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Real Estate & Alternative Investment Managers

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All amounts shown are as of December 31, 2018

ACM ADVISORS LTD.
Chad Mallow, President; 210-1140 Homer St., Vancouver, BC V6B 2X6
PH: 855-682-4865
Fax: 604-682-3265
eMail: cmallow@acma.ca
Web: www.acma.ca/
1. For how many Canadian pension plans do you provide alternatives management: 73
2. For how many Canadian foundations do you provide alternatives management: 9
3. For how many Canadian endowments do you provide alternatives management: 5
4. Total Canadian alternatives clients: 2310
Other: $2,723.4M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $2,540.5M
Principals: 100%
Publicly-held: 0%
Third Party: 0%
Number Of Alternative Professionals: 9
Year firm was established: 1993
Pooled Accounts: $100M

ALLIANCEBERNSTEIN
Wendy Brodkin, Managing Director; 161 Bay St 27th floor, Toronto, ON M5J 2S1
PH: 416-572-2534
Fax: 212-756-4405
eMail: wendy.brodkin@alliancebernstein.com
Web: www.alliancebernstein.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: 3
Direct Real Estate: $134M
Private Debt: $497M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $632M
Principals: 65.16%
Publicly-held: 22.10%
Third Party: 12.74%
Please identify Third Party Owners: $65.2M
Number Of Alternative Professionals: 39
Year firm was established: 1971

ALLIANZ GLOBAL INVESTORS
Stephane Amara, Senior Relationship Manager; 6500 Trans Canada Hwy., Ste. 400, Pointe-Claire, QC H9R 0A5
PH: 514-426-6212
eMail: stephane.amara@allianzgi.com
Web: us.allianzgi.com
Third Party: 100%
Year firm was established: 2005

ARROW CAPITAL MANAGEMENT INC.
Mark Purdy, Managing Director and CIO; 36 Toronto St., Ste. 750, Toronto, ON M5C 2C5
PH: 416-323-0477
eMail: mpurdy@arrow-capital.com
Web: www.arrow-capital.com
Hedge Funds: $635M
Long/short Equities: $235M
Other: $230M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $1,100M
Principals: 100
Number Of Alternative Professionals: 10
Year firm was established: 1999

AUSPICE
Tim Pickering, CIO, Founder; #510, 1000 7th Ave. SW, Calgary, AB T2P 5L5
PH: 888-792-9291
eMail: info@auspicecapital.com
Web: www.auspicecapital.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: 3
3. For how many Canadian endowments do you provide alternatives management: 2
4. Total Canadian alternatives clients: 20
Hedge Funds: $247M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $127M
Principals: 95
Third Party: 5
Number Of Alternative Professionals: 5
Year firm was established: 2006
Pooled Accounts: $0.1M
Separately Managed Accounts: $5M

BARINGS
Michael Annis, Head of Sales and Business Development - Canada; Brookfield Place, 161 Bay St., 27th Floor, Toronto, ON M5J 2S1
PH: 416-572-2400
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: 2
3. For how many Canadian endowments do you provide alternatives management: 0
4. Total Canadian alternatives clients: 9
Private Equity: $120.4M
Private Debt: $389.2M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $509.6M
Third Party: 100%
Number Of Alternative Professionals: 384
Year firm was established: 1940

BENTALL KENNEDY
Michel Cormier, Senior Vice-president Investment Management; 1800 - 1055 Dunsmuir St, Vancouver, BC V7X 1B1
PH: 604-646-2811
eMail: mcormier@bentallkennedy.com
Web: www.bentallkennedy.com
1. For how many Canadian pension plans do you provide alternatives management: 94
2. For how many Canadian foundations do you provide alternatives management: 9
3. For how many Canadian endowments do you provide alternatives management: 11
4. Total Canadian alternatives clients: 142
Direct Real Estate: $22,017M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $22,017M
Principals: 100%
Publicly-held: 0%
Third Party: 0%
Number Of Alternative Professionals: 74
Year firm was established: 1911
Pooled Accounts: $1M
Separately Managed Accounts: $100M

BLACKROCK ASSET MANAGEMENT CANADA LIMITED
Jeffrey Berman, Managing Director; 161 Bay St., Toronto, ON M5J 2S1
PH: 212-810-5518
eMail: Jeffrey.Berman@blackrock.com
Web: www.blackrock.com/ca
4. Total Canadian alternatives clients: 44
Direct Real Estate: $1,291M
Private Equity: $219M
Private Debt: $253M
Hedge Funds: $3,661M
Other: $472M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $5,896M
Number Of Alternative Professionals: 870
Year firm was established: 1988

