OPM WIRE
A blog about Bay Street, money managers, funds, moguls, who's killing it, who's getting killed. No stock picks, no macro.
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Tech/VC
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Daniel Debow, the Forrest Gump of Canadian tech
A profile of the tech entrepreneur and angel investor Daniel Debow, an important node in the Canadian tech cognoscenti.
5 min read
White Falcon Capital Management and Balkar Sivia
A sensible emerging manager with good pedigree and fee for performance only model.
3 min read
Montreal Emerging manager B-CAP
Bouthillier Capital (B-CAP) is an emerging manager based in Montreal with international pedigree.
4 min read
Money Managers
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CI Financial minor tidbits from the Mubadala takeover
Minor tidbits on key players in the CI Financial - Mubadala Capital tie-up.
2 min read
Prime Quadrant leaves American private equity owner
Mo Lidsky has led his UHNW-focused Prime Quadrant (”PQ”) out of the bondage of private equity ownership.
3 min read
Teachers Venture Growth and the ApplyBoard debacle
A long deep dive into another problematic investment by Teachers Venture Growth, ApplyBoard.
15 min read
CI Financial: guide to moving parts of the empire
CI Financial has many different constituent parts, put together over a very acquisitive history. Will this empire survive intact under its new private equity owners?
4 min read
Heather Reisman origin story
A polemical discussion of Heather Reisman's career from her first job in business to her comeback prospects at Indigo.
6 min read
Ontario Teachers Venture Growth and Captain Olivia Steedman
Teachers Venture Group falls short of its 30% annual return target, not surprisingly.
4 min read
Shopify, Tobi Lütke, MAGA & DOGE
MAGA fever is spreading in Canada. I inject the usual polemics.
7 min read
Tech, corporate welfare and Sheertex
This is the story of a textile entrepreneur who has raised US$250m, wants to transform the Western world into building more, but still needs a little help from a small, impoverished provincial government. Featuring drive-by smears of VC Allen Lau and Paul Desmarais III.
6 min read
Another private debt fund bites the dust - Productivity Media
Victims of this $200m fund implosion include Kensington Capital for $2.5m and Micheal Lee-Chin's Mandeville Private Client.
3 min read