WAISC

WAIS 2017 Canada - CAP INTRO

Always one of the highlights of WAIS Canada 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, 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.

 

 

Since 2007, ConnectAndSell has helped 1,000+ companies, ranging from small startups to large enterprises like IBM, Varonis, and Infoblox, boost their sales pipelines as much as 5–8x. Our patented cloud sales-acceleration platform overcomes the limitations of any auto-dialer-only system. ConnectAndSell’s technology and highly trained agents relieve customers of the tedious, time-consuming, and frustrating work of navigating through gatekeepers, interactive voice response systems, phone trees, and voicemail. ConnectAndSell gets the decision maker on the phone for you. All your sales reps have to do is sell. ConnectAndSell allows reps to talk to more decision makers in 90 minutes than they would in a week of conventional dialing. Reps can be 100% focused on selling, since CRM data entry and follow-up scheduling is fully automated with ConnectAndSell. Because reps never miss making follow-up calls, sales leaders see their reps’ productivity skyrocket. In addition, ConnectAndSell’s teleprompter capability lets reps know exactly what to say on follow-up calls, while its InstantResponse™ function maximizes the impact of marketing budgets by making sure inbound inquiries get a call-back in less than five seconds with zero sales effort. For more information about ConnectAndSell, call 888-240-7737 or visit connectandsell.com.

Chris Beall, CEO
For most of the past 30 years, Chris Beall has participated in software start-ups as a founder or at a very early stage of development. His focus has consistently been on creating and taking to market simple products that can be used successfully the first time they are touched, without having to take a course or read a manual. His belief is that the most powerful part of any software system is the human being that we inappropriately call a “user,” and that the value key in software is to let the computer do what it does well — go fast without getting bored — in order to free up human potential. Toward that end, Chris has been involved with Requisite Technology, GXS, Epiance, Qlip Media, Aptara, Cadis, Sun Microsystems, and Unisyn. He is currently CEO of ConnectAndSell, Inc., based in Silicon Valley.

 

 

CoPower is Canada's clean energy investment platform, empowering all investors to participate in and profit from the transition to a low carbon future. CoPower Green Bonds and Funds allow both individuals and institutions to build and diversify their portfolios by helping build clean energy infrastructure across North America. Learn more at copower.me.

Trish Nixon, Chief Impact Investing Officer
Trish leads product development, fundraising and investor relations for CoPower, Canada's first clean energy investment platform. Trish has focused her career on accelerating impact investing in private markets. In her prior roles at MaRS Discovery District, she provided advisory services to investors and intermediaries, founded a social venture accelerator and led venture services for the SVX investment platform. She also spearheaded the development of the MaRS/Virgin Unite Catalyst Fund.
Trish is the 2016 Recipient of the Edward Newton Award for Social Innovation and co-recipient of the 2017 Clean50 Award for Environmental Entrepreneurship. Trish holds a Masters of International Relations from the University of St. Andrews, Scotland.

 

 

Crowdmatrix is an online investment marketplace that connects advisors and individual investors with vetted alternative investment opportunities. Our platform allows investors to view, curate, analyze and participate in private market investments in various asset classes to allow for greater portfolio diversification. Leveraging our proprietary technology stack, we have engineered a fully compliant and simple new investment approach to the alternative investments marketplace. Crowdmatrix is a registered Exempt Market Dealer in BC, Alberta, Ontario and Quebec. For more information please visit www.crowdmatrix.co.

Rubsun Ho, Chief Crowdpleaser
Rubsun Ho is Chief Crowdpleaser at Crowdmatrix Inc., a marketplace for Canadian investors to discover and invest in alternative assets online. A portfolio company of Extreme Venture Partners, Crowdmatrix is a registered exempt market dealer in BC, Alberta, Ontario and Quebec.
Prior to Crowdmatrix, Rubsun was a co-founder of Cognition LLP, a virtual law firm that was a pioneer in the provision of technology driven, lower cost legal services. In 2016, a portion of Cognition was sold to Axiom Legal, a New York based legal services firm with over 2,000 lawyers across 15 regions globally.
Before Cognition, Rubsun was VP of Business Development at Wysdom Inc., where he helped raise US$57 million in financing for the wireless Internet startup. He started his legal career as a securities associate in the Toronto and New York offices of Stikeman Elliott.
Rubsun has a Bachelor of Commerce from McGill University and a Bachelor of Laws from the University of Toronto.

