WAISC

WAISC Vancouver 2014 Speakers

KEYNOTE SPEAKERS
Robert Gignac, Author: Rich is a State of Mind
George Jones, Co-Founder and Partner, IVEST Consumer Partners
Craig Skauge, President & Founder, NEMA

Robert Gignac, Author: Rich is a State of Mind
Robert Gignac is the owner of Rich is a State of Mind, focusing on personal and financial development. A sought after speaker at seminars across North America, Robert writes articles on personal and financial development issues.
His is also the author of the Canadian best-seller “Rich is a State of Mind” a novel which examines personal finance as seen through the eyes of a Canadian family. Robert has been a student of the financial planning process for over 20 years and his personal mission is to encourage Canadians to take control of their personal finances in order to have a “Richly Imagined Future”. Robert has shared this message with over 15,000 financial advisors (and their clients...hint, hint) across North America from large industry conferences to smaller client receptions and events.

Previous radio and television appearances include “The Money Answers Show”, “Peace of Mind Radio”, “MoneyTalk”, “Money Maze”, “On the Money”, “Boomer Wealth Radio” and “It’s Your Money”.
Robert’s recent clients include: Advocis, NAIFA, MDRT, Freedom 55 Financial, IDC Worldsource, Sun Life Financial, Investors Group, Canada Life , London Life and other industry leading firms.
Robert was featured at the 2013 Advocis Banff School and MDRT 2014.

George Jones, Co-Founder and Partner, IVEST Consumer Partners
George Jones is a Co-Founding Partner of IVEST Consumer, which focuses on private equity investments in retail and consumer products companies.
George is a former Fortune 500 CEO and has a remarkable track record heading several multi-billion dollar retailers, including Saks Department Stores, Borders Group and Roses Stores, as well as serving as Executive Vice President of Target. He has built a reputation as one of the industry’s leading strategists and most consistently successful operators, with an impressive history of creating substantial incremental shareholder value.
George was also previously President of Worldwide Licensing and Retail at Warner Bros., which he grew to become the world’s second largest licensing company with offices in 23 countries and annual sales of over $7 billion.
Jones currently serves as Chairman of CCR Brand, Caravan Entertainment and M&M Meat Shops and formerly served on the boards of Liz Claiborne and Guitar Center. He is also Chairman Emeritus of the GRAMMY Foundation.

Craig Skauge, President & Founder, NEMA
Craig Skauge is the founder, chairman, and president of NEMA. Mr. Skauge is the Executive Vice President and a Director of both Olympia Financial Group Inc. (TSX: OLY) and Olympia Trust Company. Having independently consulted on hundreds of exempt market offerings, Mr. Skauge is a recognized leader and national subject expert on the Canadian Exempt Market. Mr. Skauge currently sits on the Exempt Market Advisory Committee of the Ontario Securities Commission and is the publisher of the Exempt Edge, a national industry trade publication. Mr. Skauge regularly speaks at national conferences about the evolving exempt market to audiences that include advisors, dealers, lawyers, retail investors, and regulators, specifically having presented to the Canadian Securities Administrators, the Canadian Bar Association, and the CFA Society. Mr. Skauge has been featured in the National Post, the Globe and Mail, and the Investment Executive.
SPEAKING FACULTY (by lastname)
Nik Assanand, Greater Vancouver Area Leader, Investment Management and Funds Practice, KPMG
Matthew Barnes, Associate Director, Sales, Centurion REIT
Paul Beattie, Co-Founder & Managing Partner, BT Global Growth Fund L.P.
Thomas Beyer, Founder, Prestigious Properties
Pat Bolland, Media Consultant
Jason Brown, Managing Trustee, Valhalla Diamond
Gordon Casey, Director, Front Shore
Michael Clare, Vice President & Portfolio Manager, Brompton Funds
Vipool Desai, President, Ara Compliance Support
Travis Dowle, President & Fund Manager, Maxam Capital Management Ltd.
Stephen Freedman, President, CEO, Chief Compliance Officer, Sloane Capital
Trevor Giles, Vice President Investments & CCO, Inflection Management Inc.
Peter Jarman, National Marketing Director, Axcess Capital Advisors
Michael Leung, Investment Analyst, Fulcra Asset Management
Maria Lizak, Executive Business Director, National Best Financial Network & Private Market Specialist, Pinnacle Wealth Brokers EMD
Miika Makela, Executive Director, Capital Markets, Ascendo Financial
Cora Pettipas, Vice President & Board of Director, National Exempt Market Association (NEMA) Canada
Brad Radin, CEO & CIO, Radin Capital Partners
Siddharth Rajeev, Vice-President, Head of Research, Fundamental Research Corp.
Katrina Rempel, Director, Prime Brokerage Services, Capital Introduction, BMO Capital Markets
Stephen Robertson, Partner, Securities & Capital Markets Group, Borden Ladner Gervais
Gregory J. Smith, President & CEO, InstarAGF Asset Management
Larry Swanston, Vice President, Operations, Di Tomasso Group Inc.
Bob Thompson, Vice President, Portfolio Manager, Alternative Investment Strategist, Canaccord Financial
Michael White, President & CEO, IBK Capital Corp.

