Jim Huang - President & Portfolio Manager:
Equity portfolio manager with a multi-disciplined background. Jim has over 20-years of investment experience. Having started his career in Calgary as a brokerage research associate, Jim returned to Toronto to become a buy side investment analyst and over the years progressed to be a highly successful portfolio manager. Most recently he was with Natcan Investment Management Inc. and its predecessor Altamira Management Ltd.
Jim has developed strong relationships in the Canadian oil patch from the beginning of his career. As lead or co-manager, Jim has managed over $2 billion in mutual funds and institutional assets, including all of the resource and equity income products in the Altamira and National Bank mutual fund families. In particular, Altamira Energy Fund, Altamira Resource Fund, Altamira Precious and Strategic Metals Fund and AltaFund (a Canadian Equity fund focusing on Western Canada) had industry-leading performance and won awards and positive press coverage.
Jim holds the Chartered Financial Analyst and the Certified General Accountant designations, and a Bachelor of Commerce (High Distinction) degree from the University of Toronto.
Alice Tsang – Vice President & Portfolio Manager:
A seasoned portfolio manager with over 20-years of experience in the investment industry. She started out in 2005 as an equity analyst and was quickly promoted to a portfolio manager role in 2006 due to exceptional performance. She was responsible for dividend and growth fund mandates at the firm. Both funds were ranked top quartile on the Globe and Mail’s database. One of the funds significantly outperformed its benchmark on a five-year basis. Alice was a regular guest on Market Call, as well as other segments of the BNN Bloomberg. Prior to joining the asset management firm, Alice was in a managerial role at a large financial institution. She graduated from the University of Toronto and holds a Chartered Financial Analyst designation.
John Sims – Vice President, Structured Products:
John spent most of his career with RBC Capital Markets. His first responsibilities were in sales and trading, eventually becoming the Director of Fixed Income where his involvement included covering top-tier institutional investors and borrowers from both the public and private sectors. His insights into Canadian Government Agencies market is another invaluable asset for T.I.P. as he has a knack for identifying and capitalizing on the needs and desires of issuers and lenders. He was responsible for advising some of the world’s largest institutional fixed-income asset managers on portfolio strategy, asset mix, and security selection. His position at RBC Capital Markets allowed him to understand complex fixed income investment structures, foreign exchange and currency hedging strategies involving interest rates and foreign exchange and swaps. His role at T.I.P. will be multifaceted; ensuring that we are originating timely and relevant investment structures, a key member of the global asset mix committee. He graduated with a Honours Batchelor of Business Administration from Ivey Business School at Western University.
Eric Fredrickson – Vice President, Corporate Finance:
Eric has spent over 25 years in the finance industry, starting his career with RBC Dominion Securities, and including over a decade at MDS Capital (a leading North American venture capital firm). His areas of expertise include merchant banking, institutional equity sales, venture capital and he has extensive experience building and financing companies. Eric has helped to create and build companies from the initial seed stage round, through to acquisition. He has been instrumental in leading early stage financings and has an extensive network of contacts within the industry. Eric has been an active board member of a number of private and public companies.
Most recently Eric was a partner at Sui Generis Investment Partners, a North American focused hedge fund, where he was instrumental in building the company from a start up to its recent sale. Eric was responsible for client wealth management and helped grow the firm by over 300% in just over two years.
Johannes Kotilainen – Research Analyst
Johan started his career in the trenches and was key developer of a financial index and proprietary trading model with a proven track record of top quartile performance for all time periods. Johan brings to his ingenuity and research capabilities to complement the team. He graduated from Seneca’s Sustainable Business Management post graduate certificate program, and holds a Associates degree of Arts & Science degree from Caplilano University.
Edward Jong - Vice President, Business Development:
Ed is currently responsible for business development at TIPWM. Most recently, a 5-star rated fund manager rated by Globe Fund, Edward started his investment career at Altamira Management Inc. in 1992, where he managed over $2.5 billion in both institutional and retail assets and was part of a team of managers who managed approximately $10 billion in total institutional and retail fixed income mandates. During that period, Edward received the API Performance Achievement Award, and the COMSTAT Performance Achievement Award for specialty mandates under his direct management.
Edward’s responsibilities and proficiencies were along the entire yield curve, across the asset class spectrum, and different global markets. Other key responsibilities included portfolio management and client relationship with institutional pension, and endowment funds. His career spans from the most conservative immunization of insurance portfolios to managing leveraged hedge funds with multiple strategies for clients who desire unconstrained mandates.
Additionally, Edward has employed equity strategies within his non-constrained mandates as a novel approach to hedging portfolio volatility, whereas most managers would simply pair long/short positions of the same asset class. Markets are dynamic, and Edward’s investment philosophy is never static; his approach would be considered to be in the forefront, never taking on undue risk.
Throughout his 25-year career beginning with Altamira Management Ltd., Edward is comfortable in exploiting all the necessary tools (such as, derivatives, hedging strategies and private investments) to achieve the goal of capital preservation and a consistent and predictable income stream. Ed holds a Batchelor of Arts degree in economics from the University of Toronto.
Arthur Dan – Chief Technology Officer
Arthur is an expert in corporate I.T. solutions with over 20 years of experience.