BIO TEST PAGE

Nick is a Founding Partner and Chief Investment Officer of Munro Partners. Nick is responsible for the investment management of Munro’s key investment funds and the formulation and implementation of the proprietary investment process. Nick has been managing global long/short equity mandates for over 12 years. Nick’s key career highlights include:- Over 20 years’ working in financial services with 13 years of funds management experience- 2005-2015: Head of International Strategy on the K2 Select International Absolute Return Fund- Member of the K2 Asset Management asset allocation and currency exposure committee- 2000-2005: Senior Analyst (global oil and gas) at Deutsche Bank U.K.- 1996-1999: Manager, Australian Equities for Commonwealth Financial Services.Nick holds a Bachelor of Commerce (Hons) from the University of Melbourne, a Graduate Diploma in Applied Finance and Investment, and is a Registered Representative of the Sydney Futures Exchange.

John DeVita is a principal of Altrinsic Global Advisors with primary research responsibility for the global consumer and telecommunications industries. He has been involved with international investing since 1991 when he began his career with Société Générale Asset Management. His diverse background includes extensive experience in international securities analysis, trading and operations in the equity, fixed income and foreign currency markets. A graduate of Villanova University, Mr. DeVita holds a Chartered Financial Analyst designation and is a Certified Public Accountant.

John Hock is the founder and Chief Investment Officer of Altrinsic Global Advisors. Prior to founding Altrinsic in 2000, Mr. Hock was Senior Vice President, portfolio manager, and member of the Investment Strategy Committee at Hansberger Global Investors. Before joining Hansberger in 1996, Mr. Hock was a vice president and senior analyst in the Global Securities Research and Economics Group at Merrill Lynch, where his analysis focused on overseas equities. He received a BS in Applied Economics from Cornell University and an MBA in Finance from New York University. Mr. Hock holds the Chartered Financial Analyst designation.

Qiao Ma joined Munro Partners in February 2023. Qiao is responsible for championing stock ideas and managing these positions within the CI Munro Alternative Global Growth Fund, the CI Munro Global Growth Equity Fund, and the CI Global Climate Leaders Fund. Prior to joining Munro, Qiao was a portfolio manager at the Melbourne-based Cooper Investors and has spent nearly a decade with well-known hedge funds in New York City, including Coatue Management and Jericho Capital.Key career highlights include: Over 15 years of financial services experience.; 2018-2023, Portfolio Manager, Cooper Investors, Melbourne; 2017-2018, Sector Head – Internet and Technology, Cooper Investors, Melbourne; 2015-2016, Head of Asia Pacific, Jericho Capital, New York; and 2010-2014, Analyst, Coatue Management, New York.Qiao holds a dual degree of Bachelor of Science, Commerce (B.Sc) and Economics from the University of Virginia and a Master of Business Administration (MBA) from Harvard Business School.

Evelyn joined Black Creek Investment Management in 2010. Before Black Creek, she spent five years with Invesco Trimark as Investment Analyst and Portfolio Manager for Global Equities. She previously held positions in international project finance, brokerage and commercial leasing at Seaspan Shipbrokers Ltd. and CQ Marine Shipping Co. Ltd., leading various business initiatives in strategic development and commercial operation. Along with an MBA from INSEAD in France and an undergraduate degree from Sichuan International Studies University in China, Evelyn is a CFA charterholder and has completed the Certificate of International Trade and Business.

Richard joined Black Creek Investment Management in 2008 and has over 32 years of investment management experience as an investment analyst and portfolio manager of international equities. Prior to joining Black Creek, Richard was with AIM Trimark/Trimark Investment Management, where he was responsible for funds with combined assets of $10 billion, including Trimark Europlus, Trimark Global Balanced Fund, Trimark Select Growth Fund, and Trimark Fund. He also has experience managing equity and real estate portfolios with Toronto Dominion Investment Management and with AMHC Alberta Heritage Savings and Trust fund. Richard has a Bachelor of Commerce degree with distinction from the University of Alberta, an MBA from INSEAD (European Institute of Business Administration), has completed programs in Behavioural Finance at Harvard University. He is a member of the Business Advisory Council for the Alberta School of Business.

Melissa joined Black Creek Investment Management in 2017, with more than 10 years of investment experience including Sanford Bernstein as a Senior Research Associate covering consumer staples and, most recently, OppenheimerFunds as a Senior Research Analyst covering international equities (global ex-U.S.). Melissa has an MBA from Columbia Business School, where she participated in the Value Investing Program, and she has both a Bachelor of Life Sciences and a Bachelor of Commerce degree from Queen’s University. Melissa is a CFA charterholder.

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David is a founding partner of Picton Mahoney Asset Management, President, and Lead Portfolio Manager responsible for Canadian equity strategies. David has been a prominent presence in the Canadian investment industry for the past several decades. Highlights of his career include launching Synergy Asset Management in 1997 and working as its lead Canadian momentum portfolio manager (some of those mandates he continues to manage today), and spending eight years as Head of Quantitative Research at RBC Dominion Securities, where he was one of the top-ranked analysts in his sector. David holds an Honours Bachelor of Commerce degree from the University of British Columbia.

Michael Kimmel is a founding partner of Picton Mahoney Asset Management and a Portfolio Manager responsible for global and American equity strategies. Michael began his work in the industry in 1998 as both an analyst and associate at N M Rothschild & Sons, a boutique investment bank specializing in mergers and acquisitions. Thereafter, Michael served as an investment analyst at UBS Global Asset Management and Synergy Asset Management. Michael holds a Bachelor of Commerce degree from McGill University and the Chartered Financial Analyst designation.

Michael Kuan is a founding partner of Picton Mahoney Asset Management and a Portfolio Manager responsible for international investments. Michael began his career at Scotia Capital in 1997, where he was a Manager of Market Risk. He then joined Synergy Asset Management in 2002 as an Investment Analyst. Michael holds an MBA from the University of Toronto and the Chartered Financial Analyst designation.

Jeffrey is Portfolio Manager at Picton Mahoney Asset Management (PMAM), specializing in Canadian equities. Prior to joining PMAM in 2017, Jeffrey was a Vice-President and Senior Portfolio Manager at BMO Global Asset Management where he was the Lead Portfolio Manager for Canadian large-cap equity portfolios (with over $6 billion in assets under management). Prior to that, he spent over a decade at Manulife Asset Management, joining as an Analyst and progressing to Managing Director, Portfolio Manager, with responsibility for Canadian equity portfolios managed with a blend of fundamental and quantitative analysis. Jeffrey holds the Chartered Financial Analyst designation and an Honours Business Administration degree from the Richard Ivey School of Business (University of Western Ontario).

Jeremy joined Munro Partners in September 2017 from Pictet Asset Management in London, one of the leading independent asset managers in Europe with over US$150 billion in assets under management. Jeremy is responsible for championing stock ideas and managing these positions within the Munro Global Growth Fund. While at Pictet, Jeremy gained over 10 years’ experience across a range of products including global equities, EAFE (Europe, Australasia and Far East) small cap equities and developed Asia market neutral long/short small mid cap equities. Jeremy’s track record of generating alpha over an extended time horizon prompted Pictet to give him a mandate to co‐launch the Developed Asia Market Neutral Long/Short Small Mid Cap Fund in 2016. The fund, managed exclusively by Jeremy and his co‐founder, exhibited strong positive performance from launch, resulting in repeat injections of additional funding by Pictet’s Hedge Fund Investment Committee. Key career highlights include:- Over 14 years of financial services experience spanning roles in Melbourne and London- Pioneered the Developed Asia Market Neutral Long/Short Small Mid Cap Fund for Pictet Asset Management in London with positive performance from launch- 2011‐2017: Senior Portfolio Manager on the EAFE Small Caps Fund at Pictet Asset Management in London, ranking top of its peer group in 2015- 2007‐2011: Investment Professional on the Global Equities Fund at Pictet Asset Management in London.Jeremy is a Chartered Financial Analyst (CFA) and holds a Postgraduate Diploma of Applied Finance and Investments from the Securities Institute of Australia together with the U.K. IMC (Investment Management Certificate). Jeremy holds a Bachelor of Business (Economics and Finance) from RMIT University.

James joined Munro Partners in November 2016 and is responsible for championing stock ideas and managing these positions within the Munro Global Growth Fund over time. James has previously worked as a portfolio manager when he was based in both Melbourne and Edinburgh, and was entirely focused on the U.S., European and Asian stock markets. Having worked previously with the other members of the Munro investment team, James is well versed in evaluating investment ideas using Munro’s proprietary growth-focused process. Key career highlights include:- Over 12 years of financial services experience- 2013-2016: Portfolio Manager/Senior Investment Analyst on the K2 Select International Absolute Return Fund- 2012-2013: Research Manager – Alternatives at Zenith Investment Partners.James holds a Bachelor of Commerce from La Trobe University and a Postgraduate Certificate of Applied Finance from Macquarie University.

Kieran joined Munro Partners in July 2016. Working closely with the Chief Investment Officer, Nick Griffin, Kieran is responsible for stock research, portfolio analytics and trading processes at Munro Partners. Kieran has performed over the past four years as an international equities analyst, primarily focusing on global growth equities and undertaking similar functions regarding research, modelling, portfolio analysis and trading. Kieran holds a Bachelor of Commerce from the University of Melbourne, with majors in finance and economics, as well as a Juris Doctor Law Degree from the University of Melbourne.

Peter Hofstra, Senior Vice President, Co-Head of Equities – Research, and Portfolio Manager, brings a depth of experience in both investment and company management to the Equities team. Peter joined CI GAM in 2017 as Senior Portfolio Manager. Immediately before joining CI GAM, he was Chief Investment Officer and Managing Director of Investment Research at Manitou Investment Management, a firm that focuses on private client and institutional money management. He also co-founded a clean technology investment LP, which Manitou acquired. Prior to Manitou, Peter was a portfolio manager at a large mutual fund company where he co-managed a U.S. equity fund and was lead manager of a science and technology fund. Prior to starting his investment career, Peter helped build a technology firm, which went public and where he held the position of VP of Research and Development and was an officer of the company. Peter holds the CFA designation and has a B.Sc. in Chemistry and a Ph.D. in Engineering Physics.

Greg Quickmire, Vice-President, Portfolio Manager & Research Lead – Equities, joined CI GAM in 2013. He brings over 10 years of industry experience to his role as a portfolio manager, where he is responsible for U.S. and health care specialty products. Prior to this role, Greg led health care and communications service research for another Canadian asset manager. Greg holds an HBA with distinction from the Ivey Business School, is a CFA charterholder, and is a member of CFA Society Toronto.

Ali Pervez, Vice-President, Portfolio Manager & Research Lead – Equities, brings over 10 years of industry experience to his role at CI GAM. Ali joined CI GAM in 2016 and is responsible for managing Canadian and global equity portfolios and is the research lead for consumer staples and discretionary. Before joining CI GAM, Ali was the Assistant Vice-President at Barclays Capital, responsible for equity research focused on Canadian telecom, media and technology. Before that, he was an associate analyst at National Bank, responsible for equity research, focused on Canadian consumer. Ali holds the CFA designation, the FSA credential, and Bachelor of Business Administration from Wilfrid Laurier University.

Bunty Mahairhu, Vice-President, Portfolio Manager & Research Lead – Equities, joined CI GAM in 2016 and brings over 15 years of valuable industry experience to his role and team. At CI GAM, Bunty is the Portfolio Manager for global dividend, global financials, Canadian dividend, and Canadian value strategies. He is also the research lead, global financials. Before arriving at CI GAM, Bunty was a senior associate portfolio manager at one of Canada’s largest pension funds. Bunty holds a CFA designation and a Bachelor of Business Administration (Honors) from the Beedie School of Business at Simon Fraser University.

Jeremy Rosa, Vice-President, Portfolio Manager – Equities, joined CI GAM in 2006. He brings over 17 years of industry experience to his role and team as portfolio manager, US equity. Prior to this role, Jeremy led the research effort in the information technology sector for another Canadian asset manager. Jeremy holds the CFA designation, is a graduate of Financial Planning Management at George Brown College, and is a member of CFA Society Toronto.

Kevin McSweeney is Senior Vice-President, Portfolio Manager & Lead – Canadian Equities with CI Global Asset Management. He began his professional financial services career in 2000 as a Financial Economist with Finance Canada. Following this, he spent time at Scotiabank, including time in Corporate Credit Risk Management. He has been with CI Investments in a variety of progressively senior roles since August 2008. Kevin began at CI with the high yield bond team as an investment analyst, progressing to portfolio manager. In 2016, he joined the equity team as an infrastructure and real estate specialist portfolio manager. He currently manages or co-manages multibillion-dollar asset pools in a variety of strategies including balanced, income and dividends, infrastructure and real assets, and Canadian and global equities. He was named as lead of Canadian equities for CI GAM in 2022. A native of Halifax, Kevin has a BA from St. Mary’s University, an MBA from Dalhousie University, and a variety of professional designations, including Futures and Options licensing and the Chartered Financial Analyst designation. He has received a variety of professional honours, including Brendan Wood’s “Top Gun” award as voted by Canadian banking professionals, and a Lipper Award for best infrastructure fund in Canada for each of the last three years. He lives in Toronto with his wife and four children.

Lee Goldman, Senior Vice-President, Portfolio Manager – Equities, brings over 30 years of valuable industry experience to CI GAM and his team. At CI GAM, he is primarily responsible for real estate mandates and convertible bonds. Lee joined CI GAM in 2015 after CI acquired First Asset, which he joined in 2006. Before CI GAM, Lee was the Vice-President, Treasury for M.R.S. Trust Company (a division of Mackenzie Financial), where he was responsible for financing the company’s various loan portfolios, including balance sheet and securitization. Lee also managed a fixed income fund called the Mackenzie Mortgage Fund. Lee holds a Bachelor of Science from Western University, a Master of Business Administration from York University, and is a CFA charterholder. In his spare time, he is a volunteer tutor with Pathways to Education.

