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Speakers


Joel Clark, CFA,
Managing Partner & Portfolio Manager

Joel Clark is the Managing Partner and Director at KJ Harrison & Partners Inc. He is also a Portfolio Manager and a member of the Private Client Team. Joel has over 12 years of experience in the investment industry. Prior to joining KJ Harrison & Partners Inc. in 2002, he worked at Canadian Mortgage Capital Corporation from 1998 to 2000, with a focus on financing commercial real estate. Joel is a former member of the Dundee Bancorp Mortgage Investment Corp. credit committee.

Joel received a Bachelor of Business Administration degree from Acadia University and has earned his Chartered Financial Analyst (CFA) designation.

K. James Harrison, CFA
Chief Executive Officer & Chief Investment Officer

Jim Harrison founded KJ Harrison & Partners Inc. in 2001. He is the Chief Executive Officer, the Chief Investment Officer and a Director. Jim manages the KJH Sweet Sixteen Fund, and co-manages the KJH Strategic Investors Fund and the KJH Energy Partners Fund. Prior to founding KJH, Jim was the Chief Executive Officer at Connor Clark Ltd., a publically traded financial services company. Jim led the sale of the firm in 1999 to Royal Bank of Canada.

He has been Chairman of Zargon Oil & Gas Ltd. since 2007 and a direct investor in the company since 1995. Jim is a Director of Sifton Properties, a diversified real estate company in London, Ontario. Jim is a former member of the Board of Dundee REIT and the Development Steering Committee of the Art Gallery of Ontario

Jim was a gold medalist graduate in the LL.B., M.B.A. program at the University of Western Ontario.

Scott Margach,
Portfolio Manager

Scott Margach is a Portfolio Manager and a member of the Investment Team of KJ Harrison & Partners Inc. Scott manages the KJH Capital Preservation Fund, the KJH Strategic Investors Fund and the KJH Financial Franchises Fund. Scott has over 20 years of experience in the investment industry. Prior to joining KJH in 2011, Scott managed the Canadian First Class Fund at Trimark. Past experience also includes ten years as a Portfolio Manager and Director at Harbour Capital and TD Asset Management, and five years as a Associate Portfolio Manager and Analyst at Connor Clark Ltd.

Scott received a Bachelor of Commerce in Finance from Carleton University.

Peter Barlas, CFA, CA
Portfolio Manager

Peter Barlas is a Portfolio Manager and a Director. Peter manages the KJH Opportunities Fund (formerly KJH Small Companies Fund), the KJH Fixed Income Fund and the KJH High Yield Fund. Peter has over 8 years of experience in the investment industry. Prior to joining KJ Harrison & Partners Inc. in 2003, Peter worked at KPMG as a senior accountant and in finance at Corby Distilleries.

Peter received a Masters of Business Administration degree from the Richard Ivey BusinessSchool and has earned his Chartered Financial Analyst (CFA) designation as well as his Chartered Accountant (CA) designation.