Foyston, Gordon & Payne Inc. (“FGP”) is a value-style investment management firm whose philosophy is based on its view that earnings always matter. FGP believes that high quality, sustainable earnings should contribute to producing excellent longer-term value-added results. The firm’s portfolio managers and analysts use a strict discipline to ensure they do not overpay for earnings. Valuation is the key focus and is the primary determinant of the excellent long term results provided to FGP’s clients.
FGP’s research analysts form the core of the firm’s research and analysis. The analysts’ focus is to generate new investment ideas by putting stocks and bonds through screens for value characteristics, quality attributes, and recent price changes. They also keep a close eye on securities already in the portfolio.
The portfolio managers make the final decisions on new additions to the portfolios they manage. They look for input and constructive criticism from their analysts and the Investment Committee, and weigh that input before making a final decision. Within the portfolio, the portfolio managers use a model weighting system that takes into consideration input from the analysts in addition to their own judgment of each security’s best overall value in the portfolio.
Standard Life Investments is a leading global asset manager offering a wide range of investment solutions backed by our distinctive Focus on Change investment philosophy, disciplined risk management and shared commitment to a culture of investment excellence. Our investment capabilities span equities, bonds, real estate, private equity, multi-asset and absolute return strategies. As of June 30, 2015, we manage $490.8 billion on behalf of clients worldwide.
Connor, Clark & Lunn Financial Group Ltd. provides a broad range of traditional and alternative investment products and services to individuals, advisors and institutional investors.
With roots dating back to 1982, the firm has grown to become one of Canada’s largest privately owned asset management firms. Our affiliate teams collectively manage over $60 billion in assets from offices across Canada, and in New York and London, England.
We are organized as a multi-boutique and bring significant scale and expertise to all operational and distribution functions, allowing our talented investment managers to focus on what they do best.
Jarislowsky, Fraser Limited is one of Canada’s leading investment firms for Foundations and Endowments. Founded in 1955 as a research boutique, it manages the portfolios of foundations, pension funds, corporations and individuals in Canada and internationally. Its core strengths —a philosophy of fundamental, low-risk investing and rigorous in-house research— have made it a suitable choice for many foundation and endowment clients. As engaged equity owners, the firm has also been a leader in advancing corporate governance. It is committed to sustainable investing, incorporating ESG considerations into all its mandates, and is a signatory of the Principles for Responsible Investing.
SEI (NASDAQ:SEIC) is a leading global provider of investment services with over C$365 billion in assets under management. SEI’s Institutional Group is one of the first and largest providers of outsourced chief investment officer (OCIO) services and manages over C$105 billion in OCIO assets for over 475 clients in eight countries. The company has been providing investment management services to nonprofit institutions for over 20 years and today has more than 170 nonprofit clients. SEI has been servicing institutional clients in Canada since 1983 and, through its Toronto-based office, serves as an OCIO for more than 40 Canadian clients representing over C$5.3 billion in assets under management.
Northern Trust is a global leader in delivering innovative investment management, asset and fund administration, fiduciary and banking solutions. For over 125 years, we have evolved with the changing needs of our clients and our world.
As a leading Outsourced Chief Investment Officer (OCIO), Northern Trust leverages a multi-manager practice founded 35 years ago to support institutional demand for a trusted advisor that avoids conflicts of interest by using best-in-class external managers for actively managed strategies. We are the second largest worldwide OCIO service provider, with discretionary and advisory assets over $110 billion CAD as of September 30, 2016.
To learn more about Northern Trust’s Canadian Outsourced Chief Investment Officer services and how it may benefit your organization, please contact:
CanFirst Capital Management is a private equity real estate company that invests in Canada’s major markets with the objective of creating value through proactive management, leasing, redevelopment and opportunistic asset disposition. CanFirst aims to provide reliable distributions and attractive risk-adjusted returns by investing in commercial real estate assets that offer upside potential.
The CanFirst team is focused on investing in assets that offer consistent and stable returns, while concurrently ensuring capital preservation and providing value enhancement opportunities. The CanFirst team has many years of real estate experience including development, redevelopment, asset and property management, financing, leasing and construction.
