Chief Executive Officer

• Apr 2012 - Present

Finalta Capital is the largest private debt fund in Canada financing tax credits and government grants, and supports fast growing, innovative companies by providing enhanced, non-dilutive liquidity based on past tax credits and, more importantly, on accrued tax credits with instalments made throughout a year not yet completed, even BEFORE spending of budgeted eligible expenditures. Finalta Captal lends double the funds that traditional financial institutions would be willing to lend based on the same tax credits, disburses the loan before tax credits have accrued and closes million-dollar financings in 15 business days, all at a cost similar to that of other financial institutions. These distinctive terms alleviate the liquidity pressure of intense innovation and productivity initiatives, extend the runway and provide a permanent source of liquidity to reduce unnecessary founder dilution.

Vice-Chairman

• Jul 2009 - Present

President

• Jun 2007 - Mar 2012

Finalta Capital Inc. offers interim financing to innovative Canadian companies that claim refundable investment tax credits, such as for scientific research and experimental development (SR&ED) and for the development of e-business activities (CDAE) Finalta Capital Inc. offers interim financing to innovative Canadian companies that claim refundable investment tax credits, such as for scientific research and experimental development (SR&ED) and for the development of e-business activities (CDAE)

Vice-President, Global Asset Allocation and Currency Management

• Sep 2003 - Feb 2006

managed the global asset allocation investment process for pension funds, foundations, mutual funds and high net worth individuals of more than $2.5 billion managed the global asset allocation investment process for pension funds, foundations, mutual funds and high net worth individuals of more than $2.5 billion

Chairman of the Global Asset Allocation Team

• Oct 2001 - Dec 2002

he assumed the final decision for the asset allocation strategy of more than $24 billion in assets of pension funds, mutual funds and high-net worth individuals from North America, Europe and Asia, $3 billion of which were global asset allocation overlay mandates

Co-Chairman of the Global Asset Allocation Team

• Sep 1999 - Oct 2001

he assumed the final decision for the asset allocation strategy of more than $5billion in assets of pension funds, mutual funds and high-net worth individuals from North America, Europe and Asia, $3 billion of which were global asset allocation overlay mandates

Vice-President, Currency Management

• Jan 1994 - Sep 1999

Final decision for the currency strategy for portfolios amounting to CAD 5 billion. Mandates included return enhancement, hedging in various base currencies, alpha transfers and hedge funds.

Portfolio Manager, Fixed Income Invetsments

• Oct 1989 - Dec 1992

Final decision for duration, term structure and security selection for taxable high-net worth client portfolios amounting to CAD 100 million, and for institutional indexed, structured and immunized strategies amounting to CAD 350 million Final decision for duration, term structure and security selection for taxable high-net worth client portfolios amounting to CAD 100 million, and for institutional indexed, structured and immunized strategies amounting to CAD 350 million