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Real Estate & Alternative Investment Managers

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All amounts shown are as of December 31, 2020

ACM ADVISORS LTD.
Jordan Ross, Manager - Fund Operations; 1140 Homer St., Vancouver, BC V6B 2X6
PH: 855-682-4865
eMail: acm@acma.ca
Web: www.acma.ca
1. For how many Canadian pension plans do you provide alternatives management: 78
2. For how many Canadian foundations do you provide alternatives management: 27
3. For how many Canadian endowments do you provide alternatives management: 5
4. Total Canadian alternatives clients: 159
Other: $3,668.6M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $3,500.6M
Principals: 100%
Publicly-held: 0%
Third Party: 0%
Please identify Third Party Owners: $100M
Number Of Alternative Professionals: 18
Year firm was established: 1993
Pooled Accounts: $0.2M

BARINGS
Michael Annis, Managing Director; N/A, Toronto, ON N/A
PH: 416-721-3385
eMail: michael.annis@barings.com
Web: www.barings.com
1. For how many Canadian pension plans do you provide alternatives management: 7
2. For how many Canadian foundations do you provide alternatives management: 1
3. For how many Canadian endowments do you provide alternatives management: 1
4. Total Canadian alternatives clients: 9
Direct Real Estate: $159.7M
Private Equity: $137.3M
Private Debt: $208.3M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $505.4M
Third Party: 100%
Number Of Alternative Professionals: 249
Year firm was established: 1940

BENTALLGREENOAK
Nazmin Gupta, Managing Director, Capital Raising & Investor Relations; 1 York St., Toronto, ON M5J 0B6
PH: 416-681-6261
eMail: nazmin.gupta@bentallgreenoak.com
Web: www.bentallgreenoak.com
1. For how many Canadian pension plans do you provide alternatives management: 96
2. For how many Canadian foundations do you provide alternatives management: 9
3. For how many Canadian endowments do you provide alternatives management: 12
4. Total Canadian alternatives clients: 147
Direct Real Estate: $67,130M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $25,067M
Principals: 31%
Third Party: 69%
Number Of Alternative Professionals: 510
Year firm was established: 1911
Pooled Accounts: $1M

BLACKROCK
Jeffrey Berman, Managing Director; 161 Bay St, Toronto, ON M5J 2S1
PH: 416-358-2555
eMail: jeffrey.berman@blackrock.com
Web: www.blackrock.com/ca
4. Total Canadian alternatives clients: 41
Direct Real Estate: $1,520M
Private Equity: $900M
Private Debt: $470M
Hedge Funds: $3,913M
Multi-Asset/GTAA: $2,256M
Other: $684M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $9,744M
Publicly-held: 100%
Number Of Alternative Professionals: 1009
Year firm was established: 1988

BMO GLOBAL ASSET MANAGEMENT
Ross Kappele, Head of Distribution & Client Management; 100 King St. W. 43rd Floor, Toronto, ON M5X 1A1
PH: 416-359-5217
eMail: Ross.Kappele@bmo.com
Web: www.bmo.ca/institutional
1. For how many Canadian pension plans do you provide alternatives management: 2
2. For how many Canadian foundations do you provide alternatives management: 0
3. For how many Canadian endowments do you provide alternatives management: 1
4. Total Canadian alternatives clients: 3
Direct Real Estate: $11,532M
Private Equity: $1,658M
Private Debt: $2,433M
Alternative Risk Premia: $4,267M
Indirect Real Estate: $4,219M
Multi-Asset/GTAA: $13,889M
Other: $1,056M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $1,098M
Third Party: 100%
Number Of Alternative Professionals: 88
Year firm was established: 1943
Pooled Accounts: $10M
Separately Managed Accounts: $100M

BNY MELLON ASSET MANAGEMENT CANADA LTD.
Michael Parsons, Vice-president Sales and Marketing; 1 York St., Ste. 601, Toronto, ON M5J 0B6
PH: 416-775-5890
eMail: michael.parsons@bnymellon.com
Web: bnymellon.com
1. For how many Canadian pension plans do you provide alternatives management: 6
4. Total Canadian alternatives clients: 6
Private Debt: $151M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $151M

