30 years of industry experience including 20 years as Portfolio Manager and the last 15 years as a Hedge Fund Manager.
Managed Sentry Diversified Total Return Fund, winner of 2011 Lipper Award for the Best Fund Over Three Years in the Canadian Focused Equity Category
Managed Sentry Market Neutral LP, winner of 2010 Morningstar Best Relative Value Hedge Fund (Gold in 2010)
Previously the Portfolio Manager and Founder of Sui Generis Investment Partners, a Toronto-based alternative investment firm
Portfolio Manager at MacDougall, MacDougall & MacTier Inc. (“3Macs”) from 2010 to 2014
Investment Advisor and Research Associate to 3Macs’ International Oil & Gas, Mining and Consumer Products analysts
Previous role as an Investment Analyst at both Longview Asset Management Ltd. and BMO Nesbitt Burns
Experience in the financial services sector with a strong background in equities and financial modelling
Passed all three levels of the CFA Program
Previous role as an Investment Analyst at Sui Generis Investment Partners and BMO Capital Markets
Experience in various mergers and acquisitions as well as equity and debt financing transactions, primarily in the Financial Institutions sector
CFA Level III candidate
Chief Compliance Officer, Forge First Asset Management Inc.
Experience in the financial services sector with a strong background in U.S. and Canadian regulation and compliance
Previous role as a Securities Compliance Officer at Cidel Asset Management Inc.
Previously Regulatory Compliance Analyst at Prudential Financial
20 years industry experience with 6 years running the operations of a hedge fund and investment management company
Promoted hedge fund best practices for emerging and established investment managers at a major Canadian Prime Broker
Chief Operating Officer, Forge First Asset Management