Pat Louis Naccarato

CIBC AM maintains a strong tradition of disciplined investment processes, prudently manages risk and develops customized and innovative solutions for their clients. The firm specializes in a variety of investment solutions such as equities, fixed income, currency management, liability-driven investments, asset allocation and responsible investments.

AIC is a global value manager. In general, the firm invests primarily in the stocks of companies in the finance, commercial services and retail sectors. AIC maintains a low turnover rate. AIC Trust Funds are open-ended value-oriented investments that are managed by AIC's portfolio management team and their sub-advisors that include Third Avenue Management, Ariel Investments, Loomis, Sayles & Company and Brookfield Redding. These funds are available through eight fund groups including AIC Advantage Group, AIC Diversified Group, AIC Focused Group, AIC Specialty Group, AIC Balanced Group, AIC Income Group, AIC Managed Solutions and Copernican. AIC Corporate Fund Inc. allows investors to switch between funds outside their RRSP without realizing taxable capital gains. AIC Corporate Fund Inc. is structured as a corporation rather than a mutual fund trust. It consists of share classes with similar value investment objectives to AIC's most popular trust funds from each of their fund groups. Taxes are deferred leaving more money in a portfolio and increasing the portfolio's growth potential. AIC's Value Leaders Portfolios are single-solution portfolios managed by highly reputable value investing managers. Five portfolios are offered to meet specific needs for investment time horizon, level of risk and financial goals of growth or income. The portfolios cover the entire risk spectrum and consist of broader asset classes with limited exposure to sector-specific mandates. Portfolios are diversified to spread risk through exposure to specialty asset classes including global real estate and infrastructure. AIC also offers a variety of closed-end fund products that are managed with the same value investment approach as all of their funds. These funds offer a fixed number of shares for sale. After the IPO, shares are bought and sold in the secondary market and the market price of the shares is determined by supply and demand rather than net asset value. Copernican Capital offers retail investment products. They mainly manage TSX-listed closed-end products marketed by Canadian broker/dealers. Copernican also manages open-ended mutual funds for AIC. AIC offers a full-line of segregated funds through their partnership with Transamerica Life Canada. These funds use the firm's regular trust funds as their underlying investment. All are managed with AIC's value investment philosophy.

Phillips, Hager & North Investment Management (PHN) offers equity, fixed-income and balanced investment products. The firm offers a variety of equity funds including Canadian, international, emerging markets and sector-specific offerings across all market-caps. They apply a wide variety of investment styles including: value, growth and quality growth at a reasonable price. PHN uses a combination of fundamentals-driven and top-down research. Their fundamental research focuses on individual companies and considers measures such as earnings, growth, balance sheet strength and management quality. Valuation is also an integral part of their process as a stock must be well-priced. The firm's top-down research focuses on economic conditions and the operating climate for a given stock. PHN employs a multiple strategy fixed-income investment approach. Their actively managed funds and investment solutions provide access to a wide range of fixed-income instruments including money market, mortgage securities, Government bonds (federal provincial), corporate bonds, high-yield bonds and foreign bonds.

CPP Investments actively buy and sell public and private investments to build a diversified global portfolio that maximizes long-term returns. The firm invests across all major asset classes: public equities, private equities, real estate, infrastructure and fixed income instruments.

Functions as a College/University

Functions as a College/University

MIML’s expertise covers a full range of asset classes including equity, fixed income and alternative investments. The firm offers a broad range of investment strategies with differentiated investment processes driven by fundamental research. Their equity strategies span Canadian, US, Global/International, Asian and European regions and include a range of market-caps and investment styles. MIML’s fixed income process utilizes multiple sources of alpha supported by a fundamental, research-driven investment approach. The firm offers alternative investment strategies that focus on timber, agriculture, real estate, private equity & mezzanine, oil and gas, private placement debt, and commercial mortgage loans. Their offerings also include liability-driven investments, balanced and asset allocation strategies.

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