WAISC

WAISC Vancouver 2014 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 us at:

T: 416 306 0151
F: 888.905.3080
E: info@radiusfinancialeducation.com


 


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.

Stephen Freedman
A graduate of economics from the University of Western Ontario, and a member of Western's Track and Field team, Mr. Freedman has been licensed for over 39 years through the Ontario Securities Commission.
Mr. Freedman has worked at 3 different Investment firms. He was the President of a Mutual Fund Dealer, the Compliance Officer of 2 Mutual Fund Dealers, and registered his first Limited Market Dealer in 1990.


Brompton Funds, a division of Brompton Group which was founded in 1999, is a leading and experienced investment fund manager with over $2.1 billion in assets under management. Brompton offers income, growth, sector specific and tax advantaged investment solutions, and many funds provide a high level of monthly distributions. Brompton’s investment solutions include closed-end funds, mutual funds, hedge funds and flow-through limited partnerships and all products feature best-in-class portfolio management custom tailored to the investment mandate. Brompton’s success is achieved by offering innovative, well-conceived products with fair terms at low cost and supported by strong corporate governance.

Michael Clare
Mr. Clare specializes in equity security selection with a focus on the energy sector. Prior to joining Brompton in 2012, Mr. Clare was a portfolio manager at Creststreet Asset Management Limited (“Creststreet”) and was a portfolio manager on the Creststreet Flow-Through Funds as well as the development analysis and trading execution of investments for Creststreet’s funds. Mr. Clare also specializes in the analysis of crude oil and natural gas markets and is the portfolio manager for the award winning Brompton Energy Opportunities Fund. Prior to joining Creststreet, Mr. Clare began his career with Deloitte & Touche LLP. Mr. Clare holds a Bachelor of Commerce (Honours) degree from Queen’s University and has earned the Chartered Accountant (CA) and the Chartered Financial Analyst (CFA) designations.


BT GLOBAL GROWTH FUND L.P.

  • GLOBAL GROWTH THEMES.

  • CASH FLOW VALUE INVESTING.

  • CAPITAL PRESERVATION.

  • RISK (BETA) MANAGEMENT.

The Fund is a value-oriented, long/short equity and commodity specialised investment fund, created to provide an investment vehicle for high-net-worth investors to augment their portfolio returns, through long-term capital appreciation. The philosophy behind the Fund is to provide investors with a global investment approach via the Canadian equity markets and hedge their portfolios against the negative effects of the unprecedented growth in money supply and subsequent devaluation of paper currencies globally.
BT Global Growth Fund L.P. is ranked a 5 star Hedge Fund by GlobeFund.

Paul Beattie
Over 25 years as a professional in finance. Extensive International Experience. MBA from INSEAD, France and a Bachelor of Commerce (Honours), Queen's University, Canada. Co-founded the investment firm BT Global Growth with his partner in 2006. From 2000 to 2006, co-founder and Managing Partner, of a boutique investment bank, Stable Capital Advisors. Extensive experience in private equity including raising investment capital for alternative asset funds from within Canada and abroad.Founding executive of Telesystem International Wireless in 1994 and predecessor company in 1992, was Vice-President, Mergers and Acquisitions and was involved in all aspects of financing activities.
Head of Business Development and Investment Strategy in emerging countries including: Brazil, the Czech Republic, India, Mexico, Romania, and across South East Asia. Involved in all aspects of international investments and public/private capital raising activities totaling several US $ billions. Mr. Beattie began his career as Investment Banker from 1986 to 1991 at Merrill Lynch Canada Inc., in the position of Vice-President, Corporate Finance and was involved in a diverse range of advisory assignments and capital markets activities including M&A mandates and new equity issues for Canadian clients with private and public financing on these transactions exceeding CAD $850 million.


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.

Matthew Barnes
Matthew Barnes joined Centurion REIT in June 2014 as Associate Director, Sales. He has over 12 years of experience in the financial services industry and was most recently Regional Sales Manager at a large US based ETF provider. Matthew also held sales and client relationship roles at Renaissance Investments where he was the Business Development Manager for Alberta North and prior to that was a pension fund equity trader.
Matthew is a level 3 candidate in the CFA program and continues to expand his skill set through industry courses.


