James Frederic Gilliland

President & Chief Executive Officer, Head of Fixed Income at Leith Wheeler Investment Counsel Ltd.

James Frederic Gilliland

James Frederic Gilliland

President & Chief Executive Officer, Head of Fixed Income at Leith Wheeler Investment Counsel Ltd.

Biography

Jim joined Leith Wheeler in 2009. He has extensive investment experience in Canadian and U.S. fixed income markets through his time at HSBC Asset Management/M.K. Wong & Associates in Vancouver (1993-2001) and Barclays Global Investors (BGI) in San Francisco (2002-2009). Among his achievements were building out and managing a team of professionals covering interest rate strategies, corporate credit, securitized credit, and emerging markets; launching and managing a successful fixed income hedge fund; developing platforms to manage risk; and developing customized client solutions and liability driven solutions. He leads Leith Wheeler's bond team and chairs Leith Wheeler's Portfolio Review Committee.

Jim is a graduate of University of British Columbia (B.Comm with honours). After his work at HSBC, Jim earned his Masters degree in Financial Engineering at the University of California, Berkeley. Jim holds a Chartered Financial Analyst (CFA) designation.

Jim serves on the Faculty Advisory Board for the Sauder School of Business at the University of British Columbia as well as on the Steering Committee for the Masters of Financial Engineering Program at the University of California Berkeley.

Overview
RelSci Relationships

310

Number of Boards

1

Number of Awards

1

Relationships
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Chief Investment Officer & Executive Vice President at Leith Wheeler Investment Counsel Ltd.

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Senior Vice President, Portfolio Manager at Leith Wheeler Investment Counsel Ltd.

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Chief Financial Officer at Leith Wheeler Investment Counsel Ltd.

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Senior Vice President, Portfolio Manager at Leith Wheeler Investment Counsel Ltd.

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Head, Equity Trading at Leith Wheeler Investment Counsel Ltd.

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Chief Technology Officer & Head of Investment Analytics at Leith Wheeler Investment Counsel Ltd.

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Investment Funds Administrator at Leith Wheeler Investment Counsel Ltd.

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Vice President, Portfolio Manager at Leith Wheeler Investment Counsel Ltd.

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Vice President & Portfolio Manager at Leith Wheeler Investment Counsel Ltd.

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Vice President & Portfolio Manager at Leith Wheeler Investment Counsel Ltd.

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James Frederic Gilliland
President & Chief Executive Officer, Head of Fixed Income at Leith Wheeler Investment Counsel Ltd.
Education
Graduate Degree
Class of 2002

University of California Berkeley National rankings: In a National Research Council analysis of 212 doctoral programs at American universities, 48 Berkeley programs place among the top 10 nationwide. Faculty awards and honors: There are 8 Nobel Laureates, 32 MacArthur Fellows, and 4 Pulitzer Prize winners among the current faculty. History of UC Berkeley: Historical highlights, arranged by topic, following the campus's development — from UC's founding in 1868 to a turn-of-the-century building boom, a research explosion in the 1930s, the Free Speech Movement of the '60s, and Berkeley's key role today in science and technology revolutions. Timeline of discoveries and contributions by UC Berkeley scholars. Traditions of Cal: Who was the Angel of Death? What's with the "Big C" up there in the hills — and why is it sometimes green? Who wears Oski's jolly bear head and size 54 yellow sweater? Tours and webcams: Check out what's happening on Sproul Plaza, the campus's true heart. See stunning live views of the Bay Area from the Lawrence Hall of Science's perch in the Berkeley hills. Chancellor and administration: Information on Chancellor Robert Birgeneau, Executive Vice Chancellor and Provost George W. Breslauer, and how the university is organized. Organizational charts are included. UC System overview and links: On the campuses, laboratories, and medical centers that comprise UC's public educational system, as well as UC's K-12 partnerships, economic impact, and agriculture and environmental resources.

