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PALISADE CAPITAL

 

Suite 1005, 444 - 5th Avenue SW
Calgary, Alberta  T2P 2T8

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Investment Team
 

John H. McAleer, P. Eng

Managing Director

john@palisade.ca

 

John joined Palisade Capital in February 2016, having served as a sub-advising portfolio manager to Palisade since April 2015. John has 28 years of experience in the areas of private and public equity investment management, investment bank research, and oil and gas operations. As a member of the Investment Committee, John is responsible for all areas of Palisade Capital’s business including strategic direction, portfolio management decisions and servicing Palisade Capital’s clients.

 

Prior to joining Palisade Capital, John was President of Andylan Capital Strategies Ltd., a Calgary-based portfolio manager and investment fund manager. John pursued private equity investments in Canadian energy as co-founder of Livingstone Energy Management, and was a Managing Director of CanFund VE Management II Ltd., a Calgary-based investment manager focused on public energy investments. Earlier, John was a Principal of and Vice-President, Research at FirstEnergy Capital Corp. John began his career performing exploitation engineering at Renaissance Energy Ltd., latterly as Manager, Gas Projects. John has a Bachelor of Applied Science (Mechanical Engineering) from the University of Waterloo and is registered as a Professional Engineer with APEGA. John is co-founder and Chairman of Altura Energy Inc., an exploration and production company.

 

Jill T. Angevine, CA, CFA, ICD.D

Managing Director

jill@palisade.ca

Jill joined Palisade Capital in December 2018.  She has over 25 years of experience in the investment management industry including portfolio management, capital markets and equity research.  Jill’s responsibilities include Palisade Capital’s Wealth Management business, strategic direction and servicing Palisade Capital’s clients.

 

Prior to joining Palisade Capital, Jill was a Portfolio Manager with Matco Financial Inc., a Calgary-based investment management firm.  Prior thereto, Jill was a Director of Institutional Research at FirstEnergy Capital Corp.  Earlier in her career, Jill worked with a major accounting firm and gained financial experience in numerous sectors. 

 

Jill is a graduate of the University of Calgary, having earned a Bachelor of Commerce and has earned the Chartered Accountant (CA), the Chartered Financial Analyst (CFA) and the Institute of Corporate Directors (ICD.D) designations.  She also serves on the Board of Directors of Tourmaline Oil Corp., Advantage Oil & Gas Ltd. and Chinook Energy Inc.  Jill is an active community volunteer and is currently on the Alberta Regional Board for the Nature Conservancy of Canada and is a member of the Board of Governors of Strathcona-Tweedsmuir School.

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James R. Anderson, CFA

Managing Director

james@palisade.ca

James joined Palisade Capital in August 2018. He has 19 years of relevant experience in the investment management industry across a wide variety of sectors and strategies, largely focused on absolute return mandates. He has been a co-founder and/or senior equity holder of multiple portfolio management firms.  As a member of the Investment Committee, James is responsible for all areas of Palisade Capital’s business including strategic direction, portfolio management decisions and servicing the company’s clients.

Prior to joining Palisade Capital, James was a Director and Portfolio Manager of Rayne Capital Management, an independent money management firm focused on superior risk-return products that grew to $200 million of assets under management. At Rayne, he was the lead manager for a $90 million absolute return mandate that employed various unique strategies to target higher-than-benchmark returns with lower risk. Earlier, James worked for a large family office based in Calgary, employing a similar risk-return strategy.  James holds a Bachelor of Commerce (Finance) degree from the University of Calgary. He received the Chartered Financial Analyst (CFA) designation in 2003 and is a member of the Calgary CFA Society. James sits on the Board of Directors of the Calgary Portfolio Management Trust (CPMT) at the Haskayne School of Business at the University of Calgary.

Carli C. Tyson, CFA

Portfolio Manager

carli@palisade.ca

 

Carli joined Palisade Capital in 2007. She has 17 years of experience in the investment management and pension industries. Carli is responsible for the analysis and evaluation of investment ideas and portfolio weightings, with a focus on the diversified portion of the Palisade portfolios.

 

Prior to joining Palisade Capital, Carli was responsible for small-cap and special situation investment opportunities at another Calgary-based investment management firm. Prior thereto, she spent several years working for a division of Great West Life managing large group pension plans. Carli holds a Bachelor of Science in Statistics from the University of Calgary with a minor in Management and is a CFA charterholder.

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Operations and Administration

Denise D. MacINNES

Corporate Secretary & Director

denise@palisade.ca

 

Denise co-founded Palisade Capital in 1998. Denise has 22 years of fund management operations experience at both Palisade Capital and First Marathon Securities, where she held several positions including Assistant Branch Manager for the Calgary office.

 

At Palisade Capital, Denise is responsible for fund financials and tax accounting as well as human resources. Denise holds a Bachelor of Science (Biochemistry) from the University of Calgary and has completed the Canadian Securities Course, the Branch Managers Exam and the Professional Financial Planning Course.

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Marni A. Friesen

Administrator

marni@palisade.ca

 

Marni joined Palisade Capital in 2006. Marni has 14 years of administration experience having worked with a private Calgary-based investment management company for six years prior to joining Palisade Capital. Marni shares responsibility for managing Palisade Capital’s day-to-day operations including financial reporting, client communications, and other administrative functions. Marni holds a Bachelor of Commerce from the University of Manitoba.

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Consultant
Andrew V. Boland

Independent Businessman

Advisory Board
 
Palisade Capital’s diverse and experienced Advisory Board provides broad strategic direction advice and industry and capital markets intelligence.
Donald F. Archibald
Matt R. Aufricht
M. Elizabeth Cannon
Gregory S. Fletcher

Jeffrey A. Hotchkiss

 

Martin P. Molyneaux
Thomas W. Ebbern
Kevin J. Hewitt

H. Douglas Hunter

Beverly G. Murdoch 

 
 
Service Providers

CUSTODIAN

(Absolute Fund)

TD Securities Prime Brokerage

CUSTODIAN

(Select & Vantage Funds)

National Bank Independent Network

RBC Investor and Treasury Services logo

LEGAL COUNSEL

 

Norton Rose Fulbright Canada LLP

Norton Rose Fulbright logo

TRUSTEE

(Select Fund)

Natcan Trust Company

TRUSTEE

(Absolute & Vantage Funds)

Alliance Trust Company

Alliance Trust Company logo

AUDITORS

 

Deloitte LLP

Deloitte logo

ADMINISTRATOR

 

SGGG Fund Services Inc

 

Deloitte logo

COMPLIANCE

 

Wahl & Associates

IT

 

TWT Group

Wahl and Associates logo