David Tomljenovic Mba Llm Cim Email & Phone Number

Toronto, Ontario, Canada

Providing management consulting advisory services to diversified financial services organizations including banks, private equity, venture capital, credit unions, wealth management, investment and mortgage banking, insurance and financial holding companies.Areas of specialization include digital transformation, enterprise architecture and strategy, open.

Toronto, Canada Area

Provide financial and mergers and acquisition advisory services to accelerator participants with a focus in early stage fund raising activities ranging from Seed to Series B financing. Critiqued pitch book and investor presentation skills through weekly pitch presentations.Developed deep relationships with 3 accelerator participants resulting in.

Toronto, Canada Area

Retained by WaterTAP to create a fund strategy focusing on the development of an internally operated fund with an investment mandate focused on providing Seed and growth capital for companies who completed the WaterTAP acceleration process. Evaluated multiple fund strategies ranging from private equity, venture debt to socially responsible funds.Developed.

Toronto

The objective of the course is to understand the economics of, and financial metrics used in the analysis of real estate investments, debt and capital markets; to introduce students to the principal concepts and theories in real estate investment and finance and to expose students to the three major valuation approaches, cash flow proformas and the.

Toronto, Canada Area

Completed a thematic investment review that considered global and domestic economic conditions as well as high level social, technological and consumer trends to formulate a "view" of the market. This review resulted in the definition of an investable universe. Extensive company due diligence was performed on the companies included in the investable.

Toronto, Canada Area

Recruited to established Cantor Fitzgerald’s Canadian Diversified Industries and Technology investment banking business which includes specialty printing, specialty pharma, medical services, specialty manufacturing, gaming, financial technology, software among others.Hired and managed an entire from analyst through to Vice President. Also was part of the.

Toronto

Work on a broad range of transactions including an oil and gas project in Kazakhstan, a space equipment technology project in the United Kingdom and Russia as well as many domestic opportunities.Provided financing and M&A advisory service to sub-prime lenders and technology companies looking to make acquisitions in Europe including private equity as well.

Toronto

Specialized in global thematically driven equities and high yield debt. At peak valuations, had responsibility for investments in excess of $1 billion across Sprott’s mutual and hedge fund offerings.Delivered unaudited annual returns in excess of 30% per year for over three years from all long / short positions.Developed a proprietary idea generation.

Toronto

Completed all industry required accreditations to become a licensed ICPM / CIM.Benefitted from close working relationship with Eric Sprott, who provided 2 years of required supervised portfolio management experience with full discretion over $5MM of the Sprott Canadian Equity fund. Consistently generated high return investment ideas while expanding focus.

Toronto

Generalist analyst covering all sectors with a concentration on Canadian and US companies. Stock selection style was driven by the internal fund mandates as well as by the general macro-economic environment. Supported several portfolios and managers within Sprott who deployed value, GARP and growth / momentum styles and consistently produced top performing.

Toronto, Canada Area

Ranked analyst for Canadian special situations research and recognized for stock picking and early thematic identification accompanied by in-depth high quality published research. Analyzed hundreds of public companies and published research on software, online gambling, defense, specialty pharma and industrial mineral companies using a bottom up.

Toronto

Created fully integrated 3 statement financial models for investment banking clients and performed the required analysis to facilitate M&A, debt and equity financings.Performed due diligence on behalf of clients and corporate boards in the areas of fairness opinions and M&A as well as creating presentations used to develop investment banking clients and to.

Toronto

The company was responsible for technology advisory services and was also a startup technology incubator that produced 2 successful companies.

Toronto

Created a large database of all credits within the multinational banking group (corporate exposure >$25MM) down to the specific facility level which became the basis for a new risk / portfolio management system.

Toronto

Focused on the design and deployment of a new Nortel digital data network infrastructure that was deployed nationwide.

Masters Of Law (Ll.M), Corporate And Securities Law

Master Of Business Administration (Mba), Finance And Financial Management Services, 3.92 Gpa

Activities and Societies: Bregman Scholar

Honours Bachelor Of Arts, History

Ontario Approved Credit