CANADIAN AND U.S. EQUITY

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.

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.

*Associated with CI Global Investments Asia Limited, a firm registered with the Securities and Futures Commission of Hong Kong and an affiliate of CI Global Asset Management.

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.

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 multi-billion 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.

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.

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.

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.

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.