The Canadian Source Of Employee Pension Fund Investment And Benefits Plan Management

Directories

Real Estate & Alternative Investment Managers

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Assets Under Management are as of Dec. 31, 2012

ABERDEEN ASSET MANAGEMENT INC.
Renee Arnold, Head of Business Development – Canada; 161 Bay St., 44th Floor, TD Canada Trust Tower, Toronto, ON M5J 2S1
PH: 416-777-5571
Fax: 866-290-9322
eMail: renee.arnold@aberdeen-asset.com
Web: www.aberdeen-asset.com
Alternative Assets: Direct Property - European Balanced Property Fund, Nordic Core Property Fund, UK Balanced Property Fund; Indirect Property – Asia Property Fund of Funds III, UK Property Fund of Funds Strategy, Global ex-Canada Core Property Holdings Strategy; Available to Canadian Investors – Capital Return Strategy Limited, Global Opportunities Strategy Limited
Ownership: Mitsubishi UFJ Trust & Banking – 18.9%; BlackRock – 7.3%; Directors, Management, Staff, EBT – 5.8%; Legal & General Investment Management – 3.4%; Newton Investment Management – 3.2%; UBS Global Asset Management – 2.8%
Managed Since: Direct Property –1975, Indirect Property –1996, Hedge Fund of Funds – 1998

ACM ADVISORS LTD.
Chad Mallow, President; 210 – 1140 Homer St., Vancouver, BC V6B 2X6
PH: 604-682-4865
Fax: 604-682-3265
eMail: cmallow@acma.ca
Web: www.acma.ca
Alternative Assets: Canadian Commercial Mortgages
Assets Under Management: $1,236M
Ownership: Private
Managed Since: 1992

ACORN GLOBAL INVESTMENTS INC.
Jeff Crich, Chief Operating Officer; 1267 Cornwall Rd., Ste. 201, Oakville, ON L6J 7T5
PH: 905-257-0773 x106
Fax: 888-582-7863
eMail: jeff.crich@acorn.ca
Web: www.acorn.ca
Alternative Assets: Systematic Global Macro, Diversified Managed Funds
Assets Under Management: $2.5M, Total AUM: $53M
Ownership: Corporation with Three Partners
Managed Since: 2005

ARROW CAPITAL MANAGEMENT INC.
Mark Purdy, Managing Director & CIO; 36 Toronto St., Ste. 750, Toronto, ON M5C 2C5
PH: 416-323-0477
Fax: 416-323-3199
eMail: mpurdy@arrow-capital.com
Web: www.arrow-capital.com
Alternative Assets: Fund of Hedge Funds, Long/Short and Credit Mandates, Customized Portfolio Solutions, Standalone Single Manager Hedge Funds principally though managed account platform
Ownership: 100% Employee-owned
Managed Since: 2000
Relationships: Currently invested in more than 25 hedge funds globally

AURION CAPITAL MANAGEMENT INC.
Christopher D.C. Wright, Vice-president, Business Development; 120 Adelaide St. W., Ste. 2205, Toronto, ON M5H 1T1
PH: 416-866-2420
Fax: 416-363-6206
eMail: cwright@aurion.ca
Web: www.aurion.ca
Alternative Assets: Real Estate Portfolio Management, Active Currency
Assets Under Management: Real Estate; $351M – Pension, Real Estate AUM – $1.5B, Currency: $424M - Pension
Ownership: Employee Group – 40% DundeeWealth – 60% (Scotiabank's acquisition of DundeeWealth Inc. was completed on February 1, 2011. It now holds 100% of the outstanding shares of DundeeWealth Inc.)
Managed Since: 1984

AUSPICE CAPITAL ADVISORS
Basil D'Souza, Director of Business Development; 615 3rd Ave. S. W., Ste. 301, Calgary, AB T2P 0G6
PH: 866-792-9291
eMail: info@auspicecapital.com
Web: www.auspicecapital.com
Alternative Assets: Managed Futures, Commodities, Commodity Indices, Enhanced Indices
Ownership: 100% Employee-owned
Managed Since: 2005
Relationships: ETFs, Direxion Funds

AXIOM INTERNATIONAL INVESTORS, LLC
Shane McMahon, Vice-president, Marketing & Client Service; 33 Benedict Place, Greenwich, CT 06830
PH: 203-422-8036
Fax: 203-422-8090
eMail: smcmahon@axinvest.com
Web: www.axintl.com
Alternative Assets: International All Cap Long/Short – Directional (Onshore & Offshore), International Micro Cap Long/Short – Directional (Onshore), Global Micro Cap Long/Short – Directional (Onshore)
Assets Under Management: $160.5M
Ownership: 100% Employee-owned
Managed Since: 1999

BENTALL KENNEDY (CANADA) LP
Malcolm Leitch, Chief Operating Officer; #1800 – 1055 Dunsmuir St., Vancouver, BC V7X 1C4
PH: 604-646-2812
Fax: 604-646-2805
eMail: mleitch@bentallkennedy.com
Web: www.bentallkennedy.com
Alternative Assets: Real Estate
Assets Under Management: $12,296M
Ownership: Limited Partnership
Managed Since: 1911

