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Alternative Investment Managers May 2007Privileged and confidential, not for further distribution
ACM ADVISORS LTD. Michael Taylor, President; 1140 Homer St., Ste. 210, Vancouver, BC V6B 2X6 PH: 604-661-0652 Fax: 604-682-3265 Website: acma.ca Alternative Asset Strategies/Products: Open-ended, Pooled Capital Commercial Mortgage Funds; Open-ended, Pooled Capital Debenture Fund; Commercial Mortgage Fund*. Alternative Assets Managed (As of Dec. 12/06): $820.6M 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 Website: www.arrowhedge.com Alternative Asset Strategies/Products: Multi-strategy Fund of Funds, Enhanced Income Fund of Funds, Global Long/Short Fund of Funds Alternative Assets Managed (As of Dec. 12/06): $5M
AURION CAPITAL MANAGEMENT INC. James Clark, Vice-president, Business Development; 120 Adelaide St. W., Toronto, ON M5J 1T1 PH: 416-866-2445 Fax: 416-363-6206 Website: www.aurion.ca Alternative Asset Strategies/Products: Global Macro Alternative Assets Managed (As of Dec. 12/06): $0.4M* BARCLAYS GLOBAL INVESTORS CANADA LIMITED William (Bill) Chinery, Head of Client Relationships; BCE Place, 161 Bay St., Ste. 2500, Box 614, Toronto, ON M5J 2S1 PH: 416-643-4000 Fax: 416-643-4049 Website: www.barclaysglobal.com Alternative Asset Strategies/Products: Equity Market Neutral (Asia, Japan, Europe, US, Canada, Global), Long/Short Fixed Income, Infrastructure, Commodities, Currencies Alternative Assets Managed (As of Dec. 12/06): $5.3B BARING ASSET MANAGEMENT, INC. Randall O’Leary, Managing Director - Canada; 150 King St. W., Ste. 1703, Toronto, ON M5H 1J9 PH: 416-599-1835 Fax: 416-599-0373 Website: www.barings.com BLACKROCK Coby McDonald, Vice-president; 40 East 52nd St., New York, NY 10022 PH: 212-810-3880 Fax: 212-810-8794 Website: www.blackrock.com Alternative Asset Strategies/Products: Private Equity & Debt, Real Estate Equity, Real Estate Debt, Hedge Fund of Funds, Single-strategy Hedge Funds, Absolute Return, CDOs/Structured Product, Commodities, Multi-asset Class Strategies Alternative Assets Managed (As of Dec. 12/06): $56B CANADIAN URBAN LIMITED Onita Blankenfeldt, Vice-president, Marketing & Client Relations; 10572 105 St., Edmonton, AB T5H 2W7 PH: 780-424-7722 Fax: 780-424-7799 Website: www.canadianurban.com Alternative Asset Strategies/Products: Real Estate - Commercial, Industrial, Mixed-use, Multi-family Residential, Office, Retail Alternative Assets Managed (As of Dec. 12/06): $834.1M Relationships with Other Managers: NT Global Advisors, Inc. CAPITAL GUARDIAN TRUST COMPANY Michelle Savoy, Senior Vice-president; BCE Place, 181 Bay St., Ste. 3730, Toronto, ON M5J 2T3 PH: 416-369-0660 Fax: 416-815-2070 Website: www.capgroup.com Alternative Asset Strategies/Products: International Private Equity, Emerging Markets Total Opportunity, Absolute Income Grower Alternative Assets Managed (As of Dec. 12/06): $7.9M CIBC ASSET MANAGEMENT Richard Nino, Vice-president - Business Development; 130 King St. W., Ste. 2200, Toronto, ON M5X 1B1 PH: 416-364-5620 Fax: 416-364-4472 Website: www.cibcam.com Alternative Asset Strategies/Products: Commodities, Currencies Alternative Assets Managed (As of Dec. 12/06): $4,145M CIDEL FINANCIAL GROUP Haly Peper, Managing Director, Alternative Investments; 1067 Yonge St., Toronto, ON M4W 2L2 PH: 416-928-4321 Fax: 416-925-8192 Website: www.pioneeraltinvest.com Alternative Asset Strategies/Products: Low Volatility Fund of Hedge Funds, Long/Short Fund of Hedge Funds Relationships with Other