WAISC

WAISC Niagara 2015 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


 

 

 


Centurion Asset Management Inc. is a Canadian asset management company offering a growing portfolio of real estate investment products. Centurion Apartment REIT owns and operates multi-unit residential apartments and student housing properties in Canada. Centurion Real Estate Opportunities Trust is a unique product that provides investors with exposure to a diversified portfolio of mortgages and real estate development. Centurion has the expertise, infrastructure and resources to deliver end-to-end real estate solutions. Centurion is opportunistic and innovative, using a value-oriented strategy to make responsible and intelligent investment choices with a goal of delivering monthly income, capital growth and capital preservation.

Matthew Barnes, Associate Director of Sales
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 First Trust Portfolios Canada. 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 an equity trader at the Telus Pension Fund in Edmonton. Matthew is also a level 3 candidate in the CFA program and continues to expand his skill set through industry courses.

Cranson Capital is a boutique investment banking firm which focuses on providing financial and advisory services to small to medium sized growth businesses. The business consists of two divisions; Cranson Capital Securities and Cranson Capital Solutions.
Cranson Capital Securities is a boutique investment banking firm which focuses on syndicating accredited investors in private placements for entrepreneurial businesses with a primary concentration in real estate and high growth companies.
Cranson Capital Solutions is a corporate finance advisory firm which focuses on finding the right financing solutions for entrepreneurs. Both the divisions of Cranson Capital offer unique services to support investors and entrepreneurs.

Devon Cranson, Founder and President
Devon Cranson is the founder and president of Cranson Capital, a boutique investment banking firm established in 2006. Devon has extensive expertise and experience in all aspects of commercial financing, M&A and capital raising. Cranson Capital is an Exempt Market Dealer raising capital from accredited investors for private placements in real estate and growth companies.
Cranson Capital is a 3-time winner of the Private Capital Markets Association’s Deal of the Year Award and recently ranked 49th on the Profit 500 fastest growing companies in Canada. Devon acts as the General Partner for two downtown Toronto condo developments. In addition to residential development, Cranson Capital has raised capital for Senior’s Housing, Student Housing, Medical Office Buildings and high growth technology companies.
Devon is a Certified Management Accountant (CMA) and a Chartered Public Accountant (CPA).

EdgeHill Partners is a boutique manager of alternative investment strategies. We believe that by following a disciplined, evidenced-based approach to investing, we can deliver superior performance with less risk to our clients. The Fund invests in a long/short portfolio of North American stocks by buying undervalued, rising, stable stocks and shorting overvalued, declining, volatile stocks. The Fund actively gears down risk in declining markets while rotating toward more defensive stocks and strategies to preserve capital.

  • Targeting 10-12% with less volatility than market

  • Suitable as a core "all-weather" holding

  • Disciplined, process-driven approach

  • Actively managed to gear down risk in bear markets

  • Highly liquid with exposure to both Canada and U.S.

  • Optimal blend of performance and capital preservation

Scott Miller, Director
Scott is a Director at EdgeHill Partners focused on sales and distribution.
Prior to joining EHP Scott played key roles in the marketing and distribution of two leading Canadian hedge funds, both of which were nominated for "Hedge Fund of the year" by Morningstar in 2004 and 2012 respectively. Scott gained experience in the asset management industry as an IA and PM at Merrill Lynch, Charles Schwab, and Macquarie Bank of Australia.
Scott has also advised many private clients, family offices, endowments and pension plans over the years. He is often called upon to comment on and contribute in various industry publications including radio and TV on the subject of hedge funds. Scott has a degree in Economics from Dalhousie University and studied at Warwick Business School in England.


Forge First Asset Management is an independent Toronto-based hedge fund founded in August 2012 by Andrew McCreath, President and CEO. Andrew has over 25 years of investment industry experience, which includes more than 15 years of managing money during which time he was a founding shareholder of two successful money management organizations. McCreath has won Lipper and Morningstar Awards for his portfolio management talents. Philosophically, the firm sees its investment style as value-focused, seeking inefficiently priced North American securities in businesses that it knows and understands. While Forge is agnostic to the market capitalization of a security, its ‘sweet spot’ is mid and smaller capitalization securities. To preserve capital, the company builds its two long/short equity portfolios, Forge First Long Short LP and Forge First Multi Strategy LP, with specific characteristics in mind: 1) create broadly diversified portfolios, 2) hold no private companies, 3) always run with a large short exposure, 4) take no large sector bets, and 5) do not take big percentage weights in single stocks.
To learn more about Forge First, please visit www.forgefirst.com.