BMG GROUP INC.
Hema Anganu, Chief Financial Officer; 60 Renfrew Dr, Ste 280, Markham, ON L3R OE1
PH: 905-415-2930
eMail: h.anganu@bmg-group.com
Web: bmg-group.com
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $250,285,052M

BMO GLOBAL ASSET MANAGEMENT
Ross Kappele, Head of Distribution & Client Management; 100 King St. W., 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
3. For how many Canadian endowments do you provide alternatives management: 1
4. Total Canadian alternatives clients: 3
Private Equity: $42.6M
Long/short Equities: $525.8M
Other: $1,406.9M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $1,975.2M
Third Party: 100%
Number Of Alternative Professionals: 74
Year firm was established: 1943
Pooled Accounts: $10M
Separately Managed Accounts: $100M

BNY MELLON ASSET MANAGEMENT
Michael Parson, Vice-president, Sales & Marketing; 200 Wellington St. W., Toronto, ON M5V 3C7
PH: 416-840-8019
eMail: michael.parsons@bnymellon.com
Web: bnymellon.com
1. For how many Canadian pension plans do you provide alternatives management: 3
4. Total Canadian alternatives clients: 3
Private Debt: $73.5M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $73.5M

BROOKFIELD ASSET MANAGEMENT
Eric Bonnor, Senior Vice-president; 181 Bay St., Toronto, ON M5J 2T3
PH: 416-956-5162
eMail: Eric.Bonnor@brookfield.com
Web: www.brookfield.com/
1. For how many Canadian pension plans do you provide alternatives management: 64
2. For how many Canadian foundations do you provide alternatives management: 21
3. For how many Canadian endowments do you provide alternatives management: 21
4. Total Canadian alternatives clients: 113
Direct Real Estate: $10,565M
Private Equity: $9,667M
Private Debt: $2,094M
Other: $26,009M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $48,334M

BROOKFIELD PUBLIC SECURITIES GROUP LLC
Robert Broley, Director, Client Relationship Management; 181 Bay St., Ste. 330, Toronto, ON M5J 2T3
PH: 416-369-2505
Fax: 416-359-8527
eMail: Robert.broley@brookfield.com
Web: www.brookfield.com
1. For how many Canadian pension plans do you provide alternatives management: 4
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: 17
Direct Real Estate: $190M
Multi-Asset/GTAA: $4,342M
Other: $1,412M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $5,767M
Principals: Brookfield Asset Management 100%
Publicly-held: Yes
Number Of Alternative Professionals: 42
Year firm was established: 1989
Pooled Accounts: $1.3M
Separately Managed Accounts: $33M

CAI CAPITAL PARTNERS
Tracey McVicar, Managing Partner; 1000-510 Burrard St., Vancouver, BC V6C 3A8
PH: 604-694-2525
Fax: 604-694-2524
eMail: tmcvicar@caifunds.com
Web: www.caifunds.com
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $200M
Principals: 100%
Year firm was established: 1989

CANADIAN URBAN LIMITED
Larissa Funk, Marketing Coordinator; 10572 105th St., Edmonton, AB T5H 2W7
PH: 780-424-7722
eMail: lfunk@canadianurban.com
Web: www.canadianurban.com
1. For how many Canadian pension plans do you provide alternatives management: 16
2. For how many Canadian foundations do you provide alternatives management: 1
3. For how many Canadian endowments do you provide alternatives management: 0
4. Total Canadian alternatives clients: 17
Direct Real Estate: $789M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $789M
Principals: 100%
Number Of Alternative Professionals: 11
Year firm was established: 1971
Pooled Accounts: $10M
Separately Managed Accounts: $40M

CBRE GLOBAL INVESTORS
Mike McMenomy, Global Co-Head of Investor Services; 601 S. Figueroa St., 49th Floor, Los Angeles, CA 90071
PH: 213-683-4200
eMail: mmcmenomy@cbreglobalinvestors.com
Web: www.cbreglobalinvestors.com
1. For how many Canadian pension plans do you provide alternatives management: 38
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: 44
Direct Real Estate: $81,925M
Private Equity: $3,186M
Private Debt: $580M
Indirect Real Estate: $32,441M
Other: $22,749M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $13,557M
Number Of Alternative Professionals: 437
Year firm was established: 1972

CENTURION ASSET MANAGEMENT INC.
Paul Mayer, Executive Vice-president, Investment Sales; 25 Sheppard Ave. W., Ste. 710, Toronto, ON M4W 2L1
PH: 416-733-5622
eMail: pmayer@centurion.ca
Web: www.centurion.ca
Direct Real Estate: $1,400M
Private Debt: $670M
Number Of Alternative Professionals: 178
Year firm was established: 2003
Pooled Accounts: $0.5M
Separately Managed Accounts: $50M

