Fidelity Investments Canada ULC
483 Bay Street, Suite 300
Toronto, Ontario
M5G 2N7
1 (800) 817-5448
pyramiscanada@fmr.com
Media Relations
Chris Pepper
Director, Corporate Affairs
(416) 307-5388
January 2010
Leading global pension plans believe future growth to come from active equity management
2009
Pyramis Grows Global Distribution
Pyramis adds distribution presence in Europe and the Middle East.
2008
Pyramis Expands
Pyramis opens offices in Canada and the United Kingdom.
2005
Pyramis Formed
Pyramis Global Advisors is formed to focus on institutional investing.
2001
Canadian Pools Offered
Fidelity offers institutional pools and separately managed accounts to Canadian clients.
1987
Established Canadian Office
Fidelity Investments Canada ULC is formed.
1981
Fidelity Management Trust Company Established
Fidelity Management Trust Company is established to offer trustee and investment management services to institutional clients.
1969
FIL Limited Is Founded
FIL Limited, a leading asset manager in Europe and the Asia-Pacific region, is founded.
1964
Fidelity Investments Establishes FMR Investment Management Service, Inc.
Created to provide investment advisory services to large corporate pension clients.
1946
Fidelity Investments Is Founded
Established Fidelity Management & Research Company (FMRCo.), which is now the investment advisor to one of the largest mutual fund companies in the U.S.
Pyramis Global Advisors, a Fidelity Investments company, was formed to deliver asset management products and services designed to meet the needs of institutional market investors around the world. We are a multiclass asset manager with extensive experience, offering both traditional long-only and alternative equity, as well as fixed income and real estate debt and REIT investment strategies. While the Pyramis organization was formed in 2005, Fidelity has been managing money for institutions for more than 25 years.
Pyramis provides asset management services to 16 of the largest 25 US-based defined benefit plans.*
* Source: Pensions&Investments, assets as of 9/30/08
Greg Thompson
Director, Consultant Relations
Quebec and Eastern Canada
(514) 866-7394
greg.thompson.toc@fmr.comDavid Algaze
Vice-President, Institutional Sales
Ontario & Western Canada
(416) 307-7134
david.algaze@fmr.comSuzanne Côté
Vice-President, Institutional Sales
Quebec & Eastern Canada
(514) 866-7320
suzanne.cote@fmr.com
Michael Barnett
Head of North American Institutional Sales
(401) 292-4741
michael.barnett.pyr@pyramis.comAdam Neal
Vice-President, Institutional Sales
Ontario & Western Canada
(416) 307-5546
adam.neal@fmr.comDavid Shedd
Vice-President, Institutional Sales
Ontario & Western Canada
(416) 307-5573
david.shedd@fmr.comKevin Barber
Senior Vice President, Business Manager
Institutional Sales and Service (Canada)
(416) 307-5391
kevin.barber@fmr.comEdward Lui
Institutional Client Manager, Institutional Client Management
(416) 217-7471
edward.lui@fmr.comBrian Cyr
Institutional Client Manager, Institutional Client Management
(514) 866-7307
brian.cyr@fmr.com
Kevin Uebelein, CFA
President and Chief Executive Officer
Pyramis Global Advisors
Kevin Uebelein is President and Chief Executive Officer of Pyramis Global Advisors, a Fidelity Investments company. Fidelity is one of the world's largest providers of investment management, retirement planning, brokerage, and human resources and benefits outsourcing services for individuals and institutions. Pyramis, with approximately $148.5 billion in assets under management as of September 30, 2009, focuses on investment products and solutions for institutional customers.
Mr. Uebelein joined Pyramis in 2008 from Prudential Financial, bringing more than 22 years of experience in the global institutional investment management business. He was Chief Investment Officer for all of Prudential Financial's International businesses from 2001 through May of 2008. This role included oversight of assets in aggregate of over $130 billion, encompassing businesses in Asia, Latin America and Europe, as well as the full gamut of asset types, investment styles and customers. Prior to assuming that role, Mr. Uebelein was managing director of Prudential Private Asset Management Group, with P&L responsibility for all the firm's private equity and alternative asset investment businesses, U.S. and internationally. He joined Prudential as a private placement analyst in 1986, based in Houston, after having spent several years as internal auditor in the oil industry and earning the Certified Public Accountant (CPA) professional designation.
