David Slater
West Vancouver,BC
Overview
28
28
years of professional experience
Work History
Principal, Portfolio Manager – Head, US Small/Mid Cap Equity
Leith Wheeler Investment Counsel Ltd.
Vancouver
09.2015 - 07.2025
- Built, managed, and marketed a $400 million equity platform
- Deep business analysis including financial, management, risk, forecasting, and valuation work to assess long-term investment opportunities and suitability
- Analytical collaboration and contribution to a broader 10+ person analyst group
- Marketed equity platform to attract, retain, and inform current and prospective clients
Vice President, Director of Research, Portfolio Manager
Mackenzie Financial Corporation - Cundill Group
Vancouver
09.2007 - 07.2015
- Directed Cundill’s global equity research efforts for $10 billion in assets under management
- Recruited, managed, and led six-person analyst team
- Conducted business and portfolio analysis to assess investment opportunities and ensure alignment with portfolio objectives
- Extensive client responsibilities included speaking engagements, client meetings and presentations
Vice President
Belkorp Capital Management Inc.
Vancouver
02.2001 - 08.2007
- Accountabilities across Belkorp’s group of operating businesses
- Responsible for the investigation, negotiation, and investment processes for private equity transactions and business acquisitions; high level operational oversight for two businesses; strategic decision making as part of Belkorp’s Executive Committee
- Co-managed an investment portfolio and presented results quarterly to Belkorp’s board of directors
Vice President, Portfolio Management and Research
TD Asset Management
Toronto
08.1997 - 08.2000
- Broad responsibilities in equity research and portfolio management
- Successfully pitched and invested $180 million of TD bank capital into a portfolio of US power companies
Education
Chartered Financial Analyst - CFA
CFA Institute
01-2000
Master of Business Administration - MBA
University of Toronto
01-1997
Bachelor of Arts - Philosophy
University of British Columbia
01-1995
Skills
- Strong financial acumen demonstrated in business evaluation and strategic decision-making
- High level financial skills including planning, forecasting, modelling, capital allocation, and project evaluation
- Skilled in synthesizing complex business and financial concepts and clearly communicating them
- Focused on contributing to a high-performing purpose-driven organization that is delivering a meaningful product or service
Timeline
Principal, Portfolio Manager – Head, US Small/Mid Cap Equity
Leith Wheeler Investment Counsel Ltd.
09.2015 - 07.2025
Vice President, Director of Research, Portfolio Manager
Mackenzie Financial Corporation - Cundill Group
09.2007 - 07.2015
Vice President
Belkorp Capital Management Inc.
02.2001 - 08.2007
Vice President, Portfolio Management and Research
TD Asset Management
08.1997 - 08.2000
Chartered Financial Analyst - CFA
CFA Institute
Master of Business Administration - MBA
University of Toronto
Bachelor of Arts - Philosophy
University of British Columbia