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

 

Justin Warren, General Manager
This email address is being protected from spambots. You need JavaScript enabled to view it.

T: 416.306.0151

 

 


     
       
             
             

 

Avenue Living Asset Management

 

 

 

Emily Newman

VP, Business Development, Avenue Living Asset Management

 

Emily Newman is VP, Business Development at Avenue Living Asset Management and is responsible for investor relations along with raising capital through the retail channel across Canada. Prior to joining Avenue, Emily was Business Development Manager at Timbercreek. Emily has a BSc in Chemistry from Queen’s University and is currently working towards her CIM designation.


 

BMO Global Asset Management BMO Global Asset Management (“BMO GAM”) was introduced in 2011 and is a C$333.9 billion dollar[1] asset management business focused on meeting the needs of investors, both locally and globally, with capabilities in virtually all public markets. The business is characterized by specialized, regional investment teams providing a range of investment solutions to clients across North America, Europe, Asia/Pacific and the Middle East.


 

Centurion Asset Management Inc. with $1.6 billion in assets under management is one of Canada’s leading asset management companies specializing in real estate and other alternative asset classes. Centurion’s investment solutions – Centurion Apartment Real Estate Investment Trust (“REIT”), Centurion Real Estate Opportunities Trust (“REOT”), and Centurion Financial Trust (“CFiT”) – offer retail and institutional investors the opportunity to invest in diversified portfolios of rental apartments, mortgages, real estate developments, and debt instruments that deliver solid returns on their investments.

 

Matthew Barnes

Director of Sales, Centurion Asset Management Inc.

 

Matthew Barnes joined Centurion REIT in June 2014 and is currently the Director of Sales. He has 20 years of experience in the financial services industry and has worked as a Regional Sales Manager at a large US based ETF provider. Matthew has also held sales and client relationship roles at a major Canadian bank mutual fund where he was the Business Development Manager for Alberta North.


 

Based in Toronto, Ninepoint Partners has assumed portfolio management of the Canadian diversified assets of Sprott Asset Management (SAM), including actively managed hedge and mutual funds, while also offering leading resource and precious metals strategies through an exclusive sub-advisory relationship with SAM. The new firm oversees approximately $3 billion in assets under management.
Ninepoint Partners is an independent investment manager committed to adding value to investors’ portfolios while helping to differentiate advisors’ businesses.
As a team, we have a long track-record of managing alternative income, real assets, and diversified core strategies. Innovative thinking, and our ability to apply it to real-world solutions, is what defines us.

 

James Fox

Co-CEO, Managing Partner, Ninepoint Partners


James Fox is a founding principal, Co-CEO and Managing Partner of Ninepoint Partners. James oversees all business development, capital raising & marketing initiatives of the firm. Prior to Ninepoint’s formation, James served as the President of Sprott Asset Management LP (SAM) as well as Managing Director of Sprott Private Wealth. In his role at SAM, James initiated the development of new products, formed a wholesale group to increase fund distribution and led marketing efforts to increase the company's brand awareness in Canada and abroad. Notably, James led the Firm’s efforts to launch Sprott Physical Trusts on NYSE Arca and TSX that raised over $4B in assets, and helped lead the successful take-over of the Central Gold Trust ($1B in Assets) by Sprott Physical Gold Trust.
James has a BA in Finance and Economics from the University of Western Ontario and an MBA from the Rotman School of Management at the University of Toronto.


 

Old Kent Road Financial (OKR) specializes in providing bridge financing to small and mid-sized enterprises across Canada. Our non-dilutive financial solutions help companies manage their cash flow needs and let them focus on growing their business without giving up control.
OKR was created to address a significant lack of alternatives for companies looking for financing secured against Canadian Federal and/or Provincial government loans, tax credits or grants. OKR predominantly finances companies who have applied or qualified for Scientific Research and Experimental Development (SR&ED) tax credits however we finance other programs including:
• Scientific Research and Experimental Development (SR&ED)

• Southern Interior Development Trust (SIDIT)

• Strategic Innovation Fund (SIF)

• Interactive Digital Media Credit (IDMC)

• Canada Media Fund (CMF)

• Western Innovation Initiative (WINN)

• Sustainable Development Technology Canada (SDTC)

• Industrial Research Assistance Program (IRAP)

• Build In Canada Innovation (BICI)

"The OKR Financial family of funds will collectively have up to $90 million under management by end of 2019 with the launch of a our parallel equity fund we can offer a range of finance solutions to Canadian Entrepreneurs"

To find out more, visit our website www.okrfinancial.com or email us at This email address is being protected from spambots. You need JavaScript enabled to view it..

