In the next Best Ideas Session of the day, we will hear from four esteemed investors, starting with Dan Dreyfus.

Dan serves as the founder and CIO at Bornite Capital. Dan is a long-time supporter of Capitalize for Kids, having spoken at our conference on several occasions, serving on our advisory board, and supporting C4K through donations. As a student, Dan found success in national investing competitions for three consecutive years, leading this Canadian to the United States to find success in the capital markets community. A 3G Capital and Goldman Sachs alumnus, Dan started Bornite in 2019 and his previous pitches have focused on natural resources-oriented companies such as Cheniere Energy Inc. and Wheaton Precious Metals. Join us to find out Dan’s next idea.

Following Dan, David Fiszel will take the stage. David is the founder and CIO of Honeycomb Asset Management LP, an investment management firm focused on innovation and specializing in long/short equity and select private investments. Away from investing, David has deployed capital through his family foundation to support education and health care. David is an attentive investor with a keen eye for trends and relationship building; his leadership drives Honeycomb’s mission to Invest in the Future and Short the Past. If reported portfolio holdings from June 2021 are any indication, organizations that deploy technology as their primary (and, in many instances, their only) method of interaction with clients is the future. We look forward to hearing how this outlook influences his pitch.

Following David, Bill Peckford will take the stage. Bill is strategy lead for the U.S. equity long/short team at Polar Asset Management Partners. After joining the firm in 1995 as an equity analyst, he developed the U.S. equity long/short strategy in 1997 with Paul Sabourin, who spoke at the 2015 Investors Conference. Bill and the team at Polar adopt a process of bottom-up analysis across value, growth or momentum opportunities, creating a portfolio that he believes is uncorrelated and ripe to deliver low volatility while preserving capital. Bill and his partner have been strong community supporters through United Way and across several hospitals in Toronto. We are fortunate to have Polar as a multi-year partner of the conference and look forward to Bill’s presentation.

The final speaker of this session is Michele Robitaille. Michele is managing director, head of responsible investing for Guardian Capital LP. In this global role, she has responsibility for the consistent integration of responsible investing principles into Guardian’s investment processes and enhancing the alignment of responsible investing activities across the firm. Historically, Michele has focused her investments on companies with consistent dividend delivery, supported by strong capital base and earning capacity. Away from Bay Street, Michele has been an ardent supporter of North York Women’s Shelter.

We expect Michele’s pitch to reflect the strong influence of ESG principles and look forward to hearing from Michele before breaking for lunch.