Eric Lees, CFA, CAIA

Experience

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  TD

  Aug 2013 - Aug 2016

  Investment Banking Analyst

  Analyst, Global MiningAnalyst, Special Situations & Restructuring

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  Canada Life

  Sept 2017 - Sept 2018

  Associate Manager, Corporate Finance

  Acquisition of Financial Horizons Group from Genstar Capital. Role involved leading valuation of the business to determine a fair market value as well as accretion / dilution analysis.

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  G3 Canada Limited

  Sept 2017 - Sept 2019

  Corporate Development Associate

  G3 is a 50/50 joint venture between the Saudi Agricultural and Livestock Investment Co ("SALIC") and Bunge.Developed project applications that included a qualitative industry and SWOT analysis in addition to financial return modeling (IRR, NPV, Payback Period).Development of company's 5-year business plan.Assisted in the execution of a C$1.0bln term loan syndicated by 16 global banks.Cash flow and working capital modelling.Counterparty credit analysis.

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  Farmers Edge

  Sept 2019 - Nov 2020

  Corporate Development Manager

  Reported to the CFO. Farmers Edge is a portfolio company of FairVentures, the innovation initiative of Fairfax Financial Holdings Ltd.Assisted in the execution of the company's IPO, including both financial modeling and legal due diligence.Built a financial model with 5-year projections for purposes of filing the company's IPO prospectus as well as roadshow material.Creation of a KPI reporting and monitoring framework.Ad hoc corporate development projects (impairment testing, valuations, industry sizing (TAM), competitor analysis). Show less

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  Bold Commerce

  Nov 2020 - Dec 2021

  Finance Manager

  Reported to the CFO. Bold Commerce is a portfolio company of Whitecap Venture Partners, Round13 Capital, and OMERS Ventures.Executed company's C$35m Series B financing round led by OMERS Ventures.Developed Bold's SaaS KPIs and corresponding reporting framework. Monthly deliverables to both the Board and VCs.Managed and executed the rollout of an ESOP software program to 350 employees.

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  HEB MANITOBA

  Dec 2021 - now

  Senior Associate, Private Markets

  HEB Manitoba is a multi-employer healthcare pension plan with approximately C$11 billion in plan assets. In this role, I report to the Senior Portfolio Manager and Head of Private Markets covering Infrastructure, Real Estate, Private Credit and Private Equity.Responsibilities include:Participate in the sourcing, pre-screening, and evaluation of prospective fund commitments and syndicated co-investments.Perform advanced quantitative and qualitative due diligence and analysis.Monitor and review the performance and risk profile of existing investments.Analyze and report on underlying asset class performance and risk based on portfolio exposures.Build and maintain financial models, spreadsheets, and databases (Preqin, Burgiss, Inframation, Bloomberg, TopQ).Actively participate in due diligence meetings and engage with investment managers.Prepare detailed reports and presentations for senior leadership and the Investment Committee.Develop and maintain relationships with industry participants, including limited partners, general partners, and placement agents. Show less

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  AIF Global

  Jan 2024 - now

  Advisory Board Member

  Selected to participate in the inaugural Advisory Board of the AIF Futures Leader program, which is a division of AIF Global. AIF Global is an investment think tank comprised of more than one hundred Chief and Senior Investment Officers across the world’s largest institutional asset owners and many of the world’s preeminent finance academics (from institutions including Harvard, MIT, Oxford, Yale, and the University of Chicago) and leading investment consultants. AIF Global’s boards are chaired by Harvard Business School Professor of Investment Banking Josh Lerner.AIFFL seeks to identify and engage a diverse cross-section of rising thought leaders within the global institutional asset owner community and to facilitate a constructive dialogue among them in furtherance of their respective organizations' investment objectives. Show less