20+ years of fundamentals-based investment expertise across all asset classes with a particular expertise in originating, evaluating, structuring and executing on unique alternative investments. Approximately half of this experience was with Canada's leading mid-market private equity (growth and buyout) fund, and approximately half managing primarily family office and UHNWI capital. A pioneer in macro-thematic investing, which focuses on allocating capital to areas supported by long-term trends. This follows the same principles identified by McKinsey as what will take institutional investors “from big to great”. Focus on understanding the return drivers of each investment, which allows fo