Alec Macisaac Email and Phone Number
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Investment professional since 1997, with portfolio management and analytical experience in North American value and dividend equity strategies. Clients served include institutional, sub-advisory, and private clients.
Silver Lark Investment Counsel
View- Website:
- silverlark.ca
- Employees:
- 5
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Portfolio ManagerSilver Lark Investment CounselManitoba, Canada
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GardenerFreelance Aug 2024 - Present
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Portfolio ManagerBcv Asset Management May 2021 - Aug 2024Winnipeg, Canada AreaPrivate client portfolio manager , $900 million assets under management, Total Return Equity strategy with Canadian, US and International equities.• Make investment decisions for private client portfolios• Oversee analyst research • Establish research priorities• Manage Private Client portfolios and relationships• Business development via advisor channel• Write and record (video) quarterly commentary• Engage in strategic planning for firm and perform ongoing management duties• Interview and hire new staff• Conduct annual reviews with employees and advise on compensation• Active member of management committee
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Portfolio ManagerAntares Investment Management, Inc.* May 2017 - May 2021Winnipeg, Manitoba, CanadaPrivate client portfolio manager , $700 million assets under management, Total Return Equity strategy with Canadian, US and International equities. Served as Chief Compliance Officer. • Make investment decisions for private client portfolios• Oversee analyst research • Establish research priorities• Manage Private Client portfolios and relationships• Business development via advisor channel• Write and record (video) quarterly commentary• Engage in strategic planning for firm and perform ongoing management duties• Interview and hire new staff• Conduct annual reviews with employees and decide on bonus allocation• Oversee compliance -
Principal & Portfolio ManagerTetrem Capital Management 2011 - May 2017Winnipeg, Canada AreaNorth American equity manager, $5 billion assets under management, Value and Dividend Equity strategies in both Canadian and US Equities. Started as Investment Analyst, promoted to Senior Investment Analyst and ultimately Portfolio Manager - Member of Portfolio Management Team as of 2011; appointed Chief Compliance Officer as of 2015.• Make and execute investment decisions for institutional and private client portfolios• Oversee analyst research and trading• Establish research priorities• Manage Private Client portfolios and relationships• Present to groups of advisors, clients, and institutional consultants• Write quarterly commentary for multiple audiences• Engage in strategic planning for firm and perform ongoing management duties• Interview and hire new staff• Conduct annual reviews with employees and decide on bonus allocation• Oversee compliance
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Investment AnalystTetrem Capital Management 2004 - 2011Winnipeg, Canada Area• Perform fundamental and valuation analysis on individual companies following proprietary process• Maintain knowledge of companies and industries• Attend conferences, visit companies, interview senior management
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Senior Research AnalystIqon Financial Inc. 2002 - 2004Winnipeg, Canada AreaNational mutual fund dealer, owned by Sunlife and sold to Assante in 2004• Developed a proprietary product for high net worth clients• Conducted analysis and research for advisors on mutual funds and other investment products• Presented at regional conferences• Engaged in strategic planning as member of management team
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Associate AdvisorIqon Financial Inc. 1998 - 2002Calgary, Canada AreaBoutique financial planning firm with clients in Alberta and BC• Managed client portfolios of mutual funds – client-facing role• Developed financial plans for clients and helped with implementation
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Associate Financial PlannerFpc Investments 1997 - 1998Calgary, Alberta, Canada• Managed client portfolios of mutual funds – client-facing role• Developed financial plans for clients and helped with implementation
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English TeacherNova Interact Group 1995 - 1996Tokyo, JapanConversational English school with locations throughout Japan • Taught small groups of students of various ages and backgrounds
Alec Macisaac Skills
Alec Macisaac Education Details
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Philosophy
Frequently Asked Questions about Alec Macisaac
What company does Alec Macisaac work for?
Alec Macisaac works for Silver Lark Investment Counsel
What is Alec Macisaac's role at the current company?
Alec Macisaac's current role is Portfolio Manager.
What is Alec Macisaac's email address?
Alec Macisaac's email address is am****@****rem.com
What is Alec Macisaac's direct phone number?
Alec Macisaac's direct phone number is +120497*****
What schools did Alec Macisaac attend?
Alec Macisaac attended University Of Ottawa / Université D'ottawa.
What are some of Alec Macisaac's interests?
Alec Macisaac has interest in Kayaking, Soccer, Literature, Cycling, Theatre, Fitness, Music, Cross Country Skiing, Current Events.
What skills is Alec Macisaac known for?
Alec Macisaac has skills like Investments, Portfolio Management, Mutual Funds, Asset Allocation, Investment Management, Equity Research, Bloomberg, Financial Analysis, Equities, Asset Management, Wealth Management, Financial Modeling.
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Alec MacIsaac
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Alec MacIsaac
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