WAISC

WAISC Vancouver 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

 

 

 

 

 


982 Media is in the business of Senior Secured Lending to completed motion pictures. 982 Media’s management team and investment committee consists of Hollywood veterans who source and manage the Print & Advertising campaigns (senior secured loans) for Hollywood pictures. These loans are senior secured and cash flow to 982 Investors. 982 Media provides a 6% fixed dividend return in addition to 50% profit participation, with estimated annual returns of 12%-14%*. 982 Media provides the investor with fixed dividend income, capital growth and diversity within a senior secured loan business model. Please read the offering memorandum for full disclosure.



David Todd
David Todd is the Director of Sales at Omniarch Capital. In this capacity, Mr. Todd is responsible for business development and Exempt Market Distributor interaction on a national level.
Prior to joining Omniarch Capital Mr. Todd was Vice President of Sales with a Western Canadian Distributor and one of Canada¹s largest Investment Education Associations.
Mr. Todd¹s experience also includes positions as Executive Vice President of Business Development and Vice President or Sales within both the Electronics Manufacturing Services and Telecommunications Industries.
In these capacities, Mr. Todd developed and implemented Corporate Vision and Policies; Foot Print Expansion Strategies; managed Global Sales Teams as well as International Supply Chain Operations.


Founded in 2009, The A2A Capital Management group is an integrated international land development and investment organization specializing in the planning and provision of innovative land enhancement investment programs. We seek out and offer to investors some of the world’s select opportunities in land investments with the single-minded aim of delivering appreciable returns, consistently and in a timely manner.



Matthew Skerry
Matthew joined the A2A team as their first Canadian head of Marketing and Training just prior to their launch in early 2013.

Having worked with other major international real estate investment firms over the last eight years, Matthew gained extensive exposure to all aspects of structuring, marketing and servicing exclusive real estate investments to a wide and diverse client base.

Matthew returned to Canada in 2012 after 5 years in Southeast Asia, living and operating in several countries where he lead a team of over 150 representatives offering structured real estate products to retail and institutional investors in Hong Kong, Singapore and Malaysia

Matthew grew up in Lunenburg, Nova Scotia and received his Bachelor of Commerce with a major in Marketing from Mount Allison University in New Brunswick, Canada.


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.


Aileron Capital Inc., a privately held corporation located in Burlington, Ontario, is the Financial Services Agent to Beacon Trust.
The Financial Services Agent is responsible for all financial and related services in connection with the activities of Beacon Trust. Beacon Trust, an Ontario trust, is a special purpose entity that will acquire interests in revolving pools of consumer loan receivables. The Beacon Trust Asset-Backed Notes, Series 2013-1 will evidence debt obligations of Beacon Trust secured by, and with recourse limited to, a co-ownership interest in a revolving pool of consumer loan receivables and certain other assets acquired pursuant to a Series 2013-1 Sale and Servicing Agreement.
Aileron has assembled a dynamic team with extensive securitization and operational experience to act as Financial Services Agent to the Beacon Trust institutional grade investment structure.


Greg Nelson
Greg is a highly effective decision maker with diversified credit experience. Greg developed consistent rating approaches resulting in rated transactions performing without rating downgrades or losses for investors or credit enhancers that were party to the transactions. Greg is a recognized expert in international securitization and project finance and a past speaker at Canadian, US and European conferences on ABS, MBS and infrastructure finance.


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.


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.


Jordan Zinberg
Jordan Zinberg is a Partner and Portfolio Manager at Donville Kent Asset Management and has been with the firm since 2009. Prior to joining Donville Kent, Jordan spent 7 years with one of Canada’s largest investment firms, with experience in both trading and portfolio management. Jordan has an MBA from the Schulich School of Business, holds the Canadian Investment Manager designation and is a Fellow of the Canadian Securities Institute. In addition, Jordan is a regular guest on BNN’s Market Sense. The Donville Kent Capital Ideas Fund is one of Canada’s top performing hedge funds, and was awarded the Best New Fund in Canada at the 2009 Canadian Hedge Fund awards.


FORGE FIRST Asset Management (FFAM) is the Toronto-based manager of two hedge funds: FFAM Long Short fund & the FFAM Multi-Strategy fund. The funds have been trading for 15 months and will be listed on Fundserv early in 2014.



