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Alternative Investment Managers - May 2011Privileged and confidential, not for further distribution for a showcase profile listing. ABERDEEN ASSET MANAGEMENT INC. Renee Arnold, Senior Manager, Institutional Business Development – Canada; 161 Bay St., 44th Floor, Toronto, ON M5J 2S1 PH: 416-572-2020 Fax: 866-290-9322 eMail: renee.arnold@aberdeen-asset.com Web: www.aberdeen-asset.com Alternative Assets: Direct Property - European Balanced Property Fund, European Shopping Property Fund, Property Funds SICAV - FIS Pan-Nordic, Property UK Retail Parks Trust, UK Balanced Property Fund; Indirect Property – Indirect Property Partners Asia III, UK Property Fund of Funds Strategy Ownership:*Credit Suisse Securities – 21%; Mitsubishi UFJ Trust & Banking – 16.4%; Directors, Management, & Staff – 8.3%; MFS Investment Management – 4.7%; Legal & General Investment Management – 3.7%; UBS Global Asset Management – 3.4% Managed Since: Direct Property –1975 Indirect Property –1996 ACM ADVISORS LTD. Audrey Howe, President; 210 - 1140 Homer St., Vancouver, BC V6B 2X6 PH: 604-682-4865 Fax: 604-682-3265 eMail: ahowe@acma.ca Web: www.acma.ca Alternative Assets: Canadian Commercial Mortgage Investments Assets Under Management (as of Dec. 31/10): $897.7M Ownership: Privately-owned Managed Since: 1992 ARROW HEDGE PARTNERS 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@arrowhedge.com Web: www.arrowhedge.com Alternative Assets: Fund of Hedge Funds, Long/Short & Credit Mandates, Customized Portfolio Solutions Ownership: 100% Employee-owned Managed Since: 2000 Relationships: Currently invested in more than 35 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, Global Hedge Funds Assets Under Management (as of Dec. 31/10): $137M – Pension (Real Estate AUM $1.2B) 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; 744 4th Ave. S.W., Ste. 410, Calgary, AB T2P 3T4 PH: 866-792-9291 eMail: info@auspicecapital.com Web: www.auspicecapital.com Alternative Assets: Managed Futures, Commodities Assets Under Management (as of Dec. 31/10): $250M Ownership: Employee-owned Managed Since: 2004 Relationships: Claymore Investments 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, International Micro Cap Long/Short – Directional, Global Micro Cap Long/Short – Directional, Global All Cap Long/Short – Non-directional, Emerging Markets Long/Short – Directional Assets Under Management (as of Dec. 31/10): $117.6M Ownership: Employee-owned Managed Since: 1999 BENTALL KENNEDY Malcolm Leitch, Chief Operating Officer; Ste. 1800 - 1055 Dunsmuir St., Vancouver, BC V7X 1B1 PH: 604-646-2812 Fax: 604-646-2805 eMail: mleitch@bentallkennedy.com Web: www.bentallkennedy.com Alternative Assets: Real Estate Assets Under Management (as of Dec. 31/10): $16.2B Ownership: bcIMC – 1/3, SITQ – 1/3, Senior Management – 1/3 Managed Since: 1982 Relationships: Ownership interest in Kennedy Associates Real Estate Counsel LP, name change to Bentall Kennedy took place in November 2010 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 & Equity Funds), Real Estate Products, Long-only Absolute Return Funds Assets Under Management (as of Dec. 31/10): $3,586M (also manages $604M in Fund of Hedge Funds & over the fiscal year of 2010, Canadian pension funds have contributed approximately $658M in capital commitments to its Opportunistic (active) Funds. Ownership: Independent Managed Since: 1994 Relationships: Fund of