Elizabeth Jack

Director of Finance/CFO at MARRET MULTI-STGY UN

Miscellaneous

Network origin in Elizabeth Jack first degree

Entity	Entity type	Industry
Marret High Yield Strategies Fund Marret High Yield Strategies Fund Investment Trusts/Mutual FundsMiscellaneous Marret High Yield Strategies Fund operates as a closed-end investment fund. The company was founded on May 28, 2009 and is headquartered in Toronto, Canada. 9	Mutual Fd-Closed End	Investment Trusts/Mutual Funds	9
MARRET MULTI-STGY UN 8	Mutual Fd-Closed End	Investment Trusts/Mutual Funds	8

Chart of Companies connected to the second degree

Multi-company connection

Companies connected to Elizabeth Jack via their personal network

Company	Sector	Related people	Main position
CIBC Asset Management, Inc. CIBC Asset Management, Inc. Investment ManagersFinance CIBC Asset Management, Inc. (CIBC AM) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1972 and is a wholly owned subsidiary of the Canadian Imperial Bank of Commerce (NYSE, TSE: CM), a publicly traded Canadian chartered bank. CIBC AM manages assets on behalf of institutional, high-net-worth clients and underlying investors in their retail sponsored products.	Investment Managers	Adam Eric Tuer	Corporate Officer/Principal
NORTEL NETWORKS CORPORATION (USA)	Financial Conglomerates	Edward Kelterborn	General Counsel
PRECIOUS METALS AND MINING TRUST	Investment Trusts/Mutual Funds	Douglas Jamieson Edward Kelterborn Darie Urbanky	Director of Finance/CFO Director/Board Member President
SENTRY SELECT PRIMARY METALS CORP.	Investment Trusts/Mutual Funds	Douglas Jamieson Edward Kelterborn Darie Urbanky	Director/Board Member Director/Board Member Director/Board Member
Rotman School of Management	College/University	Darie Urbanky	Masters Business Admin
CI FINANCIAL CORP.	Investment Managers	Douglas Jamieson Edward Kelterborn Darie Urbanky Bradley Howard	Director of Finance/CFO General Counsel President General Counsel
CI Investment Grade Bond Fund CI Investment Grade Bond Fund Investment Trusts/Mutual FundsMiscellaneous Marret Investment Grade Bond Fund is a closed-end investment fund. Its investment objective is to provide unit holders with attractive monthly tax advantaged cash distributions and to maximize total returns consisting primarily of tax-advantaged distributions, while reducing risk and preserving capital. The company was founded on September 29, 2009 and is headquartered in Toronto, Canada.	Investment Trusts/Mutual Funds	Douglas Jamieson	Director of Finance/CFO
JFT STRATEGIES FUND	Investment Trusts/Mutual Funds	Douglas Jamieson Edward Kelterborn Darie Urbanky	President Director/Board Member Chief Operating Officer
CI Investments, Inc. CI Investments, Inc. Investment ManagersFinance CI Investments, Inc. is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1965 as CI Mutual Funds, Inc. and adopted the name CI Investments in June 2005 to reflect its diverse line-up of investment options, including mutual funds, segregated funds, asset allocation programs, structured products and other alternative investments. They are a subsidiary of CI Financial Corp. (TSX: CIX). CI Investments manages money on behalf of Canadian investors and provide them with an increasingly comprehensive Canadian, global and industry funds.	Investment Managers	Douglas Jamieson Edward Kelterborn Darie Urbanky Bradley Howard	Director of Finance/CFO General Counsel Chief Operating Officer General Counsel
Marret Asset Management, Inc. Marret Asset Management, Inc. Investment ManagersFinance Marret Asset Management, Inc. (Marret) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 2001 by Barry Stewart and became a 65% owned subsidiary of CI Financial Corp. (TSE: CIX) in 2013. Marret offers private investors and institutions with a full spectrum of corporate credit investing strategies that covers investment grade, high yield, short-term cash alternatives, and opportunistic fixed income strategies for both core and alternative allocations.	Investment Managers	Adrian Prenc Adam Eric Tuer Kathleen Cooney	Portfolio Manager-Fixed Income Director of Research - Fxd Inc Chief Operating Officer
University of British Columbia	College/University	Herpal Sandhu	Undergraduate Degree
University of Ottawa	College/University	Edward Kelterborn	Graduate Degree
University of Toronto	College/University	Adrian Prenc Adam Eric Tuer Darie Urbanky Kathleen Cooney	Undergraduate Degree Doctorate Degree Graduate Degree Graduate Degree
The University of Waterloo	College/University	Douglas Jamieson	Graduate Degree
University of Victoria	College/University	Herpal Sandhu	Graduate Degree
Carleton University	College/University	Edward Kelterborn	Undergraduate Degree
The Law Society of Upper Canada The Law Society of Upper Canada Miscellaneous Commercial ServicesCommercial Services The Law Society of Upper Canada engages in the provision of legal services. The company was founded in 1797 and is headquartered in Toronto, Canada.	Miscellaneous Commercial Services	Edward Kelterborn	Corporate Officer/Principal
