WAISC

WAISC Niagara 2013 Capital Introduction

Always one of the highlights of WAISC is the Product ShowcaseWhere End Investor Meets Manager!

Delegates have an opportunity to hear directly from alternative investment managers and exempt market issuers. Presented in 7 minute segments, this format facilitates fast acquisition of facts and allows direct access to the information you need.

This year’s segments will allow you to hear from up-and-coming products as well as more established managers.

For additional information please contact Helen:

T: 416 306 0151 Extn 2246
E:bilhete@radiusfinancialeducation.com

 

 

 

 


Acorn Global Investments is an alternative investment manager that specializes in using systematic trading strategies to deliver strong returns and diversification benefits to investors. The investment objective of the program is to deliver annualized double digit returns over a five year period and a diversification benefit that provides low correlation to traditional equity, bond, and real estate investments. To pursue its investment objective, Acorn applies highly disciplined, adaptable and proven strategies to a liquid portfolio of exchange traded derivatives, equities, and exchange traded funds diversified by geography, sectors, instruments, systems, frequencies and trade direction.



Jason Russell
As founder of Acorn Global Investments, Jason Russell serves as the firm’s Chief Investment Officer. Jason is a veteran portfolio manager who brings more than 22 years of industry and alternative investment management experience to the firm. Previous experience included roles at Bankers Trust, Merrill Lynch, CIBC, and Salida Capital where he was the portfolio manager for its Global Macro Hedge Fund. He has considerable expertise and experience in systematic and discretionary research and trading. Jason is a member of the CFA Institute and the Toronto CFA Society.


Founded in 2007, AlphaNorth Asset Management ("AlphaNorth") is a Toronto based investment manager. AlphaNorth believes that superior long term equity returns are achievable by exploiting inefficiencies in the Canadian small cap universe through careful security selection on both a long and short basis. The firm combines technical analysis with both a bottom-up and top-down strategy in the selection of investments offering the best reward versus risk opportunities. AlphaNorth manages the AlphaNorth Partners Fund which is a long biased small cap focused hedge fund. AlphaNorth also manages the AlphaNorth Growth Fund, and the AlphaNorth Resource Fund, which are open-ended mutual funds, as well as the AlphaNorth 2012 Flow-Through LP. The Funds objectives are to achieve industry leading long term returns.



Skye Collyer
Skye Collyer plays a key role on the AlphaNorth leadership team as Vice President, Sales and Marketing. Skye is responsible for marketing and communication initiatives as well as investor and media relations in support of fund launches, ongoing sales and closings. She joined AlphaNorth in 2010, bringing a multidisciplinary investment and marketing perspective developed through her unique background in both the investment world and the current multi-media environment. After earning a BFA (Hon.) from Ryerson University in 2006, Skye worked as a television and media personality for several entertainment television and online networks and performed live and on-camera hosting for sports, marketing, PR and philanthropic events. Skye also completed her Canadian Securities Course (CSC), Conduct and Practices Handbook Course (CPH) and 90-day Investment Advisor Training Program while working in the retail investment world, where she held a position with a leading global independent investment dealer prior to joining AlphaNorth. In 2010, Skye was featured in Stock & Awe, a viewer-education situational series for investors which aired nationally on both BNN and CTV.


Arrow Capital Management ("Arrow") is an employee-owned company, founded in 1999 by James McGovern. Arrow's expertise in active portfolio management and manager selection is evident in its strong, diverse platform, which provides our clients with access to a global selection of outstanding alternative investment funds. One of the most experienced alternative investment fund companies in Canada and with an extensive network of global resources, Arrow has successfully navigated its clients through all types of market conditions.
The Arrow team is made up of seasoned portfolio managers and industry experts who have the experience and know-how to deploy a variety of alternative investment strategies with a global perspective. Arrow's principals invest substantially alongside their clients and believe that capital protection is paramount. 100% transparency is the core driver behind the strict vetting process that is required to gain access to the Arrow platform, and once onboard, Arrow continues to monitor the manager's trading activity and provide ongoing risk evaluation. This analysis enhances Arrow's active investment management process through portfolio adjustments in its multi-manager funds in order to reduce its investment risk and improve returns.
With its' affiliates, Arrow manages over CAD $900 million of assets, comprised of both single manager and multi-manager portfolio funds. Arrow's investment research, portfolio management and trading operations are located at head office in Toronto. Arrow has sales offices in Calgary and Vancouver, as well as research and sales offices in London, United Kingdom with their partner Generation Asset Management.
2008 Hedge Fund Awards
Best Contribution to Canadian Hedge Fund Industry – Jim McGovern
2006 Canadian Investment Awards
Fund of Hedge Funds Award – Arrow Diversified Fund (formerly named Arrow Multi-Strategy Fund)
2005 Canadian Investment Awards
Fund of Hedge Funds Award – Arrow Diversified Fund (formerly named Arrow Multi-Strategy Fund)