 

 

Wes Mills

Chief Investment Officer, OKR Financial


Wes has 35 years’ experience as an investment professional in finance, portfolio management and asset allocation in both traditional and alternative assets. In the last year he did consulting work on wealth management with a major Credit Union. He was the Chief Investment Officer and Portfolio manager of a private debt portfolio for a leading Exempt Market Dealer for over two years. Prior to that he was with a leading Canadian Bank for over 30 years, spending the bulk of his career in various portfolio management roles ultimately becoming the Chief Investment Officer for the Mutual Fund and Private Client Groups where he was responsible for up to $45bln in assets under management.

 

He is now the Chief Investment Officer of OKR Financial which primarily lends to companies secured by Government Finance Program (GFP) tax credits as well as traditional commercial bridge financing. Wes works with the credit underwriting team to originate loans as well as the Investment Management group as they service the needs of high net worth clients, family offices and institutional accounts.

 

Wes graduated from the University of Saskatchewan with a Bachelor of Commerce and MBA. He also holds the Chartered Financial Analyst designation.

 

Wesley (Wes) Mills

Joined OKR Financial in November 2018

Over 35 years experience in Finance, Portfolio Management and Asset Allocation

Consultant on Wealth Management to major Credit Union (2018)

Chief Investment Officer Schedule A Bank Discretionary Asset Management Group (2011-14)

Portfolio Manager; Global Equities (1994-2011), Private Debt (2015-17)

Foreign Exchange Trader and Trade Finance Manager (1984-1993)

B. Comm, MBA; University of Saskatchewan; Chartered Financial Analyst


Quote: “I enjoy constantly learning and adding value for clients”



 

 

Starlight Capital is an independent asset management firm offering mutual funds, exchange-traded funds, private pools and structured products with a real assets focus. Our goal is to deliver superior risk-adjusted returns to investors through a disciplined investment approach, Focused Business Investing. Starlight Capital is a wholly-owned subsidiary of Starlight Investments. Starlight Investments is a private, full service, real estate investment and asset management company. The firm is driven by an experienced team of 200 real estate and investment professionals managing over $14 billion of capital on behalf of pension funds, family offices, high net worth investors, retail investors and public REITs.

Our goal is to make Starlight Capital your trusted partner for differentiated investment solutions. To that end we have leveraged relationships built over decades to provide you with best in class client service and investment management. We think investing is about finding great businesses that will do well over long periods of time. When we find those businesses, we like to do our own analysis and when the risk/reward is favourable, we try to buy a lot of these businesses. The result is portfolios with fewer positions and less turnover.

For more information Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

     

 

 

Founded in 1997, Trez Capital is a diversified real estate investment firm and preeminent provider of commercial real estate debt financing solutions in Canada and the United States. Trez Capital offers private and institutional investors strategies to invest in a variety of opportunistic, fully-secured, high-yield mortgage investment funds and like investment assets, and provides property developers and owners with quick approvals on flexible short- to mid-term financing.
With offices in Vancouver, Toronto, Dallas, Palm Beach and Atlanta, Trez Capital has over $3.5 billion in assets under management and has funded more than 1,400 mortgages totaling more than $9.4 billion since inception.
For more information, visit www.trezcapital.com.

 

Vikram Rajagopalan

Vice President, Retail Sales & National Accounts, Trez Capital

 

Vikram joined Trez Capital in 2013, bringing with him over 10 years of investment management experience. In his role, Vikram is responsible for working with family offices across Canada and assisting them with the investment allocation decision as it relates to the need for income producing strategies for client portfolios.
Previously, Vikram spent five years as Vice President, Client Relations at a boutique private wealth management firm, working with family offices constructing customized portfolios for high net worth clients. Having lived in 12 different countries and worked in four, he brings a global perspective to investment management.
Vikram graduated from York University with an Honours Bachelors Arts (economics) and is a CFA charter holder.
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.
Phone: 647.788.1787

 
 
 
 
     
     
 
 
     
     
 
 
     
     
 
 
     
     
 
 
     
     
 
 

 


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