Click here to listen to The Game Plan webcast with QV Investors and Epoch Investment Partners (mp3)

QV Investors Inc. is a Calgary-based portfolio management firm specializing in small and mid-cap portfolio management. QV opened for business in November 1996. The company is 100% owned by the managers and nearly all of each manager’s financial assets are invested in QV funds. Management has more than 80 years of combined investment industry experience.

Joe Jugovic, VP, Investments & Portfolio Manager, currently has eight years investment management experience. He worked as an investment analyst at a Calgary-based investment management firm before joining QV Investors Inc. in February 2000. Joe's primary responsibilities are the management of the small cap institutional portfolios. Along with the research team, he is responsible for equity selection and portfolio risk monitoring. Joe is a member of the Association for Investment Management and Research and the Calgary Society of Financial Analysts.

QV Investors manages: Canadian Equity Small Cap Pool, Canadian Equity Small Cap Corporate Class, Canadian Equity Alpha Corporate Class, and the small cap and alpha mandates of the Institutional Managed Canadian Equity Pool.

Epoch Investment Partners, Inc. is a New York-based investment management firm that employs a value-based, bottom-up strategy to investing and manages large-cap and small-cap portfolios. The team of 12 investment professionals is led by Wall Street veteran William Priest, who has more than 35 years of investment management experience.

Janet K. Navon, Portfolio Manager & Director of Research, is a member of the U.S. investment team and chairs the weekly U.S. research meetings. Prior to joining Epoch, Janet spent nine years as a Senior Analyst and Co-Portfolio Manager at Steinberg Asset Management. Prior to Steinberg, she was a founding principal of Atlantic Asset Management where she was responsible for product development, sector strategies, and corporate security analysis. Janet's experience also includes investment management positions at Columbus Circle Investors and JP Morgan Investment Management where she coordinated quantitative portfolio strategies and new product development. Janet holds a BS from Georgetown University School of Foreign Service and an MBA from Columbia University Graduate School of Business.

Epoch manages: US Equity Value Pool, US Equity Value Corporate Class, US Equity Small Cap Pool, US Equity Small Cap Corporate Class, the value and small-cap portions of the Institutional Managed US Equity Pool and a portion of the value mandate of the Institutional Managed International Equity Pool.

Click here to listen to The Game Plan webcast with Altrinsic Global Advisors and Signature Global Advisors (mp3)

Altrinsic Global Advisors, LLC follows a fundamental value approach in which the team seeks out high-quality undervalued companies worldwide. Founded by John Hock and associates, Altrinsic is based in Stamford, Connecticut, and manages more than $2 billion in assets.

John Hock, Chief Investment Officer of Altrinsic Global Advisors, LLC, founded the firm in 2000 after working as Senior Vice-President and Portfolio Manager at a leading global investment firm, where he managed institutional and mutual fund portfolios. His 16 years of investment industry experience also includes the position of Vice-President and Senior Analyst at the Global Securities Research and Economics Group of Merrill Lynch. Mr. Hock holds an MBA from New York University, a degree in applied economics from Cornell University, and the chartered financial analyst designation.

Altrinsic manages: Institutional Managed International Equity Pool (Value).

Signature Global Advisors manages several fixed-income mandates for United Financial and a family of Canadian and global equity, balanced and fixed-income funds for CI Investments. The diverse team of Signature investment professionals integrates information from various capital markets, industry sectors and global sources to formulate rigorous, market-tested investment theses and comprehensive analyses of individual companies.

James Dutkiewicz, Vice-President and Portfolio Manager with the Signature Global Advisors, has 12 years of experience in analyzing and trading bonds. He joined CI from YMG Capital Management Inc., where he was a corporate bond analyst and part of a team that managed $7.5 billion in fixed-income investments. Prior to that, he worked on the bond desk at Merrill Lynch Canada. He holds the CFA designation and a BA in economics from Wilfrid Laurier University.

Signature manages: Cash Management Pool, Short Term income Pool, Canadian Fixed Income Pool and Enhanced Income Pool, as well as the Institutional Managed Income Pool.

Click here to listen to The Game Plan webcast with Tetrem Capital Management and Trilogy Global (mp3)

Tetrem Capital Management Ltd. is an independent investment management firm based in Winnipeg, Manitoba and founded by Portfolio Manager Daniel Bubis and his associates.

