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.
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.
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.
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.
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
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.