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OCE Discovery Conference in Toronto, May 14th – 15th

Next week I'll be traveling up to Toronto to speak at the country’s best trade show and conference Discovery 12 ("best" according to some awards the program has received).  I've been asked to talk about best practices in deal origination, and why our pipeline took us to Canada, where we made [...continue reading]

Toronto Hedge Funds Summit: Investment Research Panel

I'm enjoying visiting Toronto this week at the . Here are my notes on today's Investment Research Panel, preceded by the speaker biographies. Moderator: David Weild IV The National Research Exchange (The NRE) is the originator of Intermediated ResearchSM, [...continue reading]