Matthew Strauss, Senior Vice-President and Portfolio Manager, has more than 20 years of global investment experience. Mr. Strauss joined CI in 2011 to help manage currency overlays and oversee the emerging market equity mandates. He is currently also the lead manager on CI Select Global Equity Select Fund and co-manager on the CI Global Income & Growth Fund, as well as being a member of the Asset Allocation Committee. As the lead portfolio manager for the global and emerging market equity mandates, he also provides macroeconomic, country and sector strategies for these mandates. He has extensive international experience, having worked as Chief Strategist at the largest retail bank in Africa and as Senior Fixed Income and Currency Strategist at RBC Capital Markets. Mr. Strauss holds the Chartered Financial Analyst designation, a Bachelor of Commerce degree and an MA in Economics from the University of Stellenbosch, South Africa.

Robert Swanson, Senior Vice President and Co-Head of Equities – Portfolio Management at CI Global Asset Management (CI GAM), is a seasoned finance professional with over 40 years in investment management. Robert plays a pivotal role in managing the firm's equity portfolio management team in addition to driving its international equity strategies. Before joining CI GAM in 2011, Robert was a lead portfolio manager at Fidelity Investments. His tenure at Fidelity Investments showcased his abilities to manage large-scale funds and navigate complex financial systems. In terms of education, Robert holds a Bachelor of Science in Finance from Northern Illinois University and an MBA from Northwestern University. His academic credentials also include the Chartered Financial Analyst (CFA) designation, further demonstrating his knowledge and commitment to financial analysis and ethics.

Lijon Geeverghese joined CI First Asset in 2014 and is responsible for the index-based strategies of CI First Asset's exchange-traded funds (ETFs). Lijon has over 10 years of ETF experience, including portfolio management, ETF trading and market making. Prior to joining CI First Asset, Lijon was responsible for ETF market making at a large Canadian bank dealer. Lijon is a key point of contact between CI First Asset and the market-making community, providing trade solutions for investment advisors and facilitating effective client ETF transactions. He holds a Masters of Business Administration from the Smith School of Business at Queen's University and holds the Chartered Financial Analyst (CFA) designation.

Zoe Li is an Associate Portfolio Manager and a member of CI Multi-Asset Investment Management Committee. In her role, Ms. Li works closely with the portfolio managers to build initial strategic asset allocation models and recommend tactical asset allocation based on market conditions. She also is responsible for cash flow management, trading and assisting in portfolio construction and risk management. Prior to joining the team in 2016, she held the role of compliance officer at CI GAM. She has over eight years of industry experience. Ms. Li holds a Master of Management and Professional Accounting degree from the University of Toronto, the Chartered Professional Accountant designation, and the Chartered Financial Analyst designation.

Bill is the founder and has been President of Black Creek Investment Management since 2005. He has spent his career of more than 37 years as an investment analyst and portfolio manager. Prior to Black Creek, Bill was a Senior Vice President with AIM Trimark, acting as lead manager for the Trimark Fund and Trimark Select Growth Fund. Bill has managed mutual funds for Mackenzie Financial (Universal Growth Fund and Ivy Foreign Equity Fund), and he was an investment analyst at Confederation Life Assurance Company. He is a graduate of the University of Western Ontario with an Honours Bachelor of Arts in Business Administration and is a CFA charterholder.

Heather joined Black Creek Investment Management in 2013 and has over 26 years of experience as an analyst and portfolio manager for global equities. Prior to Black Creek, Heather held positions as a portfolio manager at Gryphon International and as Vice President and Portfolio Manager at Invesco Trimark, where she was lead manager of various global funds, including the Global Health Sciences Fund, and co-manager of the Trimark Fund. She was also Vice President and Portfolio Manager of global equities at RBC Asset Management. Heather holds a Bachelor of Arts in Economics and Management Studies from the University of Waterloo.

Alfred Lam, Senior Vice President, Co-Head of Multi-Asset, joined CI GAM in 2004. He brings over 23 years of industry experience to his portfolio design, asset allocation, portfolio construction, and risk management responsibilities, which include chairing the multi-asset investment management committee and sizing investment bets to drive added value and manage risk. Alfred holds the CFA designation and an MBA from York University Schulich School of Business. He is a recognized leader in multi-asset investing in Canada. During his tenure, his team has won multiple investment awards, including the Morningstar Best Fund of Funds, and saw assets growing four-fold.

Stephen Lingard, Senior Vice President, Co-Head of Multi-Asset, brings first-hand global experience to his role as he has studied and worked in Europe, the US, and Asia over his 27+ year career. He joined CI GAM in 2019 as the multi-asset portfolio and research lead, with a macro, equity and alternative strategy focus. Prior to CI GAM, Stephen was Head of Multi-Asset Solutions with Franklin Templeton (Canada/Asia). Before that, he was an investment manager with Fidelity Investments (US & Canada), and prior to that, he was a Bond dealer at Société Générale Asia (Singapore). Stephen is a CFA charterholder with a BSc from Western University and holds an MBA from EU Business School. He is also a member of the Toronto CFA Society and spends his free time with North Toronto Soccer and Leaside Hockey.

As President and Chief Investment Officer, Mr. Lewis leads CI Global Asset Management and oversees the continued development of the firm’s integrated global investment platform. Mr. Lewis has over 20 years of global investing experience and has held senior leadership positions at several organizations, including two of the world’s largest institutional investors. His diverse experience spans asset allocation, portfolio construction, risk management, public and private markets, and fundamental and quantitative strategies. Prior to joining CI GAM in September 2021, Mr. Lewis was Head of Portfolio Construction at the Abu Dhabi Investment Authority (ADIA), one of the world’s largest sovereign wealth funds. His responsibilities included strategic asset allocation, quantitative research and alternative indexing activities, as well as sitting on the executive and tactical asset allocation committees for its Strategy and Planning Department. Prior to ADIA, Mr. Lewis was Senior Vice-President and Deputy Chief Risk Officer at Caisse de dépôt et placement du Québec (CDPQ), where he led a team that analyzed and monitored the risks of both public and private investments in the CDPQ portfolio. He was also a member of the CDPQ asset allocation committee. Mr. Lewis’s previous positions also included Senior Vice-President, Risk Management – Fixed Income and Overlay Strategies at CDPQ and Senior Vice-President, Fixed Income at Natcan Investment Management, where he oversaw a team managing $16 billion in Canadian and global fixed-income assets. He holds a PhD in theoretical physics from Pierre and Marie Curie University (now Sorbonne University), and an M.Sc. in theoretical physics and a B.Sc. in mathematics and physics from Université de Montréal.

Nick is a Founding Partner and Chief Investment Officer of Munro Partners. Nick is responsible for the investment management of Munro’s key investment funds and the formulation and implementation of the proprietary investment process. Nick has been managing global long/short equity mandates for over 12 years. Nick’s key career highlights include:- Over 20 years’ working in financial services with 13 years of funds management experience- 2005-2015: Head of International Strategy on the K2 Select International Absolute Return Fund- Member of the K2 Asset Management asset allocation and currency exposure committee- 2000-2005: Senior Analyst (global oil and gas) at Deutsche Bank U.K.- 1996-1999: Manager, Australian Equities for Commonwealth Financial Services.Nick holds a Bachelor of Commerce (Hons) from the University of Melbourne, a Graduate Diploma in Applied Finance and Investment, and is a Registered Representative of the Sydney Futures Exchange.

Qiao Ma joined Munro Partners in February 2023. Qiao is responsible for championing stock ideas and managing these positions within the CI Munro Alternative Global Growth Fund, the CI Munro Global Growth Equity Fund, and the CI Global Climate Leaders Fund. Prior to joining Munro, Qiao was a portfolio manager at the Melbourne-based Cooper Investors and has spent nearly a decade with well-known hedge funds in New York City, including Coatue Management and Jericho Capital.Key career highlights include: Over 15 years of financial services experience.; 2018-2023, Portfolio Manager, Cooper Investors, Melbourne; 2017-2018, Sector Head – Internet and Technology, Cooper Investors, Melbourne; 2015-2016, Head of Asia Pacific, Jericho Capital, New York; and 2010-2014, Analyst, Coatue Management, New York.Qiao holds a dual degree of Bachelor of Science, Commerce (B.Sc) and Economics from the University of Virginia and a Master of Business Administration (MBA) from Harvard Business School.

Jeremy joined Munro Partners in September 2017 from Pictet Asset Management in London, one of the leading independent asset managers in Europe with over US$150 billion in assets under management. Jeremy is responsible for championing stock ideas and managing these positions within the Munro Global Growth Fund. While at Pictet, Jeremy gained over 10 years’ experience across a range of products including global equities, EAFE (Europe, Australasia and Far East) small cap equities and developed Asia market neutral long/short small mid cap equities. Jeremy’s track record of generating alpha over an extended time horizon prompted Pictet to give him a mandate to co‐launch the Developed Asia Market Neutral Long/Short Small Mid Cap Fund in 2016. The fund, managed exclusively by Jeremy and his co‐founder, exhibited strong positive performance from launch, resulting in repeat injections of additional funding by Pictet’s Hedge Fund Investment Committee. Key career highlights include:- Over 14 years of financial services experience spanning roles in Melbourne and London- Pioneered the Developed Asia Market Neutral Long/Short Small Mid Cap Fund for Pictet Asset Management in London with positive performance from launch- 2011‐2017: Senior Portfolio Manager on the EAFE Small Caps Fund at Pictet Asset Management in London, ranking top of its peer group in 2015- 2007‐2011: Investment Professional on the Global Equities Fund at Pictet Asset Management in London.Jeremy is a Chartered Financial Analyst (CFA) and holds a Postgraduate Diploma of Applied Finance and Investments from the Securities Institute of Australia together with the U.K. IMC (Investment Management Certificate). Jeremy holds a Bachelor of Business (Economics and Finance) from RMIT University.

James joined Munro Partners in November 2016 and is responsible for championing stock ideas and managing these positions within the Munro Global Growth Fund over time. James has previously worked as a portfolio manager when he was based in both Melbourne and Edinburgh, and was entirely focused on the U.S., European and Asian stock markets. Having worked previously with the other members of the Munro investment team, James is well versed in evaluating investment ideas using Munro’s proprietary growth-focused process. Key career highlights include:- Over 12 years of financial services experience- 2013-2016: Portfolio Manager/Senior Investment Analyst on the K2 Select International Absolute Return Fund- 2012-2013: Research Manager – Alternatives at Zenith Investment Partners.James holds a Bachelor of Commerce from La Trobe University and a Postgraduate Certificate of Applied Finance from Macquarie University.

Kieran joined Munro Partners in July 2016. Working closely with the Chief Investment Officer, Nick Griffin, Kieran is responsible for stock research, portfolio analytics and trading processes at Munro Partners. Kieran has performed over the past four years as an international equities analyst, primarily focusing on global growth equities and undertaking similar functions regarding research, modelling, portfolio analysis and trading. Kieran holds a Bachelor of Commerce from the University of Melbourne, with majors in finance and economics, as well as a Juris Doctor Law Degree from the University of Melbourne.

Peter Hofstra, Senior Vice President, Co-Head of Equities – Research, and Portfolio Manager, brings a depth of experience in both investment and company management to the Equities team. Peter joined CI GAM in 2017 as Senior Portfolio Manager. Immediately before joining CI GAM, he was Chief Investment Officer and Managing Director of Investment Research at Manitou Investment Management, a firm that focuses on private client and institutional money management. He also co-founded a clean technology investment LP, which Manitou acquired. Prior to Manitou, Peter was a portfolio manager at a large mutual fund company where he co-managed a U.S. equity fund and was lead manager of a science and technology fund. Prior to starting his investment career, Peter helped build a technology firm, which went public and where he held the position of VP of Research and Development and was an officer of the company. Peter holds the CFA designation and has a B.Sc. in Chemistry and a Ph.D. in Engineering Physics.

Greg Quickmire, Vice-President, Portfolio Manager & Research Lead – Equities, joined CI GAM in 2013. He brings over 10 years of industry experience to his role as a portfolio manager, where he is responsible for U.S. and health care specialty products. Prior to this role, Greg led health care and communications service research for another Canadian asset manager. Greg holds an HBA with distinction from the Ivey Business School, is a CFA charterholder, and is a member of CFA Society Toronto.

Jason Goddard, Vice President, Portfolio Manager – Fixed Income, has more than 10 years of industry experience. He joined CI GAM in 2021 and is responsible for managing the CI Alternative Investment Grade Credit Fund, Canada’s first liquid alternative credit fund, which is an actively-managed strategy that invests in North American credits and utilizes non-traditional tools such as leverage, short-selling, and derivative overlays. Before joining CI GAM, Jason managed a Long/Short North American Credit Hedge Fund at another boutique Canadian asset manager. Prior to that, he managed a long-only portfolio consisting of Canadian credit, provincial, municipal, and federal bonds at Portico and Long/Short Credit and global macro hedge funds at Gluskin Sheff & Associates. Jason holds the CFA designation, an MBA (Finance) from Wilfred Laurier, and a Mechanical Engineering Degree from Queen’s University.

Brian Huen, Senior Vice-President, Portfolio Manager & Lead – Research Operations, joined CI GAM in 2015. He brings over 25 years of valued industry experience to his role and team as co-portfolio Manager in CI North American Opportunities Liquid Alternative fund and Lead on equity research operations. Prior to joining CI GAM, Brian was a Managing Partner, Portfolio Manager, and Head of Trading at Red Sky Capital Management, a long/short hedge fund affiliated with CI Investments. Before that, he was an Executive Director and Head of Hedge Funds Sales at CIBC Capital Markets. Brian is a CFA charterholder and holds an Honors in Business Administration degree and Master of Business Administration from the Ivey Business School at the University of Western Ontario. He is also Treasurer and Board Member at The Heights Ski & Country Club.

