1. Company Overview
September 13, 2010

2. Creating Value for Investors
» Design customized investment solutions
» Utilize institutional principles of investing
» Advocate for the client
» Improve the odds for superior performance

3. Experience
» Chief Investment Strategist – Weigh House
» Portfolio Manager - Ontario Teachers Pension Plan
» Analyst/Strategist – Scotia Capital, Deutsche Morgan
Grenfell
» Investment Advisor – ScotiaMcleod, BMO Nesbitt
Burns
» BSc, MBA, CIM

4. Company Philosophy
» Follow the practices of the best investment
organizations
» Use a blend of passive and active strategies
» Optimize the value of fees paid
» Focus on managing risk and asset mix policy - the
most important factors for success

5. Investment Process
Discovery Design Implement Monitor
• Client Goals • Investment • Management • Performance
• Portfolio Policy and Solution Reporting
Assessment Strategy • Restructured • Course
Portfolio Corrections

6. Discovery
» Understand financial and investment circumstances
» Extensively evaluate the current portfolio
» Develop a full understanding of objectives
» Determine the client’s involvement in the
management of his or her investments

7. Design
» Develop a comprehensive investment plan
» Create a personalized Investment Policy Statement
(IPS)
» Define the roles and responsibilities of the investor
and consultant

8. Roles and Responsibilities
Client ‘CEO’
Ohow Consultants
Investment ETF ‘Core’ Alternative
Managers Strategies

9. Implement
» Draft investment mandates
» Allocate between passive and active investments
» Identify and recruit investment managers
» Manage overall transition and implementation

10. Monitor
» Continuously track performance and risk
» Collaborate with investment managers
» Provide consolidated performance reporting
» Make tactical shifts in asset mix and manager
allocation

11. Focused on improving annual portfolio
performance by 1% to 3% over a
complete market cycle - without taking
unnecessary risks

12. How We Add Value
» Design portfolios for optimal risk / return
» Employ best-in-class investment managers
» Tactical asset and manager allocation
» Uncover new investment opportunities
» Manage fees, costs, and taxes
» Rigorously attend to the details
» Avoid costly mistakes

13. How We Are Different
» Unique, customized solutions
» Unconstrained investment choices
» We work directly for the client
» Client is encouraged to be an active participant in
the investment process

14. Thank you!