The Canadian Source Of Employee Pension Fund Investment And Benefits Plan Management

Directories

Real Estate & Alternative Investment Managers

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All amounts shown are as of December 31, 2015

AB1
Wendy Brodkin, Managing Director; Brookfield Place, 161 Bay St. - 27th Floor, Toronto, ON M5J 2S1
PH: 416-572-2534
Fax: 212-756-4405
eMail: Wendy.Brodkin@abglobal.com
Web: www.abglobal.com/institutional
Alternative Assets: Offerings include traditional alternatives, such as hedge funds, multi-manager hedge funds, real estate, private equity & infrastructure, as well as a growing platform of liquid alternatives that include US 1940-Act mutual funds and UCITS
Alternative Assets Under Management: $181M
Ownership: Principals - 62.84% (Includes ownership of AllianceBernstein units, indirect ownership of AllianceBernstein units through its interest in AllianceBernstein Holding, and general partnership interests in AllianceBernstein and AllianceBernstein Holding. AXA Financial, Inc. is a wholly-owned subsidiary of AXA, one of the world’s largest global financial services organizations.) ), Public - 24.36% (Public and other.), Third-party - 12.80% (Direct and indirect ownership including unallocated units in deferred compensation plans.)
Managed Since: AB is one of the world’s largest investment management firms, and we have been in the investment management business for more than 40 years. Alternatives are an important area of focus for the firm, one to which we are deeply committed. We have grown our alternatives capabilities organically through inhouse talent and by making strategic acquisitions. When acquiring businesses, we have focused on those with institutional-caliber pedigrees, significant assets under management and established track records. For example, one of the teams to join AB has experience investing in hedge funds that dates back to 1996.
Relationships: Through our suite of multi-manager (FOF) vehicles, we invest in external hedge fund managers. We would be pleased to provide further information about these managers upon request.
1 - Formerly AllianceBernstein

ABERDEEN ASSET MANAGEMENT INC.
Renee Arnold, Head of Business Development, Canada; 161 Bay St., 44th Floor, TD Canada Trust Tower, Toronto, ON M5J 2S1
PH: 416-777-5570
Fax: 866-290-9322
eMail: renee.arnold@aberdeen-asset.com
Web: www.aberdeen-asset.ca
Alternative Assets: The current Alternative Investment Asset Class products that Aberdeen offers to Canadian clients include traditional Fund of Hedge Funds, Liquid Alternatives strategies, Private Equity and Private Markets, Property and Infrastructure.
Alternative Assets Under Management: $131.8M2
Ownership: Aberdeen PLC is a publicly traded company, and as such, ownership is subject to change. Aberdeen’s directors, management and staff collectively own 3.1% (on a fully diluted basis) of outstanding shares of Aberdeen PLC as of December 31, 2015. Top 5 Shareholders, on an undiluted basis, as of December 31, 2015 were as follows - Mitsubishi UFJ Trust & Banking: 17.2%, Lloyds Banking Group: 9.8%, Capital Research & Management: 7.5%, BlackRock: 4.4%, M&G Investment Management: 4.2%
Managed Since: 1975
Relationships: There have been several acquisitions made over the past 36 months, as detailed below. • In December 2015, Aberdeen completed the acquisition of Advance Emerging Capital (AEC), a specialist fund-of-fund investment manager based in London, UK. • In December 2015, Aberdeen completed the acquisition of Arden Asset Management LLC, a provider of hedge fund solutions with offices in New York and London. • On September 1, 2015, Aberdeen announced that it has completed the acquisition of FLAG Capital Management, LLC (FLAG), a manager of private equity and real asset solutions with offices in Stamford, CT, Boston, MA, and Hong Kong. • In June 2015 Aberdeen completed the purchase of SVG Capital PLC’s outstanding stake in the joint venture vehicle Aberdeen SVG Private Equity. Aberdeen had previously acquired a 50.1% stake in the joint venture vehicle in May 2013. • On April 1, 2014 Aberdeen completed the acquisition of Scottish Widows Investment Partnership Group Limited (SWIP) and SWIP’s related private equity fund management business from Lloyds banking Group PLC (Lloyds).
2 - Source: Aberdeen PLC; as of December 31, 2015

ACM ADVISORS LTD.
Chad Mallow, President; 210 - 1140 Homer St., Vancouver, BC V6B 2X6
PH: 604-661-0671
Fax: 604-682-3265
eMail: cmallow@acma.ca
Web: www.acma.ca
Alternative Assets: Canadian Commercial Mortgage Investments
Alternative Assets Under Management: $2,052.4M
Ownership: Principals - 100
Managed Since: 1993

ACORN GLOBAL INVESTMENTS INC.
Jeff Crich, Chief Operating Officer; 1267 Cornwall Rd., Ste. 201, Oakville, ON L6J 7T5
PH: 905-257-0773
Fax: 888-582-7863
eMail: jeff.crich@acorn.ca
Web: www.acorn.ca
Alternative Assets: Managed Futures/CTA Mutual Fund Trust
Alternative Assets Under Management: $4.8M3
Ownership: Principals
Managed Since: 2005
3 - Acorn Diversified Trust as of March 31, 2015

ADDENDA CAPITAL INC.
Michel Jalbert, Senior Vice-president, Business Development & Client Partnerships; 800 Rene-Levesque Blvd. W., Ste. 2750, Montreal, QC H3B 1X9
PH: 514-287-7373
Fax: 514-287-7200
eMail: m.jalbert@addenda-capital.com
Web: www.addenda-capital.com
Alternative Assets: Fixed Income (Absolute Return)
Alternative Assets Under Management: $14M
Ownership: Principals - 3.95%, Third-party - 96.05% (Co-operators Financial Services Ltd., Fonds de solidarite FTQ)
Managed Since: 2011