Di Tomasso Group, founded in 1994, is an independent, privately-owned CTA located in Victoria, British Columbia. The firm manages commodity investments for institutional and individual investors using a long-term value approach. The company’s specialty is investing in physical commodities such as grains, metals, energies, meats and "softs" using only exchange-traded futures and options. Our discretionary style uses a combination of fundamental analysis and the principle of reversion-to-the-mean.
We currently manage two pooled funds under our Equilibrium Program (minimum $250,000) as well as separately managed accounts (minimum $5,000,000).

Larry Swanston
Larry is Di Tomasso Group's VP of Operations. He joined Di Tomasso group in January 2011 following appointments with Debt Management Branch of the B.C. Provincial Treasury, and BC Investment Management Corporation (bcIMC). While with the Provincial Treasury, Larry held the position of Senior Manager of Reporting and Analysis, were he was responsible for the financial reporting and budgetary analysis of the Province’s $40 billion debt and derivative portfolio. Prior to joining the Provincial Treasury, Larry led an accounting team at bcIMC were he was responsible for all aspects of fund accounting and financial reporting for $85 billion in pension fund assets held in unitized trusts.
Larry obtained an undergraduate degree in business administration at Simon Fraser University and is a member of the Certified General Accountant’s Association of British Columbia (CPA). Larry is married and has two wonderful daughters.


Fulcra Asset Management Inc. (“Fulcra”) is an investment management firm dedicated to the consistent absolute return performance of clients’ assets with a primal focus on preservation of capital. Fulcra was founded in 2009 and is located in Vancouver, British Columbia. Fulcra manages the Fulcra Focused Yield Fund and the portfolio of the Pender Corporate Bond Fund.

 

Investment Philosophy
Fulcra utilizes a fundamental value investing approach to identify undervalued securities and drive performance with a limited number of securities. In our opinion, many investors place too much reliance on credit rating agencies which, for our benefit, can drive the inefficient pricing of bonds, loans and other corporate securities. We are agnostic to credit ratings and rely on skill and hard work to create the incremental knowledge advantage required to drive long-term superior performance.

Michael Leung
Michael joined Fulcra Asset Management as an Investment Analyst in 2013. Michael has a diverse professional background in investment, international non-profit and small business. He formerly worked as a proprietary trader with CIBC World Markets where he was responsible for equity arbitrage and special situations strategies. He has also worked as a private sector development advisor with the Aga Khan Foundation in Afghanistan. He has an MA degree in International Development from the Paul H. Nitze School of Advanced International Studies at Johns Hopkins University, and a Bachelor of Commerce degree from the University of British Columbia.


Inflection Management Inc. is a B.C. Securities Commission-registered Portfolio Manager, Investment Fund Manager, and Exempt Market Dealer based in Vancouver BC. The Firm is also registered as an Exempt Market Dealer in the provinces of, Ontario, Quebec and Alberta. Inflection is a member of AIMA.
Inflection is an alternative asset manager, managing the Inflection Strategic Opportunities Fund (ISOF) an opportunistic fund of hedge funds. The portfolio is actively managed by rotating into portfolio funds that offer unique opportunities with a specialty in U.S. distressed mortgages, post-bankruptcy distressed corporate actions, merger arbitrage, equity market neutral investing and global corporate event driven investing. Inflection’s flexible investment style and market experience allow us to select what we believe are the most appropriate mix of strategies to suit diverse market conditions and to seek to opportunistically capitalize on near-term trading opportunities. ISOF was created solely for Canadian investors seeking a U.S. dollar based fund using global operational standards.