BONNEFIELD FINANCIAL
Andrea Gruza, Vice-president Capital Markets; 141 Adelaide St. W., Ste. 510, Toronto, ON M5H 3L5
PH: 416-309-4487
eMail: agruza@bonnefield.com
Web: www.bonnefield.com
1. For how many Canadian pension plans do you provide alternatives management: 9
3. For how many Canadian endowments do you provide alternatives management: 2
4. Total Canadian alternatives clients: 12
Other: $805M1
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $805M
Principals: 100%
Number Of Alternative Professionals: 25
Year firm was established: 2009
Pooled Accounts: $5M
1 - Canadian farmland

BROOKFIELD ASSET MANAGEMENT
Eric Bonnor, Senior Vice-president; 181 Bay St., Toronto, ON M5J 2T3
PH: 416-956-5162
Web: www.brookfield.com
1. For how many Canadian pension plans do you provide alternatives management: 76
2. For how many Canadian foundations do you provide alternatives management: 25
4. Total Canadian alternatives clients: 200
Direct Real Estate: $10,433.8M
Private Equity: $21,081.2M
Private Debt: $2,489.1M
Indirect Real Estate: $360.4M
Multi-Asset/GTAA: $6,712.2M
Other: $37,682.5M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $78,759.3M
Number Of Alternative Professionals: 1000
Year firm was established: 1899

CENTURION ASSET MANAGEMENT INC.
Vali Lazarescu, Vice-president, Institutional Sales; 25 Sheppard Ave. W., Ste. 1800, Toronto, ON M2N 6S6
PH: 647-390-9790
eMail: vlazarescu@centurion.ca
Web: www.centurion.ca
Direct Real Estate: $2,700M
Private Debt: $700M
Principals: 100%
Number Of Alternative Professionals: 14
Year firm was established: 2003

CI INVESTMENTS INC.
Bradley Hicks, Senior Vice-president; 2 Queen St.E., Toronto, ON M5C 3G7
PH: 416-681-6557
Fax: 416-681-8849
eMail: bhicks@ci.com
Web: ci.com
1. For how many Canadian pension plans do you provide alternatives management: 6
2. For how many Canadian foundations do you provide alternatives management: 0
3. For how many Canadian endowments do you provide alternatives management: 0
4. Total Canadian alternatives clients: 34
Direct Real Estate: $351.1M
Indirect Real Estate: $11.1M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $362.2M
Principals: 8.8%
Publicly-held: 91.2%
Number Of Alternative Professionals: 3
Year firm was established: 1965
Pooled Accounts: $1M
Separately Managed Accounts: $50M

CIBC ASSET MANAGEMENT
Carlo DiLalla, CFA, Managing Director and Head, Institutional Asset Management; 161 Bay St., Ste. 2230, Toronto, ON M5J 2S1
PH: 416-980-2768
Fax: 416-364-4472
eMail: Carlo.DiLalla@cibc.com
Web: www.cibcam-institutional.com
1. For how many Canadian pension plans do you provide alternatives management: 54
3. For how many Canadian endowments do you provide alternatives management: 5
4. Total Canadian alternatives clients: 59
Private Debt: $25.7M
Indirect Real Estate: $2.1M
Other: $7,287.7M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $7,315.6M
Third Party: 100%
Number Of Alternative Professionals: 23
Year firm was established: 1972
Pooled Accounts: $10M
Separately Managed Accounts: $10M

CLARION PARTNERS
Hugh Macdonnell, Managing Director; 230 Park Ave., New York, NY 10169
PH: 212-883-2500
eMail: hugh.macdonnell@clarionpartners.com
Web: www.clarionpartners.com
1. For how many Canadian pension plans do you provide alternatives management: 15
4. Total Canadian alternatives clients: 15
Indirect Real Estate: $2,396M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $2,396M
Principals: 18%
Third Party: 82%
Number Of Alternative Professionals: 280
Year firm was established: 1982