ALGONQUIN CAPITAL
Raj Tandon, Founding Partner; 1 Yonge St., Toronto, ON M5E 1W7
PH: 416-214-3493
Fax: 416-369-0515
eMail: raj.tandon@algonquincap.com
Web: www.algonquincap.com
Alternative Assets: Alternative Fixed Income
Ownership: Principals
Managed Since: 2015

ALLIANZ GLOBAL INVESTORS
Stephane Amara, Senior Relationship Manager; 6500 Trans Canada Hwy, Ste. 400, Pointe-Claire, QC H9R 0A5
PH: 514-426-6212
eMail: stephane.amara@allianzgi.com
Web: us.allianzgi.com
Alternative Assets: Hedge funds: Absolute return (volatility), Long/short equities, Multi-Asset/GTAA, Event driven. Infrastructure: Equity & Debt. Real Estate: REITs
Alternative Assets Under Management: $61.3M
Ownership: Allianz SE
Managed Since: 2005
Relationships: N/A

ARROW CAPITAL MANAGEMENT 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@arrow-capital.com
Web: www.arrow-capital.com
Alternative Assets: Canadian Long/Short, U.S. Long/Short, U.S. Credit Long/Short, Market Neutral, Fund of Funds, Managed Futures
Alternative Assets Under Management: $450M
Ownership: Principals - Jim McGovern, Mark Purdy
Managed Since: 2000

AURION CAPITAL MANAGEMENT INC.
David Barry, Vice-president & Portfolio Manager Head, Direct Real Estate Investments; 1 Adelaide St. E., 23rd Floor, Toronto, ON M5C 2V9
PH: 416-365-5346
Fax: 416-363-6206
eMail: David.Barry@scotiabank.com
Web: www.aurion.ca
Alternative Assets: Real Estate, Currency (Jeff Blanco: Vice-president & Portfolio Manager, Currency: 416-866-2433 /Jeff.Blanco@scotiabank.com)
Alternative Assets Under Management: $1,334.6M
Ownership: Principals - Scotiabank
Managed Since: 1984
Relationships: Scotia Institutional Asset Management / a division of 1832 Asset Management L.P.

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
Alternative Assets Under Management: $4,504.5M4
Ownership: PNC Financial Services Group, Inc. - 22.2% Institutional Investors, Employees & Public - 77.8%
Managed Since: 1994
Relationships: Portfolios of Hedge Funds managed by unaffiliated firms
4 - As of 31 December 2015, BlackRock manages CDN$4,504.5M in alternative assets under management for Canadian pension funds, of which CDN$995.5M represented investments in fund of hedge funds.

BMO GLOBAL ASSET MANAGEMENT
Marija Finney, Senior Vice-president, Head of Institutional Sales & Service; First Canadian Place, 43rd Floor, 100 King St. W., Toronto, ON M5X 1A1
PH: 416-359-5003
Fax: 416-359-5950
eMail: marija.finney@bmo.com
Web: www.bmoglobalassetmanagement.com
Alternative Assets: Long-short stock strategies (Multiple regions), Unconstrained Bonds, Market-neutral Global Equity Style Premia, European Private Equity (including UK), European Real Estate (including UK), Real Estate Securities, Infrastructure Securities, Multi-Strategy Liquid Alternatives, Fund of Hedge Funds
Ownership: BMO Financial Group
Managed Since: 1943
Relationships:

Alternative investments are currently offered by subsidiaries of BMO Financial Group.

On May 7, 2014 BMO acquired F&C Asset Management plc through its wholly owned subsidiary, BMO GAM (Europe) Limited. This acquisition positions BMO GAM as a globally significant money manager, enhancing its investment platform capabilities and providing attractive opportunities to service wealth markets all around the world.

F&C is a diversified, U.K.- based investment manager serving a broad range of institutional and retail clients throughout Europe. We offer clients access to a number of alternative assets including hedge and fund of hedge funds, private equity and a suite of long / short strategies.


BNP PARIBAS INVESTMENT PARTNERS CANADA, LTD.
Rodolphe (Rudy) de Candé, Head of Canada Business Development; 2001 av. Robert Bourassa, Ste. 900, Montreal, QC H3A 2A6
PH: 647-680-9451
eMail: rodolphe.decande@bnpparibas.com
Web: www.institutional.bnpparibas-ip.com
Alternative Assets: Absolute Return Fixed Income, Global Unconstrained Fixed Income, Currency Alpha, Global Listed Real Estate, Low Volatility/Smart Beta, Environmental: Resource Optimization Strategies, Asian infrastructure, Asian real estate, Asian private equity
Ownership: Public
Managed Since: 1996
Relationships: BNP Paribas Asset Management, BNP Paribas Private Equity, IMPAX Asset Management, Fischer Francis Trees & Watts, THEAM, BNP Paribas Real Estate, Orion Partners. Most of the above-listed partners are fully-owned subsidiaries of BNP Paribas Investment Partners whereas others are joint venture partners where we may own a majority or minority stake.