Managers: Pioneer Alternative Investments CLAYMORE INVESTMENTS, INC. Jeff Logan, Vice-president; 170 University Ave., Ste. 901, Toronto, ON M5R 3C7 PH: 416-813-2000 Fax: 416-813-2020 Website: www.claymoreinvestments.ca Alternative Asset Strategies/Products: Long/Short, Alpha Overlay, Real Estate, Private Equity Alternative Assets Managed (As of Dec. 12/06): $1B Relationships with Other Managers: External investment managers sub-advise funds CO-OPERATORS INVESTMENT COUNSELLING LIMITED Judith Lowes, Vice-president, Investment Services; 130 Macdonell St., Guelph, ON N1H 6P8 PH: 519-767-3901 Fax: 519-824-7040 Website: www.co-operatorsinvestment.ca Alternative Asset Strategies/Products: Mortgages Alternative Assets Managed (As of Dec. 12/06): Pension Funds: $49.1M 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 Website: www.cclgroup.com Alternative Asset Strategies/Products: Global Absolute Return Strategies (Fund of Hedge Funds); Private Equity; High Income Products; Canadian & US Market Neutral Strategies: Quantitative Canadian & US Market Neutral, Fundamental Small Cap Market Neutral, Equity Market Neutral Multi-strategy Portfolio; Canadian & North American Long/Short Strategies (120/20, 130/30), Portable Alpha Strategies Alternative Assets Managed (As of Dec. 12/06): $735.3M Relationships with Other Managers: Global Alpha Capital Management Ltd., Banyan Capital Partners Ltd., Connor, Clark & Lunn Investment Management Ltd. CORDIANT CAPITAL David Creighton, President & CEO; 1010 Sherbrooke St. W., Ste. 2400, Montreal, QC H3A 2R7 PH: 514-286-1142 Fax: 514-286-4203 Website: www.cordiantcap.com Alternative Asset Strategies/Products: Emerging Market Private Debt, Emerging Market Private Equity Alternative Assets Managed (As of Dec. 12/06): $689M DIVERSIFIED GLOBAL ASSET MANAGEMENT Graham Thouret, President; 200 Bay St., Ste. 3201, Box 165, Toronto, ON M5J 2J4 PH: 416-644-7590 Fax: 416-644-7586 Website: www.dgam.com Alternative Asset Strategies/Products: Fund of Hedge Funds, Hedge Funds Alternative Assets Managed (As of Dec. 12/06): $176M FIDELITY INVESTMENTS CANADA LTD. Michael Barnett, Executive Vice-president, Institutional Retirement Services; 250 Yonge St., Ste. 700, Toronto, ON M5B 2L7 PH: 416-217-7584 Fax: 416-307-5511 Website: www.fidelity.ca/retirementsolutions Alternative Asset Strategies/Products: Select Market Neutral (US Equity), Global Real Estate (REITs), Emerging Market Debt Alternative Assets Managed (As of Dec. 12/06): $1M FIERA YMG CAPITAL INC. Sam Reda, Vice-chairman; 1501 McGill College Ave., Ste. 900, Montreal, QC H3A 3M8 PH: 514-954-3300 Fax: 514-954-3325 Website: www.fieraymg.com Alternative Asset Strategies/Products: North American Market Neutral (Long/Short, Pooled & Segregated), Alpha Beta Pooled Fund FRANKLIN TEMPLETON INSTITUTIONAL Harry Marmer, Senior Vice-president, Institutional Investment Services; David Fisk, Vice-president, Business Development, Ontario; Donald Couture, Vice-president, Business Development, Quebec & Atlantic; Mark Bandola, Vice-president, Business Development, Prairies; Bill Bradley, Vice-president, Institutional Investment Specialist; 200 King St. W., Ste. 1500, Toronto, ON M5H 3T4 PH: Toronto: 416-957-6000 Calgary: 403-266-4664 Montreal: 514-281-0205 Fax: Toronto: 416-364-6643 Calgary: 403-263-6578 Montreal: 514-281-6215 Website: www.franklintempletoninstitutional.ca Alternative Asset Strategies/Products: Hedge Funds, Emerging Markets Mezzanine & Private Equity, Global Real Estate, Global Long/Short Equity, Absolute Return Strategy