Daniel Bubis the President and Chief Investment Officer of Tetrem Capital Management, is one of the most successful investment managers in Canada today – largely because of his disciplined adherence to a value-based, contrarian investment philosophy. Mr. Bubis has been the portfolio manager for the Optima Strategy Canadian Equity Value Pool since its inception in 1993. Mr. Bubis holds a Charted Financial Analyst (CFA) designation and has an Honours Business Administration degree from the Richard Ivey School of Business at University of Western Ontario.

Tetrem manages: United Canadian Equity Value Pool, United US Equity Alpha Corporate Class, Institutional Managed Canadian Equity Pool (value), as well as the alpha portion and part of the value mandate of the Institutional Managed US Equity Pool.

Trilogy Global Advisors, LLC is a New York-based asset management firm that invests in global markets and manages retail and institutional portfolios. The firm’s investment process integrates top-down economic research and investment themes with bottom-up fundamental analysis and risk management.

William Sterling is Chief Investment Officer of Trilogy Global Advisors. He was previously Executive Director and Global Head of Equities at Credit Suisse Asset Management and Chief International Economist at Merrill Lynch. William has a PhD in Economics from Harvard University.

Trilogy Manages: United Global Fixed Income Pool and United Emerging Markets Equity Pool.

Click here to listen to The Game Plan webcast with Signature Global Advisors and Tetrem Capital Management (mp3)

Signature Global Advisors manages several fixed-income mandates for United Financial and a family of Canadian and global equity, balanced and fixed-income funds for CI Investments. The diverse team of Signature investment professionals integrates information from various capital markets, industry sectors and global sources to formulate rigorous, market-tested investment theses and comprehensive analyses of individual companies.

James Dutkiewicz, Vice-President and Portfolio Manager with the Signature Global Advisors, has 12 years of experience in analyzing and trading bonds. He joined CI from YMG Capital Management Inc., where he was a corporate bond analyst and part of a team that managed $7.5 billion in fixed-income investments. Prior to that, he worked on the bond desk at Merrill Lynch Canada. He holds the CFA designation and a BA in economics from Wilfrid Laurier University.

Signature manages: United Cash Management Pool, United Short Term Income Pool, United Canadian Fixed Income Pool and United Enhanced Income Pool, as well as the Institutional Managed Income Pool.

Tetrem Capital Management Ltd. is an independent investment management firm based in Winnipeg, Manitoba and founded by Portfolio Manager Daniel Bubis and his associates.

Aaron Clarke, Vice President Investments joined Tetrem Capital Management Ltd. in 2008. Based in Boston, he brings more than 15 years of investment experience to the firm. Prior experience includes seven years with Morgan Stanley Investment Management in New York, as a Portfolio Manager and Executive Director, co-managing the firm's flagship $8.5 billion Dividend Growth Fund. Mr. Clark started his career with the Pioneer Group before moving to Prudential Securities as a Research Analyst and then to Gerard Klauer Mattison as a Senior Equity Analyst. Mr. Clark holds a Chartered Financial Analyst (CFA) designation and received a BA in Economics from Trinity College.

Tetrem manages: United Canadian Equity Value Pool, United US Equity Alpha Corporate Class, Institutional Managed Canadian Equity Pool (value), as well as the alpha portion and part of the value mandate of the Institutional Managed US Equity Pool.

Click here to listen to The Game Plan webcast with Cohen & Steers Capital Management and QV Investors Inc. (mp3)

Cohen & Steers Capital Management, Inc., based in New York, is an independent registered investment advisor specializing in the management of real estate securities portfolios. Founded in 1986 by Martin Cohen and Robert H. Steers, two of the most experienced U.S. investors in this area, the company was the first in the U.S. to focus on real estate securities. Today, the company is recognized as an industry leader and foremost innovator.

Scott Crowe, Senior Vice-President and Global Portfolio Manager for Cohen & Steers has 12 years of investment experience. Prior to joining the firm in 2007, Mr. Crowe was an executive director at UBS and served as global head of real estate. He also worked at UBS Warburg as a real estate analyst. Mr. Crowe has a Bachelor of Commerce degree from the University of New South Wales and completed a year in Finance Honors at the University of Technology, Sydney.