Adrian Prenc, CFA, FRM, is Co-Chief Investment Officer, Chief Risk Officer of Marret Asset Management Inc. Prior to joining Marret in July 2002, Adrian spent three years with Altamira Investment Services, initially as an Investment Specialist, and more recently as a Research Analyst specializing in corporate debt and high yield. With over 20 years of investment experience, Adrian has been instrumental in developing Marret’s investment and risk management tools and is involved in all aspects of the portfolio management process. Adrian holds a Bachelor of Commerce degree from the University of Toronto, is a CFA Charterholder, and has received numerous awards for academic distinction. He has also received his Financial Risk Manager certification.

Adam Tuer, CFA, PhD, is Co-Chief Investment Officer, Head of Research of Marret Asset Management Inc. Adam joined Marret in January 2013, initially doing research on a consulting basis for the company on Central Bank liquidity and the impact of monetary policy. He joined Marret on a full-time basis in April 2013 as a Research Analyst. Prior to joining Marret, Adam developed optimal hedging strategies on derivatives for CIBC. Adam has a PhD in Physics from the University of Toronto and an HBSc (high distinction) in Physics with a Minor in Mathematics and Chemistry.

Nick is a Founding Partner and Chief Investment Officer of Munro Partners. Nick is responsible for the investment management of Munro’s key investment funds and the formulation and implementation of the proprietary investment process. Nick has been managing global long/short equity mandates for over 12 years. Nick’s key career highlights include:- Over 20 years’ working in financial services with 13 years of funds management experience- 2005-2015: Head of International Strategy on the K2 Select International Absolute Return Fund- Member of the K2 Asset Management asset allocation and currency exposure committee- 2000-2005: Senior Analyst (global oil and gas) at Deutsche Bank U.K.- 1996-1999: Manager, Australian Equities for Commonwealth Financial Services.Nick holds a Bachelor of Commerce (Hons) from the University of Melbourne, a Graduate Diploma in Applied Finance and Investment, and is a Registered Representative of the Sydney Futures Exchange.

Qiao Ma joined Munro Partners in February 2023. Qiao is responsible for championing stock ideas and managing these positions within the CI Munro Alternative Global Growth Fund, the CI Munro Global Growth Equity Fund, and the CI Global Climate Leaders Fund. Prior to joining Munro, Qiao was a portfolio manager at the Melbourne-based Cooper Investors and has spent nearly a decade with well-known hedge funds in New York City, including Coatue Management and Jericho Capital.Key career highlights include: Over 15 years of financial services experience.; 2018-2023, Portfolio Manager, Cooper Investors, Melbourne; 2017-2018, Sector Head – Internet and Technology, Cooper Investors, Melbourne; 2015-2016, Head of Asia Pacific, Jericho Capital, New York; and 2010-2014, Analyst, Coatue Management, New York.Qiao holds a dual degree of Bachelor of Science, Commerce (B.Sc) and Economics from the University of Virginia and a Master of Business Administration (MBA) from Harvard Business School.

Jeremy joined Munro Partners in September 2017 from Pictet Asset Management in London, one of the leading independent asset managers in Europe with over US$150 billion in assets under management. Jeremy is responsible for championing stock ideas and managing these positions within the Munro Global Growth Fund. While at Pictet, Jeremy gained over 10 years’ experience across a range of products including global equities, EAFE (Europe, Australasia and Far East) small cap equities and developed Asia market neutral long/short small mid cap equities. Jeremy’s track record of generating alpha over an extended time horizon prompted Pictet to give him a mandate to co‐launch the Developed Asia Market Neutral Long/Short Small Mid Cap Fund in 2016. The fund, managed exclusively by Jeremy and his co‐founder, exhibited strong positive performance from launch, resulting in repeat injections of additional funding by Pictet’s Hedge Fund Investment Committee. Key career highlights include:- Over 14 years of financial services experience spanning roles in Melbourne and London- Pioneered the Developed Asia Market Neutral Long/Short Small Mid Cap Fund for Pictet Asset Management in London with positive performance from launch- 2011‐2017: Senior Portfolio Manager on the EAFE Small Caps Fund at Pictet Asset Management in London, ranking top of its peer group in 2015- 2007‐2011: Investment Professional on the Global Equities Fund at Pictet Asset Management in London.Jeremy is a Chartered Financial Analyst (CFA) and holds a Postgraduate Diploma of Applied Finance and Investments from the Securities Institute of Australia together with the U.K. IMC (Investment Management Certificate). Jeremy holds a Bachelor of Business (Economics and Finance) from RMIT University.

James joined Munro Partners in November 2016 and is responsible for championing stock ideas and managing these positions within the Munro Global Growth Fund over time. James has previously worked as a portfolio manager when he was based in both Melbourne and Edinburgh, and was entirely focused on the U.S., European and Asian stock markets. Having worked previously with the other members of the Munro investment team, James is well versed in evaluating investment ideas using Munro’s proprietary growth-focused process. Key career highlights include:- Over 12 years of financial services experience- 2013-2016: Portfolio Manager/Senior Investment Analyst on the K2 Select International Absolute Return Fund- 2012-2013: Research Manager – Alternatives at Zenith Investment Partners.James holds a Bachelor of Commerce from La Trobe University and a Postgraduate Certificate of Applied Finance from Macquarie University.

Kieran joined Munro Partners in July 2016. Working closely with the Chief Investment Officer, Nick Griffin, Kieran is responsible for stock research, portfolio analytics and trading processes at Munro Partners. Kieran has performed over the past four years as an international equities analyst, primarily focusing on global growth equities and undertaking similar functions regarding research, modelling, portfolio analysis and trading. Kieran holds a Bachelor of Commerce from the University of Melbourne, with majors in finance and economics, as well as a Juris Doctor Law Degree from the University of Melbourne.

John DeVita is a principal of Altrinsic Global Advisors with primary research responsibility for the global consumer and telecommunications industries. He has been involved with international investing since 1991 when he began his career with Société Générale Asset Management. His diverse background includes extensive experience in international securities analysis, trading and operations in the equity, fixed income and foreign currency markets. A graduate of Villanova University, Mr. DeVita holds a Chartered Financial Analyst designation and is a Certified Public Accountant.

John Hock is the founder and Chief Investment Officer of Altrinsic Global Advisors. Prior to founding Altrinsic in 2000, Mr. Hock was Senior Vice President, portfolio manager, and member of the Investment Strategy Committee at Hansberger Global Investors. Before joining Hansberger in 1996, Mr. Hock was a vice president and senior analyst in the Global Securities Research and Economics Group at Merrill Lynch, where his analysis focused on overseas equities. He received a BS in Applied Economics from Cornell University and an MBA in Finance from New York University. Mr. Hock holds the Chartered Financial Analyst designation.

Richard joined Black Creek Investment Management in May 2016 as Director of Global Fixed Income. Richard has 17 years experience investing in different levels of the capital structure as an analyst and portfolio manager. Prior to joining Black Creek, Richard spent eight years at Cumberland Private Wealth Management, where he was most recently Portfolio Manager, Fixed Income. Richard joined Cumberland in 2008 as a U.S. Equity Analyst and transitioned to fixed income in 2011, when he assumed all responsibilities for managing the Cumberland Income Fund. Previously, Richard was a Senior Equity Analyst covering global emerging market financial institutions at an independent equity research firm. Richard began his investing career in 2001 as an analyst on a balanced fund at AGF Funds. Richard earned an Honours BA in Economics from the University of Western Ontario. He has been a CFA charterholder since 2002.

Evelyn joined Black Creek Investment Management in 2010. Before Black Creek, she spent five years with Invesco Trimark as Investment Analyst and Portfolio Manager for Global Equities. She previously held positions in international project finance, brokerage and commercial leasing at Seaspan Shipbrokers Ltd. and CQ Marine Shipping Co. Ltd., leading various business initiatives in strategic development and commercial operation. Along with an MBA from INSEAD in France and an undergraduate degree from Sichuan International Studies University in China, Evelyn is a CFA charterholder and has completed the Certificate of International Trade and Business.

Richard joined Black Creek Investment Management in 2008 and has over 32 years of investment management experience as an investment analyst and portfolio manager of international equities. Prior to joining Black Creek, Richard was with AIM Trimark/Trimark Investment Management, where he was responsible for funds with combined assets of $10 billion, including Trimark Europlus, Trimark Global Balanced Fund, Trimark Select Growth Fund, and Trimark Fund. He also has experience managing equity and real estate portfolios with Toronto Dominion Investment Management and with AMHC Alberta Heritage Savings and Trust fund. Richard has a Bachelor of Commerce degree with distinction from the University of Alberta, an MBA from INSEAD (European Institute of Business Administration), has completed programs in Behavioural Finance at Harvard University. He is a member of the Business Advisory Council for the Alberta School of Business.

Melissa joined Black Creek Investment Management in 2017, with more than 10 years of investment experience including Sanford Bernstein as a Senior Research Associate covering consumer staples and, most recently, OppenheimerFunds as a Senior Research Analyst covering international equities (global ex-U.S.). Melissa has an MBA from Columbia Business School, where she participated in the Value Investing Program, and she has both a Bachelor of Life Sciences and a Bachelor of Commerce degree from Queen’s University. Melissa is a CFA charterholder.

Bill is the founder and has been President of Black Creek Investment Management since 2005. He has spent his career of more than 37 years as an investment analyst and portfolio manager. Prior to Black Creek, Bill was a Senior Vice President with AIM Trimark, acting as lead manager for the Trimark Fund and Trimark Select Growth Fund. Bill has managed mutual funds for Mackenzie Financial (Universal Growth Fund and Ivy Foreign Equity Fund), and he was an investment analyst at Confederation Life Assurance Company. He is a graduate of the University of Western Ontario with an Honours Bachelor of Arts in Business Administration and is a CFA charterholder.

Heather joined Black Creek Investment Management in 2013 and has over 26 years of experience as an analyst and portfolio manager for global equities. Prior to Black Creek, Heather held positions as a portfolio manager at Gryphon International and as Vice President and Portfolio Manager at Invesco Trimark, where she was lead manager of various global funds, including the Global Health Sciences Fund, and co-manager of the Trimark Fund. She was also Vice President and Portfolio Manager of global equities at RBC Asset Management. Heather holds a Bachelor of Arts in Economics and Management Studies from the University of Waterloo.

https://www.cifinancial.com/ci-gam/ca/en/portfolio-management/exchange-traded-funds.html

Jeffrey Gundlach is the Chief Executive Officer of DoubleLine. He is recognized as an expert in bonds and other debt-related investments. In 2011, he appeared on the cover of Barron's as "The New Bond King." In 2012, Bloomberg Markets magazine named him one of the "50 Most Influential.” In 2013, Mr. Gundlach was named "Money Manager of the Year" by Institutional Investor. In 2015, Bloomberg Markets magazine again named him one of the "50 Most Influential.” Mr. Gundlach is a graduate of Dartmouth College, summa cum laude, with degrees in Mathematics and Philosophy.

As DoubleLine’s Deputy Chief Investment Officer, Jeffery Sherman oversees and administers DoubleLine’s Investment Management sub-committee, coordinating and implementing policies and processes across the investment teams. He also serves as lead portfolio manager for multi-sector and derivative-based strategies. He is a member of DoubleLine’s Executive Management and Fixed Income Asset Allocation Committees. He can be heard regularly on his podcast, “The Sherman Show” (@ShermanShowPod), where he interviews distinguished guests and gives listeners insight into DoubleLine’s current views.<br><br>In 2018, Money Management Executive named Jeffery Sherman as one of “10 Fund Managers to Watch” in their yearly special report. Prior to joining DoubleLine in 2009, He was a Senior Vice President at TCW Investment Management where he worked as a portfolio manager and quantitative analyst focused on fixed income and real-asset portfolios.<br><br>Mr. Sherman was a statistics and mathematics instructor at both the University of the Pacific and Florida State University. He taught Quantitative Methods for Level I candidates in the CFA LA/USC Review Program for many years. He holds a BS in Applied Mathematics from University of the Pacific and an MS in Financial Engineering from the Claremont Graduate University. He is also a CFA® charterholder.

Andrew Hsu, CFA, Portfolio Manager, Structured Products Mr. Hsu joined DoubleLine at its inception in 2009. He is a portfolio manager for the DoubleLine Total Return and ABS/Infrastructure Income strategies. Mr. Hsu is a permanent member of the Fixed Income Asset Allocation and Structured Product Committees. Prior to that, he was responsible for analysis and trading of structured products where his focus included Residential MBS and ABS transactions.<br><br>Mr. Hsu’s responsibilities have also included structuring and negotiating terms on new issue transactions and forming strategic partnerships with issuing entities in order to participate in key transactions. Prior to DoubleLine, he worked at TCW, where he focused on credit analysis for structured product securities and co-managed two structured product funds focusing on debt and equity investments. During this time, Mr. Hsu was actively involved with portfolio management decisions and investment analysis, including reverse engineering complex CDO/CLO structures. He holds a BS in Finance from the University of Southern California and is a CFA® charterholder.

Mr. Shinoda joined DoubleLine at its inception in 2009. He is a Portfolio Manager and oversees the non-Agency RMBS team which specializes in investing in non-Agency mortgage-backed securities, residential whole loans and other mortgage-related opportunities. Mr. Shinoda is a permanent member of the Fixed Income Asset Allocation and Structured Products Committees. In addition he participates in the Global Asset Allocation Committee. Prior to DoubleLine, Mr. Shinoda was Vice President at TCW where he worked in portfolio management and trading from 2004-2009. He holds a BS in Business Administration from the University of Southern California. Mr. Shinoda is a CFA charterholder.

Mr. Chen joined DoubleLine at its inception in 2009. He is a Portfolio Manager leading the CMBS/CRE Debt Investment team and CRE New Investment Review Group, and is responsible for the oversight and management of all CRE Debt related investments at DoubleLine. Mr. Chen is a permanent member of the Fixed Income Asset Allocation and Structured Products Committees providing valued insight into the CMBS sector. He is also an active participant and speaker at CREFC events. Prior to DoubleLine, Mr. Chen was a Vice President at TCW where he was responsible for CMBS credit analysis and trading from 2004-2009. He holds a BS in Business Administration with concentrations in Business Development and Finance from the University of California, Riverside.

