Investment Team

 
Andrew McCreath, CFA amccreath@forgefirst.com Direct: 416-687-6771

Andrew McCreath, CFA
amccreath@forgefirst.com
Direct: 416-687-6771

  • 25 years of industry experience including the last 15 years as Portfolio 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)

 
Daniel Lloyd dlloyd@forgefirst.com Direct: 416-597-7934 

Daniel Lloyd
dlloyd@forgefirst.com
Direct: 416-597-7934 

  • 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
 
Trumbull Fisher tfisher@forgefirst.com Direct: 416-597-7932 

Trumbull Fisher
tfisher@forgefirst.com
Direct: 416-597-7932 

 
  • Former partner at Sui Generis Investment Partners and was responsible for trading, operations and client relationships
  • Previously at Casimir Capital, where he was part of the team that established their Canadian sales and trading operations in 2010
  • Held positions as a Sales Trader at M Partners, a boutique Canadian investment bank, and as an FX trader in National Bank’s institutional currency trading operations
 
Keenan Murray kmurray@forgefirst.com Direct: 416-687-6778

Keenan Murray
kmurray@forgefirst.com
Direct: 416-687-6778

  • 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
 
Maxim Matushansky mmatushansky@forgefirst.com Direct: 416-583-2568 

Maxim Matushansky
mmatushansky@forgefirst.com
Direct: 416-583-2568 

 
  • 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 II candidate
 

Sales and Marketing

 
Emma Querengesser equerengesser@forgefirst.com Direct: 416-687-6777

Emma Querengesser
equerengesser@forgefirst.com
Direct: 416-687-6777

  • 8 years of industry experience including a previous role managing Canadian account management operations at Macquarie Capital Markets Canada Ltd.

  • McGill University Bachelor of Commerce degree, Finance major

 

 

OPERATIONS

 
Fatima Hirani fhirani@forgefirst.com Direct: 416-687-6770

Fatima Hirani
fhirani@forgefirst.com
Direct: 416-687-6770

  • 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

 

COMPLIANCE

 
Cadien Mayers cmayers@forgefirst.com Direct: 416-687-6772

Cadien Mayers
cmayers@forgefirst.com
Direct: 416-687-6772

  • 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