Maxam Diversified Strategies Fund turned 12 years on June 30th!
Fund manager Travis Dowle joined host James Burron to discuss arbitrage investing and the growing use of alternatives to achieve investor goals.
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Amy is responsible for managing the administration of the office. Amy brings more than a decade of office management experience to Maxam, including previous experience in the real estate, resource and technology industries.
Sanket is an Analyst with Maxam supporting the firm’s research and investment process. He holds an MBA (Finance) from the University of British Columbia. Prior to earning his MBA, Sanket was an officer in the Indian Navy and graduated from the Indian Naval Academy with a Bachelors of Technology in Electronics and Communication Engineering. He is also a level three candidate in the Chartered Financial Analyst (CFA) program.
Colton is an Associate with Maxam Capital Management Ltd. supporting the firm’s client relationships as well as the sales and business development initiatives. Colton comes from a wealth management background with Raymond James Ltd. and is Chartered Investment Manager (CIM®) designation holder. He earned a B. Sc. while attending American International College (Massachusetts) on a full NCAA Division 1 Hockey Scholarship and the University of Victoria.
Ben is responsible for managing operations and compliance for the firm. Prior to joining Maxam, Ben served as Chief Operating Officer for a Toronto-based event driven hedge fund with a focus on arbitrage strategies, and more recently as an institutional equity trader with CIBC World Markets in Vancouver. Ben holds the Chartered Financial Analyst (CFA) designation and graduated from the University of British Columbia with a Bachelor of Commerce degree (Major in Finance).
Brian joined Maxam in 2016 and holds over a decade of investment industry experience. Prior to Maxam Brian was an investment analyst at a long/short equity fund, and also worked in investment banking at National Bank Financial and Equity Research at Raymond James. Brian is a graduate of the University of British Columbia with a Bachelor of Commerce degree (Major in Finance) and holds the Chartered Financial Analyst (CFA) designation.
Travis began his career in 1996 with MK Wong & Associates, which was later acquired by HSBC Asset Management. Travis left HSBC in 2007 to lead public market investments for a family office/private investment group, before he founded Maxam in 2009. Travis is a graduate of the University of Western Ontario, holds the Chartered Financial Analyst (CFA) designation and is a past guest instructor for Stalla’s CFA exam preparation course.