Mr. Uebelein is a graduate of Harding University and earned a Masters degree in Business Administration with a concentration in Finance from Rice University in 1986. He is a Chartered Financial Analyst (CFA) charterholder, having completed the rigorous course of study to earn the professional designation in 1991.
Young Chin
Chief Investment Officer
Pyramis Global Advisors
Young Chin is chief investment officer of Pyramis Global Advisors, a Fidelity Investments company. Fidelity is one of the world's largest providers of investment management, retirement planning, brokerage, and human resources and benefits outsourcing services for individuals and institutions. Pyramis, with approximately $148.5 billion in assets under management as of September 30, 2009, focuses on investment products and solutions for institutional customers. Mr. Chin joined Pyramis in 2006 and oversees the firm's portfolio management, research, and trading functions.
Mr. Chin, a 28-year veteran of the investment management business, previously served as president and chief executive officer, Gartmore Global Investments, and co-global chief investment officer—equities, Gartmore Group, in Conshohocken, PA. In these dual roles, he oversaw investment units in the US, the UK, and Japan with assets of more than $80 billion.
Prior to joining Gartmore, Mr. Chin was managing director, head of equity management, and director of equity management research for Brown Brothers Harriman in New York from 1999 to 2001. Previously, he served in a number of roles during the formation and building of PNC Financial's asset management business, including serving on the management committee of BlackRock. Mr. Chin began his investment career at Harris Bank in Chicago in 1978. Over a period of 14 years at Harris, including eight years serving as the director of a quantitative investment consulting service, he worked with more than 400 investment organizations that included investment advisors, pension plans, endowments, and foundations.
Mr. Chin received a bachelor of arts degree in economics in 1978 and a master's degree in business administration in finance in 1982, both from the University of Chicago.
Patrick Mc Nelis
Executive Vice President
Global Distribution and Client Service
Patrick Mc Nelis is executive vice president, Global Distribution and Client Service, at Pyramis Global Advisors, a unit of Fidelity Investments. Fidelity is one of the world's largest providers of investment management, retirement planning, brokerage, and human resources and benefits outsourcing services for individuals and institutions. Pyramis, with approximately $148.5 billion in assets under management as of September 30, 2009, focuses on investment products and solutions for institutional customers. Mr. Mc Nelis leads Pyramis sales activities globally, manages the Client Services and Consultant Relations groups and related support, and has responsibility for Channel Services which coordinates distribution of Pyramis products with business partners across Fidelity.
He has more than 23 years experience in the institutional investment business. Most recently, Mr. Mc Nelis was executive director and head of Institutional Advisory Services at Principal Global Investors, one of that company's eight executive directors, and a member of its operating committee. Prior to his tenure at Principal, he was managing director and head of Institutional Advisory Services-Americas at Citigroup Asset Management. In addition, he served in senior marketing and consultant relations roles at TimesSquare Capital Management, T. Rowe Price Associates, Inc., and NationsBank Investment Management.
Mr. Mc Nelis graduated from New York University (NYU) with a Bachelor of Science degree in Economics/Management in 1983 and from NYU's Stern Graduate School of Business Administration in 1986 with a Master's degree in Business Administration with a concentration in Finance.
Michael Barnett
Head of North American Institutional Sales
Michael is responsible for the overall growth and daily operations of Fidelity's institutional business in Canada. Appointed to his current position in 2006, Michael joined Fidelity in 1999 and has since held a number of senior leadership roles within Fidelity's Advisor Distribution business in Canada. Michael was first District Vice President and quickly became Vice-President, Regional Sales Manager for Ontario. In 2004, he was appointed to Vice-President, Advisor Distribution, responsible for several major initiatives to advance Fidelity's Advisor Distribution business. Most recently, Michael was Senior Vice President of Sales for Fidelity's retail business, a $30 billion entity, in charge of revamping that group's structure and strategy. Michael has 20 years experience in the financial services industry. Before joining Fidelity, Michael worked for Mackenzie Financial Corp. between 1987 and 1997, and for O'Donnell Financial Services from 1997 to 1999. Michael received a BA in economics from Long Island University.
Fidelity Investments Canada ULC ("FIC") is pleased to provide you with the information on the Pyramis.ca ("Pyramis Services Website") subject to your acknowledgement and acceptance of the Terms of Use.
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