John Shaw, Senior Vice President, Portfolio Manager – Fixed Income, began his career in 1990 and leads the fixed income group’s investment grade and preferred share team. John manages and co-manages numerous award-winning fixed income, balanced, income and growth, and dividend strategies. He brings over 30 years of valued global industry experience to his role at CI GAM, especially in asset allocation as well as portfolio management, analysis, and trading of corporate bonds and preferred shares. Prior to joining CI Global Asset Management in 2004, he worked at Canada Life Assurance for 13 years, including 3 years in London, England, working in the US and UK investment grade market.John holds the Chartered Financial Analyst (CFA) and Financial Risk Management (FRM) designation and a Bachelor of Arts in Economics from Queen’s University. He is also a member of the CFA Society Toronto and Canadian Bond Investors Association.

Leanne Ongaro, Vice President, Portfolio Manager – Fixed Income, began her career with CI in 2004, joining the CI GAM portfolio management team in 2007. She is responsible for investment-grade fixed income assets, focusing on corporate bonds and preferred shares. Leanne holds the CFA designation and a Bachelor of Commerce from the University of Toronto.

Lee Goldman, Senior Vice-President, Portfolio Manager – Equities, brings over 30 years of valuable industry experience to CI GAM and his team. At CI GAM, he is primarily responsible for real estate mandates and convertible bonds. Lee joined CI GAM in 2015 after CI acquired First Asset, which he joined in 2006. Before CI GAM, Lee was the Vice-President, Treasury for M.R.S. Trust Company (a division of Mackenzie Financial), where he was responsible for financing the company’s various loan portfolios, including balance sheet and securitization. Lee also managed a fixed income fund called the Mackenzie Mortgage Fund. Lee holds a Bachelor of Science from Western University, a Master of Business Administration from York University, and is a CFA charterholder. In his spare time, he is a volunteer tutor with Pathways to Education.

Fernanda Fenton, Vice President, Portfolio Manager – Fixed Income, brings over 11 years of investment management experience, with over 15 years in the financial services industry, to her role. At CI GAM, Fernanda is a portfolio manager specializing in global interest rates and emerging markets fixed income. Before CI GAM, Fernanda was an associate portfolio manager at another Canadian asset manager. Prior to that, she spent six years in Latin America debt capital markets and investment banking at Credit Suisse in New York. Fernanda is a CFA charterholder, holds a Master of Business Administration degree from the University of California at Berkeley, and a Bachelor of Arts (Honors) from the Instituto Tecnológico Autónomo de México in Mexico City.

Grant Connor, Vice-President, Portfolio Manager – Fixed Income, joined CI GAM in 2013. He currently assists with the management of CI GAM’s Core and Core Plus. Prior to CI GAM, Grant worked at National Bank Financial as an Associate Analyst covering Canadian Financials. Before that, he worked as an Associate Analyst in Structured Finance at Moody’s Canada. Grant brings 15 years of industry experience to his role, holds a CIM designation, and an MBA and Juris Doctor (JD) from the University of Toronto.

Darren Arrowsmith, Vice-President, Portfolio Manager – Fixed Income, started his career as a member of Scotia Capital’s fixed income team. Since then, he has brought over 25 years of industry experience to his role at CI GAM. Having joined in 2012, Darren is a high yield portfolio manager managing bonds, loans, and convertibles with sector specialties in cable, telecommunication, media, airlines & lessors, and financials. He is also the Co-lead portfolio manager on the CI Floating Rate Income Fund. Prior to CI GAM, Darren was a high yield portfolio manager at Stanton Asset Management in Montreal, and before that, he was a credit analyst & trader at GE Capital in London, UK. Darren holds the CFA designation, a Bachelor of Arts (Honors) from the University of Western Ontario, and a Master of Business Administration from University of Edinburgh Business School.

Brad Benson, Vice President, Portfolio Manager – Fixed Income, has over 22 years of industry experience and is responsible for high yield bonds, convertible bonds, and leveraged loans. Prior to joining CI GAM in 2007, Brad worked at CPP Investment Board in the Principal Investing Group. Before that, he held a role at RBC Capital Markets in the mergers and acquisitions department. Brad holds a Bachelor of Arts in Business Administration (Honors) from the University of Western Ontario and a Master of Science in Finance from the London Business School.

Zoe Li is an Associate Portfolio Manager and a member of CI Multi-Asset Investment Management Committee. In her role, Ms. Li works closely with the portfolio managers to build initial strategic asset allocation models and recommend tactical asset allocation based on market conditions. She also is responsible for cash flow management, trading and assisting in portfolio construction and risk management. Prior to joining the team in 2016, she held the role of compliance officer at CI GAM. She has over eight years of industry experience. Ms. Li holds a Master of Management and Professional Accounting degree from the University of Toronto, the Chartered Professional Accountant designation, and the Chartered Financial Analyst designation.

Adrian Prenc, CFA, FRM, is Co-Chief Investment Officer, Chief Risk Officer of Marret Asset Management Inc. Prior to joining Marret in July 2002, Adrian spent three years with Altamira Investment Services, initially as an Investment Specialist, and more recently as a Research Analyst specializing in corporate debt and high yield. With over 20 years of investment experience, Adrian has been instrumental in developing Marret’s investment and risk management tools and is involved in all aspects of the portfolio management process. Adrian holds a Bachelor of Commerce degree from the University of Toronto, is a CFA Charterholder, and has received numerous awards for academic distinction. He has also received his Financial Risk Manager certification.

Adam Tuer, CFA, PhD, is Co-Chief Investment Officer, Head of Research of Marret Asset Management Inc. Adam joined Marret in January 2013, initially doing research on a consulting basis for the company on Central Bank liquidity and the impact of monetary policy. He joined Marret on a full-time basis in April 2013 as a Research Analyst. Prior to joining Marret, Adam developed optimal hedging strategies on derivatives for CIBC. Adam has a PhD in Physics from the University of Toronto and an HBSc (high distinction) in Physics with a Minor in Mathematics and Chemistry.

Alfred Lam, Senior Vice President, Co-Head of Multi-Asset, joined CI GAM in 2004. He brings over 23 years of industry experience to his portfolio design, asset allocation, portfolio construction, and risk management responsibilities, which include chairing the multi-asset investment management committee and sizing investment bets to drive added value and manage risk. Alfred holds the CFA designation and an MBA from York University Schulich School of Business. He is a recognized leader in multi-asset investing in Canada. During his tenure, his team has won multiple investment awards, including the Morningstar Best Fund of Funds, and saw assets growing four-fold.

Stephen Lingard, Senior Vice President, Co-Head of Multi-Asset, brings first-hand global experience to his role as he has studied and worked in Europe, the US, and Asia over his 27+ year career. He joined CI GAM in 2019 as the multi-asset portfolio and research lead, with a macro, equity and alternative strategy focus. Prior to CI GAM, Stephen was Head of Multi-Asset Solutions with Franklin Templeton (Canada/Asia). Before that, he was an investment manager with Fidelity Investments (US & Canada), and prior to that, he was a Bond dealer at Société Générale Asia (Singapore). Stephen is a CFA charterholder with a BSc from Western University and holds an MBA from EU Business School. He is also a member of the Toronto CFA Society and spends his free time with North Toronto Soccer and Leaside Hockey.

Geof Marshall, SVP, Head of Fixed Income & Lead – Private Markets, joined CI GAM in 2006 and leads the fixed income team and private markets group. Geof is also the lead manager on CI GAM’s income strategies and co-manages the private markets and income & growth funds as well as a number of multi-asset fixed income portfolios. He brings over 25 years of valued industry experience to his role at CI GAM, especially in asset allocation and analyzing, managing, and trading corporate bonds, leveraged loans, and private credit. Prior to CI GAM, Geof was a portfolio manager at Manulife Financial. Geof is a CFA charterholder with a Bachelor of Arts in Political Science from the University of Western Ontario. He is also a member of the CFA Society Toronto and chairs the Investment Committee at the Royal Ontario Museum where he also serves on the Board of Governors.

John Hock is the founder and Chief Investment Officer of Altrinsic Global Advisors. Prior to founding Altrinsic in 2000, Mr. Hock was Senior Vice President, portfolio manager, and member of the Investment Strategy Committee at Hansberger Global Investors. Before joining Hansberger in 1996, Mr. Hock was a vice president and senior analyst in the Global Securities Research and Economics Group at Merrill Lynch, where his analysis focused on overseas equities. He received a BS in Applied Economics from Cornell University and an MBA in Finance from New York University. Mr. Hock holds the Chartered Financial Analyst designation.

Richard joined Black Creek Investment Management in May 2016 as Director of Global Fixed Income. Richard has 17 years experience investing in different levels of the capital structure as an analyst and portfolio manager. Prior to joining Black Creek, Richard spent eight years at Cumberland Private Wealth Management, where he was most recently Portfolio Manager, Fixed Income. Richard joined Cumberland in 2008 as a U.S. Equity Analyst and transitioned to fixed income in 2011, when he assumed all responsibilities for managing the Cumberland Income Fund. Previously, Richard was a Senior Equity Analyst covering global emerging market financial institutions at an independent equity research firm. Richard began his investing career in 2001 as an analyst on a balanced fund at AGF Funds. Richard earned an Honours BA in Economics from the University of Western Ontario. He has been a CFA charterholder since 2002.

Richard joined Black Creek Investment Management in 2008 and has over 32 years of investment management experience as an investment analyst and portfolio manager of international equities. Prior to joining Black Creek, Richard was with AIM Trimark/Trimark Investment Management, where he was responsible for funds with combined assets of $10 billion, including Trimark Europlus, Trimark Global Balanced Fund, Trimark Select Growth Fund, and Trimark Fund. He also has experience managing equity and real estate portfolios with Toronto Dominion Investment Management and with AMHC Alberta Heritage Savings and Trust fund. Richard has a Bachelor of Commerce degree with distinction from the University of Alberta, an MBA from INSEAD (European Institute of Business Administration), has completed programs in Behavioural Finance at Harvard University. He is a member of the Business Advisory Council for the Alberta School of Business.

John Shaw, Senior Vice President, Portfolio Manager – Fixed Income, began his career in 1990 and leads the fixed income group’s investment grade and preferred share team. John manages and co-manages numerous award-winning fixed income, balanced, income and growth, and dividend strategies. He brings over 30 years of valued global industry experience to his role at CI GAM, especially in asset allocation as well as portfolio management, analysis, and trading of corporate bonds and preferred shares. Prior to joining CI Global Asset Management in 2004, he worked at Canada Life Assurance for 13 years, including 3 years in London, England, working in the US and UK investment grade market.John holds the Chartered Financial Analyst (CFA) and Financial Risk Management (FRM) designation and a Bachelor of Arts in Economics from Queen’s University. He is also a member of the CFA Society Toronto and Canadian Bond Investors Association.

Aubrey Hearn, Senior Vice-President, Portfolio Manager & Lead – US & Small Cap Equities, is the Portfolio manager and Lead of US and Small cap equities. He has over 20 years of experience in the industry. Aubrey started as a research analyst at Sentry Investments in 2005 and progressively worked his way up to Head of Equities in 2019. He was later named lead of US and small cap equities at CI GAM in 2022. Aubrey graduated with an Honours Bachelor of Commerce degree from Memorial University. He also holds the Chartered Financial Analyst (CFA) designation. He has won numerous Lipper, Fundata and Morningstar awards in both the small cap and the US equities categories. In 2015, he was named Investment Executive’s Mutual Fund Manager of the Year*, which recognizes exceptional and consistent fund outperformance over 10 years. *Investment Executive (“IE”) selects the Mutual Fund Manager of the Year by ranking all funds with a 10-year performance record in a point-based scoring system. The funds are ranked based on annual returns, IE relative outperformance and quartile performance. Other criteria factored into the methodology include cumulative 10-year returns, management expense rations and correlation to the fund’s benchmark index.

Ali Pervez, Vice-President, Portfolio Manager & Research Lead – Equities, brings over 10 years of industry experience to his role at CI GAM. Ali joined CI GAM in 2016 and is responsible for managing Canadian and global equity portfolios and is the research lead for consumer staples and discretionary. Before joining CI GAM, Ali was the Assistant Vice-President at Barclays Capital, responsible for equity research focused on Canadian telecom, media and technology. Before that, he was an associate analyst at National Bank, responsible for equity research, focused on Canadian consumer. Ali holds the CFA designation, the FSA credential, and Bachelor of Business Administration from Wilfrid Laurier University.

Bunty Mahairhu, Vice-President, Portfolio Manager & Research Lead – Equities, joined CI GAM in 2016 and brings over 15 years of valuable industry experience to his role and team. At CI GAM, Bunty is the Portfolio Manager for global dividend, global financials, Canadian dividend, and Canadian value strategies. He is also the research lead, global financials. Before arriving at CI GAM, Bunty was a senior associate portfolio manager at one of Canada’s largest pension funds. Bunty holds a CFA designation and a Bachelor of Business Administration (Honors) from the Beedie School of Business at Simon Fraser University.

Kevin McSweeney is Senior Vice-President, Portfolio Manager & Lead – Canadian Equities with CI Global Asset Management. He began his professional financial services career in 2000 as a Financial Economist with Finance Canada. Following this, he spent time at Scotiabank, including time in Corporate Credit Risk Management. He has been with CI Investments in a variety of progressively senior roles since August 2008. Kevin began at CI with the high yield bond team as an investment analyst, progressing to portfolio manager. In 2016, he joined the equity team as an infrastructure and real estate specialist portfolio manager. He currently manages or co-manages multibillion-dollar asset pools in a variety of strategies including balanced, income and dividends, infrastructure and real assets, and Canadian and global equities. He was named as lead of Canadian equities for CI GAM in 2022. A native of Halifax, Kevin has a BA from St. Mary’s University, an MBA from Dalhousie University, and a variety of professional designations, including Futures and Options licensing and the Chartered Financial Analyst designation. He has received a variety of professional honours, including Brendan Wood’s “Top Gun” award as voted by Canadian banking professionals, and a Lipper Award for best infrastructure fund in Canada for each of the last three years. He lives in Toronto with his wife and four children.

