To submit your questions in advance, please email us at questions@iaclarington.com.

We hope you can join us.

 

Your iA Clarington sales team

Topics: Investments

Written by iA Clarington