Hedge Funds focuses on creating & structuring portfolios of Hedge Funds managed by unaffiliated firms BNP PARIBAS INVESTMENT PARTNERS CANADA LTD. Simon Segall, CEO; 155 Wellington St. W., Ste. 3110, RBC Centre, Box 149, Toronto, ON M5V 3H1 PH: 416-365-3983 Fax: 416-365-3987 eMail: simon.segall@bnpparibas.com Web: www.bnpparibas-ip.com Alternative Assets: Infrastructure, Clean Energy, Private Equity, Funds of Hedge Funds, Single Strategy Hedge Funds, Non-listed Real Estate, Currency Management, Environmental Markets, TAA & Balanced Solutions, Structured Solutions, Convertible Bonds, Sustainable & Responsible Investments, Global Real Estate Securities Assets Under Management (as of Dec. 31/10): $211.4M Ownership: Publicly-owned Managed Since: 1994 Relationships: Antin Infrastructure Partners, BNP Paribas Asset Management, BNP Paribas Private Equity, Fauchier Partners, Overlay Asset Management, Impax Asset Management, Fischer Francis Trees & Watts, BNP Paribas Clean Energy Partners, THEAM BNP Paribas Group, BNP Paribas Real Estate Investment Management BNY MELLON ASSET MANAGEMENT Richard 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: Hedge Funds, Fund of Hedge Funds, Real Estate, Commodities, Currency, Private Equity, Distressed Securities, European Arbitrage Assets Under Management (as of Dec. 31/10): $8,220M Ownership: Public Relationships: The Boston Company Asset Management, EACM Advisors, Hamon Asset Management, Mellon Capital Management Corporation, Pareto Investment Management, Standish Mellon Asset Management, Urdang Capital Management, Ivy Asset Management, BNY Mellon ARX, Siguler Guff BROOKFIELD ASSET MANAGEMENT INC. Eric Bonnor, Senior Vice-president, Private Funds Group; 181 Bay St., Box 762, Toronto, ON M5J 2T3 PH: 416-363-9491 Fax: 416-365-9642 eMail: ebonnor@brookfield.com Web: www.brookfield.com Alternative Assets: Real Estate, Infrastructure, Timberlands, Agrilands, Private Equity Assets Under Management (as of Dec. 31/10): $5.9B Ownership: Publicly-listed Company Managed Since: 2001 BROOKFIELD INVESTMENT MANAGEMENT INC. Angela Vidakovich, Director, Marketing & Client Service; Brookfield Place, Ste. 300, 181 Bay St., Toronto, ON M5J 2T3 PH: 416-956-5229 Fax: 416-365-9642 eMail: angela.vidakovich@brookfield.com Web: www.brookfieldim.com Alternative Assets: Global Real Estate Securities, Global Listed Infrastructure Securities, Structured Products (ABS, RMBS, CMBS), Fixed Income (Core & High Yield) Assets Under Management (as of March 31/11): $90M* Ownership: Wholly-owned subsidiary of Brookfield Asset Management Inc. Managed Since: 2002 CAI CAPITAL MANAGEMENT Adam Jezewski, Director; 200 Bay St., Ste. 2320, Toronto, ON M5J 2J1 PH: 416-306-1883 eMail: ajezewski@caifunds.com Web: www.caifunds.com Alternative Assets: Private Equity Assets Under Management (as of Dec. 31/10): $500M Ownership: Limited Partnerships Managed Since: 1990 Relationships: Limited partners include a variety of institutional (including several major government & corporate pension funds) & high net worth investors. CANADIAN URBAN LIMITED Onita Blankenfeldt, Senior Vice-president, Business Development & Marketing; 10572 105 St., Edmonton, AB T6L 6X7 PH: 780-424-7722 Fax: 780-424-7799 eMail: oblankenfeldt@canadianurban.com Web: www.canadianurban.com Alternative Assets: Real Estate Investment Spectrum – Industrial, Office, Multi-family Residential, Retail; Real Estate Investment Vehicles – Closed-end Real Estate