Lee Goldman, Senior Vice-President, Portfolio Manager – Equities, brings over 30 years of valuable industry experience to CI GAM and his team. At CI GAM, he is primarily responsible for real estate mandates and convertible bonds. Lee joined CI GAM in 2015 after CI acquired First Asset, which he joined in 2006. Before CI GAM, Lee was the Vice-President, Treasury for M.R.S. Trust Company (a division of Mackenzie Financial), where he was responsible for financing the company’s various loan portfolios, including balance sheet and securitization. Lee also managed a fixed income fund called the Mackenzie Mortgage Fund. Lee holds a Bachelor of Science from Western University, a Master of Business Administration from York University, and is a CFA charterholder. In his spare time, he is a volunteer tutor with Pathways to Education.

Bryan Brown, Vice-President, Portfolio Manager – Equities, is a member of the Canadian equity team as lead manager of Canadian growth strategies, which includes the CI Canadian All Cap Equity Income Fund, CI Canadian Equity Fund, and CI Canadian Equity Income Private Trust mandates. He brings over 18 years of experience to his role, is committed to identifying leading growth companies throughout different cycles, and is a member of the technology research team with a focus on Canada. Prior to joining CI GAM in 2013, Bryan was an equity research analyst at Macquarie Capital Markets Canada. Before that, he was a senior staff accountant at Ernst & Young LLP. Bryan is a CPA, CA, and CFA charterholder and holds a Bachelor of Business Administration (Honors) from Wilfrid Laurier University. He is a User Advisory Council (UAC) member of the Canadian Accounting Standards Board and has completed the Options Licensing Course. In addition, having completed the Derivatives Fundamental and Futures Licensing courses, Bryan is a registered Commodity Trading Manager.

Fernanda Fenton, Vice President, Portfolio Manager – Fixed Income, brings over 11 years of investment management experience, with over 15 years in the financial services industry, to her role. At CI GAM, Fernanda is a portfolio manager specializing in global interest rates and emerging markets fixed income. Before CI GAM, Fernanda was an associate portfolio manager at another Canadian asset manager. Prior to that, she spent six years in Latin America debt capital markets and investment banking at Credit Suisse in New York. Fernanda is a CFA charterholder, holds a Master of Business Administration degree from the University of California at Berkeley, and a Bachelor of Arts (Honors) from the Instituto Tecnológico Autónomo de México in Mexico City.

Grant Connor, Vice-President, Portfolio Manager – Fixed Income, joined CI GAM in 2013. He currently assists with the management of CI GAM’s Core and Core Plus. Prior to CI GAM, Grant worked at National Bank Financial as an Associate Analyst covering Canadian Financials. Before that, he worked as an Associate Analyst in Structured Finance at Moody’s Canada. Grant brings 15 years of industry experience to his role, holds a CIM designation, and an MBA and Juris Doctor (JD) from the University of Toronto.

Matthew Strauss, Senior Vice-President and Portfolio Manager, has more than 20 years of global investment experience. Mr. Strauss joined CI in 2011 to help manage currency overlays and oversee the emerging market equity mandates. He is currently also the lead manager on CI Select Global Equity Select Fund and co-manager on the CI Global Income & Growth Fund, as well as being a member of the Asset Allocation Committee. As the lead portfolio manager for the global and emerging market equity mandates, he also provides macroeconomic, country and sector strategies for these mandates. He has extensive international experience, having worked as Chief Strategist at the largest retail bank in Africa and as Senior Fixed Income and Currency Strategist at RBC Capital Markets. Mr. Strauss holds the Chartered Financial Analyst designation, a Bachelor of Commerce degree and an MA in Economics from the University of Stellenbosch, South Africa.

Jack Hall, Vice-President, Portfolio Manager & Co-Lead – Small Cap Equities, joined CI GAM in 2012 and brings over 10 years of industry experience. Prior to joining CI GAM, Jack completed Wilfrid Laurier University co-op terms before joining the company full-time. Jack has a Bachelor of Business Administration (Honors) from Wilfrid Laurier University and holds the CFA designation. He is also a CFA society member and a Lipper and TopGun Award winner.

Robert Swanson, Senior Vice President and Co-Head of Equities – Portfolio Management at CI Global Asset Management (CI GAM), is a seasoned finance professional with over 40 years in investment management. Robert plays a pivotal role in managing the firm's equity portfolio management team in addition to driving its international equity strategies. Before joining CI GAM in 2011, Robert was a lead portfolio manager at Fidelity Investments. His tenure at Fidelity Investments showcased his abilities to manage large-scale funds and navigate complex financial systems. In terms of education, Robert holds a Bachelor of Science in Finance from Northern Illinois University and an MBA from Northwestern University. His academic credentials also include the Chartered Financial Analyst (CFA) designation, further demonstrating his knowledge and commitment to financial analysis and ethics.

Zoe Li is an Associate Portfolio Manager and a member of CI Multi-Asset Investment Management Committee. In her role, Ms. Li works closely with the portfolio managers to build initial strategic asset allocation models and recommend tactical asset allocation based on market conditions. She also is responsible for cash flow management, trading and assisting in portfolio construction and risk management. Prior to joining the team in 2016, she held the role of compliance officer at CI GAM. She has over eight years of industry experience. Ms. Li holds a Master of Management and Professional Accounting degree from the University of Toronto, the Chartered Professional Accountant designation, and the Chartered Financial Analyst designation.

Adam Tuer, CFA, PhD, is Co-Chief Investment Officer, Head of Research of Marret Asset Management Inc. Adam joined Marret in January 2013, initially doing research on a consulting basis for the company on Central Bank liquidity and the impact of monetary policy. He joined Marret on a full-time basis in April 2013 as a Research Analyst. Prior to joining Marret, Adam developed optimal hedging strategies on derivatives for CIBC. Adam has a PhD in Physics from the University of Toronto and an HBSc (high distinction) in Physics with a Minor in Mathematics and Chemistry.

Alfred Lam, Senior Vice President, Co-Head of Multi-Asset, joined CI GAM in 2004. He brings over 23 years of industry experience to his portfolio design, asset allocation, portfolio construction, and risk management responsibilities, which include chairing the multi-asset investment management committee and sizing investment bets to drive added value and manage risk. Alfred holds the CFA designation and an MBA from York University Schulich School of Business. He is a recognized leader in multi-asset investing in Canada. During his tenure, his team has won multiple investment awards, including the Morningstar Best Fund of Funds, and saw assets growing four-fold.

Stephen Lingard, Senior Vice President, Co-Head of Multi-Asset, brings first-hand global experience to his role as he has studied and worked in Europe, the US, and Asia over his 27+ year career. He joined CI GAM in 2019 as the multi-asset portfolio and research lead, with a macro, equity and alternative strategy focus. Prior to CI GAM, Stephen was Head of Multi-Asset Solutions with Franklin Templeton (Canada/Asia). Before that, he was an investment manager with Fidelity Investments (US & Canada), and prior to that, he was a Bond dealer at Société Générale Asia (Singapore). Stephen is a CFA charterholder with a BSc from Western University and holds an MBA from EU Business School. He is also a member of the Toronto CFA Society and spends his free time with North Toronto Soccer and Leaside Hockey.

Geof Marshall, SVP, Head of Fixed Income & Lead – Private Markets, joined CI GAM in 2006 and leads the fixed income team and private markets group. Geof is also the lead manager on CI GAM’s income strategies and co-manages the private markets and income & growth funds as well as a number of multi-asset fixed income portfolios. He brings over 25 years of valued industry experience to his role at CI GAM, especially in asset allocation and analyzing, managing, and trading corporate bonds, leveraged loans, and private credit. Prior to CI GAM, Geof was a portfolio manager at Manulife Financial. Geof is a CFA charterholder with a Bachelor of Arts in Political Science from the University of Western Ontario. He is also a member of the CFA Society Toronto and chairs the Investment Committee at the Royal Ontario Museum where he also serves on the Board of Governors.

As President and Chief Investment Officer, Mr. Lewis leads CI Global Asset Management and oversees the continued development of the firm’s integrated global investment platform. Mr. Lewis has over 20 years of global investing experience and has held senior leadership positions at several organizations, including two of the world’s largest institutional investors. His diverse experience spans asset allocation, portfolio construction, risk management, public and private markets, and fundamental and quantitative strategies. Prior to joining CI GAM in September 2021, Mr. Lewis was Head of Portfolio Construction at the Abu Dhabi Investment Authority (ADIA), one of the world’s largest sovereign wealth funds. His responsibilities included strategic asset allocation, quantitative research and alternative indexing activities, as well as sitting on the executive and tactical asset allocation committees for its Strategy and Planning Department. Prior to ADIA, Mr. Lewis was Senior Vice-President and Deputy Chief Risk Officer at Caisse de dépôt et placement du Québec (CDPQ), where he led a team that analyzed and monitored the risks of both public and private investments in the CDPQ portfolio. He was also a member of the CDPQ asset allocation committee. Mr. Lewis’s previous positions also included Senior Vice-President, Risk Management – Fixed Income and Overlay Strategies at CDPQ and Senior Vice-President, Fixed Income at Natcan Investment Management, where he oversaw a team managing $16 billion in Canadian and global fixed-income assets. He holds a PhD in theoretical physics from Pierre and Marie Curie University (now Sorbonne University), and an M.Sc. in theoretical physics and a B.Sc. in mathematics and physics from Université de Montréal.

https://www.cifinancial.com/ci-gam/ca/en/portfolio-management/exchange-traded-funds.html

David is a founding partner of Picton Mahoney Asset Management, President, and Lead Portfolio Manager responsible for Canadian equity strategies. David has been a prominent presence in the Canadian investment industry for the past several decades. Highlights of his career include launching Synergy Asset Management in 1997 and working as its lead Canadian momentum portfolio manager (some of those mandates he continues to manage today), and spending eight years as Head of Quantitative Research at RBC Dominion Securities, where he was one of the top-ranked analysts in his sector. David holds an Honours Bachelor of Commerce degree from the University of British Columbia.

Jeffrey is Portfolio Manager at Picton Mahoney Asset Management (PMAM), specializing in Canadian equities. Prior to joining PMAM in 2017, Jeffrey was a Vice-President and Senior Portfolio Manager at BMO Global Asset Management where he was the Lead Portfolio Manager for Canadian large-cap equity portfolios (with over $6 billion in assets under management). Prior to that, he spent over a decade at Manulife Asset Management, joining as an Analyst and progressing to Managing Director, Portfolio Manager, with responsibility for Canadian equity portfolios managed with a blend of fundamental and quantitative analysis. Jeffrey holds the Chartered Financial Analyst designation and an Honours Business Administration degree from the Richard Ivey School of Business (University of Western Ontario).

John Shaw, Senior Vice President, Portfolio Manager – Fixed Income, began his career in 1990 and leads the fixed income group’s investment grade and preferred share team. John manages and co-manages numerous award-winning fixed income, balanced, income and growth, and dividend strategies. He brings over 30 years of valued global industry experience to his role at CI GAM, especially in asset allocation as well as portfolio management, analysis, and trading of corporate bonds and preferred shares. Prior to joining CI Global Asset Management in 2004, he worked at Canada Life Assurance for 13 years, including 3 years in London, England, working in the US and UK investment grade market.John holds the Chartered Financial Analyst (CFA) and Financial Risk Management (FRM) designation and a Bachelor of Arts in Economics from Queen’s University. He is also a member of the CFA Society Toronto and Canadian Bond Investors Association.

Peter Hofstra, Senior Vice President, Co-Head of Equities – Research, and Portfolio Manager, brings a depth of experience in both investment and company management to the Equities team. Peter joined CI GAM in 2017 as Senior Portfolio Manager. Immediately before joining CI GAM, he was Chief Investment Officer and Managing Director of Investment Research at Manitou Investment Management, a firm that focuses on private client and institutional money management. He also co-founded a clean technology investment LP, which Manitou acquired. Prior to Manitou, Peter was a portfolio manager at a large mutual fund company where he co-managed a U.S. equity fund and was lead manager of a science and technology fund. Prior to starting his investment career, Peter helped build a technology firm, which went public and where he held the position of VP of Research and Development and was an officer of the company. Peter holds the CFA designation and has a B.Sc. in Chemistry and a Ph.D. in Engineering Physics.

Aubrey Hearn, Senior Vice-President, Portfolio Manager & Lead – US & Small Cap Equities, is the Portfolio manager and Lead of US and Small cap equities. He has over 20 years of experience in the industry. Aubrey started as a research analyst at Sentry Investments in 2005 and progressively worked his way up to Head of Equities in 2019. He was later named lead of US and small cap equities at CI GAM in 2022. Aubrey graduated with an Honours Bachelor of Commerce degree from Memorial University. He also holds the Chartered Financial Analyst (CFA) designation. He has won numerous Lipper, Fundata and Morningstar awards in both the small cap and the US equities categories. In 2015, he was named Investment Executive’s Mutual Fund Manager of the Year*, which recognizes exceptional and consistent fund outperformance over 10 years. *Investment Executive (“IE”) selects the Mutual Fund Manager of the Year by ranking all funds with a 10-year performance record in a point-based scoring system. The funds are ranked based on annual returns, IE relative outperformance and quartile performance. Other criteria factored into the methodology include cumulative 10-year returns, management expense rations and correlation to the fund’s benchmark index.

Greg Quickmire, Vice-President, Portfolio Manager & Research Lead – Equities, joined CI GAM in 2013. He brings over 10 years of industry experience to his role as a portfolio manager, where he is responsible for U.S. and health care specialty products. Prior to this role, Greg led health care and communications service research for another Canadian asset manager. Greg holds an HBA with distinction from the Ivey Business School, is a CFA charterholder, and is a member of CFA Society Toronto.