BNY MELLON ASSET MANAGEMENT
Michael Parsons, Vice-president, Sales & Marketing; 320 Bay St., Toronto, ON M5H 4A6
PH: 416-775-5876
Fax: 416-775-5880
eMail: michael.parsons@bnymellon.com
Web: www.bnymellon.com
Alternative Assets: Hedge Funds, Hedge Fund of Funds, Real Estate, Private Equity, Private Debt
Alternative Assets Under Management: $139.3M
Ownership: Public
Relationships: Alcentra, The Boston Company Asset Management, Insight Investment, Siguler & Guff, Mellon Capital Management, Standish, EACM

BRIDGING FINANCE INC.
Ian Baele, Vice-president, Sales; 77 King St. W., Ste. 2925, Toronto, ON M5K 1K7
PH: 888-920-9598
Fax: 888-920-9599
eMail: inquiries@bridgingfinance.ca
Web: www.bridgingfinance.ca
Alternative Assets: Private Debt
Alternative Assets Under Management: $275M
Ownership: Principals, Public - N/A, Third-party - N/A (N/A)
Managed Since: 2012
Relationships: Sub-advisor for the Sprott Bridging Income Fund.

BROOKFIELD ASSET MANAGEMENT
Keith Smith, Senior Vice-president, Private Funds Group; 181 Bay St., Box 762, Toronto, ON M5J 2T3
PH: 416-956-5152
Fax: 416-365-9642
eMail: keith.smith@brookfield.com
Web: www.brookfield.com
Alternative Assets: Property, Infrastructure, Renewable Energy, Private Equity
Alternative Assets Under Management: $227,366,000,000M5
Ownership: Public
Managed Since: 2001
Relationships: N/A
5 - AUM provided is in USD

BROOKFIELD INVESTMENT MANAGEMENT
Angela Vidakovich, Director; 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 Listed Infrastructure, Global REITs, US REITs, Alternative Fixed Income
Alternative Assets Under Management: $429.1M
Ownership: Public
Managed Since: 2001

BULLION MANAGEMENT GROUP INC.
Hema Anganu, Senior Vice-president. Finance; 60 Renfrew Dr., Ste. 280, Markham, ON L3R 0E1
PH: 905-415-2930
Fax: 905-474-1091
eMail: h.anganu@bmgbullion.com
Web: www.bmgbullion.com
Alternative Assets: Precious Metals Bullion (Gold, Silver, Platinum); Open-end Mutual Fund Trusts (BMG BullionFund, BMG Gold BullionFund; BMG BullionBars program - Individual Bullion Bars of Gold, Silver, Platinum; Gold, Silver & Platinum Maple Leaf Coins.
Alternative Assets Under Management: $347M
Ownership: Principals
Managed Since: 2002

CAI CAPITAL MANAGEMENT CO.
Tracey McVicar, Managing Partner; 2833-595 Burrard St., Vancouver, BC V7X 1K8
PH: 604-694-2525
Fax: 604-694-2524
eMail: tmcvicar@caifunds.com
Web: www.caifunds.com
Alternative Assets: Mid-market buyout fund
Alternative Assets Under Management: $250,000,000M
Ownership: Principals - 100
Managed Since: 1989

CANADIAN URBAN LIMITED
David Lopatka, President; 10572 105th St., Edmonton, AB T5H 2W7
PH: 780-424-7722
Fax: 780-424-7799
eMail: dlopatka@canadianurban.com
Web: www.canadianurban.com
Alternative Assets: Real Estate
Alternative Assets Under Management: $741M
Ownership: Principals
Managed Since: 1971
Relationships: Northern Trust Global Advisors

CENTURION ASSET MANAGEMENT
Stephanie Kremer, Vice-president, Business Development & Institutional Sales; 25 Sheppard Ave. W., Toronto, ON M2N 6S6
PH: 416-733-5622
Fax: 416-733-5608
eMail: skremer@centurionreit.com
Web: centurionreit.com
Alternative Assets: Real Estate, Mortgages, Equity Financing
Alternative Assets Under Management: $45M
Ownership: Principals
Managed Since: 2006

CIBC ASSET MANAGEMENT INC.
Doug MacDonald, Managing Director & Head, Institutional Asset Management; 18 York St., Ste. 1400, Toronto, ON M5J 2T8
PH: 416-780-5739
Fax: 416-364-3286
eMail: Doug.MacDonald@cibc.com
Web: www.cibc.com/ca/asset-management/index.html
Alternative Assets: Currency Overlay, Global Tactical Asset Allocation, Commodities.
Alternative Assets Under Management: $5,728.4M
Ownership: CIBC Asset Management Inc. is a member of the CIBC Group of companies and is wholly owned (100%) by the Canadian Imperial Bank of Commerce.
Managed Since: 1996

CONNOR, CLARK & LUNN FINANCIAL GROUP
Brent Wilkins, Head of Institutional Sales (Canada); 181 University Ave., Ste. 300, Toronto, ON M5H 3M7
PH: 416-862-2020
Fax: 416-363-2089
eMail: bwilkins@cclgroup.com
Web: www.cclgroup.com
Alternative Assets: Private Equity, Hedge Funds, Infrastructure (Traditional, Energy), Commercial Real Estate
Alternative Assets Under Management: $6,451.4M
Ownership: Principals
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. (Traditional & Energy), Crestpoint Real Estate Investments Ltd., PCJ Investment Counsel (Long/Short strategy)

CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC
James Wylie, Head of Global Distribution; 1180 Ave. of the Americas, 22nd Floor, New York, NY 10036
PH: 212-938-8151
Fax: 212-938-8182
eMail: James.Wylie@cornerstonecapital.com
Web: www.cornerstonecapital.com
Alternative Assets: US Equity Market Neutral
Ownership: New York Life Investment Management Holdings LLC
Managed Since: 2006

