Partners
Barclays is a transatlantic consumer, corporate and investment bank offering products and services across personal, corporate and investment banking, credit cards and wealth management, with a strong presence in our two home markets of the UK and the US.
With over 325 years of history and expertise in banking, Barclays operates in over 40 countries and employs approximately 130,000 people. Barclays moves, lends, invests and protects money for customers and clients worldwide.
For further information about Barclays, please visit our website barclays.com/ib
Fiera Capital is Canada’s 3rd largest publicly traded independent investment manager, recognized for its excellence in portfolio management, its innovative and personalized investment solutions, and its ability to exceed client expectations. At June 30, 2016, the firm had more than CAD$109 billion in assets under management. Fiera Capital’s unique expertise covers the full spectrum of investment strategies, and the firm is one of only a handful of independent Canadian investment managers providing such an extensive array including fixed income, liability-driven investment solutions (LDI), Canadian and global equity, asset allocation and alternative investment solutions.
At Matthews Asia, we believe in the long-term growth of Asia, concentrating our efforts and expertise exclusively within the region since our founding in 1991. As an independent, privately owned firm, Matthews is the largest dedicated Asia investment specialist in the United States. Throughout our 25 year history, we have applied our high conviction, bottom-up, fundamental investment philosophy, with a focus on long-term investment performance, investing through a variety of market environments. Today, we offer a select range of strategies that provide exposure to the equity and bond markets of one of the world’s fastest-growing regions. Together, we partner with our clients to craft investment solutions best suited to their unique goals and tolerances, investing in the future of Asia. For more information about Matthews and our strategies, please visit matthewsasia.com, or contact our Institutional Client team at This e-mail address is being protected from spambots. You need JavaScript enabled to view it .
Sigma’s mission is to provide world-class services to sophisticated institutional investors, with a high touch and bespoke approach in addressing each client’s needs. With a unique blend of advisory and risk services, dedicated managed account platform services and innovative research services, Sigma is able to transform the opacity of hedge fund investing into an activity that provides a transparent and efficient investment edge to its trusted institutional partners.
Based in Canada, Sigma was founded in 1999 by Professor Luis Seco, Director of the Mathematical Finance Program at University of Toronto, and David Rudd, former Senior Vice President of Refco Futures and Chairman of the Derivatives Committee of the Montreal Exchange, to analyze the role and potential benefits of hedge fund investments for Canadian pension plans. Initially comprised of investment experts and individuals with PhDs in the quantitative sciences, Sigma was established as a commercial enterprise to adapt the research to address the specific concerns and investment objectives of institutional investors. Sigma has grown to a team of approximately 20 employees with global expertise in finance, mathematics, analytics, technology, operations, law and compliance.
Among other clients, Sigma has acted for a large public pension fund for over 15 years. In 2006, Sigma launched the client’s first dedicated managed account platform, which became a dynamic, multi-faceted service offering. In 2015, Sigma launched several single-investor structural alpha platforms that are governed by the sophisticated integration of Sigma’s proactive risk management, innovative research, and managed account operations, specializing in the liquid part of the hedge fund investment spectrum.
Using the managed account structure as a key tool for alpha generation, Sigma has developed, analyzed and implemented some of the most unique performance fee structures in the industry.

 

Offered by State Street Global Advisors (SSGA), SPDR ETFs are a comprehensive fund family of over 160 ETFs, providing investors with the flexibility to match virtually any market situation or investment need. Created in 1993, The SPDR S&P 500 (SPY) launched an entire industry, which now offers over 5000 ETFs across every conceivable asset class.
State Street Global Advisors has been committed to helping financial professionals and those who rely on them achieve their investment objectives. We partner with institutions and financial professionals to help them reach their goals through a rigorous, research-driven process spanning both active and index disciplines. We take pride in working closely with our clients to develop precise investment strategies, including our pioneering family of SPDR® ETFs. With trillions* in assets under management, our scale and global footprint provide unrivaled access to markets and asset classes, and allow us to deliver expert insights and investment solutions.
State Street Global Advisors is the investment management arm of State Street Corporation.

 

*Assets under management were $2.97 trillion CAD as of March 31, 2016.

