Neeraj Jain

Institutional Portfolio Manager, Mawer Investment Management Ltd.
Manager Portfolio

Neeraj Jain is a member of the institutional client management team at Mawer Investment Management Ltd., which he joined in 2020. He is responsible for the management and servicing of institutional clients. Prior to joining Mawer, Mr. Jain was Head of Institutional Business Development at CGOV Asset Management before its acquisition by Fiera Capital in May 2018, after which he focused on institutional clients, Indigenous communities, and consultants in Western Canada. Mr. Jain also worked at AGF Investments as Head of Institutional Global Client service, and began his career in investment management research, working at AIMCO and Mercer Investment Consulting. Mr. Jain earned a Bachelor of Mathematics degree from the University of Waterloo. He is a Chartered Financial Analyst (CFA) charterholder with investment experience since 2003.
www.mawer.com

Conard Dabiet

Senior Managing Director and Senior Portfolio Manager, Manulife Investment Management
Manager Portfolio

Conrad Dabiet, CFA, is a senior managing director and senior portfolio manager for Manulife Investment Management’s Value Equity team. The team has won numerous investment awards and accolades over the past 20 years. The Value Equity team manages multiple strategies for institutional and retail clients including Canadian All Cap Equity, Canadian Large Cap Value Equity, Canadian Focused Equity, Dividend Income, US Dividend, Canadian Balanced, US Balanced and Global Balanced. Conrad is the lead manager for Dividend Income and US Dividend Income strategies. Prior to joining the Value Equity team, Conrad completed Manulife’s Investment Division Rotational Program, which is designed to attract high-caliber, junior professionals and develop their skills in a variety of core competencies within the organization.
www.manulifeim.com

Gary Baker

Director & Portfolio Manager, Connor, Clark & Lunn Investment Management
Manager Portfolio

Gary is co-head of the fundamental equity team. He is responsible for the leadership of the fundamental equity investment and portfolio strategy. He is also on the asset allocation committee, the investment risk management committee, and is a Director of Connor, Clark & Lunn Investment Management Ltd. Gary joined CC&L Investment Management in 2003 as a fundamental equity portfolio manager and previously led the fundamental equity team for 18 years. Prior to joining CC&L Investment Management, Gary worked in engineering, investment analytics, and research positions at various companies across Canada.

Gary holds a Master of Business Administration from the University of Toronto and a Bachelor of Engineering from McMaster University. He is also a CFA charterholder.
www.cclgroup.com

Bryan Brown

VP & Portfolio Manager, CI Global Asset Management
Manager Portfolio

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.

www.cifinancial.com

Tyler Mordy, CFA, CEO, and CIO

Forstrong Global Asset Management
Manager Portfolio

Tyler is now in his third decade of working in the investment industry and has been with Forstrong since 2003. As the firm’s Chief Executive Officer and Chief Investment Officer, he oversees the Portfolio Management team and chairs the firm’s Investment Committee. He is passionate about bringing a global perspective to investors and delivering results to the firm’s clients. Beginning his career as an analyst at Deutsche Asset Management in London, UK, Tyler has become a recognized innovator in the design and application of global macro ETF portfolios. He is widely quoted and interviewed by the financial media for his global investment views.

Tyler is a graduate of the University of British Columbia, with a double major in Mathematics and English Literature. He is also a CFA® charterholder. Tyler doesn’t golf, shoot furry things or have a favourite scotch. He does, however, enjoy travel, cooking and spending time with his family and friends. Although a self-confessed urbanite, Tyler is seldom happier than while hiking the mountains of his Canadian home province, British Columbia.
www.forstrong.com

https://forstrong.com/podcast

Amy Steciuk, CFA & Portfolio Manager

Cougar Global Investments
Manager Portfolio

Amy began her career at the Bank of Canada in the Financial Markets Department, where she reported on interest rates, currencies, and other aspects of global capital markets that influenced the Bank’s setting of monetary policy. In the aftermath of the global financial crisis, through operational duties, she helped support the continuous functioning of Canadian financial markets. Working in the non-profit sector, Amy gained experience performing financial statement analysis and due diligence for donors across a spectrum of Canadian charities. Furthermore, Amy has worked in diverse places including Seoul, South Korea and a French-speaking town in Quebec. Basic knowledge of Mandarin rounds off the demonstration of her interest in exploring foreign cultures. At the University of Western Ontario, Amy earned an Honors BSc in Financial Economics with distinction and is a CFA charterholder.
www.cougarglobal.com

Izet Elmazi, CPA, CA, CFA

Chief Investment Officer, Bristol Gate
Manager Portfolio

Izet joined Bristol Gate in May 2018, bringing almost two decades of experience with him. In his prior roles, he was a Vice President & Portfolio Manager at an emerging high net worth asset manager and, before that, a Portfolio Manager on a team managing approximately $7 billion at a major Canadian bank.

Izet focused his undergraduate studies in accounting, knowing that a broad exposure to a variety of industries and the ability to understand financial statements would be an asset for his true passion, equity analysis. Having recently joined Bristol Gate, he was attracted to the firm because of its singularly focused, concentrated dividend growth investment philosophy. History has proven that a track record of regular dividend increases is an excellent indicator of the underlying health of a business that not only provides compounding over time but also relative stability during periods of stress.
https://www.bristolgate.com/