Ali Pervez, Vice-President, Portfolio Manager & Research Lead – Equities, brings over 10 years of industry experience to his role at CI GAM. Ali joined CI GAM in 2016 and is responsible for managing Canadian and global equity portfolios and is the research lead for consumer staples and discretionary. Before joining CI GAM, Ali was the Assistant Vice-President at Barclays Capital, responsible for equity research focused on Canadian telecom, media and technology. Before that, he was an associate analyst at National Bank, responsible for equity research, focused on Canadian consumer. Ali holds the CFA designation, the FSA credential, and Bachelor of Business Administration from Wilfrid Laurier University.

Curtis Gillis, Vice-President, Portfolio Manager & Research Lead – Equities, brings over 25 years of industry experience to his team and role at CI GAM. Curtis joined CI GAM in 2016 and is part of CI Global Asset Management’s sector equity team. He manages the CI Global Energy & CI Global Resource funds and is also the research sector lead for energy & utilities. Before joining CI GAM, Curtis worked as an associate portfolio manager of resource portfolios for another Canadian investment company. This follows his experience with two asset management firms and experience as a sell-side oilfield services analyst at two brokerage firms. Curtis also has direct industry experience, working in the natural gas trading group of a U.S. oil and gas company. Curtis holds the CPA and CFA designations, a Bachelor of Business Administration (Honors) from Saint Francis Xavier University, and a Master of Business Administration from Dalhousie University.

Bunty Mahairhu, Vice-President, Portfolio Manager & Research Lead – Equities, joined CI GAM in 2016 and brings over 15 years of valuable industry experience to his role and team. At CI GAM, Bunty is the Portfolio Manager for global dividend, global financials, Canadian dividend, and Canadian value strategies. He is also the research lead, global financials. Before arriving at CI GAM, Bunty was a senior associate portfolio manager at one of Canada’s largest pension funds. Bunty holds a CFA designation and a Bachelor of Business Administration (Honors) from the Beedie School of Business at Simon Fraser University.

Jeremy Rosa, Vice-President, Portfolio Manager – Equities, joined CI GAM in 2006. He brings over 17 years of industry experience to his role and team as portfolio manager, US equity. Prior to this role, Jeremy led the research effort in the information technology sector for another Canadian asset manager. Jeremy holds the CFA designation, is a graduate of Financial Planning Management at George Brown College, and is a member of CFA Society Toronto.

Kevin McSweeney is Senior Vice-President, Portfolio Manager & Lead – Canadian Equities with CI Global Asset Management. He began his professional financial services career in 2000 as a Financial Economist with Finance Canada. Following this, he spent time at Scotiabank, including time in Corporate Credit Risk Management. He has been with CI Investments in a variety of progressively senior roles since August 2008. Kevin began at CI with the high yield bond team as an investment analyst, progressing to portfolio manager. In 2016, he joined the equity team as an infrastructure and real estate specialist portfolio manager. He currently manages or co-manages multibillion-dollar asset pools in a variety of strategies including balanced, income and dividends, infrastructure and real assets, and Canadian and global equities. He was named as lead of Canadian equities for CI GAM in 2022. A native of Halifax, Kevin has a BA from St. Mary’s University, an MBA from Dalhousie University, and a variety of professional designations, including Futures and Options licensing and the Chartered Financial Analyst designation. He has received a variety of professional honours, including Brendan Wood’s “Top Gun” award as voted by Canadian banking professionals, and a Lipper Award for best infrastructure fund in Canada for each of the last three years. He lives in Toronto with his wife and four children.

Bryan Brown, Vice-President, Portfolio Manager – Equities, is a member of the Canadian equity team as lead manager of Canadian growth strategies, which includes the CI Canadian All Cap Equity Income Fund, CI Canadian Equity Fund, and CI Canadian Equity Income Private Trust mandates. He brings over 18 years of experience to his role, is committed to identifying leading growth companies throughout different cycles, and is a member of the technology research team with a focus on Canada. Prior to joining CI GAM in 2013, Bryan was an equity research analyst at Macquarie Capital Markets Canada. Before that, he was a senior staff accountant at Ernst & Young LLP. Bryan is a CPA, CA, and CFA charterholder and holds a Bachelor of Business Administration (Honors) from Wilfrid Laurier University. He is a User Advisory Council (UAC) member of the Canadian Accounting Standards Board and has completed the Options Licensing Course. In addition, having completed the Derivatives Fundamental and Futures Licensing courses, Bryan is a registered Commodity Trading Manager.

Jack Hall, Vice-President, Portfolio Manager & Co-Lead – Small Cap Equities, joined CI GAM in 2012 and brings over 10 years of industry experience. Prior to joining CI GAM, Jack completed Wilfrid Laurier University co-op terms before joining the company full-time. Jack has a Bachelor of Business Administration (Honors) from Wilfrid Laurier University and holds the CFA designation. He is also a CFA society member and a Lipper and TopGun Award winner.

Lijon Geeverghese joined CI First Asset in 2014 and is responsible for the index-based strategies of CI First Asset's exchange-traded funds (ETFs). Lijon has over 10 years of ETF experience, including portfolio management, ETF trading and market making. Prior to joining CI First Asset, Lijon was responsible for ETF market making at a large Canadian bank dealer. Lijon is a key point of contact between CI First Asset and the market-making community, providing trade solutions for investment advisors and facilitating effective client ETF transactions. He holds a Masters of Business Administration from the Smith School of Business at Queen's University and holds the Chartered Financial Analyst (CFA) designation.

Zoe Li is an Associate Portfolio Manager and a member of CI Multi-Asset Investment Management Committee. In her role, Ms. Li works closely with the portfolio managers to build initial strategic asset allocation models and recommend tactical asset allocation based on market conditions. She also is responsible for cash flow management, trading and assisting in portfolio construction and risk management. Prior to joining the team in 2016, she held the role of compliance officer at CI GAM. She has over eight years of industry experience. Ms. Li holds a Master of Management and Professional Accounting degree from the University of Toronto, the Chartered Professional Accountant designation, and the Chartered Financial Analyst designation.

Leonie Soltay, Associate Portfolio Manager – Equities, joined CI GAM in 2012 and brings with her over 18 years of industry experience. In her role, Leonie helps manage Canadian, resource, and precious metals portfolios in addition to doing research on commodities and related equities for CI GAM.Prior to joining CI GAM, Leonie was in a sell-side mining research function where she worked at a mining-focused merchant bank.Leonie has a BSc and MSc from University of Toronto and she is a CFA charterholder.

Alfred Lam, Senior Vice President, Co-Head of Multi-Asset, joined CI GAM in 2004. He brings over 23 years of industry experience to his portfolio design, asset allocation, portfolio construction, and risk management responsibilities, which include chairing the multi-asset investment management committee and sizing investment bets to drive added value and manage risk. Alfred holds the CFA designation and an MBA from York University Schulich School of Business. He is a recognized leader in multi-asset investing in Canada. During his tenure, his team has won multiple investment awards, including the Morningstar Best Fund of Funds, and saw assets growing four-fold.

Stephen Lingard, Senior Vice President, Co-Head of Multi-Asset, brings first-hand global experience to his role as he has studied and worked in Europe, the US, and Asia over his 27+ year career. He joined CI GAM in 2019 as the multi-asset portfolio and research lead, with a macro, equity and alternative strategy focus. Prior to CI GAM, Stephen was Head of Multi-Asset Solutions with Franklin Templeton (Canada/Asia). Before that, he was an investment manager with Fidelity Investments (US & Canada), and prior to that, he was a Bond dealer at Société Générale Asia (Singapore). Stephen is a CFA charterholder with a BSc from Western University and holds an MBA from EU Business School. He is also a member of the Toronto CFA Society and spends his free time with North Toronto Soccer and Leaside Hockey.

Moiz Valji, Vice-President, Portfolio Manager – Equities, joined CI GAM in 2018. In his role, Moiz is responsible for portfolio management for the firm’s US Dividend strategy and firmwide investment research. He brings over 12 years of investment industry experience. Prior to joining CI GAM in 2018, Moiz held a senior investment analyst position at a Chicago-based fundamental long/short equity strategy fund. Earlier in his career, he worked at a New York-based financial institution where he was involved in M&A advisory and principal investing across the infrastructure and power sectors. Moiz holds a bachelor’s degree in mathematics from University of Waterloo and an MBA from Columbia University Graduate School of Business with focus on value investing.

Neil Seneviratne is an Associate Portfolio Manager on dividend, income, and growth mandates and a research sector lead for the global, telecommunications, digital infrastructure, and media sectors at CI Global Asset Management. He joined CI GAM in November 2019 and has a deep capital markets background with buy-side and sell-side equity research experience, as well as M&A and corporate finance at a large telecommunication company. Neil holds a Master of Finance degree from the Rotman School of Management and is a CFA charterholder.

John Hock is the founder and Chief Investment Officer of Altrinsic Global Advisors. Prior to founding Altrinsic in 2000, Mr. Hock was Senior Vice President, portfolio manager, and member of the Investment Strategy Committee at Hansberger Global Investors. Before joining Hansberger in 1996, Mr. Hock was a vice president and senior analyst in the Global Securities Research and Economics Group at Merrill Lynch, where his analysis focused on overseas equities. He received a BS in Applied Economics from Cornell University and an MBA in Finance from New York University. Mr. Hock holds the Chartered Financial Analyst designation.

Richard joined Black Creek Investment Management in May 2016 as Director of Global Fixed Income. Richard has 17 years experience investing in different levels of the capital structure as an analyst and portfolio manager. Prior to joining Black Creek, Richard spent eight years at Cumberland Private Wealth Management, where he was most recently Portfolio Manager, Fixed Income. Richard joined Cumberland in 2008 as a U.S. Equity Analyst and transitioned to fixed income in 2011, when he assumed all responsibilities for managing the Cumberland Income Fund. Previously, Richard was a Senior Equity Analyst covering global emerging market financial institutions at an independent equity research firm. Richard began his investing career in 2001 as an analyst on a balanced fund at AGF Funds. Richard earned an Honours BA in Economics from the University of Western Ontario. He has been a CFA charterholder since 2002.

Richard joined Black Creek Investment Management in 2008 and has over 32 years of investment management experience as an investment analyst and portfolio manager of international equities. Prior to joining Black Creek, Richard was with AIM Trimark/Trimark Investment Management, where he was responsible for funds with combined assets of $10 billion, including Trimark Europlus, Trimark Global Balanced Fund, Trimark Select Growth Fund, and Trimark Fund. He also has experience managing equity and real estate portfolios with Toronto Dominion Investment Management and with AMHC Alberta Heritage Savings and Trust fund. Richard has a Bachelor of Commerce degree with distinction from the University of Alberta, an MBA from INSEAD (European Institute of Business Administration), has completed programs in Behavioural Finance at Harvard University. He is a member of the Business Advisory Council for the Alberta School of Business.

John Shaw, Senior Vice President, Portfolio Manager – Fixed Income, began his career in 1990 and leads the fixed income group’s investment grade and preferred share team. John manages and co-manages numerous award-winning fixed income, balanced, income and growth, and dividend strategies. He brings over 30 years of valued global industry experience to his role at CI GAM, especially in asset allocation as well as portfolio management, analysis, and trading of corporate bonds and preferred shares. Prior to joining CI Global Asset Management in 2004, he worked at Canada Life Assurance for 13 years, including 3 years in London, England, working in the US and UK investment grade market.John holds the Chartered Financial Analyst (CFA) and Financial Risk Management (FRM) designation and a Bachelor of Arts in Economics from Queen’s University. He is also a member of the CFA Society Toronto and Canadian Bond Investors Association.

Matthew Strauss, Senior Vice-President and Portfolio Manager, has more than 20 years of global investment experience. Mr. Strauss joined CI in 2011 to help manage currency overlays and oversee the emerging market equity mandates. He is currently also the lead manager on CI Select Global Equity Select Fund and co-manager on the CI Global Income & Growth Fund, as well as being a member of the Asset Allocation Committee. As the lead portfolio manager for the global and emerging market equity mandates, he also provides macroeconomic, country and sector strategies for these mandates. He has extensive international experience, having worked as Chief Strategist at the largest retail bank in Africa and as Senior Fixed Income and Currency Strategist at RBC Capital Markets. Mr. Strauss holds the Chartered Financial Analyst designation, a Bachelor of Commerce degree and an MA in Economics from the University of Stellenbosch, South Africa.

Zoe Li is an Associate Portfolio Manager and a member of CI Multi-Asset Investment Management Committee. In her role, Ms. Li works closely with the portfolio managers to build initial strategic asset allocation models and recommend tactical asset allocation based on market conditions. She also is responsible for cash flow management, trading and assisting in portfolio construction and risk management. Prior to joining the team in 2016, she held the role of compliance officer at CI GAM. She has over eight years of industry experience. Ms. Li holds a Master of Management and Professional Accounting degree from the University of Toronto, the Chartered Professional Accountant designation, and the Chartered Financial Analyst designation.

Adam Tuer, CFA, PhD, is Co-Chief Investment Officer, Head of Research of Marret Asset Management Inc. Adam joined Marret in January 2013, initially doing research on a consulting basis for the company on Central Bank liquidity and the impact of monetary policy. He joined Marret on a full-time basis in April 2013 as a Research Analyst. Prior to joining Marret, Adam developed optimal hedging strategies on derivatives for CIBC. Adam has a PhD in Physics from the University of Toronto and an HBSc (high distinction) in Physics with a Minor in Mathematics and Chemistry.

Alfred Lam, Senior Vice President, Co-Head of Multi-Asset, joined CI GAM in 2004. He brings over 23 years of industry experience to his portfolio design, asset allocation, portfolio construction, and risk management responsibilities, which include chairing the multi-asset investment management committee and sizing investment bets to drive added value and manage risk. Alfred holds the CFA designation and an MBA from York University Schulich School of Business. He is a recognized leader in multi-asset investing in Canada. During his tenure, his team has won multiple investment awards, including the Morningstar Best Fund of Funds, and saw assets growing four-fold.