 

TD Asset Management (TDAM) offers investment solutions to corporations, pension funds, endowments, foundations and high net worth individuals, and we manage retail mutual fund assets on behalf of almost 2 million investors. With offices in Toronto, Montreal and New York, TDAM together with our affiliate, Epoch Investment Partners, Inc. oversees more than $351.6 billion1 of investments for our clients and is the largest manager of pension fund assets in Canada.2

TDAM has been in business for more than three decades, and over that time the investment landscape, investor needs and our range of offerings have all evolved. What has remained consistent is our focus on quality, our exhaustive risk management discipline and our commitment to applying the new thinking necessary to address our clients’ challenges.

We offer solutions to help meet a wide range of client needs and have a long track record of helping our clients meet their investment goals. Our broad selection of strategies and solutions includes fundamental, quantitative and passive portfolio management, as well as customizable services such as currency overlay and hedging, bond overlay, cash equitization, asset mix rebalancing and liability driven investment solutions.

 

1 Assets under management (AUM) as at June 30, 2016 for TD Asset Management Inc., TDAM USA Inc. and Epoch Investment Partners, Inc. (Epoch). TD Asset Management operates through TD Asset Management Inc. in Canada and through TDAM USA Inc. in the United States. Epoch is an affiliate of TD Asset Management. All entities listed are affiliates and are wholly-owned subsidiaries of The Toronto-Dominion Bank.

2 The Top 40 Money Managers (as of December 31, 2015), Benefits Canada, May 2016.

 

 

Trez Capital Limited Partnership (“Trez”) was established in 1997 as a non-bank real estate lender. Trez recognized an opportunity to provide short-term bridge financing to commercial property owners and developers, as their needs were not being met by large financial institutions. Since inception, application of a disciplined due diligence review process and stringent underwriting standards, has resulted in Trez growing to originate over $5.4 billion in loans over the past 17 years. Since its founding, Trez has underwritten and funded more than 1070 loans for retail, office, industrial and multi-unit residential mortgages across Canada. The experienced senior management team takes an entrepreneurial approach to real estate lending while maintaining institutional calibre processes. Trez has built a strong reputation for providing innovative financing for commercial properties in major centres throughout Canada and the western United States. Borrowers who have worked with Trez appreciate our flexible terms, competitive rates, and speed and certainty of execution.
Trez currently has over $1.9 billion in assets under management. We offer investors the ability to select from private placements and open-ended investment trusts. Our stable returns, real property security, and extensive risk analysis has helped us earn the trust of some of Canada’s largest pension funds. We manage over $500 million of institutional investments, and take pride in the fact that the majority of these investors renew and reinvest in subsequent offerings. Our investors have continued to enjoy receiving predictable and stable cash flows on attractive risk adjusted returns.
With offices in Vancouver, Toronto, Dallas, and Boynton Beach we have the proven experience to assist borrowers with their project financing, and investors with meeting their financial goals.

 

 

Vanguard Investments Canada Inc. is a wholly owned indirect subsidiary of The Vanguard Group, Inc. and manages over CAD$7 billion in assets. The Vanguard Group, Inc. is one of the world's largest investment management companies and a leading provider of company-sponsored retirement plan services. Vanguard has offered Target Retirement Funds in the U.S. since 2003 and is the largest manager of U.S. target-date fund assets in the industry, managing nearly USD$358 billion of target-date assets and experienced more than USD$56 billion cash flow into its target date mutual funds and collective trusts in 2015. Vanguard has offices in the United States, Canada, Europe, Australia and Asia. The firm offers more than 315 funds, including ETFs, to its more than 20 million investors worldwide.

 
Montebello 2016
speaking faculty:

KEYNOTE SPEAKER

Leo de bever

Louis Bélanger

Cary Blake

Brian Cyr

Paul Domjan

Bobby Eng

ANDREA GENTILINI

TOM GOODWIN

STEPHANE JEAN

TERESA KONG

MALI MARAFINI

William Mougayar

Prof. Luis Seco

Gregory Vorwaller

DANIEL MARCHAND

Philippe Gingras


Partners 2016 Montebello

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