 

 

Fisgard Capital Corporation (“FCC”) was established in 1994 to provide investors an opportunity to earn income from a diversified, stable and growing portfolio of mortgages secured by valuable Canadian real estate property in growth regions of the five western provinces.
The two primary goals of Fisgard are to preserve capital and provide consistent reliable returns to our investors. In good times as well as hard times Fisgard has delivered a reasonable dividend that compares favourably with other income investments, outperforming many. Fisgard has the enviable track record of having always paid dividends and made its qualified redemptions without fail.
Our mortgage portfolio has a significant weighting of first mortgages, primarily residential mortgages. Individual mortgages will not exceed a 75% loan to value ratio at the time of origination.
To achieve these goals Fisgard focuses on the underserved market for borrowers that require short term special situation financing not currently offered by banks, credit unions or trust companies. Fisgard responds quickly to these borrower needs and provides excellent professional service. Our ability to provide quick response and reasonable and flexible financing terms has proven to be successful.

Dawn Paniz, CFO & Senior Vice President, Investment Markets
Dawn Paniz is a founding shareholder and director of Fisgard Capital Corporation and Fisgard Capital II Corporation. Dawn is the CFO and Senior Vice President of Fisgard Asset Management Corporation with over twenty years’ experience in the mortgage and investment industry. She also served on the BCMMA (British Columbia MIC Managers Association) board for 6 years and is a past director of NEMA. In addition to her career-long involvement in the mortgage lending and investment industry she has also held her real estate license for over 10 years and is currently licensed as mortgage broker and dealing representative.

 

 

Ginkgo Mortgage Investment Corporation was established in 2012, with offices in Toronto and Vancouver. Providing alternative lending solutions, Ginkgo MIC has helped hundreds of clients to achieve their dreams of homeownership.
Ginkgo understands the importance of sustainability and capital conservation, and has carefully honed the perfect balance of security for investors with strategic growth. With over 50 years of combined experience on the executive team, Ginkgo has grown rapidly with established lending relationships across Canada, and a proven track record of success.

Henry Tse, CEO
Henry Tse obtained his MBA degree from McMaster University in 1989, and is also qualified as a Chartered Accountant, Certified Financial Planner, and Accredited Mortgage Professional. As a seasoned investment executive, Henry is always pushing to achieve higher ground and larger milestones of success in everything that he does. His tenacity and analytical prowess has seen him as director for three publicly traded companies and many senior positions in various large financial institutions. Mr. Tse co-founded Ginkgo Mortgage Investment Corporation in 2012 and tripled its employee and fund size in a few short years. Mr. Tse is a well-known figure in the investment community, appearing in television and radio as a trusted advisor on real estate and personal financial matters.

 

 

Highyon Accredited Realty Partners (HARP) LP is a fast-growing private Real Estate Investment Fund (Limited Partnership) based in Toronto, Canada and Miami, USA.

We buy cash flow Shopping Centers for our Investors. We have a very specific niche... Needs-Based Retail which includes Grocery, Pharmacy and Dollar stores which every market needs. HARP_ LP is a full-service real estate investment firm that provides proven investment management and property services for quality Canadian & U.S real estate. www.harplp.com

Lijoy Ulahannan, Chief Operating Officer, Managing Partner
Lijoy Ulahannan is the Vice President of Commercial Real Estate Division of Highyon Realty Brokerage Inc., and Owner of Golden Horseshoe Enterprises. As a Speaker and Author, Lijoy is an authority on Commercial Real Estate in Canada; he has written a number of commercial real estate texts and manuals. Lijoy has had a long tenure in Asset Management in Real Estate.
With over 15 years experience in all areas of Senior Housing and Commercial Real Estate, Lijoy has had great success in his roles as Managing Partner for Golden Horseshoe Capital and as well as in prior management roles in government, with the BC Ministry of Health and in the private sector in Retirement and Nursing Homes with Chartwell REIT, and Extendicare REIT. The greatest benefit to his investors is his database of retail tenants. Lijoy's ability to fill vacant space with regional and national tenants, has become an unbeatable advantage in the commercial real estate investment sector, to optimize investor's returns.