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.
NEI Investments (NEI) is a mutual fund company that is committed to making excellent, independent portfolio managers accessible to Canadian retail investors through three competitive fund families: NEI Funds, Northwest Funds and Ethical Funds. With true active management and a relentless, disciplined focus on risk management, NEI strives to deliver superior risk-adjusted returns to investors as they work toward their financial goals and a secure future.
In addition to offering smart investment choices through some of the elite portfolio managers in the industry, we take special pride in our commitment to providing the highest level of service, expertise and support to investors and to the financial advisors who serve them.
NEI is also home to Canada’s largest team of in-house socially responsible investing specialists who, as our ESG Services Team, provide environmental, social and governance (ESG) analysis to portfolio managers of socially responsible investments, including NEI’s own Ethical Funds.
BULLWEALTH was founded in 2000 to offer Individuals & Families, Not-for-Profit Organizations and Institutions a unique approach to investment planning. We place investment counsel at the core of our relationships by providing clear, independent advice. BULLWEALTH’s total assets under advisement are in excess of $1.8 Billion. Clear, Independent advice and true alignment with our client’s best interest are what makes us different. BULLWEALTH is compensated only by our clients. We diligently research, select and continuously monitor investment managers who outperform over the long run and successfully manage their downside risk. This is at the core of our value proposition.
BMO Global Asset Management is a multi-asset investment firm focused on meeting the needs of investors, both locally and globally. Our clients have access to a global platform of investment solutions that span:
Our diversified investment platform characterized by distinct skills and investment expertise allows for the development of customizable solutions for our clients based on their needs and risk preferences. We believe that our competitive advantage is grounded in a disciplined investment process, focus on risk management and the strength of our people.
Stonebridge Financial Corporation, founded in 1998, is a privately owned financial services company with proven expertise in arranging private debt for the Canadian institutional market.
Stonebridge launched the first dedicated Canadian infrastructure private debt fund in December 2012. In November 2014, with Fund I fully invested, Stonebridge launched its second infrastructure debt fund. Fund II is currently open to new investors and provides exposure to high quality Canadian infrastructure projects, with long term, fixed rate C$ private debt delivering superior returns while emphasising capital preservation. The strategy offers predictable and stable cash flows for investors. Fund assets under management exceeds $525 million.
In addition, Stonebridge administers $2.45 Billion in non-discretionary private debt for institutional investors.
MSCI ESG Research products and services are provided by MSCI ESG Research LLC, and are designed to provide in-depth research, ratings and analysis of environmental, social and governance-related business practices to companies worldwide. ESG ratings, data and analysis from MSCI ESG Research LLC. are also used in the construction of the MSCI ESG Indexes. MSCI ESG Research LLC is a Registered Investment Adviser under the Investment Advisers Act of 1940 and a subsidiary of MSCI Inc.
Silver Heights Capital Management is an exclusive, discretionary investment counsellor focused on creating alpha through high-conviction, absolute return investment management. Founded in 2006 and based in Toronto, we manage assets for affluent families, individuals and select institutions across Canada. A founding principle of our firm is an “investment-first” ethos. We apply a time-tested, rational, business-minded approach to investing.
It is our belief that the optimal approach to safely growing capital is to have the greatest exposure to our best ideas. We therefore seek to invest in high-quality businesses, only acquiring shares when prices are below the intrinsic value of the business. When we find these opportunities, we will take concentrated positions, with the objective of achieving superior, risk-adjusted, absolute returns while preserving our clients’ capital and growing it over time. Silver Heights never has, and does not, use leverage.
We believe that alignment between our clients’ interests and our interests achieves the best results. Silver Heights’ co-founders/principals and senior management have over 95% of their liquid net worth in the same securities held by Silver Heights’ clients.