Nik Assanand, Greater Vancouver Area Leader, Investment Management and Funds Practice, KPMG
Nik is the leader of our Greater Vancouver Area Investment Management and Funds practice with over 18 years of experience. Nik has a broad understanding of the operational control environment, as well as an extensive knowledge of the accounting, tax and regulatory issues relevant to investment management and funds. Nik also has extensive experience working with hedge funds, venture capital, private equity and other alternative investment funds.

Matthew Barnes, Associate Director, Sales, Centurion REIT
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.

Paul Beattie, Co-Founder & Managing Partner, BT Global Growth Fund L.P.
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.

Thomas Beyer, Founder, Prestigious Properties
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.

Pat Bolland, Media Consultant
Longtime business commentator Pat Bolland has been a business thought leader north and south of the border. Pat worked his way up in the investment industry from floor clerk on the Toronto Stock Exchange to VP with a top tier firm before moving into broadcasting. Pat’s been business editor at four major networks, currently Sun New Network on ‘AM Agenda’. He has parlayed his TV hosting skills into media training, corporate PR as well as hosting, moderating and webcasting for events and conferences. Not to mention a lot of lacrosse coaching. Despite all his business and sport acumen he’s best known as “the guy with the ‘stache”. Follow him at @patbolland.

Jason Brown, Managing Trustee, Valhalla Diamond
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.

Gordon Casey, Director, Front Shore
Gordon is the managing director of Front Shore, a hedge fund consultancy he founded in 2004, and the author of The Cayman Edge: How to Set Up a Cayman Fund. He currently serves as a director of a limited number of funds domiciled in the Cayman Islands, the British Virgin Islands, Curacao and Malta. Gordon worked as in-house legal counsel for Citco Fund Services in Curacao for three years and with Barclays Capital and Cazenove Ltd in London for a short period of time, as a member of their legal teams. He qualified and practiced as an Attorney in the Republic of South Africa from 1997 through 2000, having graduated from the University of Cape Town with a BA and an LLB in 1995 and 1997, respectively. He is a member of the International Bar Association and an associate member of the American Bar Association. He is also an enthusiastic member of the Institute of Directors in London and is an active adherent and promoter of their guidance notes and codes of conduct for directors. Gordon lives in Curacao with his wife and daughter.

Michael Clare, Vice President & Portfolio Manager, Brompton Funds
Mr. Clare specializes in equity security selection with a focus on the energy sector. Prior to joining Brompton in 2012, Mr. Clare wPaul Beattie, Co-Founder & Managing Partner, BT Global Growth Fund L.P. et 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.

Vipool Desai, President, Ara Compliance Support
Vipool is President of Ara Compliance Support, which he co-founded in 2006. Since then, he has been providing ongoing compliance and registration support for independent dealers and portfolio managers. Vipool and his team of compliance professionals effectively serve as a compliance department for independent firms. The Ara team provides ongoing compliance support that is both comprehensive and integrated, through the application of proprietary processes.
Vipool earned a Bachelor of Commerce from the University of Toronto, and holds the designations Chartered Accountant and Chartered Financial Analyst. He became a part of the industry in 1993 as a Compliance Officer for IIROC, and has subsequently held a variety of senior roles in the industry including running the Canadian compliance operations of an International Investment Bank. Vipool’s varied and extensive industry experience has given him a deep understanding of the application of regulatory rules and objectives in different business environments.

Travis Dowle, President & Fund Manager, Maxam Capital Management Ltd.
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.

Stephen Freedman, President, CEO, Chief Compliance Officer, Sloane Capital
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.

Trevor Giles, Vice President Investments & CCO, Inflection Management Inc.
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.

Peter Jarman, National Marketing Director, Axcess Capital Advisors
Peter Jarman is the National Marketing Director for Axcess Capital Advisors Inc., which is registered as an Investment Fund Manager, Restricted Portfolio Manager and Exempt Market Dealer in Calgary, Alberta. Since 2001, Peter has worked in the exempt market, with experience as an investment issuer, managing partner and team leader, both in sales and operations. Prior to working with the Axcess Capital Group of Companies, Peter provided consulting services with product issuers, assisting in building new distribution channels for exempt market investment offerings with EMDs and IIROC firms. Peter is an engaging presenter and writer, and contributed a chapter on real estate in mixed asset portfolios for the book Taxation, Valuation and Investment Strategies in Volatile Markets (Carswell, 2010).

