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 2018:

Alfred Lam, Senior Vice-President and Chief Investment Officer


Alfred Lam, Senior Vice-President and Chief Investment Officer, leads the CI Multi-Asset Management team. Mr. Lam has over 16 years of experience specializing in portfolio design, asset allocation, manager and fund selection, and risk management. While at CI, Mr. Lam has brought unique ideas and processes to the management of the team’s multi-asset strategies, including a mean-reversion currency management strategy, the concept of investing in concentrated and benchmark-agnostic portfolios, and a new approach to risk management. In addition to the CFA designation, Mr. Lam holds an MBA from the York University Schulich School of Business, and is a member of the CFA Institute and the Toronto CFA Society.

Som Seif, President & Chief Executive Officer


Som Seif is the founder and Chief Executive Officer of Purpose Investments Inc. which he formed following the sale of Claymore Investments to BlackRock Inc. in March 2012. Mr. Seif started Claymore Investments in Canada in January 2005 and was the former President and Chief Executive Officer leading the implementation of the company’s business development and corporate strategies. Over the seven years of its operation, Claymore Investments organically grew to $8 billion in assets and established itself as a Canadian leader in bringing intelligent, low cost exchange-traded funds to investors through its family of thirty-four exchange-traded funds across broad asset classes.

Prior to Claymore Investments, Mr. Seif was an investment banker with RBC Capital Markets, where he worked since 1999. He played a key role in developing the structured products group at RBC Capital Markets in both Canada and the U.S., where he structured and raised capital for both Canadian and U.S. asset managers.

Som is a Chartered Financial Analyst and has a Bachelor of Applied Science with an emphasis on Industrial and Systems Engineering from the University of Toronto. Som has a strong commitment to community and is currently a member of the Sunnybrook Hospital Foundation Board, Chair of the Art Gallery of Ontario Corporate Development Committee, a member of the Art Gallery of Ontario’s Foundation Board and University of Toronto Mechanical & Industrial Engineering Advisory Board, and a board member of The Next 36. In 2011, Som was recognized for his vision and leadership by Caldwell Partners International with the Top 40 Under 40 award.

Michael Simpson, Senior Vice-President and Executive Portfolio Manager


Michael Simpson Senior Vice-President and Executive Portfolio Manager Michael joined Sentry in 2002 and has more than 20 years of financial industry experience; he specializes in dividend- and income-paying securities with a focus on free cash flow to sustain reliable dividends. Michael is the lead manager of several funds including the company’s flagship fund, Sentry Canadian Income Fund, and co-manages Sentry Conservative Balanced Income Fund.

In 2014, he was named Investment Executive’s Mutual Fund Manager of the Year, which recognizes consistent outperformance over 10 years, on the basis that while one year of strong returns is not unusual, a long-term track record of outperformance is exceptional. In 2013, Michael was honoured at the Lipper Fund Awards with the inaugural Excellence in Fund Management Award, which recognizes outstanding asset managers who have delivered consistently strong risk-adjusted returns to investors, and in the opinion of Lipper’s research analysts, represent the best of the mutual fund industry. He is also a seven-time winner of a Brendan Wood International Canadian TopGun Investment Mind Award (2009, 2010, 2012, 2013, 2014, 2015/16 and 2017), given by the sell-side analyst community to those with the best grasp of the industries in which they invest and the most influence in the Canadian market. He has also received Platinum Class recognition for having received four TopGun awards in a row. Michael graduated with a Bachelor of Arts degree from York University, and has completed both the Canadian Options Course and the Canadian Futures Course. He also holds the Chartered Financial Analyst (CFA) designation and is a Fellow of the Canadian Securities Institute.

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 2018, the Globe and Mail and BNN will report on the progress in the Investor Challenge portfolios. 

To donate to Investor Challenge 2017 please see this page.