John Stephenson
Corporate Officer/Principal chez Global Association of Risk Professionals
Profil
John Stephenson is currently an Analyst at BMO Capital Markets Corp.
(Canada) and a Senior Vice President at First Asset Canadian Dividend Opportunity Fund.
He is also a Member of the Global Association of Risk Professionals and a Senior Vice President & Portfolio Manager at FA Management Corp.
In the past, he held various Senior Vice President positions at First Asset PowerGen Fund, First Asset Diversified Convertible Debenture Fund, Triax Diversified High-Yield Trust, First Asset Energy & Resource Fund, First Asset Active Credit Fund, First Asset Pipes & Power Income Fund, Split REIT Opportunity Trust, First Asset Canadian REIT Income Fund, Preferred Share Investment Trust, Canadian Convertible Debenture Fund, First Asset Canadian Energy Convertible Debenture Fund, First Asset Canadian Convertibles Fund, Canadian Convertibles Fund, First Asset Canadian Dividend Opportunity Fund II, First Asset Management, Inc., McConnell Group of Cos., and Canadian REIT Income Fund.
Mr. Stephenson received an undergraduate degree from The University of Waterloo and an MBA degree from INSEAD.
Postes actifs de John Stephenson
| Sociétés | Poste | Début |
|---|---|---|
Global Association of Risk Professionals
 Global Association of Risk Professionals Miscellaneous Commercial ServicesCommercial Services The Global Association of Risk Professionals is an organization that provides risk management solutions. The non-profit company is based in Jersey City, NJ. The company was founded by Marc Lore, Lev Borodovsky. | Corporate Officer/Principal | 27/07/2010 |
First Asset Canadian Dividend Opportunity Fund
 First Asset Canadian Dividend Opportunity Fund Investment Trusts/Mutual FundsMiscellaneous First Asset Canadian Dividend Opportunity Fund is a closed-end Investment Fund/Investment Trust. The company was founded on March 22, 2010 and is headquartered in Toronto, Canada. On April 19, 2012, the fund converted into an open-end mutual fund. | Corporate Officer/Principal | 28/07/2010 |
| FA Management Corp. | Corporate Officer/Principal | 20/04/2011 |
BMO Capital Markets Corp. (Canada)
 BMO Capital Markets Corp. (Canada) Investment Banks/BrokersFinance BMO Capital Markets Corp. (Canada) (BMO Capital Markets-Canada) is the Canadian brokerage arm of BMO Capital Markets Corp., a full-service financial services provider in the US. The firm was founded in 1817 and is a subsidiary of BMO Asset Management, Inc., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. Headquartered in Toronto, BMO Capital Markets-Canada provides full-service, institutional brokerage services to corporate, institutional and government clients around the world. | Analyst-Equity | 01/09/2018 |
Anciens postes connus de John Stephenson
| Sociétés | Poste | Fin |
|---|---|---|
First Asset Investment Management, Inc.
