Arthur Grayfer Email & Phone Number

Relationship manager to a wide range of North American asset managers (pension funds, mutual funds, insurance funds, family offices and hedge funds), with a focus on equities in the North American energy sector. The current account list is responsible for over $10 billion in energy AUM.Introduced investors to energy equity investment opportunities. As part of the institutional team, helped raise and place billions in equity capital. This included the first successful Canadian energy IPO in numerous years. In addition, part of the team that raised capital for numerous private cleantech and technology startups focused on carbon nanofiber development, digital verification, geologic AI and earned wage access technology.Developed strong working relationships with senior executives and investor relations professionals across the Canadian energy sector, which led to being a trusted connection for market intelligence and perspective on strategy. As a result, consistently ranked as a Canadian Top Gun Sales Professional by Brendan Wood International and has been able to materially grow revenues, even during periods of lengthy sector downturns. High level of understanding of ESG investor themes, concerns, considerations, as well as familiarity with ESG reporting standards.

Responsible for leading CIBC’s equity coverage of the Canadian Large-cap E&P, Oil Sands, Integrateds and Mid-cap E&P sectors, as well as collaborating with and contributing to CIBC’s macro research on global commodity markets, economics, fixed income and market strategy. Recognized as the #2 Oil & Gas Large Cap Analyst by Brendan Wood International in 2017 and regularly quoted in the business media, including The Globe and Mail, The Financial Post, BNN and Bloomberg. Crafted comprehensive industry, macro and company-specific forecasts to examine long-term intrinsic value for corporate entities. The analysis undertaken utilized numerous valuation methodologies such as NPV, NAV, IRR, ROCE, P/I and FCF. Created comprehensive NAVs to value the diverse range of operations for each company under coverage, including upstream, downstream and international segment financial forecasts. Analyzed, ranked, and provided external editorial commentary on strategic initiatives for numerous companies in the same ecosystem. Created new economic and financial models tailored to specific scenario analysis and undertook sensitivity/scenario analysis for a range of business outcomes. Organized two ESG/sustainability conferences and one on emerging trends in technology that will improve the environmental footprint of Canadian energy.Authored thematic research examining supply/demand outlooks for the following: o Global crude outlooks o Canadian oil differential outlooks o Emission & cost sustainability trends/outlook for the Canadian Oil Sandso Technology trends in the Canadian energy spaceo Comprehensive resource play & asset deep dives Cultivated deep relationships with many buy side investors, becoming a trusted advisor for analysis on company-specific and macro events. Mentored younger analysts to develop analytical skillsets, collaboration and business acumen.

Six Canadian small-cap oil and gas producers under coverage and supported senior analyst with coverage of nineteen oil and gas companies.Conducted comprehensive industry, macro and company-specific forecasts to value companies under coverage. The analysis undertaken utilized numerous valuation methodologies such as NPV, NAV, IRR, ROCE, P/I and FCF metrics. Created comprehensive NAVs to value the diverse range of operations for each company under coverage, including upstream and international ops financial forecasts. Analyzed, ranked, and provided editorial commentary on strategic initiatives/vision for numerous companies in the same ecosystem. Mentored and supported the development of junior team members.