To learn more about Silver Heights, please visit our website www.silverheights.com
Hedge Connection is built on a foundation of industry experience and guided by the core principles of integrity, partnership, and value. Our clients include hedge funds, fund of funds, family offices, endowments & trusts, pension funds, sovereign wealth funds, private banks, advisors and service providers to the financial industry.
The company has grown to become the most widely recognized and innovative marketing solution for the hedge fund industry. Our online fund database is powered by Morningstar and provides investors with access to over 7,000 hedge funds, fund of funds and CTAs.
Since 2005, over 5,000 investors have participated in Hedge Connection related events, resulting in thousands of direct meetings for hedge fund managers. The Boardroom, our industry leading online community, is woven into the fabric of our fund database and facilitates relationship building, networking, and free-flow of information. Hedge Connection’s online ecosystem is complemented by our premier one-on-one networking events.
Hedge Connection is a proud recipient of a US patent for its methodology of connecting hedge funds and investors online.
BarclayHedge is a leading independent, research based provider of information services to the alternative investment industry. Founded in 1985, no other firm has been in the alternative investment database business for as long as we have. Barclay began publishing fund data for CTAs and hedge funds in 1989 and currently maintains data on more than 12,000 alternative investment vehicles. BarclayHedge provides access to its hedge fund, fund of funds, and managed futures databases to thousands of investors worldwide in Excel, Access, and formats compatible with most third party analysis packages. Barclay’s 18 hedge fund indices, 10 managed futures indices, and 7 UCITS indices are universally recognized as alternative investment performance benchmarks and are utilized by investment professionals around the globe.
AIMA Canada, the National Group of the Alternative Investment Management Association (AIMA) in Canada, was formed in March 2003 to act as the voice of the alternative investment industry in Canada.
Founded in 1990, AIMA is an international not-for-profit trade association whose objectives are: to increase investor education, transparency and promote due diligence and related sound practices; and to work closely with regulators and interested parties in order to promote the responsible use of alternative investments.
AIMA has more than 1,200 corporate members in 43 countries around the world. Its members cover the entire spectrum of the industry including single fund managers, fund of hedge fund managers, administrators, lawyers, brokers, consultants and other service providers.
AIMA Canada has over 90 corporate members including hedge fund managers, institutional investors, pension fund managers and consultants, administrators, auditors, lawyers, prime brokers and other service providers.
In addition to working with regulators, holding luncheons and information sessions in Toronto, Montreal, Vancouver and Calgary, AIMA Canada has developed two publications in 2004 – The Canadian Guide to Sound Practices and The Hedge Fund Primer ; two publications in 2005 – Guide to Sound Practices for the Disclosure and Promotion of Alternative Investments in Canada and AIMA Canada’s Hedge Fund Investor Checklist; and most recently, the AIMA Canada Handbook. A monthly newsletter is also available for the public.
Gary Ostoich, President of Spartan Fund Management, serves as Chairman of AIMA Canada and heads its five-member Executive Committee which includes:
Andrew Doman of Man Investments Canada Corp.;
Paul Patterson of IAM Group;
Christopher Pitts of PricewaterhouseCoopers; and
Mike Burns of McMillan.
James Burron is Chief Operating Officer.
Community Foundations of Canada is the national membership organization for Canada’s Community Foundations.
We are the Canadian movement for community vitality, represented by 178 members from coast to coast. CFC was established in 1992 to connect and support this growing network of local foundations.
To build stronger communities by enhancing the philanthropic leadership of community foundations
To support established and developing community foundations in their endowment building and donor services, grantmaking and community leadership, and as accountable stewards of community assets
To promote and advance philanthropy and community foundations
To model philanthropic leadership in Canada and internationally
We are committed to:
Philanthropy, especially through community foundations, as a powerful catalyst for strengthening communities in Canada and around the world
Visionary leadership that welcomes innovative approaches, builds on strengths, models inclusiveness and takes appropriate risks
Collaborative relationships – among members, volunteers, staff and other organizations – that respect independence and diversity, and that foster dialogue and sharing of ideas and experiences
Open and accountable practices that reflect the highest possible standards of performance as a membership association and as a leader in promoting philanthropy.