Established in 1936, global asset manager Russell Investments is one of only a few firms that offers actively managed multi-asset portfolios and services which include advice, investments and implementation. The firm’s core capabilities extend across capital market insights, manager research, asset allocation, portfolio implementation and factor exposures to help investors achieve their desired investment outcomes.Headquartered in Seattle, Washington, Russell Investments is wholly owned by London Stock Exchange Group (LSEG) and operates in 21 offices globally.Russell Investments has more than CAD$335 billion in assets under management (as of 12/31/2015) and works with more than 2,500 institutional clients, independent distribution partners and individual investors globally.
SEI (NASDAQ:SEIC) is a leading global provider of investment services with over C$350 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$100 billion in OCIO assets for over 470 clients in eight countries. The company has been providing investment management services to nonprofit institutions for over 20 years and today has more than 150 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.
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.
The Hoyle Wealth Management Team is an investment group at CIBC Wood Gundy that has proven experience in the institutional space. By leveraging the expertise of our partners across the CIBC group of companies, CIBC Wood Gundy has the ability to offer a complete array of financial services and expertise, helping to meet all of your organization’s financial needs. With our strong support and local presence, we are committed to building relationships with clients based on trust and integrity.
Foundations, endowments and not-for-profit organizations all have unique requirements when compared to individual investors. With over 30 years of experience managing institutional funds, the Hoyle Wealth Management Team at CIBC Wood Gundy has developed relationships with many such organizations. We are excited to be a part of the Foundations, Endowments and Not-For Profit Investment conference on June 28-29, 2017, and look forward to introducing you to our customized investment solutions.
CIBC Wood Gundy is a division of CIBC World Markets Inc., a subsidiary of CIBC and a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.
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 http://www.silverheights.com
Toronto based publishing and educational firm whose goal is to provide valuable, unbiased and timely information about Hedge Funds and the Canadian Hedge Fund industry. We provide up-to-date statistical data for Canadian hedge funds, current hedge fund news and links, an archive for our newsletter, a library of hedge fund related books/articles and general information about investing in hedge funds.
Savvy Investor www.savvyinvestor.net is the world’s leading platform for the distribution and promotion of white papers to institutional investors. Having launched in 2015, we already have over 18,000 registered members – mainly asset owners, asset managers and investment consultants – and we’re growing fast. Every month, over 15,000 white papers are downloaded from our site – more than any other platform. The site has a dedicated section for Endowments and Foundations white papers.
The high engagement levels derive from a tailored experience; upon registration, each member specifies the topics that they are interested in. These topic preferences are then used to personalize the member’s home page and weekly newsletter with relevant white papers and investment conferences.
Join for free today at www.savvyinvestor.net
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.
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.
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.