FEDERATED INVESTORS, INC.
David Gregoire, Vice-president; 1001 Liberty Ave., Pittsburgh, PA 15222
PH: 416-527-1150
Fax: 412-288-1093
eMail: DGregoire@federatedinv.com
Web: www.federatedinvestors.com
Alternative Assets: Federated offers specialized portfolios designed to meet the investment requirements of clients. These specialized portfolios include private debt (Trade Finance), hedge funds, leveraged equity, micro-cap equity, and dedicated short mandates.
Alternative Assets Under Management: $0M
Ownership: Principals - 15%, Public - 85%, N/A
Managed Since: 2000
Relationships: N/A

FENGATE-REAL ASSET INVESTMENTS
Pranav Pandya, Senior Vice-president; 5000 Yonge St., Ste. 1805, Toronto, ON M2N 7E9
PH: 905-491-6566
Fax: 416-488-3359
eMail: info@fengate.com
Web: www.fengate.com
Alternative Assets: Infrastructure, Real Estate, Private Equity
Alternative Assets Under Management: $2,200M
Ownership: Principals
Managed Since: 2005

FIDELITY INVESTMENTS CANADA ULC
Michael Barnett, Executive Vice-president, Institutional Distribution; 483 Bay St., Toronto, ON M5G 2N7
PH: 416-217-7773
Fax: 416-307-5511
eMail: michael.barnett.toronto@fmr.com
Web: www.pyramis.com/ca
Alternative Assets: Global Real Estate, Global Healthcare
Alternative Assets Under Management: $60.2M
Ownership: Privately-owned
Managed Since: 1991

FIERA CAPITAL CORPORATION
David Pennycook, Vice-chairman & Executive Vice-president, Institutional Markets; 1501 McGill College Ave., Montreal, QC H3A 3M8
PH: 514-954-3300
Fax: 514-954-3325
eMail: dpennycook@fieracapital.com
Web: www.fieracapital.com
Alternative Assets: Market Neutral, Long/Short Equity, Currency Management and Short Term Bond Arbitrage, Diversified Lending, Infrastructure Fund, Real Estate Fund, Properties CORE Fund, Multi-Strategy, Multi-Strategy Income
Alternative Assets Under Management: $5,008M
Ownership: Principals - 18%, Public - 49%, National Bank of Canada - 23%, Desjardins Group - 10%
Managed Since: 2006

FRANKLIN TEMPLETON INSTITUTIONAL
Duane Green, Managing Director, Canada; 200 King St. W., Ste. 1400, Toronto, ON M5H 3T4
PH: 416-957-6000
eMail: duane.green@franklintempleton.ca
Web: www.ftinstitutional.ca
Alternative Assets: Hedge Strategies: Liquid alternatives, Global macro, Specialist credit, Managed futures, Hedge fund replication | Real Asset Strategies: Commodities, Private real estate, Listed real estate, Listed infrastructure | Private Equity & Debt Strategies: Private equity, Mezzanine financing, infrastructure financing | Solutions Strategies: Multi-asset, multi-alternative, Global Allocation, Diversified growth/income, Absolute return, Volatility management, Systematic beta, Custom
Ownership: Principals - 35%, Public - 65%
Managed Since: Over 25 years
Relationships: K2 Advisors | Franklin Real Asset Advisors | Darby | Franklin Templeton Solutions

GE ASSET MANAGEMENT INC.
Geoffrey Moore, Senior Vice-president, Institutional Sales Leader; 1250 Rene Levesque Blvd., Ste. 1100, Montreal, QC H3B 4W8
PH: 514-394-3248
Fax: 438-993-7936
eMail: geoffrey.moore@ge.com
Web: www.geam.com
Alternative Assets: International Private Equity, Real Estate
Alternative Assets Under Management: $69.8M
Ownership: Principals - 0%, Public - 0%, Wholly owned subsidiary of General Electric Company
Managed Since: International Private Equity - 1991, Real Estate - 1953
Relationships: Global partner network which includes private equity funds & other investors.

GOLDMAN SACHS ASSET MANAGEMENT, LP
Andrew Williams, Vice-president; 200 W. St., New York, NY 10282
PH: 212-357-0025
eMail: Andrew.Williams@gs.com
Web: www.gs.com
Alternative Assets: Hedge Fund of Funds, Direct Hedge Funds, Private Equity, Currency Commodities
Alternative Assets Under Management: $1,694.1M
Ownership: Principals - 7.24, Public - 92.76
Managed Since: 1988

GREAT-WEST LIFE ASSURANCE COMPANY
Craig Christie, Vice-president, Institutional Investment Solutions; 100 Osborne St. N., Winnipeg, MB R3C 3A5
PH: 204-946-4083
Fax: 204-946-8818
eMail: institutionalinvestmentsolutions@gwl.ca
Web: www.greatwestlife.com/001/Home/Corporate_Information/Investment_Operations/index.htm
Alternative Assets: Real Estate Fund (GWL Realty Advisors), Mortgage Fund (Portico)
Ownership: Principals
Managed Since: 1966 (Mortgage Fund), 1981 (Real Estate Fund)
Relationships: GWL Realty Advisors Inc, Portico Investment Management (a division of GLC Asset Management Group)

GREYSTONE MANAGED INVESTMENTS INC.
David Tallman, Senior Marketing Analyst, Business Development; Ste. 4510, 77 King St. W., Toronto, ON M5K 1J3
PH: 416-309-2552
Fax: 416-309-2189
eMail: david.tallman@greystone.ca
Web: www.greystone.ca
Alternative Assets: Real Estate, Mortgages, Infrastructure
Alternative Assets Under Management: $13,798.4M
Ownership: Employees - 67%, Third-party - 33%
Managed Since: 1988