Cohen & Steers manages: United Real Estate Investment Pool

QV Investors Inc. is a Calgary-based portfolio management firm specializing in small and mid-cap portfolio management. QV opened for business in November 1996. The company is 100% owned by the managers and nearly all of each manager’s financial assets are invested in QV funds. Management has more than 80 years of combined investment industry experience.

Joe Jugovic is the lead Portfolio Manager for the Canadian and American small and mid cap portfolios at QV Investors. Joe has won the "Small Cap Manager of the Year Award" for the years 2005, 2006 and 2007. Prior to joining QV in April 2000, he was a Securities Analyst and Trader with Schacter Investment Management, Calgary. Mr. Jugovic earned a BA in Economics from the University of Calgary. He is CFA charterholder.

QV Investors manages: United Canadian Equity Alpha Corporate Class, United Canadian Equity Small Cap Pool and Institutional Managed Canadian Equity Pool (alpha and small-cap portions).

Click here to listen to The Game Plan with Epoch Investment Partners and Tetrem Capital Management (mp3)

Tetrem Capital Management Ltd. is an independent investment management firm based in Winnipeg, Manitoba and founded by Portfolio Manager Daniel Bubis and his associates.

Daniel Bubis, the President of Tetrem Capital Management, is one of the most successful investment managers in Canada today – largely because of his disciplined adherence to a value-based, contrarian investment philosophy. Mr. Bubis has been the portfolio manager for the Optima Strategy Canadian Equity Value Pool since its inception in 1993. Mr. Bubis holds a Charted Financial Analyst (CFA) designation and has an Honours Business Administration degree from the Richard Ivey School of Business at University of Western Ontario.

Tetrem manages: United Canadian Equity Value Pool, United Canadian Equity Diversified Pool (value-style portion), United US Equity Alpha Corporate Class, Institutional Managed Canadian Equity Pool (value), as well as the alpha portion and part of the value mandate of the Institutional Managed US Equity Pool.

Epoch Investment Partners, Inc. is a New York-based investment management firm that employs a value-based, bottom-up strategy to investing and manages large-cap and small-cap portfolios. The team of 12 investment professionals is led by Wall Street veteran William Priest, who has more than 35 years of investment management experience.

William Priest, Chief Investment Officer, Chief Executive Officer and co-founder of Epoch Investment Partners Inc., has more than 35 years of Wall Street experience. Before founding Epoch, Mr. Priest was Senior Partner and Portfolio Manager at Steinberg Priest Capital Management, LLC, which he joined in 2001. Prior to that, he was Chairman and CEO of Credit Suisse Asset Management Americas and CEO and Portfolio Manager of its predecessor firm BEA Associates, which he co-founded in 1972. During his tenure at BEA, Mr. Priest developed the firm into a well-recognized investment manager with over $35 billion US under management.

Epoch manages: United US Equity Value Pool, United US Equity Value Hedged Corporate Class, United US Equity Diversified Pool (value portion), United US Equity Small Cap Pool, Institutional Managed US Equity Pool (value and small cap portions), and a portion of the value mandate of the Institutional Managed International Equity Pool.

Click here to listen to The Game Plan with Altrinsic Global Advisors and Signature Global Advisors (mp3)

Altrinsic Global Advisors, LLC follows a fundamental value approach in which the team seeks out high-quality undervalued companies worldwide. Founded by John Hock and associates, Altrinsic is based in Stamford, Connecticut, and manages more than $2 billion in assets.

John Hock, Chief Investment Officer of Altrinsic Global Advisors, LLC, founded the firm in 2000 after working as Senior Vice-President and Portfolio Manager at a leading global investment firm, where he managed institutional and mutual fund portfolios. His 16 years of investment industry experience also includes the position of Vice-President and Senior Analyst at the Global Securities Research and Economics Group of Merrill Lynch. Mr. Hock holds an MBA from New York University, a degree in applied economics from Cornell University, and the chartered financial analyst designation.

Altrinsic manages: Institutional Managed International Equity Pool (Value).

