OPM Wire 💰⚔️🇨🇦 @OPMWire
Topics: Bay St, money managers, moguls, fintech, who's killing it, who's getting killed. No stock picks, no macro. Subscribe at https://t.co/PO2ZxJuRjx opmwire.com Toronto Joined September 2019-
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Ninepoint / Waygar trouble
In October 2023, Ninepoint issued a press release to announce a partial repayment from Aemetis to its flagship private credit strategy, managed by Third Eye Capital. $AMTX 1/3
Latest with @Mathieu_Dion and @xieyebloomberg
Latest with @Mathieu_Dion and @xieyebloomberg
I wrote about my very first job on Bay Street, as a teenager It's way better than Wuthering Heights opmwire.com/nobull-klev-fi…
Paul Rivett, former Fairfax $FFH.TO president, starting a new insurance/investment holding company, with a current market cap of $15mm. $WI.V globenewswire.com/news-release/2…
I wrote a brief update on John Ruffolo and Maverix Private Equity: opmwire.com/john-ruffolo-u…
Nice work by @timkiladze "The worst loans are made in the best of times" — Howard Marks Most of these Canadian funds available to retail investors are in survival mode, reaping what they sowed. The problems within their portfolios are evident. Their best days are behind.
Nice work by @timkiladze "The worst loans are made in the best of times" — Howard Marks Most of these Canadian funds available to retail investors are in survival mode, reaping what they sowed. The problems within their portfolios are evident. Their best days are behind.
The big Globe private debt fund article repeats a familiar misconception about "accredited investor" someone with $20 is an accredited investor if their account is managed by an advisor ...these are products sold by advisors, mostly
Constellation Software looks to ‘experiment’ by buying Canadian VC-backed companies - The Globe and Mail theglobeandmail.com/business/artic…
Tobi Lütke's money manager: opmwire.com/pwl-capital-ca…
This piece on a small debt fund has 2,300 views inexplicable...even I wouldn't read it if I wasn't involved opmwire.com/ninepoint-wayg…
.@perplexity_ai is in violation of Ontario securities laws, it recommends securities tailored to the circumstances of an investor
Jason Donville is back: bnnbloomberg.ca/jason-donville…
From private equity investor Graham Weaver:
Canadian tech leaders back new venture studio Simple Ventures. #CDNtech buff.ly/3V0D6vD
Martin Pelletier @MPelletierCIO
47K Followers 4K Following Senior PM @TriVest_WAPC | CFA Charterholder | Invest Pro Columnist @fpinvesting | Risk-Managed Investing | Market Strategy | Views my own | No checkmark not me
Ron Butler @ronmortgageguy
66K Followers 1K Following The big, old, overly opinionated mortgage broker is worried about the future of housing for average Canadians
Ben Rabidoux @BenRabidoux
37K Followers 2K Following Canadian housing/macro/credit...occasionally tweets about fishing. Founder of North Cove Advisors and @EdgeREAnalytics. DMs open. Equal opportunity blocker.
Brad Dunkley @BradDunkley
4K Followers 1K Following Truth seeking investor; CIO at Waratah Capital Advisors. Not investment advice. I believe in small business and small government.
Trevor Scott . AI @TidefallCapital
33K Followers 1K Following No Management Fee. No Closet Indexing. Just Investing. Tweets are not investment advice.
Barry Schwartz @BarrySchwartzBW
30K Followers 257 Following Chief Investment Officer at Baskin Wealth Management. Baskin Wealth or I may own stock mentioned in tweets. None of this is advice - do your own work!
Frederik Christopher .. @NeckarValue
85K Followers 1K Following at the intersection of Money and a Meaningful life master money before it masters you
Eric Nuttall @ericnuttall
92K Followers 397 Following Father of 3, husband, & energy investor. Proponent of the Canadian energy patch & occasional market commentator. https://t.co/WVA6oG8CCO
Daniel Foch @daniel_foch
36K Followers 4K Following The Canadian Real Estate Investor Podcast. Real Estate.
Jay Vas @jayvas
27K Followers 502 Following Investor @ Atlasview Equity Partners. Here to learn & share my learnings. Show me what's in your portfolio (DMs open).