GUARDIAN CAPITAL REAL ESTATE INC
Joshua Hamer, Vice-president; 199 Bay St., Commerce Court W., Ste. 3100, Toronto, ON M5L 1E8
PH: 416-947-3722
Fax: 416-364-9634
eMail: jhamer@guardiancapital.com
Web: www.guardiancapital.com
Alternative Assets: Real Estate
Alternative Assets Under Management: $146M
Ownership: Wholly-owned by Guardian Capital Group Limited
Managed Since: 2013

HAMILTON LANE ADVISORS
John Brecker, Principal; 1 Presidential Blvd., 4th Floor, Bala Cynwyd, PA 19004
PH: 610-934-2222
Fax: 610-617-9853
eMail: jbrecker@hamiltonlane.com
Web: www.hamiltonlane.com
Alternative Assets: Private Markets
Alternative Assets Under Management: $364.4M6
Managed Since: 1991
6 - Canadian pension assets under management as of 12/31/2015; 1 USD = CAD 1.3839

HILLSDALE INVESTMENT MANAGEMENT INC.
Harry Marmer, Executive Vice-president, Institutional Investment Services; 100 Wellington St. W., Toronto, ON M5K 1J3
PH: 416-913-3907
Fax: 416-913-3901
eMail: hmarmer@hillsdaleinv.com
Web: www.hillsdaleinv.com
Alternative Assets: 130/30, Long-Short, Hedged Absolute Return
Alternative Assets Under Management: $70M
Ownership: Principals - 80%, Third-party - 20%
Managed Since: 1996

INSTARAGF ASSET MANAGEMENT INC.
Sarah Borg-Olivier, Senior Vice-president; 66 Wellington St. W., 31st Floor, Toronto, ON M5K 1E9
PH: 416-815-6224
eMail: info@instaragf.com
Web: www.instaragf.com
Alternative Assets: Infrastructure
Managed Since: 2014

INTEGRA CAPITAL LIMITED
Charles Swanepoel, Chief Investment Officer; 200-2020 Winston Park Dr., Oakville, ON L6H 6X7
PH: 905-829-1131
Fax: 905-829-0358
eMail: contactus@integra.com
Web: www.integra.com
Alternative Assets: Hedge Funds, Infrastructure Debt, Infrastructure Equity, Real Estate, Commercial Mortgages, Real Assets, Currency, Managed Futures, Bridge Financing, Real Estate Investment Trusts, Supply Chain Financing
Alternative Assets Under Management: $228.5M
Ownership: Principals - 90.5%, Gryphon Investment Counsel - 9.5%
Managed Since: 2011
Relationships: Stonebridge Financial Corp.; Bentall Kennedy; ACM Advisors; Phillips, Hager & North; Nuveen Asset Management; Columbia Management Investment Advisors; The Cambridge Strategy; The Bornhoft Group; TREZ Capital; Presima Inc.; Fengate Capital; Standard Life Investments; Cortland Credit Group Inc.

INTEGRATED ASSET MANAGEMENT CORP.
David Mather, Executive Vice-president; 70 University Ave., Ste. 1200, Toronto, ON M5J 2M4
PH: 416-933-8274
Fax: 416-760-7446
eMail: dmather@iamgroup.ca
Web: www.iamgroup.ca
Alternative Assets: Mid-term Private Debt, Infrastructure Debt, Real Estate, Managed Futures
Alternative Assets Under Management: $1,900M
Ownership: Principals - 65%, Public - 35%
Managed Since: 1998

INVESCO CANADA LTD.
Michael Peck , Senior Vice-president, Institutional; 120 Bloor St.E. Ste 700, Toronto, ON M4W 1B7
PH: 416-324-7679
Fax: 416-590-7742
eMail: michael.peck@invesco.com
Web: www.institutional.invesco.ca
Alternative Assets: Offerings include Commodities, Infrastructure, MLPs, Real estate securities, Direct real estate, Bank loans, Unconstrained fixed income, currency, global macro, hedged equity, long/short equity, market neutral, risk balanced, direct private equity, private equity fund of funds
Alternative Assets Under Management: $742.5M
Ownership: Principals - 10, Public - 90
Managed Since: 1980

JC CLARK LTD.
Carolyn Poirier, Business Development; 130 Adelaide St. W., Toronto, ON M5H 3P5
PH: 416-361-4530
Fax: 416-361-0128
eMail: carolyn@jcclark.com
Web: www.jcclark.com

LAKEROAD ASSET MANAGEMENT INC
Jonathan Lehoux, Portfolio Manager; 300, Saint-Paul St., Ste.. 220, Québec, QC G1K 7R1
PH: 418-997-3397
eMail: jlehoux@lakeroad.ca
Web: www.lakeroad.ca
Alternative Assets: Quantitative N-A Equities
Alternative Assets Under Management: $60M
Ownership: Principals
Managed Since: 2012

LASALLE INVESTMENT MANAGEMENT
Zelick Altman, International Director; 199 Bay St., Ste. 4610, Toronto, ON M5L 1G3
PH: 416-304-6000
Fax: 416-304-6001
eMail: zelick.altman@lasalle.com
Web: www.lasalle.com
Alternative Assets: Real Estate
Alternative Assets Under Management: $1,694M
Ownership: Public
Managed Since: 1980

