Edward Jong - Global Head of FI & Co-CIO:
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 are along the entire yield curve, across the asset class spectrum, and different global markets. Other key responsibilities include 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.
Alice Tsang – Global Head of Equities & Co-CIO:
A seasoned portfolio manager with over 20-years of experience in the investment industry. Alice came from an independently owned asset management firm; she started out in 2005 as an equity analyst and was promptly promoted to a Portfolio Manager role in 2006 due to exceptional performance in her work. She was responsible for dividend and growth fund mandates at the firm. Both funds were ranked as top quartile funds on the Globe and Mail’s website in 2007 and 2008. Alice left the industry in 2009 and rejoined the same firm in 2010. She had continuous success with her funds; one of them resulted in significant outperformance over its benchmark on a five-year term. Alice was a regular guest on Market Call, as well as other segments of the Canadian Business News Network. Prior to joining the asset management firm, Alice was in a managerial role at a large financial institution.
John Sims – VP of Fixed Income & Structured Products:
John’s career was primarily 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 space. His insights into Canadian Government Agencies is another invaluable asset for QVest as he has a knack for identifying and capitalizing on the needs and desires of issuers and lenders. He was directly responsible for advising 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 swaps and swaptions. His role at QVest will be multifaceted; ensuring that we are originating timely and relevant investment structures, a key member of the fixed income portfolio management group, and on the global asset mix committee.
Eric Fredrickson – Head of Corporate Finance:
Eric has spent over 25 years in the finance industry starting his career with RBC Dominion Securities, 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.
Jimmy 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.
Rana Chauhan - Chief Investment Strategist:
Most recently the Chief Investment Strategist at a multi-billion-dollar subsidiary of Mackenzie Financial. Rana maintains a close relationship with all of the Private Wealth Advisors, allowing him to keep his finger on the market’s pulse and on global economic developments. He is responsible for helping Advisors understand how economic and market events impact their clients’ investments.
Rana also provides research and development support to Advisors. Acting as an institutional conduit to Counsel’s sub-advisors, he hosts due diligence sessions with Advisors and selected investment specialists. Rana gets market perspectives from the firm’s investment specialists, asking the questions that are on the minds of investors.
Rana was instrumental in the creation of Counsel Portfolio Services. His background in the financial industry prior, was Canadian Equity Analyst with a Municipal Pension Fund, and International Equity Analyst with a U.S. Bank. He has been involved in the investment industry since 1987.
Asif Khan - Corporate Strategic Advisor, Canadian and Global Initiatives:
Asif is a visionary and serial entrepreneur with more than 22 years of extensive Canadian Capital and Financial Markets experience. Prior to founding and building a Cayman Island registered asset management company, Asif was a founder, Chairman & Chief Executive Officer of a full-service asset management firm in Canada, a vertically integrated asset management company which raised in excess of $300 million in the Canadian marketplace. The firm through its wholly owned Portfolio Management and Investment Banking subsidiary managed Canadian and International Equity Funds, Canadian and International Fixed Income Funds as well as a number of GP LP structures. The firm invested in over 80 private and public companies. The firm was successfully sold in 2011 to take advantage of the exit opportunity.
Previously, Asif was Senior Vice President and founding partner of StrategicNova Funds Management. He was instrumental in creating several divisions within StrategicNova and as Head of Sales and Marketing was instrumental in growing its assets from a mere $5million in 1998 to $4.2 billion at the time of its sale to Dynamic Mutual Funds in 2002.
Prior to joining StrategicNova, Asif was Vice President of Middle East Markets at Goodman & Company Investment Counsel, an investment management arm of Dundee Wealth Management. Dundee managed in excess of $50 Billion at the time of its sale to Scotia Bank of Canada.
Asif is a pioneer in the Shariah Compliant investing in Canada, having launched the first publicly available Shariah Compliant investment fund in Canada in 1998 and subsequently advising on Shariah Compliant structures and transactions in Canada and globally.
From 1998 to present, Asif has been a guest speaker on BNN, City TV and presenter at many international Finance Conferences and interviews with him have appeared in several Canadian and international media publications. Asif is also the Canada Advisor to Qatar National Bank and Chairman of a Canadian real estate development company Aand a Strategic Advisor to DataCore Fund Services and TIP Asset Management.
Johannes Kotilainen – Research Analyst
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.
TBA - National Sales Director
Neeraj Mehta, CPF, CIM, FSCI, FCA – Private Wealth Advisor:
An industry veteran with specialized skills and a history of successful deliveries of innovative solutions to ensure all his clients have all facets of their investment needs are addressed and their goals are achieved. Neeraj is fluent in both English and Hindi, has a charter accounting background and experience from the IIROC environment. His goal with clients is to instill comfort, confidence and clarity in all market situations.
David Prestwich - Director:
Is an experienced professional with a successful career of more than 40 years in financial services, specializing in business and product development, management, administration, project management and operations.
David is a former executive at several financial services companies with a thorough understanding and skill set necessary for the day to day operation the company from front office, finance and compliance to back office processing and reporting systems.
Has also served on several industry related committees including IIROC Ontario District Council, IIAC Small Dealers Committee, FAS and FAS Operations Sub Committee.
Ajay Kumar – Advisory Board:
Assistant General Manager at QNB Group, Qatar National Bank SAQ.
Arthur Dan – Chief Technology Officer