Masood Samim

Analyst-Equity at Marret Asset Management, Inc.

Finance

Consumer Services

Network origin in Masood Samim first degree

Entity	Entity type	Industry
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. 9	Subsidiary	Investment Managers	9

Chart of Companies connected to the second degree

Multi-company connection

Companies connected to Masood Samim 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
TD Asset Management, Inc. TD Asset Management, Inc. Investment ManagersFinance TD Asset Management, Inc. (TDAM) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of the Toronto-Dominion Bank (NYSE: TD), a Canadian chartered bank regulated by the Office of the Superintendent of Financial Institutions. Founded in 1987, TDAM provides discretionary investment management services to corporations, investment companies, pension funds/plans, endowments and foundations.	Investment Managers	Margot Naudie	Analyst-Equity
Citibank Canada Citibank Canada Major BanksFinance Citibank Canada provides banking solutions. The firm provides financial solutions in corporate and investment banking, credit cards, consumer finance, investment, leasing, private, and retail banking services. It offers services to corporations, financial institutions, government agencies, and individuals. The bank operates in Canada through the Citibank, Citi Cards Canada, CitiFinancial, Citi Global Markets, Primerica, and Diners Club franchises. Citibank Canada was founded in 1954 and is headquartered in Toronto, Canada.	Major Banks	Paul Sandhu	Corporate Officer/Principal
AMERIGO RESOURCES LTD.	Other Metals/Minerals	Margot Naudie	Director/Board Member
BMO Capital Markets Corp. (Canada) BMO Capital Markets Corp. (Canada) Investment Banks/BrokersFinance BMO Capital Markets Corp. (Canada) (BMO Capital Markets-Canada) is the Canadian brokerage arm of BMO Capital Markets Corp., a full-service financial services provider in the US. The firm was founded in 1817 and is a subsidiary of BMO Asset Management, Inc., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. Headquartered in Toronto, BMO Capital Markets-Canada provides full-service, institutional brokerage services to corporate, institutional and government clients around the world.	Investment Banks/Brokers	Paul Sandhu	President
COTEC HOLDINGS CORP.	Financial Conglomerates	Margot Naudie	Director/Board Member
ELEPHANT CAPITAL PLC	Investment Managers	Margot Naudie	President
TREASURY METALS INC.	Precious Metals	Margot Naudie	Director/Board Member
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.	Investment Trusts/Mutual Funds	Barry Stewart Allan Adrian Prenc Paul Sandhu Adam Eric Tuer	Chairman Corporate Officer/Principal Director/Board Member Chief Tech/Sci/R&D Officer
BTU METALS CORP.	Precious Metals	Margot Naudie	Director/Board Member
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	Barry Stewart Allan	Chief Executive Officer
MARRET MULTI-STGY UN	Investment Trusts/Mutual Funds	Barry Stewart Allan Adrian Prenc Paul Sandhu	Chief Executive Officer Corporate Officer/Principal Director/Board Member
Canada Pension Plan Investment Board Canada Pension Plan Investment Board Investment ManagersFinance The Canada Pension Plan Investment Board (CPPIB) is a government-owned professional investment management organization headquartered in Toronto, Canada. The firm was founded in 1997 and is also known as the CPP Investment Board. CPPIB manages the investments of the Canada Pension Plan (CPP).	Investment Managers	Margot Naudie	Portfolio Manager-Equities
National Bank Financial, Inc. (Broker) National Bank Financial, Inc. (Broker) Investment Banks/BrokersFinance National Bank Financial, Inc. (Broker) (NBF-Broker) is the broker/dealer division of National Bank Financial, Inc., a Canadian mutual fund manager headquartered in Montréal, Quebec. The firm was founded in 1902 and is a direct subsidiary of National Bank Acquisition Holding, Inc., ultimately owned by National Bank of Canada (TSX: NA). NBF-Broker provides retail advisory and brokerage services with institutional brokerage, investment banking, corporate finance and securities clearing services for third parties. The firm has a substantial presence in all regions of Canada, as well as operations in the US and Europe.	Investment Banks/Brokers	Charles LeBlanc	Analyst-Equity