BLACKROCK
Eric Leveille, Managing Director; 161 Bay St., Ste. 2500, Toronto, ON M5J 2S1
PH: 416-643-4040
Fax: 514-843-5198
eMail: eric.leveille@blackrock.com
Web: www.blackrock.com
Alternative Assets: Hedge Funds, Funds of Hedge Funds, Private Equity Fund of Funds, Structured Products (including CDOs, Private Debt, and Equity Funds), Real Estate Products, Long-only Absolute Return Funds
Assets Under Management: $2,185M ($70.5M represents investments in Fund of Hedge Funds)
Ownership: Independent in ownership and governance, with no single majority stockholder and a majority of independent directors – PNC Financial Services Group, Inc.: 21.9%; BlackRock, Institutional Investors, Employees, and Public: 78.1%
Managed Since: 1994
Relationships: The firm's Fund of Hedge Funds focuses on creating & structuring portfolios of Hedge Funds managed by unaffiliated firms.

BMO GLOBAL ASSET MANAGEMENT
Marija Finney, Senior Vice-president, Head of Institutional Sales & Service; 77 King St. W., Ste. 4200, Toronto, ON M5K 1J5
PH: 416-359-5003
Fax: 416-359-5040
eMail: marija.finney@bmo.com
Web: www.bmoglobalassetmanagement.com
Alternative Assets: Canadian Pure Alpha Fund
Ownership: 100% owned by BMO Financial Group
Managed Since: 2010

BNP PARIBAS INVESTMENT PARTNERS CANADA LTD.
Rosanna Carusone, Head of Marketing Operations, North America; 155 Wellington St. W., Ste. 3110, RBC Centre, Box 149, Toronto, ON M5V 3H1
PH: 416-365-3985
Fax: 416-365-3987
eMail: rosanna.carusone@bnpparibas.com
Web: www.bnpparibas-ip.com
Alternative Assets: Theam Index, Indexing and ETFs; Theam Active Systematic – Equity, Commodities, Hidden Assets, Multi-assets; Theam Guaranteed and Protected; Theam Alternative Investments – Absolute Return, Multi-management; Private Equity; Private Real Estate – Non-listed Real Estate; FFTW Absolute Return Fixed Income; Global Real Estate Fund
Assets Under Management: $377.9M
Ownership: Wholly-owned subsidiary of BNP Paribas
Managed Since: 1996
Relationships: BNP Paribas Asset Management, BNP Paribas Private Equity, Impax Asset Management, Fischer Francis Trees & Watts, THEAM BNP Paribas Group

BNY MELLON ASSET MANAGEMENT
Rich Terres, Managing Director; 320 Bay St., Toronto, ON M5H 4A6
PH: 416-643-6354
Fax: 416-643-5786
eMail: richard.terres@bnymellon.com
Web: www.bnymellon.com
Alternative Assets: Currency, Hedge Funds, Hedge Fund of Funds, Real Estate, Private Equity
Assets Under Management: $5,159M
Ownership: Public
Relationships: The Boston Company Asset Management, Siguler & Guff, Mellon Capital Management Standish, Urdang, EACM

BONNEFIELD FINANCIAL INC.
Marcus Mitchell, Associate; 141 Adelaide St. W., Ste. 500, Toronto, ON M5H 3L5
PH: 613-230-3854
Fax: 613-225-3898
eMail: mmitchell@bonnefield.com
Web: www.bonnefield.com
Alternative Assets: Farmland, Agriculture, Private Equity
Assets Under Management: $46M
Ownership: Private
Managed Since: 2009
Relationships: Colonnade Investments

BROOKFIELD ASSET MANAGEMENT INC.
Keith Smith, Senior Vice-president or Angela Vidakovich, Director, Brookfield Investment Management; 181 Bay St., Box 762, Toronto, ON M5J 2T3
PH: 416-369-8262
Fax: 416-365-9642
eMail: keith.smith@brookfield.com or angela.vidakovich@brookfield.com
Web: www.brookfield.com
Alternative Assets: Real Estate, Infrastructure, Private Equity, Timber & Agriculture, Global Listed Infrastructure
Assets Under Management: $15.4B
Ownership: Public
Managed Since: 2001

BULLION MANAGEMENT GROUP INC.
Paul de Sousa, Executive Vice-president; 280-60 Renfrew Dr., Markham, ON L3R 0E1
PH: 888-474-1001
Fax: 905-474-1091
eMail: info@bmgbullion.com
Web: www.bmgbullion.com
Alternative Assets: Precious Metals Bullion (Gold, Silver, Platinum), BMG Funds (three open-end mutual fund trusts), BMG BullionBars (individual bullion bars of Gold, Silver, Platinum) Funds
Ownership: Private Company
Managed Since: 2002 (open-end mutual fund trusts)

CAI CAPITAL MANAGEMENT CO.
Tracey McVicar, Managing Partner; Ste. 2833, 595 Burrard St., Vancouver, BC V7X 1K8
PH: 604-637-3411
Fax: 604-694-2524
eMail: tmcvicar@caifunds.com
Web: www.caifunds.com
Alternative Assets: Private Equity (mid-market buyout)
Assets Under Management: $300M
Ownership: Limited Partnership
Managed Since: 1989

