Portfolio Managers - CIBC Private Pools

Alliance Capital acquired Sanford C. Bernstein in October 2000 to form AllianceBernstein. AllianceBernstein Canada Inc. (AB) is a subsidiary of AllianceBernstein L.P.

AB offers a comprehensive range of research, portfolio management, and wealth management services. Headquartered in New York, it has offices in 46 locations in 22 countries. With offices around the world, it can leverage global capabilities to meet the needs of its clients.

Ares Capital Management, an affiliate of Ares Management Corporation (“Ares”), serves as an investment advisor to ASIF. Ares is a leading global alternative investment manager offering clients complementary primary and secondary investment solutions across the credit, private equity, real estate and infrastructure asset classes. As of September 30, 2023, Ares’ global platform had approximately $395 billion of assets under management, with approximately 2,800 employees4 operating across North America, Europe, Asia Pacific and the Middle East.

Barrantagh Investment Management Inc. (Barrantagh), established 1995, provides disciplined portfolio management to individual and institutional investors. The firm is committed to a high level of client service provided directly by its experienced partners.
Barrantagh focuses on preserving clients' capital while generating asset growth through the disciplined application of their value-based investment process.

Brookfield Public Securities Group LLC, is a wholly owned subsidiary of Brookfield Asset Management Inc. (Brookfield). Brookfield is a leading global alternative asset manager specializing in real estate, infrastructure, renewable power, private equity and credit. Utilizing its global reach, access to large-scale capital and operational expertise, Brookfield's clients include public and private pnesion plans, endowments and foundations, sovereign wealth funds, financial institutions, insurance companies and private wealth investors. In 2019, Brookfield accquired a majority interest in Oaktree Fund Advisors, LLC.

CIBC Asset Management is one of Canada's largest asset management firms and provides a broad range of high-quality global investment management solutions to retail and institutional clients.

CIBC Private Wealth Advisors, Inc. (formerly, CIBC Atlantic Trust Private Wealth Management) delivers personalized, integrated and objective wealth management solutions for affluent individuals and multi-generational families, as well as foundations and endowments. Across the U.S., our experienced professionals strive to provide the highest-quality client service with strong investment performance and a fiduciary mindset.

Since firm inception in 1997, Canso has been solely dedicated to managing corporate bonds. The founder, John Carswell, has over 20 years experience. Canso’s investment team is comprised of five portfolio managers and credit analysts, who have demonstrated a solid track record for corporate bond mandates.

Established in 1982, Connor, Clark & Lunn Investment Management Ltd. (CC&L), is one of Canada's leading money management firms dedicated to managing assets for pension fund sponsors, capital accumulation plans, corporations, not-for-profit organizations, mutual funds and individual investors. CC&L is wholly owned by its partners and the CC&L Financial Group.

DoubleLine is an independent, employee-owned money management firm founded in 2009. The firm offers a wide array of investment strategies run by an experienced team of portfolio managers, employing active risk management, in-depth research and innovative product solutions.

Guardian Capital LP was founded in 1962 and is a wholly-owned division of Guardian Capital Group Limited, a public company listed on the Toronto Stock Exchange. Guardian Capital LP is an investment management firm providing investment management services to both institutional and retail clients. Guardian offers balanced fund mandates, specialty Canadian equity, fixed income expertise and investment management for U.S, international and global mandates.

J.P. Morgan Asset Management is a leading investment manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match. J.P. Morgan Asset Management is the marketing name for the investment management businesses of JPMorgan Chase & Co. and its affiliates worldwide.

KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds.

Mackenzie Investments was founded in 1967 and is a leading diversified asset management solutions provider, headquartered in Toronto with additional investment teams in Boston, Dublin and Hong Kong. As part of IGM Financial Inc., a subsidiary of Power Corporation with a history dating back to 1925, Mackenzie benefits from the financial stability of a deep corporate structure while maintaining a boutique investment management profile.

PIMCO Canada, established in 2004, is an integral part of the of the firm's global presence and strategy. Based in Toronto with professionals across the country, the Canadian team are talented PIMCO professionals who can leverage their diverse knowledge and experience to help clients optimize their allocations to both core and non-core strategies.

PIMCO's active investment process combines our top-down macroeconomic view with bottom-up research and analysis to put our best ideas around the world to work in PIMCO portfolios. We believe this approach has enabled us to give our clients an edge by anticipating economic and market developments and forecasting major inflection points – insights that may be especially valuable in today’s uncertain market environment.

Principal Global Equities is a specialized investment management group within Principal Global Investors, a global investment management leader and wholly-owned subsidiary of the Principal Financial Group Inc.

WCM Investment Management (WCM) is an independent, employee-owned asset management firm located in Laguna Beach.

WCM has worked hard to build and maintain an organization that nurtures excellence and innovation. To this end, WCM has kept head-count low, controlled asset growth, aligned employee incentives with clients' long-term goals, and vigorously protected its employee-owned status.