The Inflection Strategic Opportunities Fund is only available to Canadian Resident Accredited Investors as detailed in Accredited Investor Criteria
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Inflection Management Inc. (”Inflection”), based in Vancouver BC, is registered as a Portfolio Manager in British Columbia; an Investment Fund Manager in British Columbia, Ontario, and Quebec; and as an Exempt Market Dealer in British Columbia, Alberta, Saskatchewan, Ontario, and Quebec.
Inflection’s Founder and President, Ari Shiff, has over 20 years of experience in the financial markets with particular emphasis on hedge funds, special situations, mergers, and acquisitions.
Inflection Strategic Opportunities Fund (“ISOF”) was created by Inflection to strategically access opportunities created by the market dislocations of 2007 and 2008 and their continuing repercussions.
Inflection’s flexible investment style and markets experience allow us to select what we believe are the most appropriate mix of strategies to suit diverse market conditions and to seek to opportunistically capitalize on near term trading opportunities.
Inflection places significant emphasis on risk management with a focus on research depth and operational controls.
Management has a significant investment in ISOF and considers investors to be partners.
Therefore, its focus is on the needs of both taxable investors and private foundations, and provides extensive transparency, reporting, and communication.
Ari Shiff founded Inflection Management in 2009 and leads fund research, risk management, and portfolio strategy development. Inflection Management Inc. is 100% owned by The Ari Shiff Family Discretionary Trust.
From 2004 through 2008, Mr. Shiff was the co-founder and President of KCS Fund Strategies Inc., the trustee, manager, custodian, and registrar of the Absolute Core Return Fund (the “ACR Fund”.) Mr. Shiff ’s role involved hedge fund manager selection and macroeconomic strategy. In the Spring of 2008, Mr. Shiff sold his interest in KCS to his partner and subsequently redeemed his investment in the ACR Fund.
Since 1980 Mr. Shiff has been the President and Portfolio Manager of Shi-Five Corporation. From 1980 to 1996 the firm managed a private equity long-only portfolio primarily focused on media, entertainment, and infrastructure investments. From 1996 to 2004, Mr. Shiff and his team created and managed a privately-held portfolio of hedge funds. In the early 1990s, Mr. Shiff served as an Analyst at Kingsbridge Capital Corporation, a Merchant Bank, in Toronto, and then led Strategic Planning for PNG-Pac National (previously DRG Canada), a client of Kingsbridge Capital.
Mr. Shiff obtained his graduate and post-graduate degrees in architecture at Harvard (Graduate School of Design) and Cambridge Universities (Jesus College), respectively. He holds a BA from the University of Toronto. In volunteer roles he serves as a Board Member and Past-President of the Vancouver Talmud Torah School, and is Co-Chair of the school’s Campaign Organizing Committee. Mr. Shiff is also Vice-President of King David High School and engaged in many aspects of educational philanthropy in Vancouver. Mr. Shiff has the majority of his investable net worth in Inflection Management’s funds.
Amanda Singh joined Inflection in March 2016. She is responsible for developing and maintaining compliance policies and procedures in addition to completing financial and regulatory reporting. Prior to Inflection, Ms. Singh worked as the finance and compliance officer at a boutique portfolio and investment fund manager. Before moving to the finance industry, she had previously worked at an umbilical cord blood bank and a scientific association management firm.
Ms. Singh graduated from Simon Fraser University and is Chartered Professional Accountant (Certified Management Accountant) and a Chartered Financial Analyst (CFA) charterholder.
Jamison McAuley joined Inflection Management in January 2014. He assists the Chief Strategist, Sr. VP Investments, and the rest of the team with all aspects of managing the Inflection Strategic Opportunities Fund. Mr. McAuley’s primary focus is on hedge fund due diligence, portfolio construction, macro economic analysis, and business development. His previous experience includes financial consulting in the energy services field and equity research for a university endowment. He is a graduate of the University of Western Ontario and a CFA Charter holder.
Paul joined Inflection Management Inc. in May 2015.
