WAISC

WAIS 2016 Canada 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


 

 

 

 

 


Castle Ridge Asset Management offers Artificial Intelligence powered investment funds with industry leading performance. Our proprietary Artificial Intelligence system, named W.A.L.L.A.C.E., is the culmination of years of research into Deep Learning Neural Networks and Self-Evolving Genetic Algorithms. W.A.L.L.A.C.E. analyzes vast quantities of global data in real-time to predict market events. At Castle Ridge, we believe the future of investing truly lies in the partnership between human creativity and cutting-edge technology. Our investment decisions are made using formal interaction between W.A.L.L.A.C.E. and our experienced Portfolio Managers. As a result, we avoid the pitfalls of human bias and ego to deliver outperforming returns under ever changing market conditions.

Adrian de Valois-Franklin, Chief Executive Officer
Adrian de Valois-Franklin is an investment professional with expertise merging finance and technology. As CEO of Castle Ridge Asset Management, Adrian develops investment fund strategies driven by Artificial Intelligence. Previously, Adrian served as Chief Financial Officer of Excelion Technology, a big data analytics software provider. Adrian also worked with some of the world’s largest financial institutions. Adrian was a member of the Principal Investing group for the $270 billion Canada Pension Plan Investment Board (CPPIB) in Toronto. Prior to CPPIB, Adrian focused on technology sector investments with Accel-KKR in Silicon Valley; originally a joint venture between the private equity firm Kohlberg Kravis Roberts & Co. and the venture capital firm Accel Partners. Adrian also gained capital markets and advisory experience as an Investment Banker with Goldman Sachs in New York and San Francisco.
Adrian attained his H.B.A with Distinction from the Richard Ivey School of Business at the University of Western Ontario. He also completed securities licensing exams from the Canadian Securities Institute and the Financial Industry Regulatory Authority (FINRA) in the United States. Adrian is an active community volunteer and serves on charitable committees for the Toronto Public Library Foundation.

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, 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.

Equiton Partners is a fully independent private equity real estate company with an exclusive focus on investment real estate. We focus on a range of real estate investments and real estate property types – from established income-producing real estate through to value-added real estate development. The various strategies of the firm are tailored to the specific requirements of our partners’ needs and to maximizing returns.
Equiton Capital is an independent full-service exempt market dealer specializing in private capital market investment. It focuses on providing high-quality private capital market and alternative investments to clients.

Brian Fraser, Vice President, Sales
Brian is a dynamic investment industry sales professional who consistently delivers superior results and creative sales strategies. He has 20 years of progressive experience in both the financial services and alternative investment industries. At Equiton Capital, Brian is responsible for establishing and growing relationships with Private Capital Market Dealers, Independent Advisor Offices and Family Wealth Advice Offices across Canada in support of growing overall company revenue. These partnerships are a key component to our long term growth strategy. Brian’s extensive sales experience includes alternative investments, mutual funds, private pools as well as private equity. He is also a contributing speaker at many industry events and conferences. Brian holds a Bachelor of Arts (Political Science) degree from the University of Toronto.

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, Senior Vice President, Client Capital
Reid Duthie is SVP, Client Capital for KV Capital based in Edmonton, Alberta. KV Capital manages the KV Mortgage Fund (MIC) along with direct syndicated investments.
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.

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.

Founded in 2010, Rivemont is a portfolio management firm with more than $30 million in assets under management. The firm offers performing investment strategies to a private wealth clientele, brokers, consultants and financial planners.
Rivemont Investments is responsible for managing the “Rivemont Absolute Return” hedge fund that uses an innovative strategy based on technical analysis and trend-following to provide a positive return regardless of market conditions.

Martin Lalonde, Portfolio Manager
Martin Lalonde is the portfolio manager in charge of investment decisions for Rivemont Investments. He has many years of experience in the financial markets. Before founding Rivemont Investments, he was a senior investment, mergers and acquisitions analyst for a major Canadian organization.
Mr. Lalonde holds a Master’s Degree in Business Administration (MBA) from the University of Ottawa with specialization in international trade from the École supérieure de commerce of Reims, in France. He also holds the title of Chartered Financial Analyst (CFA).

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.

 

 
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