CALEDON CAPITAL MANAGEMENT INC.
David Rogers, Partner; 141 Adelaide St. W., Ste. 330, Toronto, ON M5H 3L5
PH: 416-861-0700
Fax: 416-861-0770
eMail: info@caledoncapital.com
Web: www.caledoncapital.com
Alternative Assets: Private Equity, Infrastructure, Real Assets
Assets Under Management: $3.2B
Ownership: Private
Managed Since: 2006

CANADIAN URBAN LIMITED
Onita Blankenfeldt, Senior Vice-president, Business Development & Marketing; 10572 105th St., Edmonton, AB T5H 2W7
PH: 780-424-7722
Fax: 780-424-7799
eMail: lfunk@canadianurban.com
Web: www.canadianurban.com
Alternative Assets: Real Estate Investments
Assets Under Management: $839M
Ownership: Privately-owned
Managed Since: 1971
Relationships: Northern Trust, Global – closed end funds

CI INSTITUTIONAL ASSET MANAGEMENT
Dustin Hunt, Head of Institutional; 2 Queen St. E., 19th Floor, Toronto, ON M5C 3G7
PH: 416-681-6679
Fax: 416-681-8849
eMail: dhunt@ci.com
Web: www.ciinstitutional.com
Alternative Assets: LDI/ALM, Real Estate, Infrastructure, Resource
Assets Under Management: $79.5M
Ownership: Wholly-owned subsidiary of a financial institution
Managed Since: 1965
Relationships: Three sub-advisors are wholly-owned by the firm: Signature Global Advisors, Harbour Advisors, Cambridge Global Asset Management; Eight sub-advisors are on contract: Altrinsic Global Advisors, Epoch Investment Partners, QV Investors Inc., Picton Mahoney Asset Management (sub-advisor to the firm's Synergy funds), Tetrum Capital Management, Trident Investment Management, Black Creek Investment Management Inc.,Greystone Managed Investments Inc.; Nexus Risk Management (asset management services)

CIBC GLOBAL ASSET MANAGEMENT INC.
Taras Klymenko, Vice-president, Institutional Business Development; 161 Bay St., Ste. 2320, Toronto, ON M2J 2S8
PH: 416-214-8338
Fax: 416-364-4472
eMail: taras.klymenko@cibc.ca
Web: www.cibcam.com
Alternative Assets: Global Tactical Asset Allocation, Currency
Assets Under Management: $13,667.9M
Ownership: Member of the CIBC group of companies and is wholly-owned (100%) by the Canadian Imperial Bank of Commerce (CIBC)
Managed Since: 1996

CONNOR, CLARK & LUNN FINANCIAL GROUP
Brent Wilkins, Head of Institutional Sales (Canada); 181 University Ave., Ste. 300, Toronto, ON M5H 3M7
PH: 416-364-5396
eMail: bwilkins@cclgroup.com
Web: www.cclgroup.com
Alternative Assets: Private Equity, Hedge Funds, Infrastructure (Traditional, Energy), Commercial Real Estate
Assets Under Management: $1,407.3M
Ownership: Partnership
Managed Since: 1998
Relationships: Banyan Capital Partners Ltd. (Private Equity); Connor, Clark & Lunn Investment Management Ltd. (Market Neutral Strategies, Long/Short Strategies, Portable Alpha Strategies); Connor, Clark & Lunn Infrastructure Ltd. (Traditional, Energy), Crestpoint Real Estate Investments Ltd. – Each affiliate is a partnership between the investment professionals and CC&L Financial Group.

CORDIANT CAPITAL INC.
David G. Creighton, President & CEO; Ste. 2400 – 1010 Sherbrooke St. W., Montreal, QC H3A 2R7
PH: 514-286-1142
Fax: 514-286-4203
eMail: info@cordiantcap.com
Web: www.cordiantcap.com
Alternative Assets: Emerging Market Private Debt, Emerging Market Private Equity
Assets Under Management: $203.6M
Ownership: Principals and Corporates
Managed Since: 1999

CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC
Steve Sexeny, Senior Vice-president, Head of Business Development & Client Relations; 1180 Avenue of the Americas, 22nd Floor, New York, NY 10036
PH: 212-938-6500
Fax: 212-938-8182
eMail: steve.sexeny@cornerstonecapital.com
Web: www.cornerstonecapital.com
Alternative Assets: US Equity Market Neutral
Ownership: Wholly-owned subsidiary of New York Life Investment Management Holdings LLC, a wholly-owned subsidiary of New York Life Insurance Company
Managed Since: 2006
Relationships: Institutional Capital LLC, New York Life Investment Management LLC, MacKay Shields LLC, Madison Capital Funding LLC, GoldPoint Partners LLC,, Private Advisors LLC

DIVERSIFIED GLOBAL ASSET MANAGEMENT CORPORATION
Sa'ad Shah, Managing Director; TD Centre, TD North Tower, 77 King St. W., Box 259, Ste. 4310, Toronto, ON M5K 1J5
PH: 416-644-8254
Fax: 416-644-7586
eMail: sshah@dgam.com
Web: www.dgam.com
Alternative Assets: Traditional & Non-traditional Fund of Hedge Funds, Customized Mandates
Assets Under Management: US$575M
Ownership: 100% Employee-owned
Managed Since: 2004

