Financing Corporate Growth
Presentations, lecture notes and visual aids delivered at the Federated
Press Financing Corporate Growth Course held in Toronto on April 30 & May 1,
2001.
To purchase, please
contact
Federated Press.
Course Leader
John Hague
Deloitte & Touche Corporate Finance Canada Inc. |
John Hague is a Managing Director, Private
Placements, Deloitte & Touche Corporate Finance Canada Inc. John has
more than 20-years experience in mid-market corporate finance as a
lender, corporate treasurer, and investor. He held a variety of
management positions with Canadian and international banks with
particular responsibilities for originating, negotiating and managing a
wide range of financial transactions for mid-market Canadian companies.
As a director of a number of private and public client companies, John
has actively participated in their long-term development as well as
day-to-day management. |
Co-Lecturers
Jeff Burdon
Bank of America Canada |
Jeff Burdon has been working in the
Canadian financial services industry for the past 16 years. Prior to
joining Bank of America Canada as Vice President of Asset-Based Lending
in 1997, Mr. Burdon was a successful commercial and corporate lender
with two of Canada's Schedule I banks. Mr. Burdon is Chairman of
Membership for the Toronto Chapter of the Commercial Finance
Association.
Bank of America Canada, is a wholly owned
subsidiary of Bank of America, the second largest bank in the U.S. With
over $7.5 billion in assets, Bank of America Canada has been active in
the Canadian market place for over 25 years. The Bank has more than 300
employees with offices in Vancouver, Calgary, Toronto and Montreal.
|
Anthony J. Cohen
Gulf & Pacific Equities Corp.
|
Anthony J. Cohen is CEO and CFO of Gulf &
Pacific Equities Corp. He received a B.S.B.A. (Bachelor of Science
Business Administration) from Creighton University, Omaha Nebraska in
1980. He is founder and President of Ceyx Properties Ltd. (founded in
1985), Plato Gold Corp. (founded in 1996) and Gulf & Pacific Equities
Corp (founded in 1998). Mr Cohen is a Director of all three companies as
well as Gendis Inc., a TSE listed company involved in he natural gas
pipeline business and the retail business through the Saan Stores
national retail chain. Mr. Cohen has lectured at the University of
Toronto. |
Paul Stevens
The CIT Group, Inc. |
Starting out in banking upon graduating
from York University with an Honours Degree in Economics, Paul has been
involved in the finance industry for over 20 years.
Paul spent eleven years working with chartered banks as a
lender to commercial and corporate borrowers. This was followed by
several years with a private placement firm offering senior debt to a
similar market on behalf of a number of largely non-bank financial
institutions. For the past three years, Paul has
been working in the leasing industry focusing primarily on equipment and
energy management financing.
|
Patrick Montpetit
Bioniche Life Sciences Inc. |
Patrick Montpetit is currently the Vice
President and Chief Financial Officer for Bioniche Life Sciences Inc.,
an established biopharmaceutical company that has developed a
diversified portfolio of products for both human and animal health. In
his role at Bioniche Life Sciences he has successfully assisted the CEO
to raise $7 million and is currently involved in activities to raise an
additional $25-35 million. Prior to joining Bioniche Life Sciences Inc.,
Mr. Montpetit held senior financial positions in several biotechnology
organizations and was instrumental in securing financing from both
private and government funding sources where he helped raise over $50
million in the past 6 years. Mr. Montpetit holds a Bachelor of Commerce
degree and is a member of the Canadian Institute of Chartered
Accountants. He has served as a panelist in a round table on cross
border Transactions at Bio 2000, served as a task force member of the
Biotechnology Human Resource council and held Board of Directors seats
in biotechnology organizations.
|
George R. Fowlie
NB Capital Partners Inc. |
Mr. Fowlie joined NB Capital Partners as
a Partner in January 2000. Prior to joining NBCP, Mr. Fowlie was a
Managing Director at National Bank Financial and First Marathon where,
from 1991 to 1999, he was responsible for equity underwriting, private
placements of debt and equity, M & A, and general corporate finance
advisory work. Coverage focused on industrial products, financial
services, and technology sectors. Mr. Fowlie also has five years of
merchant banking experience at First City Capital, 10 years mid-market
and mezzanine financing experience as a Partner at Commercial Capital,
and four years corporate banking experience at Mercantile Bank of
Canada. Mr. Fowlie holds a B.A. in English from
University of Toronto and has an MBA from University of Western Ontario.
He has served on a number of public and private company boards, and is
active in community and charitable organizations.
|
Mauro Spagnolo
CIBC |
Mauro Spagnolo joined CIBC in January
1986 and is currently Vice President, Knowledge-Based Business.
KBB is a national team servicing the financing needs of
Technology, Health Sciences and Entertainment companies across Canada.
During his 15 year tenure at CIBC, Mauro has focussed on a variety of
industry sectors including automotive, manufacturing, retail and cross
border financing. Mauro also has private sector experience, operating
both technology and real estate companies. Mauro
received his Honors Business Administration from the University of
Western Ontario in 1984 and is in the final year of his Executive MBA at
the Richard Ivey School of Business. |
Guest Lecturers
| Matt Hurlburt, Vice-President,
Private Placements, Deloitte & Touche Corporate Finance Canada Inc.
Anil Nayak, Analyst, Private Placements, Deloitte
& Touche Corporate Finance Canada Inc.
Joanna Burn, Associate, Mergers & Acquisitions,
Deloitte & Touche Corporate Finance Canada Inc.
Kathryn Fric, Vice-President, Private Placements,
Deloitte & Touche Corporate Finance Canada Inc.
Colin J.B. Chisholm, Associate, Private
Placements, Deloitte & Touche Corporate Finance Canada Inc.
Arun Bery, Senior Manager, Syndications, National
Bank of Canada |
Biographies are accurate at the time of recording.
|
