Executive
 
Christopher Guthrie    Christopher Guthrie, BA CFA, President, CEO, Portfolio Manager, Founding Partner. Mr. Guthrie is responsible for establishing corporate strategy and leading its implementation and execution and is accountable to the Board of Directors. As Portfolio Manager, he has ultimate responsibility for all portfolio management decisions made by the firm. He has more than 20 years experience in investment management. Prior to founding Hillsdale in January 1996, Mr. Guthrie was employed at a Toronto based investment counselor specializing in quantitative equity management and was responsible for (i) assisting in the design and on-going development of quantitative equity management systems; (ii) training institutional money managers in the application of quantitative investment strategies; and (iii) supervising and managing in-house equity accounts. Chris is a member of the Education and Research Committee of Alternative Investment Management Association (AIMA) and is frequently invited to speak at industry conferences and CFA Institute events.
 
Arun Kaul    Arun Kaul, BA CFA, Portfolio Manager, COO, Partner. Mr. Kaul is responsible for assisting in the establishment of corporate strategy and ensuring its implementation and execution. As Portfolio Manager, he shares responsibility with Chris for all portfolio management decisions. He has more than 14 years experience in investment management. Prior to joining Hillsdale, Mr. Kaul was employed at a Toronto based investment counselor specializing in quantitative equity management and was responsible for (i) assisting in the design and on-going development of quantitative equity management systems; (ii) training institutional money managers in the application of quantitative investment strategies; (iii) managing in-house equity accounts. He was also previously employed as an Auditor for the Prudential Insurance Company of America. Arun joined Hillsdale in December 1996.
 
Portfolio Management
 
Taha Jaffer    Taha Jaffer, MASc, MMF, Ph.D, Director, Research. Dr. Jaffer is responsible for providing research support to the portfolio management team on critical areas including risk management, optimization, option trading and portfolio construction. Prior to joining Hillsdale, Dr. Jaffer was Vice President of Hedge Fund Investments at Northwater Capital Management, an Investment Analyst at Elliot and Page Investments, and has held a number of senior research roles in finance, engineering, and academia. Having published research papers on extensive topics, his current research focus is on management of different alpha strategies. Taha joined Hillsdale in August 2007.
 
Tony Batek    Tony Batek, BMath, CFA. Portfolio Manager, Partner. Mr. Batek is responsible for assisting in the design and implementation of the firm's proprietary research, providing equity market analysis and assisting in the implementation of the firm's portfolio management decision making process. He has more than 10 years experience in investing, particularly in the management of small cap Canadian equities. Prior to joining Hillsdale, Mr. Batek was a Quantitative Analyst at Laketon Investment Management, and a Canadian Equity Market Manager and Systems Analyst at CPMS. Tony joined Hillsdale in July 2002.
 
Wyn Huynh    Wyn Huynh, BA, CFA, FRM. Portfolio Manager, Partner. Mr. Huynh is responsible for assisting in the design and implementation of the firm's proprietary research, providing equity market analysis and assisting in the implementation of the firm's portfolio management decision making process. He has more than 5 years experience in investing, particularly in the management of small cap US equities. Prior to joining Hillsdale, he was an Investment Research Analyst - Marketing at Franklin Templeton and an Asset Liability Analyst at Manulife Financial Corp. Wyn joined Hillsdale in October 2002.
 
Alfred Sum    Alfred Sum, BAsc, MASc, FRM. Global Financial Analyst. Mr. Sum is responsible for providing research support to the portfolio management team on global investment strategies. Prior to joining Hillsdale, Mr. Sum was an Investment Analyst at Cornerstone Capital Partners, a Senior Analyst at TD Securities, and a Senior Risk Analyst at RBC Capital Markets. He has 5 years experience in financial and quantitative analysis. Alfred joined Hillsdale in March 2008.
 
Data Management
 
Ray Chantler    Ray Chantler, B. Math, CFA. Director, Information Management, Partner. Mr. Chantler is responsible for assisting in the design and implementation of the firm's proprietary research, developing quantitative models and for creating software to manage the firm's databases and applications. Prior to joining Hillsdale, Mr. Chantler worked as a Development Manager for Reuters Information Services, creating software to manage financial market, and economic databases and applications. Ray joined Hillsdale in October 2003.
 
Dave Hosier    Dave Hosier, BSc, CAIA. Senior Programmer/Analyst. Mr. Hosier assists in the design and implementation of the firm's proprietary research, develops quantitative models, and creates software to manage the firm's databases and applications. Prior to joining Hillsdale, Mr. Hosier supported Options and Fixed Income databases for Reuters, and developed actuarial software for Royal Insurance. Dave joined Hillsdale in April 2006.
 