 


Sean Wynn
Sean Wynn is the Managing Director, Institutional Sales in Arrow’s Toronto office and is responsible for the firms’ marketing and business development initiatives in the Institutional and High Net Worth channels. Mr. Wynn joined the firm in 2012, after spending fourteen years in the financial services industry in various roles. Prior to joining Arrow Capital, Mr. Wynn served as Director of Marketing at JCClark Ltd., was a Director of Investments at Laurentian Financial Services, before that he was a Regional Sales Director for Desjardins Financial Security and started his career as a Financial Advisor at Merrill Lynch Canada. Mr. Wynn received a Bachelor of Arts degree from the University of Western Ontario in 1994 and has also completed the Canadian Securities Course (1998), the Conduct & Practices Handbook Course (1999), Branch Manager Course (2002) and Level II Life License (2004). Mr. Wynn also currently serves on the AIMA Canada Sales Practices Committee.

Banro is a Canadian gold company with production from its first gold project, Twangiza, in the Democratic Republic of the Congo. Banro anticipates completion of its second open pit project, Namoya, in the fourth quarter of 2013 and is active in exploring two additional projects that are fully-permitted and licensed along the 210km long Twangiza-Namoya gold belt in the northeast DRC.
Banro’s Twangiza mine is scheduled to produce some 120,000 ounces of gold in 2014 and Namoya’s anticipated production is 125,000 ounces per year in full production. Led by a proven management team with extensive gold and African experience, Banro’s business model is to focus on the substantial and open pitable oxide resources it has delineated to date. Banro has identified 10.18 million ounces of Measured and Indicated Resources, plus Inferred Resources of 7.01 million ounces along this highly-prospective gold belt.
In addition to the focus on oxides, which have a lower capital intensity to develop, lower cost of production and subsequently high return on capital, the Company's philosophy is to develop these projects in a socially and environmentally responsible manner. The Company is committed to the DRC and its peoples and has established "The Banro Foundation" to fund and oversee social uplift programs that directly benefit the communities in which Banro operates.



Naomi Nemeth
Naomi Nemeth is a seasoned investor relations professional with more than 25 years' experience, the majority of which has been focused on the mining industry with companies such as Desert Sun Mining (acquired by Yamana Gold), Wolfden Resources (acquired by Zinifex), African Copper, Homeland Energy and Continental Gold. Naomi began her career as a geologist working in the Yukon, Northwest Territories and Ontario and has an undergraduate degree in geology and biology from Brock University and a Master's degree in journalism from the University of Western Ontario.


Centurion Apartment Real Estate Investment Trust, or REIT, is an investment fund which provides an opportunity for individual and institutional investors to invest in a diversified portfolio of rental apartments in Canada and participate in the profits derived from them. With interests in a portfolio worth over $500 million, comprising more than 4,750 rental units located in 41 separate apartment properties in 16 Canadian communities, Centurion Apartment REIT (which is RRSP, RESP and TFSA eligible) is perfectly positioned to provide consistent, tax-efficient returns to its investors without exposing them to the volatility of the stock market.
Centurion Apartment REIT is run by an experienced management team and has an independently controlled board of trustees to provide independent oversight on behalf of all investors. Centurion Apartment REIT units are sold by Offering Memorandum to qualified investors only. Investors may purchase units in the fund through Centurion Asset Management Inc. or through their Investment Advisor.



