Private Debt Funds Ninepoint and Third Eye gate their fund...again Stuck in the middle with Third Eye's half-seeing king. OPM May 30, 2024 9 min read
Tech/VC paid Allen Lau, an emerging Innovation Messiah Venture Capitalist Allen Lau, a John Ruffolo sidekick at the Circle Jerk of Canadian Innovators, wants to be a thought leader. OPM May 29, 2024 5 min read
TO Establishment Moses Znaimer is making moves backed by Prem Watsa Moses Znaimer has cornered the market for hyper local content in Canada. OPM May 15, 2024 3 min read
Money Managers Montreal Emerging manager B-CAP Bouthillier Capital (B-CAP) is an emerging manager based in Montreal with international pedigree. OPM May 11, 2024 4 min read
Hedge funds Jeff Banfield retires again Jeff Banfield has graciously acceded to my demands and retired from the hedge fund industry. This is an appreciation. OPM May 7, 2024 5 min read
Private Debt Funds paid Som Seif's Driven is in a state of flux A $200m acquisition seems to be a shell of its former self. OPM Apr 16, 2024 2 min read
Money Managers Som Seif and Purpose Investments Deep investigative work reveals that Som Seif launched Purpose Investments to make as much money as he possibly can. OPM Apr 12, 2024 7 min read
NoBull Klev That time I was a teenager adulting on Bay Street This is the story of my very first job on Bay Street. I also recount some tricky situations I navigated as an attractive, vulnerable teenager living in the big city for the first time, desperate to be taken advantage of. OPM Mar 27, 2024 7 min read
Tech/VC John Ruffolo update A brief update on John Ruffolo’s Maverix Private Equity, focusing on some staff turnover. OPM Mar 20, 2024 3 min read
Money Managers PWL: Tobi Lütke’s advisor is a renegade indexing evangelist Cameron Passmore is a "rock-star" passive investor who doesn't practice your grandpa's indexing strategy. OPM Mar 12, 2024 9 min read
Private Debt Funds Inside the Ninepoint-Waygar Fund 10% December loss A slow motion train wreck seems to be in progress. OPM Feb 29, 2024 12 min read
TO Establishment Miles Nadal renounces material possessions Some major news from Miles Nadal - the thinking man's car guy. OPM Feb 15, 2024 4 min read