GE ASSET MANAGEMENT Keith Smith, President, GE Asset Management Canada; 2300 Meadowvale Blvd., Mississauga, ON L5N 5P9 PH: 905-858-6683 Fax: 905-858-5218 Website: www.geam.com Alternative Asset Strategies/Products: International Private Equity, Real Estate Alternative Assets Managed (As of Dec. 12/06): $43.8M GOODMAN PRIVATE WEALTH MANAGEMENT John E. Panneton, President; 1 Adelaide St. E., Toronto, ON M5C 2V9 PH: 416-365-6484 Fax: 416-365-5000 eMail: jpanneton@goodmanprivatewealth.com Website: www.goodmanprivatewealth.com Alternative Asset Strategies/Products: Hedge Funds, Flow Throughs Alternative Assets Managed (As of Dec. 12/06): $219M GREYSTONE MANAGED INVESTMENTS INC. Mark Schoenhals, Chief Marketing Officer; 1230 Blackfoot Dr., Ste. 300, Regina, SK S4S 7G4 PH: 306-779-6400 Fax: 306-584-0552 eMail: mark.schoenhals@greystone.ca Website: www.greystone.ca Alternative Asset Strategies/Products: Canadian Real Estate, Canadian Mortgages Alternative Assets Managed (As of Dec. 12/06): $2,787.3M GUARDIAN CAPITAL LP Nadi Naderi, Vice-president, Investment Services; 199 Bay St., Commerce Court W., Ste. 3100, Toronto, ON M5L 1E8 PH: 416-947-4039 Fax: 416-364-9634 eMail: nnaderi@guardiancapital.com Website: www.guardiancapitallp.com Alternative Asset Strategies/Products: 130/30 Alpha Extension Strategy GUGGENHEIM ADVISORS Padraig Connolly, Vice-president; One Dundas St. W., Ste. 2500, Toronto, ON M5G 1Z3 PH: 416-777-0004 Fax: 416-777-0034 eMail: padraig.connolly@biam.boi.ie Website: www.biam.ie Alternative Asset Strategies/Products: Fund of Hedge Funds: Institutional Multi-strategies & Multi-managers through Managed Account Funds (Capital Structure Arbitrage, Convertible Arbitrage, Distressed Securities, Equity Index, Equity Market Neutral, Fixed Income, Market-driven, Merger Arbitrage, Global Macro, Long/Short Equity, Long/Short Sector, Relative Value Arbitrage) Alternative Assets Managed (As of Dec. 12/06): $3B* Relationships with Other Managers: All hedge fund management outsourced to external managers GWL INVESTMENT MANAGEMENT LTD. Patrick J. Clarke, Vice-president, Investment Counselling; 100 Osborne St. N., Winnipeg, MB R3C 3A5 PH: 204-946-8701 Fax: 204-946-8818 eMail: sara.mosher@gwlim.ca Website: www.gwlim.ca Alternative Asset Strategies/Products: Canadian Real Estate Investment Fund, Mortgage Investment Fund Alternative Assets Managed (As of Dec. 12/06): $2,561.3M HILLSDALE INVESTMENT MANAGEMENT John Motherwell, Vice-president, Institutional Sales; 100 Wellington St. W., Ste. 2100, Toronto, ON M5K 1J3 PH: 416-913-3923 Fax: 416-913-3901 eMail: jmotherwell@hillsdaleinv.com Website: www.hillsdaleinv.com Alternative Asset Strategies/Products: Canadian Long/Short, Canadian Market Neutral, US Long/Short Alternative Assets Managed (As of Dec. 12/06): $40M HSBC INVESTMENTS (CANADA) LIMITED Sharee Ryan, Vice-president, Institutions; 70 York St., Ste. 600, Toronto, ON M5J 1S9 PH: 416-868-8517 Fax: 416-361-6345 eMail: sharee_ryan@hsbc.ca Website: www.hsbc.ca Alternative Asset Strategies/Products: Funds of Hedge Funds including Multi-manager Investment Funds, Separate Accounts, Structured Products Relationships with Other Managers: HSBC Alternative Investments Limited INTEGRA CAPITAL Stephen Johnson, Partner; 2020 Winston Park Dr., Ste. 200, Oakville, ON L6H 6X7 PH: 905-829-1131 Fax: 905-829-2726 eMail: info@integra.com Website: www.integra.com Alternative Asset Strategies/Products: US Long/Short Strategies (120/20), Global Market Neutral Strategies, Japanese Equity Long Short Market