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, 2017

AB
Wendy Brodkin, Managing Director, CA, CFA, ICD.D; 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.alliancebernstein.com/institutional
Alternative Assets: AB’s offerings include traditional alternatives, such as hedge funds, alternative risk premia, multi-manager hedge funds, real estate, private equity and infrastructure, as well as a growing platform of liquid alternatives that include US 1940-Act mutual funds and UCITS.
Alternative Assets Under Management: $429.7M
Ownership: Principals - 64.71%, Public - 24.23%, Third-party - 11.06% ([1] 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. 2 Public and other. 3 Direct and indirect ownership including unallocated units in deferred compensation plans. Publicly-held: Public and other. Third party: 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 50 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 in-house 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 multi-manager (FOF) offerings, we invest in external hedge fund managers. We would be pleased to provide further information about these managers upon request.

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: $2,007.2M1
Ownership: Principals - 100
Managed Since: 1993
1 - Represents a total increase of $204.6M since December 31, 2015

ALGONQUIN CAPITAL
Raj Tandon, Founding Partner; 1 King St. W., Ste. 1502, Toronto, ON M5H 1A1
PH: 416-214-3493
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. Private Credit.
Alternative Assets Under Management: $0M
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, Global Long/Short, U.S. Credit Long/Short, Market Neutral, Managed Futures
Alternative Assets Under Management: $500M
Ownership: Principals - Jim McGovern, Mark Purdy
Managed Since: 2000

AUSPICE
Tim Pickering, CIO; #510, 1000 7th Ave. SW, Calgary, AB T2P 5L5
PH: 888-792-9291
eMail: info@auspicecapital.com
Web: www.auspicecapital.com
Alternative Assets: CTA/Managed Futures Single Commodity Broad Commodity Managed Accounts
Ownership: Principals - 95, Third-party - 5 (no)
Managed Since: 2006
Relationships: Direxion Investments USA US Commodity Funds

BARINGS
Michael Annis, Institutional Investor Relations, Canada; Brookfield Place, 161 Bay St., 27th Floor, Toronto, ON M5J 2S1
PH: 416-572-2737
Fax: 416-572-4100
eMail: michael.annis@barings.com
Web: www.barings.com
Alternative Assets: Private Equity Real Estate, Private Debt Real Estate, Public Equity Real Estate, Public Debt Real Estate, Private Equity Growth, Private Equity Venture, Private Equity Buyouts, Private Equity Asset Based, Real Assets – Infrastructure, Real Assets – Natural Resources, Real Assets – Capital Assets, Real Assets - Intangible Assets
Alternative Assets Under Management: $331.8M
Ownership: Principals - 0%, Public - 0%, Barings has chosen to not provide Third Party Owners at this time for confidentiality reasons
Managed Since: 1993
Relationships: None

BENTALL KENNEDY (CANADA) LP
Malcolm Leitch, Chief Operating Officer, Investment Management; #1800-1055 Dunsmuir St., Vancouver, BC V7X 1C4
PH: 604-681-5000
Fax: 604-646-2805
eMail: mleitch@bentallkennedy.com
Web: bentallkennedy.com
Alternative Assets: Real Estate
Alternative Assets Under Management: $5,398M
Ownership: Sun Life Financial
Managed Since: 1911

BLACKROCK
Johnathan Chan, Associate; 161 Bay St., Ste. 2500, Toronto, ON M5J 2S1
PH: 416-643-4048
eMail: johnathan.chan@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: $5,097.4M
Ownership: PNC Financial Services Group, Inc. - 21.5% Institutional Investors, Employees & Public - 78.5%
Managed Since: 1994
Relationships: Portfolios of Hedge Funds managed by unaffiliated firms

BMG 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.bmg-group.com
Alternative Assets: Precious Metals Bullion (Gold, Silver, Platinum); Open-end Mutual Fund Trusts (BMG BullionFund, BMG Gold BullionFund, BMG Silver BullionFund; BMG BullionBars program - Individual Bullion Bars of Gold, Silver, Platinum; Gold, Silver & Platinum Maple Leaf Coins.
Alternative Assets Under Management: $286,549,073M
Ownership: Principals
Managed Since: 2002