Zay Capital @cap_zay
10K Followers 807 Following Strategy & Finance @ Battery Storage co., focused on EV/ESS. Energy realist. Trading stocks, options and futures. DYODD
buyhighsellhigher @ebitdaddy90
22K Followers 37 Following Ex p72/Citadel/GS. schooled in Boston. (she/her). Will adjust on ur ebitda until u free cash flow. PM (Portfolio Maestro), SS (Stock Shokunin), CFA (lvl9000).
Alex Morris (TSOH Inv.. @TSOH_Investing
55K Followers 4K Following Founder of the TSOH Investment Research Service Long-term equity research and 100% portfolio transparency https://t.co/AVAjy2LgI1
Jason Pereira @jasonpereira
7K Followers 1K Following Partner & Financial Planner @woodgatefi, Ex.Pres. @fpacanada, Director @advancedplanner, fintech expert, writer, podcaster, speaker, lecturer, etc. 🇨🇦🇵🇹
Canadian Dividend Inv.. @CDInewsletter
10K Followers 640 Following Retired from the corporate world @ 39. Now I analyze dividend stocks and write about them. Subscribe to my FREE newsletter below.
Bill @wabuffo
24K Followers 2K Following 1) If you have no edge, correct position size is 'don't buy”. 2) Position sizing is determined by downside. 3) All great investing records employed leverage.
Braden Dennis @BradoCapital
16K Followers 487 Following Engineer, Founder & Investor. CEO @finchat_io Cofounder @cdn_investing
_Repine @Repine329421
27 Followers 2K Following
Rososous @rososous47335
1 Followers 164 Following
Wharesm @WharesmER2xoG
0 Followers 74 Following
Thoothough @thoothough34833
1 Followers 196 Following
Dairthee @dairthee48129
1 Followers 173 Following
Senegiez @senegiez65015
0 Followers 153 Following
Todetee @todetee91204
42 Followers 2K Following
Walter @WalterCurry45
1 Followers 718 Following
Sal @Sal_Albanese
153 Followers 1K Following
Michael @mkonopas
51 Followers 86 Following
AB @AB3985927819930
0 Followers 4 Following
Wheneigh @wheneigh17711
19 Followers 2K Following
TBDCapital @TBDCapital_
18 Followers 114 Following Stock picking journal w/ monthly portfolio performance updates. Stock/Market commentary and community participation. Not financial advice.
Liam Cheung @lcheung
137 Followers 499 Following Private equity investor. Formerly @BlackBerry corp dev, @uofg computer engineering, @HarvardHBS MBA.
Evan @Evan57003752
4 Followers 5 Following
Naveen Ravichandran @31_naveen
2 Followers 156 Following
Waves @waves1891
6 Followers 18 Following
Justin Oliver @OliverJustin2
377 Followers 625 Following Vice President, BMO ETFs [email protected] A wishful evolutionist! A dreamer of balancing imbalances. Disruptive engineer of progressive thinking.
Jason Chen @jaisenzc
48 Followers 177 Following
Bitcoin Bukeles @Bitcoin_Bukeles
14 Followers 129 Following Home of 3333 Bitcoin Bukeles. Inscription date: APRIL 2024. "There's enough money when no one steals" - Nayib Bukele #Ordinals #BTC #SendBukeles
notfinancialadvice @datderEIN
45 Followers 78 Following
smellycat9091 @smellycat9091
32 Followers 39 Following
vanity sharpe @practicallyrisk
91 Followers 662 Following
Naeem Thaver @NaeemThaver
201 Followers 275 Following Entrepreneur in the travel space - long term investor -Swing trader , crypto investor . Obsessed with DD and I love sharing for free ! Karma is real !