CI INSTITUTIONAL ASSET MANAGEMENT
Tom Johnston, President, CI Institutional Asset Management; 2 Queen St. E., 19th Floor, Toronto, ON M5C 3G7
PH: 416-681-7084
Fax: 416-681-8849
eMail: tjohnston@ci.com
Web: www.ciinstitutional.com
1. For how many Canadian pension plans do you provide alternatives management: 5
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
Direct Real Estate: $250M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $250M
Principals: 7.2%
Publicly-held: 92.8%
Number Of Alternative Professionals: 85
Year firm was established: 1965
Pooled Accounts: $2.7M
Separately Managed Accounts: $2.7M

CIBC ASSET MANAGEMENT
Doug MacDonald, CFA, Managing Director & Global Head of Distribution; 18 York St.., Ste..1400, Toronto, ON M5J 2T8
PH: 416-780-5739
Fax: 416-364-3286
eMail: Doug.MacDonald@cibc.com
Web: www.cibcam-institutional.com
1. For how many Canadian pension plans do you provide alternatives management: 19
2. For how many Canadian foundations do you provide alternatives management: 1
3. For how many Canadian endowments do you provide alternatives management: 0
4. Total Canadian alternatives clients: 20
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $9,495.4M
Third Party: 100%
Number Of Alternative Professionals: 17
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: ContactClarionPartners@clarionpartners.com
Web: www.clarionpartners.com
1. For how many Canadian pension plans do you provide alternatives management: 11
4. Total Canadian alternatives clients: 11
Indirect Real Estate: $66,301M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $2,033M
Principals: 18%
Third Party: 82%
Number Of Alternative Professionals: 263
Year firm was established: 1982

CONNOR, CLARK & LUNN FINANCIAL GROUP LTD.
Kabir Atta, Consultant Database Associate; 130 King St W., Toronto, ON M5X 1C8
PH: 416-862-8079
eMail: katta@cclgroup.com
Web: www.cclgroup.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: 23
3. For how many Canadian endowments do you provide alternatives management: 1
4. Total Canadian alternatives clients: 139
Direct Real Estate: $3,870M
Private Equity: $194.3M
Private Debt: $119.2M
Long/short Equities: $5,944.2M
Multi-Asset/GTAA: $1,322.2M
Other: $889M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $12,338.9M
Principals: 100
Number Of Alternative Professionals: 110
Year firm was established: 2002
Pooled Accounts: $5M
Separately Managed Accounts: $10M

FEDERATED INVESTORS, INC.
David Gregoire, CFA,, Vice-president; 1001 Liberty Ave., Pittsburgh, PA 15222
PH: 416-527-1150
Fax: 412-288-1093
eMail: dgregoire@federatedinv.com
Web: www.federatedinvestors.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: 0
Principals: 15.00
Publicly-held: 85.00
Number Of Alternative Professionals: 6
Year firm was established: 1955
Separately Managed Accounts: $25M

FENGATE ASSET MANAGEMENT
Kevin Reid, Executive Vice-president, Investor Relations; 77 King St. W., Ste. 4230, Toronto, ON M5K 1H1
PH: 905-491-6566
Fax: 905-491-6598
eMail: investorrelations@fengate.com
Web: fengate.com/
4. Total Canadian alternatives clients: 20
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $3,500M
Principals: 100%
Number Of Alternative Professionals: 140
Year firm was established: 1974

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: 2
4. Total Canadian alternatives clients: 2
Direct Real Estate: $2,216M
Indirect Real Estate: $571.4M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $60.2M
Principals: 100
Number Of Alternative Professionals: 37
Year firm was established: 1987

FRANKLIN TEMPLETON
Matthew Williams, Head of Institutional; 200 King St. W., Ste. 1400, Toronto, ON M5H 3T4
PH: 416-957-6000
eMail: matthew.williams@franklintempleton.ca
Web: www.franklintempleton.ca
Direct Real Estate: $1,228M
Private Equity: $1,305M
Private Debt: $35,456M
Hedge Funds: $8,458M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $500M
Principals: 36%
Publicly-held: 64%
Number Of Alternative Professionals: 200
Year firm was established: 1947
Pooled Accounts: $2M
Separately Managed Accounts: $20M

GOLDMAN SACHS ASSET MANAGEMENT, LP
Amy Brown, Managing Director; 200 West St., New York, NY 10282
PH: 212-357-5422
eMail: Amy.Brown@gs.com
Web: www.gs.com
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $3,625M
Year firm was established: 1988