Neutral, Multiple Alpha Portfolios (Alpha Porting), Global Bond Relative Value, Global Tactical Asset Allocation, Currency, Risk Parity Portfolios Alternative Assets Managed (As of Dec. 12/06): $95.2M Relationships with Other Managers: Analytic Investors, Putnam, PanAgora 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 Website: www.iamgroup.ca Alternative Asset Strategies/Products: Private Equity, Private Debt, Real Estate, Managed Futures, Hedge Funds Alternative Assets Managed (As of Dec. 12/06): $1.8B JCCLARK LTD. Sean Wynn, Director of Marketing; 130 Adelaide St. W., Ste. 3400, Toronto, ON M5H 3P5 PH: 416-361-6144 Fax: 416-361-0128 eMail: swynn@jcclark.com Website: www.jcclark.com Alternative Asset Strategies/Products: Long/Short Equity JPMORGAN ASSET MANAGEMENT Mark A. Doyle, Vice-president; 200 Bay St., 18th Floor, Toronto, ON M5J 2J2 PH: 416-981-9109 Fax: 416-981-9196 eMail: mark.x.doyle@jpmchase.com Website: www.jpmorgan.com/assetmanagement Alternative Asset Strategies/Products: Real Estate, Private Equity, Hedge Funds, Active & Passive Currency Overlay Alternative Assets Managed (As of Dec. 12/06): $3,261.2M Relationships with Other Managers: Highbridge Capital Management, LLC KBSH CAPITAL MANAGEMENT INC. Craig Auwaerter, Vice-president, Head of Institutional Marketing; One Toronto Street, Suite 700, Toronto, ON M5C 2V6 PH: 416-815-4320 Fax: 416-868-1770 eMail: cauwaerter@kbsh.ca Website: www.kbsh.ca Alternative Asset Strategies/Products: Enhanced Income Fund (Absolute Rate of Return product) KEEL CAPITAL MANAGEMENT INC. Karen Henderson, Vice-president, Client Development; 200 Waterfront Dr., Ste. 200, Halifax, NS B4A 4J4 PH: 902-444-8086 Fax: 902-444-8088 eMail: karen.henderson@keelcapital.ca Website: www.keelcapital.ca Alternative Asset Strategies/Products: Fund of Hedge Funds (Multi-strategy Bond Alternative, Absolute Return Fund; Absolute Return Master Trust, a Multi-strategy, Market-neutral, Absolute Return Fund) Alternative Assets Managed (As of Dec. 12/06): $1,200M Relationships with Other Managers: Contracts with more than 70 Hedge Fund managers who manage the fund of funds LASALLE INVESTMENT MANAGEMENT, INC. Zelick Altman, Managing Director; 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 Website: www.lasalle.com Alternative Asset Strategies/Products: Real Estate Only Alternative Assets Managed (As of Dec. 12/06): $1,289.6M LEGG MASON CANADA INC. Lori MacKay, Vice-president, Institutional Client Service & Marketing; 320 Bay St., Ste. 1400, Toronto, ON M5H 4A6 PH: 800-565-6781 Fax: 416-860-0628 eMail: lmackay@leggmasoncanada.com Website: www.leggmasoncanada.com Alternative Asset Strategies/Products: Diversified Long Duration Portable Alpha Fund, Diversified Short Duration Portable Alpha Fund, Absolute Return Master Trust Alternative Assets Managed (As of Dec. 12/06): $867M Relationships with Other Managers: Keel Capital Management Inc. MARTIN CURRIE INC. Dave Rochman; 1350 Avenue of the Americas, Ste. 3010, New York, NY 10019 PH: 212-258-1900 Fax: 212-258-1919 eMail: cipm@martincurrie.com Website: www.martincurrie.com Alternative Asset Strategies/Products: Hedge Funds MELLON ASSET MANAGEMENT Richard J. Terres, Senior Vice-president & Director of Marketing; 320 Bay St., Toronto, ON M5H 4A6 PH: 416-643-6354 Fax: 416-643-5417 eMail: terres.rj@mellon.com Website: www.mellonam.com Alternative Asset Strategies/Products: US & Global Tactical Asset Allocation, Currency/Hedging, Market Neutral & Long/Short, Multi-strategy, Fund of Funds, US & European