Phong Liao

PIMCO Tactical Income Fund is a closed-end investment company. Its investment objectives are to provide holders of Units with current income as a primary objective and capital appreciation as a secondary objective, through various market cycles. The company was founded on February 26, 2014 and is headquartered in Toronto, Canada.

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.

Pimco Global Income Opportunities Fund operates as a closed-end investment fund. It intends to provide holders of units with monthly cash distributions, maximize total return to unitholders through distributions and capital appreciation and preserve capital through investing in a managed portfolio comprised of fixed-income securities selected from multiple fixed-income sectors. The company was founded on February 26, 2014 and is headquartered in Toronto, Canada.

PIMCO Tactical Income Opportunities Fund is a closed-end investment fund whose primary objective is to provide its holders with current income. It also aims to, through various market cycles, utilize a dynamic asset allocation strategy among multiple sectors in the global credit markets, including corporate debt, mortgage-related and other asset-backed securities, government and sovereign debt, taxable municipal bonds, other fixed-, variable- and floating-rate income-producing securities of U.S. and global issuers, including emerging market issuers, and real estate-related investments. The company is headquartered in Toronto, Canada.

Gluskin Sheff + Associates, Inc. is an independent wealth management company, which engages in managing portfolios of private clients, as well as institutional investors, including family offices, foundations, endowments, and public and private pension plans. It also offers investment management services. The company was founded by Gerald Sheff and Ira Gluskin on April 17, 1984 and is headquartered in Toronto, Canada.