CI GAM INSTITUTIONAL

Jennifer Sinopoli is Executive Vice-President and Chief Distribution Officer for CI Global Asset Management and oversees the firm’s national distribution efforts for both the retail and institutional business. She brings extensive experience and deep knowledge of the asset management and wealth management industries to the role. Since joining CI GAM in 2006, she has held progressively senior positions at the firm, building a track record of developing and motivating successful high-performing teams and leading key strategic initiatives.

Jennifer was promoted to her current role in June 2026 and has had a significant impact on the business. She has introduced a new strategic direction for CI GAM Distribution and spearheaded other initiatives, including a modernized structure for the sales team, the enhanced use of data analytics, and building out the ETF Strategy group.

As a key executive, Jennifer is also a lead contributor to the overall Canadian asset management strategy and collaborates with other decision makers across CI Financial to execute on the firm’s strategic priorities and drive growth for CI.

Her career experience includes a management position at RBC Dominion Securities, and roles based in Eastern Ontario as well as Toronto. She graduated from Syracuse University with a B.Sc. degree and holds an MBA from the University of Fredericton.

Jennifer may be reached at jsinopoli@ci.com.

Roberto Katigbak, CFA, is Senior Vice President, Head of Institutional & Alternative Investments Distribution at CI Global Asset Management. In this role, he leads the firm's institutional business and is responsible for the strategic growth and development of relationships with pension plans, foundations, endowments, consultants, family offices, insurance companies, and other institutional investors across Canada. He also leads the distribution strategy for CI GAM's alternative investment platform, driving the adoption and growth of private markets, hedge funds and liquid alternative solutions across institutional and retail wealth channels. Prior to joining CI GAM, Roberto served as Chief Executive Officer of Marret Asset Management, where he led the firm's growth strategy and focused on hedge funds and alternative credit investments. Under his leadership, Marret expanded its presence in the Canadian alternatives market and strengthened its relationships across institutional and wealth management channels. Roberto holds a Finance degree from the John Molson School of Business at Concordia University and is a CFA Charterholder with more than 25 years of investment industry experience spanning institutional asset management, alternative investments, capital raising, distribution strategy, and executive leadership.

In her role as Vice‑President, Institutional Strategy & Partnerships, Sara leads the continued evolution of the firm’s institutional platform and works closely with executive leadership to advance CI Global Asset Management’s (CI GAM) institutional strategy to strengthen market positioning and drive sustainable growth.

Sara brings a decade of experience in asset management spanning retail and institutional distribution, institutional portfolio management, and strategy. Before joining CI GAM in 2020, Sara worked at another large global asset management firm.

Sara is a CFA charterholder, holds a Bachelor of Commerce (Finance) from Concordia University, and volunteers with CFA Society Toronto. She is bilingual in French and English.

Terry is responsible for business development and relationship management aspects of CI GAM's institutional business covering Ontario, the Prairies, West Coast and the Territories. He has over 20 years of experience in the financial services industry.

Prior to joining CI GAM in 2015, Terry worked for Aon Canada's investment consulting practice for four years as an Associate. There, he focused on performance monitoring, investment option reviews and manager research reports for defined benefit and defined contribution pension plans, endowments and foundations.

Terry graduated from the Marketing and Communications program at the British Columbia Institute of Technology and holds the Chartered Investment Manager (CIM®) designation.

Verede is responsible for business development and relationship management aspects of CI GAM's institutional business, covering Quebec and Atlantic Canada. She joined the Institutional Asset Management team in 2017 and has over 16 years of experience in the financial services industry.

Prior to joining CI GAM, Verede worked for 11 years with Mercer Investment Consulting where she focused on asset liability management, performance monitoring, investment structure reviews and manager research reports.

Verede graduated from the University of Montreal with a bachelor’s in actuarial science. She is a Chartered Financial Analyst (CFA®) charterholder, is an Associate of the Society of Actuaries (ASA) and a member of CFA Society Montreal.

Sandip is responsible for business development of the defined contribution/group retirement services market at CI Global Asset Management (GAM), working closely with plan sponsors, group retirement brokers, and record-keepers. He joined the institutional team at CI in 2018 as a product and sales support analyst and has over eight years of experience in the financial services industry.

Prior to joining CI GAM, Sandip was working as a business development associate on the inside sales desk at HollisWealth for a year.

Sandip holds a B.Sc. in Actuarial Science from Western University and has completed the Canadian Securities Course.

Sharad Appadoo is responsible for sales and servicing of a select group of strategic alliance clients like family offices and private wealth firms.  He also assists with servicing the Group Retirement Services (GRS) clients of CI Global Asset Management (GAM).  Since joining CI GAM in 2002 from a small asset management firm that it acquired, he progressed through roles in Client Services, Inside and External Sales (Wholesaler), and National Accounts, before joining the Institutional team.  Sharad has over 25 years of industry experience, with extensive expertise in institutional client management and relationship servicing. Sharad holds an Honours B.Sc. degree from the University of Toronto, with a specialization in Biological Sciences.  He also holds the Chartered Investment Manager (CIM®) designation.

Thomas is an Associate at CI Global Asset Management (CI GAM), supporting general client servicing across the institutional business. Prior to joining CI GAM full‑time in 2024, he held roles across CI Financial in both Investment Services and Client Services. He earned his Honours Bachelor of Commerce from the Ted Rogers School of Management at Toronto Metropolitan University, majoring in Economics with a minor in Finance.

Juvhan is an analyst working on generalist fund coverage and advisory to support the institutional business. Prior to joining CI Global Asset Management (CI GAM) in 2026, he held positions in Mergers and Acquisitions investment banking, alternative/multi-asset class investing and business strategy. Juvhan graduated from the Richard Ivey School of Business with an Honours BA and the University of Western Ontario with a degree in History through the double degree program.