Benjamin @benjamin5pen15
36 Followers 43 Following
McShesme @ShesmeMc98423
21 Followers 2K Following
Samir T @SamirT79
13 Followers 46 Following
Cam McDonald @camsends
85 Followers 284 Following
Elestren @Elestren347929
41 Followers 2K Following
Slicer Kale @SlicerKale
7 Followers 23 Following
April Fong @aprilfong
3K Followers 1K Following 🗞👩🏻💻 Executive Editor of @the_logic. Business reporting instructor at @JSchool_CU Formerly @BNNBloomberg @financialpost #PoynterWomenLeaders
Christopher Morris @RCMActual
30 Followers 41 Following
te10 @uniquetweetor
71 Followers 128 Following
nabil Bouazzaoui @bezoutte
33 Followers 173 Following
Cam Chamberlain @Cam_Chamberlain
39 Followers 244 Following
Ben Bergen @Ben_Bergen
3K Followers 2K Following | Art | Books | Politics | Bikes | Travel | Hikes | Global Citizen | President, Council of Canadian Innovators | Tweets are my own opinion|
@INAUGHE BARTHOLOMEWE.. @FelixAleon
158 Followers 3K Following Get posts, news, threads, and images summarized and clarified in simpler and clearer terms and in multiple languages. I also bring you global info in summary.
T.J. Donnelly @TjDonnelly
1K Followers 889 Following President & CEO of https://t.co/z1v942GzmD and owner of https://t.co/CcUglQcmfX. Most importantly, a proud dad, and I like to ride my bicycle.
Tarique Khan @Tarique_Fintech
831 Followers 3K Following Connecting fintechs with banks. Mentor @FintechCadence & Advisor @HoltXchange 💼 @BrimFinancial PaaS for Financial Institutions and Fintech's to launch cards
Derek Hopfner @DerekHopfner
785 Followers 781 Following Building something new. Co-founder of Founded (acq. by @RBCx), prev. CRO @Ownrco. Collecting records on days off.
Cameron Smith @CamSmithD
378 Followers 541 Following Father of 2 boys, BeFi fan. Simplified implementation is my favorite part of financial planning. opinions my own and not advice.
Niall @RiverdaleCapMgt
43 Followers 46 Following
Chris Corbeil @iLoveLoosies
2K Followers 379 Following Professional Lacrosse Player for the Toronto Rock
Rick Lalonde @Rhlalonde
8 Followers 335 Following
Martin Pelletier @MPelletierCIO
47K Followers 4K Following Senior PM @TriVest_WAPC | CFA Charterholder | Invest Pro Columnist @fpinvesting | Risk-Managed Investing | Market Strategy | Views my own | No checkmark not me
Pythia Capital, Baron.. @PythiaR
54K Followers 688 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Ron Butler @ronmortgageguy
66K Followers 1K Following The big, old, overly opinionated mortgage broker is worried about the future of housing for average Canadians
Ben Rabidoux @BenRabidoux
37K Followers 2K Following Canadian housing/macro/credit...occasionally tweets about fishing. Founder of North Cove Advisors and @EdgeREAnalytics. DMs open. Equal opportunity blocker.
Jerry Capital @JerryCap
41K Followers 564 Following Not selling anything. Not investment advice. My personal but public journal. Arguing with you to spare my family. DMs open. DM a mutual friend to unblock.
Steve Saretsky @SteveSaretsky
53K Followers 816 Following Real Estate aficionado. Vancouver Realtor & investor. Host of The Loonie Hour podcast.
T-Val🧃 @valueterminal
27K Followers 3K Following Lapsed CFA Charterholder; shamanic aesthetician; cruise ship Zumba instructor; 20 years of experience with ChatGPT
Stephen Punwasi 🏚�.. @StephenPunwasi
63K Followers 887 Following Finance & tech guy. Co-founder @BetterDwelling. You’ve probably read something I wrote.
Brad Dunkley @BradDunkley
4K Followers 1K Following Truth seeking investor; CIO at Waratah Capital Advisors. Not investment advice. I believe in small business and small government.
Trevor Scott . AI @TidefallCapital
33K Followers 1K Following No Management Fee. No Closet Indexing. Just Investing. Tweets are not investment advice.
Barry Schwartz @BarrySchwartzBW
30K Followers 257 Following Chief Investment Officer at Baskin Wealth Management. Baskin Wealth or I may own stock mentioned in tweets. None of this is advice - do your own work!