Signature Global Advisors manages several fixed-income mandates for United Financial and a family of Canadian and global equity, balanced and fixed-income funds for CI Investments. The diverse team of Signature investment professionals integrates information from various capital markets, industry sectors and global sources to formulate rigorous, market-tested investment theses and comprehensive analyses of individual companies.

James Dutkiewicz, Vice-President and Portfolio Manager with the Signature Global Advisors, has 12 years of experience in analyzing and trading bonds. He joined CI from YMG Capital Management Inc., where he was a corporate bond analyst and part of a team that managed $7.5 billion in fixed-income investments. Prior to that, he worked on the bond desk at Merrill Lynch Canada. He holds the CFA designation and a BA in economics from Wilfrid Laurier University.

Signature manages: Cash Management Pool, Short Term income Pool, Canadian Fixed Income Pool and Enhanced Income Pool, as well as the Institutional Managed Income Pool.

Click here to listen to The Game Plan with Tetrem Capital Management and Trilogy Global Advisors (mp3)

Tetrem Capital Management Ltd. is an independent investment management firm based in Winnipeg, Manitoba and founded by Portfolio Manager Daniel Bubis and his associates.

Daniel Bubis, the President of Tetrem Capital Management, is one of the most successful investment managers in Canada today – largely because of his disciplined adherence to a value-based, contrarian investment philosophy. Mr. Bubis has been the portfolio manager for the Optima Strategy Canadian Equity Value Pool since its inception in 1993. Mr. Bubis holds a Charted Financial Analyst (CFA) designation and has an Honours Business Administration degree from the Richard Ivey School of Business at University of Western Ontario.

Tetrem manages: United Canadian Equity Value Pool, United Canadian Equity Diversified Pool (Value), Institutional Managed Portfolio Canadian Equity Pool (Value), U.S. Alpha Pool.

Trilogy Global Advisors, LLC is a New York-based asset management firm that invests in global markets and manages retail and institutional portfolios. The firm’s investment process integrates top-down economic research and investment themes with bottom-up fundamental analysis and risk management.

William Sterling is Founder, Managing Director and Senior Portfolio Manager of Trilogy Global Advisors. He was previously Executive Director and Global Head of Equities at Credit Suisse Asset Management and Chief International Economist at Merrill Lynch. William has a PhD in Economics from Harvard University.

Trilogy Manages: United Financial Global Fixed Income Pool, US Equity Diversified Pool and Emerging Markets Equity Pool.

Click here to listen to The Game Plan with AllianceBernstein L.P. and Tetrem Capital Management Ltd (mp3)

AllianceBernstein L.P. is a leading global investment management firm that offers high-quality research and diversified investment services to institutional clients, individuals and private clients in major markets around the world.

Christopher W. Marx is Senior Portfolio Manager at AllianceBernstein. Mr. Marx joined the firm in 1997 as a research analyst. He covered a variety of industries both domestically and internationally, including chemicals, food, supermarkets, beverages and tobacco. Prior to that, he spent six years as a consultant for Deloitte & Touche and the Boston Consulting Group. Mr. Marx earned an AB in economics from Harvard, and an MBA from the Stanford Graduate School of Business in New York.

AllianceBernstein manages: United International Equity Value Pool, United International Equity Diversified Pool, United US Equity Value Pool, Institutional Managed US Equity Pool (Value).

Tetrem Capital Management Ltd. is an independent investment management firm based in Winnipeg, Manitoba and founded by Portfolio Manager Daniel Bubis and his associates.

Daniel Bubis, the President of Tetrem Capital Management, is one of the most successful investment managers in Canada today – largely because of his disciplined adherence to a value-based, contrarian investment philosophy. Mr. Bubis has been the portfolio manager for the Optima Strategy Canadian Equity Value Pool since its inception in 1993. Mr. Bubis holds a Charted Financial Analyst (CFA) designation and has an Honours Business Administration degree from the Richard Ivey School of Business at University of Western Ontario.

Tetrem manages: United Canadian Equity Value Pool, United Canadian Equity Diversified Pool (Value), Institutional Managed Portfolio Canadian Equity Pool (Value), U.S. Alpha Pool.

