Building Real Wealth - Real Asset Opportunity

Thomas Galikowski, Vice-President and Institutional Portfolio Manager has more than 20 years of investment management sales experience. Thomas joined CI GAM in 2015, initially working as an ETF Specialist and later joining the broader sales team focusing on the IIROC channel. He progressively moved into the Institutional Portfolio Manager role in 2023 and covers CI GAMs equity product suite. As the IPM for Equities at CI GAM, Thomas acts as a liaison between the equity portfolio managers and the sales team, helping with strategy, sales positioning and support, competitive analytics and providing advisors with a deeper understanding of our equity product solutions. He has extensive sales experience, working previously with leading Canadian Investment Management and Bank investment distribution organizations across an array of investment product structures. Mr. Galikowski is a graduate of the University of Toronto with an Honours degree (HBA) in Economics and Political Science, holds the Chartered Market Technician (CMT) designation, the Canadian Investment Manager (CIM) designation, and is a Fellow of the Canadian Securities Institute (FSCI).

Kevin McSweeney is Senior Vice-President, Portfolio Manager & Lead – Canadian Equities with CI Global Asset Management. He began his professional financial services career in 2000 as a Financial Economist with Finance Canada. Following this, he spent time at Scotiabank, including time in Corporate Credit Risk Management. He has been with CI Investments in a variety of progressively senior roles since August 2008. Kevin began at CI with the high yield bond team as an investment analyst, progressing to portfolio manager. In 2016, he joined the equity team as an infrastructure and real estate specialist portfolio manager. He currently manages or co-manages multibillion-dollar asset pools in a variety of strategies including balanced, income and dividends, infrastructure and real assets, and Canadian and global equities. He was named as lead of Canadian equities for CI GAM in 2022. A native of Halifax, Kevin has a BA from St. Mary’s University, an MBA from Dalhousie University, and a variety of professional designations, including Futures and Options licensing and the Chartered Financial Analyst designation. He has received a variety of professional honours, including Brendan Wood’s “Top Gun” award as voted by Canadian banking professionals, and a Lipper Award for best infrastructure fund in Canada for each of the last three years. He lives in Toronto with his wife and four children.

Lee Goldman, Senior Vice-President, Portfolio Manager – Equities, brings over 30 years of valuable industry experience to CI GAM and his team. At CI GAM, he is primarily responsible for real estate mandates and convertible bonds. Lee joined CI GAM in 2015 after CI acquired First Asset, which he joined in 2006. Before CI GAM, Lee was the Vice-President, Treasury for M.R.S. Trust Company (a division of Mackenzie Financial), where he was responsible for financing the company’s various loan portfolios, including balance sheet and securitization. Lee also managed a fixed income fund called the Mackenzie Mortgage Fund. Lee holds a Bachelor of Science from Western University, a Master of Business Administration from York University, and is a CFA charterholder. In his spare time, he is a volunteer tutor with Pathways to Education.