 First Asset Investment Management, Inc. Investment ManagersFinance First Asset Investment Management, Inc. (First Asset) is a registered investment adviser headquartered in Toronto, Ontario and was founded in 1996. The firm is a subsidiary of First Asset Capital Corp., itself a subsidiary of CI Financial Corp. (TSX: CIX). First Asset manages money for several closed-end investment products and mutual funds. | Gestionnaire de Portefeuille-Actions | 01/05/2014 |
Canadian REIT Income Fund
 Canadian REIT Income Fund Real Estate Investment TrustsFinance Canadian REIT Income Fund is a closed-end investment trust. The company invests in the portfolio of equity securities and convertible debentures of Canadian REITs and Real Estate Issuers. Its investment objective is to provide holders quarterly distributions and the opportunity for capital appreciation. The company was founded on August 29, 2011 and is headquartered in Toronto, Canada. | Corporate Officer/Principal | 18/10/2013 |
Split REIT Opportunity Trust
 Split REIT Opportunity Trust Investment Trusts/Mutual FundsMiscellaneous Split REIT Opportunity Trust is an investment trust. It has been created to provide investors with exposure to a portfolio of securities of real estate investment trusts (REITs). The Fund’s holdings included Allied Properties Real Estate Investment Trust, Artis Real Estate Investment Trust, Boardwalk Real Estate Investment Trust, Calloway Real Estate Investment Trust, Canadian Apartment Properties Real Estate Investment Trust, Canadian Real Estate Investment Trust, Chartwell Seniors Housing Real Estate Investment Trust, Cominar Real Estate Investment Trust, Crombie Real Estate Investment Trust and Dundee Real Estate Investment Trust. The manager of the Fund is First Asset Funds Inc. and the investment adviser of the Fund is First Asset Investment Management Inc. First Asset Funds Inc. is also the trustee of the Fund. The Company was founded in 2006 and is heaequartered in Toronto, ON. | Corporate Officer/Principal | 11/01/2012 |
Canadian Convertible Debenture Fund /Old/
 Canadian Convertible Debenture Fund /Old/ Investment Trusts/Mutual FundsMiscellaneous Canadian Convertible Debenture Fund is a Closed-End Investment Fund/Investment Trust. The company was founded on September 17, 2009 and is headquartered in Toranto, Canada. | Corporate Officer/Principal | 23/05/2011 |
First Asset PowerGen Fund
 First Asset PowerGen Fund Investment Trusts/Mutual FundsMiscellaneous First Asset PowerGen Fund is a closed-end investment trust. Fund's portfolio consists of power generation and energy assets. Fund portfolio involves in the generation and sale of electricity, including hydro-electric, gas fired, coal fired, wind, biomass and biogas, among others, assets related to production of energy, and related energy infrastructure assets, which shall include construction, fuel reclamation, pipeline, trucking and other related services to the power generation industry. Fund was formed on May 23, 2000 and is located in Toronto, ON. | Corporate Officer/Principal | 04/02/2011 |
Formation de John Stephenson
| The University of Waterloo | Undergraduate Degree |
| INSEAD | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 22 |
|---|---|
First Asset PowerGen Fund
First Asset PowerGen Fund Investment Trusts/Mutual FundsMiscellaneous First Asset PowerGen Fund is a closed-end investment trust. Fund's portfolio consists of power generation and energy assets. Fund portfolio involves in the generation and sale of electricity, including hydro-electric, gas fired, coal fired, wind, biomass and biogas, among others, assets related to production of energy, and related energy infrastructure assets, which shall include construction, fuel reclamation, pipeline, trucking and other related services to the power generation industry. Fund was formed on May 23, 2000 and is located in Toronto, ON. | Miscellaneous |
BMO Capital Markets Corp. (Canada)
BMO Capital Markets Corp. (Canada) Investment Banks/BrokersFinance BMO Capital Markets Corp. (Canada) (BMO Capital Markets-Canada) is the Canadian brokerage arm of BMO Capital Markets Corp., a full-service financial services provider in the US. The firm was founded in 1817 and is a subsidiary of BMO Asset Management, Inc., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. Headquartered in Toronto, BMO Capital Markets-Canada provides full-service, institutional brokerage services to corporate, institutional and government clients around the world. | Finance |
First Asset Diversified Convertible Debenture Fund