Peter Figura
Peter has over 18 years of Financial Services industry experience. His management focus is the development and implementation of comprehensive wholesaling programs with an emphasis on their alignment with company business goals. Working with executive management groups, Peter has helped in the design, implementation and approval of several financial products that were brought to the market.
Peter’s investment career include roles of financial advisor with major Canadian full service investment dealers, senior manager of investment department with one of the major Ontario Credit Unions, Director of Investment Marketing with one of the independent financial advisory organizations, and VP Business Development with an independent investment services organization.
Peter has an MBA from the University of Toronto, and completed many of the industry required professional courses.
Peter is a regular business commentator on the news channel CP24, and a contributor to Exempt Market Watch, and The Exempt Edge, a publication of the National Exempt Market Association.


The Clifton Blake Group of Companies form a boutique real estate advisory and asset management firm. With a specialized focus on financial management and capital structuring, together with a strong and experienced, development and real estate operation back-office, the firm is a highly capable and efficient outfit. The firm’s activities include asset management, acquisitions/dispositions, mortgage financing and loan administration on behalf of both public and private clients. Current assets under management are approximately $40 million. Completed transactions rage from $1 million - $45 million and cover a wide variety of commercial asset classes in markets across Canada.

  • With a team of 19 origination staff on the ground sourcing new opportunities, Clifton Blake is able to gain access to deals that are ‘off-market’ and without additional intermediaries involved.

  • The Fund seeks to take influential or controlling positions in real-estate projects by developing transactions to meet the specific investment goals.

  • Each opportunity is structured to maximize the market based, risk-reward equation through careful selection of financing partners and application of key controls throughout the value-add process, together with transparent reporting mechanisms.

  • Co-ownership with our partners coupled with deferred, variable, compensation & reduction of 3rd party costs through efficient utilization of in-house management expertise, ensures goal alignment on each project.


KC Daya
Mr. Daya is the Founding Principal of CBRA and brings with him a diverse real estate background spanning across, financing, acquisitions, dispositions, asset management, development and valuations of all types of commercial assets. Previously, Mr. Daya was employed with Brookfield Properties in their Asset Management group, a team responsible for the management of a $7 billion portfolio of Class A downtown office real estate assets in major cities across Canada. In this capacity, Mr. Daya was also involved in monitoring the Canadian debt portfolio of $4.5 billion, refinancing of individual mortgages over $50 million and liaised directly with the syndicate of lenders behind the $420 million construction facility for Bay Adelaide Centre. Prior to Brookfield, Mr. Daya worked with the Acquisitions and Asset Management groups at Morguard where he underwrote $1.5 billion worth of commercial real estate annually including a multi-residential portfolio of 4,890 units worth $560 million. Mr. Daya has an MBA in Real Estate Finance and Strategic Management from the Schulich School of Business and a B.Sc. From McGill University. Mr. Daya also sits on the Board of Governors and Real Property Committee for Sterling Hall School.


Crystalline Management Inc. is an alternative investment manager focused on Canadian capital markets, established in Montreal since 1998.
Our clients gather primarily Canadian and international institutional investors, but also family offices and private clients aiming to diversify their portfolios with attractive returns uncorrelated with those of traditional asset classes. As of September 2012, the firm managed approximately CA$220 million.
One the few alternative investment managers in the world focused on Canada, Crystalline’s core investment philosophy can be summarized in three basic values:

  • Integrity

  • Transparency

  • Expertise

Its flagship fund, the Amethyst Arbitrage Fund , has been up and running since 1998 with compelling results and the Topaz Multi Strategy Fund was launched in January 2012. The management of Crystalline has pledged to progressively increase its presence on the global alternative investment scene by complementing its product offering with ‘niche’ alternative funds, true to its philosophy.



Bradley Semmelhaack
Bradley has been with the Crystalline since June 2004 and a partner since 2006. Prior to joining Crystalline, he worked for three investment dealer firms from 1994, where he specialized during the last few years on serving the needs of the hedge fund arbitrage industry in Canada. Bradley graduated from McGill University in Commerce in 1992, and earned both the CFA Charter and Fellow from the Canadian Securities Institute in 1998. His knowledge and experience of the sell-side of the business, combined with his strong analytical skills bring breadth to the Firm’s niche investment platform. Bradley acts as co-Portfolio Manager of the Amethyst Arbitrage Fund and the Topaz Multi Strategy Fund.


