Biographies

Larry Lunn

Larry R. Lunn
CFA; BPE, University of Alberta (1969). Larry is the Chairman of Connor, Clark & Lunn Financial Group Ltd., Chairman & President of Connor, Clark & Lunn Investment Management Ltd. As Chief Investment Officer and leader of the asset allocation team, Larry is responsible for investment policy and setting asset allocation. He also chairs the risk management team.

  Gord MacDougall

Gordon H. MacDougall
CFA; MBA, University of Pittsburgh (1969); BComm, Sir George Williams University (1968). Gord is the Vice Chairman and a Director of Connor, Clark & Lunn Investment Management Ltd. and a member of the client solutions team responsible for institutional client service. Gord is also a Director of the Vancouver Foundation and Chairman of its Investment Committee.

  Gary Baker

Gary Baker
CFA; MBA, University of Toronto (1985); BEng, McMaster University (1984). Gary is the leader of the fundamental Canadian equity team, responsible for fundamental research and analysis and overall portfolio strategy. Gary is a Director of Connor, Clark & Lunn Investment Management Ltd.

  Phillip Cotterill

Phillip J. Cotterill
CFA; BComm, University of British Columbia (1988). Phil is Head of the Client Solutions Team as well as a member of the Fundamental Equity Team, responsible for portfolio strategy. Phil is a Vice President and Director of Connor, Clark & Lunn Investment Management Ltd.

  Brian Eby

Brian Eby
CFA; MBA (1987), BComm (1985), McMaster University. Brian is the leader of the fixed income team, responsible for strategy and research. Brian is a Vice President and Director of Connor, Clark & Lunn Investment Management Ltd.

  Michael Freund

Michael W. Freund
CA; BBusSc, University of Cape Town. Michael is a Managing Partner of the Connor, Clark & Lunn Financial Group and an officer or director of all Connor, Clark & Lunn Group affiliates, including Connor, Clark & Lunn Investment Management Ltd. Michael has played an active role in the group development and has responsibilities that include the oversight of affiliates and governance and financial matters.

  Martin Gerber

Martin L. Gerber
CFA; BComm, University of British Columbia (1991). Martin is the leader of the quantitative equity team. He is also a member of the risk management team and is responsible for derivatives management strategies. Martin is a Director of Connor, Clark & Lunn Investment Management Ltd.

  Warren Stoddart

Warren Stoddart
BA, Trinity College, University of Toronto (1985). Warren is a Managing Partner of the Connor, Clark & Lunn Financial Group and an officer or director of all Connor, Clark & Lunn Group affiliates. Warren is a Vice President and Director of Connor, Clark & Lunn Investment Management Ltd.

  Chris Archbold

Chris G.P. Archbold
CFA; Financial Management Diploma, BC Institute of Technology (1993). Chris is a member of the quantitative equity team, responsible for portfolio management and research. Chris is a Vice President of Connor, Clark & Lunn Investment Management Ltd.

  Johanne Bouchard

Johanne Bouchard
CFA; CMA; DMS; BComm, University of Ottawa (1985). Johanne is a member of the client solutions team, responsible for institutional client service in Ontario and Quebec. Johanne is a Vice President of Connor, Clark & Lunn Investment Management Ltd.

  Mark Bridges

Mark Bridges
CFA; BComm, University of Calgary (1999). Mark is a member of the equity team, responsible for fundamental research and analysis. Mark is a Vice President of Connor, Clark & Lunn Investment Management Ltd.

  Samba Chunduri

Samba Chunduri
MBA, University of Western Ontario (2002); BTech, JN Technical University (1995). Samba is a member of the equity team, responsible for fundamental research and analysis. Samba is a Vice President of Connor, Clark & Lunn Investment Management Ltd.

  David George

David George
CFA; BComm, University of British Columbia (1997). David is a member of the fixed income team, responsible for research and analysis. David is a Vice President of Connor, Clark & Lunn Investment Management Ltd.

  Scott Hackney

W. Scott W. Hackney
BA, University of Western Ontario (1978). Scott is a member of the client solutions team, responsible for institutional client service. Scott is a Vice President of Connor, Clark & Lunn Investment Management Ltd.

  Tate Haggins

Tate Haggins
CFA; BComm, University of British Columbia (2003). Tate is a member of the quantitative equity team, responsible for portfolio management and research. Tate is a Vice President of Connor, Clark & Lunn Investment Management Ltd.

  Steven Huang

Steven B. Huang
CFA; BComm, University of British Columbia (1996). Steven is a member of the quantitative equity team, responsible for portfolio management and research. He is also a member of the asset allocation and risk management teams. Steven is a Vice President of Connor, Clark & Lunn Investment Management Ltd.

  Jance Justice

S. Jane Justice
BMgmt, Capilano College (1986). Jane is a member of the fixed income team, responsible for execution and risk management. She is a Vice President of Connor, Clark & Lunn Investment Management Ltd.

  Chris Kalbfleisch

Chris Kalbfleisch
CFA; MSc, University of Western Ontario (1994); BSc, University of Western Ontario (1993). Chris is a member of the fixed income team, responsible for quantitative research and analysis. Chris is a Vice President of Connor, Clark & Lunn Investment Management Ltd.

  Kathy Leavens

Kathleen A. Leavens
CFA; MBA (1983), BSc (1981), University of British Columbia. Kathy is a member of the client solutions team, responsible for institutional client service. She is also the Compliance Officer for Connor, Clark & Lunn Investment Management Ltd.

  Simon McNair

Simon McNair
PhD, University of Wisconsin-Madison (2000); BA, University of British Columbia (1993). Simon is a member of the fixed income team, responsible for credit analysis, research and corporate security selection. Simon is a Vice President of Connor, Clark & Lunn Investment Management Ltd.

  John Novak

John P. Novak
CFA; MSc, London School of Economics (1997); MBA, University of Toronto (1994); BA, Brock University (1991). John is a member of the equity team, responsible for fundamental research and analysis. John is a Vice President of Connor, Clark & Lunn Investment Management Ltd.

  Dion Roseman

Dion Roseman
CFA; MSc, University of London (1993); BBusSc, University of Cape Town (1991). Dion is a member of the quantitative equity team, responsible for portfolio management and research. Dion is a Vice President of Connor, Clark & Lunn Investment Management Ltd.

  Maxine Smalley

Maxine C. Smalley
CFA; BA, University of British Columbia (1994). Maxine is a member of the client solutions team, responsible for institutional client service. Maxine is a Vice President of Connor, Clark & Lunn Investment Management Ltd.

  Don Towers

Don Towers
CFA; BBA, Simon Fraser University (1991).Don is a member of the equity team. He is the Head Equity Trader for Connor, Clark & Lunn Investment Management Ltd., responsible for trading US and Canadian equities.

  Steven Vertes

Steven Vertes
CFA; HBA, Richard Ivey School of Business; University of Western Ontario (1998). Steven is a member of the equity team, responsible for fundamental research and analysis. Steve is a Vice President of Connor, Clark & Lunn Investment Management Ltd.

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