Pools, Direct Placements, Segregated Funds, Syndications Assets Under Management (as of Dec. 31/10): $662.6M Ownership: Limited Partnership Managed Since: 1971 Relationships: NT Global Advisors, Inc. CI INSTITUTIONAL ASSET MANAGEMENT Dustin Hunt, Vice-president; 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 (as of Dec. 31/10): $103M 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 Advisors. Ten sub-advisors are on contract: Altrinsic Global Advisors, Epoch Investment Partners, Legg Mason Capital Management, QV Investors Inc., Picton Mahoney Asset Management (sub-advisor to firm's Synergy Funds), Tetrum Capital Management, Trident Investment Management, Trilogy Global Advisors, Black Creek Investment Management Inc., Greystone Managed Investments Inc.; Nexus Risk Management CIBC GLOBAL ASSET MANAGEMENT INC. Michel Jalbert, Vice-president, Head of Institutional Business Development & Marketing; 1000 de la Gauchetiere W., Ste. 3200, Montreal, QC H3B 4W5 PH: 514-876-6907 Fax: 514-875-9364 eMail: michel.jalbert@cibc.ca Web: www.cibcam.com Alternative Assets: Commodities, Currencies, Global Tactical Asset Allocation (GTAA), Emerging Markets Assets Under Management (as of Dec. 31/10): $11,972.6M Ownership: 100% owned by CIBC Managed Since: 2001 CLAIRVEST Caroline Montminy, Director, Investor Relations & Marketing; 22 St. Clair Ave. E., Ste. 1700, Toronto, ON M4T 2S3 PH: 416-413-6016 eMail: carolinem@clairvest.com Web: www.clairvest.com Alternative Assets: Private Equity Assets Under Management (as of Dec. 31/10): $1B Ownership: Senior Management & Board of Directors. Managed Since: 1987 Relationships: General partner of Wellington Financial CONNOR, CLARK & LUNN FINANCIAL GROUP Bruce Shewfelt, Head of Institutional Sales; 181 University Ave., Ste. 300, Toronto, ON M5H 3M7 PH: 416-869-7827 Fax: 416-363-2089 eMail: bshewfelt@cclgroup.com Web: www.cclgroup.com Alternative Assets: Private Equity, Hedge Funds, Infrastructure Assets Under Management (as of Dec. 31/10): $1,701.8M 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. CORDIANT CAPITAL INC. David 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 (as of Dec. 31/10): $333M Ownership: Corporates & Individuals Managed Since: 1999 DEXIA ASSET MANAGEMENT* Christophe Vandewiele, Head of Dexia Asset Management; 155 Wellington St. W., 6th Floor, Toronto, ON M5V 3L3 PH: 416-974-9055 Fax: 416-955-6226 eMail: christophe.vandewiele@dexia.com Web: www.dexia-am.com Alternative Assets: Alternative Strategies – Opportunistic, Event Driven (includes Index Arbitrage & Risk Arbitrage), Global Macro (includes Futures-trading Fund), Relative Value (includes Long/Short Double Alpha); Alternative Assets; Fund of Hedge Funds Ownership: Dexia Banque Internationale a Luxembourg – 51%, Dexia Bank Belgium – 49% (Both are owned by Dexia Group) Managed Since: 1996 Relationships: Other managers only used in externally-managed Funds of Hedge Funds DIVERSIFIED GLOBAL ASSET MANAGEMENT CORPORATION Sa'ad Shah, Managing Director; TD Centre, Royal Trust 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 (as of Dec. 31/10): $606M Ownership: 97.5% Employee-owned Managed Since: 2004 FENGATE CAPITAL MANAGEMENTLou Serafini Jr., President; 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 (as of Dec. 31/10): More than $800M Ownership: Private Managed Since: 2000 FIERA SCEPTRE David Pennycook, Executive Vice-president, Institutional Markets; 1501 McGill College, Ste. 800, Montreal, QC