Click here to listen to The Game Plan with Cohen & Steers Capital Management, Inc., Epoch Investment Partners Inc. and QV Investors Inc

Cohen & Steers Capital Management, Inc., based in New York, is an independent registered investment advisor specializing in the management of real estate securities portfolios. Founded in 1986 by Martin Cohen and Robert H. Steers, two of the most experienced U.S. investors in this area, the company was the first in the U.S. to focus on real estate securities. Today, the company is recognized as an industry leader and foremost innovator. AUM as of December 31, 2007 is $29.8 billion.

Jon Y. Cheigh, CPA, senior vice president, is a portfolio manager for Cohen & Steers' U.S. real estate securities portfolios. He has 13 years of experience. Prior to joining the firm in 2005, Mr. Cheigh was a vice president and senior REIT analyst for two years at Security Capital Research & Management. Previously, he was a vice president of real estate acquisitions at InterPark and an acquisitions associate at Urban Growth Property Trust, two privately held REITs. Mr. Cheigh has a BA cum laude from Williams College and an MBA degree from the University of Chicago. He is based in New York.

Cohen & Steers manages: Real Estate Investment Pool.

QV Investors Inc. is a Calgary-based portfolio management firm specializing in small and mid-cap portfolio management. QV opened for business in November 1996. The company is 100% owned by the managers and nearly all of each manager’s financial assets are invested in QV funds. Management has more than 80 years of combined investment industry experience.

Leigh Pullen, founded QVGD Investors Inc. in 1996. He serves as President and Chief Investment Officer. His responsibilities include research analysis and portfolio management. Leigh Pullen has over 35 years experience in the Canadian investment market. From 1966 to 1977, he worked at the Toronto Stock Exchange, IBM Canada, and National Trust Co. Ltd. He left National Trust as Manager of Pension Fund Investments. From 1977 to 1996, Leigh was a partner, analyst, and portfolio manager at Mawer Investment Management, Calgary. equity selection and portfolio risk monitoring. Joe is a member of the Association for Investment Management and Research and the Calgary Society of Financial Analysts.

QV Investors manages: Canadian Equities Small Cap Pool, Institutional Managed Canadian Equity Pool (Value), Canadian Alpha Pool.

Epoch Investment Partners, Inc. is a New York-based investment management firm that employs a value-based, bottom-up strategy to investing and manages large-cap and small-cap portfolios. The team of 12 investment professionals is led by Wall Street veteran William Priest, who has more than 35 years of investment management experience.

William Priest, Chief Investment Officer, Chief Executive Officer and co-founder of Epoch Investment Partners Inc., has more than 35 years of Wall Street experience. Before founding Epoch, Mr. Priest was Senior Partner and Portfolio Manager at Steinberg Priest Capital Management, LLC, which he joined in 2001. Prior to that, he was Chairman and CEO of Credit Suisse Asset Management Americas and CEO and Portfolio Manager of its predecessor firm BEA Associates, which he co-founded in 1972. During his tenure at BEA, Mr. Priest developed the firm into a well-recognized investment manager with over $35 billion US under management.

Epoch manages: United US Equity Small Cap, United US Equity Diversified (Value) and Institutional Managed US Equity Pool (Value).

Click here to listen to The Game Plan with Altrinsic Global Advisors and Trilogy Global Advisors

Altrinsic Global Advisors, LLC’s follows a fundamental value approach in which the team seeks out high-quality undervalued companies worldwide. Founded by John Hock and associates, Altrinsic is based in Stamford, Connecticut, and manages more than $2 billion in assets.

John Hock, Chief Investment Officer of Altrinsic Global Advisors, LLC, founded the firm in 2000 after working as Senior Vice-President and Portfolio Manager at a leading global investment firm, where he managed institutional and mutual fund portfolios. His 16 years of investment industry experience also includes the position of Vice-President and Senior Analyst at the Global Securities Research and Economics Group of Merrill Lynch. Mr. Hock holds an MBA from New York University, a degree in applied economics from Cornell University, and the chartered financial analyst designation.

Altrinsic manages: Institutional Managed International Equity Pool (Value).

Trilogy Global Advisors, LLC is a New York-based asset management firm that invests in global markets and manages retail and institutional portfolios. The firm’s investment process integrates top-down economic research and investment themes with bottom-up fundamental analysis and risk management.