Donville Kent Asset Management Inc. is a highly specialized asset management firm that manages investments on behalf of individual investors as well as select institutions.
Through the application of our focused investment strategy, we search for companies that possess high levels of return on equity, reasonable valuations and positive share price momentum.
Collectively, our principals have extensive global experience in portfolio management, equity research and trading. Unlike many traditional investment firms, our portfolio managers are the largest investors in our funds. This commitment results in the highest possible alignment of interest with our clients and is a key component of our success.


Jason Donville
Jason has had an illustrious career as an award-winning analyst in both Canada and Asia. Prior to founding Donville Kent Asset Management, Mr. Donville was consistently ranked as one of the top financial services analysts in Canada.
In 2004 and 2005, Mr. Donville was ranked in all three financial services research categories (banks, insurance and diversified financial services) in the annual Brendan Woods surveys.
Mr. Donville was also recognized as the Top Stock Picker in Diversified Financial Services in the 2004 and 2005 National Post/Starmine surveys. In addition, Donville Kent’s flagship fund, the DKAM Capital Ideas Fund, was awarded Best New Fund in Canada at the 2009 Canadian Hedge Fund awards.


East Coast Fund Management was established by John Schumacher and Mike MacBain who combined have over 50 years of capital markets experience. ECFMI is committed to providing a suite of unique investment products with sustainable cost effective returns. Our focus is to create, preserve and protect wealth using balance sheet strategies and risk management tools to provide the highest return per unit of risk. We invest alongside our clients to ensure management and investor interests are aligned at all times. Our differentiating factor is our proven track record of maintaining returns and preserving capital in turbulent times. We create absolute return in the portfolios while managing an articulated risk return strategy on each fund. We have a completely transparent and innovative fee structure that means you don’t pay fees when we don’t achieve a minimum return. Our high water fee marks are perpetual. Our commitment is to the highest standards of ethics and business conduct, professional investment practices and client services.



Robert Mann
Robert Mann has eighteen years of experience in the financial services industry. Prior to joining the Manager, Robert spent the majority of his career in the United States in senior client development, advisory and strategic roles for various asset management firms; his longest tenure with Fidelity Investments in San Francisco. He has also worked for hedge funds and private equity firms covering China and Japan, Europe and Africa. Robert graduated from the University of Waterloo (economics and math).


Excelion is a Toronto based Healthcare IT company focused on software and services. Excelion offers the first Real-Time Hospital Measurement System™ (RTHMS™), which acts as a hospital's "air-traffic-control", providing unparalleled visibility into key processes. As an example, Excelion is tackling the problem of Hospital Acquired Infections; the fourth leading cause of death in North America and a major healthcare system issue worldwide. By measuring hand hygiene compliance in real-time, Excelion has reduced infection rates by over 50% and significantly decreased average length of patient stay for hospital clients around the world. Excelion combines its proprietary and highly scalable Accreditrack™ software platform with RFID/Infrared sensing systems to create smarter hospitals capable of providing better care at lower costs. As a result, Excelion enables hospital clients to save time, money, and most importantly, lives!



Adrian de Valois-Franklin
Adrian de Valois-Franklin serves as the Chief Financial Officer of Excelion Technology Inc, a Toronto based healthcare IT provider of real-time hospital measurement systems. Prior to his role with Excelion, Adrian was as a Private Equity investment professional with the $180 billion CPP Investment Board (CPPIB) in Toronto. While at CPPIB, Adrian executed large scale buyouts of both private and public companies. Prior to CPPIB, Adrian focused on growing mid-market technology businesses with Accel-KKR in Silicon Valley; a joint venture between the private equity firm Kohlberg Kravis Roberts & Co. and the venture capital firm Accel Partners. Adrian also brings merger & acquisition advisory experience from his time as an Investment Banker with Goldman Sachs in New York and San Francisco.
Adrian attained his H.B.A with Distinction from the Richard Ivey School of Business at the University of Western Ontario. He holds securities licenses from the Canadian Securities Institute and the Financial Industry Regulatory Authority (FINRA) in the United States. Adrian also assists on charitable committees for the Arts Access Fund and Toronto Public Library Foundation.