Arbitrage, Distressed Securities Alternative Assets Managed (As of Dec. 12/06): $9,577M Relationships with Other Managers: The Boston Company Asset Management, EACM Advisors, Franklin Portfolio Associates, Hamon Asset Management, Mellon Capital Management Corporation, Mellon Equity Associates, Mellon Global Alternative Investments, Newton Capital Management, Pareto Investment Management, Standish Mellon Asset Management, WestLB Mellon Asset Management MFC GLOBAL INVESTMENT MANAGEMENT Stuart Graham, Vice-president & Managing Director; 200 Bloor St. E., Toronto, ON M4W 1E5 PH: 416-852-3013 Fax: 416-926-5700 eMail: stuart_graham@mfcglobal.com Website: www.mfcglobal.com Alternative Asset Strategies/Products: Timber, Agriculture, Mortgages, Oil & Gas, CBO & CMBS, Private Equity, Real Estate Alternative Assets Managed (As of Dec. 12/06): $754.6M MIRABAUD CANADA INC. Yves Erard, Managing Director, Mirabaud Gestion Inc.; 1501 McGill College Ave., Ste. 2220, Montreal, QC H3A 3M8 PH: 514-393-1690 Fax: 514-875-8942 eMail: tcicciu@mirabaud.ca Website: www.mirabaud.ca Alternative Asset Strategies/Products: Fund of Funds, Global Macro, Long/Short Equity, Emerging Market, Global Fixed Income, Equity Market Neutral MORGUARD INVESTMENTS LIMITED Stephen Taylor, President & COO; 55 City Centre Dr., Ste. 800, Mississauga, ON L5B 1M3 PH: 905-281-3800 Fax: 905-281-1800 eMail: staylor@morguard.com Website: www.morguard.com Alternative Asset Strategies/Products: Real Estate Investment Alternative Assets Managed (As of Dec. 12/06): $6.6B NATCAN INVESTMENT MANAGEMENT Michael Quigley, Senior Vice-president, Distribution; 1100 University, Ste. 400, Montreal, QC H3B 2G7 PH: 514-871-7671 Fax: 514-871-7531 eMail: mquigley@natcan.com Website: www.natcan.com Alternative Asset Strategies/Products: Global Equities, Canadian Large Cap Equities, Investment Grades, Small Cap Equities NORTHWATER CAPITAL MANAGEMENT INC. Stephen M. Foote, President; 181 Bay St., Ste. 4700, Toronto, ON M5J 2T3 PH: 416-360-5203 Fax: 416-360-0671 eMail: sfoote@northwatercapital.com Website: www.northwatercapital.com Alternative Asset Strategies/Products: Hedge Funds Alternative Assets Managed (As of Dec. 12/06): $3.2B NT GLOBAL ADVISORS, INC. Wasyl (Waz) Saluchok, Vice-president, Institutional Business Development; 145 King St. W., Ste. 1910, Toronto, ON M5H 1J8 PH: 416-775-2215 Fax: 416-366-2033 eMail: ws27@ntrs.com Website: northerntrust.com Alternative Asset Strategies/Products: Hedge Funds, Private Equity, Real Estate Alternative Assets Managed (As of Dec. 12/06): $513.1M PANAGORA ASSET MANAGEMENT, INC. Bruce MacDonald, Principal; 2020 Winston Park Dr., Ste. 200, Oakville, ON L6H 6X7 PH: 905-829-1131 Fax: 905-829-2726 eMail: bmacdonald@integra.com Website: www.panagora.com Alternative Asset Strategies/Products: GTAA Portable Alpha, Multi-Alpha LLC, US Equity Market Neutral (Long/Short), Risk Parity Total Return (GAA) PENEQUITY MANAGEMENT CORPORATION David V. Johnston, President & CEO; 370 King St. W., Ste. 400, Box 25, Toronto, ON M5V 1J9 PH: 416-408-3080 Fax: 416-408-1688 eMail: djohnston@penequity.com Website: www.penequity.com Alternative Asset Strategies/Products: Real Estate Asset Management Alternative Assets Managed (As of Dec. 12/06): $302M PIMCO CANADA CORP. Andrew Forsyth, Vice-president; 120 Adelaide St. W., Ste. 2005, Toronto, ON M5H 1T1 PH: 416-368-3349 Fax: 416-368-3576 eMail: andrew.forsyth@pimco.com Alternative Asset Strategies/Products: Tactical Asset Allocation, Commodities, Real Estate, Absolute Return Strategies, Emerging