Andrew McCreath, President & CEO
Andrew is a Co-Founder of hedge fund 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.

After being a top-ranked sell-side securities analyst at leading investment banks for 7 years, Andrew moved to the money management side of the business. He was a founding shareholder of Synergy Mutual Funds which was sold to CI Financial in October 2003. Andrew started his first hedge fund business, Waterfall Investments, in April 2004 which was sold to Sentry Investments in August 2008 when Andrew also officially joined the Sentry team. During his three years at Sentry, Andrew managed the Sentry Diversified Total Return Fund, winner of 2010 Lipper Award, and the Sentry Market Neutral LP, winner of 2010 Morningstar Best Relative Value Hedge Fund (Gold in 2010). Once an entrepreneur and always an entrepreneur, Andrew left Sentry at the end of August 2011 to launch Forge First Asset Management, and now he is also a Market Commentator on BNN-TV, Canada’s only all-business television station (www.bnn.ca), and Host of "Weekly with Andrew McCreath".


Goodwood is a Toronto-based independent investment management firm that has provided institutional and high-net-worth clients with alternative investment strategies for 19 years. The firm’s uses their unique, company specific, value oriented investment approach, with a strong focus on equity special events and credit opportunities. Goodwood’s investment philosophy and practice is often described as bringing a private equity approach to the public markets.

Curt Cumming, President
Curt joined the company in 1999 as Head Trader to oversee Trading and Operations and became President in 2012. Curt sits on the investment committee and has over 20 years of institutional equity trading and investment management experience, combining extensive knowledge of capital markets, financial analysis, portfolio management and business development experience. Prior to joining Goodwood, Curt was an Institutional Equity Trader with Kearns Capital (now Paradigm Capital) and prior to that a high net worth Investment Advisor with Altamira Securities.

KV Capital offers mortgage investment opportunities that provide above average returns for investors. Investors can either choose to invest directly in a specific mortgage or instead invest in a diversified pool of mortgages via our Mortgage Investment Corporation.

Reid Duthie, Vice President, Capital Operations
Reid Duthie is Vice President, Capital Operations for KV Capital based in Edmonton, Alberta. KV Capital manages the KV Mortgage Fund (MIC) along with direct syndicated investments totaling over $100MM.
Reid obtained BCOMM from UBC Commerce majoring in Real Estate. He completed his CA working for BDO Canada LLP, a national audit firm and obtained his CFA charter in 2011. Reid has previously worked for Brookfield, ENMAX and a Private Equity firm in Calgary.

Landry Investment Management was founded by veteran Canadian portfolio manager Jean-Luc Landry. The company is an experienced asset management firm that implements advanced quantitative and fundamental investment strategies for Canadian investors, institutions, advisors, private clients and family offices. The company manages both long-only and long-short strategies.
Landry’s broader investment strategies are designed to incorporate the complimentary disciplines of value and price momentum investing.
The company’s asset allocation strategies have evolved with the proliferation of available ETFs. The company has been using ETFs to complement their own strategies and provide geographic asset allocation for 10 years. Landry now combines a complex price momentum strategy among Global Multi-Asset Class ETFs to create a low volatile and attractive performing global multi-asset ETF strategy through HorizonsETF’s HMA listed on the Toronto Exchange.

Fred Pye, Vice President & Partner
Fred began his career in the early 1980’s working on the floor of the Montreal Stock Exchange and followed by responsibility for managing the Currency, Precious Metals and Brokerage Operations of Guardian Trust Company. During the launch of the free-trade era, he worked on various institutional desks promoting Canadian Investment ideas to U.S. Institutions. In 1989, he joined Fidelity Investments Canada and was an integral part of a dynamic team that attracted over $7.5 Billion in assets in 5 years. At Fidelity, Fred was exposed to some of the earliest techniques in quantitative management. In 1998, Fred designed and founded Argentum Management and Research, an asset management firm dedicated to providing a full line of quantitative investment management products. Argentum was sold in 2001. Fred is currently a Shareholder and Partner at Landry Investment Management.
Fred has an Honours Degree in Economics and a Masters Degree in Business Administration from Concordia University. He sits on the Board of the Anglican Funds, West Island Youth Services and Concordia University Champions Club.