Goodwood Inc. (and the "Goodwood Fund") was founded in October 1996 by Peter Puccetti using a value investment methodology that would be repeatable over time. Goodwood's objective is to achieve above average performance in the markets by using a bottom-up, value-oriented, active and often event-driven approach to investing. This has been achieved by investing in companies trading below our estimate of their true, underlying worth (i.e. by buying one dollar for fifty-cents).
Each day we use a fundamental and research-driven stock selection process. We are seeking to be long those companies that are financially healthy with profitable operations, possess redundant and/or unrecognized assets, are led by quality management, and which are trading below, in our estimate, their intrinsic values. Conversely, we seek to sell short companies with excessive market valuations relative to their true underlying value, companies that are financially vulnerable due to excessive debt, and/or have deteriorating fundamentals. Therefore, we advocate that the true character of the Goodwood Fund is that of a "concentrated value fund that can make short sales". This methodology has been the foundation for our growing success and strong past performance results.
While the Goodwood Funds actively invest in the North American equity markets, unitholders should expect a high exposure to Canada. Further, the Goodwood Funds use little to no leverage and are valued both weekly and again at month-end.
We take pride in our reputation for our open investor communication, and strive to continually strengthen our commitment to providing superior transparency to our unitholders. We publish a "Monthly Commentary" (via e-mail) on the first business day of each month. The goal of this regular correspondence is to openly communicate the performance results of your fund and to provide you with specific details concerning the investments held within the fund. We subscribe to the notion that it is in the collective interest of the fund to have unitholders better understand the companies which we own (and short) and the specific rationale for our investments.



Curt S. Cumming
Curt Cumming is the President and Chief Financial Officer at Goodwood Inc., an investment manager of various investment funds including the Goodwood Fund which is one of Canada’s longest running long/short funds differentiated by its bottom-up stock picking focus, value-orientation and active/event-driven approach to investing. Curt has over 17 years of institutional equity trading and investment management experience combining extensive knowledge of capital markets, financial analysis, portfolio management and business development. Prior to joining Goodwood Inc. in 1999, Curt held positions as an Institutional Equity Trader and High Net Worth Investment Advisor with large Canadian institutions.


High Desert Gold Corporation’s focus is the fast-track exploration and development of the 100% owned, 74 square km Gold Springs gold-silver district that straddles the Nevada and Utah border. The present NI 43-101 technical report inferred resource as of March 28, 2013 is 415,254 gold equivalent* troy ounces at the Jumbo and Grey Eagle targets. The associated mineralization is open to expansion as demonstrated by ongoing drilling. Forty three drill holes have been completed in 2013, subsequent to this resource and many of those announced drill holes expand the mineralized zones. Mineralization outcrops at surface and early stage metallurgical tests have been positive. Resource drilling has only been carried out on portions of two of 18 targets that include outcropping gold mineralization. “These features, together with the fact that the deposits are in “mining friendly” jurisdictions, bode well for potential future development” states Ralph Fitch, President and CEO.

Other Company assets include the San Antonio gold property in Sonora, Mexico and 10.7 million shares of Highvista Gold Inc. that owns the Canasta Dorada property, also in Sonora, Mexico.

*Gold equivalent calculations reflect gross metal content using a gold/silver ratio of 57.14

Toronto Venture Exchange: HDG.V and the US OTCQX: HDGCF

Mineral Exploration Company

 


Ralph Fitch
Mr. Fitch is the founder of High Desert Gold Corporation, South American Silver Corp., and their predecessor company, General Minerals Corporation (now Sprott Resource Corp.). He is a creative geologist with over forty years of international exploration management and field experience. His prior positions included Chief Geologist (Worldwide) and Manager of United States Exploration for the Chevron Minerals Group. His broad exploration experience includes living and exploring in the British Isles, Australia, West Africa (Liberia), South Africa and the United States, as well as extensive exploration experience in South America.
Mr. Fitch was awarded the Chevron Chairman’s Award for his part in the discovery of the Ujina ore body at the Collahuasi copper porphyry project in northern Chile, now the world’s third largest copper mine. He also directed the ore reserve estimations for the Lisheen zinc project in Ireland, another Chevron discovery, and the Stillwater platinum group metals project in Montana while he was Chief Geologist. Chevron’s interests in Collahuasi and Lisheen, which have been developed into mines and the Stillwater mine, were sold for $260 million.
Mr. Fitch received his B.Sc. (Special) Honours Degree in Geology from the Imperial College of Science and Technology, London in 1965.


