Windermere Investment Corporation
windermere investment corporation is a 40 year old firm with:
a substantial long term investment in brookfield asset management Inc.
extensive public markets expertise, in both equity and debt markets
the investment flexibility to shift between asset classes, geographies and positions in the capital stack in pursuit of superior risk-adjusted investment returns
expertise in real asset investing, including real estate, infrastructure and private equity
a seasoned stable senior management team
windermere investment corporation is a private investment firm with a primary focus on real asset investing. since its inception in 1981, the firm has increased its capital base from $200,000 to well over $100 million. throughout this time, brookfield asset management Inc has remained a core investment holding.
windermere's hallmark is to invest opportunistically on a value basis. the firm allocates capital to a variety of asset classes, geographies and positions in the capital stack in pursuit of superior risk-adjusted returns. windermere is able to do this because of the expertise of its management team in a variety of asset classes and geographies.
windermere investment corporation is organized along three business lines. each is managed by a dedicated team of professionals, supported by the firms's general resources in acquisitions, finance, accounting, tax and legal.
dr. George Myhal, cm
President & CEO
george served as a senior managing partner and officer of brookfield asset management inc. for 37 years and was instrumental in developing the firm's asset management business. during his tenure, brookfield's assets under management grew to almost $300 billion as the firm became a leader in real asset investing globally.
George's professional life has been spent in the financial services industry, with particular focus on investing in real assets such as property, power and infrastructure. most recently, he was the president & ceo of partners value investments inc.
currently george is a director of eurobank ergasias SA and chairman of trisura group limited. he also sits on a number of charitable boards and foundations.
George is a recipient of the order of canada and has been awarded an honorary doctorate from the university of toronto, George is an engineering graduate of the university of toronto and qualified as a CPA in 1981.
rodrigo has almost 10 years of experience investing in the capital markets. he has prior working experience as an investment analyst and associate for a us based hedge fund, as well as an investment firm.
rodrigo holds an mba from the ivey business school, university of western ontario, and a bachelor of economics from fundacao getulio vargas in rio de janeiro.
vice president, corporate and social responsibility
rayla brings over 20 years of experience in the fields of marketing, sales, and customer relations. her focus is on corporate and social responsibility initiatives for windermere.
she is the president and director of the myhal family foundation and works closely with community groups and charitable organisations.
adil mawani, cpa
chief financial officer
adil has over five years experience in the capital markets. Prior to joining Windermere, he was the Director of Finance at Partners Value Investments lp . in addition to his role at Partners, he was the Chief Financial Officer of Partners Value Split Corp., which is a wholly owned subsidiary of Partners. In these roles, he was responsible for the finance, investor relations, treasury, risk management and technology functions.
adil has earned his Chartered Accountant (cpa, ca) designation, and has earned an honours Bachelor of Business Administration degree from Wilfred Laurier University's School of Business and Economics.
David Desjardins started his career as an Equity Research associate at a canadian Bank covering the financial industry. Before joining Windermere Investment Corp., David was a small-cap analyst at an investment management firm focusing on the natural resources sector.
David received his BComm from the Université du Québec à Chicoutimi in 2017 where he founded the student investment club. He is a CFA Level III candidate and obtained his CAIA designation in 2018.
vice president and CIO
Dan has over 40 years of experience in the information technology business. he started his training and career with IBM. over the years, he has aquired considerable experience in managing the IT department of mid-sized and large organizations. He is particularly knowledgeable about cyber security and cloud computing.
dan is a Professional Engineer who holds a BASc and an MBA from the University of Toronto.