LOUISBOURG INVESTMENTS
Luc Gaudet, Chief Executive Officer; 770 Main St., 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, Canadian Equity Index Enhanced
Alternative Assets Under Management: $103M
Ownership: Principals - 70%, Louisbourg Senior Investment Staff - 30%
Managed Since: 1999
Relationships: Culross Global Investment Management Hedge Fund

MANULIFE ASSET MANAGEMENT
Adam Neal, Senior Managing Director, Canadian Head of Sales & Relationship Management; NT5, 200 Bloor St. E., Toronto, ON M4W 1E5
PH: 416-926-3000
eMail: adam_neal@manulifeam.com
Web: www.manulifeam.com
Alternative Assets: Agriculture, Infrastructure, Real Estate, Timber, Private Debt, Private Equity
Alternative Assets Under Management: $2,255.8M
Ownership: Manulife Financial Corporation
Managed Since: 1985

MORGUARD INVESTMENTS LIMITED
Luigi Luppi, Director, New Business & Investor Services; 55 City Centre Dr., Ste. 800, Mississauga, ON L5B 1M3
PH: 905-281-5383
Fax: 905-281-1800
eMail: lluppi@morguard.com
Web: www.morguard.com
Alternative Assets: Real Estate
Alternative Assets Under Management: $13,205.8M
Ownership: Morguard Corporation
Managed Since: 1975

NORTHERN TRUST ASSET MANAGEMENT
David Lester, Senior Vice-president; 1910-145 King St. W., Toronto, ON M5H 1J8
PH: 416-775-2215
Fax: 416-366-2033
eMail: dl101@ntrs.com
Web: www.northerntrust.com
Alternative Assets: Hedge Funds, Private Equity, Real Estate, Infrastructure
Alternative Assets Under Management: $133.4M
Ownership: Public
Managed Since: 1982
Relationships: Third party advisors create Fund-of-Fund Alternative Investment Programs

NORTHLEAF CAPITAL PARTNERS
Nadine Cannata, Vice-president; 79 Wellington St. W., 6th Floor, Box 120, Toronto, ON M5K 1N9
PH: 416-477-6623
Fax: 416-304-0195
eMail: nadine.cannata@northleafcapital.com
Web: www.northleafcapital.com
Alternative Assets: Global Private Equity (Funds, Secondaries, Direct Co-investments); Private Equity Secondaries (Fund Interests, Structured Transactions, Direct Secondaries); Infrastructure (Direct Investments)
Alternative Assets Under Management: $7,312.3M
Ownership: Principals
Managed Since: 1969

PERENNIAL ASSET MANAGEMENT CORP.
Murray Belzberg, President; 225A MacPherson Ave., Ste. 201, Toronto, ON M4V 1A1
PH: 416-966-2552
Fax: 416-966-5005
eMail: mbelzberg@perennialasset.com
Web: www.perennialasset.com
Alternative Assets: Tactical North American Equity - Macro, Tactical North American Fixed Income - Macro
Alternative Assets Under Management: $184.3M
Ownership: Principals - Murray Belzberg, Jim Ruess
Managed Since: Jan 3, 2005
Relationships: None

PHILLIPS, HAGER & NORTH INVESTMENT MANAGEMENT
John Skeans, Head of Consultant Relations (Canada); 20th Floor, 200 Burrard St., Vancouver, BC V6C 3N5
PH: 604-408-6238
Fax: 604-685-5712
eMail: jskeans@phn.com
Web: www.phn.com
Alternative Assets: Hedge Funds - Multi-Strategy, Hedge Funds - Fund of Funds, Infrastructure Debt, Canadian & US/World Equity (Long/Short & Market Neutral), Convertibles*, Direct Lending*, Global Macro*, Distressed Debt*, Emerging Market Debt - Absolute Return*, Investment Grade Bond - Absolute Return*7
Alternative Assets Under Management: $352.1M8
Ownership: Public
Managed Since: 2002
Relationships: BlueBay Asset Management LLP
7 - *Managed by BlueBay Alternative Investments
8 - Amount includes assets held by Canadian institutional & individual pension plans

PIMCO CANADA CORP.
Greg Hiltz, Vice-president; 199 Bay St., Ste. 2050, Toronto, ON M5L 1G2
PH: 416-368-3349
Fax: 416-368-3576
eMail: infocanada@pimco.com
Web: www.pimco.ca
Alternative Assets: Absolute Return, Global Credit Opportunity, Managed Volatility, Mortgages, Synthetic Commodities, Tail Risk Hedging
Alternative Assets Under Management: $736.1M
Ownership: PIMCO Canada Corp.
Managed Since: 1992

PORTFOLIO ADVISORS, LLC
Steve Pines, Senior Vice-president; 9 Old Kings Highway S., Darien, CT 06820
PH: 203-724-7791
Fax: 203-662-0013
eMail: spines@portad.com
Web: www.portad.com
Alternative Assets: Private Equity, Private Real Estate, Private Credit
Alternative Assets Under Management: $433M9
Ownership: Employee-owned
Managed Since: 1994
9 - Includes total capital commitments to PA-sponsored vehicles

PRESIMA, INC.
Robin Marcoux, Director, Client Service & Business Development; 1000, place Jean-Paul-Riopelle, Ste. E-400, Montreal, QC H2Z 2B6
PH: 514-673-1303
eMail: rmarcoux@presima.com
Web: www.presima.com
Alternative Assets: Global Listed Real Estate Securities (REITs)
Alternative Assets Under Management: $732.9M10
Ownership: Wholly-owned subsidiary of NAB Asset Management.
Managed Since: 1999
10 - Assets held by Canadian institutions. Total assets under management at December 31, 2015 is C$1,391.42M

