Francis Sabourin

Portfolio Manager & Investment Advisor

Richardson Wealth

Financial Planner and Portfolio Manager, Francis Sabourin, Director, Wealth Management at Richardson Wealth, was awarded the Distinguished Advisor Award (prix Conseiller émérite) for the year 2016 by the publication Finance et Investissement, highlighting the good performance of his portfolios, both equal to or higher than the benchmarks, while minimizing the risks, thereby focusing on good capital protection. The Advisor of the Year Award is designed to recognize an advisor with at least 20 years of experience, who has marked the financial industry with a unique and remarkable practice. Francis celebrated 25 years of practice on October 5, 2017.

Julian Klymochko

President and Founder

Accelerate

Julian is the CEO and Chief Investment Officer of Accelerate, a leading provider of alternative investment solutions. Accelerate helps investment advisors, institutions and individual investors diversify their investment portfolios, manage risk, and improve their portfolio’s risk-adjusted returns. Prior to founding Accelerate in 2018, he was the Chief Investment Officer of Ross Smith Asset Management. He started his career as an Analyst at BMO Capital Markets. Currently, Julian is a Director of the CFA Society Calgary.

He has been featured in some of the world’s top financial and business media including Bloomberg, CNBC, The Wall Street Journal, BNN, Business Insider and The Globe and Mail.

Francis Sabourin

Portfolio Manager & Investment Advisor

Richardson Wealth

Financial Planner and Portfolio Manager, Francis Sabourin, Director, Wealth Management at Richardson Wealth, was awarded the Distinguished Advisor Award (prix Conseiller émérite) for the year 2016 by the publication Finance et Investissement, highlighting the good performance of his portfolios, both equal to or higher than the benchmarks, while minimizing the risks, thereby focusing on good capital protection. The Advisor of the Year Award is designed to recognize an advisor with at least 20 years of experience, who has marked the financial industry with a unique and remarkable practice. Francis celebrated 25 years of practice on October 5, 2017.

Julian Klymochko

President and Founder

Accelerate

Julian is the CEO and Chief Investment Officer of Accelerate, a leading provider of alternative investment solutions. Accelerate helps investment advisors, institutions and individual investors diversify their investment portfolios, manage risk, and improve their portfolio’s risk-adjusted returns. Prior to founding Accelerate in 2018, he was the Chief Investment Officer of Ross Smith Asset Management. He started his career as an Analyst at BMO Capital Markets. Currently, Julian is a Director of the CFA Society Calgary.

He has been featured in some of the world’s top financial and business media including Bloomberg, CNBC, The Wall Street Journal, BNN, Business Insider and The Globe and Mail.

Francis Sabourin

Portfolio Manager & Investment Advisor

Richardson Wealth

Financial Planner and Portfolio Manager, Francis Sabourin, Director, Wealth Management at Richardson Wealth, was awarded the Distinguished Advisor Award (prix Conseiller émérite) for the year 2016 by the publication Finance et Investissement, highlighting the good performance of his portfolios, both equal to or higher than the benchmarks, while minimizing the risks, thereby focusing on good capital protection. The Advisor of the Year Award is designed to recognize an advisor with at least 20 years of experience, who has marked the financial industry with a unique and remarkable practice. Francis celebrated 25 years of practice on October 5, 2017.

Dennis Mitchell

Chief Executive Officer and Chief Investment Officer

Starlight Capital

Dennis Mitchell joined Starlight Capital in March 2018 as Chief Executive Officer and Chief Investment Officer. Dennis has over 20 years of experience in the investment industry and has held executive positions with Sprott Asset Management, serving as Senior Vice-President and Senior Portfolio Manager, and Sentry Investments, serving as Executive Vice-President and Chief Investment Officer.

Dennis received the Brendan Wood International Canadian TopGun Award in 2009, 2010, and 2011 and the Brendan Wood International 2012 Canadian TopGun Team Leader Award. He holds the Chartered Financial Analyst and Chartered Business Valuator designations and earned a Master of Business Administration from the Schulich School of Business at York University in 2002 and an Honors Bachelor of Business Administration degree from Wilfrid Laurier University in 1998.

Francis Sabourin

Portfolio Manager & Investment Advisor

Richardson Wealth

Financial Planner and Portfolio Manager, Francis Sabourin, Director, Wealth Management at Richardson Wealth, was awarded the Distinguished Advisor Award (prix Conseiller émérite) for the year 2016 by the publication Finance et Investissement, highlighting the good performance of his portfolios, both equal to or higher than the benchmarks, while minimizing the risks, thereby focusing on good capital protection. The Advisor of the Year Award is designed to recognize an advisor with at least 20 years of experience, who has marked the financial industry with a unique and remarkable practice. Francis celebrated 25 years of practice on October 5, 2017.