 

 

Indigoblue Mortgage Investment Corporation is primarily focused on residential mortgage opportunities that fill the gap created by tighter lending guidelines at traditional banks and trust companies. Guided by corporate governance and strategic knowledge provided by a highly seasoned independent board of directors, Indigoblue MIC is led by a team of industry veterans who have previously managed and guided operations of highly efficient alternative lenders in the Canadian marketplace.
With a sharp focus on safeguarding investor assets, the fund will originate mortgage opportunities primarily through the Canadian mortgage broker network. The MIC will further differentiate itself by providing consistently superior service in combination with transparent pricing and lending policies. Indigoblue MIC’s ultimate goal is to have 50 million dollars in Assets Under Administration through its lending operation.

Harry Singh, President & CEO
Harry has worked in the mortgage industry for over 20 years. Over that time, he has held several senior level roles with various financial institutions across Canada. Harry launched successful mortgage products for various brokerages as Vice President at Paradigm Quest and led a team of over twenty Business Managers across Canada at Equitable Bank as a Director.
In 2012, Harry was appointed a Director on Independent Mortgage Brokers Association’s (IMBA) board. Harry completed his final term with IMBA, presently known as Canadian Mortgage Brokers Association (CMBA Ontario), in 2017 as Treasurer. Harry was the recipient of the 2014 and 2016 President’s Award and was inducted into the associations Hall of Fame for his exemplary work on education and professional development in 2017. Harry holds a degree in Economics, a graduate degree in Business Administration and the CRM designation.

 

 

LionGuard Capital Management Inc. (www.lionguardcapital.com) is an independent investment management company based in Montréal. We specialize in detailed fundamental bottom-up research & analysis and offer some of industry leading traditional and alternative investment products focused on small and medium capitalization equities. Our clientele includes some of Canada’s largest institutional investors, as well as single family offices, multi-family offices, fund of funds, investment advisers and select high net worth individuals. Company’s investment funds are registered on FundServ and available for purchase by qualified investors.

Andrey Omelchak, President, CEO & Chief Investment Officer
Andrey is an experienced investment and business professional. Prior to founding LionGuard Capital Management Inc. in April 2014, Andrey worked as a Portfolio Manager, Canadian Equities, at a Montreal-based buy-side investment management company. Between October 2010 and March 2014, Andrey co-managed the Canadian Small Capitalization Equity Fund and other mandates, with combined assets under management of approximately C$1.35 billion. Prior to that, Andrey worked in the Canadian equities sell-side research department at a Canadian-based broker-dealer and in research, trading and risk management roles at a Montreal-based investment fund. Mr. Omelchak graduated with distinction from Concordia University, in Montreal, where he completed both his B.Comm. and M.Sc. degrees. He also obtained CFA, FRM and CIM designations. Andrey is a frequent guest and commentator on Business News Network, Bloomberg, Reuters, Financial Post, Les Affaires and other media companies.

 

 

NewOak Asset Management LLC, a Registered Investment Adviser, specializes in alternative credit, offering investors access to largely untapped opportunities in the asset based finance space. Founded and steered by structured finance veteran Dr. Ron D’Vari, the firm applies proprietary sourcing, credit underwriting and due diligence expertise to architect and execute uncorrelated absolute return strategies. Our private funds are uniquely positioned to deliver stable yields anchored by in-depth analysis of collateral and borrowers.

