Portfolio Management

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Veronika Hirsch

Portfolio Manager

A senior Portfolio Manager with Arrow Capital, Veronika Hirsch is a highly regarded Canadian equity manager with over 25 years investment experience. She makes frequent appearances on BNN and other business media outlets. Previously, Ms. Hirsch was Chief Investment officer at BluMont where she was Portfolio Manager of various Exemplar Funds. Previously, Ms. Hirsch co-founded Integrated Asset Management Corp., and served as a Vice President and Portfolio Manager at AGF and Fidelity Management. She began her career as a Portfolio Trader at Prudential, later rising to Vice President and Portfolio Manager. Ms. Hirsch holds a Bachelor of Commerce degree from McGill University and is a fellow of the Life Management Institute.

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Mark Purdy, CFA

Chief Investment Officer

Mr. Purdy serves as Chair of the Investment Committee at Arrow Capital Management. With over 20 years of related experience, Mr. Purdy shares responsibility for hedge fund manager selection and asset allocation process. He has served on Arrow Capital’s Investment Committee since its inception. Mr. Purdy held senior roles at BPI Financial Corporation and IBM Canada Ltd. Mr. Purdy graduated from the University of Toronto with a Bachelor of Commerce and Economics degree. Mr. Purdy is active in Varsity Blues alumni fundraising projects at the University of Toronto and is on the Board of the Ireland Park Foundation.

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Jim McGovern

Lead Portfolio Manager

Mr. McGovern founded Arrow Capital Management in 1999, bringing over 25 years of related experience. Previously he was President and Chief Executive Officer at BPI Financial Corporation (Canada), a publicly traded company that he co-founded thirteen years prior and which managed or administered over $6bn. Mr. McGovern is a founding and past Chairman of the Canada National Group of the Alternative Investment Management Association. Mr. McGovern graduated from the University of Toronto with a Bachelor of Commerce and Finance degree. He is active in charitable organizations, including Hedge Funds Care Canada and University Health Network. He also serves on the Board of Trustees of the Fraser Institute.

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Ted Whitehead, CFA

Senior Portfolio Manager

Ted Whitehead is a Senior Portfolio Manager with Arrow Capital, bringing over 30 years of experience in the Financial Industry. Prior to joining Arrow, Ted spent 20 years at Manulife Asset Management as a Senior Portfolio Manager managing Small/Mid and All Cap Portfolios. Previously he was a Trader at Credit Suisse and Investment Advisor at both RBC Dominion Securities and Walwyn Stodgell Cochran Murray.

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Alex Ruus, CFA

Portfolio Manager

Mr. Ruus brings over 20 years investment experience to his role as Portfolio Manager. The Leaders Fund, managed by Mr. Ruus, was awarded the “Alternative Strategies Lipper Award” in 2013. Previously, he worked at Chevron Canada Resources as an Engineer and was later appointed Portfolio Manager. Mr. Ruus has managed portfolios for Perigee Inc, Cumberland Asset Management, Northern Rivers Funds and BluMont Capital Corporation. Mr. Ruus has a Bachelor of Science in Engineering from the University of Calgary and an MBA from the Ivey School of Business at the University of Western Ontario.

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Ahson Mirza, CFA

Portfolio Manager

Ahson Mirza is a Portfolio Manager at Arrow Capital Management, he joined the firm in 2016. Prior to Arrow Capital, Ahson worked for Timelo Investment Management in Toronto and Formula Growth Limited in Montreal as an investment analyst. Ahson graduated from McGill University in 2010 with a Bachelors in Electrical Engineering and a minor in Finance.

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Lyn Wang, MSc

Risk Analyst & Trade Analyst

Lyn Wang is a Risk & Investment Analyst at Arrow Capital. Prior to joining Arrow, Lyn had an internship at Raymond James Ltd. as a Product Risk Associate. Lyn graduated from Simon Fraser University in 2017 with Master of Science in Finance. At SFU, Lyn was an Equity Research Analyst for the Materials Sector of Canada’s largest student-run endowment fund called SIAS.

