Founder / Portfolio Manager
t 604 683 8362
Matt has over 25 years of investment industry experience. He started his career as an equity sell side analyst before moving to the buy side and credit investing. Matt has worked as a portfolio manager at one of the largest mutual fund companies (CI Investments) and one of the wealthiest individuals in Canada (Jim Pattison). Experience in all aspects of fixed income investing (investment grade, private loans, high yield, distressed / bankruptcy, convertibles, and preferreds) combined with an entrepreneurial spirit culminated in the establishment of Fulcra and a differentiated approach to investing in credit markets.
Chief Compliance Officer
t 604 683 8365
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.
Operations/Analyst - Dealing Representative
t 604 683 8351
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.
Teagan is a CFA Level 2 candidate and is expected to graduate in spring 2023 with a Business & Economics joint major from the University of SFU. He spent 3 years running with the SFU Track & Field and Cross – Country team and competed against US schools in the NCAA Div 2. Teagan is currently a senior analyst for the Beedie Endowment Asset Management Fund on the diversified materials team and spends his past time skiing and playing spikeball.