Investment focus:

  • Non-qualified mortgages

  • Private debt

  • Asset-based loans

  • Structured products

Clientele:

  • Family Offices

  • High Net Worth Individuals (HNWI)

  • Pension Funds

NewOak Asset Management is a subsidiary of NewOak Capital LLC, a diversified financial services, consulting and advisory firm founded in 2008 and based in New York.


Dr. Ron D’Vari, Chairman, CIO & Co-Founder

  • 33 years of experience advising over several trillion dollars in complex assets and situations including global credit products

  • Former head of structured finance at BlackRock - Raised and managed $29 billion in fixed income credit assets across 20 mandates; co-managed over $90 billion in fixed income; Member of Investment Strategy Group, Fixed-Income/Alternative/New Product Management Committees.

  • Responsible for advising in matters throughout the structured products and fixed-income asset lifecycle across the globe

  • Interacted and advised CIOs and board of some of the largest financial institutions, pension funds, sovereign wealth funds, insurance companies, endowment and foundations

  • Expert in structured finance, credit fundamentals, building and executing portfolio alpha strategies and innovative structured solutions

  • Former Senior Principal Engineer and Scientist at McDonnell Douglas (now Boeing) where he managed a large design and analysis group specialized in state-of-the-art commercial and military aircrafts

  • Chair of PRMIA Education Committee and Member of Advisory Board of Structured Finance Journal

  • Over 15 years of graduate and under graduate teaching (UCLA, Brandeis, and Boston University)

  • MS, PhD and MBA degrees from UCLA; CFA charter holder.

 

 

Northern Coast Strategic Fund (“NCSF”) is an asset-backed, fixed income issue designed to be a “strategic” portfolio diversification tool. The fund’s residential-only, single-family-only, non-GTA mortgage strategy is ideal for investors looking to diversify an existing real estate portfolio, and NCSF’s 8% fixed interest rate is paid monthly to meet an investor’s need for regular cash flow. Northern Coast’s “manage the manager” strategy gives investors the best of two Worlds: proven Asset Managers to balance risk and return, and an investor-centric structure to maximise yield and liquidity. As such, NCSF’s mortgage origination and administration is overseen by Blackhawk Consulting (arm’s length to NCSF), with a proven CAD$300 million in mortgage administration in the past 12 years. Each mortgage is further vetted and ultimately approved by our internal Risk Manager, Daryl Ching, CFA. NCSF Series “A” Bonds (Fundserv: RBS-401) are available to all investors under applicable O/M exemptions, and NCSF Series “A” Preferred Shares are available to qualified accredited investors who require a more tax friendly structure and a more generous 10% yield. NCSF has no management fees, and commissions are paid by Northern Coast, not investors.

Thomas Jones, President

Thomas Jones is the President of Northern Coast Financial, a firm specializing in the manufacturing of alternative investment products for retail investors, and the manufacturer of Northern Coast Strategic Fund, a fixed income, mortgage-backed issue. An entrepreneur at heart, Tom is unafraid to rethink traditional asset management models to create structures that place the investor first. His strong track record in closing complex transactions and his solid communication skills are the foundation of his “win-win” philosophy, which promotes sustainable profit models for all stakeholders. Before founding Northern Coast in 2012, Tom spent 3 years as an Investor Relations Manager, was a senior manager at a Montreal-based technology company specialized in custom internet applications for the financial sector for nearly 8 years, and founded the predecessor to Northern Coast, a real estate development company specialized in non-subsidized affordable housing in Mexico and Florida (post-financial crisis).
Tom is also CEO of Smartchase Corp., an OTC-listed public company that leverages non-traditional channels to offer unbiased portfolio management to retail investors, and create new opportunities for alternative issuers looking to increase their retail investor base.