FENGATE CAPITAL MANAGEMENT
Lou Serafini Jr., President & CEO; 5000 Yonge St., Ste. 1805, Toronto, ON M2N 7E9
PH: 416-488-4184
Fax: 416-488-3359
eMail: info@fengatecapital.com
Web: www.fengatecapital.com
Alternative Assets: Infrastructure, Real Estate, Seniors Housing
Assets Under Management: More than $1.3B
Ownership: Private
Managed Since: 2000

FIERA CAPITAL CORPORATION
David Pennycook, Executive Vice-president, Institutional Markets; 1501 McGill College, Ste. 800, Montreal, QC H3A 3M8 or 1 Adelaide St. E., Ste. 600, Toronto, ON M5C 2W5
PH: 514-954-3300 or 416-364-3711
Fax: 514-954-3325 or 416-955-4877
eMail: dpennycook@fieracapital.com
Web: www.fieracapital.com
Alternative Assets: North American Market Neutral, Global Macro, Long/Short Equity, Absolute Bond Yield, Diversified Futures, Currency Management & Arbitrage Short-term Bond Fund, Multi-manager, Infrastructure, Real Estate
Assets Under Management: $2,526M
Ownership: Principals – 28%, Publicly-held – 26%, Third Parties – 46%
Managed Since: 2006

FIERA PROPERTIES
Catherine Ann Marshall, Vice-president, Client Services; 1 Adelaide St. E., Ste. 600, Toronto, ON M5C 2V9
PH: 416-364-3711
eMail: cmarshall@fieraproperties.com
Web: www.fieracapital.com
Alternative Assets: Direct Real Estate Investments – Open-ended CORE Fund, Closed-end Funds, Segregated Accounts
Assets Under Management: $545M
Ownership: Joint venture between Fiera Capital and the Management of Fiera Properties
Managed Since: 1976
Relationships: Part of the Fiera suite of Alternative Assets

FRANKLIN TEMPLETON INSTITUTIONAL*
Duane Green, Head of Institutional – Canada; 200 King St. W., Ste. 1500, Toronto, ON M5H 3T4
PH: 416-957-6165
Fax: 416-364-6643
eMail: dgreen2@franklintempleton.ca
Web: www.franklintempletoninstitutional.ca
Alternative Assets: Hedge Funds (managed by K2 & Associates Investment Management and Franklin Templeton Alternative Strategies, Inc.), Emerging Markets Mezzanine & Private Equity (managed by Darby), Global Real Estate (managed by Franklin Templeton Real Estate Advisors)
Ownership: Operating division of Franklin Templeton Investments Corp., a wholly-owned subsidiary of Franklin Resources, Inc.
Managed For: More than 25 years
*Part of Franklin Templeton Investments

GE ASSET MANAGEMENT INCORPORATED
Jason Szczepkowski, Senior Relationship Manager; 1250 Rene Levesque Blvd., Ste. 1100, Montreal, QC H3B 4W8
PH: 514-394-3215
Fax: 877-874-3847
eMail: jason.szczepkowski@ge.com
Web: www.geam.com
Alternative Assets: International Private Equity, Real Estate
Assets Under Management: $114.2M
Ownership: Subsidiary of GE Asset Management Incorporated, a wholly-owned subsidiary of General Electric Company
Managed Since: International Private Equity – 1991, Real Estate – 1953
Relationships: The firm's International Private Equity group principally invests side by side with its global partner network, which includes private equity funds and other investors.

GOLDMAN SACHS ASSET MANAGEMENT, LP
Craig Russell, Managing Director, Head of the Americas Institutional Business; 200 West St., New York, NY 10282
PH: 212-902-1000
Fax: 212-902-9900
Web: www.gs.com
Alternative Assets: Hedge Fund of Funds, Direct Hedge Funds, Private Equity, Currency, Commodities
Assets Under Management: $1,430.2M
Ownership: Delaware Limited Partnership, The Goldman Sachs Group, Inc. is the general partner and Goldman Sachs Global Holdings, LLC is the limited partner
Managed Since: 1997

GREYSTONE MANAGED INVESTMENTS INC.
Louis Martel, Managing Director & Chief Client Strategist; 300-1230 Blackfoot Dr., Regina, SK S4S 7G6
PH: 306-779-6400
Fax: 306-585-1570
eMail: louis.martel@greystone.ca
Web: www.greystone.ca
Alternative Assets: Canadian Real Estate, Canadian Mortgages
Assets Under Management: $7,448.5M
Ownership: Private Company – 67% owned by Employees
Managed Since: 1988

GUARDIAN CAPITAL REAL ESTATE LP
Brent Chapman & Stephen Tiller, Managing Directors; 199 Bay St., Commerce Court W., Ste. 3100, Toronto, ON M5L 1E8
PH: 416-947-4017 or 416-947-3743
Fax: 416-364-9634
eMail: bchapman@guardiancapital.com or stiller@guardiancapital.com
Alternative Assets: Real Estate
Assets Under Management: New Fund Launch
Ownership: Wholly-owned by Guardian Capital Group Limited
Managed Since: New Fund Launch

HILLSDALE INVESTMENT MANAGEMENT INC.
Allan Hutton, Vice-president, Institutional Investment Services; 100 Wellington St. W., Ste. 2100, Toronto, ON M5K 1J3
PH: 416-913-3946
Fax: 416-913-3901
eMail: ahutton@hillsdaleinv.com
Web: www.hillsdaleinv.com
Alternative Assets: Canadian Long/Short, Global Long/Short, Enhanced Income
Ownership: Private – Employee-owned
Managed Since: 1996

