Michael J. Ferber, Cfa Email & Phone Number

Toronto, Ontario, Canada

Toronto, Ontario, Canada

• Responsible for valuation of private equities/debt holdings along with C-Suite transaction approval.
• Valuation and rationalization of asset deployment associate client coverage mix.
• Lead on quarterly/annual performance reporting packages for C-Suite covering client expansion, client-flow analytics and expense rationalizations resulting in net income expansion.
• Capital markets lead on external stress testing with Canadian regulators and auditors across regions/divisions focused on, but not limited to: - Business correlation risk- Balance sheet deployment and rationalization.

Toronto, Ontario, Canada

• Partner with clients and internal teams to develop and execute on investment strategies, including acquisition, disposition and hedging requirements.
• Financial advisory of balance sheet deployment across fixed income and equities product groups
• Responsible for hedging and risk mitigation due-diligence across business lines
• Fixed Income and Equities management liaison for the build out of the ETF Services business

Toronto, Ontario, Canada

• Responsible for marketing, structuring, and executing customized trade ideas for a diversified group of Institutional and Corporate clients across Canada
• Client capital structure evaluation and market analysis for potential capital raises and underwriting.
• Client/product portfolio management to ensure risk limits align with return mandates Product mix included, but not limited to:- Interest Rate and Cross-currency Swaps- FX Spot and Forward transactions (both deliverable.

Toronto, Canada Area

• Working directly with Executive Committee, Corporate Development & Investor Relations to provide asset valuations and due-diligence, commodities market analysis, and institutional relationship management.
• Provide due-diligence for both internal and external stakeholders on valuations of asset acquisitions/divestments along with M&A activity.
• Cross-division lead on the development of Corporate ESG strategy resulting in industry grade increase.Responsibilities focused on, but not limited to:- Report on metals industry, equity research, and metals trading.

Toronto, Canada Area

• Performed equity and hybrid (preferred shares and convertibles) research on companies and industry themes across the Canadian and US equity sectors.
• Proven written and verbal communication deliverables with a stringent focus on attention to details and ability to work independently.
• A focus technology skills with robust knowledge of Excel, Word, PowerPoint, Bloomberg, FactSet, Python and other trading platforms.
• Team member recipient of “One of Canada’s top 10 small/mid cap equity funds” by the Globe & Mail.Tactical tasks included but were not limited to:- Writing of research reports and comments- Analysis of financial.

• Due diligence and best execution on North American equities and fixed income products.
• Research, valuation and co-ordination of fund-of-funds and portfolio managers.
• IIROC registered and able to transact across product types. Trading transactions included: - Trading of equities on all North American exchanges ensuring best execution- Execution of fixed income transactions including.

Master Of Business Administration (Mba), Dean'S Honour List

Bachelor Of Commerce, Finance; Dean'S Honour List

International Economics