INV Metals Inc. is a Canadian mineral resource company focused on the development and exploration of the Loma Larga (formerly Quimsacocha) gold property, located in Ecuador. The Company closed the transaction to purchase the Loma Larga property from IAMGOLD Corporation on November 14, 2012. In connection with the purchase, INV Metals issued 221 million shares to IAMGOLD as consideration and the Company raised $20 million in gross proceeds. The Company has planned an aggressive exploration program at the property over 18 months, including updating the engineering and other studies required for the advancement of the project.
The Loma Larga gold property contains an Indicated Mineral Resource estimated at 3.3 million ounces of gold within 32.6 million tonnes grading 3.2 grams per tonne (“g/t”) gold, 22 g/t silver and 0.20% copper at an Net Smelter Return cut-off value of US$22 per tonne, equivalent to approximately a 0.4 g/t gold cut-off. Within this total resource, there is a high grade core of 10.2 million tonnes grading 6.4 g/t gold, 36 g/t silver, and 0.41% copper, containing 2.1 million ounces of gold. The company is focusing its efforts on development plans to bring the deposit into production.

 


Robert Bell, CEO, INV Metals Inc.
Mr. Robert (Bob) Bell is a professional geologist with three decades of domestic and international mineral exploration experience. Mr. Bell graduated with an Honours B.Sc. in Geology from the University of Western Ontario, London, Ontario in 1980. After graduation, Mr. Bell began his exploration career at Inco Limited, ultimately serving in the capacity of Director of International Exploration. Mr. Bell's extensive geological experience includes exploration for base and precious metals in Canada, USA, Brazil, Peru, Indonesia, Namibia, Ecuador, Greenland and Australia. Mr. Bell joined INV Metals Inc. in July 2007.


Palos Management Inc. (“Palos”) is a boutique investment manager headquartered in Montreal. Founded in 2001, Palos is an independent firm that specializes in Canadian income and dividend funds. Approximately 20% of assets are owned by directors and employees, aligning our interests with those of our clients. For the past 12 years, our aim has been to generate a steady income stream, preserve our investors’ capital, deliver trading-enhanced returns, and manage risk. Our performance proves the value of our strategy and expertise of our portfolio managers. Palos manages the Palos Income Fund LP, which combines long-term holdings in dividend-paying equity and fixed income, with alternative trading strategies that aim to enhance returns. Palos also manages the Palos Equity Income Fund, an open-ended mutual fund.

 


Lionel Alcoloumbre, Vice President, Business Development, Palos Management
Mr. Lionel Alcoloumbre is responsible for business development and sales at Palos Management. He has over 25 years of experience in business development and sales in Canada and the US. He has worked at a senior level in real estate and mergers and acquisitions, and more recently in commercial banking at National Bank of Canada and Royal Bank of Canada. Mr. Alcoloumbre holds a Master’s degree from Harvard University and a degree in architecture from École Supérieure d’architecture de Toulouse in France. He is an active fundraiser for charities and foundations that benefit children and healthcare.


Probe Mines is a well-funded explorer focused on developing its 100%-controlled Borden Gold Project, a new multi-million ounce gold discovery located near the well-developed infrastructure of Chapleau, Ontario, Canada. An excellent candidate for bulk-tonnage, open-pit development and an underground scenario in the higher-grade zone, Borden provides an incredible opportunity to develop an important new gold discovery in a politically-stable, mining-friendly jurisdiction.
Open in all directions, the gold zone has been identified over an area 3km long by up to 200m wide with vertical depths up to 500m, with a higher-grade zone identified to the southeast. Step-out drilling confirms continuity of the high-grade zone and has added 700m of high grade material along-strike with potential for over 1km additional strike length.
An updated NI43-101 was released in January 2013; with a pit-constrained resource of over 4.3MM oz @ 1.03 g/t Au at a cut-off of 0.5 g/t Au; 85% in the Indicated category. The deposit contains a persistent higher-grade core, 2.34MM oz @ 1.66 g/t Au at a 1.0 g/t Au cut-off, which should greatly enhance future economic studies.
An aggressive drilling program is continuing with a focus on the high-grade discovery area where a recent intersection returned 51m @ 10.3 g/t Au. An updated 43-101 is expected in Q4/2013.