Undergraduate Degree
Class of 1993

The University of British Columbia (UBC), established in 1908, is one of Canada’s leading research universities and is consistently ranked among the top 40 in the world. The university attracts 54,000 students from across Canada and 140 countries around the world to two major campuses.

Career History
President & Chief Executive Officer, Head of Fixed Income
2009 - Current

Leith Wheeler Investment Counsel Ltd.'s (LWIC) value-oriented Canadian Equity investment strategy seeks to invest companies that have some competitive advantage or franchise that will preserve the company’s ability to deliver attractive returns on capital. The firm realizes that the market usually recognizes and fully values these types of companies so they focus on finding solid businesses which may not be fully recognized by the market. Often these businesses may be under some temporary cloud or competitive pressure such that the franchise value is not clear to the market or the business lacks the speculative appeal or fad of the moment. LWIC takes meaningful positions in these companies and their culture that allows them to be patient until their investment thesis unfoldsLWIC's fixed income strategies emphasize consistency of returns and safety of capital by investing in notes and bonds issued by the Canadian federal and provincial governments and by corporations. As in the management of their equity portfolios, the firm focuses on the long-term outlook for interest rates and structures portfolios accordingly. A key component of our credit selection process is establishing a disciplined outlook for specific sectors of the fixed income credit market. Within each sector LWIC evaluates each individual security based on a rigorous bottom up analysis of the fundamentals of the business and the industry in which it operates.

Managing Director, Fixed Income
2002 - 2008

Barclays Global Investors is an investment management subsidiary of U.K. based Barclays Bank. It is the largest corporate money manager in the world, with over £1.04 trillion (US$2.08 trillion) under management as of October 2007. The division is headquartered in San Francisco, and also has research and portfolio management teams in London, Sydney, Tokyo, Toronto and other cities, as well as client service offices in several additional major financial centres in Europe, North America and Asia.

Chief Strategist
1993 - 2001

HSBC Investments Canada (HSBC Canada) employs a team approach to fund management. Once asset allocation is determined, the firm utilizes a blended top-down, bottom-up approach to sector weighting and individual security selection. Their investment style emphasizes broad economic factors and individual security selection. HSBC Canada evaluates the outlook for the major equity and bond markets, along with economic activity and currencies. This economic overview provides the basis for all of the firm's investment policies and decisions. HSBC Canada combines the results of their global economic overview with further regional analysis to determine views on factors such as the strength of the economy, direction of interest rates, level of corporate earnings growth and relative valuation of bond and stock prices. The firm then compares the relative attractiveness of different asset classes and markets over the short and longer term to develop asset mix targets that are consistent with portfolio constraints. In addition, given the cyclical nature of Canada's resource-based economy, the firm constantly monitors and interprets a variety of macroeconomic factors that influence industry sectors and companies within those industries. These factors include interest rates, commodity prices, inventory levels and money supply.

Boards & Committees
Member, Management Committee
Current

Leith Wheeler Investment Counsel Ltd.'s (LWIC) value-oriented Canadian Equity investment strategy seeks to invest companies that have some competitive advantage or franchise that will preserve the company’s ability to deliver attractive returns on capital. The firm realizes that the market usually recognizes and fully values these types of companies so they focus on finding solid businesses which may not be fully recognized by the market. Often these businesses may be under some temporary cloud or competitive pressure such that the franchise value is not clear to the market or the business lacks the speculative appeal or fad of the moment. LWIC takes meaningful positions in these companies and their culture that allows them to be patient until their investment thesis unfoldsLWIC's fixed income strategies emphasize consistency of returns and safety of capital by investing in notes and bonds issued by the Canadian federal and provincial governments and by corporations. As in the management of their equity portfolios, the firm focuses on the long-term outlook for interest rates and structures portfolios accordingly. A key component of our credit selection process is establishing a disciplined outlook for specific sectors of the fixed income credit market. Within each sector LWIC evaluates each individual security based on a rigorous bottom up analysis of the fundamentals of the business and the industry in which it operates.

Awards & Honors
CFA (Chartered Financial Analyst)
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