Archives: Company Profiles

Holds company profiles and specific data

Douglas Balleine

Responsible for business development and client service for Eastern Canada.

At Ninepoint Institutional Partners we work with Canadian Pension Plans, Foundations, Endowments, Insurance Companies, Family Offices, and other institutional investors to provide objective, comprehensive investment management solutions from around the globe.

We seek to understand the issues that plans face and we discuss the options and combinations that make an effective solution. With exposure to many plans over the years, we can provide perspective on how similar plans have approached similar problems. As a team, we have a long track-record of working with investment managers in the alternative income, real assets, and diversified core spaces.

Stephen Erlichman

Steve has practised corporate and securities law throughout his career at major law firms in New York and Toronto, took a working sabbatical in 1998 as a principal at private equity firm Royal Bank Equity Partners and since 1999 has been a partner at Fasken, a 900 lawyer international law firm. Steve co-founded Fasken’s ESG & Sustainability group and spends substantial time advising on ESG matters.

Steve also is the Chair, ESG at Middlefield, a Canadian investment manager.

From 2011 to 2018 Steve was the Executive Director of the Canadian Coalition for Good Governance (CCGG), whose members are institutional investors across Canada which collectively manage over $5 trillion of assets. As Executive Director of CCGG, Steve created and debated public policy positions in relation to ESG issues and led over 85 ESG engagement meetings between CCGG and directors of public companies across Canada. The Directors’ E&S Guidebook was the final publication issued by CCGG during Steve’s tenure.

Steve has spoken and written widely and has been interviewed by television, radio and newspaper reporters on numerous ESG topics. The press have called Steve’s writing “insightful” and “prescient” and have referred to Steve as “a leading governance expert”, “a leading practitioner in the Canadian fund industry” and one of “Canada’s top M&A attorneys”. Global Proxy Watch named Steve one of the “10 people around the world who have had the most impact on corporate governance” in 2016.

Steve is a director of the RIA and a director and past President of the Harvard Business School Club of Toronto and was the inaugural Co-Chair of the Global Network of Investor Associations. He also is a member of the Institute of Corporate Directors and the Global Stewardship Committee (and prior thereto the Shareholder Rights Committee) of the International Corporate Governance Network.

Steve is a member of the New York and Ontario bars. He has law degrees from University of Toronto and New York University, an M.B.A. from Harvard University, the Responsible Investment Professional Certification from the RIA and the certificate in Sustainable Capitalism & ESG from UC Berkeley Law.

York University

York is committed to giving a broad demographic of students access to a high quality, research-intensive learning environment committed to the public good. At York U, our campuses are alive with the vibrancy of Canada’s largest and most exciting city. We are a welcoming and inclusive community, and a leader in providing 200+ collaboration opportunities and tools that set our students up for success from day one.

Federated Hermes

Federated Investors and Hermes Investment Management have rebranded as Federated Hermes on January 31, 2020, strengthening the companies’ position as a leader in active, responsible investing. Together we are a US$575billion global asset manager focused on delivering world-class responsible investing and engagement services to our clients.

Each firm has a history of putting clients first and delivering sustainable, long-term performance and we believe the combination of our businesses will enable us to deliver a fuller range of investment solutions and drive both performance and positive outcomes for our clients.

Since 2018, when Federated acquired a majority interest in Hermes, our businesses have worked closely together and this change in our name reflects our commitment to offering a broad range of investment strategies and solutions to our clients globally – all predicated on the belief that responsible investing is the best way to deliver sustainable returns for our clients.

Hermes has been at the forefront of corporate governance and responsible investing, and we helped draft the Principles for Responsible Investment (PRI) as one of its founding signatories. Hermes is also a leading stewardship provider with a focus on achieving positive change. Our dedicated EOS team of engagement and voting specialists enables pension funds and other longer-term institutional investors to achieve their fiduciary responsibilities and be more active owners of companies.

Our public markets proficiency includes high active share equities, specialist credit and multi asset while our private markets expertise includes real estate, infrastructure, private equity and private debt.

For more information, visit www.federatedhermes.com

Dalhousie University

Dalhousie University is proudly located in Halifax, Nova Scotia which is ranked one of the friendliest cities in the world. Founded in 1818, we’re one of Canada’s oldest universities, attracting more than 18,800 students from around the world. The university blends transformative academic programs with pioneering research on Canada’s East Coast. We welcome a diverse mix of students from right here in Nova Scotia, across Canada and around the world. Our students are driven to make a difference and we’re strengthened by the multiple perspectives they bring to our community.

Canadian Coalition for Good Governance

The Canadian Coalition for Good Governance (CCGG) is the pre-eminent corporate governance organization in Canada and is uniquely positioned to effect change as the voice of Canadian institutional shareholders.

Representing the interests of institutional investors, CCGG promotes good governance practices in Canadian public companies and the improvement of the regulatory environment to best align the interests of boards and management with those of their shareholders, and to promote the efficiency and effectiveness of the Canadian capital markets.