Alex Buffam, Cfa Email & Phone Number

Canada

Toronto, Ontario, Canada

Toronto, Canada Area

Toronto, Canada Area

Toronto, Ontario, Canada

Montreal, Canada Area

• Design and produce marketing material for financial products, conferences & events• Equity & Fixed Income analysis, focusing on Energy, Renewable Energy, and the Utilities sector• Hedge Fund analysis focusing on Renewable Energy and Merger Arbitrage• Assisted in design and production of IMA, IPS and KYC documents for international clients• Regularly engaged with the Senior Management Team to assist with client relations, organizing client meetings, conference calls and administrative work as needed• Using Excel, developed a client database actively used company wide to manage client relations, onboard new clients, and build relations with COI’s • Designed procedures for; General Office, Travel & Expenses, Email & Cyber Security• Negotiated a contract for VoIP phone systems & IT servers in Canada, Cayman Islands and Bahamas

Bishop'S University

The SEED portfolio is a student run portfolio through Bishop's University which allows students to gain hands on experience managing a portfolio of assets donated by alumni. Using a top down approach, each member works with our economic analyst to develop an industry outlook and weighting, followed by company analysis using a DCF. Each buy and sell recommendation is presented to a board of external directors who work within the financial industry.