Memba them?

Rod Baker, Neil Baker and Gordon Capital, the Disruptor of the 80s
Members Public

Rod Baker's dad Neil Baker was a Bay Street legend!

Memba them?

The Millennial's guide to Gordon Capital, Jimmy Connacher and Neil Baker
Members Public

A guide to the legendary Gordon Capital, the Big, Bad disruptor of the 80s... like The Wolf of Wall Street, but in a convenient blog post format.

Memba them?

Anthony Melman and a parable on SPACs
Members Public

Onex biggie Tony Melman and the Acasta SPAC misadventure.

Private Equity

Eric Rosenfeld of Canaccord and SPACs
Members Public

Eric Rosenfeld is back in the news with Canaccord.

Hedge funds

Move over phoenix, Nick Maounis is also a Greek legend
Members Public

The comeback of Amaranth founder Nick Maounis.

Memba them?

Eric Nuttall - oil and gas fund manager of the decade
Members Public

Let’s go there and talk about man of the hour, Eric Nuttall. The last man limping in the active management of an energy fund. People want me to talk about Eric Nuttall - I have resisted so far, because he fails the bigliness test. Also, I didn’t want

Hedge funds

Albert Friedberg, billionaire Original Gangster of Macro
Members Public

Albert Friedberg, old-school macro trader.

Hedge funds

Polar Asset Management, Original Gangster of Canadian hedge funds
Members Public

Polar has been around for a long time and is a rare institutional-grade hedge fund in Canada.

Hedge funds

The rise of Ian Ball, Rob McEwen's protégé
Members Public

A rising star on Bay Street.

Moguls

That time I met Brian Chapman of Clearwater Capital
Members Public

Brian Chapman is an under-the-radar investment wizard.

Moguls

Jeff Banfield, Original Gangster of Arbitrage
Members Public

Jeff Banfield is primarily known as an arbitrageur. After working for many years as a prop trader at banks, he started Banfield Capital Management in 1997. In February 2001, Banfield was allegedly involved in some insider trading shenanigan (or it might have been a kerfuffle, I'm not a regulation expert)

Memba them?

Eric Sprott and Tom Stanley lost big yesterday
Members Public

Eleanor Roosevelt said great minds discuss ideas; average minds discuss events; small minds discuss people. But why would you listen to an antisemite who married her fifth cousin? So forget her, we are going to discuss events and people. Specifically, Tom Stanley (aka Tom Lazarus Stanley), Eric Sprott and how

Hedge funds

Sam Belzberg's comeback and his answer
Members Public

Start from Part 1 here. Belzberg continued to be an active and opportunistic investor. In 1992, he started Gibralt Capital as his main investment vehicle post First City. He took advantage of opportunities like the Savings and Loans crisis in the US in the 90s and distressed property in Alberta

Moguls

My Bud Fox-like meeting with Sam Belzberg
Members Public

Read Part 1 here. A friend who was acquainted with Belzberg gave me a preview of the meeting. He said: “try to keep your pants on the whole time”, meaning that Sam was a charmer. We met in a small conference room along with Travis Dowle, a portfolio manager working

Moguls

Sam Belzberg - That time I met Brent Belzberg's uncle
Members Public

In its short life, this newsletter has already amassed an audience bigger than Obama's inauguration. I feel the pressure to be relevant, so today I am going to write about a guy who peaked in the 80s and is no longer alive. You are going to enjoy it and fax

Moguls

Move over Lazarus, Tom Stanley also rose from the dead
Members Public

This post, like my last one, is about Tom Stanley, although from now on, I will call him Tom Lazarus Stanley. In case you don’t know, Lazarus is a Bible character who was brought back to life by Jesus. Of course, Jesus also famously came back to life, but

Hedge funds

Tom Stanley of Resolute Performance has delivered near 8x returns since 2016
Members Public

Move over Tiger Woods, there's a new Comeback Kid.  Tom Stanley is the manager of the Resolute Performance Fund, a strategy he has been managing continuously, in various guises since 1993. For a while he had a phenomenal track record and reputation, culminating in a 2005 Report on Business Magazine

Hedge funds

James S. A. MacDonald, Canadian hedge fund pioneer and the last boss Greg Boland had
Members Public

Today, I am launching what will be by far my most popular feature, Memba him (which I totally copied from TMZ).  So, Memba him? James S.A. MacDonald. I was reminded of James S.A. MacDonald, as I was listening to the Supreme Court of Canada live hearings yesterday to

Memba them?

Robert Krembil has made another killing
Members Public

Another case of the rich are getting richer.

Moguls