Rae & Lipskie Investment Counsel, Inc. Rae & Lipskie Investment Counsel, Inc. Investment ManagersFinance Rae & Lipskie Investment Counsel, Inc., do-business-as The RaeLipskie Partnership, is a Canadian investment management firm headquartered in Waterloo, Ontario. The firm was founded by Kenneth Rae and Brian Lipskie in 1988. They were acquired by Guardian Capital Group Ltd. (TSE: GCG; OTCMKTS: GCAAF) in 2022. The RaeLipskie Partnership provides discretionary management services to individuals and families, charities, endowments, corporations, estates and trusts, and retirement funds.	Investment Managers	John Zondo	Portfolio Manager-Equities
McGill University	College/University	Margot Naudie	Undergraduate Degree
University of British Columbia	College/University	Barry Stewart Allan Paul Sandhu	Undergraduate Degree Undergraduate Degree
University of Toronto	College/University	Adrian Prenc Adam Eric Tuer Youn Su Woo	Undergraduate Degree Doctorate Degree Undergraduate Degree
The University of Waterloo	College/University	Braxtin da Roza John Zondo	Undergraduate Degree Undergraduate Degree
University of Arizona	College/University	Barry Stewart Allan	Masters Business Admin
University of Montréal	College/University	Charles LeBlanc	Graduate Degree
University of Victoria	College/University	Paul Sandhu	Graduate Degree
University of Sherbrooke	College/University	Charles LeBlanc	Undergraduate Degree
HEC Montréal	College/University	Charles LeBlanc	Corporate Officer/Principal
Goldman Sachs Canada, Inc. Goldman Sachs Canada, Inc. Investment Banks/BrokersFinance Goldman Sachs Canada, Inc. is an independent broker/dealer headquartered in Toronto. They are a subsidiary of Goldman Sachs Group, Inc. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research	Investment Banks/Brokers	Paul Sandhu	Corporate Officer/Principal
MOUNT LOGAN CAPITAL INC.	Investment Managers	Barry Stewart Allan	Chief Executive Officer
POLARIS RENEWABLE ENERGY INC.	Alternative Power Generation	Margot Naudie	Director/Board Member
Providence Health Care Foundation Providence Health Care Foundation Miscellaneous Commercial ServicesCommercial Services Providence Health Care Foundation is a non-profit, charitable foundation located in Centralia, Washington.	Miscellaneous Commercial Services	Margot Naudie	Director/Board Member
Richard Ivey School of Business	College/University	Margot Naudie John Zondo	Masters Business Admin Graduate Degree
CI INVESTMENT GRADE BOND ETF - DISTRIBUTING - CAD	Investment Trusts/Mutual Funds	Paul Sandhu Adam Eric Tuer	Chief Executive Officer Chief Tech/Sci/R&D Officer
OSINO RESOURCES CORP.	Precious Metals	Margot Naudie	Director/Board Member
DMAT Capital Management, Inc. DMAT Capital Management, Inc. Investment ManagersFinance DMAT Capital Management, Inc. provides investment advice. The private company is based in Toronto, Canada. and has subsidiaries in Canada. The Canadian company was founded in 2019 by Barry Stewart Allan.	Investment Managers	Barry Stewart Allan	Founder
ABAXX TECHNOLOGIES INC.	Packaged Software	Margot Naudie	Founder
BASE CARBON INC.	Miscellaneous Commercial Services	Margot Naudie	Director/Board Member
Phyto Organix Foods, Inc. Phyto Organix Foods, Inc. Food: Major DiversifiedConsumer Non-Durables Phyto Organix Foods, Inc. processes and distributes organic plant-based protein. The private company is based in Calgary, Canada. The Canadian company was founded by Chris Theal. Chris Theal has been the CEO since incorporation.	Food: Major Diversified	Margot Naudie	Director/Board Member