Eric Nuttall @ericnuttall
92K Followers 397 Following Father of 3, husband, & energy investor. Proponent of the Canadian energy patch & occasional market commentator. https://t.co/WVA6oG8CCO
Daniel Foch @daniel_foch
36K Followers 4K Following The Canadian Real Estate Investor Podcast. Real Estate.
Patrick OShaughnessy @patrick_oshag
268K Followers 2K Following backing leaders doing their life’s work @psumvc 🟣 @joincolossus 🎙️ “do unto others…and do it first”
Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. Barbarian, Diablo 4. Warlock, Destiny 2. No investment advice, views my own.
John Pasalis @JohnPasalis
34K Followers 531 Following All things Toronto real estate - President and Broker of Record at @RealosophyRE Ideas at @movesmartly
Liberty 💚🥃 @LibertyRPF
29K Followers 867 Following OSV | I write about business & investing 🏦 💰, science & technology 🧪🔬, and the arts 👉 https://t.co/1cGQKu5z98 (free 1x/week, podcast, 23,100+ subscribers)
Jay Vas @jayvas
27K Followers 502 Following Investor @ Atlasview Equity Partners. Here to learn & share my learnings. Show me what's in your portfolio (DMs open).
Zay Capital @cap_zay
10K Followers 807 Following Strategy & Finance @ Battery Storage co., focused on EV/ESS. Energy realist. Trading stocks, options and futures. DYODD
Yaron Naymark @1MainCapital
28K Followers 755 Following Tweets are informational only, never investment advice.
Dominic Elm ⚡️ @elmd_
6K Followers 860 Following Founding Engineer @StackBlitz • Team Lead WebContainer • JavaScript stuff • Node.js • Rust 🦀 • WebAssembly • Deep Learning 🤖 • GDE • Triathlete • Dad ❤️
FP Collective @FP_Collective_
869 Followers 37 Following We aggregate content from top Canadian financial planning creators, keeping you informed effortlessly.
Jeremy Black @jeremywblack
1K Followers 586 Following Fintech entrepreneur turned fintech consultant. I help help fintechs capture market share, manage risk, and scale operations.
Max Brodeur-Urbas @MaxBrodeurUrbas
3K Followers 232 Following Co-Founder @AgentHub_AI (YC W24) Ex-Microsoft
Julia Chung @JuliaChungFP
3K Followers 3K Following CEO @SpringPlans | Consultant @TrellaGroup | Board Dir @FamBizCanada | President @FPACanada
Brandon Koepke, CFA �.. @bdkoepke
1K Followers 99 Following Building something new. Former head of trading at Alpha Architect, former Software Engineer at Amazon Web Services, and Disney Interactive.
Ben Cogan @benjamin_cogan
937 Followers 103 Following Acquiring great DTC businesses │ Co-Founder of Hubble Contacts
Anne T. Phở @AnneTPho
10 Followers 157 Following
Heather Reisman @HeatherReisman
2K Followers 113 Following Chief book lover. Entrepreneur. Co-executive producer of @fedupmovie. CEO of Indigo. Inducted into Canadian Business Hall of Fame (May 2015)
Sidecar Investor @sidecarcap
19K Followers 587 Following Private Investor | World-Class Operators | DMs Open
Viking Vancouver @VikingVan100
2K Followers 56 Following Value investor. Climbed the corporate ladder. Semi-retired. Not investing advice. Be inquisitive. Be open minded.
Baskar Puvanathasan @baskarfx
670 Followers 1K Following Father, Husband, Chief Maker at BorgIQ, previously Co-founder of @pagerduty -- Life is too short for bad software and processes. A builder at heart.
Tamils in Finance @TamilsinFinance
38 Followers 36 Following Leading network for Canadian Tamils working in finance and related sectors. We are focused on mentorship, leadership, networking that creates collective impact.
Louis-Xavier @LouisXavierL
9K Followers 82 Following Co-founder @GrowthDotDesign | Previously @bombardierjets
Alex Ferrara @alexferrara
5K Followers 937 Following GP at Bessemer Venture Partners. Husband and Dad. Native New Yorker awkwardly living in London. Aspiring tennis player.