Bryan Kelly

Managing Director

AQR Capital Management

Bryan Kelly is a Managing Director and Head of Machine Learning at AQR Capital Management. In addition to his role as Head of Machine Learning, Bryan is also a Professor of Finance at the Yale School of Management, a Research Fellow at the National Bureau of Economic Research and an Associate Director of SOM’s International Center for Finance, and was a tenured professor of finance at the University of Chicago Booth School of Business from 2010 to 2017. His research has been published in the American Economic Review, the Quarterly Journal of Economics, the Journal of Finance, the Journal of Financial Economics, and the Review of Financial Studies, among others. Bryan earned an A.B. in economics from the University of Chicago, an M.A. in economics from the University of California, San Diego and a Ph.D. in Finance from New York University.

Francis Sabourin

Portfolio Manager & Investment Advisor

Richardson Wealth

Financial Planner and Portfolio Manager, Francis Sabourin, Director, Wealth Management at Richardson Wealth, was awarded the Distinguished Advisor Award (prix Conseiller émérite) for the year 2016 by the publication Finance et Investissement, highlighting the good performance of his portfolios, both equal to or higher than the benchmarks, while minimizing the risks, thereby focusing on good capital protection. The Advisor of the Year Award is designed to recognize an advisor with at least 20 years of experience, who has marked the financial industry with a unique and remarkable practice. Francis celebrated 25 years of practice on October 5, 2017.

Justin Jacobsen

Portfolio Manager

PenderFund Capital Management Ltd.

Justin is the Portfolio Manager of the Pender Alternative Absolute Return Fund. He joined Pender in August 2021.

Justin most recently worked as a Senior Portfolio Manager at one of Canada’s largest pension fund managers. During his four-year tenure, he was responsible for managing a high-yield focused credit strategy, generating returns for the underlying pension funds. Justin has also spent 11 years at a highly regarded Canadian investment firm. He worked in progressive roles as a member of the firm’s fixed income team. His investment research contributed to the Absolute Return and High Yield Bond strategies at the firm.

Justin’s investment approach is centered around his quick response to market dynamics, taking advantage of opportunities and reacting to increased risk. The key is intelligent security selection across capital structures and markets, supported by active investing, as experienced and applied through multiple market cycles. He has demonstrated the patience and discipline to hold a high quality but out-of-favour security, while constantly re-evaluating his investment thesis in response to new information. Justin is focused on uncovering the best risk-adjusted opportunities in every market cycle and dynamically adjusts portfolio positioning for market environments to protect and grow capital. He utilizes strategies such as distressed credit investing, event-driven trading, capital structure arbitrage, and actively works with management teams to help shape positive outcomes for the securities held.

Justin graduated with a BA in Honours History from Western University and an MBA in Finance from Washington State University. He earned his Chartered Financial Analyst designation in 2012.

Having lived in Victoria for four years, Justin relocated back to his home city of Vancouver with his wife and two children. He is an outdoor enthusiast, who enjoys skiing and playing golf whenever he can.

David Rudd

Director

Sigma Sandbox Limited

Dave’s career in the investment and derivative industry began with Merrill Lynch in 1980. He initially worked as an analyst at a Canadian Pension consulting firm before moving to Merrill Lynch. Subsequently, he went on to roles as Vice President of Dean Witter, and then Senior Vice President of Refco Futures Canada. In that role he developed technology and analytics to provide listed derivatives exposure to major financial institutions. He was also Chair of the Montreal Exchange Futures Committee and was on the Board of the Toronto Futures Exchange, now part of the TMX Group.

He was involved in early discussions surrounding the deregulation of electrical power in Ontario and was an early advocate for public price discovery via a Futures mechanism. He testified to the MacDonald Commission and co-wrote the Canadian Securities Institute text on Energy Risk and Trading.

In the late 1990s he commissioned a study on allocation methodologies to assist institutions in the selection of hedge fund investments. This study, conducted by Prof. Seco of the University of Toronto led to the formation of Sigma Analysis & Management, a research and management firm.

In 2019, David began funding and development of Sandbox, which is an interactive, highly visual portfolio construction and query application that helps global investors determine true alpha and to examine alternative approaches. The Sandbox application features a significant amount of complementary hedge fund data.

Michael White

Portfolio Manager, Multi-Asset Strategies

Picton Mahoney Asset Management

Mike is responsible for Picton Mahoney Asset Management’s multi-asset strategies. Mike’s previous investment work experience includes AGF Investments where he was lead portfolio manager of their asset allocation mandates. Active in the industry since 1996, Mike has had many roles, including director of institutional equity sales at Scotia Capital, lead manager of the Scotia Canadian Small Cap Fund at Scotia Cassels Investment Counsel, and co-chair of the CIO Compliance Committee, as well as portfolio manager for the small-cap, mid-cap and ethical categories at StrategicNova Funds Management. Mike is a CFA charterholder and has a B.A. in history (with finance and economics) from Western University.