NewGen is a Toronto-based investment manager registered with the Ontario Securities Commission as Exempt Market Dealer (EMD), Portfolio Manager (PM) and Investment Fund Manager (IFM). It was formed in 2009 and manages the NewGen Trading Fund. The fund is available to Canadian and offshore investors. NewGen’s strategy has evolved from investor demand for a product offering steady growth and capital preservation in markets which are increasingly driven by macro headlines and fund flows. NewGen is dedicated to delivering a true alternative product. Our mission is to produce superior absolute returns for investors with minimized volatility and real diversification benefits.
The NewGen Trading Fund aims to achieve consistent, positive, absolute returns with low monthly volatility through the implementation of an opportunistic long-short equity trading strategy. The strategy aims to exploit short-term market inefficiencies to generate alpha-driven returns while minimizing market beta. NewGen’s disciplined approach consistently monetizes trading gains derived from short term catalysts and emphasizes capital preservation through adherence to liquidity standards, stop loss targets, and modest net/gross exposure ranges. Maintaining a highly liquid portfolio enables NewGen to tactically move across markets, sectors and strategies to capitalize on new opportunities.

Rob Duncan, V.P. Corporate Development & Client Service
Rob joined NewGen in February of 2014. He formerly worked at State Street Bank & Trust as V.P. Foreign Exchange Sales & Trading and prior to that, as Managing Director at Burlington Capital Management Ltd., a L/S Hedge Fund. Prior to joining Burlington Capital, Rob was head of marketing and business development at a Toronto based Long/Short Energy Fund and previously was a portfolio manager with TD Asset Management where he managed a group of tactical asset allocation funds with mandates encompassing global equity, fixed income, and currency overlay. Prior to TD Bank, Rob spent eight years in trading and marketing roles at Bank of America in fixed income derivatives and foreign exchange. Rob graduated with a BA in Economics from the University of Guelph and is a CFA Charterholder.

Picton Mahoney is Canada’s largest retail hedge fund provider with more than $9BN in assets under management across our range of authentic hedge and long-only solutions.
Our hedge funds are approved by and sold on every major investment dealer platform in Canada, including the country’s five largest bank-owned fi rms. (RBC Dominion Securities, Scotia McLeod, BMO Nesbitt Burns, TD Waterhouse, and CIBC Wood Gundy).
We have extensive experience and expertise serving the distinct needs of our sub-advisory and institutional clients given that they represent over half of our fi rm’s AUM.
We are a 100% employee-owned organization of 68 professionals and do not permit personal trading in equities and corporate bonds by any investment team member. As a result, our interests are aligned with our clients as our employees and Portfolio Managers have signifi cant “skin in the game” by investing in our hedge funds.
We pride ourselves on institutional-grade risk management and have invested signifi cantly to ensure our compliance and operating infrastructure is rigorous, robust and transparent. Our portfolios are continuously monitored: risk management is a critical component of our ongoing portfolio optimization.
We off er extensive marketing support by providing continual access to our Portfolio Managers. Our fi rm consistently produces insightful key note presentations at national and regional conferences and regularly distributes thought leadership via market insights, portfolio commentary and white papers.

Scott Hickerson, Partner & Vice President
Scott is a Partner and Vice President at Picton Mahoney Asset Management. Drawing on two decades of experience in the industry and Picton Mahoney’s portfolio construction and authentic hedge expertise, Scott works with advisors to implement the best solutions for protecting and growing client wealth. Scott began his investment career at Franklin Templeton Investments in 1995 where he worked in client services, dealer services, and various sales roles before becoming Regional Vice President, Ontario. He holds a Bachelor of Arts (Psychology) from the University of Western Ontario and is a Certified Investment Management Analyst (CIMA).

Republic Funds is an activist real estate private equity firm based in Toronto that acquires and improves apartment and office buildings across the United States. Republic Activist U.S. Real Estate Fund II raised $35 million of equity in 2012 following the success of Republic Activist U.S. Real Estate Fund I.
We invest alongside our limited partners including individuals, institutions, and foundations. Republic Real Estate Fund II owns more than 1,500,000 square feet and 1,500 apartment units across Texas, Georgia, and Arizona. Fund I generated 23.1% annualized net returns with no mortgages, and Fund II has generated 31.3% annualized net returns to date. Republic Funds, whose investors include Canadian and American individuals, family offices and institutions, is currently raising its third investment fund.

