Portfolio Management

M. Paul Bloom (Director). Mr. Bloom is the President of the Investment Manager and has overall responsibility for overseeing the investment management activities of Bloom Investment Counsel, Inc. Mr. Bloom has over 40 years experience in the Canadian investment industry, the last 31 of which as principal of Bloom Investment Counsel, Inc. which he founded in 1985. Mr. Bloom has provided investment advice on the management of over $2.5 billion of investment assets. Prior to immigrating to Canada from England in 1971, Mr. Bloom attended Manchester Polytechnic and graduated with a BA (Hons.) degree in law. From 1971 to 1972 Mr. Bloom was employed in the mergers and acquisitions department of Canada Permanent Trust. From 1972 until starting Bloom Investment Counsel, Inc. in 1985, Mr. Bloom was an Investment Analyst and later the Investment Manager at Slater, Walker of Canada Limited (later renamed Talcorp Limited). From 1993 to 2002 Mr. Bloom served as an independent director of Canadian General Investments Limited, one of the oldest closed end funds in North America. Mr. Bloom was a member of the Investment Committee of a leading Toronto charitable foundation from 2006 until 2011.

Adina Bloom Somer (Director). Ms. Bloom Somer has over 15 years of capital markets experience and has extensive day to day responsibilities for the portfolios. She joined Bloom Investment Counsel, Inc. as a Vice President, Portfolio Manager in 2010 and in 2011 was appointed as a Director. Prior to joining Bloom Investment Counsel, Inc., Ms. Bloom Somer was employed at TD Newcrest, a division of TD Securities, Inc. for 9 years. She commenced her employment with TD Newcrest as an Equity Research Associate and was later promoted to the position of Vice President, Equity Research Analyst. At TD Newcrest, Ms. Bloom Somer provided in-depth fundamental security analysis for common equities and income trusts in both the Media and Special Situations universes. Prior to joining TD, Ms. Bloom Somer was a Sales and Marketing Coordinator in the Private Client Marketing department at CIBC Wood Gundy.  Ms. Bloom Somer graduated from the University of Toronto in 1997 with an Honours BA in Political Science and graduated in 2000 from the Schulich School of Business with a Master of Business Administration (MBA) specializing in Finance and Marketing. She has completed Level 1 of the Chartered Financial Analyst (CFA) designation and also holds the Canadian Investment Manager (CIM) designation.

Sara N. Gottlieb (on sabbatical). Ms. Gottlieb is employed at Bloom Investment Counsel, Inc. as a Portfolio Manager and has been with the firm since 1996 as Vice President. Prior to joining Bloom Investment Counsel, Inc., Ms. Gottlieb was employed as a Research Associate at First Marathon Securities Limited. Ms Gottlieb graduated from the University of Toronto in 1995 with an Honours BA in Economics and Political Science. She earned her Chartered Financial Analyst (CFA) designation in 1999. Ms. Gottlieb is actively involved in charitable endeavours both domestically and internationally.

Eli Papakirykos. Mr. Papakirykos has over 10 years of capital markets experience. He joined Bloom Investment Counsel, Inc. as an Investment Analyst in 2011 and was promoted to the position of Vice President, Portfolio Manager in 2015. Prior to joining Bloom Investment Counsel, Inc., Mr. Papakirykos was employed as an Equity Research Associate at TD Newcrest, a division of TD Securities, Inc. for 6 years. At TD Newcrest he assisted with in-depth fundamental security analysis for common equities in the Telecom, Cable and Media universes. Prior to joining TD, Mr. Papakirykos was a Consultant in the Transfer Pricing Group within the Tax Department at KPMG. Mr. Papakirykos graduated from the University of Western Ontario in 2000 with an Honours BA in Economics, and graduated in 2002 from the University of Toronto with a Masters of Economics. He earned his Chartered Financial Analyst (CFA) designation in 2007.