DESJARDINS GLOBAL ASSET MANAGEMENT2
Natalie Bisaillon, Vice-president, Business Development & Client Service; 1, complexe Desjardins C.P. 153, 20e Tour Sud, Montreal, QC H5B 1B4
PH: 877-353-8686
eMail: natalie.bisaillon@desjardins.com
Web: www.desjardins.com/ca/business/investment/global-asset-management/
1. For how many Canadian pension plans do you provide alternatives management: 2
2. For how many Canadian foundations do you provide alternatives management: 0
3. For how many Canadian endowments do you provide alternatives management: 0
4. Total Canadian alternatives clients: 10
Long/short Equities: $0.6M
Other: $6.4M
Third Party: 100%
Number Of Alternative Professionals: 55
Year firm was established: 1998
Pooled Accounts: $10M
Separately Managed Accounts: $50M
2 - Desjardins Gestion internationale d'actifs

FEDERATED HERMES INC.
David Gregoire, CFA,, Vice-president; 1001 Liberty Ave., Pittsburgh, PA 15222-3779
PH: 416-527-1150
Fax: 412-288-1093
eMail: David.Gregoire@FederatedHermes.com
Web: www.FederatedHermes.com
1. For how many Canadian pension plans do you provide alternatives management: 2
2. For how many Canadian foundations do you provide alternatives management: 0
3. For how many Canadian endowments do you provide alternatives management: 0
4. Total Canadian alternatives clients: 2
Direct Real Estate: $10,223M
Private Equity: $5,379M
Private Debt: $883M
Multi-Asset/GTAA: $5,035M
Other: $8,736M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $1,127M
Principals: 10%
Publicly-held: 85%
Third Party: 5%
Number Of Alternative Professionals: 70
Year firm was established: 1955
Pooled Accounts: $2M
Separately Managed Accounts: $20M

FIDELITY CANADA INSTITUTIONAL
Michael Barnett, Executive Vice-president, Institutional; 483 Bay St., Toronto, ON M5G 2N7
PH: 416-217-7773
Fax: 416-307-5511
eMail: michael.barnett@fidelity.ca
Web: institutional.fidelity.ca
1. For how many Canadian pension plans do you provide alternatives management: 3
4. Total Canadian alternatives clients: 3
Direct Real Estate: $2,677.9M
Long/short Equities: $126.4M
Indirect Real Estate: $707.8M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $73.1M
Principals: 100
Number Of Alternative Professionals: 58
Year firm was established: 1987

FIERA CAPITAL CORPORATION
Frederick Chenel, Senior Vice-president and Head of Institutional Distribution; 1981 McGill College Ave., Montreal, QC H3A 3A8
PH: 514-954-3300
eMail: fchenel@fieracapital.com
Web: www.fieracapital.com
1. For how many Canadian pension plans do you provide alternatives management: 28
2. For how many Canadian foundations do you provide alternatives management: 95
3. For how many Canadian endowments do you provide alternatives management: 60
4. Total Canadian alternatives clients: 203
Direct Real Estate: $4,080.5M
Private Equity: $1,003.3M
Private Debt: $1,966.7M
Long/short Equities: $99.4M
Indirect Real Estate: $47M
Multi-Asset/GTAA: $498.2M
Other: $1,798.9M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $7,441.8M
Number Of Alternative Professionals: 80
Year firm was established: 2003
Pooled Accounts: $5M
Separately Managed Accounts: $20M

FRANKLIN TEMPLETON
Bill Tsotsos, Head of Institutional, Canada; 200 King St. W., Toronto, ON M5H 3T4
PH: 416-957-6534
eMail: bill.tsotsos@franklintempleton.ca
Web: www.franklintempleton.ca
1. For how many Canadian pension plans do you provide alternatives management: 19
2. For how many Canadian foundations do you provide alternatives management: 4
3. For how many Canadian endowments do you provide alternatives management: 0
4. Total Canadian alternatives clients: 23
Direct Real Estate: $967.3M
Private Equity: $23M
Private Debt: $30M
Hedge Funds: $322M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $1,342.3M

GUARDIAN CAPITAL LP
Sherry Lee Gregory, Vice-president, Institutional Sales & Consultant Relations; 199 Bay St., Commerce Court W., Ste. 3100, Toronto, ON M5L 1E8
PH: 416-947-4086
eMail: sgregory@guardiancapital.com
Web: www.guardiancapital.com
1. For how many Canadian pension plans do you provide alternatives management: 0
2. For how many Canadian foundations do you provide alternatives management: 0
3. For how many Canadian endowments do you provide alternatives management: 0
4. Total Canadian alternatives clients: 2
Other: $39.3M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $39.3M
Third Party: 100% owned by Guardian Capital Group Limited
Number Of Alternative Professionals: 3
Year firm was established: 1962
Pooled Accounts: $1M