Jeff Baryshnik, President
Jeff Baryshnik HBA MBA CIM FCSI is the President of Republic Funds, an activist real estate investment firm that acquires and improves apartment and office buildings across the United States. Prior to forming Republic Funds in 2009, Mr Baryshnik worked at leading global investment funds including Citadel, at which he initiated its Canadian Value & Special Situations portfolio, which grew to more than $800 million. He began his career in Morgan Stanley’s Mergers & Acquisitions Group, and has participated in more than $15 billion of acquisitions.
Outside of Republic Funds, Jeff Baryshnik is a Trustee of True North Commercial REIT. He is also a Director on the Huron College Alumni Board at Western University and a member of the Mount Sinai (Toronto) Hospital Board of Governors. He is a past co-chair of the UJA Young Bay Street division.
Jeff Baryshnik is the author of an investment book that was published in 1999 and 2001 by Random House, and he placed first in the national TD Waterhouse Investment Challenge in 1996 and 1997. A value investor with an appreciation for financial history, Mr Baryshnik in a 1997 newspaper article presciently compared the stock market to the Tulip Bubble, forecasting a major crash. In early 2008, he correctly predicted in an NYU Economics report that the stock market decline was in its infancy.
Jeff Baryshnik received an MBA (Stern Scholar) from New York University’s Stern School of Business and an HBA (Ivey Scholar) from the Ivey School of Business at Western University; he is a recipient of the Canadian Merit Scholarship Foundation’s premier Loran Award. Mr Baryshnik lives in Toronto with his wife and son.

RISE Properties Trust is a publicly offered non-traded Canadian REIT focused on the US multifamily sector in the Greater Seattle area. Through management's existing business platform and fully integrated operations, the trust is able to acquire underperforming rental apartment properties and improve their operations, cash flow, and value.

 

 

Peter Figura, Director Sales
Peter has over 20 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 The Exempt Edge, a publication of the National Exempt Market Association.

RiverRock Mortgage Investment Corporation (RiverRock MIC) is a mortgage investment corporation based in Toronto, Ontario. As a private lender, RiverRock MIC offers investors an opportunity to participate in a diversified portfolio of high yield Canadian residential mortgages. RiverRock MIC is primarily focused on residential real estate in Ontario in both urban and suburban markets. Our principals have decades of experience in mortgage underwriting, risk management and administration.

Nick Kyprianou, President & CEO
Nick is a seasoned executive with over 25 years of experience in the mortgage industry. Prior to founding RiverRock in 2014, Nick was the CEO at Equity Financial Trust. Before joining Equity Financial, Nick was the President and also a director at Home Trust Company for over 18 years, where he was instrumental in the company’s national expansion, mortgage growth and operations. Nick obtained his degree from McMaster University in 1986, has completed the Executive Program at the Queen’s School of Business as well as the Institute of Corporate Directors Program at the Joseph L. Rotman School of Business.

Founded in 2009, RP Investment Advisors is one of Canada’s premier alternative asset managers specialising in fixed income and credit, with over $2 billion in assets under management. The firm is under the leadership of senior partners who each have more than 20 years of experience in global debt markets, and maintains a solid governance structure. The structured investment team has a disciplined and unique skill set in credit focused strategies in North American and global markets. RP Investment Advisors has a proven track record of achieving strong risk-adjusted returns, and has a focus to preserve capital in each of our mandates.

Kripa Kapadia, Director, Business Developments, RP Investment Advisors
Kripa Kapadia joined RP Investment Advisors in February 2015 as Director of Business Development. Prior to joining RP Investment Advisors, Kripa spent nine years with Scotiabank’s Prime Brokerage team, focused on Prime Brokerage Sales and Marketing and Capital Introduction. With an international background, Kripa spent the majority of her life in Hong Kong and the UK. Kripa began her career in finance at Goldman Sachs International (London) within Private Wealth Management and Prime Brokerage, after graduating from the London School of Economics with a degree in Accounting and Finance.

Stephenson & Company Capital Management (Stephenson & Co.) is an alternative asset manager focused on global long/short investing. The company was established in 2014 by John Stephenson and is focused on generating superior risk-adjusted returns throughout market cycles, with a particular focus on risk management and capital preservation. The funds are sector agnostic, concentrating on a portfolio of large and mid-capitalization equities.

John Stephenson, President & CEO
John Stephenson is the president and chief executive officer of Stephenson & Company Capital Management, where he is responsible for overall firm direction.
Prior to establishing Stephenson & Company Capital Management, John was a senior vice president and portfolio manager at First Asset. At First Asset he was responsible for heading most of the equity mandates as well as being instrumental in creating and leading the portfolio management team.
Mr. Stephenson is the author of The Little Book of Commodity Investing (John Wiley & Sons-2010), which has been translated into six languages and Shell Shocked: How Canadians Can Invest After the Collapse (John Wiley & Sons-2009).
John holds a degree in Mechanical Engineering from the University of Waterloo, an MBA from INSEAD, as well as the Chartered Financial Analyst (CFA), Financial Risk Manager (FRM) and Chartered Investment Manager (CIM) designations.

 

 
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