Sub-Advisors

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James Hodgins, CFA

Chief Investment Officer, CHS Asset Management

Prior to co-founding Toronto based CHS Asset Management, Mr. Hodgins founded Canaccord Adams' Hedge Strategy Group, ranked #1 by Hedge Funds in the 2005 Brendan Woods Survey for Quality of Investment Ideas and Reputational Franchise. An avid student of the market with more than 15 years of experience, Mr. Hodgins is an accomplished hedge fund strategist. He has particular expertise in applying non-linear quantitative techniques grounded in behavioural finance, reflexivity and option theory to the relatively inefficient small cap market. Borrowing heavily from George Soros, Mr. Hodgins has coined the term "reflexive change" to explain a number of observed market inefficiencies. Before Canaccord, Mr. Hodgins worked in the quantitative investment division of the Ontario Teachers' Pension Plan, one of Canada's premier asset managers with more than $100bn under management. Mr. Hodgins holds a Business degree and an M.B.A. from the Simon School of Business, University of Rochester.

image for Geoff Phipps, CFA

Geoff Phipps, CFA

Co-Founder, Portfolio Manager & Head of Event Driven Strategies, CHS Asset Management

Mr. Phipps is Co-Founder, Portfolio Manager and Head of Event Driven Strategies at CHS Asset Management. While the Event Driven Strategies are Geoff’s focus, other duties including managing CHS’ trading operations, as well as idea generation for other strategies within the Curvature portfolio. Prior to co-founding CHS, Mr. Phipps and James Hodgins ran the Canaccord Adams proprietary trading group from 2004-2008. Geoff managed the arbitrage strategies, including merger arbitrage, convertible arbitrage, and warrant arbitrage. Previous to his tenure at Canaccord Adams, Mr. Phipps spent time working in the research department of a Canadian boutique investment bank and also at Ontario Teachers’ Pension Plan.

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Tom Edwards, CFA

Portfolio Manager, CHS Asset Management

Funds:

Tom Edwards, CFA is Portfolio Manager and Head of Quantitative Strategies for CHS Asset and is responsible for the design and implementation of Systematic Strategies. Mr. Edwards is a founding Partner of CHS Asset Management. Prior to CHS, Mr. Edwards was a member of the Canaccord Hedge Strategy and Proprietary Trading Group, after having spent three years at Manulife Investments.

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Mike MacBain

Founding Partner & Chief Investment Officer, East Coast Fund Management

Mike MacBain has over 30 years of experience in the financial services industry in various trading and senior management roles for leading investment dealers. Previously he was the Managing Director, Head of Global Debt Markets, RBC Capital Markets (2008-2009) and President of TD Securities (2002-2006) after holding senior management roles focused on derivatives, fixed income, money markets and foreign exchange globally. In 2004, he was awarded Canada’s “Top 40 Under 40 Business Person.” Mike has completed the Executive Management Program at Stanford University and earned his BA, Honours Economics and Finance, from McGill University.

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Anthony Hammill, CFA

Portfolio Manager, Broadview Capital Management Inc.

Anthony Hammill has been in the investment management industry since 1999. He joined Georgian Capital Partners in 1999 as a Research Analyst upon completing his Commerce degree at Queen’s University. He received his CFA designation in 2002 while working at AIC Investment Services and was promoted to Portfolio Manager in 2004. He moved to Trapeze Asset Management in early 2007 before leaving to co-found Broadview Capital Management in late 2008.

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Lee Matheson, CFA

Portfolio Manager, Broadview Capital Management Inc.

Lee Matheson has worked as a securities analyst since 2002. He has worked at a number of investment firms across Canada including Cundill Investment Research, KJ Harrison & Partners and AIC Investment Services, as well as New York-based Pike Capital Management. He joined Anthony in co-founding Broadview Capital Management in 2008. Lee holds the Canadian Investment Manager designation from the Canadian Securities Institute and became a CFA charterholder in 2009. Lee also serves on the Board of Directors of RDM Corp. (RC:TSX) and Medworxx (MWX:TSXV).