GUARDIAN CAPITAL REAL ESTATE
Frank Bartello, Senior Vice-president; 199 Bay St., Ste. 3100, Toronto, ON M5L 1E8
PH: 416-947-4017
eMail: fbartello@guardiancapital.com
Web: www.guardiancapital.com
1. For how many Canadian pension plans do you provide alternatives management: 2
2. For how many Canadian foundations do you provide alternatives management: 2
3. For how many Canadian endowments do you provide alternatives management: 0
Direct Real Estate: $338M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $338M
Please identify Third Party Owners: $100M
Number Of Alternative Professionals: 4
Year firm was established: 2013
Pooled Accounts: $1M

GWL REALTY ADVISORS INC
Craig Christie, Vice-president, Institutional Investment Solutions; 33 Yonge St., Toronto, ON M5E 1G4
PH: 204-946-4083
eMail: craig.christie@canadalife.com
Web: www.gwlrealtyadvisors.com
Direct Real Estate: $14,710.8M
Principals: 100% The Canada Life Assurance Company
Publicly-held: Great-West Lifeco Inc.
Year firm was established: 1993
Pooled Accounts: $5M

HILLSDALE INVESTMENT MANAGEMENT INC.
Harry Marmer, Executive Vice-president; 1 First Canadian Place, Ste. 5900 100 King St. W., Toronto, ON M5X 1E4
PH: 416-913-3907
Fax: 416-913-3901
eMail: hmarmer@hillsdaleinv.com
Web: www.hillsdaleinv.com
1. For how many Canadian pension plans do you provide alternatives management: 0
2. For how many Canadian foundations do you provide alternatives management: 0
3. For how many Canadian endowments do you provide alternatives management: 0
4. Total Canadian alternatives clients: 1
Hedge Funds: $9M
Long/short Equities: $4M
Alternative Risk Premia: $2M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $4M
Principals: 80%
Third Party: 20%
Number Of Alternative Professionals: 10
Year firm was established: 1996
Pooled Accounts: $5M
Separately Managed Accounts: $50M

HSBC GLOBAL ASSET MANAGEMENT (CANADA) LIMITED
Ramy Zakhere, Vice-president Institutional Sales; 70 York St Ste 300, Toronto, ON M5J 1S9
PH: 416-868-8286
eMail: ramy.x.zakher@hsbc.ca
Web: www.hsbc.ca
1. For how many Canadian pension plans do you provide alternatives management: 0
2. For how many Canadian foundations do you provide alternatives management: 0
3. For how many Canadian endowments do you provide alternatives management: 0
4. Total Canadian alternatives clients: 0
Third Party: 100
Year firm was established: 1980

INVESCO
Michael Peck, Senior Vice-president, Head of Canadian Institutional; 120 Bloor St. E., Ste. 700, Toronto, ON M4W 1B7
PH: 416-324-7679
eMail: michael.peck@invesco.com
Web: www.institutional.invesco.ca
1. For how many Canadian pension plans do you provide alternatives management: 23
2. For how many Canadian foundations do you provide alternatives management: 2
3. For how many Canadian endowments do you provide alternatives management: 1
4. Total Canadian alternatives clients: 28
Direct Real Estate: $1,992.9M
Private Equity: $2.1M
Alternative Risk Premia: $28.2M
Indirect Real Estate: $83.5M
Multi-Asset/GTAA: $220.9M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $2,327.6M
Principals: 17
Publicly-held: 83
Year firm was established: 1935

JPMORGAN ASSET MANAGEMENT (CANADA) INC.
Geoff McLeod, Executive Director; 66 Wellington St. W., Ste. 4500, Toronto, ON M5K 1E7
PH: 416-981-9162
eMail: geoffrey.m.mcleod@jpmorgan.com
Web: jpmorgan.com/institutional
1. For how many Canadian pension plans do you provide alternatives management: 46
2. For how many Canadian foundations do you provide alternatives management: 3
3. For how many Canadian endowments do you provide alternatives management: 1
4. Total Canadian alternatives clients: 55
Direct Real Estate: $431.6M
Private Equity: $525.8M
Long/short Equities: $1,411.4M
Multi-Asset/GTAA: $119.6M
Other: $3,468.5M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $4,425.9M

