Financial institutions, governments, policymakers and regulators are all seeking growth and stability in an uncertain world. The Global Risk Institute in Financial Services (GRI) responds to the needs of the private and public sectors for better intelligence, information and training regarding risk in the financial services sector.
Wellington Financial LP is a privately held specialty finance firm providing term and amortizing loans up to $30 million and venture debt loans up to $10 million. Wellington Financial LP is currently deploying a $600 million investment program via its fourth fund. The fund's clients vary in size and business model, but generally have current year revenue in excess of $5 million. Limited partners include several of Canada's largest institutional investors, crown corporations, financial institutions and pension funds
We work with our clients in both public and private companies to navigate the regulatory and corporate environment intelligently and profitably. We know the ins and outs of the securities rules governing public companies and have extensive experience completing financings, take-overs, mergers, acquisitions and other transactions for both public and privately held companies.
The Vision Opportunity Funds ('Vision Funds'), managed by Vision Capital Corporation ('Vision'), focus primarily on the real estate sector, and invest predominantly in Canadian, publicly-traded equity and debt securities. Vision benefits from the experience, expertise, insights and relationships of its portfolio managers, Frank Mayer and Jeffrey Olin. The Vision Funds target investments that are expected to outperform on a medium term, risk adjusted basis. They can make concentrated investments in the Manager's best ideas and themes, and utilize a long-short strategy.
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