Trevor Giles
Trevor S. Giles CMA CFA joined Inflection Management, a Fund of Hedge Funds Portfolio Manager, in 2010 and is V.P. Investments and Chief Compliance Officer.
From 1999 to 2009, Mr. Giles was Executive Vice President of Investments of Westcap Mgt. Ltd, the investment manager for the Golden Opportunities Fund, a Saskatchewan Labour-sponsored venture capital fund with over $155 million under management. From 2002 to 2008, Mr. Giles was on the Board of Directors and a joint owner of Ralph McKay Industries Inc., North America’s leading producer of tillage tools, with factories in Canada and the United States. From 1995 to 2000, Mr. Giles was Vice-President of Bromar Enterprises Ltd., a privately held management company with operations in Canada and the United States. From 1992 to 1995, Mr. Giles was employed at CIBC Wood Gundy Securities Inc. in various capacities: From 1994 to 1995 Mr. Giles was an Associate Portfolio Manager, providing sophisticated investment advice to high net worth clients; Mr. Giles established CIBC Wood Gundy’s foreign currency bond trading department for Canada and served as Foreign Currency Bond Desk Manager, managing a $260 million bond book from September 1993 to July 1994; and from December 1992 to August 1993 he was a Fixed Income Specialist liaising between institutional bond traders and brokers in Toronto and Montreal. While at Wood Gundy Mr. Giles worked on various teams including high yield debt, currency and rate futures, and a $750 million bond optimization project for a large client. Prior to 1992, Mr. Giles served as Investment Executive with Burns Fry Limited and was Treasury Manager with a Saskatchewan Crown Corporation.
Mr. Giles is a Certified Management Accountant (CMA), a Fellow of the Canadian Securities Institute (FCSI) and a Chartered Financial Analyst (CFA). He is a member of the Vancouver, Toronto, and Saskatchewan CFA Societies, the CFA Institute, and the Society of Management Accountants of British Columbia.


The Maxam Diversified Strategies Fund is an event-driven and opportunistic fund focused on investing in catalyst driven and special situations. The fundamental objective of the Maxam Diversified Strategies Fund is to maximize long term investment returns.

Travis Dowle
Travis Dowle is the President and Fund Manager of Maxam Capital Management Ltd. and has overall investment management responsibility for the Maxam Diversified Strategies Fund. He began his career in 1996 with MK Wong & Associates, which was later acquired by HSBC Asset Management. After leaving HSBC in 2007, Mr. Dowle worked at Gibralt and Second City Capital, Vancouver-based private investment groups where he founded Maxam Capital Management. Mr. Dowle is a graduate of the University of Western Ontario, holds the Chartered Financial Analyst (CFA) designation and is a past guest instructor for Stalla’s CFA exam preparation course.


Prestigious Properties makes apartment building ownership accessible to Canadians. The Company offers well selected private real estate investment opportunities based on the acquisition of undervalued apartment buildings in high growth markets in Western Canada.
Prestigious creates wealth through the repositioning of properties and shares the profits with our investors. Leverage our rock solid 14 year track record of wealth creation for over 600 investors and become a landlord without the hassles. RRSP, RESP, LIRA, TFSA eligible.

Thomas Beyer
Thomas Beyer founded Prestigious Properties in 2000; a private equity firm specializing in the investment and asset management of existing multi-family real estate in North American growth markets.
Prestigious Properties has transacted over 38 buildings valued at $190,000,000. Today the Prestigious team manages over $100,000,000 of profitable, cash flow positive real estate, with approximately 900 units across Alberta, Ontario and Texas in addition to 300 acres of developable land in Alberta and Saskatchewan.
Thomas believes in turning under-valued properties into Prestigious Properties, utilizing a hands-on and disciplined approach. He and his operating partners invest alongside investors to create wealth for themselves and their co-investors. The team strives to improve communities at large, through property improvements, creative marketing techniques, HR policies and ethical tenant and sub-contractor policies.
Thomas founded, and is chairman of, Fireside Property Group; a property management firm specializing in the management and execution of Prestigious’ property management strategies. Fireside manages over 1500 apartment units, primarily in Alberta; 535 units owned by Prestigious Properties and over 900 units owned by unaffiliated third parties.
Mr. Beyer is one of the top experts in Canada on apartment building investing, an author who recently published a book "80 Lessons Learned - On the Road from $80,000 to $80,000,000", a prolific blogger, and a frequent guest speaker at real estate focused education events.
Thomas Beyer holds a computer science degree (M.Sc.) obtained in Munich, an MBA from the University of Alberta, and has expertise in marketing, product management, software solutions sales and project management, working with IBM for 8 years. He later also co-owned and built, an authorized IBM business partner to sell IBM software and related consulting services in Western Canada and the Western-US.
He is happily married with two young adult children and now resides in Vancouver, although often frequents the various locations where he owns and manages assets on behalf of his 600+ co-investors.


