INTERNATIONAL AND GLOBAL EQUITY

Matthew has more than 20 years of investment experience, specializing in emerging market assets including equities, fixed income and currencies. He joined CI Global Asset Management in 2011 to oversee the emerging market equity mandates. Matthew is also responsible for providing macroeconomic, country and sector strategies and allocations. 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. Matthew 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.

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.

Phoebe Hong, Vice-President, Portfolio Manager & Research Lead – Hong Kong, joined CI GAM in 2019 and is the lead for Hong Kong office. Prior to joining CI GAM, Phoebe was an associate portfolio manager at Macquarie Asset Management Hong Kong. Ms. Hong holds a Bachelor of Business Administration (Accounting & Finance) from the University of Hong Kong, and a Master of Science in Financial Technology from the Hong Kong University of Science and Technology. She also holds the Chartered Financial Analyst designation and the Financial Risk Manager designation.