H3A 3M8 or 1 Queen St. E., Ste. 2020, Toronto, ON M5C 2W5 PH: 514-954-3300 or 416-364-3711 Fax: 514-954-3325 or 416-367-8716 eMail: dpennycook@fierasceptre.ca Web: www.fierasceptre.ca Alternative Assets: North American Market Neutral, Global Macro, Absolute Bond Yield, Long/Short Equity, Infrastructure Assets Under Management (as of Dec. 31/10): $52.1M Ownership: Principals – 47%, Publicly-held – 38%, Third Party – 15% Since: 2006 FRANKLIN TEMPLETON INSTITUTIONAL* Duane Green, Senior Vice-president, Institutional Investment Services; 200 King St. W., Ste. 1400, 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 Man Investments), Emerging Markets Mezzanine & Private Equity (managed by Darby), Global Real Estate (managed by Franklin Templeton Real Estate Advisors), Local Asset Managers (capabilities within the Brazil, Dubai, Korea, India, Malaysia & Japan markets as well as joint ventures in China & Vietnam), Commodities & managed futures (managed by Pelagos Capital Management LLC) Ownership: Operating division of Franklin Templeton Investments Corp., a wholly-owned subsidiary of Franklin Resources, Inc. Managed For: More than 25 years Relationships: Darby, Franklin Templeton Real Estate Advisors, Pelagos Capital Management LLC, Man Investment GE ASSET MANAGEMENT INCORPORATED Keith Smith, President, GE Asset Management Canada; 2300 Meadowvale Blvd., Mississauga, ON L5N 5P9 PH: 905-858-6683 Fax: 905-858-5218 eMail: keith.smith@corporate.ge.com Web: www.geam.com Alternative Assets: International Private Equity, Real Estate Assets Under Management (as of Dec. 31/10): $103.7M Ownership: Subsidiary of GE Asset Management Incorporated, a wholly-owned subsidiary of General Electric Company Managed Since: International Private Equity – 1991, Real Estate – 1953 GOLDMAN SACHS ASSET MANAGEMENT, LP Eric Lane, Co-chief Operating Officer of the Investment Management Division; 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 Assets Under Management (as of Dec. 31/10): $1,646.3M Ownership: Delaware Limited Partnership Managed Since: 1987 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 (as of Dec. 31/10): $6,469.7M Ownership: Private Company – 68% owned by Employees Managed Since: 1988 GUARDIAN CAPITAL LP Joyce Hum, Vice-president, Consultant Relations; 199 Bay St., Commerce Court W., Ste. 3100, Toronto, ON M5L 1E8 PH: 416-947-4098 Fax: 416-364-9634 eMail: jhum@guardiancapital.com Web: www.guardiancapitallp.com Alternative Assets: Canada 130/30, Global 130/30 Assets Under Management (as of Dec. 31/10): Canada 130/30 – $62.8M, Global 130/30 – $1.8M Ownership: Wholly-owned by Guardian Capital Group Limited Managed Since: 2007 HILLSDALE INVESTMENT MANAGEMENT INC. Allan Hutton, Vice-president, Institutional Investment Services; 100 Wellington St. W., 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, Active Extension Strategies Assets Under Management (as of Dec. 31/10): $50.1M Ownership: Employee-owned Managed Since: 1996 HORIZONS EXCHANGE TRADED FUNDS Chris Sheridan, Vice-president, Institutional Sales; 26 Wellington St. E., Toronto, ON M5E 1S2 PH: 416-601-2496 eMail: csheridan@horizonsetfs.com Web: www.horizonsetfs.com Alternative Assets: ETFs with exposure to Commodities (Gold, Natural Gas, Silver, Copper, Crude Oil), Fixed Income, Volatility, Enhanced Equity Indexing Strategies, Call-option Strategies, Spread Strategies, Currencies Assets Under Management (as of Dec. 31/10): $3B Ownership: Corporation since 2006 Relationships: Natcan Investment Management, JovInvestment Management Inc., Barclays Fund Solutions – Americas, Gartman Letter LC, ProShare Advisors LLC, Leon Fraser & Associates Investment, Guardian Capital LP, Hillsdale Investment Management Inc., Patient Capital Management Inc. HSBC GLOBAL ASSET MANAGEMENT (CANADA) LIMITED Francis Chartier, Head of Institutional Investments; Ste. 300 - 2001 McGill College, Montreal, QC H3A 1G1 PH: 514-286-4559 eMail: francis_chartier@hsbc.ca Web: www.assetmanagement.hsbc.com Alternative Assets: Hedge Funds, Fund of Hedge Funds, Macro Strategies, Global Equities (Long/Short & Market Neutral), Regional Equities (Long/Short & Market Neutral), Trend Following, Multi-strategy/Event-driven, High Yield/Distressed Debt, Real Estate, Infrastructure, Commodities Ownership: Wholly-owned by the HSBC Bank Canada, a subsidiary of HSBC Holdings Plc. Managed Since: 1989 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: Real Estate,Private Corporate Debt, Private Equity, Managed Futures, Global Bonds, Hedge Funds Assets Under Management (as of Dec. 31/10): $2,000M Ownership: Public Company, majority-owned by Management Managed Since: 1998 Relationships: Sherpa Asset Management – Sub-advisors to BluMont Core Hedge Fund, Tradewinds Global Investors – Sub-advisor to BluMont Exemplar Global Opportunities Portfolio INVESCO Joe Di Massimo, Senior Vice-president; 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 (as of Dec. 31/10): $375M Ownership: Publicly-owned, Managed Since: 1980 JCCLARK LTD. Sean Wynn, Director of Marketing; 130 Adelaide St. W., Ste. 3400, Toronto, ON M5H 3P5 PH: 416-361-4533 Fax: 416-361-0128 eMail: swynn@jcclark.com Web: www.jcclark.com Alternative Assets: North American Long Short Equity Hedge, Canadian Long Short Equity Hedge, Value Long Short, Specialty Situation Funds Ownership: 100% Insider-owned Managed Since: 2001 (Principal has managed Long Short Limited Partnerships since 1982) J.P. MORGAN ASSET MANAGEMENT Mark Doyle, Executive Director; 200 Bay St., Ste. 1800, Toronto, ON M5J 2J2 PH: 416-981-9109 Fax: 416-981-9196 eMail: mark.x.doyle@jpmorgan.com Web: www.jpmorgan.com/iam Alternative Assets: Hedge Funds, Hedge Fund of funds, Private Equity, Private Equity Fund-of-funds, Real Estate & REITs, Infrastructure & Related Resources, Global Shipping, Currencies, Commodities Assets Under Management (as of Dec. 31/10): $4,710M Ownership: Wholly-owned subsidiary of JPMorgan Chase & Co. Managed Since: 1971 Relationships: Highbridge Capital Management (Hedge Funds), Security Capital (Real Estate). KENSINGTON CAPITAL PARTNERS LIMITED Rick Nathan, Managing Director; 95 St. Clair Ave. W., Ste. 905, Toronto, ON M4V 1N6 PH: 416-362-9000 Fax: 416-362-0939 eMail: info@kcpl.ca Web: www.kcpl.ca Alternative Assets: Private Equity, Infrastructure / Energy Assets Under Management (as of Dec. 31/10): $350M Ownership: Limited Partnership Managed Since: 1996 LANDRY MORIN INC. Richard Morin, COO; 1010 Sherbrooke St. W., Ste. 2105, Montreal, QC H3A 2R7 PH: 514-985-1138 Fax: 514-282-1123 eMail: rmorin@landrymorin.com Web: www.landrymorin.com Alternative Assets: Market Neutral Global Equities Assets Under Management (as of Dec. 31/10): $4M Ownership: Privately-held Managed Since: 2003 LASALLE INVESTMENT MANAGEMENT Zelick Altman, International Director, Canada; 150 King St. W., Ste. 2103, Box 40, Toronto, ON M5H 1J9 PH: 416-304-6034 Fax: 416-304-6001 eMail: zelick.altman@lasalle.com Web: www.lasalle.com Alternative Assets: Real Estate Assets Under Management (as of Dec. 31/10): $2,847M Ownership: Wholly-owned but operationally independent subsidiary of Jones Lang LaSalle Incorporated Managed Since: 1980 LEGG MASON CANADA INC. David Gregoire, Managing Director, Head of Distribution; 220 Bay St., 4th Floor, Toronto, ON M5J 2W4 PH: 416-594-2979 eMail: dgregoire@leggmasoncanada.com Web: www.leggmasoncanada.com Alternative Assets: Hedge Funds, Private Equity Ownership: Subsidiary of Legg Mason, Inc. Managed Since: 1973 Relationships: The Permal Group* (Directional, Absolute Return Strategies) LOUISBOURG INVESTMENTS INC. Luc Gaudet, Chief Executive Officer; 770 Main St., Box 160, 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, Infrastructure Private Debt, Index Enhanced Canadian Equity Assets Under Management (as of Dec. 31/10): $285M Ownership: Assumption Life – 60%, Employees – 25%, Montrusco Bolton Investments Inc. – 15% Managed Since: 2002 Relationships: Focus Investment Group for the Hedge Fund of Fund LYXOR ASSET MANAGEMENT Tristram Lett, Chief Investment Officer, Integra Capital Limited; 200-2020 Winston Park Dr., Oakville, ON L6H 6X7 PH: 905-829-1131 Fax: 905-829-2726 eMail: tlett@integra.com Web: www.integra.com Alternative Assets: Single Manager Managed Accounts, Funds of Hedge Funds, Hedge Fund Tracker Funds Ownership: Societe Generale Bank Managed Since: 1998 MADISON SQUARE INVESTORSSteve Sexeny, Managing Director, Institutional Sales & Client Services; 1180 Avenue of the Americas, 22nd Floor, New York, NY 10036 PH: 212-938-6500 Fax: 212-938-8181 eMail: institutional@msinvestors.com Web: www.msinvestors.com Alternative Assets: US All Cap Equity Market Neutral Ownership: Indirect wholly-owned subsidiary of New York Life Insurance Company & a wholly-owned subsidiary of New York Life Investment Management Holdings LLC Managed Since: 2006 MAN INVESTMENTS CANADA CORPORATION Bernice Miedzinski, Executive Vice-president, Institutional Clients, Canada; 70 York St., Ste. 1202, Toronto, ON M5J 1S9 PH: 416-775-3655 Fax: 416-775-3601 eMail: bmiedzinski@maninvestments.com Web: www.man.com Alternative Assets: Liquid Hedge Fund Strategies (Single Hedge Funds) – Managed Futures, Long/Short Equity & Equity Market Neutral, Global Macro, Emerging Markets, Long/Short Credit, Multi-strategy Hedge Funds, Tail Risk Hedging Strategy, Natural Catastrophe Risk; Customized Hedge Fund Solutions Using Managed Accounts (Hedge Fund of Funds) – Managed Futures, Long/Short Equity, Global Macro, Emerging Markets, Long/Short Credit, Commodities, Diversified Fund of Funds Assets Under Management (as of Dec. 31/10): $30M Ownership: Man Group plc Managed Since: 1983 Relationships: AHL – Trend-following Managed Futures; GLG Partners LP – Liquid Hedge Fund Strategies including Long/Short Equity, Equity Market Neutral, Emerging Markets, Global Macro, Multi-strategy Credit Funds; Man Systematic Strategies – Quantitative Systematic Solutions including Tail Risk Hedging, Long-only Commodities; Multi-Manager Business – Hedge Fund-of-Fund; Nephila – Natural Catastrophe Risk Manager MANULIFE ASSET MANAGEMENT David Scoon, Managing Director, Institutional Sales; NT6, 200 Bloor St. E., Toronto, ON M4W 1E5 PH: 416-852-5646 Fax: 416-926-5700 eMail: david_scoon@manulifeam.com Web: www.manulifeam.com Alternative Assets: Agriculture, Oil & Gas, Timber, Real Estate, Infrastructure, Structured Products