MANULIFE INVESTMENT MANAGEMENT
Adam Neal, Head of Distribution - Canada; NT5, 200 Bloor St. E., Toronto, ON M4W 1E5
PH: 416-926-3000
eMail: adam_neal@manulifeam.com
Web: www.manulifeim.com
1. For how many Canadian pension plans do you provide alternatives management: 3850
2. For how many Canadian foundations do you provide alternatives management: 63
3. For how many Canadian endowments do you provide alternatives management: 0
4. Total Canadian alternatives clients: 4918
Direct Real Estate: $2,810.9M
Private Equity: $70.8M
Private Debt: $349.2M
Indirect Real Estate: $239.7M
Other: $1,796.7M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $5,267.3M
Third Party: 100%
Number Of Alternative Professionals: 172
Year firm was established: 1949
Pooled Accounts: $5M
Separately Managed Accounts: $10M

MFS INVESTMENT MANAGEMENT CANADA LIMITED
Christine Girvan, Senior Managing Director, Head of Canadian Distribution; 77 King St. W., 35th Floor, Toronto, ON M5K 1B7
PH: 416-361-7273
Fax: 416-862-0167
eMail: cgirvan@mfs.com
Web: www.mfs.com
1. For how many Canadian pension plans do you provide alternatives management: 0
2. For how many Canadian foundations do you provide alternatives management: 0
3. For how many Canadian endowments do you provide alternatives management: 0
4. Total Canadian alternatives clients: 2
Indirect Real Estate: $399.2M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $399.2M
Principals: Up to 20%
Third Party: 80%
Year firm was established: 1924
Pooled Accounts: $3M

MONTRUSCO BOLTON INVESTMENTS
Richard Guay, Vice-president; 1501 McGill College Ave. #1200, Montreal, QC H3A 3M8
PH: 514-282-5465
eMail: guayr@montrusco.com
Web: www.montruscobolton.com/
1. For how many Canadian pension plans do you provide alternatives management: 49
2. For how many Canadian foundations do you provide alternatives management: 3
3. For how many Canadian endowments do you provide alternatives management: 11
4. Total Canadian alternatives clients: 72
Direct Real Estate: $95.5M
Private Equity: $67.3M
Private Debt: $770.9M
Hedge Funds: $32.4M
Other: $36.7M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $1,002.9M
Principals: 33
Third Party: 67
Number Of Alternative Professionals: 3
Year firm was established: 1946

NORTHERN TRUST ASSET MANAGEMENT
David Lester, Senior Vice-president; 1910-145 King St. W., Toronto, ON M5H 1J8
PH: 416-775-2215
eMail: dl101@ntrs.com
Web: ntrs.com
1. For how many Canadian pension plans do you provide alternatives management: 13
2. For how many Canadian foundations do you provide alternatives management: 2
3. For how many Canadian endowments do you provide alternatives management: 0
4. Total Canadian alternatives clients: 16
Direct Real Estate: $280.6M
Private Equity: $51.8M
Private Debt: $16.7M
Hedge Funds: $123.9M
Indirect Real Estate: $107.2M
Other: $63.6M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $643.8M
Publicly-held: 100
Pooled Accounts: $5M
Separately Managed Accounts: $50M

NORTHLEAF CAPITAL PARTNERS
Stephen Foote, Managing Director, Sales; 79 Wellington St. W., 6th floor, Toronto, ON M5K 1N9
PH: 416-477-6164
Fax: 416-304-0195
eMail: stephen.foote@northleafcapital.com
Web: www.northleafcapital.com
1. For how many Canadian pension plans do you provide alternatives management: 68
2. For how many Canadian foundations do you provide alternatives management: 8
3. For how many Canadian endowments do you provide alternatives management: 8
4. Total Canadian alternatives clients: 124
Private Equity: $10.1M
Private Debt: $4.1M
Other: $3.5M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $17.7M
Principals: 50.1%
Third Party: 49.9%
Number Of Alternative Professionals: 153
Year firm was established: 2009
Pooled Accounts: $5M
Separately Managed Accounts: $100M

