WAISC

WAISC Vancouver 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


 

 


Auspice is an innovative alternative asset manager that focuses on applying rules-based investment strategies across a broad range of financial and commodity markets. Auspice offers liquid alternative and commodity strategies that provide the benefits of active management and the efficiency of indexing. By being rules-based, Auspice offers products with greater transparency, liquidity, and cost effectiveness via multiple delivery mechanisms (Hedge Funds, ETFs, Indexes, and bespoke products).
Auspice works with a wide range of clients and develops solutions to improve their portfolio or product suite. Our strategies are available to institutions, financial professionals and high net worth individual investors as well as retail investors through the Auspice brand as well as sub-advisory and licensing arrangements.
Auspice was selected as one of Alberta’s 50 fastest growing companies by Alberta Venture Magazine and KPMG for both 2010 and 2011. Auspice is also the winner of the 2011 Silver medal from Morningstar in the category of Best Opportunistic Hedge Fund in Canada for its flagship, Auspice Diversified. In 2014, Auspice won the Altegris CTA Challenge for the performance of the Auspice Diversified Program.
www.auspicecapital.com

Tim Pickering, President, Lead Portfolio Manager, CIO, Auspice Capital Advisors
Tim Pickering is Founder, President and CIO of Auspice. Tim leads strategic decision making and the vision for Auspice’s diverse suite rules-based quantitative investment strategies. Tim believes that in the future, non-correlated alternative investments will be a core holding in all portfolios, regardless of investor size or sophistication. Alternatives will no longer be viewed as risky, but as conservative and prudent, given the measurable value to investment portfolios. He is passionate about creating innovative investment strategies and products that the market needs with distribution through reputable partners at a fair price. In 2015, Tim was selected by Alberta Venture Magazine, one of Alberta’s most widely respected business publications, as one of Alberta’s 50 most influential people.
Prior to forming Auspice, Tim was VP of Trading at Shell (North America). He began his career at TD Securities (Toronto) in their elite trading development program ultimately holding the Senior PM position for the Energy Derivatives portfolio. Outside of Auspice, Tim has been involved in grain farming in Western Canada. Through the founding of Auspice, Tim ties together a career in commodity and financial risk and portfolio management that has spanned institutional experience along with entrepreneurial vision.

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, Cranson Capital
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 4-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 and is on the board of directors of a seniors housing portfolio. 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).

N.A Energy Resources Corporation is a production based Oil and Gas Company with a focus on delivering attractive yet sustainable returns to investors. The management at Energy Resources have a combined 110 years of experience within the oil and gas industry ranging from public, private and government projects. The company has an exclusive focus on low risk sustainable producing oil and gas projects across North America. The company invests in numerous geographical locations and various asset class stages, which makes their funds attractive for any energy investor.

Mehran Ehsan, President and CEO, N.A Energy Resources Corporation
Mr. Ehsan has over 9 years 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 last nine 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. Mr. Ehsans’ vast experience ranges from private to public & government based oil and gas deals; he has worked with Oil & Gas companies such as Marun Oil & Gas Production, West Texas Investment Corp and Renewable Energy Companies such as Excelsior. 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, and he is an MBA candidate with specialty in Finance. 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.

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, KV Capital
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, Landry Investment Management
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.

Lightwater Partners is an independent Toronto-based investment manager founded in 2007. We manage funds on behalf of individuals, families, Investment Advisors, family offices and corporations, both domestically and internationally. Lightwater Partners is registered in Canada with the Ontario Securities Commission as a Portfolio Manager, Investment Fund Manager, and Exempt Market Dealer.
Our investment focus is mid-Cap Canadian stocks. We seek to identify “uncrowded” or under-followed companies that are under-valued or over-valued by the market. This approach has allowed Lightwater to outperform Canadian equity markets over the past 7.5 years while exhibiting lower risk and volatility than the market. To maintain a lower-risk profile, we have portfolio protection in place at all times: short positions are used to hedge long investments.
We offer two funds: the flagship Lightwater Long Short Fund (7.5 year track record) which focuses on Canadian mid-cap and large cap names and the Nimble Fund (2 year track record) which focuses on small cap and mid cap names. Both funds accept investments for RRSP, TFSA, RRIF and other registered accounts.