Radin Capital Partners is an independent, employee-owned investment management firm proving both retail and institutional investors with high-performing global equity mandates for their long-term portfolios. Radin Capital specializes in value investing and managers over $400 million in a global equity long/short hedge fund and global value funds. Radin Capital Partners is a team of seven seasoned professionals with over 100 years of combined investment industry experience.
Radin Global Opportunities Fund is an unconstrained global equity long/short fund that invests in stocks from around the world with a bias towards small and mid-cap investment ideas. The fund provides investors access to the global equity markets but with lower correlation and volatility than traditionally found in long only investment solutions.

Brad Radin
Brad Radin is the Founder, CEO and Chief Investment Officer of Radin Capital Partners Inc., an independent investment management firm founded in 2011 and based in Toronto, Canada.
Brad began his investment career 22 years ago at Credit Suisse in Hong Kong. Before founding Radin Capital Partners, Brad was with Templeton Investment Management in Toronto in the role of Executive Vice President, Portfolio Manager, and Head of Templeton’s Global Small-Capitalization Team. Brad joined Templeton’s global equity group in 1995 as was responsible for the fundamental equity research of companies in a wide variety of industries, countries and situations around the world.
Brad has appeared in the New York Times, The Wall Street Journal, Report on Business magazine, The Globe and Mail, The National Post, Reuters, Bloomberg TV and Business News Network (BNN). Brad also worked briefly in Taipei and Moscow. He attended the University of Western Ontario, where he earned a Bachelor of Science degree in bio-physics, a Bachelor of Arts (Honours) degree in Business Administration (HBA), and a Master of Business Administration degree. Brad has been a Chartered Financial Analyst (CFA) charterholder since 1997.


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.

Stephen Freedman
A graduate of economics from the University of Western Ontario, and a member of Western's Track and Field team, Mr. Freedman has been licensed for over 39 years through the Ontario Securities Commission.
Mr. Freedman has worked at 3 different Investment firms. He was the President of a Mutual Fund Dealer, the Compliance Officer of 2 Mutual Fund Dealers, and registered his first Limited Market Dealer in 1990.


The Valhalla Diamond Fund is a private Mutual Fund Trust dedicated to Retail Investors and Financial Advisors. The fund was established by a team of professionals and industry specialists to provide a unique opportunity to participate in this alternative investment asset class.
Diamonds are purchased at wholesale prices by strategic partners working in the major diamond trading centres. Diamonds undergo strict GIA (Gemological Institute of America) certification, are appraised by the CGL (Canadian Gemological Laboratory) and are valued on this report prior to being included in the portfolio. The Fund will hold and at an opportune time will utilize multiple exit strategies to best liquidate the portfolio and provide superior returns to investors. Only the best diamonds are selected for inclusion into the fund with a focus on Flawless or Internally Flawless (IF) assets.
www.valhalladiamondfund.ca

Jason Brown
Jason is the President of Valhalla Capital Group Ltd., a Managing Trustee of two Mutual Fund Trusts, the Valhalla Diamond Trust and Port Renfrew Development Trust. Prior to entering the Canadian Private Capital Markets Jason provided consulting services on policy creation and board governance for three levels of government in the NGO sector. After reaching an apex to his career in the NGO sector Jason set his sights on Private Equity. He joined a large international real estate syndicator and developer where he was the Vice President of Operations, reporting directly to the President of the firm, with over 1.1 billion in AUA. During his tenure Jason’s was instrumental in the creation of one of Canada’s largest exempt market dealers, the syndication of over 750 million in real estate globally, and the exit distributions of well in excess of 500 million back to investors. In 2011 Jason choose to take on the challenge of creating a western based boutique exempt market dealership. As the Chief Operating Officer of WealthTerra Capital Management Inc. Jason was responsible for its growth from 3 dealing representatives to over 20 dedicated and committed individuals. In building on his skill base created from 10 years in the Canadian Private Capital Markets Jason structured and currently manages Port Renfrew Development Trust, with over 300 investors and 436 acres of development. Upon the successful syndication and development progress of the Port Renfrew Trust, Jason was captured by the potential of structuring and managing Canada’s First physical diamond backed investment syndication. After two years of research and countless connections the Valhalla Diamond Trust was born.


 

 

WAISC Vancouver 2014 Cap Intro

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