GREAT-WEST LIFE ASSURANCE COMPANY
Craig Christie, Vice-president, Institutional Investment Solutions; 100 Osborne St. N., Winnipeg, MB R3C 3A5
PH: 204-946-4083
Fax: 204-946-8818
eMail: institutionalinvestmentsolutions@gwl.ca
Web: www.greatwestlife.com/001/Home/Corporate_Information/Investment_Operations/index.htm
Direct Real Estate: $4,746.9M
Private Debt: $167.5M
Other: $3,243.9M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $4,152.1M
Principals: 100%
Year firm was established: GWL Reatly Advisors 1993 and GLC Asset Management (Portico Investment Management a division of GLC 2012) 2011
Pooled Accounts: $5M
Separately Managed Accounts: $25M

GUARDIAN CAPITAL LP
Robin Lacey, Head of Institutional Asset Management; 199 Bay St., Ste. 3100, Toronto, ON M5L 1E8
PH: 416-947-4082
Fax: 416-364-9634
eMail: rlacey@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: $53.4M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $53.4M
Third Party: 100% owned by Guardian Capital Group Limited
Number Of Alternative Professionals: 4
Year firm was established: 1962
Pooled Accounts: $1M
Separately Managed Accounts: $5M

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
4. Total Canadian alternatives clients: 23
Direct Real Estate: $280M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $280M
Please identify Third Party Owners: $100M
Number Of Alternative Professionals: 4
Year firm was established: 2012
Pooled Accounts: $1M

HILLSDALE INVESTMENT MANAGEMENT
Harry Marmer, Excecutive 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: $11M
Long/short Equities: $8M
Alternative Risk Premia: $1M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $5M
Principals: 80
Third Party: 20
Number Of Alternative Professionals: 8
Year firm was established: 1996
Pooled Accounts: $5M
Separately Managed Accounts: $50M

INSTARAGF ASSET MANAGEMENT INC.
Sarah Borg-Olivier, Senior Vice-president; 66 Wellington St. W., Ste. 3100, Toronto, ON M5K 1E9
PH: 416-815-6260
eMail: info@instaragf.com
Web: www.instaragf.com
1. For how many Canadian pension plans do you provide alternatives management: 5
2. For how many Canadian foundations do you provide alternatives management: 1
3. For how many Canadian endowments do you provide alternatives management: 0
4. Total Canadian alternatives clients: 7
Other: $1,000M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $500M
Principals: 100%
Publicly-held: 0%
Third Party: 0%
Number Of Alternative Professionals: 18
Year firm was established: 2014
Pooled Accounts: $5M

INVESCO CANADA LTD.
Michael Peck, Senior Vice-president, Institutional Investments; 120 Bloor St. E., Ste. 700, Toronto, ON M4W 1B7
PH: 416-324-7679
eMail: michael.peck@invesco.com
Web: institutional.invesco.ca
1. For how many Canadian pension plans do you provide alternatives management: 16
2. For how many Canadian foundations do you provide alternatives management: 3
3. For how many Canadian endowments do you provide alternatives management: 0
4. Total Canadian alternatives clients: 19
Direct Real Estate: $625.6M
Multi-Asset/GTAA: $114.4M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $740M
Principals: 7%
Publicly-held: 93%
Number Of Alternative Professionals: 757
Year firm was established: 1981
Pooled Accounts: $1M
Separately Managed Accounts: $1M

J.P. MORGAN ASSET MANAGEMENT (CANADA) INC.
Daniel Smith, Client Advisor, Executive Director; 66 Wellington St. W., Toronto, ON M5K 1E7
PH: 416-981-9142
eMail: daniel.g.smith@jpmorgan.com
Web: www.jpmorgan.com/institutional
1. For how many Canadian pension plans do you provide alternatives management: 47
2. For how many Canadian foundations do you provide alternatives management: 1
3. For how many Canadian endowments do you provide alternatives management: 2
4. Total Canadian alternatives clients: 53
Direct Real Estate: $343.8M
Private Equity: $473M
Hedge Funds: $104.8M
Long/short Equities: $781.8M
Alternative Risk Premia: $222.9M
Multi-Asset/GTAA: $143.9M
Other: $3,300.5M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $5,370.7M
Number Of Alternative Professionals: 500
Year firm was established: 1799

LAKEROAD ASSET MANAGEMENT INC
Jonathan Lehoux, Portfolio Manager; 300, Saint-Paul St., Ste. 220, Quebec, QC G1K 7R1
PH: 418-997-3397
eMail: jlehoux@lakeroad.ca
Web: www.lakeroad.ca
Principals: 100%
Year firm was established: 2012