Assets Under Management (as of Dec. 31/10): $840.7M Ownership: Manulife Financial Corporation Managed Since: 1985 MORGUARD INVESTMENTS LIMITED Gordon Vollmer, Senior Vice-president, Investments; 55 City Centre Dr., Ste. 800, Mississauga, ON L5B 1M3 PH: 905-281-3800 Fax: 905-281-1800 eMail: gvollmer@morguard.com Web: www.morguard.com Alternative Assets: Real Estate Assets Under Management (as of Dec. 31/10): $10B Ownership: Private Managed Since: 1975 NORTHERN TRUST GLOBAL INVESTMENTS 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: Employs independent investment firms to manage alternative assets on behalf of clients NORTHLEAF CAPITAL PARTNERS Aarti Iyer, Associate, Relations & Business Development; 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: Private Equity Fund of Funds, Infrastructure Advisory & Co-investment Program Assets Under Management (as of Dec. 31/10): $3.7B Ownership: Independent Managed Since: 1969 PANAGORA ASSET MANAGEMENT, INC. Robert Job, Head of Business Development; 470 Atlantic Ave., 8th Floor, Boston, MA 02210 PH: 617-439-6359 Fax: 617-790-2600 eMail: rjob@panagora.com Web: www.panagora.com Alternative Assets: Risk Parity Series, Absolute Return, Equity Long/Short, Global Macro Alpha, Fixed Income Long/Short, Currency Long/Short Assets Under Management (as of Dec. 31/10): $925M Ownership: Power Financial – 66% Nippon Life Insurance – 14% Employee Ownership – 20% Managed Since: 1990 PIMCO CANADA CORP. Andrew Forsyth, Vice-president; 120 Adelaide St. W., Ste. 1901, Toronto, ON M5H 1T1 PH: 416-368-3349 Fax: 416-368-3576 eMail: andrew.forsyth@pimco.com Web: www.pimco.ca Alternative Assets: Commodities, Real Estate, Absolute Return Strategies, Global Credit Opportunity Strategy, Emerging Markets Fixed Income, High Yield Fixed Income, Diversified Income, GLADI (Global Advantage) Strategy, Tail Risk Strategies, Global Multi Asset Strategy Assets Under Management (as of Dec. 31/10): $692M Ownership: Indirect subsidiary of Pacific Investment Management Company LLC (PIMCO), a limited liability company that is a majority-owned subsidiary of Allianz Global Investors of America LP (AGI) Managed Since: 1992 PRESIMA INC. Andrew J. Kavouras, Head of Clients & Business Development; 1000 Place Jean-Paul-Riopelle, e-400, Montreal, QC H2Z 2B6 PH: 514-673-1327 eMail: ajkavouras@presima.com Web: www.presima.com Alternative Assets: Real Estate Securities (REITs & REOCs) Assets Under Management (as of Dec. 31/10): $553M Ownership: Wholly-owned bank subsidiary Managed Since: 1998 PYRAMIS GLOBAL ADVISORS (CANADA)* Kevin Barber, Senior Vice-president, Business Manager, Institutional Sales & Service; 483 Bay St., Toronto, ON M5G 2N7 PH: 416-307-5391 Fax: 416-307-5349 eMail: kevin.barber@pyramis.com Web: www.pyramis.ca Alternative Assets: Global Market Neutral, Global Real Estate Assets Under Management (as of Dec. 31/10): $32.3M Ownership: Privately-owned Managed Since: 1991 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 RUSSELL INVESTMENTS CANADA LIMITED Brian Goguen, Associate Director, Institutional Investment Services; 100 King St. W., Ste. 5900, Toronto, ON M5X 1E4 PH: 416-640-6898 Fax: 416-362-4494 eMail: bgoguen@russell.com Web: www.russell.com/ca Alternative Assets: Private Equity, Hedge Funds, Commodities, Listed Infrastructure Assets Under Management (as of Dec. 31/10): $170.3M Managed Since: 1986 SARONA ASSET MANAGEMENT INC. Gerhard Pries, President; 110 – 1B Frobisher Dr., Waterloo, ON