Stephen Lingard, Senior Vice President, Co-Head of Multi-Asset, brings first-hand global experience to his role as he has studied and worked in Europe, the US, and Asia over his 27+ year career. He joined CI GAM in 2019 as the multi-asset portfolio and research lead, with a macro, equity and alternative strategy focus. Prior to CI GAM, Stephen was Head of Multi-Asset Solutions with Franklin Templeton (Canada/Asia). Before that, he was an investment manager with Fidelity Investments (US & Canada), and prior to that, he was a Bond dealer at Société Générale Asia (Singapore). Stephen is a CFA charterholder with a BSc from Western University and holds an MBA from EU Business School. He is also a member of the Toronto CFA Society and spends his free time with North Toronto Soccer and Leaside Hockey.

Geof Marshall, SVP, Head of Fixed Income & Lead – Private Markets, joined CI GAM in 2006 and leads the fixed income team and private markets group. Geof is also the lead manager on CI GAM’s income strategies and co-manages the private markets and income & growth funds as well as a number of multi-asset fixed income portfolios. He brings over 25 years of valued industry experience to his role at CI GAM, especially in asset allocation and analyzing, managing, and trading corporate bonds, leveraged loans, and private credit. Prior to CI GAM, Geof was a portfolio manager at Manulife Financial. Geof is a CFA charterholder with a Bachelor of Arts in Political Science from the University of Western Ontario. He is also a member of the CFA Society Toronto and chairs the Investment Committee at the Royal Ontario Museum where he also serves on the Board of Governors.

As President and Chief Investment Officer, Mr. Lewis leads CI Global Asset Management and oversees the continued development of the firm’s integrated global investment platform. Mr. Lewis has over 20 years of global investing experience and has held senior leadership positions at several organizations, including two of the world’s largest institutional investors. His diverse experience spans asset allocation, portfolio construction, risk management, public and private markets, and fundamental and quantitative strategies. Prior to joining CI GAM in September 2021, Mr. Lewis was Head of Portfolio Construction at the Abu Dhabi Investment Authority (ADIA), one of the world’s largest sovereign wealth funds. His responsibilities included strategic asset allocation, quantitative research and alternative indexing activities, as well as sitting on the executive and tactical asset allocation committees for its Strategy and Planning Department. Prior to ADIA, Mr. Lewis was Senior Vice-President and Deputy Chief Risk Officer at Caisse de dépôt et placement du Québec (CDPQ), where he led a team that analyzed and monitored the risks of both public and private investments in the CDPQ portfolio. He was also a member of the CDPQ asset allocation committee. Mr. Lewis’s previous positions also included Senior Vice-President, Risk Management – Fixed Income and Overlay Strategies at CDPQ and Senior Vice-President, Fixed Income at Natcan Investment Management, where he oversaw a team managing $16 billion in Canadian and global fixed-income assets. He holds a PhD in theoretical physics from Pierre and Marie Curie University (now Sorbonne University), and an M.Sc. in theoretical physics and a B.Sc. in mathematics and physics from Université de Montréal.

https://www.cifinancial.com/ci-gam/ca/en/portfolio-management/exchange-traded-funds.html

John Shaw, Senior Vice President, Portfolio Manager – Fixed Income, began his career in 1990 and leads the fixed income group’s investment grade and preferred share team. John manages and co-manages numerous award-winning fixed income, balanced, income and growth, and dividend strategies. He brings over 30 years of valued global industry experience to his role at CI GAM, especially in asset allocation as well as portfolio management, analysis, and trading of corporate bonds and preferred shares. Prior to joining CI Global Asset Management in 2004, he worked at Canada Life Assurance for 13 years, including 3 years in London, England, working in the US and UK investment grade market.John holds the Chartered Financial Analyst (CFA) and Financial Risk Management (FRM) designation and a Bachelor of Arts in Economics from Queen’s University. He is also a member of the CFA Society Toronto and Canadian Bond Investors Association.

Leanne Ongaro, Vice President, Portfolio Manager – Fixed Income, began her career with CI in 2004, joining the CI GAM portfolio management team in 2007. She is responsible for investment-grade fixed income assets, focusing on corporate bonds and preferred shares. Leanne holds the CFA designation and a Bachelor of Commerce from the University of Toronto.

Peter Hofstra, Senior Vice President, Co-Head of Equities – Research, and Portfolio Manager, brings a depth of experience in both investment and company management to the Equities team. Peter joined CI GAM in 2017 as Senior Portfolio Manager. Immediately before joining CI GAM, he was Chief Investment Officer and Managing Director of Investment Research at Manitou Investment Management, a firm that focuses on private client and institutional money management. He also co-founded a clean technology investment LP, which Manitou acquired. Prior to Manitou, Peter was a portfolio manager at a large mutual fund company where he co-managed a U.S. equity fund and was lead manager of a science and technology fund. Prior to starting his investment career, Peter helped build a technology firm, which went public and where he held the position of VP of Research and Development and was an officer of the company. Peter holds the CFA designation and has a B.Sc. in Chemistry and a Ph.D. in Engineering Physics.

Chris Couprie, Vice-President, Portfolio Manager & Research Lead – Equities, brings over 20 years of industry experience to his role at CI GAM. Responsible for managing equity portfolios, he is also a research lead for real estate. Prior to joining CI GAM in 2021, Chris was a sell-side real estate analyst for a Canadian investment dealer. Before that, his role included portfolio management at First Asset and another Canadian investment firm. Chris is a CFA charterholder with a Bachelor of Commerce from the University of Toronto.

Bunty Mahairhu, Vice-President, Portfolio Manager & Research Lead – Equities, joined CI GAM in 2016 and brings over 15 years of valuable industry experience to his role and team. At CI GAM, Bunty is the Portfolio Manager for global dividend, global financials, Canadian dividend, and Canadian value strategies. He is also the research lead, global financials. Before arriving at CI GAM, Bunty was a senior associate portfolio manager at one of Canada’s largest pension funds. Bunty holds a CFA designation and a Bachelor of Business Administration (Honors) from the Beedie School of Business at Simon Fraser University.

Jeremy Rosa, Vice-President, Portfolio Manager – Equities, joined CI GAM in 2006. He brings over 17 years of industry experience to his role and team as portfolio manager, US equity. Prior to this role, Jeremy led the research effort in the information technology sector for another Canadian asset manager. Jeremy holds the CFA designation, is a graduate of Financial Planning Management at George Brown College, and is a member of CFA Society Toronto.

Kevin McSweeney is Senior Vice-President, Portfolio Manager & Lead – Canadian Equities with CI Global Asset Management. He began his professional financial services career in 2000 as a Financial Economist with Finance Canada. Following this, he spent time at Scotiabank, including time in Corporate Credit Risk Management. He has been with CI Investments in a variety of progressively senior roles since August 2008. Kevin began at CI with the high yield bond team as an investment analyst, progressing to portfolio manager. In 2016, he joined the equity team as an infrastructure and real estate specialist portfolio manager. He currently manages or co-manages multibillion-dollar asset pools in a variety of strategies including balanced, income and dividends, infrastructure and real assets, and Canadian and global equities. He was named as lead of Canadian equities for CI GAM in 2022. A native of Halifax, Kevin has a BA from St. Mary’s University, an MBA from Dalhousie University, and a variety of professional designations, including Futures and Options licensing and the Chartered Financial Analyst designation. He has received a variety of professional honours, including Brendan Wood’s “Top Gun” award as voted by Canadian banking professionals, and a Lipper Award for best infrastructure fund in Canada for each of the last three years. He lives in Toronto with his wife and four children.

Lee Goldman, Senior Vice-President, Portfolio Manager – Equities, brings over 30 years of valuable industry experience to CI GAM and his team. At CI GAM, he is primarily responsible for real estate mandates and convertible bonds. Lee joined CI GAM in 2015 after CI acquired First Asset, which he joined in 2006. Before CI GAM, Lee was the Vice-President, Treasury for M.R.S. Trust Company (a division of Mackenzie Financial), where he was responsible for financing the company’s various loan portfolios, including balance sheet and securitization. Lee also managed a fixed income fund called the Mackenzie Mortgage Fund. Lee holds a Bachelor of Science from Western University, a Master of Business Administration from York University, and is a CFA charterholder. In his spare time, he is a volunteer tutor with Pathways to Education.

Grant Connor, Vice-President, Portfolio Manager – Fixed Income, joined CI GAM in 2013. He currently assists with the management of CI GAM’s Core and Core Plus. Prior to CI GAM, Grant worked at National Bank Financial as an Associate Analyst covering Canadian Financials. Before that, he worked as an Associate Analyst in Structured Finance at Moody’s Canada. Grant brings 15 years of industry experience to his role, holds a CIM designation, and an MBA and Juris Doctor (JD) from the University of Toronto.

Matthew Strauss, Senior Vice-President and Portfolio Manager, has more than 20 years of global investment experience. Mr. Strauss joined CI in 2011 to help manage currency overlays and oversee the emerging market equity mandates. He is currently also the lead manager on CI Select Global Equity Select Fund and co-manager on the CI Global Income & Growth Fund, as well as being a member of the Asset Allocation Committee. As the lead portfolio manager for the global and emerging market equity mandates, he also provides macroeconomic, country and sector strategies for these mandates. He has extensive international experience, having worked as Chief Strategist at the largest retail bank in Africa and as Senior Fixed Income and Currency Strategist at RBC Capital Markets. Mr. Strauss holds the Chartered Financial Analyst designation, a Bachelor of Commerce degree and an MA in Economics from the University of Stellenbosch, South Africa.

Lijon Geeverghese joined CI First Asset in 2014 and is responsible for the index-based strategies of CI First Asset's exchange-traded funds (ETFs). Lijon has over 10 years of ETF experience, including portfolio management, ETF trading and market making. Prior to joining CI First Asset, Lijon was responsible for ETF market making at a large Canadian bank dealer. Lijon is a key point of contact between CI First Asset and the market-making community, providing trade solutions for investment advisors and facilitating effective client ETF transactions. He holds a Masters of Business Administration from the Smith School of Business at Queen's University and holds the Chartered Financial Analyst (CFA) designation.

Paul Cappelli is Head of Passive overseeing all of Asset Management’s passively managed funds and day-to-day management of the portfolios. Prior to Galaxy, Paul was a Director of Fixed Income at State Street Global Advisors, working in Capital Markets for their ETF Business. Prior to joining SSGA, he was a Director in High Yield sales and trading at Oppenheimer. Paul started his career at HSBC as a Foreign Exchange Analyst before spending nearly 10 years at Citigroup in Fixed Income sales and trading. He is a member of the Monogram Club at the University of Notre Dame where he won a Monogram as member of the Men’s Lacrosse Team from 2000-2004. He is also a supporter of a Walk on Water which promotes therapy through surfing. Paul holds a B.A. in Political Science from the University of Notre Dame.

Adrian Prenc, CFA, FRM, is Co-Chief Investment Officer, Chief Risk Officer of Marret Asset Management Inc. Prior to joining Marret in July 2002, Adrian spent three years with Altamira Investment Services, initially as an Investment Specialist, and more recently as a Research Analyst specializing in corporate debt and high yield. With over 20 years of investment experience, Adrian has been instrumental in developing Marret’s investment and risk management tools and is involved in all aspects of the portfolio management process. Adrian holds a Bachelor of Commerce degree from the University of Toronto, is a CFA Charterholder, and has received numerous awards for academic distinction. He has also received his Financial Risk Manager certification.

Adam Tuer, CFA, PhD, is Co-Chief Investment Officer, Head of Research of Marret Asset Management Inc. Adam joined Marret in January 2013, initially doing research on a consulting basis for the company on Central Bank liquidity and the impact of monetary policy. He joined Marret on a full-time basis in April 2013 as a Research Analyst. Prior to joining Marret, Adam developed optimal hedging strategies on derivatives for CIBC. Adam has a PhD in Physics from the University of Toronto and an HBSc (high distinction) in Physics with a Minor in Mathematics and Chemistry.

Stephen Lingard, Senior Vice President, Co-Head of Multi-Asset, brings first-hand global experience to his role as he has studied and worked in Europe, the US, and Asia over his 27+ year career. He joined CI GAM in 2019 as the multi-asset portfolio and research lead, with a macro, equity and alternative strategy focus. Prior to CI GAM, Stephen was Head of Multi-Asset Solutions with Franklin Templeton (Canada/Asia). Before that, he was an investment manager with Fidelity Investments (US & Canada), and prior to that, he was a Bond dealer at Société Générale Asia (Singapore). Stephen is a CFA charterholder with a BSc from Western University and holds an MBA from EU Business School. He is also a member of the Toronto CFA Society and spends his free time with North Toronto Soccer and Leaside Hockey.

