Insights: The Canadian Private Lending Industry
Overview
This session will speak to the Canadian private lending industry and provide attendees/viewers insight into how it developed, the many areas of activity and concentration/niches available to investors, and what investors need to know/questions to ask during their diligence of these managers and the funds that they offer.
Where
ZoomSPEAKERS
Jamie Wile
Director of Fund Services
Espresso Capital
Dan Williams
Managing Director
Kilgour Williams Capital
Trevor Simpson
Associate Partner
FirePower Capital
Scott Starratt
Senior Vice President, Investment Advisor & Portfolio Manager
Canaccord Genuity Wealth Management
Jamie Wile
Director of Fund Services
Espresso Capital
Jamie Wile leads fund sales and business development at Espresso Capital and brings more than 18 years of industry experience to his role. Prior to joining Espresso, he held a senior sales position at Sentry Investments for nearly 14 years, where he was responsible for raising capital from the IROC channel. Prior to Sentry, he held sales roles with BEST Funds and Talvest Asset Management.
Dan Williams
Managing Director
Kilgour Williams Capital
Kilgour Williams Capital (KWC) is an investment management firm specializing in marketplace lending (or Peer -to- Peer) Loans. We are the only fund managers in Canada actively investing in marketplace loans. We launched the KIWI Private Credit Fund in 2017 to provide Canadian investors access to this high yielding, rapidly growing asset class. Kiwi Private Credit Fund has been profitable every month since inception.
Dan joined KWC as a partner in May 09, providing structured credit advisory and management to the firm’s clients. Prior to joining KWC, Dan was the Chief Investment Officer of Dundee Bank of Canada. He managed a portfolio of structured credit investments, specifically slices of portfolios of middle market loans. Dan served on the bank’s Investment Committee, Asset/Liability Committee and as an active member of the senior executive team.
From 2001 to 2006, he was the Head of Credit Portfolio Management for National Bank of Canada. He managed the bank’s $4 billion portfolio of corporate loans and was responsible for maximizing the risk-adjusted return on the portfolio. Dan established the bank’s centralized Credit Portfolio Management function and sat on the Deals Committee, which reviewed and adjudicated every corporate loan. New measurements of bank-wide loan value were introduced that enabled efficient capital allocation decisions. Advanced portfolio-level risk models were implemented to identify industry and geographic risks, which were then hedged using an overlay of credit default swaps.
Trevor Simpson
Associate Partner
FirePower Capital
Trevor Simpson leads FirePower Capital’s Private Capital division in client engagement and credit underwriting. Trevor brings extensive experience in structuring cash flow transactions and providing patient capital to clients utilizing senior term, subordinated debt and mezzanine financing. Previously, Trevor worked at Roynat Capital where he managed and grew a portfolio of clients, tailoring long-term capital solutions for mid-sized companies. Trevor received a Bachelor of Commerce (Honours) from McMaster University, an MBA from the DeGroote School of Business at McMaster University and is a Chartered Professional Accountant.
Scott Starratt
Senior Vice President, Investment Advisor & Portfolio Manager
Canaccord Genuity Wealth Management
Scott Starratt is a Certified Financial Planner and a Chartered Investment Manager. He graduated with a Bachelor of Commerce from the University of Alberta in 1993 majoring in Finance, Game Theory and Chemistry and draws on more than 29 years of experience in the financial services industry.
Scott’s role is to lead the team and perform astute due diligence, manage portfolios and select top-tier alternative and hedged investments for our clients’ downside protection. Scott gets to know company management teams on an up-close-and-personal basis to be able to assess funds based on more than figures on a balance sheet: he also considers each managers’ ethics, track records and integrity under pressure.
Members of CAASA
Event Registration Closed
Non-Members of CAASA
Event Registration Closed