 First Asset Diversified Convertible Debenture Fund Investment Trusts/Mutual FundsMiscellaneous First Asset Diversified Convertible Debenture Fund is an investment fund which has an objective of providing holders with quarterly cash distributions and the opportunity for capital appreciation. The company was founded on November 10, 2000 and is headquartered in Toronto, Canada. | Miscellaneous |
Triax Diversified High-Yield Trust
 Triax Diversified High-Yield Trust Investment Trusts/Mutual FundsMiscellaneous Triax Diversified High-Yield Trust operates as a closed-end investment fund/investment trust. It seeks to provide investors with consistently superior income equal to or exceeding the yield on ten year government of Canada bonds; and capital appreciation. The company was founded on February 6, 1997 and is headquartered in Toronto, Canada. | Miscellaneous |
First Asset Energy & Resource Fund
 First Asset Energy & Resource Fund Investment Trusts/Mutual FundsMiscellaneous First Asset Energy & Resource Fund operates as a closed-end investment fund, which focuses on capital appreciation. It invests in portfolio of securities, providing service and support to businesses active in the exploration, production, transportation, and distribution of energy and natural resources. The company was founded on August 9, 1996 and is headquartered in Toronto, Canada. | Miscellaneous |
First Asset Active Credit Fund
 First Asset Active Credit Fund Investment Trusts/Mutual FundsMiscellaneous First Asset Active Credit Fund is a closed-end investment fund/investment trust. The trust's investment objectives are to provide Unitholders with a stable stream of tax efficient monthly distributions consisting of capital gains and return of capital; and preserve and enhance the Net Asset Value per Series A Unit and Net Asset Value per Series B Unit. It was founded on July 30, 2003 and is headquartered in Toronto, Canada. | Miscellaneous |
First Asset Pipes & Power Income Fund
 First Asset Pipes & Power Income Fund Investment Trusts/Mutual FundsMiscellaneous First Asset Pipes & Power Income Fund is a closed-end Investment Fund/Investment Trust. The company was founded on January 27, 2010 and is headquartered in Toronto, Canada. | Miscellaneous |
Split REIT Opportunity Trust
Split REIT Opportunity Trust Investment Trusts/Mutual FundsMiscellaneous Split REIT Opportunity Trust is an investment trust. It has been created to provide investors with exposure to a portfolio of securities of real estate investment trusts (REITs). The Fund’s holdings included Allied Properties Real Estate Investment Trust, Artis Real Estate Investment Trust, Boardwalk Real Estate Investment Trust, Calloway Real Estate Investment Trust, Canadian Apartment Properties Real Estate Investment Trust, Canadian Real Estate Investment Trust, Chartwell Seniors Housing Real Estate Investment Trust, Cominar Real Estate Investment Trust, Crombie Real Estate Investment Trust and Dundee Real Estate Investment Trust. The manager of the Fund is First Asset Funds Inc. and the investment adviser of the Fund is First Asset Investment Management Inc. First Asset Funds Inc. is also the trustee of the Fund. The Company was founded in 2006 and is heaequartered in Toronto, ON. | Miscellaneous |
First Asset Canadian REIT Income Fund
 First Asset Canadian REIT Income Fund Real Estate Investment TrustsFinance First Asset Canadian REIT Income Fund operates as a closed-end investment fund/investment trust. Its investment objectives are to provide unitholders with the benefits of high monthly cash distributions together with the opportunity for capital appreciation through the active management of a portfolio of REITs and real estate corporations that are listed on Canadian stock exchanges. The company's portfolio provides diversification among types of real estate holdings, including apartment buildings, shopping centers, office buildings and nursing/retirement homes, among others. First Asset Canadian REIT Income Fund was founded on October 28, 2004 and is headquartered in Toronto, Canada. | Finance |
Preferred Share Investment Trust
 Preferred Share Investment Trust Investment Trusts/Mutual FundsMiscellaneous Preferred Share Investment Trust is a closed-end investment trust. The fund invests in an actively managed portfolio comprised primarily of investment grade preferred shares and to a lesser extent investment grade corporate debt and convertible bonds in order to provide unit holders with the opportunity for growth of their investment value through any capital appreciation of the portfolio and distributions. Its investment objectives are to provide unit holders with quarterly distributions; and with the opportunity for capital appreciation from the performance of the portfolio. Preferred Share Investment Trust was founded on March 11, 2009 and is headquartered in Toronto, Canada. | Miscellaneous |
