Eric Lees, Cfa Email & Phone Number

Winnipeg, Manitoba, Canada

HEB Manitoba is a multi-employer healthcare pension plan with approximately C$11 billion in plan assets. In this role, I report to the Senior Portfolio Manager and Head of Private Markets covering Infrastructure, Real Estate, Private Credit and Private Equity.Responsibilities include:Participate in the sourcing, pre-screening, and evaluation of prospective fund commitments and syndicated co-investments.Perform advanced quantitative and qualitative due diligence and analysis.Monitor and review the performance and risk profile of existing investments.Analyze and report on underlying asset class performance and risk based on portfolio exposures.Build and maintain financial models, spreadsheets, and databases (Preqin, Burgiss, Inframation, Bloomberg, TopQ).Actively participate in due diligence meetings and engage with investment managers.Prepare detailed reports and presentations for senior leadership and the Investment Committee.Develop and maintain relationships with industry participants, including limited partners, general partners, and placement agents.

Selected to participate on inaugural Advisory Board of AIFFL, which is a division of AIF Global. AIF Global is an investment think tank comprised of more than one hundred Chief and Senior Investment Officers across the world’s largest institutional asset owners and many of the world’s preeminent finance academics (from institutions including Harvard, MIT, Oxford, Yale, and the University of Chicago) and leading investment consultants. AIF Global’s boards are chaired by Harvard Business School Professor of Investment Banking Josh Lerner.AIFFL seeks to identify and engage a diverse cross-section of rising thought leaders within the global institutional asset owner community and to facilitate a constructive dialogue among them in furtherance of their respective organizations' investment objectives.

Winnipeg, Manitoba, Canada

Reported to the CFO. Bold Commerce is a portfolio company of Whitecap Venture Partners, Round13 Capital, and OMERS Ventures.Executed company's C$35m Series B financing round led by OMERS VenturesDeveloped Bold's SaaS KPIs and corresponding reporting framework. Monthly deliverables to both the Board and VCsManaged and executed the rollout of an ESOP software program to 350 employees

Winnipeg, Manitoba, Canada

Reported to the CFO. Farmers Edge is a portfolio company of FairVentures, the innovation initiative of Fairfax Financial Holdings LtdAssisted in the execution of the company's IPO, including both financial modeling and legal due diligenceBuilt a full three-statement financial model with 5-year projections for purposes of filing the company's IPO prospectus as well as roadshow materialCreation of a KPI reporting and monitoring frameworkAd hoc corporate development projects (impairment testing, valuations, industry sizing (TAM), competitor analysis)

Winnipeg, Canada Area

G3 is a 50/50 joint venture between the Saudi Agricultural and Livestock Investment Co ("SALIC") and BungeDeveloped project applications that included a qualitative industry and SWOT analysis in addition to financial return modeling (IRR, NPV, Payback Period)Development of company's 5-year business planAssisted in the execution of a C$1.0bln term loan syndicated by 16 global banksCash flow and working capital modellingCounterparty credit analysis

Winnipeg, Manitoba, Canada

Business recovery planningAcquisition of Financial Horizons Group from Genstar Capital. Role involved leading valuation of the business to determine a fair market value as well as accretion / dilution analysis.

Toronto, Ontario, Canada

Analyst, Global MiningAnalyst, Special Situations & Restructuring