William Sterling is Founder, Managing Director and Senior Portfolio Manager of Trilogy Global Advisors. He was previously Executive Director and Global Head of Equities at Credit Suisse Asset Management and Chief International Economist at Merrill Lynch. William has a PhD in Economics from Harvard University.

Trilogy Manages: United Financial Global Fixed Income Pool, US Equity Diversified Pool and Emerging Markets Equity Pool.

Click here to listen to The Game Plan with William Sterling

Trilogy Global Advisors, LLC is a New York-based asset management firm that invests in global markets and manages retail and institutional portfolios. The firm’s investment process integrates top-down economic research and investment themes with bottom-up fundamental analysis and risk management.

William Sterling is Founder, Managing Director and Senior Portfolio Manager of Trilogy Global Advisors. He was previously Executive Director and Global Head of Equities at Credit Suisse Asset Management and Chief International Economist at Merrill Lynch. William has a PhD in Economics from Harvard University.

Trilogy Manages: United Financial Global Fixed Income Pool, US Equity Diversified Pool and Emerging Markets Equity Pool.

Click here to listen to The Game Plan with QV Investors Inc., Tetrem Capital Management and Picton Mahoney Asset Management (mp3)

QV Investors Inc. is a Calgary-based portfolio management firm specializing in small and mid-cap portfolio management. QV opened for business in November 1996. The company is 100% owned by the managers and nearly all of each manager’s financial assets are invested in QV funds. Management has more than 80 years of combined investment industry experience.

Joe Jugovic VP, Investments and Portfolio Manager has eight years investment management experience. He worked as an investment analyst at a Calgary-based investment management firm before joining QV Investors Inc. in February 2000. Joe's primary responsibilities are the management of the small cap institutional portfolios. Along with the research team, he is responsible for equity selection and portfolio risk monitoring. Joe is a member of the Association for Investment Management and Research and the Calgary Society of Financial Analysts.

QV Investors manages: Canadian Equities Small Cap Pool, Institutional Managed Canadian Equity Pool (Value), Canadian Alpha Pool.

Tetrem Capital Management Ltd. is an independent investment management firm based in Winnipeg, Manitoba and founded by Portfolio Manager Daniel Bubis and his associates.

Daniel Bubis, the President of Tetrem Capital Management, is one of the most successful investment managers in Canada today – largely because of his disciplined adherence to a value-based, contrarian investment philosophy. Mr. Bubis has been the portfolio manager for the Optima Strategy Canadian Equity Value Pool since its inception in 1993. Mr. Bubis holds a Charted Financial Analyst (CFA) designation and has an Honours Business Administration degree from the Richard Ivey School of Business at University of Western Ontario.

Tetrem manages: United Canadian Equity Value Pool, United Canadian Equity Diversified Pool (Value), Institutional Managed Portfolio Canadian Equity Pool (Value), U.S. Alpha Pool.

Picton Mahoney Asset Management formed as a portfolio management boutique providing investment management services to institutional clients. The firm manages over $4 billion in assets for investors over eight different investment mandates. The firm focuses on momentum strategies and style management and has expertise in Canadian, U.S. and global equities.

Michael Mahoney, is the Managing Director and Portfolio Manager Global Equities at PictonMahoney. Michael began his investment career 17 years ago as a U.S. equities analyst at the Alberta Treasury. Later, he became portfolio manager of U.S. and international equities at Genus Capital Management before joining HSBC Asset Management Europe, based in London , as research manager. He was a founding partner and portfolio manager at Synergy Asset Management. Michael also holds his Chartered Financial Analyst designation and an MBA from the University of Alberta.

Picton Mahoney manages: International Equity Growth Pool, International Alpha Pool and growth portions of the Institutional Managed International Equity Pool, Institutional Managed US Equity Pool and Institutional Managed Canadian Equity Pool.

Click here to listen to The Game Plan with QV Investors Inc. and Trilogy Global Advisors (mp3)

QV Investors Inc. is a Calgary-based portfolio management firm specializing in small and mid-cap portfolio management. QV opened for business in November 1996. The company is 100% owned by the managers and nearly all of each manager’s financial assets are invested in QV funds. Management has more than 80 years of combined investment industry experience.