ROMSPEN INVESTMENT CORPORATION
Dianna Price, Executive Vice-president Investor Relations, Business Development; 162 Cumberland St., Ste. 300, Toronto, ON M5R 3N5
PH: 416-928-5105
Fax: 416-966-1161
eMail: diannaprice@romspen.com
Web: www.romspen.com
Alternative Assets: Canadian Mortgages, US Mortgages, Canadian Real Estate, US Real Estate
Alternative Assets Under Management: $126M
Ownership: Principals
Managed Since: 1966
Relationships: Not Applicable

ROSS SMITH ASSET MANAGEMENT
Paige Knight, Manager of Investor Relations; Ste. 305, 407 - 8th Ave. S.W., Calgary, AB T2P 1E5
PH: 403-263-9104
eMail: info@rsam.ca
Web: www.rsam.ca
Alternative Assets: Structured Product Relative Value Strategy, Corporate Action Relative Value Arbitrage Strategy
Alternative Assets Under Management: $75M
Managed Since: 2008

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: Principals
Managed Since: 1998

RUSSELL INVESTMENTS CANADA
Joseph Gelly, Managing Director & Head of Institutional; 100 King St. W., Ste. 5900, Toronto, ON M5X 1E4
PH: 416-640-2507
Fax: 416-362-4494
eMail: jgelly@russellinvestments.com
Web: www.russell.com/ca
Alternative Assets: Infrastructure, Real Estate, Real Assets
Alternative Assets Under Management: $307.8M
Ownership: The London Stock Exchange Group
Managed Since: 1984
Relationships: Colonial First State Asset Management Australia (Limited); Cohen & Steers Capital Management Inc.; Nuveen Asset Management, LLC; Russell Implementation Services; Morgan Stanley Investment Management Inc.; Deutsche Asset & Wealth Management

SARONA ASSET MANAGEMENT
Gerhard Pries, Chief Executive Officer; 55 Victoria St. N., Unit K, Kitchener, ON N2H 5B7
PH: 519-883-7557
eMail: sarona@saronafund.com
Web: saronafund.com
Ownership: Principals - 90%, Third-party - 10%
Managed Since: 2010

SEI INVESTMENTS CANADA COMPANY
Tom Reimer, Head of Institutional Sales; 70 York St., Ste. 1600, Toronto, ON M5J 1S9
PH: 416-847-6370
Fax: 416-777-9093
eMail: treimer@seic.com
Web: www.seic.com
Alternative Assets: Real Estate, Hedge Funds, Private Equity, Futures Index
Alternative Assets Under Management: $40M
Ownership: Public
Managed Since: 1996

SPARTAN FUND MANAGEMENT INC.
Brent Channell, Managing Director; 100 Wellington St. W., Ste. 2101, Toronto, ON M5K 1J3
PH: 416-601-3172
Fax: 416-601-5611
eMail: bchannell@spartanfunds.ca
Web: www.spartanfunds.ca
Alternative Assets: Event, CTA, Thematic - Real Estate bubble, Life Settlements, Long/Short Equity (Quantitative), Short-term Active, Discretionary Trend Following Equity, Volatility Arbitrage, Index Arbitrage, Micro Cap, Emerging Markets, Income Fund
Ownership: Principals
Managed Since: 2006
Relationships: MMCAP Canadian, Dorset, Libertas, Perisen, ElevenFund, LSQ, Teraz, onTREND, APQ, Avondale, MV Performance, qmetrica, Ten Point, MM Fund

STATE STREET GLOBAL ADVISORS, LTD.
Michael W. Brown, Vice-president, Canada Consultant Relations; 30 Adelaide St. E., Ste. 500, Toronto, ON M5C 3G6
PH: 647-775-5778
Fax: 647-775-7264
eMail: michael_w_brown@ssga.com
Web: www.ssga.com/canada
Alternative Assets: Absolute Return, Commodity, Asset Allocation, Alternative Investments (includes Global Macro), & Real Estate
Alternative Assets Under Management: $296.4M
Ownership: Principals - <5%, Public - >95%, State Street Global Advisors, Ltd. (“SSGA Canada”) is a limited liability corporation incorporated under the laws of Canada. SSGA Canada is a wholly-owned subsidiary of SSGA International Holdings Inc. (“SSGA IH”). SSGA IH is a wholly-owned subsidiary of SSGA Inc., which is a wholly-owned subsidiary of State Street Corporation. State Street Corporation is a publicly traded bank holding company whose shares are traded on the New York Stock Exchange under the symbol “STT.”
Managed Since: 1998
Relationships: Not Applicable

STONEBRIDGE FINANCIAL CORPORATION
Yvon J. Jeghers, Vice-president & Managing Director; 20 Adelaide St. E., Ste. 1201, Toronto, ON M5C 2T6
PH: 416-364-3001
Fax: 416-364-1565
eMail: yjeghers@stonebridge.ca
Web: stonebridge.ca
Alternative Assets: Canadian Private Infrastructure Debt
Alternative Assets Under Management: $332M11
Ownership: Principals
Managed Since: 1999
11 - Total Asset Under Administration $2,960M; Total AUM $455M; Total alternatives include $145.7 M of pension plan commitments to SIDF II

SUN LIFE INSTITUTIONAL INVESTMENTS (CANADA) INC
Carl S. Bang, President; 150 King St. W., Toronto, ON M5H 1J9
PH: 416-204-3855
eMail: carl.bang@sunlife.com
Web: sunlifeinvestmentmanagement.com
Alternative Assets: Real Estate, Private Debt, Commercial Mortgages
Ownership: Sun Life Financial
Managed Since: 2014