Markets Fixed Income, High Yield Fixed Income, Global Credit Fixed Income Relationships with Other Managers: Research Affiliates, LLC PUTNAM INVESTMENTS Stephen Johnson, Managing Partner; 2020 Winston Park Dr., Ste. 200, Oakville, ON L6H 6X7 PH: 905-829-1131 Fax: 905-829-0726 eMail: sjohnson@integra.com Website: www.putnam.com Alternative Asset Strategies/Products: Fixed Income - Structured Opportunities, Emerging Markets Debt Alpha, Absolute Return Credit, Opportunistic Mortgage-backed Securities, LIBOR Plus; Currency - Active Currency Management; Global Asset Allocation - Total Return, Multi-strategy Alpha Port (MAPs), Long Government Bond Plus MAPs Alternative Assets Managed (As of Dec. 12/06): $211M ROSSEAU ASSET MANAGEMENT LTD. Bryan DeLaurier, Vice-president, Business Development; 181 Bay St., Ste. 2920, Box 736, Toronto, ON M5J 2T3 PH: 416-777-0794 Fax: 416-777-0718 eMail: bdelaurier@rosseau-asset.com Website: www.rosseau-asset.com Alternative Asset Strategies/Products: Event-driven/Special Situations RUSSELL INVESTMENTS CANADA LIMITED Sorina Givelichian, National Director, Institutional Solutions; 1 First Canadian Place, 100 King St. W., Ste. 5900, Toronto, ON M5X 1E4 PH: 416-644-6248 Fax: 416-362-4494 eMail: sgivelichian@russell.com Website: www.russell.com/ca Alternative Asset Strategies/Products: Hedge Fund, Private Equity Alternative Assets Managed (As of Dec. 12/06): $855.9M SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA LIMITED Rob Brady, Head of Alternative Business Development; 875 Third Ave., 22nd Floor, New York, NY 10022 PH: 212-641-3600 Fax: 212-641-3802 eMail: robert.brady@us.schroders.com Website: www.schroders.com Alternative Asset Strategies/Products: Commodities, Emerging Markets Debt, Global Emerging Markets Debt, Fund of Hedge Funds - New Finance Capital, Private Equity, Property, Single Strategy Hedge Funds Relationships with Other Managers: NewFinance Capital, Credit Renaissance Partners, Schroders Venture Partners SCIVEST ALTERNATIVE STRATEGIES INC. Lily Van, President; 120 Adelaide St. W., Ste. 2400, Box 23, Toronto, ON M5H 1T1 PH: 416-304-6800 Fax: 416-304-6832 eMail: questions@scivest.com Website: www.scivest.com Alternative Asset Strategies/Products: Hedge Funds - Market Neutral Equity, Short/Biased Equity, Long/Short Equity, Portable Alpha SEI Terri Li Cameron, Marketing Manager; 70 York St., Ste. 1600, Toronto, ON M5J 1S9 PH: 416-847-6371 Fax: 416-777-9093 eMail: tlicameron@seic.com Website: www.seic.com Alternative Asset Strategies/Products: Futures Index Fund, Enhanced Global Bond Fund Alternative Assets Managed (As of Dec. 12/06): $54M Relationships with Other Managers: Mount Lucas Management Corporation; Strategic Fixed Income, L.L.C. STANDARD LIFE INVESTMENTS Danielle Morin, Senior Vice-president, Distribution & Client Services; 1001 de Maisonneuve Blvd. W., Ste. 700, Montreal, QC H8N 3E9 PH: 514-499-2408 Fax: 514-499-4340 eMail: danielle.morin@standardlife.ca Website: www.sli.ca Alternative Asset Strategies/Products: Real Estate (Pooled Real Estate Fund), Mortgages (Pooled Mortgage Fund) STATE STREET GLOBAL ADVISORS LTD. Robert Weston, Managing Director, Marketing & Client Relations; 100 King St. W., Ste. 6910, Toronto, ON M5X 1A9 PH: 416-956-2465 Fax: 416-956-2464 eMail: robert_weston@ssga.com Website: www.ssga.com Alternative Asset Strategies/Products: US Long/Short Market Neutral; Hedge Funds of Funds; Market Neutral European Strategy, Market Neutral Japanese Strategy; Market Neutral Global Strategy; Limited Duration Alpha