INTEGRA CAPITAL LIMITED
Tristram Lett, Co-chief Investment Officer, Integra Capital Limited; 200-2020 Winston Park Dr., Oakville, ON L6H 6X7
PH: 905-829-7335
Fax: 905-829-2726
eMail: tlett@integra.com
Web: www.integra.com
Alternative Assets: Hedge Funds, Infrastructure Debt, Infrastructure Equity, Real Estate, Mortgages, Real Assets, Currency, Managed CTAs, Bridge Financing, Real Estate Investment Trusts & Operating Companies
Assets Under Management: $29.4M
Ownership: Employees: 90.5%, Gryphon Investment Counsel: 9.5%
Managed Since: 2011
Relationships: Lyxor Asset Management (Hedge Fund of Fund & Custom Hedge Fund Solutions), Phillips, Hager & North (Infrastructure Debt & Long Mortgages), Stonebridge Financial Corp. (Infrastructure Debt), Nuveen Asset Management (Global Infrastructure & Real Assets), Bentall Kennedy (Direct Real Estate), ACM Advisors (Mortgages), Columbia Management Investment Advisors (Currency), The Cambridge Strategy (Currency), The Bornhoft Group (CTAs), TREZ Capital (Bridge Financing), Presima (Real Estate Investment Trusts and Operating Companies)

INTEGRATED ASSET MANAGEMENT CORP.
David Mather, Executive Vice-president; 70 University Ave., Ste. 1200, Toronto, ON M5J 2M4
PH: 416-933-8274
Fax: 416-360-7446
eMail: dmather@iamgroup.ca
Web: www.iamgroup.ca
Alternative Assets: Private Corporate Debt, Real Estate, Managed Futures, Hedge Funds
Assets Under Management: $1.3B
Ownership: Public Company, majority-owned by Management
Managed Since: 1998
Relationships: Capital Innovations LLC, sub-advisor to BluMont Exemplar Global Infrastructure Fund and BluMont Exemplar Timber Fund

INVESCO CANADA LTD.
Joe Di Massimo, Senior Vice-president, Institutional Investments; 120 Bloor St. E., Toronto, ON M4W 1B7
PH: 416-324-7442
Fax: 416-590-7742
eMail: joe.dimassimo@invesco.com
Web: www.institutional.invesco.com
Alternative Assets: Market Neutral, 130/30, Overlay, Alternative Beta, Private Equity, Distressed Debt, PE Hedge Funds of Funds, Real Estate Securities, Direct Real Estate
Assets Under Management: $429.7M
Ownership: Publicly-owned
Managed Since: 1980

J.P. MORGAN ASSET MANAGEMENT (CANADA)
Mark Doyle, Executive Director, Client Advisor; 200 Bay St., Ste. 1800, Toronto, ON M5J 2J2
PH: 416-981-9109
eMail: mark.x.doyle@jpmorgan.com
Web: www.jpmorgan.com/canada
Alternative Assets: Hedge Funds, Hedge Fund of Funds, Infrastructure (Global, Regional), Private Equity, Private Equity Fund of Funds, Real Estate (US, Global, Regional), Commodities, Global Shipping, REITs
Assets Under Management: $909M
Ownership: Wholly-owned subsidiary of J.P. Morgan Chase & Co.
Managed Since: 1971
Relationships: Hedge Funds – 100% Ownership of Highbridge Capital Management, LLC, which has majority ownership of Gavea Investimentos; Real Estate – 100% Ownership of Junius Real Estate Partners and Security Capital

KENSINGTON CAPITAL PARTNERS LIMITED
Eamonn McConnell, Managing Director; 95 St. Clair Ave. W., Ste. 905, Toronto, ON M4W 2V5
PH: 416-362-9000
Fax: 416-362-0939
eMail: emcconnell@kcpl.ca
Web: www.kcpl.ca
Alternative Assets: Private Equity Funds, Fund of Hedge Funds, Infrastructure Fund: Power Income Fund
Assets Under Management: $400M+
Ownership: 100% Employee-owned
Managed Since: 1997
Relationships: The firm runs FoF programs and therefore engages outside managers.

LASALLE INVESTMENT MANAGEMENT
Zelick Altman, International Director; 199 Bay St., Ste. 4610, Box 407, Toronto, ON M5L 1G3
PH: 416-304-6000
Fax: 416-304-6001
eMail: zelick.altman@lasalle.com
Web: www.lasalle.com
Alternative Assets: Real Estate
Assets Under Management: $2,830M
Ownership: Wholly-owned but operationally independent subsidiary of Jones Lang LaSalle Incorporated
Managed Since: 1980

LAWRENCE PARK CAPITAL PARTNERS LTD.
David Fry, Chief Executive Officer; 2 Berkeley St., Ste. 304, Toronto, ON M5A 4J5
PH: 416-646-2180
Fax: 416-304-9985
eMail: david.fry@lpcapitalpartners.com
Web: www.lpcapitalpartners.com
Alternative Assets: Credit Hedge
Ownership: Majority owned by Partners
Managed Since: 2012