 

 

OurCrowd is a leading Venture Capital/equity crowdfunding platform for investors from around the world to invest in Israeli and global startups. Managed by a team of seasoned investment professionals and led by serial entrepreneur Jon Medved, OurCrowd vets and selects opportunities, invests its own capital, and brings companies to its accredited membership of global investors. OurCrowd provides post-investment support to its portfolio companies, assigning industry experts as mentors and in some cases takes board seats. OurCrowd has raised over $440M for its 120 portfolio companies, generating 13 exits in four years. Investors can build their portfolios with individual deals, diversified portfolio reserves, or fund investment opportunities.

David Shore, Director - Canada
David is responsible for expanding OurCrowd’s presence in Canada: building the investor community, bringing new companies onto the OurCrowd platform and leveraging the investor network on behalf of our portfolio companies. David has more than 20 years of experience in analyzing, investing in and operating technology companies. As the Managing Director of Terracap Ventures, David developed the firm's overall corporate strategy, reviewed more than 400 deals and led investments in five new companies and seven follow-on rounds. Prior to joining Terracap, David was a top-ranked technology analyst for Canadian investment banks such as Mackie Research Capital, CIBC, Desjardins and First Marathon, providing insightful research into technology companies. His operational experience includes roles as CFO at several start-ups including Cavet and Beam Networks. David has served as a Board Director of both public and private companies including ESI Entertainment Systems Inc. (CNSX:ESY), Sarda Technologies and Helix Medical Systems. He is also directly involved in fostering a strong start-up community in Canada, serving on the Advisory Board of the Canadian Innovation Exchange and as an advisor for The Next 36. David received his CFA designation in 1997 and completed his MBA at the Schulich School of Business in 1994.

 

 

PACE Capital Management (PCM) is the asset management division of PACE Securities Corp (PSC). It is focused on high yield bonds and alternative investment strategies. PACE Securities Corp is an IIROC regulated investment dealer and an OSC regulated investment fund manager. It offerings asset management services through PCM and markets PACE Capital Partners LP a hedge fund focused on high yield debt. PSC also engages in proprietary trading, and has a retail advisor division that assists individual investors with their investment requirements.

Joseph Thomson, Director, President & CEO
Mr. Thomson has been a Director and the President and Chief Executive Officer of PACE Securities Corp., a securities dealer registered with the Ontario Securities Commission since June 26th 2013 as an investment dealer and investment fund manager, and of each of Pace General Partner Limited and Pace Insurance Brokers Ltd.. Mr. Thomson has a broad background of business management and financing experience. He has been in the securities industry since 1997 and spent most of his career as a market maker and proprietary trader of derivative instruments. Mr. Thomson studied at Bishop’s University where he received his BA degree in Political Studies and Economics and then at the Illinois Institute of Technology where he received his MSc. degree in Financial Markets & Trading, a program focused on the valuation and management of debt and derivative products. He later received a MBA from University College Dublin, Smurfit School of Business. He has also completed the ISMA International Fixed Income & Derivatives Certificate and numerous courses from the Canadian Securities Institute and New York Institute of Finance.

 

 

R2 (www.r2-re.com) is Canada's first online marketplace that connects property owners with sources of capital (otherwise referred to as investors). Property owners see us as a boutique mid-market investment firm and a leading capital raise platform that uses power of technology and traditional relationships to help them raise both debt and equity. To the investors (Retail and Institutional), R2 offers investments that meet our strict underwriting criteria, allowing them to invest in high quality projects that are managed by reputable sponsors.

Amar Nijjar, Founder
Amar is the Founder of R2. He is responsible for strategic direction, business development, operations, and sits on R2 Board of Directors and Investment Committee. Amar has funded over $10 billion and underwritten over $30 billion of real estate during his career. Up until recently Amar was an Executive Vice President at JLL (formerly Jones Lang LaSalle), where he headed the Debt Capital Markets group. Amar has an undergraduate degree in Chemical Engineering and holds an MBA from York University's Schulich School of Business. In 2014, he founded www.educate-kids.org; a charity that supports under privileged children in Developing countries. He also sits on the board of Commercial Real Estate Lenders Association (www.crela.ca).

For more information please visit www.r2-re.com.

 

 

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.

 

 

 

 


 

 

 

 

 
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