Execution Management
 
Gary Bryant    Gary Bryant, BSc. Director of Trading. Mr. Bryant manages the trading function for the firm. Prior to joining Hillsdale, he worked on the portfolio trading desk at Merrill Lynch Canada. Gary has extensive experience at a number of Canadian investment dealers trading equities and derivatives on an agency and proprietary basis, as well experience as a research analyst in quantitative analysis and portfolio strategy. Gary joined Hillsdale in March 2005.
 
 
Marketing and Sales
 
John Loeprich    John Loeprich, BMath, CGA, Senior Vice President, Private Client Marketing, Partner. Mr. Loeprich is responsible for all aspects of the firm's private client marketing including, strategy, marketing, sales and promotion and third party distribution. He also assists the executive team in implementing and executing its operational policies and procedures. Prior to joining Hillsdale, Mr. Loeprich was COO and CFO at both @rgentum Management & Research and @rgentum / University Avenue Financial Corp, CFO at Fidelity Investments Canada Ltd. and a Manager and Systems Analyst at TD Bank. John joined Hillsdale in March 2001.
 
 
Chen Yongjian    Chen Yongjian, BBA, Director, Marketing. Mr. Chen is responsible for assisting in the establishment of corporate marketing strategy and ensuring its implementation and execution. Prior to joining Hillsdale, Mr. Chen was a brand manager at L'Oreal Canada and was responsible for marketing planning, product development and brand management. Chen joined Hillsdale in December 2006.
 
Julie Guthrie    Julie Guthrie, MA Comm, CHFS, CSC, Manager, Client Services. Mrs. Guthrie is responsible for client service and sales administration and also assists the Private Client division in implementing and executing its strategy, marketing and promotions. Prior to working for Hillsdale, Mrs. Guthrie worked as a Business Analyst for the Canadian Television Fund and most recently as an HR Administrator for the Toronto District School Board. Julie joined Hillsdale in June 2002.
 
Kristin Spate    Kristin Spate, Administrator, Client Services. Ms. Spate is responsible for assisting with client service and sales administration within the Private Client division. Ms. Spate has over 16 years of legal and corporate administrative support experience, including working as a Legal Administrator at Atlantis Films Limited and as a Corporate Executive Assistant for Cara Operations Limited. Kristin joined Hillsdale in December 2005.
 
Administration, Compliance & Information Technology
 
Ian Pember    Ian Pember, B. Comm, C.A., Vice-President, Administration and Compliance, Partner. Mr. Pember is directly responsible for Finance, Administration and Operations. Prior to joining Hillsdale, Ian was President of a hedge fund manager in Toronto where he was responsible for all operational aspects of the company and its domestic and international hedge funds. Before that he spent 18 years in the banking industry with Citibank Canada and CIBC in various finance roles, primarily coordinating the reporting, planning and forecasting processes. Ian joined Hillsdale in May 2002.
 
Martin Fraser    Martin Fraser, BASc, PEng, CAIA, Director, Information Technology. Mr. Fraser develops application software for Hillsdale and manages the company's computing and networking resources. Prior to joining Hillsdale, Mr. Fraser managed and developed imaging software for CT, MRI and Ultrasound systems. Mr. Fraser also spent 14 years developing and managing software applications and communication systems for Reuters and IP Sharp Associates for financial, economic and energy market data. Martin joined Hillsdale in May 2005.
 
Diane Kewley    Diane Kewley, B. Comm, CMA, Manager, Fund Administration. Ms. Kewley is responsible for all administrative matters for the Hillsdale Funds and for reporting to institutional clients. Diane has over 15 years experience working in regulatory reporting, investment banking finance, internal audit and investment accounting with CIBC World Markets, BMO Nesbitt Burns, and other financial institutions in Toronto. Diane joined Hillsdale in November 2005.
 
Gemma Gillis    Gemma Gillis, Manager, Administrative Services. Mrs. Gillis is responsible for the coordination & productivity management of Hillsdale's administrative support functions, in addition to functioning as Senior Executive Assistant to Mr. Guthrie & Mr. Kaul. Prior to joining Hillsdale, she was Manager Communications & Sales Support at Travelex Foreign Exchange and has previously held several Executive Assistant roles in both the financial and legal industries. Gemma joined Hillsdale in March 2004.
 
Edgardo Parayno    Edgardo Parayno, BSc. Operations Analyst. Mr Parayno is responsible for administrative matters related to trade settlement and account reconciliation. Prior to joining Hillsdale, Mr. Parayno was a supervisor at Bank of America Canada Reconciliation Department. Ed joined Hillsdale in September 2002.
 
Elizabeth Hitchcox    Elizabeth Hitchcox, Office Manager. Ms. Hitchcox is responsible for providing administrative support to the firm. Liz has many years of work experience in various size businesses and is a recent honours graduate of the Office Administration – Executive Assistant program at Seneca College. Liz joined Hillsdale in November 2006.

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