inflection_fish

Company Profile

Inquiry

Please get in touch if you have any questions

Tel: 604.730.9147

info@inflectionmanagement.com

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.

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Team

Ari Shiff

Ari Shiff, Founder, President and Chief Strategist

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

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Amanda Singh, CPA, CMA, CFA  Chief Financial & Compliance Officer

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

Jamison McAuley, CFA Vice President Investments

Jamison McAuley joined Inflection Management in January 2014. He assists the Chief Strategist 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.

Carla van Messel

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

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.

InvestmentProcess

Investment Process

Manager Origination

Global network referrals, industry contacts, and strategy search.

Initial Screening

Fit with ISOF’s capital preservation emphasis, defined risk/reward balance. Screen against macroecomomic opportunities and risks.

Due Diligence

Fundamental, quantitative and operational reviews. Multiple levels of risk identification and review.

Portfolio Allocation

Portfolio fit, diversification, investment style and market. Methodology of manager implementation and risk profile review.

Operating Process

Build relationship with manager to ensure timely communications and transparency in Investment Committee debate.

Manager Monitoring

Ongoing monitoring and continuous due diligence. Monitor for risks including style drift, operational risk and return inconsistencies.

Portfolio Monitoring

Weekly meeting to review the macroeconomic climate, current market conditions, risks, returns, liquidity, and portfolio allocations.

Ongoing Screening

Portfolio holdings and composition are subject to constant scrutiny.

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Strategy

Inflection Strategic Opportunities Fund (“ISOF”) attempts to anticipate the significant inflection points in the markets in which it invests, and to identify catalysts with defined potential resolutions.

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.

ISOF portfolio holdings and opportunities are continuously monitored, reviewed and traded as needed in an effort to produce optimal portfolio returns.

FundTerms

Fund Terms

Inquiry

Please get in touch if you have any questions

Tel: 604.730.9147

info@inflectionmanagement.com

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