Andrew McCreath
Andrew McCreath is the Founder of Forge First Asset Management Inc. His 25 years' of investment industry experience includes more than 15 years of managing money during which time he was a founding shareholder of two successful money management organizations that were sold to larger organizations.
Mr. McCreath has won Lipper and Morningstar investment industry awards for his management of mutual fund and hedge fund products, respectively. Prior to being a fund manager, Mr. McCreath was a top-ranked securities analyst at leading investment banks. At the Manager, Mr. McCreath is the CEO & CIO of the organization. In addition, Mr. McCreath is the "Markets Commentator" for BNN-TV, Canada's only all-business television station (www.bnn.ca) and host of the program, "Weekly with Andrew McCreath". Mr. McCreath has a BBA (Finance), MBA (Economics) and holds his CFA designation. He can followed on TWITTER @cedarbush and reached at amccreath@forgefirst.com


N.A Energy Resources Corporation (ERC) is an Exploration and Production “E&P” company which manages O&G Funds focused around sustainable distressed oil and gas fields. The Company’s proven management expertise and fund management promises to create a paradigm shift in the production of abandoned and distressed properties in North America to utilize returns for the Funds and its shareholders. Energy Resources continues increasing revenues, Cashflow flow and reserves while pursuing aggressive growth through acquisition and participation in project with potential of providing exponential returns for shareholders.



Mehran Ehsan
Mr. Ehsan over a decade of experience in the oil and gas and private equity sectors. He has led teams in the creation of many upstream oil and gas companies with a focus on acquisitions and divestitures. Over the ten years Mr. Ehsan has been involved as a manager in mergers, acquisitions & divestitures, financing arrangements and investment with a specialty in oil and gas opportunities. He has been directly involved and facilitated syndication of over $82 million in capital syndication and injection within various investment markets. He is the President and Chief Executive Officer of Kentucky Petroleum Operating Permex Petroleum Operating, N.A Energy Resources Investment Corp. He is also the President and Chief Executive Officer of N.A Energy Resources Corp., an oil and gas investment company focused on the recovery of hydrocarbon reserves through acquisitions and project development, with a major emphasis on mature and marginal field enhancement, developmental exploitation drilling. Mr. Ehsans' vast experience ranges from private to public & government based oil and gas transactions; he has worked with Oil & Gas companies such as Marun Oil & Gas Production, West Texas Investment Corp and Renewable Energy Companies such as Excelsior, Other corporate involvements of Mr. Ehsan range from Corporate Finance at Triledor Entertainment, a motion picture production and financing firm to Darmar Industries a land based aqua culture product which Mr. Ehsan sits on an advisory basis. Mr. Ehsan comes from a background of corporate finance and business management. His academic background ranges from a spectrum of marketing management, business management, wealth management and Petroleum based curriculums and programs. Mr. Ehsan has authored various articles in the oil and gas industry, with presence as a guest speaker and judge in both this industry and academia related events.


Established in 1991, Polar Securities Inc. was an early entrant in the nascent hedge fund industry. With a track record of more than 20 years, Polar has well surpassed the average life span of other industry participants, often leading the way with innovative investing strategies. With longevity, solid risk management infrastructure and dedication to hedge funds, Polar provides an evolved approach that has attracted an institutional and global investor base.
The principles of employee ownership and co-investment in the funds ensures that we are motivated by returns not by asset size, a telling difference that sustains Polar’s innovation. Our portfolio management teams possess a wide range of investment experience in multiple markets including equities, equity derivatives and high yield bonds.
Polar Securities manages three mandates: Altairis, a US-focused long/short equity strategy; North Pole, a Canadian-focused multi-strategy and CAMBay, a long only Canadian-focused microcap strategy.

Altairis
US focused equity long/short
Altairis is a long/short equity portfolio focusing on small to mid-cap North American equities. Altairis seeks to produce positive absolute returns with low volatility and low correlation to equity markets through superior stock selection, both long and short.

North Pole
Canadian focused multi-strategy
North Pole is a broadly diversified Canadian focused portfolio that employs a variety of strategies including convertible bond arbitrage, event driven opportunities, structured products arbitrage, long/short equities and special situations. North Pole seeks to deliver absolute returns, while providing capital preservation and low volatility in all market environments.

CAMBay
Canadian focused microcap strategy
CAMBay is an equity fund focused primarily in the Canadian microcap segment. The fund seeks to exploit market inefficiencies among small sized Canadian corporations. To achieve its objectives, the fund employs a rigorous bottom-up, fundamentals driven research process resulting in a portfolio that will generally be concentrated across 20 to 25 companies.


Kurankye "Krunch" Sekyi-Otu
Kurankye graduated from York University in 1994 with a Bachelor of Arts (Hons.) in Economics and earned his CFA designation in 2000. From 1997 to 2001, Kurankye was Director, Debt Capital Markets at CIBC World Markets where he was responsible for marketing various fixed-income securities and structured products through CIBC Wood Gundy investment advisors. From 2001 to 2003, he was Regional Vice-President, Sales for Mackenzie Financial. Kurankye was responsible for sales & marketing for frontierAlt Capital Corporation from the firm's inception in 2003 through 2008. At frontierAlt, he established and was responsible for the development, sales and marketing for the firm's investment funds. In 2009 Kurankye formed Soho Financial Services Inc., a consulting company servicing Canadian asset managers including Polar Securities Inc., and was president from 2009 to 2010. Kurankye joined Polar Securities Inc. in July 2010 as Head, Sales & Marketing.