Roy Ratnavel @RoyRatnavel
334 Followers 76 Following Retired financial executive | #1 Bestselling Author | Prisoner #1056 | Keynote Speaker | Tamil | Recovering Sri Lankan
Fairway Research @FairwayResearch
5K Followers 316 Following Company deep dives with intrinsic value estimates. Focus on smaller Cos. Trying to land returns in the fairway. Not investment advice.
Layan Odeh ليان �.. @Layanmazenodeh
4K Followers 916 Following Reporter at Bloomberg. Views are my own.
Jon Victor @jon_victor_
4K Followers 3K Following Reporter @theinformation. Contact me on Signal: @ jon.597
David Finley @davidmfinley
1K Followers 892 Following Entrepreneur, marketer, wealth industry executive. Founder & CEO @livingwealthcan
Viggy Krishnan @viggy_krishnan
9K Followers 1K Following Public equity investor. I love stocks, markets, great food and all things Harry Potter. Nothing is investment advice. Views are purely my own. DetPistons fan
WhiteFalcon @WhiteFalconCap
1K Followers 818 Following Investor at White Falcon Capital. Writer at Value Punks (substack). Happy to talk stocks. Nothing here is investment advice. Do your own DD.
Laura Lenz @LauraLenz
2K Followers 983 Following Partner @OMERSVentures and interested in future of value exchange #fintech #ecommerce. Mamma to 3 amazing boys.🇺🇸 born 🇨🇦proud!
BloombergSen Investme.. @BloombergSen
39 Followers 14 Following Concentrated. Long-term. Value investors. https://t.co/vxFKNXnhok
MyFO @MyFO_Tech
180 Followers 83 Following Sharing tips to help you manage money, people and documents better. Request Demo👇
Harish Consul @harishconsul
27 Followers 17 Following
Moshe Arye Milevsky @RetirementQuant
5K Followers 14 Following Grandfather, parent & husband, published author, public lecturer, finance professor, mathematician & historian, #longevity #18c
Moray Tawse @MorayTawse
34 Followers 0 Following
Nimalan Balachandran @Nimalanba
112 Followers 129 Following Founder & CEO, CloudTax | Co-founder & President, ATI Foundation | Strategist
A Jaded Pixel @ajadedpixel
11 Followers 82 Following Examining the ecosystem behind commerce 99% spice 1% substance
Benj Gallander @BenjContra
2K Followers 248 Following Globe & Mail, “Benj is widely considered to be Canada’s top authority on contrarian investing.” 10-year annualized return of 19.1%. 3 best-sellers. 6 plays.
Ryan Irvine @RyanIrvine75
1K Followers 115 Following Founder KeyStone Financial - https://t.co/62HcKvRBvn one of Canada’s only independent stock research advisor firms. Father, armchair hockey GM, spectacular guy.
Temur Durrani @temurdur
7K Followers 2K Following National reporter for The Globe and Mail, steering our new bureau in Manitoba. Host of ‘Better For It,’ a Globe business podcast about how failures shape us.
Bob Dhillon, O.C. @BobDhillon_MEQ
2K Followers 2K Following Bob Dhillon, O.C., MBA, DCLLD, ICD.D, President/Founder & CEO Mainstreet Equity Corp, Hon. Consul Gen. for 🇧🇿 in 🇨🇦, Officer of the Order of Canada.
Alejandro Cardot @alejocardot
718 Followers 741 Following "It's not what you don't know that kills you; it's what you know for sure that ain't true." - Mark Twain
garethseltzer @garethseltzer
2K Followers 1K Following conflict navigation maestro, soothsayer, writer, speaker, explorer... popcorn addict
Bay St. Boy 🥩 🔥.. @Baystboy
2K Followers 69 Following observations on RE and Int Rates and Investing..some BBQ adventures and cooking and gardening. If you don’t understand satire we won’t get along. 🇬🇷
Doug Sarro @doug_sarro
161 Followers 142 Following Assistant prof @uocommonlaw, researching business law and innovation. @Sullcrom and @OSC_News alum. (he/him)
Gary Salewicz @gsalewicz
159 Followers 23 Following Editor of Report on Business, a monthly magazine that appears in the Globe and Mail newspaper
David Van @DavidVanMtl
1K Followers 510 Following Co-Founder of REPE firm https://t.co/xpv9evpOEN | 🏘 $48M AUM (150 units Greater Montreal Area, 8 units GTA) | 13 yrs Actuary + 12 yrs in Real Estate
Michel Guenette @MichelGuenette3
6K Followers 4K Following
Navigator @navltd
3K Followers 468 Following Canada’s leading high stakes public strategy and communications firm. If you require immediate assistance, call our crisis response hotline: 1-877-431-9721.
