Provide independent investment consultation and oversight to high net worth professionals, entrepreneurs, wealthy families, charitable foundations, endowments, pensions, partnerships and corporations - Design tailored portfolios for clients with global scope of investment solutions encompassing domestic and foreign equity, fixed income and alternative strategies (hedge funds, commodities, real estate, mortgage lending, venture capital, private equity) - Help clients make appropriate decisions, preserve capital, meet income needs, maintain appropriate diversification, achieve stability and realize enhanced risk-adjusted returns by selecting consistently superior managers accessible through institutional-level pooled funds and segregated accounts - Also provide research and partnership services to advisors enabling them to expand their product offering to clients and concurrently increase the amount of time available to focus on other aspects of their full service business

Provided objective investment advisory and asset management for ultra high net-worth clients, foundations, endowments and institutions - Allocated assets with a focus on risk management and consideration for tax, income and capital gains needs - Defined investment policies and portfolio guidelines and monitor to ensure compliance with all constraints - Evaluate investment managers’ approach, process, strategy and characteristics to select for each mandate - Generated performance attribution analysis, exposure reports, assess risk/return relative to peer universe

Published recommendations, estimates, value-added insight for coverage of Technology & Special Situations - Communicated views and expectations with sales & trading, portfolio managers, top-tier institutional clients - Identified attractive opportunities based on fundamental equity research, risk/reward, event-driven analysis - Regularly conducted company research, modeled financials, performed valuations, evaluated comparables - Performed fundamental analysis of firm-specific strategies, operations, sector trends and industry dynamics - Met with senior management, participated in company conference calls and on-site events, and attended industry conferences to enhance ability to assess earnings, guidance, news and significant developments - Contributed to IPOs by assessing potential deal structure, preparing and delivering teach-ins to sales and trading, attending road shows and discussing with tier I/II clients prior to and following initiation of coverage

"RBC Capital Markets is A Premier Investment Bank that provides a focused set of products and services to institutions, corporations, governments and high net worth clients in 160 countries. With nearly 3,000 professional and support staff, we operate out of 75 offices in 15 countries and deliver our products and services through operations in Asia and Australasia, the UK and Europe and in every major North American city. According to Bloomberg, we are consistently ranked among the top 15 global investment banks."

Performed buy-side and sell-side financial due diligence in support of mergers, acquisitions and divestitures - Developed models to assess private equity and M&A transactions and identify key deal issues and implications - Quantified recommendation of purchase price adjustments with detailed reports based on scope of services - Researched market (customers/competitors/industry), drafted memorandums and delivered presentations - Engaged to evaluate and improve merger model for $2 billion acquisition of O&Y by Brookfield consortium - Assessed business issues such as obligations, regulatory and litigation concerns, controls and operations - Analyzed financial statements to assess quality of earnings, working capital, assets, liabilities and cash flow

Managed portfolios for high net-worth clients, trusts, foundations, holding corporations and small institutions - Analyzed performance relative to benchmark comps, performed attribution analysis, assessed risk/reward - Evaluated securities based on equity, debt and credit research for the selection of appropriate investments - Allocated assets and managed risk, building covered positions and applying hedging techniques for equities

Assessed investment opportunities in venture capital, later-stage private equity, mezzanine debt, bridge financings and leveraged buyouts with bias towards Canadian technology and biotechnology companies - Performed due diligence, conducted company/market research and modeled growth for potential financings - Actively involved in several high profile transactions which involved meeting dealmakers, researching companies, building financial models, analyzing accretion/dilution potential - Evaluated management, exit strategies and valuation metrics for various alternatives - Advised investees by working with management and board to help improve operations and accelerate growth - Monitored cyclical/secular trends and reviewed market activity - Created a model to track performance of portfolio holdings and calculate returns for fund’s private investors - Brought Lawrence Enterprise Fund to market, contributing to prospectus, filings, marketing and road show

Managed SPLD unit for tactical marketing team by engaging existing clients and targeting potential accounts - Evaluated market data to forecast sales and develop strategies to generate business and improve revenues - Gained exposure to semiconductor industry trends, competitive landscape, sales and marketing strategies

Designed and tested new enterprise product facilitating VoIP communication in circuit-switched networks - Worked with globally-positioned teams to design and employ an exhaustive call-simulation test environment - Enhanced understanding of telecom standards, network architecture and technical product development