LEGG MASON CANADA INC.
David Gregoire, Managing Director, Head of Distribution; 220 Bay St., 4th Floor, Toronto, ON M5J 2W4
PH: 416-594-2979
Fax: 416-860-0628
eMail: ddgregoire@leggmasoncanada.com
Web: www.leggmasoncanada.com
Alternative Assets: Hedge Funds, Private Equity
Ownership: The firm and The Permal Group are subsidiaries of Legg Mason, Inc.
Managed Since: 1973
Relationships: The Permal Group (Directional, Absolute Return strategies)

LOUISBOURG INVESTMENTS INC.
Luc Gaudet, CEO; 770 Main St., Box 160, 10th Floor, Moncton, NB E1C 8L1
PH: 506-853-5410
Fax: 506-853-5457
eMail: luc.gaudet@louisbourg.net
Web: www.louisbourg.net
Alternative Assets: Hedge Fund of Fund, Canadian Equity Index Enhanced
Assets Under Management: $229M
Ownership: 30% Employee-owned
Managed Since: 1999
Relationships: Focus Investment Group for the Hedge Fund of Fund

MANULIFE ASSET MANAGEMENT
Adam Neal, Senior Managing Director, Canadian Head of Sales & Relationship Management; NT6, 200 Bloor St. E., Toronto, ON M4W 1E5
PH: 416-926-3000
Fax: 416-926-5700
eMail: adam_neal@manulifeam.com
Web: www.manulifeam.com
Alternative Assets: Agriculture, Oil & Gas, Timber, Real Estate, Infrastructure, Structured Products
Assets Under Management: $962M
Ownership: 100% owned by Manulife Financial Corporation
Managed Since: 1985

MONTRUSCO BOLTON INVESTMENTS INC.
Richard Guay, Senior Vice-president; 1501 McGill College Ave., Ste. 1200, Montreal, QC H3A 3M8
PH: 514-842-6464
Fax: 514-282-2550
eMail: guayr@montruscobolton.com
Web: www.montruscobolton.com
Alternative Assets: Hedge Fund
Assets Under Management: $47.8M
Ownership: 100% owned by Montrusco Bolton
Managed Since: 2011

MORGUARD INVESTMENTS LIMITED
Nancy Beavan, New Business Analyst; 55 City Centre Dr., Ste. 800, Mississauga, ON L5B 1M3
PH: 905-281-5814
Fax: 905-281-1800
eMail: nbeavan@morguard.com
Web: www.morguard.com
Alternative Assets: Real Estate
Assets Under Management: $6.9B
Ownership: Private Company owned 100% by Morguard Corporation
Managed Since: 1975

NORTHERN TRUST – ASSET MANAGEMENT
David Lester, Vice-president; 1910-145 King St. W., Toronto, ON M5H 1J8
PH: 416-775-2215
Fax: 416-366-2033
eMail: david.lester@ntrs.com
Web: www.northerntrust.com
Alternative Assets: Real Estate (Closed-end Funds), Private Equity (Fund of Funds & Custom), Hedge Funds (Fund of Funds & Custom)
Ownership: Public
Managed Since: 1982
Relationships: The firm employs independent investment firms to manage alternative assets on behalf of their clients.

NORTHLEAF CAPITAL PARTNERS
Stephen Foote, Director; 79 Wellington St. W., 6th Floor, Box 120, Toronto, ON M5K 1N9
PH: 866-964-4141
Fax: 416-304-0195
eMail: investors@northleafcapital.com
Web: www.northleafcapital.com
Alternative Assets: Global Private Equity (Funds, Secondaries, Direct Co-investments), Private Equity Secondaries (Fund Interests, Structured Transactions, Direct Secondaries), Infrastructure (Direct Investments)
Assets Under Management: $4.6B
Ownership: Independent
Managed Since: 1969

ONE FINANCIAL
Paul McKenna, Vice-president, Institutional Investment; 200 King St. W., Ste. 1600, Toronto, ON M5H 3T4
PH: 416-360-8720
eMail: pmckenna@onefinancial.com
Web: www.onefinancial.com
Alternative Assets: Hedge Funds, Managed Futures, Global Long/Short, Global Macro
Ownership: Private, 100% owned by Management
Managed Since: 2002

PERENNIAL ASSET MANAGEMENT CORP.
Murray Belzberg, President; 255A MacPherson Ave., Ste. 200, Toronto, ON M4V 1A1
PH: 416-966-2552
Fax: 416-966-5005
eMail: mbelzberg@perennialasset.com
Web: www.perennialasset.com
Alternative Assets: Global Macro Strategy, North American Fixed Income Strategy
Ownership: Privately-owned
Managed Since: 2006

PHILLIPS, HAGER & NORTH INVESTMENT MANAGEMENT*
John Skeans, Vice-president; 200 Burrard St., Vancouver, BC V6C 3N5
PH: 604-408-6000
Fax: 604-685-5712
eMail: data@phn.com
Web: www.phn.com
Alternative Assets: Hedge Funds – Multi Strategy, Hedge Funds – Fund of Funds, Infrastructure Debt, Canadian Equity (Long/Short Market Neutral), Convertibles**, Global Macro**, Distressed Debt**, Emerging Market Debt – Absolute Return**
Assets Under Management: $253.5M
Ownership: Operating division of RBC Global Asset Management Inc., an indirect, wholly-owned subsidiary of the Royal Bank of Canada
Managed Since: 2002
Relationships: BlueBay Asset Management LLP is a direct, wholly-owned subsidiary of the Royal Bank of Canada and part of the RBC Asset Management division.
*Part of RBC Global Asset Management
**Managed by BlueBay Alternative Investments

