Jordan Steiner

CFA

Gestionnaire de portefeuille

+1 (438) 476-3766

jsteiner@lionguardcapital.com

Jordan Steiner s’est joint à LionGuard gestion de capital en tant que gestionnaire de portefeuille en 2020. Son rôle consiste à générer des idées d’investissement, à effectuer recherche et analyse, à faire le suivi des titres en portefeuille et à gérer les actifs des clients de LionGuard à travers une variété de fonds et de stratégies. Ayant un excellent flair pour dénicher des occasions d’investissement hors du commun, Jordan en effectue ensuite une analyse fondamentale approfondie incluant la consultation de nombreux documents publics, les échanges avec une variété de parties prenantes et, ultimement, l’évaluation de la conformité de l’entreprise aux exigences rigoureuses de LionGuard en termes de qualité et de marge de sécurité.

Avant de se joindre à LionGuard, Jordan occupait les postes de gestionnaire de portefeuille principal des titres à revenu fixe canadiens et des actions américaines et mondiales, ainsi que de chef de la conformité chez Lester gestion d’actifs, une firme de gestion de portefeuille de Montréal. Ce bagage d’expérience diversifié lui a permis d’acquérir une capacité d’analyse étendue où la compréhension de la structure de capital entière d’une entreprise lui donne un point de vue unique sur les caractéristiques procurant le meilleur rapport risque/rendement.

La passion de Jordan pour les marchés financiers remonte à sa tendre enfance alors qu’il regardait CNBC le matin avant de partir pour l’école primaire. Il a tôt fait de découvrir que l’analyse fondamentale représentait le véritable gage de succès à long terme sur les marchés boursiers. Jordan a l’intime conviction qu’un portefeuille de placement devrait être constitué d’entreprises de qualité acquises à prix raisonnable et détenues à long terme.

Jordan a obtenu un baccalauréat en commerce de l’Université McGill avec la mention ‘’Great Distinction’’.  Il porte également le titre de Chartered Financial Analyst (CFA) du CFA Institute et a complété le cours à l'intention des associés, administrateurs et dirigeants (AAD) de l’Institut canadien des valeurs mobilières. Jordan agit à titre de mentor au sein du programme Van Berkom de gestion de portefeuille de titres à petite capitalisation boursière de l’Université Concordia.

Dans ses temps libres (pour ce qui en reste depuis la naissance de ses deux enfants), il aime s’adonner à la cuisine, au golf, au ski et aux jeux-questionnaires.


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Legal Disclaimer

Accredited Investor Status Questionnaire

Units of the Funds are offered to qualified investors resident in the provinces and territories of Canada (the “Offering Jurisdictions”) pursuant to applicable exemptions from the prospectus requirements of the securities laws in the Offering Jurisdictions. Qualified investors must rely on one of the following exemptions available to purchase units of the Funds:

1. ACCREDITED INVESTOR EXEMPTION:
The Funds will accept subscriptions from investors who qualify as an “accredited investor” under the meaning of National Instrument 45-106 Prospectus  Exemption ("NI 45-106") or, for Ontario residents, Section 73.3 of the Securities Act (Ontario). Some of the most common ways to qualify as an accredited investor are:

(d) a person registered under the securities legislation of a jurisdiction of Canada as an adviser or dealer;

(e) an individual registered or formerly registered under the securities legislation of a jurisdiction of Canada as a representative of a person referred to in paragraph (d);

(j) an individual who, either alone or with a spouse, beneficially owns financial assets having an aggregate realizable value that before taxes, but net of any related liabilities, exceeds $1,000,000;

(k) an individual whose net income before taxes exceeded $200,000 in each of the 2 most recent calendar years or whose net income before taxes combined with that of a spouse exceeded $300,000 in each of the 2 most recent calendar years and who, in either case, reasonably expects to exceed that net income level in the current calendar year;

(Note: If individual accredited investors wish to purchase through wholly-owned holding companies or similar entities, such purchasing entities must qualify under section (t) below, which must be initialed.)

(l) an individual who, either alone or with a spouse, has net assets of at least $5,000,000;

(m) a person, other than an individual or investment fund, that has net assets of at least $5,000,000 as shown on its most recently prepared financial statements;

(n) an investment fund that distributes or has distributed its securities only to:

(i) a person that is or was an accredited investor at the time of the distribution,

(ii) a person that acquires or acquired securities in the circumstances referred to in sections 2.10 [Minimum amount investment] or 2.19 [Additional investment in investment funds] of NI 45- 106, or

(iii) a person described in paragraph (i) or (ii) that acquires or acquired securities under section 2.18 [Investment fund reinvestment] of NI 45-106;

(o) an investment fund that distributes or has distributed securities under a prospectus in a jurisdiction of Canada for which the regulator or, in Québec, the securities regulatory authority, has issued a receipt;

(p) a trust company or trust corporation registered or authorized to carry on business under the Trust and Loan Companies Act (Canada) or under comparable legislation in a jurisdiction of Canada or a foreign jurisdiction, acting on behalf of a fully managed account managed by the trust company or trust corporation, as the case may be;

(q) a person acting on behalf of a fully managed account managed by that person, if that person is registered or authorized to carry on business as an adviser or the equivalent under the securities legislation of a jurisdiction of Canada or a foreign jurisdiction;

(r) a registered charity under the Income Tax Act (Canada) that, in regard to the trade, has obtained advice from an eligibility adviser or an adviser registered under the securities legislation of the jurisdiction of the registered charity to give advice on the securities being traded;

(s) an entity organized in a foreign jurisdiction that is analogous to any of the entities referred to in paragraphs (a) to (d) or paragraph (i) in form and function;

(t) a person in respect of which all of the owners of interests, direct, indirect or beneficial, except the voting securities required by law to be owned by directors, are persons that are accredited investors;

(u) an investment fund that is advised by a person registered as an adviser or a person that is exempt from registration as an adviser, or;

(v) a person that is recognized or designated by the securities regulatory authority or, except in Ontario and Québec, the regulator as an accredited investor.