Canadian Convertible Debenture Fund /Old/
Canadian Convertible Debenture Fund /Old/ Investment Trusts/Mutual FundsMiscellaneous Canadian Convertible Debenture Fund is a Closed-End Investment Fund/Investment Trust. The company was founded on September 17, 2009 and is headquartered in Toranto, Canada. | Miscellaneous |
First Asset Canadian Energy Convertible Debenture Fund
 First Asset Canadian Energy Convertible Debenture Fund Investment Trusts/Mutual FundsMiscellaneous First Asset Canadian Energy Convertible Debenture Fund is a Open end Mutual Fund company founded on September 17, 2009 and is headquartered in Toronto, CA. | Miscellaneous |
First Asset Canadian Convertibles Fund
 First Asset Canadian Convertibles Fund Investment Trusts/Mutual FundsMiscellaneous First Asset Canadian Convertibles Fund is a closed-end investment fund. Its investment objective is to provide holders of units, which include quarterly tax-advantaged distributions and the opportunity for capital appreciation. The company was founded on December 10, 2010 and is headquartered in Toronto, Canada. | Miscellaneous |
Canadian Convertibles Fund
 Canadian Convertibles Fund Investment Trusts/Mutual FundsMiscellaneous Canadian Convertibles Fund operates as a closed-end investment fund/investment trust. Its investment objective is to provide security holders with the opportunity for capital appreciation by investing in an actively managed portfolio comprised primarily of convertible debentures of Canadian issuers. The company was founded on December 10, 2010 and is headquartered in Toronto, Canada. | Miscellaneous |
First Asset Canadian Dividend Opportunity Fund II
 First Asset Canadian Dividend Opportunity Fund II Investment Trusts/Mutual FundsMiscellaneous First Asset Canadian Dividend Opportunity Fund II is a closed-end investment fund. First Asset Investment Management, Inc. will act as the manager, portfolio manager and trustee of the fund and will provide all administrative, investment advisory and portfolio management services required by the fund. The fund was founded in January 2012 and is headquartered in Toronto, Canada. | Miscellaneous |
First Asset Canadian Dividend Opportunity Fund
First Asset Canadian Dividend Opportunity Fund Investment Trusts/Mutual FundsMiscellaneous First Asset Canadian Dividend Opportunity Fund is a closed-end Investment Fund/Investment Trust. The company was founded on March 22, 2010 and is headquartered in Toronto, Canada. On April 19, 2012, the fund converted into an open-end mutual fund. | Miscellaneous |
First Asset Management, Inc.
 First Asset Management, Inc. Investment ManagersFinance First Asset Management Inc. is independent asset management firms.It's operations include pension funds, foundations and endowments, high net worth private clients, as well as investment and financial advisory services. | Finance |
First Asset Investment Management, Inc.
First Asset Investment Management, Inc. Investment ManagersFinance First Asset Investment Management, Inc. (First Asset) is a registered investment adviser headquartered in Toronto, Ontario and was founded in 1996. The firm is a subsidiary of First Asset Capital Corp., itself a subsidiary of CI Financial Corp. (TSX: CIX). First Asset manages money for several closed-end investment products and mutual funds. | Finance |
McConnell Group of Cos.
 McConnell Group of Cos. Oil & Gas ProductionEnergy Minerals McConnell Group of Cos. provides oil field services. The private company is based in Brooks, Canada. McConnell Group of Cos. was acquired by McConnell Group of Cos./Buscholl/ from Destiny Resource Services Corp. on August 20, 2003 for $1.43 million. | Energy Minerals |
Global Association of Risk Professionals
Global Association of Risk Professionals Miscellaneous Commercial ServicesCommercial Services The Global Association of Risk Professionals is an organization that provides risk management solutions. The non-profit company is based in Jersey City, NJ. The company was founded by Marc Lore, Lev Borodovsky. | Commercial Services |
| FA Management Corp. | |
Canadian REIT Income Fund
Canadian REIT Income Fund Real Estate Investment TrustsFinance Canadian REIT Income Fund is a closed-end investment trust. The company invests in the portfolio of equity securities and convertible debentures of Canadian REITs and Real Estate Issuers. Its investment objective is to provide holders quarterly distributions and the opportunity for capital appreciation. The company was founded on August 29, 2011 and is headquartered in Toronto, Canada. | Finance |