BMO GLOBAL ASSET MANAGEMENT
Sam DiTella, Managing Director, Head of Institutional Sales & Service; First Canadian Place, 43rd Floor, 100 King St. W., Toronto, ON M5X 1A1
PH: 416-350-3126
Fax: 416-359-5950
eMail: Sam.DiTella@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
Alternative Assets Under Management: $32.6M
Ownership: BMO Financial Group
Managed Since: 1943
Relationships: <p>Alternative investments are currently offered by subsidiaries of BMO Financial Group.</p> <p>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.</p> <p> 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.</p>

BNY MELLON ASSET MANAGEMENT
Michael Parsons, Vice-president, Sales & Marketing; 200 Wellington St. W., Ste. 305, Toronto, ON M5V 3C7
PH: 416-840-8019
Fax: 416-840-8004
eMail: michael.parsons@bnymellon.com
Web: www.bnymellon.com
Alternative Assets: Private Equity, Private Debt, Hedge Funds, Hedge Fund of Funds
Alternative Assets Under Management: $58.6M
Ownership: Public
Relationships: Alcentra, Insight Investments, Siguler & Guff, EACM

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, Timber & Agriculture
Alternative Assets Under Management: $355.2M2
Ownership: Public
Managed Since: 2001
Relationships: N/A
2 - AUM provided is in $CAD

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.brookfield.com
Alternative Assets: Global Listed Infrastructure, Global REITs, US REITs, Alternative Fixed Income,Energy Infrastructure, Real Asset Solutions, Real Asset Debt
Alternative Assets Under Management: $486.7M3
Ownership: Public
Managed Since: 2001
3 - All Canadian pension assets

CAI CAPITAL MANAGEMENT CO.
Tracey McVicar, Managing Partner; 1000-510 Burrard St., Vancouver, BC V6C 3A8
PH: 604-694-2525
Fax: 604-694-2524
eMail: tmcvicar@caifunds.com
Web: www.caifunds.com
Alternative Assets: Lower 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: $718M
Ownership: Principals
Managed Since: 1971
Relationships: Northern Trust Global Advisors

CBRE GLOBAL INVESTORS
Pam Barnett, Corporate Communications Director; 515 S. Flower St., Los Angeles, CA 90071
PH: 213-683-4368
eMail: pam.barnett@cbreglobalinvestors.com
Web: www.cbreglobalinvestors.com
Alternative Assets: Private Real Estate Equity, Listed Real Estate, Infrastructure, and Private Equity and Debt.
Alternative Assets Under Management: $6,149.7M
Managed Since: 1972
Relationships: N/A

CENTURION ASSET MANAGEMENT
Paul Mayer, Vice-president, Business Development and Institutional Sales; 25 Sheppard Ave. W., Toronto, ON M2N 6S6
PH: 416-733-5622
Fax: 416-733-5621
eMail: pmayer@centurion.ca
Web: www.centurion.ca
Alternative Assets: Private REIT, Private Debt
Managed Since: 2003

CI INSTITUTIONAL ASSET MANAGEMENT
Tom Johnston, President, CI Institutional Asset Management; 2 Queen St.E., 19th Floor, Toronto, ON M5C 3G7
PH: 416-681-7084
Fax: 416-681-8849
eMail: tjohnston@ci.com
Web: www.ciinstitutional.com
Alternative Assets: Global Real Estate
Alternative Assets Under Management: $0M
Ownership: Principals - 5%, Public - 95%
Managed Since: 2016
Relationships: CBRE Global Investment Partners Limitied

CIBC ASSET MANAGEMENT
Doug MacDonald, CFA, 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.cibcam-institutional.com
Alternative Assets: Currency Overlay, Global Tactical Asset Allocation, Commodities.
Alternative Assets Under Management: $10,459M
Ownership: CIBC Asset Management Inc. is a wholly owned subsidiary of the Canadian Imperial Bank of Commerce (“CIBC”), a widely-held, publicly-traded company.
Managed Since: 1996

