SECTOR EQUITY

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.

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.

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.

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.

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.