Paul is the former Director of Business Development of Clera Inc., one of the world’s leading private CNS drug development firms. Prior to Clera, Paul was the Director of Sales and Marketing for Polar Securities, Canada’s oldest and largest dedicated hedge fund company, where he raised both retail and institutional assets in Canada and abroad.
Previously, he was a Vice President of Sales and Marketing at Mackenzie Financial, one of Canada’s largest mutual fund companies, where he led the marketing arm of its structured products division and oversaw a $1 billion asset territory of investment advisors.
Paul holds a Bachelor of Arts with Honours from Queen’s University and a Master of Business Administration from IESE Business School. He speaks English, French, German and Spanish.
Director of Marketing
Carla van Messel has worked with Inflection Management since 2009 on media production and professional networking. Ms. van Messel also manages the design direction for web and print materials for the company.
From 1995 through 2008 Ms. van Messel owned and operated Hipbaby, a National retail chain of parenting supplies based in Vancouver. Prior to that she worked as a creative professional in Toronto for Spencer Francey Peters (now Cundari) in sales, branding and annual report design.
Ms. van Messel graduated with a BFA in Fashion Design and Manufacturing from Ryerson Polytechnical Institute in Toronto.
Jennifer Hills, Bookkeeping
Jennifer Hills has worked with Inflection Management since 2009 and manages the bookkeeping requirements for the company.
Jennifer owns and operates a bookkeeping company servicing a variety of small businesses throughout British Columbia.
Jennifer graduated from BCIT with a dual diploma in Financial Management and Hotel & Restaurant Management.
Global network referrals, industry contacts, and strategy search.
Fit with ISOF’s capital preservation emphasis, defined risk/reward balance. Screen against macroecomomic opportunities and risks.
Fundamental, quantitative and operational reviews. Multiple levels of risk identification and review.
Portfolio fit, diversification, investment style and market. Methodology of manager implementation and risk profile review.
Build relationship with manager to ensure timely communications and transparency in Investment Committee debate.
Ongoing monitoring and continuous due diligence. Monitor for risks including style drift, operational risk and return inconsistencies.
Weekly meeting to review the macroeconomic climate, current market conditions, risks, returns, liquidity, and portfolio allocations.
Portfolio holdings and composition are subject to constant scrutiny.
ISOF seeks to remain nimble in order to opportunistically place investments across multiple asset classes, geographies, and economic sectors.
ISOF strives to have a low correlation to the other asset classes likely to exist in our investors’ portfolios, in order to improve the diversity of their asset mix.
ISOF portfolio funds are initially viewed
as either: Short-term tactical opportunities, or Longer-term investments with managers that we believe can react dynamically to various market cycles.
ISOF portfolio funds typically have investment minimums of $1 to $25 million.
Portfolio Manager Inflection Management Inc. 1981 West 19th Ave., Vancouver, B.C. V6J 2P2, Canada
Fund Structure British Columbia Unit Trust
Inception October 2010
Currency US Dollar (USD) and Canadian Dollar (CAD) Series Available
High Water Mark Absolute
Investments Accepted Continuously, subject to manager discretion
Redemptions Accepted Quarterly with 90 days notice
Minimum Investment USD: Series A: $25,000 | Series B: $1,000,000
CAD: Series AC: $25,000 | Series B: $ 1,000,000
Management Fee USD: Series A: 1.5% per annum, paid monthly | Series B: 1.0% per annum, paid monthly
CAD: Series AC: 1.5% per annum, paid monthly | Series BC: 1.0% per annum, paid monthly
Incentive Fee USD: Series A: 15%, paid annually | Series B: 10%, paid annually
CAD: Series AC: 15%, paid annually | Series BC: 10%, paid annually
FundServ Codes USD: Series A - ISO501 | Series B - ISO502
CAD: Series AC - ISO601 | Series BC - ISO602
Early Withdrawal Fee 5% if redemption requested during the first 12 months (fee waived for redemption of 10% or less of original investment)