Matt is a 30 year financial industry veteran. The funds he has managed have won multiple Canadian Hedge Fund Awards as well as awards from Lipper and FundGrade. He started his career as an equity sell side analyst before moving on to credit investing and asset management. Matt has worked with multiple large Canadian investment firms including the Jim Pattison Group. His experience spans many diverse asset classes and he has a proven track record of uncovering value across capital structures. His entrepreneurial spirit drove him to create Fulcra Asset Management where he prides himself in generating strong risk adjusted returns on behalf of his investors. Matt is an avid sportsman. You may find him hiking the many mountain trails near his home in Vancouver or enjoying the winter slopes with his family.
Prior to joining the team, Kelvin was most recently the CFO and CCO of a Vancouver-based investment management firm, overseeing the firm’s finance, compliance and operations as the firm grew to $1 billion in assets under management. Kelvin graduated from the University of British Columbia with a Bachelor of Commerce and is a Chartered Public Accountant and Chartered Financial Analyst.
Adam joined Fulcra in 2024 after 10 years of sell side experience at two Canadian banks and 2 years of venture capital. He started his career as a trading floor analyst and held progressively senior roles in various groups including commodity derivatives and North American credit trading. Adam is passionate about financial markets, company valuation and finding investment opportunities across capital structures and asset classes. He graduated with distinction from the Ivey Business School HBA program at Western University. Aside from two years in Calgary, Adam has spent his whole life in the GTA and hopes to one day see his beloved Maple Leafs win the Stanley Cup.
Giorgio graduated with a Bachelor of Commerce-Finance from the University of British Columbia, Sauder School of Business in 2020. He passed the CFA Level 1 exam in October 2021, obtained his CSC in January 2022 and is passionate about how financial markets operate and macroeconomic policy.
April Tan
OPERATIONS
April is an operations analyst with primary duties including fund accounting, investor relations and analytics. She has a dual degree; Bachelor of Science in Agribusiness Management and Bachelor in Business Administration - Accounting Management. She has worked for over 6 years in fund accounting services from financial institutions such as JP Morgan, Wells Fargo, Northern Trust & SGGG Inc.