THE GREAT-WEST LIFE ASSURANCE COMPANY
Craig Christie, Vice-president, Institutional Investment Solutions; 100 Osborne St. N., Winnipeg, MB R3C 3A5
PH: 204-946-4083
Fax: 204-946-8818
eMail: institutionalinvestmentsolutions@gwl.ca
Web: www.greatwestlife.com
Alternative Assets: Real Estate Fund (GWL Realty Advisors), Mortgage Fund (Portico)
Ownership: Principals
Managed Since: 1981 (Real Estate Fund), 1966 (Mortgage Fund)
Relationships: GWL Realty Advisors Inc, Portico Investment Management (a division of GLC Asset Management Group)

THE WATERFRONT GROUP12
Dan Wynnyk, Co-founder; 390 Brant St., Ste. 500, Burlington, ON L7R 4J4
PH: 905-631-2585
Fax: 905-634-9666
eMail: dan.wynnyk@cibc.ca
Web: www.thewaterfrontgroup.ca
Alternative Assets: Commercial Real Estate, Private Credit, Land Development, Distressed Debt
Ownership: Principals
Managed Since: 2007
Relationships: Marshall Zehr, Trez, Third Eye Capital, Onyx, Waratah, Pimco, Starlight, Kensington Private Equity, Starlight
12 - CIBC Wood Gundy

TIMBERCREEK ASSET MANAGEMENT INC.
Carrie Morris, Managing Director, Capital Markets & Corporate Communications; 25 Price St., Toronto, ON M4W 1Z1
PH: 416-923-9967
Fax: 416-848-9494
eMail: cmorris@timbercreek.com
Web: www.timbercreek.com
Alternative Assets: Mortgage, Senior Mortgage, Global Real Estate, US Multi-residential
Alternative Assets Under Management: $5,000M
Ownership: Principals
Managed Since: 1999

TRIASIMA PORTFOLIO MANAGEMENT INC.
Nathalie Nowlan, Associate, Business Development & Client Servicing; 1200-1555 Peel St., Montreal, QC H3A 3L8
PH: 514-906-0667
Fax: 514-384-3060
eMail: clients@triasima.com
Web: www.triasima.com

TRIOVEST REALTY ADVISORS INC.
David Robins, Chief Investment Officer; 40 University Ave., Ste. 1200, Toronto, ON M5J 1T1
PH: 416-362-0045
Fax: 416-362-9646
eMail: drobins@triovest.com
Web: www.triovest.com
Alternative Assets: Real Estate
Alternative Assets Under Management: $7,700M
Ownership: Principals
Managed Since: 1985

UBS ASSET MANAGEMENT (CANADA) INC.
David Coyle, Executive Director; 161 Bay St., Ste. 4100, Toronto, ON M5J 2S1
PH: 416-681-5200
Fax: 416-681-5100
eMail: david.coyle@ubs.com
Web: www.ubs.com
Alternative Assets: Real Estate; Global Multi-manager & Direct US, European, Asian, & Farmland Infrastructure Debt & Equity; Global Direct & Global Multi-manager; Hedge Funds; Single Manager Multi-strategy & Advisory Fund-of-Funds, Private Equity; Global Multi-manager
Alternative Assets Under Management: $1,203.3M
Ownership: Wholly owned subsidiary of UBS AG
Managed Since: 1997

UNIGESTION ASSET MANAGEMENT (CANADA) INC.
Heather Cooke, Director, Institutional Clients; TD Canada Trust Tower, 161 Bay St., 27th Floor, Toronto, ON M5J 2S1
PH: 647-350-2020
eMail: hcooke@unigestion.com
Web: www.unigestion.com
Alternative Assets: Private Equity, Hedge Funds
Alternative Assets Under Management: $7,536M13
Ownership: Principals - 73%, Third-party - 27%
Managed Since: 1986
13 - AUM of Alternatives Globally

VERTEX ONE ASSET MANAGEMENT INC.
David Wallin, Vice-president; Ste. 3200 - 1021 W. Hastings St., Vancouver, BC V6E 0C3
PH: 604-681-5183
eMail: dave@vertexone.com
Web: www.vertexone.com
Alternative Assets: Hedge Funds (Event Driven), Managed Accounts, Option Overlays & Direct Credit/Mezzanine Financing
Alternative Assets Under Management: $183M14
Ownership: Principals
Managed Since: 1998
14 - Institutions include pensions, foundations, family offices & fund of hedge funds

WELLINGTON MANAGEMENT COMPANY LLP
Akin Greville, Managing Director & Business Development Manager; 280 Congress St., Boston, MA 02210
PH: 617-951-5000
eMail: mig@wellington.com
Web: www.wellington.com
Alternative Assets: Equity Hedge Funds, Market Neutral, Multi-strategy, Macro, Relative Value, Target Return, Real Return, Inflation Hedge, Commodities, Managed Futures, Real Assets, Private Capitals, Beta 1+
Alternative Assets Under Management: $822M
Ownership: Principals
Managed Since: 1994

YTM CAPITAL ASSET MANAGEMENT LTD.
Daniel Child, Partner; 295 Robinson St., Ste. 202, Oakville, ON L6J 4V1
PH: 905-844-1661
eMail: daniel.child@ytmcapital.com
Web: www.ytmcapital.com
Alternative Assets: Class A, Class F, Class I
Alternative Assets Under Management: $180M
Ownership: Principals
Managed Since: 2010

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