Sean Reynolds

Managing Director, Portfolio Manager/Analyst, Lazard Asset Management LLC (New York)

Sean Reynolds is a Portfolio Manager/Analyst for all capital structure and convertibles-based strategies. Prior to joining the Firm in 2007, Sean was a portfolio manager for convertible arbitrage strategies at SAC Capital Management from April 2003 to August 2006 and, subsequent to this, senior portfolio manager at Sailfish Capital Partners’ G2 Multistrategy Fund. Previously he was a convertible arbitrage portfolio manager at the Clinton Group, Inc. From 1997 to 2002, Sean was a managing director and Head of Convertibles Sales (US) at Deutsche Bank Securities, including a period as an executive member of the North American Management Committee, Deutsche Bank Equities. Prior to 1997, Sean was responsible for global convertible securities sales at UBS Securities and domestic convertibles at Merrill Lynch. He has been in the investment industry since 1993. Sean has an MBA from the Wharton School of the University of Pennsylvania and a BA in Math and BAI (BSc) in Engineering from Trinity College Dublin.

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Roland Austrup

Chairman & Chief Investment Officer, WaveFront Global Asset Management

Mr. Austrup brings over 25 years of experience in the investment industry to his roles as Chairman & Chief Investment Officer of WaveFront Global Asset Management. Responsible for strategic planning, development and enhancement of the trading programs, Mr. Austrup is registered with the Commodity Futures Trading Commission in the United States and with the OSC. Mr. Austrup is an Associate Member of the National Futures Association and a member of the Managed Funds Association. He is Director of the Master of Quantitative Finance program at the University of Waterloo. Mr. Austrup graduated with honours with a BA from the University of Western Ontario.

Glen Schneider, CFA

Partner, SG Capital Management, LLC

Funds:

Co-founder of Chicago-based SG Capital Management, Mr. Schneider's career spans over 20 years. Prior to co-founding SG Capital in 2002, he was Vice President, Portfolio Manager and Analyst of a long-only small capitalization product at Mesirow Financial Asset Management. In addition to conducting fundamental research, he managed a research analyst and oversaw all trading activity. Prior to that, he was an Equity Analyst for Coe Capital Management, providing long and short recommendations to the firm’s private client group, hedge fund and large institutional clients, and was an Investment Associate for Merrill Lynch. Mr. Schneider received his B.S. in Economics from the University of Wisconsin.

Sales

Ontario

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John Graham, CAIA

Managing Director, Sales
| jgraham@arrow-capital.com 416.847.3982

Managing Director of Sales in our Toronto office, Mr. Graham is responsible for the marketing and distribution of Arrow Capital Funds in Ontario. With over 15 years experience, Mr. Graham was previously Associate Vice-President of Sales and Marketing for a Canadian hedge fund. He graduated from McGill University with a Bachelor’s degree. 

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Pierre Lalonde

Managing Director, Sales
| plalonde@arrow-capital.com 416.642.3504

Pierre Lalonde has over 20 years experience in the financial services industry. He joined Arrow Capital as Managing Director, Sales after spending 22 years at CI Investments, where he worked in a variety sales and marketing roles. His pri-mary responsibilities include supporting the sales effort of advisors in his territory, covering the province of Ontario. Pierre graduated with a Bachelor of Arts in Busi¬ness Administration from UQAM (University of Quebec in Montreal).

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Scott Trimm

Managing Director, Sales
| strimm@arrow-capital.com 416.216.3542

Scott Trimm brings over 30 years experience to his role as Managing Director, Sales at Arrow Capital. He is responsible for the marketing and distribution of Arrow Capital funds covering southwest and northern Ontario. Scott has been active in a sales and relationship manager capacity for almost 20 years, most recently with Sentry Investments. Prior to Sentry, he spent 10 years at Franklin Templeton primarily as Regional Sales Manager. Scott is a graduate of the University of Toronto and holds a Bachelor of Science degree.

