BPM October 2010.indd - Benefits and Pensions Monitor

T. ROWE PRICE Wendy Brodkin, Director, T. Rowe Price
(Canada) Inc.; 161 Bay St., Ste. 2700, Toronto, ON M5J
2S1 PH: 416-572-2582 Fax: 416-572-4085 eMail:
wendy_brodkin@troweprice.com Web: www.troweprice.com
Investment Professionals: 364 Established:
1937 Minimum Investment - Pooled: Varies
by strategy and product Separate: Varies by strategy
and product Style - Size Bias: Small, Mid, Large, All Cap
Style Bias: Value, Growth, GARP, Core Management:
Active Fixed Income: Active, Passive Bonds: Duration,
Credit, Yield Curve
TD ASSET MANAGEMENT INC* Robin Lacey,
Head of Relationship Management; 161 Bay St., 34th
Floor, Toronto, ON M5J 2T2 PH: 416-982-6585 Fax: 416-
944-6158 eMail: robin.lacey@tdam.com Web: www.
tdaminstitutional.com Investment Professionals: 68
Established: 1987 Minimum Investment - Pooled:
$2.5M-$17M depending on fund (based on minimum fees
of $25,000) Separate: $50M-$200M depending on mandate
Style - Size Bias: Large, All Cap Style Bias: GARP,
Core Management: Active, Passive Fixed Income:
Active, Passive Bonds: Credit Other: Active Extension,
Long/Short, Minimum Variance (Low Volatility)
* A Wholly-owned subsidiary of the Toronto-Dominion Bank
UBS GLOBAL ASSET MANAGEMENT (CAN-
ADA) INC. David Coyle, Director; 161 Bay St., Ste.
4000, Toronto, ON M5J 2S1 PH: 416-681-5200 Fax:
416-681-5100 eMail: david.coyle@ubs.com Web:
www.ubs.com/1/e/globalam/americas/canada.html
Investment Professionals: Global - 426, Canada
- 14 Established: 1986 (Canada) Minimum Investment
- Pooled: $10M Separate: $50M Style - Size
Bias: Mid, Large Cap Style Bias: Core Management:
Active Fixed Income: Active Bonds: Duration, Credit,
Yield Curve Other: Specialist investment products and
services, including Core, Growth, Value solutions; Global
Balanced, Global Equity, Global Fixed Income, various
Single Country/Regional strategies; Global and Regional
Infrastructure, Real Estate, Hedge Funds, Private Equity
VAN ARBOR ASSET MANAGEMENT LTD.
Andrew Parkinson, Managing Director; 1200 - 666 Burrard
St., Vancouver, BC V6C 2X8 PH: 604-895-7130 Fax:
Benefits and Pensions Monitor – October 2010
2010 Annual Directory
604-895-7131 Web: www.vanarbor.com Investment
Professionals: 2 Established: 2003 Style - Size Bias:
Large Cap Style Bias: Value Management: Active
VAN BERKOM AND ASSOCIATES INC. J. Sebastian
van Berkom, President & Chief Executive Offi cer;
1130 Sherbrooke St. W., Ste. 1005, Montreal, QC H3A
2M8 PH: 514-985-5759 Fax: 514-985-2430 eMail:
contact@vbassociates.com Web: www.vbassociates.
com Investment Professionals: 9 Established: 1991
Minimum Investment - Separate: $5M Style - Size
Bias: Small Cap Style Bias: GARP, Core Management:
Active
VANCITY INVESTMENT MANAGEMENT LTD.
Allan Pankratz, President; 300-900 West Hastings St.,
Vancouver, BC V6C 1E5 PH: 604-871-5355 Fax: 604-
877-4963 eMail: vcim@vancity.com Web: www.vcim.
ca
VICTORY CAPITAL MANAGEMENT INC. Paul
Pasicznyk, Managing Director, Corporate Segment Leader;
127 Public Square, 14th Floor, Cleveland, OH 44114 PH:
216-689-0956 Fax: 216-689-8315 eMail: paul_g_
pasicznyk@victoryconnect.com Web: www.victoryconnect.com
Investment Professionals: 67 Established:
1894 Minimum Investment - Pooled: $5.3M Separate:
$10.6M Style - Size Bias: Small, Mid, Large Cap
Style Bias: Value, Growth, Core Management: Active
Fixed Income: Active Bonds: Credit Other: US Equities
(Large Cap Core, Large Cap Value, Large Cap Growth,
Mid Cap Core, Mid Cap Value, Small Cap Value, US Fixed
Income (Core, Intermediate, Short-term, Absolute Return
Credit), US Stable Value, US Structured Cash, Non-US
Equities (International Small Cap, International Small and
Mid Cap, International Micro Cap, European Small Cap,
Emerging Markets SMID, International Large Cap, Global
Equities)
VISION CAPITAL CORPORATION Jeffrey Olin,
President & CEO; 181 University Ave., Ste. 1410, Toronto,
ON M5H 3M7 PH: 416-362-6546 Fax: 416-362-9594
eMail: olin@visioncap.ca Web: www.visioncap.ca
Investment Professionals: 5 Established: 2007
Minimum Investment - Pooled: $250,000 Separate:
$250,000 Style - Size Bias: All Cap Style Bias:
Value - 50%, Growth - 50% Management: Active
Fixed Income: Active
VONTOBEL ASSET MANAGEMENT, INC. Jeffrey
Kutler, Director, Institutional Clients, North America;
Laurence Vallot, RFP Coordinator; 1540 Broadway, 38th
Floor, New York, NY 10036 PH: 212-415-7058 or 212-
415-7073 Fax: 646-792-4356 or 646-840-5866 eMail:
jeffrey.kutler@vusa.com or laurence.vallot@vusa.com
Web: vusa.com Professionals: 17 (Non-US Equity
team) Established: 1984 Minimum Investment -
Pooled: $5M (Commingled Funds) Separate: $100M
Style - Size Bias: All Cap Style Bias: GARP Management:
Active
WELLINGTON MANAGEMENT COMPANY,
LLP Susan Pozer, Vice-president; 75 State St., Boston,
MA 02109 PH: 617-790-7441 eMail: smpozer@wellington.com
or mig@wellington.com Web: www.wellington.com
Investment Professionals: 481 Established:
1928 Minimum Investment - Pooled: $5M
- Account minimums vary by investment approach Separate:
$25M - Account minimums vary by investment
approach Style - Size Bias: Small, Mid, Large, All Cap
Style Bias: Value, Growth, GARP, Core Management:
Active Fixed Income: Active Bonds: Duration, Credit,
Yield Curve Other: Equity, Fixed Income, Multi-strategy
and Alternative, Specialty, Active Currency Management
WISE CAPITAL MANAGEMENT INC. Sam Wiseman,
CIO; 1305 - 2200 Yonge St., Toronto, ON M4S 2H4
PH: 416-483-1900 Fax: 416-483-1930 eMail: info@
wisecapitalmanagement.com Web: www.wisecapitalmanagement.com
Investment Professionals: 3
Established: 2001 Minimum Investment - Pooled:
$150,000 Separate: $1M Style - Size Bias: Small, Mid
Cap Style Bias: Value Management: Active ■
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