Michael Leung, Investment Analyst, Fulcra Asset Management
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.

Maria Lizak, Executive Business Director, National Best Financial Network & Private Market Specialist, Pinnacle Wealth Brokers EMD
With over 10 years experience in the financial services industry, Maria Lizak is a licensed Dealing Representative with Pinnacle Wealth Brokers, EMD and the co-founder of National Best Financial Network, a life insurance brokerage built by Advisors, for Advisors. Maria also holds her Ph.D. in Clinical Psychology from the University of Saskatchewan.

Miika Makela, Executive Director, Capital Markets, Ascendo Financial
Miika is a financial analyst with a background in research, corporate finance and servicing institutional clients. He was formerly registered with an exempt market dealer where he developed the issuer due diligence protocols and sourced strategic investors for public and private companies. Miika’s previous experience covers research positions focusing on portfolio analysis and quantitative analysis of gold exploration and mining companies, investment marketing and corporate finance services. He assists clients in structuring their offerings to efficiently access compatible capital while looking over the regulatory compliance for Ascendo. Miika is also one of the early founding members of BlackOre Research where he provided corporate strategy advice.

Cora Pettipas, Vice President & Board of Director, National Exempt Market Association (NEMA)
Cora is currently the Vice President and a Board of Director of the National Exempt Market Association (NEMA) in Canada. Cora is also the editor of Exempt Edge Magazine, the Canadian industry trade publication on the exempt market/private equity. She is also currently representing Canada on the editorial team of Financial Planet, the financial planning website of the Financial Planners Standards Board. Cora has over ten years of experience and numerous industry accreditations. She holds a Bachelor’s degree from McGill University, a Master’s Degree (Finance and Controlling) from Swiss Management Center University and is currently a Doctoral candidate in Finance there as well. Cora has had tenures with several financial institutions in the capacity of financial advisor, wealth management, investor services, retail banking, and financial planning. Her most recent previous position was as a Professor at Mount Royal University, where she taught Finance and Financial Planning. Cora is also the founder and Co-Owner of Melodic Twilight, a successful business venture which is internet based and sells in 19 countries. She has had her work published and presented internationally. Cora currently resides in Calgary, Alberta, Canada with her husband and daughter.

Brad Radin, CEO & CIO, Radin Capital Partners
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.

Siddharth Rajeev, Vice-President, Head of Research, Fundamental Research Corp.
At Fundamental Research Corp, Sid heads the research department which has covered over 250 small and micro cap companies and 80 exempt market/private issues from a broad array of industries including Energy, Mining, Real Estate and Technology. He also manages the FRC list of Top Picks, which are the stocks under coverage which he has the highest conviction level about. These picks have historically helped the firm finish strong in various third party analyst performance rankings.
Sid holds a Bachelor of Technology degree in Electronics Engineering from Cochin University of Science & Technology, and an MBA (Finance) from The University of British Columbia. He is a CFA Charterholder, and has completed studies in exploration and prospecting at the British Columbia Institute of Technology. Sid is sought by the media for commentary on the valuation of small cap stocks and industries he covers. He is also co-author of two online courses including the very successful “Evaluation of Junior Mining Companies for Investment Purposes” which has evolved into classroom courses, seminars, and is in demand at investment conferences across North America.

Katrina Rempel, Director, Prime Brokerage Services, Capital Introduction, BMO Capital Markets
Katrina Rempel is responsible for all aspects of the capital introduction program at BMO Capital Markets Prime Brokerage.
Prior to assuming responsibility for BMO’s capital introduction program, Ms. Rempel’s roles included securities lending, business development and various responsibilities on the equity derivatives desk. Her extensive professional background equips her to strategically liaise with a diverse range of industry specialists.
Areas of expertise include investor relationships and education, event planning and business development.
Ms. Rempel was awarded the CFA designation in 2001 and has a Bachelor of Arts Degree from the University of Manitoba.
BMO Capital Markets is a leading provider of prime brokerage and securities lending services to hedge funds, high net worth clients and institutions in Canada and the US. Our successful capital introduction initiatives provide BMO Capital Markets Prime Brokerage clients with regular opportunities to gain exposure to qualified investors and increase their profile in the investment community.