LASALLE INVESTMENT MANAGMENT
Benjamin Abramov, Director, Fund Management and Investor Relations; 22 Adelaide St. W., Toronto, ON M5H 4E3
PH: 416-238-9794
Fax: 416-238-9794
eMail: benjamin.abramov@lasalle.com
Web: www.lasalle.com
1. For how many Canadian pension plans do you provide alternatives management: 11
2. For how many Canadian foundations do you provide alternatives management: 2
3. For how many Canadian endowments do you provide alternatives management: 2
4. Total Canadian alternatives clients: 17
Direct Real Estate: $1,600M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $1,600M
Publicly-held: 100%
Number Of Alternative Professionals: 22
Year firm was established: 2000
Pooled Accounts: $5M
Separately Managed Accounts: $100M

MANULIFE ASSET 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.manulifeam.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: 0
Direct Real Estate: $2,150.9M
Private Debt: $269.6M
Indirect Real Estate: $754.6M
Other: $1,465.5M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $4,639.9M
Principals: 0%
Publicly-held: 0%
Third Party: 100%
Number Of Alternative Professionals: 114
Year firm was established: 1949

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
eMail: cgirvan@mfs.com
Web: www.mfs.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: 8
3. For how many Canadian endowments do you provide alternatives management: 3
4. Total Canadian alternatives clients: 52
Multi-Asset/GTAA: $5,317.1M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $5,317.1M
Principals: Up to 20%, Remainder is owned by Sun Life Financial, Inc.
Third Party: 80%
Number Of Alternative Professionals: 274
Year firm was established: 1924
Pooled Accounts: $3M

MONTRUSCO BOLTON INVESTMENTS INC
R. Guay/J. DiMassimo, Senior Vice-president / Vice-president Business Development; 1501 McGill College Ave. Ste 1200, Montreal, QC H3A 3M8
PH: 514-282-5465
Fax: 514-282-2516
eMail: guayr@montrusco.com
Web: www.montruscobolton.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: 0
3. For how many Canadian endowments do you provide alternatives management: 0
4. Total Canadian alternatives clients: 13
Private Equity: $20M
Private Debt: $300.4M
Hedge Funds: $117M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $401M
Principals: 33%
Third Party: 67%
Number Of Alternative Professionals: 3
Year firm was established: 1946

MORGUARD INVESTMENTS LIMITED
David Ward, Director, Acquisitions; 55 City Centre Dr., Ste. 800, Mississauga, ON L5B 1M3
PH: 905-281-3800
Fax: 905-281-1800
eMail: dward@morguard.com
Web: www.morguard.com
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $11,982.6M
Third Party: Morguard Corporation
Year firm was established: 1975

NORTHERN TRUST ASSET MANAGEMENT
David Lester, Senior Vice-president; 1910-145 King St. W., Toronto, ON M5H 1J8
PH: 416-775-2215
Fax: 416-366-2033
eMail: dl101@ntrs.com
Web: www.northerntrust.com
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: 0
4. Total Canadian alternatives clients: 7
Direct Real Estate: $138.9M
Private Equity: $17.8M
Hedge Funds: $99.7M
Indirect Real Estate: $18.7M
Other: $15.5M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $11,527.3M
Publicly-held: 100
Pooled Accounts: $5M
Separately Managed Accounts: $5M

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: 62
2. For how many Canadian foundations do you provide alternatives management: 6
3. For how many Canadian endowments do you provide alternatives management: 3
4. Total Canadian alternatives clients: 103
Private Equity: $8.8M
Private Debt: $2.8M
Other: $2.6M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $14.2M
Principals: 100%
Number Of Alternative Professionals: 130
Year firm was established: 1969
Pooled Accounts: $5M
Separately Managed Accounts: $100M

PH&N
John Skeans, Head of Consultant Relations (Canada); 20th Floor, 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: 17
2. For how many Canadian foundations do you provide alternatives management: 0
3. For how many Canadian endowments do you provide alternatives management: 6
4. Total Canadian alternatives clients: 65
Private Debt: $2.2M
Hedge Funds: $527.1M
Long/short Equities: $20.9M
Multi-Asset/GTAA: $352.6M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $902.7M
Third Party: PH&N is a division of RBC Global Asset Management Inc. which is 100% owned by Royal Bank of Canada
Number Of Alternative Professionals: 5
Year firm was established: 1964