COLLIERS INTERNATIONAL
Blair Reeve, Vice-president, Business Development; 181 Bay St., Ste. 1400, Toronto, ON M5J 2V1
PH: 416-777-2200
Fax: 416-777-2277
eMail: Shawne.Fagan@colliers.com
Web: www.collierscanada.com/rems
Alternative Assets: Real Estate
Ownership: Public

CONNOR, CLARK & LUNN FINANCIAL GROUP
Brent Wilkins, Head of Institutional Sales (Canada); 1400-130 King St. W., P.O. Box 240, Toronto, ON M5X 1C8
PH: 416-364-5396
Fax: 416-363-2089
eMail: bwilkins@cclgroup.com
Web: www.cclgroup.com
Alternative Assets: Private Equity, Hedge Funds, Infrastructure (Traditional, Energy), Commercial Real Estate, Private Debt
Alternative Assets Under Management: $7,333.2M
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), MidStar Capital (Private Debt)

CORECOMMODITY MANAGEMENT, LLC
Jean Michaud, Managing Director & Senior Commodity Strategist; 680 Washington Blvd., Stamford, CT 06901
PH: 203-708-6584
eMail: jmichaud@corecommodityllc.com
Web: www.corecommodityllc.com
Alternative Assets: Commodities, Natural Resource Equities, Absolute Return
Alternative Assets Under Management: $357M
Ownership: Principals - N/A, Public - N/A, Third-party - N/A (N/A)
Managed Since: 2003
Relationships: N/A

CYGNUS INVESTMENT PARTNERS
Céline Yan, Partner, Institutional Markets; 181 Bay St., Toronto, ON M5J 2T3
PH: 416-583-5715
eMail: celine.yan@cygnusinvestmentpartners.com
Web: www.cygnusinvestmentpartners.com
Alternative Assets: Global Private Equity (funds and direct co-investments), Secondaries (fund), Global Private Credit (funds), Global Real Assets (Infrastructure, Real Estate and Energy - funds)
Relationships: Provides proprietary Canadian access to the investment strategies of KKR

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 - 15.00, Public - 85.00%, Federated Investors, Inc. is publicly traded, but privately controlled. Federated has shares of both Class A Common Stock, no par value per share (the “Class A Common Stock”), and Class B Common Stock, no par value per share (the “Class B Common Stock”), issued and outstanding. The Class B Common Stock is listed on the New York Stock Exchange (“NYSE”) under the symbol “FII”. Except under certain limited circumstances, the entire voting power of Federated is vested in the holder of the outstanding shares of the Class A Common Stock. All of the outstanding shares of Class A Common Stock are held by a Voting Shares Irrevocable Trust, dated May 31, 1989 (the “Voting Trust”), the trustees of which are J. Christopher Donahue, Thomas R. Donahue, and their mother, Rhodora J. Donahue. All executive officers and current directors as a group (13 persons), as of February 28, 2017, represent 7.1% ownership. We estimate that approximately 15% is held by employees and family members.
Managed Since: 2000
Relationships: N/A

FENGATE - REAL ASSET INVESTMENTS
Kevin Reid, Vice-president, Investor Relations; 77 King St. W., Ste. 4230, Toronto, ON M5K 1H1
PH: 905-491-6566
Fax: 905-491-6598
eMail: info@fengate.com
Web: www.fengate.com
Alternative Assets: Infrastructure, Real Estate, Private Equity, Growth Real Assets
Alternative Assets Under Management: $2,900M
Ownership: Principals
Managed Since: 2005

FIDELITY CANADA INSTITUTIONAL™
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@fidelity.ca
Web: institutional.fidelity.ca
Alternative Assets: Global Real Estate, Eurozone Real Estate, UK Real Estate
Alternative Assets Under Management: $50.9M
Ownership: Third-party - 100 (Privately-owned)
Managed Since: 1991