As President and Chief Investment Officer, Mr. Lewis leads CI Global Asset Management and oversees the continued development of the firm’s integrated global investment platform. Mr. Lewis has over 20 years of global investing experience and has held senior leadership positions at several organizations, including two of the world’s largest institutional investors. His diverse experience spans asset allocation, portfolio construction, risk management, public and private markets, and fundamental and quantitative strategies. Prior to joining CI GAM in September 2021, Mr. Lewis was Head of Portfolio Construction at the Abu Dhabi Investment Authority (ADIA), one of the world’s largest sovereign wealth funds. His responsibilities included strategic asset allocation, quantitative research and alternative indexing activities, as well as sitting on the executive and tactical asset allocation committees for its Strategy and Planning Department. Prior to ADIA, Mr. Lewis was Senior Vice-President and Deputy Chief Risk Officer at Caisse de dépôt et placement du Québec (CDPQ), where he led a team that analyzed and monitored the risks of both public and private investments in the CDPQ portfolio. He was also a member of the CDPQ asset allocation committee. Mr. Lewis’s previous positions also included Senior Vice-President, Risk Management – Fixed Income and Overlay Strategies at CDPQ and Senior Vice-President, Fixed Income at Natcan Investment Management, where he oversaw a team managing $16 billion in Canadian and global fixed-income assets. He holds a PhD in theoretical physics from Pierre and Marie Curie University (now Sorbonne University), and an M.Sc. in theoretical physics and a B.Sc. in mathematics and physics from Université de Montréal.

https://www.cifinancial.com/ci-gam/ca/en/portfolio-management/exchange-traded-funds.html

Peter Hofstra, Senior Vice President, Co-Head of Equities – Research, and Portfolio Manager, brings a depth of experience in both investment and company management to the Equities team. Peter joined CI GAM in 2017 as Senior Portfolio Manager. Immediately before joining CI GAM, he was Chief Investment Officer and Managing Director of Investment Research at Manitou Investment Management, a firm that focuses on private client and institutional money management. He also co-founded a clean technology investment LP, which Manitou acquired. Prior to Manitou, Peter was a portfolio manager at a large mutual fund company where he co-managed a U.S. equity fund and was lead manager of a science and technology fund. Prior to starting his investment career, Peter helped build a technology firm, which went public and where he held the position of VP of Research and Development and was an officer of the company. Peter holds the CFA designation and has a B.Sc. in Chemistry and a Ph.D. in Engineering Physics.

Greg Quickmire, Vice-President, Portfolio Manager & Research Lead – Equities, joined CI GAM in 2013. He brings over 10 years of industry experience to his role as a portfolio manager, where he is responsible for U.S. and health care specialty products. Prior to this role, Greg led health care and communications service research for another Canadian asset manager. Greg holds an HBA with distinction from the Ivey Business School, is a CFA charterholder, and is a member of CFA Society Toronto.

Curtis Gillis, Vice-President, Portfolio Manager & Research Lead – Equities, brings over 25 years of industry experience to his team and role at CI GAM. Curtis joined CI GAM in 2016 and is part of CI Global Asset Management’s sector equity team. He manages the CI Global Energy & CI Global Resource funds and is also the research sector lead for energy & utilities. Before joining CI GAM, Curtis worked as an associate portfolio manager of resource portfolios for another Canadian investment company. This follows his experience with two asset management firms and experience as a sell-side oilfield services analyst at two brokerage firms. Curtis also has direct industry experience, working in the natural gas trading group of a U.S. oil and gas company. Curtis holds the CPA and CFA designations, a Bachelor of Business Administration (Honors) from Saint Francis Xavier University, and a Master of Business Administration from Dalhousie University.

Chris Couprie, Vice-President, Portfolio Manager & Research Lead – Equities, brings over 20 years of industry experience to his role at CI GAM. Responsible for managing equity portfolios, he is also a research lead for real estate. Prior to joining CI GAM in 2021, Chris was a sell-side real estate analyst for a Canadian investment dealer. Before that, his role included portfolio management at First Asset and another Canadian investment firm. Chris is a CFA charterholder with a Bachelor of Commerce from the University of Toronto.

Jon Case, Vice-President, Portfolio Manager & Research Lead – Equities, joined CI GAM in 2011 and is the sector lead for materials. Prior to joining CI GAM, Jon was a portfolio manager at another Canadian asset manager. Before that, he was a research analyst specializing in precious metals and a partner at Paradigm Capital, an independent institutional boutique. Prior to equity research Jon held a position at RBC Dominion Securities as an Investment Advisor. Jon is a CFA charterholder, holds a Bachelor of Commerce (Honors) from McMaster University, and a Master of Finance from the University of Toronto. He is a member of the CFA Toronto Society and loves to golf and kitesurf when not playing dad to his two kids.

Kevin McSweeney is Senior Vice-President, Portfolio Manager & Lead – Canadian Equities with CI Global Asset Management. He began his professional financial services career in 2000 as a Financial Economist with Finance Canada. Following this, he spent time at Scotiabank, including time in Corporate Credit Risk Management. He has been with CI Investments in a variety of progressively senior roles since August 2008. Kevin began at CI with the high yield bond team as an investment analyst, progressing to portfolio manager. In 2016, he joined the equity team as an infrastructure and real estate specialist portfolio manager. He currently manages or co-manages multibillion-dollar asset pools in a variety of strategies including balanced, income and dividends, infrastructure and real assets, and Canadian and global equities. He was named as lead of Canadian equities for CI GAM in 2022. A native of Halifax, Kevin has a BA from St. Mary’s University, an MBA from Dalhousie University, and a variety of professional designations, including Futures and Options licensing and the Chartered Financial Analyst designation. He has received a variety of professional honours, including Brendan Wood’s “Top Gun” award as voted by Canadian banking professionals, and a Lipper Award for best infrastructure fund in Canada for each of the last three years. He lives in Toronto with his wife and four children.

Lee Goldman, Senior Vice-President, Portfolio Manager – Equities, brings over 30 years of valuable industry experience to CI GAM and his team. At CI GAM, he is primarily responsible for real estate mandates and convertible bonds. Lee joined CI GAM in 2015 after CI acquired First Asset, which he joined in 2006. Before CI GAM, Lee was the Vice-President, Treasury for M.R.S. Trust Company (a division of Mackenzie Financial), where he was responsible for financing the company’s various loan portfolios, including balance sheet and securitization. Lee also managed a fixed income fund called the Mackenzie Mortgage Fund. Lee holds a Bachelor of Science from Western University, a Master of Business Administration from York University, and is a CFA charterholder. In his spare time, he is a volunteer tutor with Pathways to Education.

Paul Cappelli is Head of Passive overseeing all of Asset Management’s passively managed funds and day-to-day management of the portfolios. Prior to Galaxy, Paul was a Director of Fixed Income at State Street Global Advisors, working in Capital Markets for their ETF Business. Prior to joining SSGA, he was a Director in High Yield sales and trading at Oppenheimer. Paul started his career at HSBC as a Foreign Exchange Analyst before spending nearly 10 years at Citigroup in Fixed Income sales and trading. He is a member of the Monogram Club at the University of Notre Dame where he won a Monogram as member of the Men’s Lacrosse Team from 2000-2004. He is also a supporter of a Walk on Water which promotes therapy through surfing. Paul holds a B.A. in Political Science from the University of Notre Dame.

Steve Kurz is the Global Head of Asset Management at Galaxy and a member of Galaxy’s founding team. In addition, Steve is a member of the firm’s management committee and serves as chair of the ESG Steering Committee. Before joining the firm, he Co-founded Outer Realm, an enterprise focused immersive software company (sold in 2022). Previously, he was a Principal and Head of Business Development at River Birch Capital, where he led global capital formation efforts. Prior to that, he was a Vice President at Fortress Investment Group, where he held strategy, product specialist, and capital formation roles in New York and Singapore. He started his career as a Capital Markets Analyst in the Fixed Income Division of Lehman Brothers. He holds a B.A. in Economics from Cornell University. He also serves as a Term Member of the Council on Foreign Relation.

Adrian Prenc, CFA, FRM, is Co-Chief Investment Officer, Chief Risk Officer of Marret Asset Management Inc. Prior to joining Marret in July 2002, Adrian spent three years with Altamira Investment Services, initially as an Investment Specialist, and more recently as a Research Analyst specializing in corporate debt and high yield. With over 20 years of investment experience, Adrian has been instrumental in developing Marret’s investment and risk management tools and is involved in all aspects of the portfolio management process. Adrian holds a Bachelor of Commerce degree from the University of Toronto, is a CFA Charterholder, and has received numerous awards for academic distinction. He has also received his Financial Risk Manager certification.

Adam Tuer, CFA, PhD, is Co-Chief Investment Officer, Head of Research of Marret Asset Management Inc. Adam joined Marret in January 2013, initially doing research on a consulting basis for the company on Central Bank liquidity and the impact of monetary policy. He joined Marret on a full-time basis in April 2013 as a Research Analyst. Prior to joining Marret, Adam developed optimal hedging strategies on derivatives for CIBC. Adam has a PhD in Physics from the University of Toronto and an HBSc (high distinction) in Physics with a Minor in Mathematics and Chemistry.

Jeffrey Gundlach is the Chief Executive Officer of DoubleLine. He is recognized as an expert in bonds and other debt-related investments. In 2011, he appeared on the cover of Barron's as "The New Bond King." In 2012, Bloomberg Markets magazine named him one of the "50 Most Influential.” In 2013, Mr. Gundlach was named "Money Manager of the Year" by Institutional Investor. In 2015, Bloomberg Markets magazine again named him one of the "50 Most Influential.” Mr. Gundlach is a graduate of Dartmouth College, summa cum laude, with degrees in Mathematics and Philosophy.

As DoubleLine’s Deputy Chief Investment Officer, Jeffery Sherman oversees and administers DoubleLine’s Investment Management sub-committee, coordinating and implementing policies and processes across the investment teams. He also serves as lead portfolio manager for multi-sector and derivative-based strategies. He is a member of DoubleLine’s Executive Management and Fixed Income Asset Allocation Committees. He can be heard regularly on his podcast, “The Sherman Show” (@ShermanShowPod), where he interviews distinguished guests and gives listeners insight into DoubleLine’s current views.<br><br>In 2018, Money Management Executive named Jeffery Sherman as one of “10 Fund Managers to Watch” in their yearly special report. Prior to joining DoubleLine in 2009, He was a Senior Vice President at TCW Investment Management where he worked as a portfolio manager and quantitative analyst focused on fixed income and real-asset portfolios.<br><br>Mr. Sherman was a statistics and mathematics instructor at both the University of the Pacific and Florida State University. He taught Quantitative Methods for Level I candidates in the CFA LA/USC Review Program for many years. He holds a BS in Applied Mathematics from University of the Pacific and an MS in Financial Engineering from the Claremont Graduate University. He is also a CFA® charterholder.

Andrew Hsu, CFA, Portfolio Manager, Structured Products Mr. Hsu joined DoubleLine at its inception in 2009. He is a portfolio manager for the DoubleLine Total Return and ABS/Infrastructure Income strategies. Mr. Hsu is a permanent member of the Fixed Income Asset Allocation and Structured Product Committees. Prior to that, he was responsible for analysis and trading of structured products where his focus included Residential MBS and ABS transactions.<br><br>Mr. Hsu’s responsibilities have also included structuring and negotiating terms on new issue transactions and forming strategic partnerships with issuing entities in order to participate in key transactions. Prior to DoubleLine, he worked at TCW, where he focused on credit analysis for structured product securities and co-managed two structured product funds focusing on debt and equity investments. During this time, Mr. Hsu was actively involved with portfolio management decisions and investment analysis, including reverse engineering complex CDO/CLO structures. He holds a BS in Finance from the University of Southern California and is a CFA® charterholder.

Mr. Shinoda joined DoubleLine at its inception in 2009. He is a Portfolio Manager and oversees the non-Agency RMBS team which specializes in investing in non-Agency mortgage-backed securities, residential whole loans and other mortgage-related opportunities. Mr. Shinoda is a permanent member of the Fixed Income Asset Allocation and Structured Products Committees. In addition he participates in the Global Asset Allocation Committee. Prior to DoubleLine, Mr. Shinoda was Vice President at TCW where he worked in portfolio management and trading from 2004-2009. He holds a BS in Business Administration from the University of Southern California. Mr. Shinoda is a CFA charterholder.

Mr. Chen joined DoubleLine at its inception in 2009. He is a Portfolio Manager leading the CMBS/CRE Debt Investment team and CRE New Investment Review Group, and is responsible for the oversight and management of all CRE Debt related investments at DoubleLine. Mr. Chen is a permanent member of the Fixed Income Asset Allocation and Structured Products Committees providing valued insight into the CMBS sector. He is also an active participant and speaker at CREFC events. Prior to DoubleLine, Mr. Chen was a Vice President at TCW where he was responsible for CMBS credit analysis and trading from 2004-2009. He holds a BS in Business Administration with concentrations in Business Development and Finance from the University of California, Riverside.

David is a founding partner of Picton Mahoney Asset Management, President, and Lead Portfolio Manager responsible for Canadian equity strategies. David has been a prominent presence in the Canadian investment industry for the past several decades. Highlights of his career include launching Synergy Asset Management in 1997 and working as its lead Canadian momentum portfolio manager (some of those mandates he continues to manage today), and spending eight years as Head of Quantitative Research at RBC Dominion Securities, where he was one of the top-ranked analysts in his sector. David holds an Honours Bachelor of Commerce degree from the University of British Columbia.

Michael Kimmel is a founding partner of Picton Mahoney Asset Management and a Portfolio Manager responsible for global and American equity strategies. Michael began his work in the industry in 1998 as both an analyst and associate at N M Rothschild & Sons, a boutique investment bank specializing in mergers and acquisitions. Thereafter, Michael served as an investment analyst at UBS Global Asset Management and Synergy Asset Management. Michael holds a Bachelor of Commerce degree from McGill University and the Chartered Financial Analyst designation.

Michael Kuan is a founding partner of Picton Mahoney Asset Management and a Portfolio Manager responsible for international investments. Michael began his career at Scotia Capital in 1997, where he was a Manager of Market Risk. He then joined Synergy Asset Management in 2002 as an Investment Analyst. Michael holds an MBA from the University of Toronto and the Chartered Financial Analyst designation.

Jeffrey is Portfolio Manager at Picton Mahoney Asset Management (PMAM), specializing in Canadian equities. Prior to joining PMAM in 2017, Jeffrey was a Vice-President and Senior Portfolio Manager at BMO Global Asset Management where he was the Lead Portfolio Manager for Canadian large-cap equity portfolios (with over $6 billion in assets under management). Prior to that, he spent over a decade at Manulife Asset Management, joining as an Analyst and progressing to Managing Director, Portfolio Manager, with responsibility for Canadian equity portfolios managed with a blend of fundamental and quantitative analysis. Jeffrey holds the Chartered Financial Analyst designation and an Honours Business Administration degree from the Richard Ivey School of Business (University of Western Ontario).