Karim Meneeim

Candidat CFA Niveau III

Analyste principal et gestionnaire des risques

+1 (514) 380-5787

kmeneeim@lionguardcapital.com

Karim Meneeim est analyste principal et gestionnaire des riques chez Gestion de capital LionGuard. En tant qu'analyste principal, il mène des recherches fondamentales sur les sociétés et les secteurs d'inérêt, sous la supervision de chef des placements. En particulier, il rencontre les équipes de direction des entreprises, participe à de nombreuses téléconférences, visite les opérations des entreprises, élabore des modèles financiers détaillés, assiste à des conférences de l'industrie, etc.

Dans le cadre de ses responsabilités de recherche fondamentale, Karim utilise Sedar pour accéder aux états financiers historiques des sociétés et Bloomberg pour des analyses comparatives et autres. Il présente ensuite des rapports de recherche détaillés lors des réunions hebdomadaires de l'équipe de recherche. Karim est également chargé de surveiller activement 'ses' sociétés dans l'ensemble des fonds de LionGuard et de formuler des recommandations en matière de placement.

En tant que gestionnaire des risques, Karim supervise les politiques de gestion des risques de différents fonds gérés par la société et veille à leur mise en oeuvre. M. Meneeim anime des réunions internes de gestion des risques, documente ses conclusions et supervises la mise en place des actions correctives éventuelles. Il est également un participant clé lors des évaluations internes des PRI (principes pour l'investissement responsable).

Avant LionGuard, Karim a travaillé comme analyste en investissements couvrant les actions mondiales en mettant l'accent sur les titres immobiliers publics pour un fonds de 2,0 milliards de dollars. Il effectuait une analyse 'bottom-up' et diligence raisonnable sur plusieurs titres cotés dans différents pays, dont le Royaume-Uni, la Belgique, les Pays-Bas et la Suède. Avant d'occuper ce poste, M. Meneeim a travaillé comme associé auprès de la Banque Nationale - Marchés Financiers dans le secteur de la recherche sur les actions côté vendeurs. Il a couvert les actions canadiennes de petites et moyennes capitalisations dans l'espace des situations spéciales composé des noms des secteurs de la Consomation de Base et Industriel.

M. Meneeim est dimplomé de la John Molson school of Business de l'Uniersité Concordia, où il a obtenu un baccalauréat en commerce en finance et une mineure en économie. Il est candidat CFA niveau III.


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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.