FIERA CAPITAL CORPORATION
Frederick Chenel, Vice-president, Business Development & Consultant Relations, Institutional Markets; 1501 McGill College Ave., Montreal, QC H3A 3M8
PH: 514-954-3300
Fax: 514-954-5098
eMail: fchenel@fieracapital.com
Web: www.fieracapital.com
Alternative Assets: Market Neutral, Long/Short Equity, Currency Management and Short Term Bond Arbitrage, Diversified Private Lending, Infrastructure Fund, Real Estate Fund, Properties CORE Fund, Multi-Strategy, Multi-Strategy Income, Agriculture
Alternative Assets Under Management: $5,370.7M
Ownership: Principals - 14%, Public - 58%, National Bank of Canada - 20%, Desjardins Group - 8%
Managed Since: 2006
Relationships: As part of its strategy to diversify its alternative offering and become a leader in the space, Fiera Capital has affiliated with alternative investment industry experts namely: Fiera Properties: Fiera Properties, a wholly-owned subsidiary of Fiera Capital, is a Canadian real estate investment manager that provides direct real estate investment opportunities. Fiera Private Lending: With the acquisition of Quebec-based Centria, Fiera Capital cemented its position in the private lending space furthering its objective to offer a wide range of alternative solutions to existing and prospective clients. Fiera Private Lending offers fund management expertise for real estate financing and short-term business financing. Comox: Fiera Comox, a joint venture between Fiera Capital Corporation and Fiera Comox partners, was created to manage the Fiera Comox Agriculture Fund. The fund invests directly in diversified farmlands at the global scale and is led by a team of seasoned portfolio managers with an established track record. Fiera Infrastructure: Fiera Infrastructure,a wholly-owned subsidiary of Fiera Capital, offers investors the management expertise of a team of highly experienced and specialized professionals who have an outstanding track record in the infrastructure asset class. ACM Advisors: Fiera Capital, in partnership with ACM Advisors, offers commercial mortgage investment opportunities through its Diversified Lending Fund for its clients.

FRANKLIN TEMPLETON INVESTMENTS
Matthew Williams, Head of Institutional and Client Services, Canada; 200 King St. W., Ste. 1400, Toronto, ON M5H 3T4
PH: 416-957-6000
eMail: matthew.williams@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
Alternative Assets Under Management: $1,530M
Ownership: Principals - 35%, Public - 65%
Managed Since: Over 25 years
Relationships: K2 Advisors | Franklin Real Asset Advisors | Darby | Franklin Templeton Solutions

GLC ASSET MANAGEMENT GROUP LTD.
Craig Christie, Vice-president, Institutional Investment Solutions, Great-West Life Assurance Company; 100 Osborne St. N., Winnipeg, MB R3C 3A5
PH: 204-946-4083
Fax: 204-946-8818
eMail: craig.christie@gwl.ca
Web: www.glc-amgroup.com
Alternative Assets: Mortgage, Private Debt
Ownership: Principals
Managed Since: 1966, 2017
Relationships: Portico Investment Management, a division of GLC Asset Management Group Ltd.

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, Private Equity Fund of Funds, Currency, and Commodities.
Alternative Assets Under Management: $4,324.5M
Ownership: The Goldman Sachs Group, Inc.
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)
Ownership: Principals
Managed Since: 1981
Relationships: GWL Realty Advisors Inc.

GREYSTONE MANAGED INVESTMENTS INC.
Sean Collins, Senior Vice-president, Institutional Relationships; Suite 4510, 77 King St. W., Toronto, ON M5K 1J3
PH: 416-309-2183
Fax: 416-309-2189
eMail: Inquiries@greystone.ca
Web: www.greystone.ca
Alternative Assets: Canadian Real Estate, Mortgages, Global Infrastructure
Alternative Assets Under Management: $14,523.5M
Ownership: Public - 0%, Third-party - 30% (Approximately 70% employee owned, and 30% client owned (Third Party). All full-time employees of Greystone are eligible to purchase shares in the Firm after one year of service.)
Managed Since: 1988
Relationships: None.