Stephen Robertson, Partner, Securities & Capital Markets Group, Borden Ladner Gervais
Stephen Robertson is a partner in Borden Ladner Gervais LLP’s Securities and Capital Markets Group and Investment Management Group. Stephen is focusing his practice on advising clients in a variety of sectors with respect to securities and investment management industry matters, including issuers conducting financings in the exempt market and registration matters with respect to exempt market dealers. Stephen regularly works with corporate issuers in a variety of sectors for day-to-day securities compliance matters, as well as public and private financings and merger and acquisition transactions. Stephen provides advice with respect to the formation of public and private Canadian investment funds, as well as with respect to day-to-day operations and management of those funds. Stephen is a Director of Carousel Theatre Society, and is the Chair of the Securities Law Section of the British Columbia branch of the Canadian Bar Association.

Gregory J. Smith, President & CEO, InstarAGF Asset Management
As President and CEO of InstarAGF Asset Management, Mr. Smith brings more than 20 years of unparalleled experience in the investment, operation, acquisition, and financing of public and private infrastructure, real estate, power, and utility businesses. Prior to founding InstarAGF, Gregory was Managing Partner and head of Brookfield Financial’s Global Infrastructure Advisory Group. Gregory was also the President of Macquarie Capital Funds Canada Ltd. where he was responsible for the establishment, growth and operations of Macquarie's unlisted and listed funds business in Canada along with the active management of Macquarie's Canadian assets owned by off-shore funds. Prior to Macquarie, Gregory was Managing Director and Co-Head of RBC Capital Partners - Mezzanine Fund and a Managing Director at Deloitte & Touche Corporate Finance.
Mr. Smith has held various positions on the Board of Directors and acted as an observer/advisor to Board of Directors for several reporting issuers including 407ETR International, AltaLink Management Ltd. and Leisureworld Senior Care GP Inc. as well as private companies such as Sea-to-Sky Highway Investment Limited Partnership and Erie Shores Wind Farm. Mr. Smith currently sits on the advisory boards of Lighthouse Equity Partners, a private equity provider, and Avrio Ventures, an agriculture technology fund.
Mr. Smith is currently the Chair and past President of Canada's Venture Capital & Private Equity Association ("CVCA") and currently sits on the advisory boards of Lighthouse Equity Partners, a private equity provider, and Avrio Ventures, an agriculture technology fund. Gregory is a Chartered Accountant, a Chartered Business Valuator, and graduated with an Honours Bachelor of Commerce degree from Queen's University.

Larry Swanston, Vice President, Operations, Di Tomasso Group Inc.
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.

Bob Thompson, Vice President, Portfolio Manager, Alternative Investment Strategist, Canaccord Financial
Bob is a graduate of Simon Fraser University (Bachelor of Science), with a special interest in the science of finance and money management. In 1996, Mr. Thompson became a featured columnist on investment strategy for several syndicated newspapers across the country. His perspective and insights on the market have been featured in the Globe and Mail and the Financial Post, and he is a frequent guest on Business News Network Television. He has written articles and research reports on strategy, and Alternative Investments for Canadian Business, Investor’s Digest, Canadian Hedgewatch, Benefits Canada, and others. As a frequent guest speaker at international investment conferences on Portfolio Strategy, and in particular Alternative Investments, Mr. Thompson exudes his passion for the market and portfolio strategy with an in-depth knowledge and studious approach.

Bob Thompson is a featured regular Financial Columnist in the National Post, writing specifically on Alternative Investments. He is a recognized authority on Alternative Investing (Hedge Funds) in Canada, and maintains a select clientele of High Net Investors and Institutions, including foundations and municipalities.
Bob is also the author of “Stock Market Superstars: Secrets of Canada’s Top Stock Pickers”. The book contains in-depth interviews and analysis of 12 of the best money managers in the country including long/short equity, value, and growth styles. It is considered a ‘must read’ for prospective investors and portfolio managers alike.

At Canaccord Financial, Bob holds the title of Vice President, Portfolio Manager and Alternative Investment Strategist, and manages discretionary portfolios on behalf of clients. He also writes research reports on strategy, and Alternative Investments. He is recognized in the industry regarding his skill in building and maintaining properly structured portfolios. In turn, his clients realize reduced overall risk, and increased overall returns.

Michael White, President & CEO, IBK Capital Corp.
Michael White is President and CEO of IBK Capital Corp., a private boutique investment bank located in Toronto, Canada. Over the last 20 years, he has raised funds and personally invested in private placement financings totalling over $500 million. He has also been active in financial advisory assignments and mining industry developments pertaining to the nickel deposits at Voisey’s Bay in Labrador; the nickel and chromite deposits in the 'Ring of Fire' area of northern Ontario; the Mesquite gold mine in south-eastern California; and, the Detour gold camp of north-eastern Ontario to name a few. Mr. White has a BA in Geology from the University of Western Ontario, and a Masters of Business Administration degree from the Ivey School of Business at the University of Western Ontario.

 

WAISC Vancouver 2014 Cap Intro

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