PIMCO CANADA
Adrian Sequeira, Vice-president; 199 Bay St., Toronto, ON M6E 4E3
PH: 416-829-7174
eMail: adrian.sequeira@pimco.com
Web: www.pimco.ca
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: 2
4. Total Canadian alternatives clients: 12
Private Debt: $137M
Hedge Funds: $3,088M
Alternative Risk Premia: $121M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $3,347M
Year firm was established: 1971
Pooled Accounts: $5M
Separately Managed Accounts: $75M

PORTFOLIO ADVISORS, LLC.
Eric Thunem, Managing Director; 9 Old Kings Highway S., Darien, CT 06820
PH: 203-662-3334
Fax: 203-662-0013
eMail: ethunem@portad.com
Web: www.portad.com/
1. For how many Canadian pension plans do you provide alternatives management: 8
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: 43
Private Equity: $706,733,333.3M
Private Debt: $105,533,333.3M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $812,266,666.7M
Principals: 100
Publicly-held: 0
Third Party: 0
Number Of Alternative Professionals: 100
Year firm was established: 1994
Pooled Accounts: $6,630,225M

PRESIMA INC.
Robin Marcoux, Director, Client Service & Business Development; 1000 Jean-Paul-Riopelle, Ste. E-400, Montreal, QC H2Z 2B6
PH: 514-673-1303
eMail: rmarcoux@presima.com
Web: www.presima.com
Indirect Real Estate: $812.7M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $812.7M
Number Of Alternative Professionals: 12
Year firm was established: 1999
Pooled Accounts: $5M
Separately Managed Accounts: $25M

ROMSPEN INVESTMENT CORPORATION
Dianna Price, Executive Vice-president, IR & BD; 300-162 Cumberland St, Toronto, ON M5R 3N5
PH: 416-928-5105
eMail: Diannaprice@romspen.com
Web: www.romspen.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: 16
3. For how many Canadian endowments do you provide alternatives management: 3
4. Total Canadian alternatives clients: 44
Other: $2.7M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $585M
Principals: 88%
Third Party: 12%
Number Of Alternative Professionals: 22
Year firm was established: 1966
Pooled Accounts: $0.2M

ROSSEAU ASSET MANAGEMENT LTD.
Jow Lee, CFO; 181 Bay St., Ste. 2920, Toronto, ON M5J 2T3
PH: 416-777-0712
Fax: 416-777-0718
eMail: jwlee@rosseau.com
Web: www.rosseau.com
Number Of Alternative Professionals: 1
Year firm was established: 1998
Pooled Accounts: $0.5M
Separately Managed Accounts: $0.5M

RUSSELL INVESTMENTS CANADA LIMITED
Andrew Kitchen, Managing Director, Canada Institutional; 100 King St. W., Ste. 4510, Toronto, ON M5X 1E4
PH: 416-640-2482
Fax: 416-362-4494
eMail: akitchen@russellinvestments.com
Web: russellinvestments.com/ca
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $231.1M
Principals: 100%
Year firm was established: 1985

SARONA ASSET MANAGEMENT
Gerhard Pries, Chief Executive Officer; 55 Victoria St. N., KItchener, ON N2H 5B7
PH: 519-883-7557
eMail: sarona@saronafund.com
Web: saronafund.com
Principals: 90
Third Party: 10
Year firm was established: 2010

SCOTIA INSTITUTIONAL ASSET MANAGEMENT
Bryan DeLaurier, Vice-president & Head of Business Development; 1 Adelaide St.E., 23rd Floor, Toronto, ON M5C 2V9
PH: 416-365-2991
Fax: 416-365-5634
eMail: bryan.delaurier@scotiabank.com
Web: www.scotiainstitutional.com
Other: $227M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $227M
Publicly-held: 100%
Number Of Alternative Professionals: 5
Year firm was established: 1877
Pooled Accounts: $10M
Separately Managed Accounts: $25M

STONEBRIDGE FINANCIAL CORPORATION
Yvon Jeghers, CPA,CA, Vice-president & Managind Director; 20 Adelaide St.E., Toronto, ON M5C 2T6
PH: 416-364-3001
Fax: 416-364-1557
eMail: yjeghers@stonebridge.ca
Web: stonebridge.ca
1. For how many Canadian pension plans do you provide alternatives management: 12
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: 16
Direct Real Estate: $50M
Private Debt: $635M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $685M
Principals: 100%
Publicly-held: 0%
Third Party: 0%
Number Of Alternative Professionals: 23
Year firm was established: 1998
Pooled Accounts: $10M
Separately Managed Accounts: $50M