GUARDIAN CAPITAL REAL ESTATE INC
Robert Broley, Senior Vice-president; 199 Bay St., Commerce Court W., Ste. 3100, Toronto, ON M5L 1E8
PH: 416-947-4086
Fax: 416-364-9634
eMail: rbroley@guardiancapital.com
Web: www.guardiancapital.com
Alternative Assets: Real Estate, Strategic Income
Alternative Assets Under Management: $239.6M
Ownership: Wholly-owned by Guardian Capital Group Limited
Managed Since: 2013

HILLSDALE INVESTMENT MANAGEMENT INC
Harry Marmer, Executive Vice-president; 1 First Canadian Place, 100 King St. W, Toronto, ON M5X 1E4
PH: 416-913-3907
Fax: 416-913-3901
eMail: hmarmer@hillsdaleinv.com
Web: www.hillsdaleinv.com
Alternative Assets: Hedged Absolute Return Strategy, US Equity 130/30, Canadian Long/Short, Global Long/Short
Alternative Assets Under Management: $72.2M
Ownership: Principals - 80, Public - 0, Third-party - 20 (Private Investor)
Managed Since: 1996
Relationships: Not Applicable

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
Ownership: Principals - InstarAGF Inc., a joint-venture between Instar Group Inc. and AGF Management Limited
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: Infrastructure Debt, Infrastructure Equity, Real Estate, Commercial Mortgages, Real Assets, Bridge Financing, Real Estate Investment Trusts, Private Equity; Alternative Credit
Alternative Assets Under Management: $471.1M
Ownership: Principals - 90.5%, Gryphon Investment Counsel - 9.5%
Managed Since: 2011
Relationships: Stonebridge Financial Corp.; Bentall Kennedy; Phillips, Hager & North; Nuveen Asset Management; Trez Capital; MWI & Partners; Willis Towers Watson; CarVal Investors; Maple-Brown Abbott Limited; Mariner Investment Group; Resolution Capital

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, Mezzanine Debt Real Estate
Alternative Assets Under Management: $2,400M
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: $732.8M
Ownership: Principals - 12%, Public - 88%
Managed Since: 1980

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 Global Equities
Alternative Assets Under Management: $22M
Ownership: Principals
Managed Since: 2012

LASALLE INVESTMENT MANAGEMENT
John McKinlay, CEO, Canada; 22 Adelaide St. W., Ste. 2600, Toronto, ON M5H 4E3
PH: 416-304-6000
Fax: 416-304-6001
eMail: john.mckinlay@lasalle.com
Web: www.lasalle.com
Alternative Assets: Real Estate
Alternative Assets Under Management: $1,231M
Ownership: Public
Managed Since: 1980

MANULIFE ASSET MANAGEMENT
Adam Neal, Head of Distribution - Canada; 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, Derivatives, Infrastructure, Real Estate, Timber, Private Debt, Private Equity
Alternative Assets Under Management: $3,310.9M
Ownership: Manulife Financial Corporation
Managed Since: 1985
Relationships: Not applicable

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: $12,287.3M
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: $301.3M
Ownership: Public
Managed Since: 1982
Relationships: Third party advisors for single fund and fund-of-funds.

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); Private Credit (Direct Investments)
Alternative Assets Under Management: $11,518.2M
Ownership: Principals
Managed Since: 1969

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: institutional.phn.com/default.fs
Alternative Assets: Hedge Funds - Multi-Strategy, Hedge Funds - Fund of Funds, Infrastructure Debt, Canadian & World Equity (Long/Short & Market Neutral), Convertibles*, Direct Lending*, Global Macro*, Distressed Debt*, Emerging Market Debt - Absolute Return*, Investment Grade Bond - Absolute Return*4
Alternative Assets Under Management: $899.5M5
Ownership: Public
Managed Since: 2002
Relationships: BlueBay Asset Management LLP
4 - *Managed by BlueBay Alternative Investments
5 - Amount includes assets held by Canadian institutional & individual pension plans