The Peak 📈 @readthepeak
3K Followers 187 Following Canada's never-boring business newsletter. Fast, smart, entertaining—all in 5 minutes every morning. Join 125,000+ readers: https://t.co/EGS5E9eWLy@OPMWire @McGill_LJ @SCC_eng Which leads me to the middle ground that I try to stake out in the piece--there'd be benefits to having a bit more judicial scrutiny than we do now, but we've got to be careful about going overboard, as this could create its own set of problems.
@OPMWire @McGill_LJ @SCC_eng Ha! I'm pretty sure I lost my rose-coloured glasses in a sofa 2 or 3 apartments ago. Regulators have pathologies, of course--don't worry, the piece gets into that--but so do courts.
@OPMWire @McGill_LJ @SCC_eng I wonder if there'd be an attack on any move the CSA makes on climate disclosure--claiming it's outside their mandate, or that choosing some reporting standards/methods over others is arbitrary. Could snarl things up for years and possibly even derail it--which has me worried.
@Yyzcapital @OPMWire Don’t know anything about them
@OPMWire @alejocardot what’s your opinion on private debt partners??
ICYMI: "Maverix’s Ruffolo Warns Trudeau of Capital Flight After Tax Hike" bloomberg.com/news/articles/…
🚨New Paper Alert: "Judicial Review of Rulemaking," which just cleared peer review @McGill_LJ, looks at potential consequences of subjecting regs to judicial review for reasonableness--a topic @SCC_eng will be dealing with in tomorrow's hearing on Auer. ssrn.com/abstract=48064…
@alejocardot @OPMWire u do know James and John give no F about this. It’s just to pass time and sit in an office on Bay Street.
@alejocardot Long-dated, illiquid credit assets funded with capital subject to monthly redemption - fundamentally impossible unless you are able to fund the outflow with new subscriptions (on a non-dilutive basis)
Most fund investors bought their units assuming the Fund had monthly redemptions. Now, it seems they can't get their money back. 4/4
In 2023, the Ninepoint Canadian Senior Debt Fund experienced liquidity problems meeting redemptions, even though Ninepoint, as manager, had already capped redemptions. "Before the set of redemptions due to be paid on September 30, 2023, [Ninepoint Partners] was informed that for…
Ninepoint Partners then decided to establish a 0% redemption cap (i.e. gating the fund) for the quarters ending September 30th and December 31st, 2023, according to the 2023 Annual Report of the Independent Review Committee of the Ninepoint Group of Funds. 2/4
Waygar Capital is the loan consultant for the Ninepoint Canadian Senior Debt Fund. The Fund experienced a 9.6% drop in December 2023. Several of the Fund's top 10 borrowers show signs of financial stress. 3/4 opmwire.com/ninepoint-wayg…
@OPMWire the purpose is to enrich som seif and his family
@alejocardot @OPMWire did u intend to publish this on april fool's day? #askingforafriend cuz i kinda think 9point is "every day is april fool's day" LOLs
Imagine paying more in investment fees than the peak of your portfolio value? That's what most Canadians "do" ...
How much will you pay in investment fees over your lifetime? theglobeandmail.com/investing/pers…
Terminated RBC chief financial officer stands to lose millions in pay /via @globeandmail theglobeandmail.com/business/artic…
Great to hear @BedfordParkCap discussing MEQ again on BNN Bloomberg's Market Call this morning. Check it out below! bnnbloomberg.ca/market-call/jo… #tsx #value #canadianrealestate
@OPMWire not really - there are a lot of rbc-haters who are getting that sweet sweet dopamine from teh schadenfreude
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