Profil
David Balsdon is currently the Chief Compliance Officer at Harvest Banks & Buildings Income Fund, Australian REIT Income Fund, and Big Pharma Split Corp.
He previously worked as the Director, Chief Operating & Compliance Officer at GrowthWorks Enterprises Ltd.
and Matrix Asset Management, Inc. He also served as the Chief Compliance Officer at Global Telecom & Utilities Income Fund, Brand Leaders Income Fund, Energy Leaders Income Fund, and Healthcare Leaders Income Fund.
Additionally, he was the Chief Compliance Officer & VP-Operations at Mavrix Fund Management, Inc. from 2001 to 2008.
Postes actifs de David Balsdon
| Sociétés | Poste | Début |
|---|---|---|
| BIG PHARMA SPLIT CORP. | Compliance Officer | - |
| AUSTRALIAN REIT INCOME FUND | Compliance Officer | 05/01/2015 |
Harvest Banks & Buildings Income Fund
 Harvest Banks & Buildings Income Fund Investment Trusts/Mutual FundsMiscellaneous Harvest Banks & Buildings Income Fund operates as an investment trust. It invests in a portfolio of banking issuers, other financial issuers and real estate related companies and/or real estate investment trusts. The company was founded on September 25, 2009 and is headquartered in Oakville, Canada. | Compliance Officer | - |
Anciens postes connus de David Balsdon
| Sociétés | Poste | Fin |
|---|---|---|
GrowthWorks Enterprises Ltd.
 GrowthWorks Enterprises Ltd. Investment ManagersFinance The Group's principal activity is to manage investment firms. The Group provides discretionary management services to institutional clients, mutual fund clients, WRAP Programs and private clients. | Directeur des opérations | 05/02/2014 |
| MATRIX ASSET MANAGEMENT INC. | Directeur des opérations | 27/09/2013 |
Mavrix Fund Management, Inc.
 Mavrix Fund Management, Inc. Investment ManagersFinance Founded in 2001, Mavrix Fund Management, Inc. is an investment advisor located in Toronto, Ontario. The firm is a subsidiary of 1796862 Ontario Ltd., a holding company. Mavrix Fund Management sponsors and manages the Mavrix family of mutual funds and provides consulting and portfolio management to specialty funds. | Directeur Administratif | 01/01/2008 |
| GLOBAL TELECOM & UTILITIES INCOME FUND | Compliance Officer | - |
Energy Leaders Income Fund
 Energy Leaders Income Fund Investment Trusts/Mutual FundsMiscellaneous Energy Leaders Income Fund is a closed-end investment fund. It invests in an equally-weighted portfolio of equity securities engaged in exploring, extracting, refining, transporting, and marketing of oil, gas, and related products. The company was founded on April 27, 2012 and is headquartered in Oakville, Canada. | Compliance Officer | - |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 10 |
|---|---|
Mavrix Fund Management, Inc.
Mavrix Fund Management, Inc. Investment ManagersFinance Founded in 2001, Mavrix Fund Management, Inc. is an investment advisor located in Toronto, Ontario. The firm is a subsidiary of 1796862 Ontario Ltd., a holding company. Mavrix Fund Management sponsors and manages the Mavrix family of mutual funds and provides consulting and portfolio management to specialty funds. | Finance |
Matrix Asset Management, Inc.
 Matrix Asset Management, Inc. Investment ManagersFinance Matrix Asset Management, Inc. provided diversified asset and wealth management services for both individual and institutional investors. The company was founded on October 30, 2009 and was headquartered in Vancouver, Canada. | Finance |
GrowthWorks Enterprises Ltd.
GrowthWorks Enterprises Ltd. Investment ManagersFinance The Group's principal activity is to manage investment firms. The Group provides discretionary management services to institutional clients, mutual fund clients, WRAP Programs and private clients. | Finance |
Healthcare Leaders Income Fund
 Healthcare Leaders Income Fund Investment Trusts/Mutual FundsMiscellaneous Healthcare Leaders Income Fund Is a closed-end investment Fund/Investment Trust. Its main investment objective is to provide the opportunity for capital appreciation; monthly cash distributions; and lower overall volatility of the Portfolio returns than would otherwise be experienced by owning Equity Securities of the Healthcare Leaders directly. The company was founded on October 28, 2014 is headquartered in Oakville, CA. | Miscellaneous |
Brand Leaders Income Fund
 Brand Leaders Income Fund Investment Trusts/Mutual FundsMiscellaneous Brand Leaders Income Fund is a closed-end investment fund and investment trust. It seeks to provide unit holders with monthly cash distributions, the opportunity for capital appreciation, and lower overall volatility of portfolio returns than would otherwise be experienced by owning equity securities of the Brand Leaders directly. The company was founded on June 29, 2011 and is headquartered in Oakville, Canada. | Miscellaneous |
Energy Leaders Income Fund
Energy Leaders Income Fund Investment Trusts/Mutual FundsMiscellaneous Energy Leaders Income Fund is a closed-end investment fund. It invests in an equally-weighted portfolio of equity securities engaged in exploring, extracting, refining, transporting, and marketing of oil, gas, and related products. The company was founded on April 27, 2012 and is headquartered in Oakville, Canada. | Miscellaneous |
Big Pharma Split Corp.
 Big Pharma Split Corp. Investment Trusts/Mutual FundsMiscellaneous Big Pharma Split Corp. provides investment services. It invests in equity securities with focus on pharmaceutical industry. The company was founded on September 15, 2017 and is headquartered in Oakville, Canada. | Miscellaneous |
Australian REIT Income Fund
 Australian REIT Income Fund Investment Trusts/Mutual FundsMiscellaneous Australian REIT Income Fund is closed-end investment fund. Its investment objective is to provide unitholders with stable monthly cash distributions and the opportunity for capital appreciation. The company was founded on February 26, 2013 and is headquartered in Oakville, Canada. | Miscellaneous |
Harvest Banks & Buildings Income Fund
Harvest Banks & Buildings Income Fund Investment Trusts/Mutual FundsMiscellaneous Harvest Banks & Buildings Income Fund operates as an investment trust. It invests in a portfolio of banking issuers, other financial issuers and real estate related companies and/or real estate investment trusts. The company was founded on September 25, 2009 and is headquartered in Oakville, Canada. | Miscellaneous |
Global Telecom & Utilities Income Fund
 Global Telecom & Utilities Income Fund Investment Trusts/Mutual FundsMiscellaneous Global Telecom & Utilities Income Fund engages in the provision of actively managed portfolio comprised of equities of global telecom issuers and global utilities issuers to investors. Its investment objectives are to offer unit-holders with tax-advantaged monthly distributions and capital appreciation. The company was founded on February 25, 2011 and is headquartered in Oakville, Canada. | Miscellaneous |