Company Overview

September 13, 2010

Creating Value for Investors

» Design customized investment solutions

» Utilize institutional principles of investing

» Advocate for the client

» Improve the odds for superior performance

Experience

» Chief Investment Strategist – Weigh House

» Portfolio Manager - Ontario Teachers Pension Plan

» Analyst/Strategist – Scotia Capital, Deutsche Morgan Grenfell

» Investment Advisor – ScotiaMcleod, BMO Nesbitt Burns

» BSc, MBA, CIM

Company Philosophy

» Follow the practices of the best investment organizations

» Use a blend of passive and active strategies

» Optimize the value of fees paid

» Focus on managing risk and asset mix policy - the most important factors for success

Investment Process

Discovery

• Client Goals

• Portfolio Assessment

Design

• Investment Policy and Strategy

Implement

• Management Solution

• Restructured Portfolio

Monitor

• Performance Reporting

• Course Corrections

Discovery

» Understand financial and investment circumstances

» Extensively evaluate the current portfolio

» Develop a full understanding of objectives

» Determine the client’s involvement in the management of his or her investments

Design

» Develop a comprehensive investment plan

» Create a personalized Investment Policy Statement (IPS)

» Define the roles and responsibilities of the investor and consultant

Client ‘CEO’

InvestmentManagers

AlternativeStrategies

ETF ‘Core’

Ohow Consultants

Roles and Responsibilities

Implement

» Draft investment mandates

» Allocate between passive and active investments

» Identify and recruit investment managers

» Manage overall transition and implementation

Monitor

» Continuously track performance and risk

» Collaborate with investment managers

» Provide consolidated performance reporting

» Make tactical shifts in asset mix and manager allocation

Focused on improving annual portfolio performance by 1% to 3% over a complete market cycle - without taking unnecessary risks

How We Add Value

» Design portfolios for optimal risk / return

» Employ best-in-class investment managers

» Tactical asset and manager allocation

» Uncover new investment opportunities

» Manage fees, costs, and taxes

» Rigorously attend to the details

» Avoid costly mistakes

How We Are Different

» Unique, customized solutions

» Unconstrained investment choices

» We work directly for the client

» Client is encouraged to be an active participant in the investment process

Thank you!