John Kattan Email & Phone Number

Toronto, Canada

Private company founded by John Kattan September 2005 to provide independent consulting services to high net worth families, companies, business owners and professionals across Canada. Services include: risk management; debt financing solutions; private equity; financial planning, and; tailor made investment solutions. JKTW Services will structuring a solution that optimally addresses the objectives of the client; review the proposed solution with the client's internal and external… Show more Private company founded by John Kattan September 2005 to provide independent consulting services to high net worth families, companies, business owners and professionals across Canada. Services include: risk management; debt financing solutions; private equity; financial planning, and; tailor made investment solutions. JKTW Services will structuring a solution that optimally addresses the objectives of the client; review the proposed solution with the client's internal and external advisors (legal, tax, accounting) to ensure it works for the client; arrange and oversee a competitive bidding process in order to minimize transaction costs; review all legal transaction documentation together with the client's advisors, and; monitor the execution of the transaction for the client.Assignments worked on include:• Entered into a consulting arrangement with an ultra high net worth client to provide ongoing portfolio management assistance (portfolio size in excess of CAD$300 million), establish an investment policy statement, devise investment strategies in keeping with the client's risk and return objectives, hosted a financial seminar for the family. • Presented a proposal to a high net worth client that outlined the various options to restructure an outstanding CAD$128 million equity monetization in order to provide for some upside price participation on the underlying shares.• Presented different equity monetization strategies to a Canadian corporation to allow them to hedge and monetize a portion of their shareholdings in another publicly listed Canadian company on both a tax and cost effective basis.• Presented a proposal to a Canadian high net worth client to hedge the foreign exchange exposure associated with a sizeable real estate investment in the U.S. • Wrote a course on equity monetizations for the Canadian Securities Institute. This course was offered to Canadian brokers on-line as part of their on-going education credits. Show less

Toronto, Canada

Co-founded H&K Advisory Group with Francois Helou, to provide extensive wealth management services to both ultra high net worth and high net worth individuals, business owners, and professionals across Canada. The services included: portfolio management predicated on four key pillars: capital preservation, cash flow immunization, absolute annual total return, and tax optimization ; financial planning, retirement planning, estate planning, personal and corporate insurance, and charitable… Show more Co-founded H&K Advisory Group with Francois Helou, to provide extensive wealth management services to both ultra high net worth and high net worth individuals, business owners, and professionals across Canada. The services included: portfolio management predicated on four key pillars: capital preservation, cash flow immunization, absolute annual total return, and tax optimization ; financial planning, retirement planning, estate planning, personal and corporate insurance, and charitable giving. Show less

Toronto, Canada

Co-founded and managed Meadowbank Capital Inc (MCI), an Investment Fund Manager registered with the Ontario Securities Commission. MCI was established in July 2011 to structure, launch, and market structured product solutions for distribution to both retail and high net worth investors across Canada. MCI structured and launched on the Toronto Stock Exchange a tax-efficient global bond fund sub-advised by Brandywine Global Investment Management, LLC a wholly-owned subsidiary of Legg Mason… Show more Co-founded and managed Meadowbank Capital Inc (MCI), an Investment Fund Manager registered with the Ontario Securities Commission. MCI was established in July 2011 to structure, launch, and market structured product solutions for distribution to both retail and high net worth investors across Canada. MCI structured and launched on the Toronto Stock Exchange a tax-efficient global bond fund sub-advised by Brandywine Global Investment Management, LLC a wholly-owned subsidiary of Legg Mason, Inc., raising approximately $45 million. Show less

Toronto, Canada

Toronto, Canada

Responsible for structurig and delivering customized structured product solutions to HNW individual clients and corporations across Canada (excluding the Province of Quebec).• Completed tax deferred equity monetization and privately placed structured note transactions with HNW clients.• Completed interest rate and equity derivative transactions with Canadian corporations including: hedging the funding and accounting exposures associated with deferred equity compensation programs… Show more Responsible for structurig and delivering customized structured product solutions to HNW individual clients and corporations across Canada (excluding the Province of Quebec).• Completed tax deferred equity monetization and privately placed structured note transactions with HNW clients.• Completed interest rate and equity derivative transactions with Canadian corporations including: hedging the funding and accounting exposures associated with deferred equity compensation programs provided to employees; hedging both the FX and interest exposures on a long-term aircraft lease obligation; execution of large tax efficient share repurchase transactions with leading Canadian companies as part of their NCIB programs; pre-hedging of new debt issuances, and; executing a number of long dated cross currency swaps on the back of new US dollar debt issuances in order to convert the US dollar principal and interest obligations into Canadian dollars obligations. Show less

Toronto, Canada

Toronto, Canada

• Managed the high net worth and corporate equity derivative business both in Canada and the U.S. The team worked closely with CIBC’s private bankers, investment bankers, corporate bankers, brokers and the firm’s other distribution outlets across Canada and the U.S. to structure equity derivative solutions for the firm's client base. • Corporate transactions completed included: derivative overlay strategies on share buyback programs with both Canadian and US corporations; hedging the… Show more • Managed the high net worth and corporate equity derivative business both in Canada and the U.S. The team worked closely with CIBC’s private bankers, investment bankers, corporate bankers, brokers and the firm’s other distribution outlets across Canada and the U.S. to structure equity derivative solutions for the firm's client base. • Corporate transactions completed included: derivative overlay strategies on share buyback programs with both Canadian and US corporations; hedging the accounting and funding exposures associated with long-term deferred equity compensation programs provided to employees by large Canadian corporations; financed large equity holdings for several Canadian corporations at better levels than they could have achieved with a traditional margin loan using equity derivatives, and; tax deferred monetizations of large single stock positions held by companies.• Transactions completed with HNW clients included; monetizations of concentrated equity positions; tax re-characterization trades, and; tailor made structured notes (equity linked. commodity linked, interest rate linked). Between September 1999 and June 2005 CAD$ 300 million of tailor made structured notes, CAD$100 million of re-characterization trades, and approx. CAD$1.0 billion of equity monetizations were transacted with HNW clients. Show less

Toronto, Canada

• Head of the Canadian corporate structured marketing group (excluding Quebec) and co-Head of Corporate Finance within Financial Products. Responsible for a CAD$55 million a year budget that included FX & interest rate derivatives (three individuals), commodity derivatives (four individuals), and strategic equity (primarily single stock equity monetizations and total return equity swaps). • In addition to my management responsibilities, I provided customized risk managment solutions to a… Show more • Head of the Canadian corporate structured marketing group (excluding Quebec) and co-Head of Corporate Finance within Financial Products. Responsible for a CAD$55 million a year budget that included FX & interest rate derivatives (three individuals), commodity derivatives (four individuals), and strategic equity (primarily single stock equity monetizations and total return equity swaps). • In addition to my management responsibilities, I provided customized risk managment solutions to a select group of top tier Canadian corporations outside of Quebeco to hedge their interest rate, FX, and commodity exposures, and tax deferred equity monetization solutions for both corporate and HNW clients across Canada. Show less

Mba, Finance

Ba, Commerce & Economics

Certified Finanacial Analyst (Cfa)