PIMCO CANADA CORP.
Patrice Denis, Executive Vice-president; 199 Bay St., Ste. 2050, Toronto, ON M5L 1G2
PH: 514-989-3187
Fax: 416-368-3576
eMail: patrice.denis@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: $2,313M
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: $827.6M6
Ownership: Employee-owned
Managed Since: 1994
6 - Includes total capital commitments to PA-sponsored vehicles. USD --> CAD Exchange rate as of 12/31/17 at 1.2573

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
Alternative Assets Under Management: $885.3M7
Ownership: Wholly-owned subsidiary of NAB Asset Management.
Managed Since: 1999
Relationships: None.
7 - Assets held by Canadian institutions. Total assets under management were C$1,946.79M as at December 31, 2017.

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: $288.5M
Ownership: Principals
Managed Since: 1966
Relationships: Not Applicable

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 LIMITED
Andrew Kitchen, Managing Director, Canada Institutional; 100 King St. W., Ste. 4500, Toronto, ON M5X 1E4
PH: 416-362-8411
Fax: 416-362-4494
eMail: akitchen@russellinvestments.com
Web: russellinvestments.com/ca
Alternative Assets: Infrastructure, Real Estate, Real Assets
Alternative Assets Under Management: $689.6M8
Ownership: Principals - No Principals as Russell Investments is a privately-held corporation, Public - N/A, Third-party - N/A (N/A)
Managed Since: 1985
Relationships: The investment objective of Russell Investments Global Infrastructure Pool (the "Fund") is to provide long-term growth of capital and current income primarily through exposure to equity and fixed-income securities issued by companies that are involved in, or indirectly benefit from, the development, maintenance, servicing or management of infrastructures. Colonial First State Asset Management Australia (Limited), Nuveen Asset Management, LLC, Cohen & Steers Capital Management, Russell Investments Implementation Services, LLC. The investment objective of Russell Investments Global Real Estate Pool (the "Fund") is to provide current income and long-term capital growth primarily through exposure to real estate. The Fund invests primarily in equity and fixed income securities of companies, real estate investment trusts (REITs) and other trusts and entities around the world whose primary business is directly or indirectly related to the ownership, construction, development, management, financing or sale of real property. Morgan Stanley Investment Management Inc. Deutsche Asset & Wealth Management
8 - Ownership Structure For the below- Russell Investments’ ownership is composed of a majority stake held by funds managed by TA Associates (56.93% ownership) with minority stakes held by funds managed by Reverence Capital Partners (28.47% ownership) and Russell Investments’ management (14.60% ownership)

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

STONEBRIDGE FINANCIAL CORPORATION
Yvon Jeghers, Vice-president & Managing Director; 20 Adelaide St. E., Ste. 1201, Toronto, ON M5C 2T6
PH: 416-364-3001
Fax: 416-364-1557
eMail: yjeghers@stonebridge.ca
Web: www.stonebridge.ca
Alternative Assets: Private debt, infrastructure debt,
Alternative Assets Under Management: $588.5M9
Ownership: Principals - Robert Colliver 50%, Denis Bourassa 50%
Managed Since: 1998
9 - Refers to discretionary AUM managed by Stonebridge Infrastructure Debt Fund I and II.

SUN LIFE INSTITUTIONAL INVESTMENTS (CANADA) INC
Eugene Lundrigan, President, Sun Life Institutional Investments (Canada) Inc. and Head of Business Strategy, Sun Life Investment Management; 1 York St., Toronto, ON M5J 0B6
PH: 416-979-6451
eMail: Eugene.Lundrigan@sunlife.com
Web: www.sunlifeinvestmentmanagement.com
Alternative Assets: Private Debt, Commercial Mortgages
Alternative Assets Under Management: $2,199.1M10
Ownership: Sun Life Institutional Investments (Canada) Inc. is an indirect wholly-owned subsidiary of Sun Life Financial Inc., a publicly traded company listed on the Toronto (TSX), New York (NYSE) and Philippine (PSE) stock exchanges under the ticker symbol SLF.
Managed Since: 2014
Relationships: The Sun Life Investment Management group of institutional investment management companies comprises Sun Life Institutional Investments (Canada) Inc. and Bentall Kennedy (Canada) Limited Partnership in Canada, and Prime Advisors Inc., Ryan Labs Asset Management and Bentall Kennedy (U.S) Limited Partnership in the United States.
10 - Alternative investment assets for under management for Canadian pension funds includes commercial mortgages and private fixed income assets as of December 31, 2017.

