Founder / Portfolio Manager
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
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.
Prior to joining the team, Helen completed a Master of Science in Finance degree at Simon Fraser University. During the MSc program, Helen participated in international business case competitions where she applied accounting theories and financial models to simulate and solve business case problems with a risk management focus.
Operations/Analyst - Dealing Representative
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.