Prestigious Properties offers TFSA, RRSP and Cash investment options in Multi-Family Real Estate located in growth markets like Alberta. Boasting a 12+ year track record Prestigious Properties has a diversified asset base approaching $100M. In addition to the substantial funds invested by it's Principals, over 600 investors have also placed their trust and money with the firm’s experienced executives who have built a stellar reputation as excellent asset locators and even better managers. Rental properties that are reasonably priced, well located and impeccably managed will always be in demand, even in a fickle economy, regardless of interest rates or stock market performance. That’s why pension funds and wealthy investors have owned this asset class for decades.

 


Scotty Grubb
Scotty is a Senior Business Development Professional with key roles in the financing and operations of numerous public and private companies over the past 30 years. He completed his education in Scotland before immigrating to Canada in 1968, where he became involved in a series of successful business development enterprises. His stellar reputation as a manager and financier have helped him raise in excess of $60 million in the Public and Private sectors.
Scotty utilizes his his extensive experience and in-depth knowledge of the financial industry as the Senior Vice President of Prestigious Properties and as a registered Exempt Market Representative.

Store First is a wholly owned subsidiary of Group 1st Limited along with Residential First, Business First , Park First and most recently Fly First.
In connection with its associated companies Group 1st Limited has many years experience in successful property development with prestigious apartment and office developments.
Borrowing from this experience Store First has brought a high fit?out specification to its storage facilities and offers its storage users services and benefits which one would normally not have expected. These include: office facilities, catering facilities, conference rooms and free wi?fi as well as facilities you would expect such as manned reception areas, security facilities and supplies. The current generation of storage buildings are even equipped with gyms and VIP lounges.
Store First is confident that these factors will make its facilities the natural choice for the storage end user and in turn will provide healthy investment returns for its Investors.
The Investor also enjoys an advantage rarely afforded to this sort of investment in that it is solid commercial property. It comes firmly within HMRC’s definition of what is suitable for SIPP investment and carries with it the benefit of having its own registrable title with the UK Land Registry.

Ruth Almond
Before joining Group First, Ruth had many years of private business ownership.
During this period Ruth developed relationships not only within the United Kingdom, but also in the USA, Canada and South East Asia.
Her commitment to the highest levels of relationship management ensured her services were in great demand by early developers and established companies.
Ruth is now PA to Toby Whittaker, Managing Director and owner of Group First, responsible for world-wide customer and sales relationship management.
Because of her extensive experience in this field Ruth is acknowledged as an integral part of Group First's recognised commitment to service standards.
Group First is the holding company of Residential First, Business First, Store First, Park First and Fly First.

As a highly successful investment organization within the Exempt Securities Market, The Jaymor Group has been offering investors alternatives to volatile stocks or mutual funds for nearly a quarter century. Jaymor is a Canadian company offering strategically located, high quality real estate investment opportunities to Canadians since 1989. Jaymor’s accomplishments include over 20 successfully syndicated multi?family properties in Texas, North Carolina and Florida, making Jaymor one of the most experienced property syndication groups within the industry. Expertise in these markets combined with strong relationships with financial institutions, property managers, brokers and developers allows Jaymor to remain informed of market conditions and trends.
Having evolved into a developer of large?scale apartments, luxury condominiums, town homes and high?end student housing in North America, Jaymor is still more known in Canada as a provider of unique real estate investment opportunities.
The Jaymor Group continues to broaden its scope to further its real estate acquisition, development and management activities.

 


Leslie Toth
Leslie Toth, Originally a Sound Engineer from Budapest, Hungary, came to Canada with his wife Irene 25 years ago. They settled in Calgary, AB, where they have been raising their two children Stephanie and Jonathan. Leslie joined the Financial World as an Insurance agent in 1995 and built a very successful agency over the next decade. In 2006 he was appointed as President of The Premier Financial group a fully integrated financial firm in Calgary. Last year Leslie took advantage of an Opening at The Jaymor Group and in his role, he has been building meaningful relationships with hundreds of Dealing Representatives, Referral Partners and their dealerships, offering unconditional personal support in every aspects of their business Development. Leslie is looking forward meeting with you and help you become part of the rapidly expanding footprint of the Jaymor group in Western Canada by participating in its successful and stable business model for almost a quarter of a century.
 
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