|
Investment Manager
Connor, Clark & Lunn Investment Management Ltd. ("CC&L") is investment advisor for the CLN Portfolio and is responsible for the execution of the investment strategy, including constructing and actively managing the CLN Portfolio and, where possible, mitigating the risks associated with such portfolio. The Manager and CC&LIM are part of the Connor, Clark & Lunn Financial Group ("CC&L") of companies, which collectively manage in financial assets. CC&L was established in 1982 and has offices in Vancouver and Toronto. It is owned fully by its investment professionals and employees. CC&L is one of Canada's largest independent money management firms. It serves a number of institutional investors including major public and private pension plans, endowments and mutual fund companies.
The portfolio management team for the CLN Portfolio is:
Warren Stoddart: BA; University of Toronto. Mr. Stoddart is a director
of CC&LIM, Managing Partner of the Connor, Clark & Lunn Financial Group
and a partner of Connor, Clark & Lunn Investment Management Partnership. Mr.
Stoddart is co-head of the fixed income team responsible for fixed income
management strategy and research and also a member of the risk management
team. Mr. Stoddart has 16 years' experience covering three separate recessionary
periods. In addition to his portfolio management experience, he has participated
in the fixed income market as an employee of an issuer of debt, a principal
lender to investment and sub-investment grade credits and in debt restructuring
and workouts. Brian Eby: CFA; MBA McMaster University. Mr. Eby is a director of
CC&LIM, a partner of Connor, Clark & Lunn Investment Management Partnership,
and co-head of the fixed income team responsible for fixed income management
strategy and research. Mr. Eby has 16 years' experience covering three separate
recessionary periods. His experience in portfolio management includes advising
in the structuring/restructuring of public debt programs and underwriting
of corporate bonds. Jay Menning: CFA; B.Comm University of British Columbia. Mr. Menning
is a partner of Connor, Clark & Lunn Investment Management Partnership. Mr.
Menning is a Corporate Bond Specialist at CC&LIM and is responsible for
credit analysis, research and corporate security selection. Mr. Menning has
extensive experience in mutual fund research, credit analysis and high-yield
bond portfolio management. Jane Justice: B.Mgmt. Capilano College. Ms. Justice is a Partner
of Connor, Clark & Lunn Investment Management Partnership and a member of
the fixed income team responsible for bond trading and risk management. Chris Kalbfleisch: CFA; MSc. Statistics University of Western Ontario. Mr. Kalbfleisch is a partner of Connor, Clark & Lunn Investment Management Partnership and a member of the fixed income team. Mr. Kalbfleisch is a quantitative financial markets specialist and is responsible for research. In addition to his experience with the Investment Advisor, Mr. Kalbfleisch has extensive financial market experience that includes alternative asset portfolio management, derivatives trading and credit risk management.
In addition to these portfolio managers, a team of analysts assists the management of the investment portfolio.
|