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.