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The Holland Bloorview Investor Challenge is a smart approach to donating to Holland Bloorview Kids Rehabilitation Hospital Foundation. It provides diversification, stability, and growth to Foundation funds and supports the Hospital’s highest priority needs.

The following investment managers are managing funds for Holland Bloorview Foundation in 2017:

Brendan Caldwell, President & CEO, Caldwell Investment Management Ltd

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The mutual funds for which Brendan acted as lead portfolio manager have won 5 Lipper Awards for CIM in recent years.  He is also co-portfolio manager of Caldwell’s major exchange related investments, including Urbana Corporation and the Caldwell Growth Opportunities Trust.

Prior to joining Caldwell in 1995, Brendan worked for a major Canadian mutual fund company and then a bank-controlled investment dealer. His securities exchange memberships have included Toronto, New York, the Chicago Board Options Exchange, the Kansas City Board of Trade and the American Stock Exchange (AMEX). 

Brendan is a Fellow of the Canadian Securities Institute and a member of the Toronto Society of Financial Analysts, as well as the CFA Institute. Often interviewed for his insights into current economic issues and in regards to Caldwell’s role as an active investor in global securities exchanges,  Brendan is a regular financial commentator and an industry consultant on numerous media outlets.

Wesley Roitman, Managing General Partner, Romspen Investment Corporation

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“Romspen strives to bring the same passion and dedication to its investors that Holland Bloorview brings to its mission of helping kids thrive.”

Wesley Roitman is a Managing General Partner of Romspen Investment Corporation, the manager of Romspen Mortgage Investment Fund, one of Canada’s largest non-bank commercial mortgage lenders.  Wes joined Romspen in 2004, and has been a trustee of the Fund since its inception in 2006.  Wes oversees the overall operation and performance of Romspen’s mortgage origination and administration business.  Romspen has over $1.9 billion in assets under management.

Wes has a Bachelor of Science in Mathematics and Actuarial Science from the University of Toronto. As part of the Investor challenge, Wes will be investing in Romspen Mortgage Investment Fund.   The Fund’s objectives are to preserve investor capital and provide investors with stable cash distributions by investing in a mix of Canadian and U.S. commercial mortgage loans underserviced by banks and other traditional lenders. 

 

Brandon Snow, Principal & Chief Investment Officer, Cambridge Global Asset Management

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Brandon Snow leads the analyst team and directs the global research activities at Cambridge Global Asset Management. He is Lead Portfolio Manager of Cambridge Canadian Equity Corporate Class and Cambridge Global Equity Corporate Class and co-manager of Cambridge Asset Allocation Corporate Class. Mr. Snow was named a Top 10 Investment Mind in 2014 and in 2015 was named as one of Canada’s TopGun Investment Minds by Brendan Wood International Canadian investment rankings. Additionally, funds managed by Brandon were the winners of four Lipper Fund Awards from 2010 to 2014.

Mr. Snow received a BA in economics and financial management from Wilfrid Laurier University.

All investment decisions are guided by the direction provided by Holland Bloorview Foundation’s Special Purpose Investment Policy, and each manager will evaluate the returns on funds on a time-weighted basis, which will be measured against the funds’ existing benchmark. 

Throughout 2017, the Globe and Mail and BNN will report on the progress in the Investor Challenge portfolios.