Michael L. Email & Phone Number

Toronto, On, Ca

Led a team in designing, building and launching a novel thematic strategy that combined in-depth fundamental research with financial and alternative data to identify attractive cross-sector themes. Utilized a quantitative/systematic security selection and portfolio management toolkit, including NLP, to reduce the risk of crowded themes and coincidental relationships, and to build a balanced and diversified portfolio of themes.Grew portfolio AUM and delivered significant uncorrelated alpha at low risk.Themes have included deep research in the consumer/ecommerce, industrials, macro, and energy transition spaces.

Toronto, Canada Area

Responsible for developing and managing a quantamental market- and beta- neutral equity strategy, which combines systematic stock selection and portfolio construction, with discretionary overlays. Strategy uses proprietary industry-specific factors, models and alternative data sets to better target alpha opportunities at a lower level of volatility.Help oversee design, development and management of ETL processes for core and alternative datasets used across group.Designed and developed a department-wide analytics system, which provides centralization, standardization, and robustness for analytics processes, along with a highly dynamic front-end platform for consumption of performance and position information.

Toronto, Canada Area

Managed a long/short global sub-portfolio of non-US banks, while contributing ideas/positions for inclusion into the global long-only portfolio, delivering meaningful risk-adjusted returns and alphaCovered approximately 30 names within the large European and APAC global banking markets, including Nordic, Spanish, UK, French, Canadian and Australian, and Hong Kong namesUnderwrote investments using a highly-detailed fundamental value approach, with heavy emphasis on in-depth research and a thorough understanding of industry structures, market dynamics and business models

Toronto, Canada Area

Invested in PIPEs and private transactions, including late-stage venture capital, structured instruments, activist co-investments, and distressed/recapitalization financing, across multiple industries in North America and Asia.Sourced and contributed to numerous successful investments globally, with primary focus on the energy and technology sectors.The Relationship Investing portfolio is focused on large-scale strategic investments in pre-IPO and public companies.

Toronto, Canada Area

Publishing analyst responsible for coverage of the North American basic materials and fertilizer sectors. Responsibilities included high-conviction thesis development and report writing, client presentations, and client engagement.Veritas is an independent research organization with no banking or trading conflicts. Research focuses on highly differentiated fundamental research, anchored in forensic accounting.

Toronto, Canada Area

Assisted in the coverage of 17 intermediate and large capitalization E&P/integrated companies, and contributed to special situations research projects (often high conviction short thesis development).

Toronto, Canada Area

Provide assurance services to clients in the Financial Services and Insurance industries.

Toronto, Canada Area

Provided full web design/development services to small/medium sized clients.Specialized in the development of proprietary eCommerce solutions utilizing PHP, MySQL, JavaScript and CSS.

Toronto, Canada Area

Provided transaction support and monitoring of the real estate portfolio.

Bachelor Of Commerce (B.Com.), Accounting, Finance, Economics

Bachelor Of Commerce (B.Com.), Accounting, Finance, Economics

Foreign Exchange Program, German Language And Literature