 


Karen Willoughby, Director of Corporate Communications, Probe Mines
A member of the Probe team since 2006, Ms. Willoughby brings over 15 years of capital markets and investor relations/corporate communications experience to the Company. With expertise in U.S. and Canadian listed companies, she utilizes highly developed industry best disclosure practices and is focused on the development/implementation/management of Probe's IR/Corporate Communications strategies.



Productivity Media is a late state, senior lender to film and television productions, providing Senior Secured debt to film and television production. We serve the needs of Canadian and international producers by providing innovative, short-term financing on quality projects.
In 2012, Productivity Media brought together a team that has extensive experience in financing, production, directing, and sales in both film and television.
Combined, Productivity Media is able to satisfy many needs of producers in Canada and across the globe.


Mark McNulty
Mark has spent the last 12 years servicing clients in the financial services sector. Prior to joining Productivity Media, he spent the last seven years with Maestro Real Estate Advisors as Senior Director, Investors Relations & Asset Management. He was responsible for capital raising and client servicing, as well as asset managing the portfolio. He participated in the sale of Maestro's portfolio of 52 properties, which sold in 2012 for $1.1 billion.
Mark graduated in Economics from Université de Montréal and holds the Chartered Investment Management designation (CIM®).


Rosalind Capital Partners L.P. invests only in the life sciences sector, and is managed by Rosalind Advisors, Inc.. The goal of the Fund is to maximize absolute returns relative to the volatility of the portfolio. The Fund tends to be uncorrelated to the market in two respects:

  • Catalyst driven – The Fund arbitrages risks related to events that are typically uncorrelated with the market.

  • Balance of longs and shorts – Historically the Fund holds both long and short positions with the goal of generating returns regardless of market conditions.


Steven Salamon
Steven Salamon, CFA is the President of Rosalind Advisors, Inc., a life-sciences-focused, investment adviser. Prior to co-founding Rosalind with Gil Aharon in 2006, Mr. Salamon was ranked the #3 North American biotech analyst by excess return according to Forbes/StarMine. He spent 12 years as a sell-side equity research analyst at firms such as RBC Dominion Securities and HSBC Securities. He earned an MBA from University of Western Ontario and B.Ap.Sc., Engineering Physics from University of Toronto.



Vertex One Asset Management Inc. was founded in the fall of 1997 by three partners. Since then, the assets under management have grown to over $1 Billion with a team of 18 professionals. Prior to founding Vertex One, your portfolio managers had a long history with very large bank-owned investment counselors. These firms will remain nameless. But, it is sufficient to say that indexing portfolios for a fee is an exercise your managers were not willing to undertake, and thus Vertex One was born.
Preservation of capital in both good and bad market conditions is the cornerstone of our investment process. “A penny saved is a penny earned” could be re-coined as “A penny not lost is a penny earned”. Vertex One will not gamble with your savings. However, temporary negative returns are a reality with any serious investment program and should be expected. Over the long term our goal is to produce a return on your invested capital, in adequate proportion, as to achieve a higher rate than one could attain by purchasing a government guaranteed bond or term deposit at your local bank.

It is paramount to us that our interests align with our clients, and as such, the employees of Vertex One are collectively the largest owners across the Vertex Funds.

In order to suit the investment needs of a broad range of investors we currently manage five funds.

Two offering memorandum based funds:
The Vertex Fund, and Vertex Managed Value Portfolio

And three prospectus-based, long-only funds:
Vertex Enhanced Income Fund, Vertex Growth Fund, and Vertex Value Fund

We strongly recommend that more than one fund be held in your portfolio to offset market risks, as each fund is designed to have a low correlation.


Tom Savage
Mr. Savage joined Vertex One in January of 2010. Tom’s background is in event-driven and arbitrage strategies. He was most recently a proprietary trader with CIBC World Markets, where he spent 4 years developing and executing equity arbitrage and special situations strategies. In his over 8 years of investment experience, he has also worked at Birch Hill Equity Partners and KBSH Capital Management. Tom is a CFA charterholder and member of the Vancouver Society of Financial Analysts. He received a Bachelor of Commerce degree from Queen’s University and an MBA from Harvard Business School.

 

 

 

 

 
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