PIMCO CANADA CORP.
Andrew Forsyth, Senior Vice-president; 199 Bay St., Ste. 2050, Commerce Court Station, Toronto, ON M5L 1G2
PH: 416-368-3349
Fax: 416-368-3576
eMail: andrew.forsyth@pimco.com
Web: www.pimco.ca
Alternative Assets: Absolute Return – Absolute Return Strategies, Global Credit Opportunity Strategy, Multi-asset Volatility; Specialty Fixed Income – GLADI (Global Advantage) Strategy, Global Multi Asset Strategy, Diversified Income, Emerging Markets Fixed Income, High Yield Fixed Income, Active Tail Risk Strategies, CommoditiesPLUS, Real Estate, EM Multi-Asset; Equities – Global, EM, Dividend, Long/Short, Dividend and Income
Assets Under Management: $296M
Ownership: Indirect subsidiary of Pacific Investment Management Company LLC (PIMCO), a limited liability company that is a majority-owned subsidiary of Allianz Asset Management, a subsidiary of Allianz SE
Managed Since: 1992

PRESIMA INC.
Andrew Kavouras, Head of Clients & Business Development; 1000 Jean-Paul-Riopelle, Montreal, QC H2Z 2B6
PH: 514-673-1375
Fax: 514-673-1378
eMail: akavouras@presima.com
Web: www.presima.com
Alternative Assets: Global Real Estate Securities – REITs, REOCs
Assets Under Management: $529.1M
Ownership: Wholly-owned subsidiary of nabInvest, the direct asset management arm of National Australia Bank
Managed Since: 1999

PYRAMIS GLOBAL ADVISORS (CANADA)*
Michael Barnett, Executive Vice-president, Institutional Distribution; 483 Bay St., Toronto, ON M5G 2N7
PH: 416-217-7773
Fax: 416-307-5349
eMail: michael.barnett.pyr@pyramis.com
Web: www.pyramis.ca
Alternative Assets: Market Neutral, Global Real Estate, Global Healthcare
Assets Under Management: $30.4M
Ownership: 100% Privately-owned
Managed Since: 1991
*A Fidelity Investments Company

RDA CAPITAL INC.
Louis Fortin, Sales & Client Service; 1000 Sherbrooke St. W., Ste. 1720, Montreal, QC H3A 3G4
PH: 514-316-3649
eMail: lrf@rda.com
Web: www.rda.com
Alternative Assets: Hedge Fund, Absolute Return, Global Macro Fund
Assets Under Management: $21M
Ownership: Limited Partnership
Managed Since: 2011

ROSSEAU ASSET MANAGEMENT LTD.
Jow Lee, CFO; 181 Bay St., Ste. 2920, Toronto, ON M5J 2T3
PH: 416-777-0712
Fax: 416-777-0718
eMail: jwlee@rosseau.com
Web: www.rosseau.com
Alternative Assets: Event-driven / Special Situations
Ownership: Private
Managed Since: 1998

RP INVESTMENT ADVISORS
Ann Glazier Rothwell, Director of Business Development; 148 Yorkville Ave., 2nd Floor, Toronto, ON M5R 1C2
PH: 647-776-0652
eMail: ann.glazier@rpia.ca
Web: www.rpia.ca
Alternative Assets: Fixed Income – Investment Grade Credit
Assets Under Management: $700M Total AUM
Ownership: Employee-owned
Managed Since: 2009

RUSSELL INVESTMENTS CANADA LIMITED
Dexton Blackstock, Director, Head of Institutional Business Development; 100 King St. W., Ste. 5900, Toronto, ON M5X 1E4
PH: 416-640-6202
Fax: 416-362-4494
eMail: dblackstock@russell.com
Web: www.russell.com/ca
Alternative Assets: Infrastructure, Real Estate, Real Assets
Ownership: Principals: 2%, Third Party: 98%
Managed Since: 1971
Relationships: Russell Global Infrastructure Pool – Sub-advisors: Coloniel First State Asset Management Australia (Limited), Nuveen Asset Management LLC; Russell Global Real Estate Pool – Sub-advisors: AEW Capital Management, L.P., RREEF America L.L.C.

SARONA ASSET MANAGEMENT
Gerhard Pries, Managing Partner; 1B-110 Frobisher Dr., Waterloo, ON N2V 2G7
PH: 519-883-7557
Fax: 519-725-9083
eMail: sarona@saronafund.com
Web: www.saronafund.com
Alternative Assets: Emerging Markets and Frontier Markets Private Equity, Emerging Markets and Frontier Markets Private Debt
Ownership: Partners:90%, Financial Investor: 10%
Managed Since: 1993
Relationships: MicroVest Capital Management LLC (co-owned by the same financial investor)

SEI INVESTMENTS
Michael Chwalka, Head of Institutional Sales; 70 York St., Ste. 1600, Toronto, ON M5J 1S9
PH: 416-847-6370
Fax: 416-777-9093
eMail: mchwalka@seic.com
Web: www.seic.com
Alternative Assets: Futures Index Fund
Assets Under Management: $25.1M
Ownership: Public
Managed Since: 1996
Relationships: Mount Lucas Management Corporation

