Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Daryl Purdy

Wasaga Beach,Canada

Summary

Seasoned portfolio manager, and co-author of award-winning research on Canadian hedge fund industry, with over 18 years experience and almost a decade focused on alternative investments. Dedicated to incorporating industry best-practices in operational due diligence, investment and manager selection, portfolio construction and ongoing portfolio monitoring. Committed to facilitating investment success and confident decision-making through a collaborative approach.

To continue to deliver consistent returns for an institutional or private investor seeking to benefit from proven expertise in both traditional and alternative investments, with a focus on reduced volatility and low correlation to traditional investments realized through prudent, cost-effective portfolio allocation across the spectrum of alternative investments.

Accomplished [Job Title] with progressive industry background and decisive leadership style. Offers strategic planning abilities, background in change management and forward-thinking mindset. Ready for challenges and focused on meeting future demands.

Performance-driven Vice President with [Number] years of experience aligning systems with business requirements, policies, and regulatory requirements. Passionate about applying excellent organization and communication skills to manage and lead teams. Results-oriented individual well-versed in interfacing and consulting on business processes to drive results based on sound overall business judgment.

Results-driven [Job Title] with forward-thinking approach centered on company success and competitive growth. Demonstrated record of success in building successful teams and managing profitable operations.

Talented Vice President with excellent employee development, customer service and analytics skills coupled with more than [Number] years of experience. Comfortable giving engaging presentations to clients to drive new business, expand accounts and establish brand profile. Excellent team builder and leader of initiatives.

Professional executive with comprehensive experience and readiness to excel in senior leadership. Skilled in strategic planning, team collaboration, and driving business growth. Renowned for adaptability, effective communication, and problem-solving. Adept at optimizing processes, enhancing productivity, and leading high-performing teams to achieve measurable results.

Multi-talented Senior Executive knowledgeable about sales, operations, and personnel management. Successful at stepping into diverse positions and making immediate positive contributions. Focused on optimizing operations and motivating employees while establishing market dominance.

Driven [Desired Position] with track record of leading high-impact initiatives and optimizing business processes. Adept at fostering strategic partnerships and guiding cross-functional teams to achieve organizational goals. Demonstrated ability to leverage critical thinking and problem-solving skills to drive innovation and growth.

Persistent leader eager to lead and grow organizations. Skilled in strategic planning, problem-solving, and communication with good understanding of business principles, project management and team leadership. Collaborative with relentless work ethic.

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.

Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.

Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.

Overview

30
30
years of professional experience
1
1
Certification

Work History

Vice President - Business Solutions

Castle Hall Diligence
05.2015 - 05.2025
  • Collaborated with senior management to develop strategic initiatives and long term goals.
  • Demonstrated proficient leadership skills to motivate employees and build competent teams.
  • Cultivated strong relationships with key stakeholders, including customers, vendors, regulators, and community leaders to promote collaboration and long-term success.
  • Delivered strong financial performance despite challenging economic conditions by executing prudent risk management strategies throughout all aspects of business operations.
  • Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.
  • Identified opportunities to improve business process flows and productivity.
  • Increased company growth through collaboration with sales and marketing departments.
  • Developed new revenue streams by identifying growth opportunities and forging strategic partnerships with key industry players.
  • Transformed customer experience by designing and executing comprehensive service improvement initiatives aimed at enhancing satisfaction levels.
  • Leveraged technology to automate workflows and streamline processes, resulting in increased productivity and cost savings across the organization.
  • Negotiated high-value contracts that maximized profitability while mitigating risks for the organization.
  • Launched new products or services in various markets by conducting comprehensive market research studies and tailoring offerings based on customer needs analysis.
  • Represented organization at industry conferences and events.
  • Initiated strategy to drive company growth and increase market share and profitability.
  • Analyzed industry trends and tracked competitor activities to inform decision making.
  • Oversaw divisional marketing, advertising and new product development.
  • Developed innovative sales and marketing strategies to facilitate business expansion.
  • Established and maintained strong relationships with customers, vendors and strategic partners.
  • Formulated and executed strategic initiatives to improve product offerings.

Director, Business Development

KCS Fund Strategies Inc.
03.2006 - 08.2014
  • Company Overview: Acquired in August 2014, KCS is a privately owned investment management and consulting firm that specializes in Canadian alternative investments, hedge fund portfolios and providing product due diligence and monitoring services to IIROC member broker/dealer firms (www.kcsfunds.com).
  • Roles: Member of the Investment Committee, participating in weekly meetings to review portfolio performance and risk measures, discuss macroeconomic factors which may impact portfolio results and revisions, evaluate potential allocations, and general portfolio construction. Contributed to expanding the coverage of the database of hedge funds, venture capital firms, private placements and other alternative investments monitored by KCS through direct meetings with product managers, prime brokerage and capital introduction contacts and investor networks. Developed enhanced documentation templates, benchmarking industry and academic best-practices, for systematizing the completion of operational and quantitative due diligence on potential investments and their service providers. Conducted numerous operational due diligence meetings with alternative investment managers and private placement distributers. Ran quantitative screens and analysis on both global and Canadian hedge funds.
  • Also led national business development, strategic planning and execution for Consulting and Asset Management business lines in a firm with $315M in assets under advisement; built/managed direct and indirect distribution relationships with asset managers, investors, advisors and key centers of influence in broker firms (incl. Raymond James and Bull Wealth Management Group); directed all marketing to enhance the firm’s brand and product marketability; developed sales presentations for broker/dealer firms, pension plans, foundations and family office investors; directly supported 10 key advisors and custom hedge fund portfolio selection and execution for 2 pension plan clients; managed market intelligence research and creation of model portfolios of hedge funds for specific mandates (growth, diversification, yield, etc.).
  • Achievements: Co-led the restructuring of the business in 2008 after providing AIMA Canada award-winning research, business case and rationale for a focus on Canadian hedge fund-related business opportunities that fuelled the firm’s growth. Enhanced the quality and consistency of the overall due diligence process through researching industry best practices, specialist education in alternative investments and the development of templates for due diligence process documentation. Identified an opportunity to build new Product Due Diligence and Monitoring business and gain immediate credibility with IIROC member broker/dealer firms through the successful recruitment of key team member. Instrumental in delivering 200% growth in assets ($7.5M) for the Absolute Core Return Fund and increasing assets in the Great White North Fund, custom hedge fund portfolios and product monitoring from approximately $150K in 2009 (after a change in ownership) to over $300M. Saved the firm $65K in product development costs and delivered $45K+ in annual cost savings by leading the outsourcing of back-office activities.