PH&N INSTITUTIONAL (RBC GAM INC.)
John Skeans, Head of Consultant Relations (Canada); 200 Burrard St., Vancouver, BC V6C 3N5
PH: 604-408-6238
Fax: 604-685-5712
eMail: jskeans@phn.com
Web: institutional.phn.com/
1. For how many Canadian pension plans do you provide alternatives management: 31
2. For how many Canadian foundations do you provide alternatives management: 0
3. For how many Canadian endowments do you provide alternatives management: 13
4. Total Canadian alternatives clients: 112
Direct Real Estate: $158M
Private Debt: $99.8M
Hedge Funds: $1,723.1M
Multi-Asset/GTAA: $246.6M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $2,227.5M
Third Party: 100%
Number Of Alternative Professionals: 5
Year firm was established: 1964

PICTON MAHONEY ASSET MANAGEMENT
Connor Haslip, Vice-president, Institutional Business; 33 Yonge St. - Ste. 830, Toronto, ON M5E 1G4
PH: 416-955-4108
eMail: chaslip@pictonmahoney.com
Web: www.pictonmahoney.com/default.aspx
1. For how many Canadian pension plans do you provide alternatives management: 3
2. For how many Canadian foundations do you provide alternatives management: 2
4. Total Canadian alternatives clients: 7
Hedge Funds: $2,005.9M3
Long/short Equities: $1,448.1M4
Multi-Asset/GTAA: $27.2M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $713.2M
Principals: 100
Number Of Alternative Professionals: 35
Year firm was established: 2004
Pooled Accounts: $1,000,000M
Separately Managed Accounts: $25,000,000M
3 - Includes long/short credit and merger arbitrage mandates offered across OM, Mutual Funds and Liquid Alternatives.
4 - Includes 130/30, Long Short, Market Neutral mandates offered across OM, Mutual Funds and Liquid Alternatives.

PIMCO CANADA CORP.
Patrice Denis, Executive Vice-president; 199 Bay St., 2050, Toronto, ON M5L 1G2
PH: 416-368-3350
Fax: 416-368-3576
eMail: patrice.denis@pimco.com
Web: www.pimco.ca
1. For how many Canadian pension plans do you provide alternatives management: 8
2. For how many Canadian foundations do you provide alternatives management: 2
3. For how many Canadian endowments do you provide alternatives management: 1
4. Total Canadian alternatives clients: 17
Hedge Funds: $4,444M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $4,444M
Principals: PIMCO Canada Corp. established in 2004, is an indirect subsidiary of PIMCO. PIMCO is a limited liability company that is a majority owned subsidiary of Allianz Asset Management (AAM), which is a subsidiary of Allianz SE (Allianz).
Number Of Alternative Professionals: 0
Year firm was established: PIMCO Canada was established in 2004. PIMCO Canada’s parent, Pacific Investment Management Company, LLC (PIMCO) was founded in 1971.
Pooled Accounts: $5M
Separately Managed Accounts: $75M

RUSSELL INVESTMENTS CANADA LIMITED
Andrew Kitchen, Managing Director, Institutional Canada; 100 King St W, Ste. 4510, Toronto, ON M5X 1E4
PH: 866-737-2228
Fax: 416-362-4494
eMail: akitchen@russellinvestments.com
Web: www.russellinvestments.com/ca
4. Total Canadian alternatives clients: 32
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $407.4M

SLC MANAGEMENT
Heather Wolfe, Senior Managing Director, Head of Canadian Business Development; 1 York St., Toronto, ON M5J 0B6
PH: 416-408-7834
eMail: heather.wolfe@slcmanagement.com
Web: www.slcmanagement.com
1. For how many Canadian pension plans do you provide alternatives management: 36
2. For how many Canadian foundations do you provide alternatives management: 0
3. For how many Canadian endowments do you provide alternatives management: 1
4. Total Canadian alternatives clients: 37
Private Debt: $32,429M
Other: $577M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $33,006M
Number Of Alternative Professionals: 84
Year firm was established: 2013