SILVERCOVE FUND MANAGEMENT LTD.
Pace Goldman, Managing Director, Business Development; 2 St. Clair Ave. W., Ste. 610, Toronto, ON M4V 1L5
PH: 416-409-5083
eMail: pace@silvercovecapital.com
Web: www.silvercovecapital.com
Alternative Assets: Long Short Equity, Hard Assets
Ownership: Choice of Limited Partnership or Separately Managed Accounts
Managed Since: 2003

SPROTT ASSET MANAGEMENT LP
Bryan DeLaurier, Senior Vice-president; 200 Bay St., Toronto, ON M5J 2J1
PH: 416-943-8092
Fax: 416-943-6497
eMail: bdelaurier@sprott.com
Web: www.sprott.com
Alternative Assets: Equity, Fixed Income, Commodities, Precious Metals
Ownership: Subsidiary of Sprott Inc.
Managed Since: 2000

STANDARD LIFE INVESTMENTS INC.
Jay Waters, Vice-president, Central Canada; 121 King St. W., Ste. 810, Toronto, ON M5H 3T9
PH: 416-367-2049
eMail: jay.waters@standardlife.ca
Web: www.sli.ca
Alternative Assets: Canadian Real Estate, Mortgages, Private Equity, Global Real Estate, GARS
Assets Under Management: $2.6B
Ownership: Wholly-owned subsidiary of Standard Life Investments Limited, a wholly-owned subsidiary of Standard Life plc.
Managed Since: 1969

STATE STREET GLOBAL ADVISORS, LTD.
Randy Oswald, Vice-president, Business Development; 30 Adelaide St. E., Ste. 500, Toronto, ON M5C 3G6
PH: 647-775-7789
Fax: 416-775-7264
eMail: randy_oswald@ssga.com
Web: www.ssga.ca
Alternative Assets: Absolute Return Strategies, Global Commodity Strategies, Real Estate Securities
Ownership: Division of State Street Bank and Trust Company, a wholly-owned subsidiary of State Street Corporation.
Managed Since: 1986
Relationships: SSARIS Advisors, LLC

STONEBRIDGE FINANCIAL CORPORATION
Louis Belanger, Managing Director, Stonebridge Infrastructure Debt Fund; 20 Adelaide St. E., Ste. 1201, Toronto, ON M5C 2T6
PH: 416-364-3001 x242
Fax: 416-364-1557
eMail: lbelanger@stonebridge.ca
Web: www.stonebridge.ca
Alternative Assets: Private Infrastructure Debt
Assets Under Management: $201.5M
Ownership: Private
Managed Since: 2012

TRIOVEST REALTY ADVISORS INC.
Vince Brown, Senior Vice-president, Portfolio Management; 40 University Ave., Ste. 1200, Toronto, ON M5J 1T1
PH: 416-362-0045
Fax: 416-362-9646
eMail: vbrown@triovest.com
Web: www.triovest.com
Alternative Assets: Real Estate
Assets Under Management: $9.8B
Ownership: Private
Since: 1985

UBS GLOBAL ASSET MANAGEMENT
David Coyle, Executive Director; 161 Bay St., Ste. 4000, Toronto, ON M5J 2S1
PH: 416-681-5200
Fax: 416-681-5100
eMail: david.coyle@ubs.com
Web: www.ubs.com
Alternative Assets: Real Estate – Global Multi-manager & Direct US, European, Asian; Infrastructure – Global Direct; Hedge Funds – Single Manager Multi-strategy & Advisory Fund-of-funds
Assets Under Management: $356M
Ownership: Wholly-owned subsidiary of UBS AG
Managed Since: 1997

VERTEX ONE ASSET MANAGEMENT INC.
David Wallin, Vice-president; 1920 - 1177 West Hastings St., Vancouver, BC V6E 2K3
PH: 604-681-5183
Fax: 604-681-5146
eMail: dave@vertexone.com
Web: www.vertexone.com
Alternative Assets: Multi-strategy: Event Driven Focus – Merger Arbitrage, Capital Structure Arbitrage, Convertible Arbitrage, Distressed/High Yield, Option Strategies, Shorts, Longs, Private Placements, Special Situations
Ownership: Private Corporation
Managed Since: 1998

WELLINGTON MANAGEMENT COMPANY, LLP
Susan M. Pozer, Vice-president; 280 Congress St., Boston, MA 02210
PH: 617-951-5000
Fax: 617-263-4100
eMail mig@wellington.com or smpozer@wellington.com
Web: www.wellington.com
Alternative Assets: Hedge Funds; Real Assets, Inflation Hedges & Exposure to Private Market Themes; Downside Mitigation
Assets Under Management: $402M
Ownership: Private Partnership
Managed Since: 1994

WESTCOURT CAPITAL CORPORATION
William Chyz, Associate; 175 Bloor St. E., Toronto, ON M4W 3R8
PH: 647-426-1783
eMail: wjc@westcourtcapital.com
Web: www.westcourtcapital.com
Alternative Assets: Real Estate, Credit Hedge, Market Neutral Hedge, Long/Short Hedge, Managed Futures, Private Equity, Infrastructure
Assets Under Management: $700M
Ownership: Privately-owned
Managed Since: 2010

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