Fund, Ltd.; Absolute Return Mortgage Fund; Absolute Return Global Rates Fund; Multi-alpha Fund; UK Equity Market Neutral Fund; Canada Equity Market Neutral Fund; Capital Structure Arbitrage Fund; Emerging Equity Market Neutral Fund; Global Macro Fund; Absolute Return Credit Fund Alternative Assets Managed (As of Dec. 12/06): $43.8M Relationships with Other Managers: SSARIS Advisors, LLC TD ASSET MANAGEMENT INC. Robin Lacey, Managing Director; 161 Bay St., 34th Floor, Toronto, ON M5J 2T2 PH: 416-982-6585 Fax: 416-944-6158 eMail: robin.lacey@tdam.com Website: www.tdassetmanagement.com Alternative Asset Strategies/Products: Canadian Equity Market Neutral Fund, US Equity Market Neutral Fund, North American Equity Pairs Fund Alternative Assets Managed (As of Dec. 12/06): $34M TREMONT CAPITAL MANAGEMENT, CORP. Mark Sack, Vice-president; 141 Adelaide St. W., Ste. 1661, Toronto, ON M5H 3L5 PH: 416-360-3421 Fax: 416-360-3399 eMail: msack@tremont.ca Website: www.tremont.com Alternative Asset Strategies/Products: Hedge Fund of Funds, Portable Alpha, Single Strategy Hedge Fund of Funds, Insurance Fund, Single Manager Funds Alternative Assets Managed (As of Dec. 12/06): $10.6B Relationships with Other Managers: Rye Investment Management TWENTY-FIRST CENTURY FUNDS INC. Allan Hutton, Manager, Consulting Services; 401 Bay St., Ste. 2315, Toronto, ON M5H 2Y4 PH: 888-299-2121 Fax: 416-364-1218 eMail: allan@invest21.com Alternative Asset Strategies/Products: Private Equity, Hedge Funds, Real Estate Relationships with Other Managers: Hamilton Lane, Richcourt Group, Polar Securities, Sentinel Real Estate Corporation UBS GLOBAL ASSET MANAGEMENT Peter Clarke, Managing Director, Head of Canada; 161 Bay St., Ste. 3900, Toronto, ON M5J 2S1 PH: 416-681-5205 Fax: 416-681-5100 eMail: peter-d.clarke@ubs.com Website: ubs.com Alternative Asset Strategies/Products: Absolute Return - Global Asset Allocation, Global Fixed Income; Extension Strategies - US, European & Asian 130/30; Equity Infrastructure - Global Infrastructure; Real Estate - US, European & Global Real Estate; Enhanced Index - US Equity, EAFE Equity Hedge Funds - Single-manager/Multi-strategy - Global Multi-strategy Alpha, Quantitative Trading; Single-manager/Single-strategy - Fundamental Market Neutral Long/Short, Global Quantitative Equity, Long/Short Equity, Convertible Arbitrage, Currency & Interest Rates, Commodities, Credit; Multi-manager - Global Equity 130/30, Neutral Alpha Strategies (Market Neutral), Global Alpha Strategies (Non-market Neutral), Strategy Specific (Stable Growth, Special Situations, Trading, Event-driven, Relative Value, Long/Short) Alternative Assets Managed (As of Dec. 12/06): $1.4B VERTEX ONE ASSET MANAGEMENT INC. David Wallin, Vice-president; 1177 West Hastings St., Ste. 1920, Vancouver, BC V6E 2K3 PH: 604-681-5183 Fax: 604-681-5146 eMail: dave@vertexone.com Website: www.vertexone.com Alternative Asset Strategies/Products: Multi-strategy - Event-driven Focus; Strategies - Merger Arbitrage, Relative Value, Convertible Arbitrage, Longs, Shorts, Distressed, Option Strategies & Special Situations YORK INVESTMENT STRATEGIES Hugh Innes, Managing Director; 130 Bloor St. W., Ste. 600, Toronto, ON M5S 1N5 PH: 416-413-3810 Fax: 416-929-9437 eMail: hinnes@yorkfunds.com Website: www.yorkfunds.com Alternative Asset Strategies/Products: Hedge Fund of Funds - Market Neutral, Diversified, Long/Short, Commodities, Credit Strategies Alternative Assets Managed (As of Dec. 12/06): $140M
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