Mike Powell, CFA

Experience

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  The Compass Newspaper

  Jul 2006 - Sept 2007

  Journalist

  Worked for two summers contributing articles in print and online editions

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  International Development Research Center

  Apr 2007 - Sept 2007

  Financial Analyst
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  The Fund@Sprott

  Apr 2011 - Dec 2012

  Established in 2007, The Fund at Sprott School of Business is an actively managed equity portfolio that has outperformed both the S&P 500 and the S&P TSX in total returns since its inception, grown its capital base by 25% despite the recession, and warranted a recent infusion of $1M in additional assets under management (sprott.carleton.co/thefund).● Developed and led value investing and management strategies for a $650K, long equity, global portfolio with a North American focus; ● Oversaw a 17-member team and managed average transactions of $50K; ● Analyzed attribution and the impact of existing and potential investment on the portfolio as a whole and directed asset and sector allocation, buy/sell decisions, succession planning and the research and evaluation of systematic trading opportunities; ● Monitored fund performance and priced and managed risk across multiple asset classes and sectors;● Excelled in training/mentoring and authored Bloomberg tutorials for students and Fund members.ACHIEVEMENTS: ► Represented the Fund at the world’s largest student investment conference (RISE in Dayton, Ohio): a 3-day event featuring top speakers from Wall Street, corporate America, government and the financial media ► Led the team that finished 6th out of 200 of the world’s best student-managed investment funds (0.4 Sharpe) in the Value Investment category of the RISE Competition ► Authored a primer tutorial currently used by every MBA and undergrad student in the Capstone Strategic Management course ► Significantly revitalized the Fund’s availability of resources by designing and implementing a series of dashboards that automatically collected macro, industry, market and firm-specific data from Bloomberg in real time___________________________________________ Show less See previous overview of organization● Analyzed financial data, market trends, risk and records of businesses to develop financial ratings and investment recommendations within the Oil and Gas industry with a focus on offshore drilling. ACHIEVEMENTS: ► Recruited into the Fund: an organization established to develop the "best and brightest" BComm and MBA students at Sprott for success in high finance and capital markets___________________________________________ADDITIONAL EXPERIENCE Show less

  • Portfolio Manager

    Jan 2012 - Dec 2012

  • Sector Manager - Basic Materials

    Sept 2011 - Dec 2011

  • Equity Analyst

    Apr 2011 - Sept 2011
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  Scotiabank

  Jan 2013 - May 2013

  Market Research Analyst

  With $670B+ in assets, Scotiabank is the third largest bank in Canada and serves 19 million personal, commercial, corporate and investment banking customers in 55+ countries (#92 Forbes Global 2000 in 2012, www.scotiabank.com). ● Supported a team of approximately 100 brokers, traders, commercial bankers and customer relationship specialists with information, analyses, risk assessments and national/international industry profiles to facilitate client engagement and prospecting; ● Identified revenue opportunities for prospects across a wide array of industries (i.e. financial position, risk appetite, industry climate, etc.) and developed and updated financial models and valuation tools; ● Conducted due diligence and interpreting, manipulating and standardizing economic data; ● Identified proprietary indicators to enhance the delivery of insightful and actionable investment advice; ● Managed relationships across a network of research sources, covered companies and institutional clients.ACHIEVEMENTS: ► Enhanced prospecting and client engagement by developing a suite of 16 comprehensive online industry profiles in 4 months ► Received recognition as part of Scotia Applause program excellence in contributions and effort___________________________________________ Show less

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  Suske Capital

  Sept 2013 - Dec 2015

  Senior Associate, Finance

  Established by Chartwell Seniors Housing REIT (TSX: CSH.UN) and Regal Lifestyle Communities Inc. (TSX: RLC) founder Steve Suske, Suske Capital is a Canadian private equity firm, providing M&A Advisory and Asset Management services, and investing in real estate, renewable energy and emerging technology ventures in North America and Europe (www.suskecapital.com). ● Valuing businesses and financial modelling of real estate developments and other complex projects; ● Assisting in executing M&A transactions; ● Performing due diligence and detailed industry analyses of diverse markets and channels; ● Providing operational support to portfolio companies (i.e. deal monitoring, analyzing rent rolls and occupancy trends, etc.); ● Developing budgets, pro forma financial statements, stabilized valuations and performance reporting dashboards; ● Creating assorted marketing materials and pitch books; ● Participating in meetings with clients, management teams and financing sources; ● Supporting the firm’s growth by leading the recruiting, hiring and training of associates and analysts.ACHIEVEMENTS: ► Main architect of the firm’s in-house Development Model: a competitive advantage facilitating improved assessment of development projects and acquisitions (employed on approximately $150M of real estate investments in 22 months) ► Created a suite of dashboards that served as the reporting foundation for a $100M acquisition ► Modeled large solar development projects (up to 11MW), developed marketing materials, supported operations and evaluated existing/emerging technology opportunities for a Polish portfolio company that develops solar farms, turnkey facilities and roof-top/ground installations for commercial businesses and agricultural farms ________________________________________ Show less

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  Roynat Capital

  Jan 2016 - Dec 2017

  Associate Director

  Roynat Capital is a wholly owned subsidiary of the Bank of Nova Scotia and is Canada's leading provider of specialized, innovative long-term capital and business solutions for mid-sized companies. Roynat Capital has been providing innovative financial solutions to businesses since 1962. Today we manage a debt and equity portfolio in excess of $3 billion, which includes term debt, subordinated debt, mezzanine financing, and equity financing to over 1100 clients across North America.● Originating, structuring, underwriting, negotiating, and monitoring transactions; ● Assisting in executing M&A transactions; ● Performing due diligence and detailed industry analyses of diverse markets and channels; ● Creating assorted marketing materials and pitch books; ACHIEVEMENTS: ► Originated in excess of $150MM in term, cashflow, and mezzanine debt transactions ► Originated and closed in excess of $60MM in derivatives transactions► Top Producer: 3rd highest gross margin for FY2016 and FY2017 (~301% of origination target)►Top Collaborator: 3rd highest referrals to BNS partners (250% of target)►Key contributor in revising Roynat's lending guidelines to the personal care home industry►Only Roynater recognized by BNS Risk Solutions desk with "Swappie" in 2016 for referrals to derivatives desk Show less

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  Portcullis Capital Inc.

  Jan 2018 - now

  Managing Director

  Portcullis Capital is a real estate investment advisory group based in St. John’s, Newfoundland. We specialize in arranging commercial mortgage financing and equity investment for acquisitions and development projects up to $50MM.Having advised on over $600MM in real estate financings, Portcullis consults on all stages of buy and sell side deals – from conception to closing and post transaction. We provide bespoke financing solutions for acquisitions, divestments, and development projects. Further, our national experience and deep understanding of the atlantic Canadian market make us a partner of choice for regional initiatives.Our local approach provides strong, trust-based relationships with private and institutional lenders, real estate professionals, and design experts. Show less

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  Fort Amherst Healthcare

  Mar 2019 - now

  President