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.

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.

Andrey is part of the CI GAM Portfolio Risk and Analytics team providing portfolio managers with quantitative support in the asset allocation and risk management space, as well as directly assisting with investment decisions and portfolio construction for new product launches. Prior to joining CI GAM in 2015, Andrey worked at Ontario Teachers' Pension Plan as an investment analyst on the equity trading desk. At Teachers’, he focused on derivative analysis, building analytical tools, quantitative support and trade risk analytics for top-down, value-add strategies. Andrey started his career in the investment industry in 2010 at National Bank of Canada, after obtaining his M. Fin. in Mathematical Finance from Wilfrid Laurier University. Andrey also holds a B.Sc. in applied mathematics and computer science from Belarusian State University.

Paul leads our due diligence and sourcing efforts for private investments at CI Financial. Among Paul’s more than 30 years of investment experience, he was previously co-CIO, CI RegentAtlantic. Prior to that, Paul served as CIO at Hillview Capital, Gruss & Co., and Robeco-Sage Capital Management (subsequently Arden-Sage, after its acquisition). Paul began his financial career at General Motors, where he spent almost a decade working at both the Treasurer’s Office and General Motors Asset Management, a $90 billion pension manager. Paul holds an MBA in finance and international business from Columbia Business School and a BSBA in finance from Georgetown University.

Peter is the Head of Alternatives at CI Financial. He oversees sourcing, diligence, and administration on behalf of CI’s combined $500 billion, investing in trusted third-party managers to deliver on clients’ goals. Prior to joining CI, Peter served as a partner at Boston Consulting Group, where he was a leader in the asset and wealth management practice. Peter previously led data and Canadian product strategy for WisdomTree Asset Management. Peter started his career at McKinsey & Company and holds a PhD from Scripps Research and a BA from Carleton College.

Brian Huen, Senior Vice-President, Portfolio Manager & Head of Investment Advisory, joined CI GAM in 2015. He brings over 25 years of valued industry experience to his role and team as co-portfolio Manager on CI North American Opportunities Liquid Alternative fund and Head of the Investment Advisory Group. Prior to joining CI GAM, Brian was a Managing Partner, Portfolio Manager, and Head of Trading at 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.