Business Development Consultant

SIAS Fund (SFU Endowment)
01.2005 - 02.2006
  • Roles: Developed business plans and led strategies and business development initiatives; supported the Head of Marketing in the planning and execution of national marketing and client service prior to her leaving the firm.

Investment Analyst & Advisor
09.2003 - 12.2004
  • Roles: As part of the Global Asset and Wealth Management MBA Program, served on the Investment Committee and provided industry/stock analysis and recommendations pertaining to the US & Canadian Basic Materials and Precious Metals sector; contributed to macro asset mix strategy and tactical policy decisions; analyzed performance attribution and the impact of existing/potential investments; led the presentation of quarterly performance reviews.

MBA Internship

Scotia Private Client Group (SPCG)
05.2004 - 08.2004
  • Company Overview: Serving private/institutional clients and managed asset programs, SPCG provides investment counsel, private banking and full service solutions on behalf of Scotiabank ($743B in assets, www.scotiaprivateclientgroup.com).
  • Roles: Completed a review of the SPCG Performance Attribution System to improve portfolio performance analysis; identified a data error that affected reports for all clients with investments that referenced the S&P500 as a benchmark; developed a custom Contact Management System for 40 portfolio managers and their teams.

Regional Manager, Bus. Development (MB, SK & N/W ON)

IQON Financial
03.2002 - 12.2002

Regional Training Consultant

Investors Group
06.2001 - 03.2002

Senior Training Consultant

Investors Group
08.1998 - 06.2001

Financial Advisor

Investors Group
04.1995 - 08.1998

Education

Master of Business Administration - Global Asset & Wealth Management (GAWM MBA)

Simon Fraser University
Vancouver
05-2004

Bachelor of Mathematics (BMath) - Honours Business Administration

University of Waterloo
05-1994

Skills

  • Chartered Alternative Investment Analyst
  • Partners, Directors & Officers Exam
  • Portfolio Construction & Management
  • Canadian Investment Manager
  • Alternative Investments
  • Wealth Advisory
  • Certified Financial Planner
  • Operational Due Diligence
  • Hedge Funds
  • Organizational development
  • Program oversight
  • Program management
  • Policy development
  • Business planning
  • Operational leadership
  • Operational management
  • Business growth and marketing strategies
  • Cross-functional team leadership
  • Proposals and presentations
  • Proposal writing
  • Verbal and written communication
  • Market research
  • Competitor trends
  • CRM software
  • Training and mentoring
  • Product demonstrations
  • Business storytelling
  • Business development
  • Customer service
  • Client relationship building
  • Event networking
  • Targeted marketing
  • Sales leadership
  • Industry best practices
  • Results-driven
  • Lead generation
  • Account management
  • Presentations
  • Team leadership
  • Sales and marketing leadership
  • Staff development
  • Rules and regulations
  • Process improvement
  • Critical thinking
  • Decision-making
  • Policy and procedure development
  • Strategic planning
  • Complex Problem-solving
  • Relationship building
  • Contract negotiation
  • Coaching and mentoring

Accomplishments

  • Collaborated with team of [Number] in the development of [Project name].
  • Achieved [Result] by introducing [Software] for [Type] tasks.

Certification

Chartered Alternative Investment Analyst (Current)

Certified Financial Planner (Former)

Canadian Investment Management Certificate

Timeline

Vice President - Business Solutions

Castle Hall Diligence
05.2015 - 05.2025

Director, Business Development

KCS Fund Strategies Inc.
03.2006 - 08.2014

Business Development Consultant

SIAS Fund (SFU Endowment)
01.2005 - 02.2006

MBA Internship

Scotia Private Client Group (SPCG)
05.2004 - 08.2004

Investment Analyst & Advisor
09.2003 - 12.2004

Regional Manager, Bus. Development (MB, SK & N/W ON)

IQON Financial
03.2002 - 12.2002

Regional Training Consultant

Investors Group
06.2001 - 03.2002

Senior Training Consultant

Investors Group
08.1998 - 06.2001

Financial Advisor

Investors Group
04.1995 - 08.1998

Master of Business Administration - Global Asset & Wealth Management (GAWM MBA)

Simon Fraser University

Bachelor of Mathematics (BMath) - Honours Business Administration

University of Waterloo
Daryl Purdy