Jerome Hass, Partner, Lightwater Partners Ltd.
Jerome joined Lightwater as a Portfolio Manager in 2007 and has over 20 years experience in the financial industry. Previously, he worked as a Portfolio Manager at Epic Capital Mgmt in Toronto and Montrusco Bolton Investments in Montreal. Mr. Hass also worked as a Portfolio Manager in London, England for Canada Life Assurance Company. He started on the buy-side at Scottish Amicable Investment Managers in Scotland. Mr. Hass also worked as a sell-side Analyst with HSBC Investment Bank in Singapore and Malaysia. He began his career as an Economist with the Ministry of Finance. He holds a Bachelor degree in Economics from the University of Western Ontario, a Master of Arts in Applied Economics from the University of Victoria as well as a Master of Science degree in Economics from the London School of Economics, and is a holder of the Chartered Financial Analyst ("CFA") designation.

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, 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.


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, Republic Funds
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.

Skyscape is a vertically integrated land developer specializing in the planning, funding, project management, and engineering of large-scale land developments in Western Canada. The management group and professional advisors for the company have been strategically assembled to include all the components required to carry out the developments. Skyscape and their associated companies have collectively sold over 1,500 builder lots and have a proven track record in real estate development projects in Western Canada. Bill Maher, principal of the Skyscape companies and co-founder of Lee Maher Engineering, has over 29 years of experience in the land development business. Neal Coulter, principal of the Skyscape companies, has over 20 years of experience. Skyscape Capital Inc. is responsible for capital raising, providing structuring and capital raising services to the group and is the Promoter of Exempt Market offerings in Canada. Skyscape's commitment to professionalism and integrity not only shapes the companies’ culture, but also extends into how Skyscape Capital structures investments and treats clients and investors. Skyscape recognizes that its investors enable it to pursue and complete land development opportunities, which is why its focus is on creating smart real estate investment opportunities for investors and offering premium service that investors can trust.

Michael Wellwood, Senior Analyst, Skyscape Capital Inc.
Mike is the Senior Analyst at Skyscape Capital and focusses on structuring and capital raising for the Skyscape group of companies, a vertically integrated land developer operating in Western Canada. Prior to joining Skyscape, Mike conducted independent due diligence on Exempt Market products as well as providing private equity structuring services to new Issuers. He is very active in the Exempt Market community and was recently the Chairman of the National Exempt Market Association Due Diligence Committee. Mike is a Certified Private Equity Professional and was the founder of an Exempt Market Dealer in Alberta. His previous background as an entrepreneur in the technology sector allows him to analyze and model businesses using a systems engineering approach rather than traditional subjective approaches. This led him to the alternative investing arena where he worked with various firms on raising capital in the exempt market. He has also spent time in foreign countries, structuring Exempt Market offerings for projects in the Caribbean and Central America.

The selection and portfolio management of Terra's funds is entrusted to Cypress Capital Management Ltd., an experienced investment firm, whose professionals share Terra's value-oriented philosophy.
Cypress Capital Management Ltd. (Cypress) will source and direct investments for the Partnership. Greg Bay has been retained by the General Partner to manage the Partnership's investment portfolio. Mr. Bay is co-founder and President of Cypress which manages over $2 billion in assets for individuals, families, foundations and corporations, as well as pensions and other institutional investors.

Greg Bay, Co-Founder & President, Cypress Capital Management Ltd.
Founded in 1998 in Vancouver, Cypress Capital Management Ltd. (Cypress) is a boutique money manager made up of an eight-member team of investment professionals managing over $3 billion in assets for institutional and private clients.
Mr. Bay, a co-founder of Cypress has over 27 years experience investing in the resource sector. He has a particularly strong capability in energy resource investing and manages several funds including the Terra Flow-Through Limited Partnerships. Mr. Bay is a director of several public companies including Mullen Group Ltd. (TSX:MTL) and Gear Energy Ltd. (TSX:GXE).

 

 
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