TIMBERCREEK ASSET MANAGEMENT INC.
George Ganas, Senior Vice-president, Head of Business Development; 25 Price St., Toronto, ON M4W 1Z1
PH: 416-923-9967
Fax: 416-848-9494
eMail: gganas@timbercreek.com
Web: www.timbercreek.com
Alternative Assets: All strategies are focused on real estate through Private Equity, Private Debt, Public Equity and Public Debt.
Alternative Assets Under Management: $7,500M11
Ownership: Principals
Managed Since: 1999
11 - Includes syndicated debt under administration

TRIASIMA PORTFOLIO MANAGEMENT INC.
Nathalie Nowlan, Vice-president, Client Relationships; 1200-1555 Peel St., Montreal, QC H3A 3L8
PH: 514-906-0667
Fax: 514-384-3060
eMail: clients@triasima.com
Web: www.triasima.com
Alternative Assets: Canadian Long/Short Equity Strategy
Ownership: Principals
Managed Since: 2000
Relationships: Independent and employee owned firm

TRIOVEST REALTY ADVISORS INC.
Prakash David, Executive Vice-president - Development & Investments; 40 University Ave., Ste. 1200, Toronto, ON M5J 1T1
PH: 416-941-7835
Fax: 416-941-1281
eMail: Pdavid@triovest.com
Web: www.triovest.com
Alternative Assets: Real Estate
Alternative Assets Under Management: $9,100M
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/assetmanagement
Alternative Assets: Real Estate(Global Multi-manager & Direct US, European, Asian, & Farmland); Infrastructure Debt & Equity; Hedge Funds (Global Direct & Global Multi-manager, Merger Arbitrage, Single Manager Multi-strategy & Advisory Fund-of-Funds), Private Credit and Equity(Single Manager, Global Multi-manager)
Alternative Assets Under Management: $1,337.9M
Ownership: Wholly owned subsidiary of UBS AG
Managed Since: 1997

UNIGESTION ASSET MANAGEMENT (CANADA) INC.
Rémi Colcombet, Executive Director, Head of Institutional Clients - North America; TD Canada Trust Tower, 161 Bay St., 27th Floor, Toronto, ON M5J 2S1
PH: 647-350-2025
eMail: rcolcombet@unigestion.com
Web: www.unigestion.com
Alternative Assets: Private Equity, Alternative Risk Premia, Long/Short Equities, Hedge funds
Alternative Assets Under Management: $13,590M12
Ownership: Principals - 73%, Third-party - 27%
Managed Since: 1986
12 - AUM for Alternatives Globally

WELLINGTON MANAGEMENT COMPANY LLP
Alan J. Matijas, Managing Director, Canada; 280 Congress St., Boston, MA 02210
PH: 617-951-5000
eMail: publicationssupport@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: $881M
Ownership: Principals - 100
Managed Since: 1994

WILLIAM BLAIR
Jason Stefanelli, Director, Canada; 150 N. Riverside Plaza, Chicago, IL 60606
PH: 416-895-9448
eMail: jstefanelli@williamblair.com
Web: www.williamblair.com
Alternative Assets: Multi Alternative
Alternative Assets Under Management: $3,000M
Ownership: Principals - 100
Managed Since: 2009
Relationships: N/A

YTM CAPITAL ASSET MANAGEMENT LTD.
Daniel Child, Partner; 295 Robinson St., Ste. 202, Oakville, ON L6J 1G7
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: $330M
Ownership: Principals
Managed Since: 2010

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