ALTERNATIVES

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.

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.

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.

Jason Goddard, Vice President, Portfolio Manager – Fixed Income, has more than 10 years of industry experience. He joined CI GAM in 2021 and is responsible for managing the CI Alternative Investment Grade Credit Fund, Canada’s first liquid alternative credit fund, which is an actively-managed strategy that invests in North American credits and utilizes non-traditional tools such as leverage, short-selling, and derivative overlays. Before joining CI GAM, Jason managed a Long/Short North American Credit Hedge Fund at another boutique Canadian asset manager. Prior to that, he managed a long-only portfolio consisting of Canadian credit, provincial, municipal, and federal bonds at Portico and Long/Short Credit and global macro hedge funds at Gluskin Sheff & Associates. Jason holds the CFA designation, an MBA (Finance) from Wilfred Laurier, and a Mechanical Engineering Degree from Queen’s University.