Brian Huen

CIBC AM maintains a strong tradition of disciplined investment processes, prudently manages risk and develops customized and innovative solutions for their clients. The firm specializes in a variety of investment solutions such as equities, fixed income, currency management, liability-driven investments, asset allocation and responsible investments.

UBSC employs a value investment approach that is based on consideration of price to intrinsic value. The firm offers extensive insight and expertise across the traditional asset classes and investment styles, as well as passive strategies and alternative investments, which encompass single and multi-manager hedge funds, real estate, infrastructure and private equity.

CI Investments offers an array of mutual funds, including over 90 core funds. These funds include a range of portfolio managers who cover the full spectrum of investment styles and strategies focusing on various regions, asset classes and industries. Rather than offering just one investment style, the firm has engaged leading money managers in all disciplines: value, blend (growth at a reasonable price) and growth. CI Investments believes that their approach to responsible investing is aligned with the six principles that comprise the United Nations Principles for Responsible Investing.

Provides brokerage services

Provides brokerage services

TD Capital specializes in investments in buyouts, venture capital opportunities, private equity opportunities, distressed situations and mezzanine and special situations funds. The firm also makes direct co-investments in North America, Europe and Asia. In addition, TD Capital has an allocation to secondary investments. The firm invests primarily in mature companies in the financial services, healthcare, information technology, media and communications sectors. For their venture capital investments, TD Capital targets early- and growth-stage opportunities in enterprise software, information technology infrastructure, semiconductors, wireless and emerging technologies. Investments range from $1 million to $10 million. For their private equity investments, the firm focuses on investments in the US, Europe, Canada, Asia and Australia. They look for companies with clearly defined exit strategies. Their investment horizon is 3 to 7 years. TD Capital usually leads or co-leads transactions, but they also co-invest with other strong sponsors.

Functions as a College/University

Red Sky Capital Management's investment strategy seeks to generate superior risk-adjusted returns over the long term through long/short investments exclusively in North American equities and equity derivatives. The firm employs a rigorous approach which is fundamental in bias but also utilizes continuous risk monitoring and a strict policy on overall portfolio liquidity.