Joe Jugovic VP, Investments and Portfolio Manager has eight years investment management experience. He worked as an investment analyst at a Calgary-based investment management firm before joining QV Investors Inc. in February 2000. Joe's primary responsibilities are the management of the small cap institutional portfolios. Along with the research team, he is responsible for equity selection and portfolio risk monitoring. Joe is a member of the Association for Investment Management and Research and the Calgary Society of Financial Analysts.

QV Investors manages: Canadian Equities Small Cap Pool, Institutional Managed Canadian Equity Pool (Value), Canadian Alpha Pool.

Trilogy Global Advisors, LLC is a New York-based asset management firm that invests in global markets and manages retail and institutional portfolios. The firm’s investment process integrates top-down economic research and investment themes with bottom-up fundamental analysis and risk management.

William Sterling is Founder, Managing Director and Senior Portfolio Manager of Trilogy Global Advisors. He was previously Executive Director and Global Head of Equities at Credit Suisse Asset Management and Chief International Economist at Merrill Lynch. William has a PhD in Economics from Harvard University.

Trilogy Manages: United Financial Global Fixed Income Pool, US Equity Diversified Pool and Emerging Markets Equity Pool.

Click here to listen to The Game Plan with Picton Mahoney Asset Management, Cohen & Steers Capital Management and Signature Global Advisors (mp3)

Picton Mahoney Asset Management formed as a portfolio management boutique providing investment management services to institutional clients. The firm manages over $4 billion in assets for investors over eight different investment mandates. The firm focuses on momentum strategies and style management and has expertise in Canadian, U.S. and global equities.

Michael Mahoney, is the Managing Director and Portfolio Manager Global Equities at PictonMahoney. Michael began his investment career 17 years ago as a U.S. equities analyst at the Alberta Treasury. Later, he became portfolio manager of U.S. and international equities at Genus Capital Management before joining HSBC Asset Management Europe, based in London , as research manager. He was a founding partner and portfolio manager at Synergy Asset Management. Michael also holds his Chartered Financial Analyst designation and an MBA from the University of Alberta.

Picton Mahoney manages: International Equity Growth Pool, International Alpha Pool and growth portions of the Institutional Managed International Equity Pool, Institutional Managed US Equity Pool and Institutional Managed Canadian Equity Pool.

Cohen & Steers Capital Management, Inc., based in New York, is an independent registered investment advisor specializing in the management of real estate securities portfolios. Founded in 1986 by Martin Cohen and Robert H. Steers, two of the most experienced U.S. investors in this area, the company was the first in the U.S. to focus on real estate securities. Today, the company is recognized as an industry leader and foremost innovator. AUM as of December 31, 2007 is $29.8 billion.

Jon Y. Cheigh, CPA, senior vice president, is a portfolio manager for Cohen & Steers' U.S. real estate securities portfolios. He has 13 years of experience. Prior to joining the firm in 2005, Mr. Cheigh was a vice president and senior REIT analyst for two years at Security Capital Research & Management. Previously, he was a vice president of real estate acquisitions at InterPark and an acquisitions associate at Urban Growth Property Trust, two privately held REITs. Mr. Cheigh has a BA cum laude from Williams College and an MBA degree from the University of Chicago. He is based in New York.

Cohen & Steers manages: Real Estate Investment Pool

Signature Global Advisors manages several fixed-income mandates for United Financial and a family of Canadian and global equity, balanced and fixed-income funds for CI Investments. The diverse team of Signature investment professionals integrates information from various capital markets, industry sectors and global sources to formulate rigorous, market-tested investment theses and comprehensive analyses of individual companies.

James Dutkiewicz, Vice-President and Portfolio Manager with the Signature Global Advisors, has 12 years of experience in analyzing and trading bonds. He joined CI from YMG Capital Management Inc., where he was a corporate bond analyst and part of a team that managed $7.5 billion in fixed-income investments. Prior to that, he worked on the bond desk at Merrill Lynch Canada. He holds the CFA designation and a BA in economics from Wilfrid Laurier University.

Signature manages: Cash Management Pool, Short Term income Pool, Canadian Fixed Income Pool and Enhanced income Pool, as well as the Institutional Managed Income Pool.