N2V 2G7 PH: 519-883-7557 eMail: gpries@saronafund.com Web: www.saronafund.com Alternative Assets: Emerging Market Private Equity, Fund of Funds Ownership: Private Managed Since: 1953 Relationships: MicroVest Capital Management LLC (subsidiary of Sarona) SEI INVESTMENTS Michael Chwalka, Director, 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 (as of Dec. 31/10): $23M Ownership: Public Managed Since: 1996 Relationships: Mount Lucas Management Corporation SIGMA ALPHA CAPITAL INC. Jean-Sebastien Garant, Vice-president, Portfolio Manager; 1002 Sherbrooke W., Ste. 2060, Montreal, QC H3A 3L6 PH: 514-393-1234 x229 eMail: js.garant@sigma-alpha.com Web: www.sigma-alpha.com Alternative Assets: Absolute Return, Global Macro Assets Under Management (as of Dec. 31/10): $20M Ownership: Portfolio managers Managed Since: 2003 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 (as of Dec. 31/10): $1.5M 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; 161 Bay St., TD Canada Trust Tower, Ste. 4530, Toronto, ON M5J 2S1 PH: 647-775-7789 Fax: 416-775-6464 eMail: randy_oswald@ssga.com Web: www.ssga.ca Alternative Assets: US Long/Short Market Neutral Strategy, Canadian Equity Market Neutral Strategy, Market Neutral European Strategy, Market Neutral Japanese Strategy, Market Neutral Global Strategy, Hedge Funds of Funds (SSARIS) Assets Under Management (as of Dec. 31/10): approximately $19M Ownership: Division of State Street Bank & Trust Company, a wholly-owned subsidiary of State Street Corporation. Managed Since: 1986 Relationships: SSARIS Advisors, LLC (Absolute Return Strategies), The Tuckerman Group (Capital Management & Asset Management Services) Managed Since: 1996 STONEBRIDGE FINANCIAL CORPORATION Louis Bélanger, Assistant Vice-president, Structured & Project Financing; 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: Infrastructure Debt, Private Debt, Private Securitization Assets Under Management (as of Dec. 31/10): $39.5M Ownership: Equally owned by the Founding Partners Managed Since: 1998 TD ASSET MANAGEMENT INC. Robin Lacey, Vice-chair; 161 Bay St., 34th Floor, Toronto, ON M5J 2T2 PH: 416-982-6585 Fax: 416-944-6158 eMail: robin.lacey@tdam.com Web: www.tdaminstitutional.com Alternative Assets: Market Neutral – Canadian Equity Market Neutral Fund, US Equity Market Neutral Fund, North American Equity Pairs Fund, Multi-strategy Absolute Return Fund; Active Extension – 130/30 Enhanced Canadian Equity Pooled Fund Trust, 130/30 Enhanced US Equity Pooled Fund Trust, 130/30 Fundamental Canadian Equity Pooled Fund Trust; Portable Alpha – Multi-strategy Canadian Bond Fund, Multi-strategy Long Bond Fund, Multi-strategy US Equity Fund, Multi-strategy Real Return Bond Fund, Assets Under Management (as of Dec. 31/10): $148.2M Ownership: Wholly-owned subsidiary of the Toronto Dominion Bank Managed Since: 2003 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: Infrastructure – Global Direct; Real Estate – Global Fund of Funds, US & European Direct & Global Listed; Hedge Funds – Single Manager, Multi-strategy & Single Strategy, Multi-manager Fund of Funds Assets Under Management (as of Dec. 31/10): $200M Ownership: Wholly-owned subsidiary 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 Assets Under Management (as of Dec. 31/10): $50M 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 Ownership: Private Partnership Managed Since: 1994 |
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