Vantage is Fortunate to Benefit from an External Advisory Board of Experienced Business and Industry Executives. The Advisory Board has over 100 Years of Combined Experience in Canada’s Capital Markets, Investment Management and Real Estate Industries.
The board is an important resource for Vantage‘s senior management team – providing independent, external advice on a variety of business considerations, including: corporate strategy, business development, team development, branding and corporate philanthropy. The board does not advise on portfolio management or risk management functions. These important responsibilities reside with Vantage‘s Lead Portfolio Manager and Chief Compliance Officer.
Andrew Hoffman
A successful twenty-five years of experience in the real estate development industry.
Andrew Hoffman is founder and Chief Executive Officer of CentreCourt Developments Inc., a private development company focused on high-rise residential development in the Greater Toronto Area. Over the last five years, CentreCourt has completed over 5,000 residential units and has under development an additional 6,000 residential units.
Andrew has over 30 years of experience in the real estate development industry and is active in numerous volunteer endeavors including past and current Board participation at Mount Sinai Hospital, Princess Margaret Hospital Foundation and Ronald McDonald House Toronto. Andrew is also co-founder and board member of Hold’em for Life Charity Challenge, an organization that has raised significant funds for cancer research. For his contributions to the community, he is the recipient of the Community Service Award at the 14th Annual NAIOP Real Estate Excellence (REX) Awards.
Andrew holds an LLB from Osgoode Hall Law School.
John O’Sullivan
Over thirty years of experience in Canadian capital markets and investment management.
Mr. O’Sullivan has been actively involved in Canada’s capital markets and investment management industry for 30 years. Mr. O’Sullivan was a key member of the leadership team at Gordon Capital for over 10 years (1981 – 1992) where he served as Managing Director, Partner, and Head of Trading. Mr. O’Sullivan`s primary responsibility during this period was managing Gordon Capital’s liability trading operation.
Between January 1993 and September 1995, Mr. O’Sullivan was employed as Vice President and Director, Co-Head of Trading at BMO Nesbitt Thompson Inc. (now BMO Nesbitt Burns Inc.). Mr. O’Sullivan’s primary responsibility at BMO was liability trading.
In September 1995, Mr. O’Sullivan became one of the founding partners of Newcrest Capital Inc., a company which grew to become one of Canada`s premier boutique institutional brokerage and investment banks. Mr. O’Sullivan was Partner, Director, and Co-Head of Trading at Newcrest. Along with other partners, Mr. O’Sullivan managed Newcrest`s invested capital and liability trading operation.
Between November 2000 and May 2008, when he retired, Mr. O’Sullivan was a Managing Director and Head of Proprietary Trading at TD Securities Inc. As Head of Proprietary Trading, Mr. O’Sullivan directly managed and supervised a portion of the bank`s investment portfolio on a discretionary basis. More specifically, Mr. O’Sullivan personally managed the proprietary trading group’s risk arbitrage portfolio, the long/short portfolio, the market neutral portfolio and the small cap/special situations portfolio. Mr. O’Sullivan also supervised the activities of four other portfolio managers and the group’s analyst team.
Frank L. Peters
A successful thirty year career in Canadian capital markets and investment management.
Mr. Peters has over 30 years of experience in the Canadian capital markets and investment management industry. Mr. Peters’ career started in 1983 upon joining the Union Bank of Switzerland (UBS) as a Performance Measurement Analyst. Over the ensuing 25 years, Mr. Peters successfully executed a number of leadership roles within UBS Canada, including building and managing an international equity team as Head of Institutional Equity Sales. By 2004 Mr. Peters was a Managing Director and the Head of Proprietary Trading at UBS. In this capacity, Mr. Peters was responsible for managing the bank’s long/short equity and risk arbitrage portfolios. Throughout Mr. Peters 25 year career at UBS Canada he was involved in the senior management and direction of the firm’s Canadian business, serving on the Equity Division Management Committee and both the domestic and international boards of the company.
In 2010 Mr. Peters founded Seven Seas Capital Management Inc., a market-neutral long/short North American focused equity fund. The fund operated successfully for a number of years, producing a good record of positive returns while maintaining an emphasis on low volatility, drawdown protection and capital preservation.
Mr. Peters remains an active investor today through his affiliation with Hydra Capital Partners – a Toronto investment boutique comprised of experienced investment professionals. Hydra Capital Partners provides capital markets expertise and capital to public and private companies.
Mr. Peters has a Bachelors of Commerce degree from the University of Ottawa (1981) and has been a Chartered Financial Analyst (CFA) since 1986.
Harold M. Wolkin
Over thirty years of experience as an investment banker and financial analyst.
Mr. Wolkin is an accomplished former Canadian investment banker and financial analyst with over 30 years of industry experience. In 1983, Mr. Wolkin joined BMO Nesbitt Burns as a senior research analyst. He went on to serve as Managing Director in BMO’s Diversified Industries Group for 25 years (1983 to 2008). During this period, Mr. Wolkin was involved as lead underwriter and strategic advisor for a number of Canada’s largest equity offerings and related transactions.
In 2008 Mr. Wolkin became Executive Vice-President and Head of Investment Banking for Dundee Capital Markets. Now retired from investment banking, Mr. Wolkin serves on a number of public company boards and not-for-profit organizations, including directorships for Diamond Estates Wines & Spirits Inc. and Baylin Technologies, both of which trade on the TSX Exchange.
Mr. Wolkin has been a member of the Chartered Financial Institute since 1980 and is a certified Chartered Financial Analyst. He received a Bachelor of Arts in Economics from York University and a Masters of Arts in Economics and Finance from the University of Toronto. Mr. Wolkin is also a graduate and a member of the Institute of Corporate Directors and has served as President of the CFA Society of Toronto.