SUN LIFE INSTITUTIONAL INVESTMENTS (CANADA) INC., A SUN LIFE INVESTMENT MANAGEMENT COMPANY
Heather Wolfe, Senior Managing Director, Head of Business Development and Client Relationships; 1 York St., Toronto, ON M5J 0B6
PH: 416-408-7834
eMail: Heather.Wolfe@sunlife.com
Web: www.sunlifeinvestmentmanagement.com
1. For how many Canadian pension plans do you provide alternatives management: 23
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: 42
Private Debt: $3,049.8M
Other: $443.6M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $3,493.5M
Third Party: Third Party: 100%
Year firm was established: 2014
Pooled Accounts: $7.5M
Separately Managed Accounts: $100M

TD ASSET MANAGEMENT INC.
Mark Cestnik, Managing Director; 161 Bay St., 34th Bloor, Toronto, ON M5J 2T2
PH: 416-944-6158
Fax: 416-944-6158
eMail: Mark.Cestnik@tdam.com
Web: www.tdaminstitutional.com
1. For how many Canadian pension plans do you provide alternatives management: 20
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: 28
Private Debt: $402.6M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $402.6M
Number Of Alternative Professionals: 7
Year firm was established: 1987
Pooled Accounts: $10M
Separately Managed Accounts: $50M

TD GREYSTONE ASSET MANAGEMENT
Sean Collins, Vice-president & Director; 77 King St. W., TD North Tower, Ste. 4510, Toronto, ON M5K 1J3
PH: 416-309-2183
eMail: Inquiries@Greystone.ca
Web: www.greystone.td.com
1. For how many Canadian pension plans do you provide alternatives management: 165
2. For how many Canadian foundations do you provide alternatives management: 17
3. For how many Canadian endowments do you provide alternatives management: 0
4. Total Canadian alternatives clients: 182
Direct Real Estate: $16,757.4M
Private Equity: $4,394.9M
Other: $283.7M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $21,436M
Principals: TD Greystone represents Greystone Managed Investments Inc., a wholly-owned subsidiary of Greystone Capital Management Inc. (“GCMI”). GCMI is a wholly-owned subsidiary of The Toronto-Dominion Bank (as at November 1, 2018) and an affiliate of TD Asset Management Inc., TDAM USA Inc. and Epoch Investment Partners Inc. All entities are affiliates and wholly-owned subsidiaries of The Toronto-Dominion Bank. TD Greystone is a wholly owned indirect subsidiary of The Toronto-Dominion Bank.
Publicly-held: TD Greystone represents Greystone Managed Investments Inc., a wholly-owned subsidiary of Greystone Capital Management Inc. (“GCMI”). GCMI is a wholly-owned subsidiary of The Toronto-Dominion Bank (as at November 1, 2018) and an affiliate of TD Asset Management Inc., TDAM USA Inc. and Epoch Investment Partners Inc. All entities are affiliates and wholly-owned subsidiaries of The Toronto-Dominion Bank. TD Greystone is a wholly owned indirect subsidiary of The Toronto-Dominion Bank.
Number Of Alternative Professionals: 50
Year firm was established: 1988
Pooled Accounts: $5M
Separately Managed Accounts: $5M

TD GREYSTONE ASSET MANAGEMENTD
Sean Collins, Vice-president and Director; 77 King St. W., TD North Tower, Ste. 4510, Toronto, ON M5K 1J3
PH: 416-309-2183
eMail: Inquiries@Greystone.ca
Web: www.greystone.td.com
1. For how many Canadian pension plans do you provide alternatives management: 165
2. For how many Canadian foundations do you provide alternatives management: 17
3. For how many Canadian endowments do you provide alternatives management: 0
4. Total Canadian alternatives clients: 182
Direct Real Estate: $16,757.4M
Private Equity: $4,394.9M
Other: $283.7M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $21,436M
Principals: TD Greystone represents Greystone Managed Investments Inc., a wholly-owned subsidiary of Greystone Capital Management Inc. (“GCMI”). GCMI is a wholly-owned subsidiary of The Toronto-Dominion Bank (as at November 1, 2018) and an affiliate of TD Asset Management Inc., TDAM USA Inc. and Epoch Investment Partners Inc. All entities are affiliates and wholly-owned subsidiaries of The Toronto-Dominion Bank. TD Greystone is a wholly owned indirect subsidiary of The Toronto-Dominion Bank.
Publicly-held: TD Greystone represents Greystone Managed Investments Inc., a wholly-owned subsidiary of Greystone Capital Management Inc. (“GCMI”). GCMI is a wholly-owned subsidiary of The Toronto-Dominion Bank (as at November 1, 2018) and an affiliate of TD Asset Management Inc., TDAM USA Inc. and Epoch Investment Partners Inc. All entities are affiliates and wholly-owned subsidiaries of The Toronto-Dominion Bank. TD Greystone is a wholly owned indirect subsidiary of The Toronto-Dominion Bank.
Number Of Alternative Professionals: 50
Year firm was established: 1988
Pooled Accounts: $5M
Separately Managed Accounts: $5M