TD ASSET MANAGEMENT INC.
Mark Cestnik, Managing Director; 161 Bay St., 34th Floor, Toronto, ON M5J 2T2
PH: 416-983-7088
eMail: Mark.Cestnik@tdam.com
Web: www.tdaminstitutional.com
1. For how many Canadian pension plans do you provide alternatives management: 154
2. For how many Canadian foundations do you provide alternatives management: 0
3. For how many Canadian endowments do you provide alternatives management: 25
4. Total Canadian alternatives clients: 234
Direct Real Estate: $19,117.8M
Private Debt: $1,662.6M
Other: $5,746.7M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $26,527.1M
Number Of Alternative Professionals: 53
Year firm was established: 1987
Pooled Accounts: $10M

THE CANADA LIFE ASSURANCE COMPANY*
Craig Christie, Vice-president, Institutional Investment Solutions, Group Customer, Canada Life; 100 Osborne St. N., Winnipeg, MB R3C 3A5
PH: 204-946-4083
Fax: 204-946-8818
eMail: institutionalinvestments@canadalife.com
Web: www.canadalife.com/about-us/who-we-are/investing-subsidiaries.html
4. Total Canadian alternatives clients: 0
Private Debt: $199.6M
Other: $3,252.1M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $3,451.7M
Third Party: 100%
Number Of Alternative Professionals: 5
Year firm was established: 1847

TRIOVEST REALTY ADVISORS INC.
Prakash David, Chief Investment Officer; 40 University Ave., Ste. 1200, Toronto, ON M5J 1T1
PH: 416-941-7835
Fax: 416-941-1281
eMail: Pdavid@triovest.com
Web: www.triovest.com
1. For how many Canadian pension plans do you provide alternatives management: 49
2. For how many Canadian foundations do you provide alternatives management: 0
3. For how many Canadian endowments do you provide alternatives management: 0
4. Total Canadian alternatives clients: 49
Direct Real Estate: $102M
Indirect Real Estate: $11,526M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $11,628M
Principals: 100%
Publicly-held: 0%
Third Party: 0%
Number Of Alternative Professionals: 122
Year firm was established: 1985
Separately Managed Accounts: $11,628M

UNIGESTION GROUP
Francis Chartier, Director, Institutional Clients; 1000 Rue de la Gauchetière Ouest, Ste. 2400, Montréal, QC H3B 4W5
PH: 514-448-7497
eMail: clients@unigestion.com
Web: www.unigestion.com
1. For how many Canadian pension plans do you provide alternatives management: 3
2. For how many Canadian foundations do you provide alternatives management: 0
3. For how many Canadian endowments do you provide alternatives management: 0
4. Total Canadian alternatives clients: 7
Private Equity: $141.1M
Alternative Risk Premia: $1.7M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $142.8M
Principals: 71
Third Party: 29
Number Of Alternative Professionals: 49
Year firm was established: 1971
Pooled Accounts: $5M
Separately Managed Accounts: $50M

WELLINGTON MANAGEMENT CANADA ULC
Alan Matijas, Managing Director, Canada; Exchange Tower 130 King St., 18th Floor, Toronto, ON M5V 1E3
PH: 416-847-1350
eMail: AJMatijas@wellington.com
Web: www.wellington.com/en/canada/
Private Equity: $181M
Hedge Funds: $1,038M
Long/short Equities: $892M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $2,112M
Principals: 100%
Year firm was established: 1928

WILLIAM BLAIR
Jason R. Stefanelli, Director, Canada; 125 High St., Ste. 1901, Boston, MA 02110
PH: 617-784-5662
eMail: jstefanelli@williamblair.com
Web: www.williamblair.com
1. For how many Canadian pension plans do you provide alternatives management: 1
2. For how many Canadian foundations do you provide alternatives management: 0
3. For how many Canadian endowments do you provide alternatives management: 0
4. Total Canadian alternatives clients: 1
Multi-Asset/GTAA: $2,272.9M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $11.6M
Principals: 100%
Number Of Alternative Professionals: 12
Year firm was established: 1935
Pooled Accounts: $5M
Separately Managed Accounts: $20M

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