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.

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.

*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.

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 multibillion-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.

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.

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.

Alan Mannik is a Senior Vice President, Portfolio Manager – Equities with CI Global Asset Management. Alan began his investment career in 2003 at Scotia Merchant Capital Corp., where he worked as a private equity associate. He joined Invesco in 2007 as an investment analyst and was promoted to portfolio manager in 2010. Alan assumed lead management responsibilities for Invesco Select Balanced Fund in January of 2014. He was appointed as lead manager for Invesco Canadian Fund/Class and Invesco Select Canadian Equity Fund in March of 2016. Alan earned an HBA and MBA from the Richard Ivey School of Business at the University of Western Ontario. He is also a CFA charterholder. 

Clayton Zacharias is a Vice President, Portfolio Manager – Equities with CI Global Asset Management. Clayton began his career in the financial services industry in 1994 at PricewaterhouseCoopers, where he worked in progressively senior roles, becoming a manager and vice president in the corporate finance and investment banking group. He joined Invesco in 2002 as an investment analyst and became a portfolio manager in 2006. Clayton assumed lead management responsibilities for Invesco Income Growth Fund in April of 2012. Clayton earned a BBA from Simon Fraser University, and he holds both the Chartered Financial Analyst and Chartered Professional Accountant (Chartered Accountant) designations.

Brian Tidd is a Vice President, Portfolio Manager – Equities with CI Global Asset Management. Brian began his career in 1998 as a corporate banking associate with Scotia Capital and then moved to Bay Street Direct in 2000 to work as an investment banking associate. In 2002 he joined Roynat Capital and later took on the role of Director - National Equity Group. He joined Invesco in 2009 as an investment analyst and was promoted to portfolio manager in early 2012. Brian assumed lead management responsibilities for both Invesco Canadian Plus Dividend Class and Invesco Diversified Yield Class In August of 2014 . In July of 2021, Brian also took on the role of lead manager for Invesco Pure Canadian Equity Fund/Class. Brian earned a BA from the University of Western Ontario, holds an LLB from Osgoode Hall Law School (York University) and graduated from McGill University with an MBA. He is also a CFA charterholder.