Ontario Bar Association Ontario Bar Association Miscellaneous Commercial ServicesCommercial Services Ontario Bar Association operates as the voice of Canada’s legal profession. The firm represents lawyers, judges, notaries, law teachers and law students from across the province. It specializes in advocacy, practice area sanctions, professional development programs, and law reform and law amendment. The company was founded in 1896 and is headquartered in Toronto, Canada.	Miscellaneous Commercial Services	Edward Kelterborn	Corporate Officer/Principal
McMillan LLP McMillan LLP Miscellaneous Commercial ServicesCommercial Services McMillan LLP provides legal services to public, private, and not-for-profit clients. The company is headquartered in Toronto, Canada.	Miscellaneous Commercial Services	Edward Kelterborn	Corporate Officer/Principal
The George Hull Centre for Children & Families The George Hull Centre for Children & Families Services to the Health IndustryHealth Services The George Hull Centre for Children & Families offers child and youth mental health services. The firm offers counselling services including assessment and treatment planning, individual, group and family therapy; group programs for children, youth and parents; day treatment-educational and therapeutic interventions in small classroom settings and substance abuse treatment for adolescents: and residential treatment for adolescents. The company is headquartered in Toronto, Canada.	Services to the Health Industry	Darie Urbanky	Director/Board Member
CI Financial General Partner Corp.		Douglas Jamieson	Director of Finance/CFO
Canadian ETF Association Canadian ETF Association Miscellaneous Commercial ServicesCommercial Services Canadian ETF Association operates as an association which provides information, education and access to resources on ETF investing in Canada. The company is headquartered in Toronto, Canada.	Miscellaneous Commercial Services	Edward Kelterborn	Director/Board Member
Maple Rock Capital Partners, Inc. Maple Rock Capital Partners, Inc. Investment ManagersFinance Maple Rock Capital Partners, Inc. (Maple Rock) is an alternative investment manager headquartered in Toronto, Canada. The firm was founded in 2014 by Xavier Majic and Lennard Kipp. They are a subsidiary of Three Sisters Holdings, Inc. Maple Rock provides discretionary investment advisory services to pooled investment vehicles operating as private investment funds.	Investment Managers	Kathleen Cooney	Chief Operating Officer
CI FIRST ASSET CANADIAN REIT ETF	Real Estate Investment Trusts	Douglas Jamieson Edward Kelterborn Darie Urbanky	Chief Executive Officer Director/Board Member Chief Operating Officer
WealthBar Financial Services, Inc. WealthBar Financial Services, Inc. Miscellaneous Commercial ServicesCommercial Services WealthBar Financial Services, Inc. engages in the provision of an online wealth management and financial planning platform. It offers online investing portfolios and exchange-traded funds along with commission-free advice. The company was founded by Tea Nicola and Chris Nicola in 2013 and is headquartered in Vancouver, Canada.	Miscellaneous Commercial Services	Darie Urbanky	Director/Board Member
CI INVESTMENT GRADE BOND ETF - DISTRIBUTING - CAD	Investment Trusts/Mutual Funds	Douglas Jamieson Edward Kelterborn Adam Eric Tuer Darie Urbanky	President Director/Board Member Chief Tech/Sci/R&D Officer Chief Operating Officer
FA Administration Services, Inc.		Douglas Jamieson Edward Kelterborn	Director of Finance/CFO Director/Board Member
LENDIFIED HOLDINGS INC.	Information Technology Services	Edward Kelterborn	Director/Board Member
CI GALAXY BITCOIN FUND	Investment Trusts/Mutual Funds	Douglas Jamieson Edward Kelterborn Darie Urbanky	Chief Executive Officer Director/Board Member Chief Operating Officer
NEO Exchange, Inc. NEO Exchange, Inc. Financial ConglomeratesFinance Part of Cboe Global Markets, Inc., NEO Exchange, Inc. is a Canadian tier 1 stock exchange for the innovation economy. Fully operational since 2015, NEO provides access to trading across all Canadian-listed securities on a level playing field. The company is based in Toronto, Canada. NEO lists companies and investment products seeking an internationally recognized stock exchange that enables investor trust, quality liquidity, and broad awareness including unfettered access to market data. NEO Exchange is a progressive stock exchange that brings together investors and capital raisers within a fair, efficient, and service-oriented environment. The Canadian company was founded by Joseph Schmitt and he has been the CEO since incorporation.	Financial Conglomerates	Edward Kelterborn	Director/Board Member
CI Private Wealth CI Private Wealth Investment ManagersFinance Part of CI Financial Corp., CI Private Wealth is a Canadian company that provides wealth management and asset management advisory services. The company is based in Toronto, Canada. The company was founded in 1965. Kurt MacAlpine has been the CEO of the company since 2019.	Investment Managers	Darie Urbanky	President
CI Fund Services, Inc.		Douglas Jamieson	President
CI Investments Services GP Ltd.		Douglas Jamieson	Director of Finance/CFO