TREZ CAPITAL
Daniel Marchand, Senior Vice-president; 401 Bay St., Ste. 1401, Toronto, ON M5H 2Y4
PH: 647-788-1780
Fax: 416-350-1268
eMail: danielm@trezcapital.com
Web: www.trezcapital.com
1. For how many Canadian pension plans do you provide alternatives management: 50
2. For how many Canadian foundations do you provide alternatives management: 5
3. For how many Canadian endowments do you provide alternatives management: 5
4. Total Canadian alternatives clients: 1500
Direct Real Estate: $100M
Private Debt: $3,400M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $2,000M
Principals: 100
Number Of Alternative Professionals: 132
Year firm was established: 1997
Pooled Accounts: $3,200M
Separately Managed Accounts: $300M

TRIOVEST REALTY ADVISORS INC.
Prakash David, Executive Vice-president - Development & Investments; 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: 45
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: 45
Direct Real Estate: $128M
Indirect Real Estate: $9,730M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $9,858M
Principals: 100%
Publicly-held: 0
Third Party: 0
Number Of Alternative Professionals: 108
Year firm was established: 1985
Separately Managed Accounts: $9,858M

UBS ASSET MANAGEMENT (CANADA) INC.
David Coyle, Executive Director; 4100 - 161 Bay St., Toronto, ON M5J 2S1
PH: 416-681-5200
eMail: david.coyle@ubs.com
Web: ubs.com/institutionalinvestors-ca
1. For how many Canadian pension plans do you provide alternatives management: 32
2. For how many Canadian foundations do you provide alternatives management: 2
3. For how many Canadian endowments do you provide alternatives management: 6
4. Total Canadian alternatives clients: 45
Private Debt: $6M
Hedge Funds: $56M
Indirect Real Estate: $1,069M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $1,709M
Publicly-held: 100
Number Of Alternative Professionals: 460
Year firm was established: 1997
Pooled Accounts: $10M
Separately Managed Accounts: $100M

UNIGESTION ASSET MANAGEMENT (CANADA) INC.
RémiColcombet, Executive Director, Head of North American Institutional; TD Canada Trust Tower, 161 Bay St., 27th Floor, Toronto, ON M5J 2S1
PH: 647-350-2025
eMail: rcolcombet@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: 2
4. Total Canadian alternatives clients: 5
Private Equity: $142M
Alternative Risk Premia: $65M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $207M
Principals: 72%
Third Party: 28%
Number Of Alternative Professionals: 67
Year firm was established: 1971
Pooled Accounts: $5M
Separately Managed Accounts: $50M

VARDE PARTNERS
Molly Mammen, Head of Investor Services; 901 Marquette Ave. S., Ste. 3300, Minneapolis, MN 55402
PH: 952-893-1554
Fax: 952-893-9613
eMail: investor.services@varde.com
Web: varde.com/
Private Equity: $9,198M
Hedge Funds: $6,328M
Principals: 100%
Number Of Alternative Professionals: 97
Year firm was established: 1993
Pooled Accounts: $10M

WELLINGTON MANAGEMENT COMPANY LLP
Alan J. Matijas, Managing Director, Canada; Exchange Tower 130 King St. W.,18th Floor, Toronto, ON ON M5V 1E3
PH: 866-346-3384
eMail: publicationssupport@wellington.com
Web: www.wellington.com
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $938M
Principals: 100
Year firm was established: 1928

WILLIAM BLAIR
Jason Stefanelli, Director Canada; 150 N. Riverside Plaza, Chicago, IL 60606
PH: 416-895-9448
eMail: jstefanelli@williamblair.com
Web: www.williamblair.com
1. For how many Canadian pension plans do you provide alternatives management: 1
4. Total Canadian alternatives clients: 1
Multi-Asset/GTAA: $2,705M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $15M
Principals: 100
Number Of Alternative Professionals: 10
Year firm was established: 1935
Pooled Accounts: $5M
Separately Managed Accounts: $20M

YTM CAPITAL ASSET MANAGEMENT LTD.
Daniel Child, President; 202-295 Robinson St., Oakville, ON L6J 1G7
PH: 905-844-1661
Web: www.ytmcapital.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
Private Debt: $185M
Hedge Funds: $210M
What are your alternative assets under management for Canadian Canadian institutional investors (in $CDN millions) as of December 30, $395M
Principals: 100
Number Of Alternative Professionals: 5
Year firm was established: 2010

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