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Kailee Smith

Inside Sales Representative
| ksmith@arrow-capital.com 416.640.3679

Prior to joining Arrow Capital Management, Kailee Smith worked at TD Canada Trust and most recently at the alternative investment management firm, Alignvest Management Corporation. Kailee holds a Honours Bachelor of Arts degree from the University of Toronto and currently sits on the Programming & Event Planning Committee with the Alternative Investment Management Association (AIMA).

Scott Gordon

Regional Manager, Sales
| sgordon@arrow-capital.com 416.847.3986

Mr. Gordon brings over 10 years of experience to his role as Regional Manager, Sales in Arrow’s Toronto office. Mr. Gordon came to Arrow from Sentry Investments as an Internal Wholesaler working with IIROC & MFDA advisors. Prior to joining Sentry, Mr. Gordon was VP of Sales for an investment research firm in Manhattan, NY serving financial advisors, family offices, hedge funds and portfolio managers.

Ontario, Quebec, Atlantic Canada

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Brian Kremer

Managing Director, Sales
| bkremer@arrow-capital.com 416.428.7499

Managing Director of Sales in our Toronto office, Mr. Kremer is responsible for the marketing and distribution of Arrow Capital Funds in Ontario, Quebec and Atlantic Canada. Mr. Kremer has been working in the investment fund industry as a senior sales and relationship manager for over 17 years, bringing extensive experience in developing and distributing structured products and hedge funds to high net worth clients. Recent positions include Regional Vice-President for Invesco Trimark, Vice-President and National Sales Manager for the Canadian arm of Tremont Capital Management and Vice-President of Sales at Skylon Capital. Mr. Kremer earned his Bachelor’s degree from York University.

Alberta, Manitoba, Saskatchewan, British Columbia

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Robin Finlay

Managing Director, Sales - Alberta/Manitoba
| rfinlay@arrow-capital.com 403.668.5543

Managing Director of Sales in our Calgary office, Mr. Finlay is responsible for the marketing and distribution of Arrow Capital Funds in the provinces of Alberta and Manitoba. He began his career nearly 30 years ago at Richardson Greenshields, working in various roles in both Winnipeg and Toronto. Since then, he managed Rice Financial Group’s mutual fund division in Winnipeg, followed by time at Dynamic Mutual Funds, initially as Regional Sales Manager for the Prairies and promoted to Vice President of Sales for Western Canada. He earned his Bachelor’s degree in Economics and Statistics at the University of Manitoba.

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Nigel Stewart

Managing Director, Sales - Saskatchewan/BC
| nstewart@arrow-capital.com 778.373.5445

Mr. Stewart brings over 23 years of experience to his role as Managing Director of Sales in Arrow's Vancouver office. Responsible for the marketing and distribution of Arrow Capital Funds in the province of British Columbia and Saskatchewan, Mr. Stewart came to Arrow from Scudder Maxxum where he was Vice-President of Sales. Before that, he worked for BPI Financial Corporation, holding progressively more senior positions until eventually becoming Vice-President of Sales in British Columbia. He started his career at Deloitte and Touche working within the restructuring and advisory services department. Mr. Stewart graduated from the University of Western Ontario with a Bachelor’s degree.

Ron Langevin

Managing Director, Sales - BC
| rlangevin@arrow-capital.com 778.363.5453

Managing Director, Sales in the BC Interior, Mr. Langevin is responsible for the marketing and distribution of Arrow Capital investment solutions throughout BC. With over 15 years experience, Mr. Langevin was previously a Regional VP-Sales with Franklin Templeton Investments for 11.5 years. He graduated from Camosun College with a Finance and General Management diploma. He also holds the FMA and CIM designations through the Canadian Securities Institute.