Norm Chang

NewGen Asset Management Ltd. (NewGen) is an alternative investment manager headquartered in Toronto, Canada. The firm was founded by David Dattels in 2009 and is a wholly owned subsidiary of NewGen Holdco Ltd., which is majority owned by 2716492 Ontario, Inc. NewGen provides portfolio management services to pooled investment vehicles offered exclusively to sophisticated investors and separately managed accounts.

Southshore Capital Partners LP (SCP) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Thomas Turner in 2009. SCP serves as the investment adviser, with discretionary trading authority, to private pooled investment vehicles, the securities of which are offered to investors on a private placement basis.

Epic Capital Management Inc. (Epic) is a boutique alternative asset manager headquartered in Toronto, Canada. The firm was founded in 2000 by David Fawcett. Epic offers investors a unique alternative to traditional mutual funds and exchange traded funds.

BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading.

Apache Design Solutions, Inc. provides power analysis and optimization software solutions. Its solutions include software tools and methodologies that enable design engineers to reduce power consumption, ensure delivery of power to ICs and electronic system components, and mitigate power-induced signal interference. The company was founded by Andrew T. Yang, Norman Chang and Shen Lin in January 2001 and it is headquartered in San Jose, CA.

Founded by David Dattels in 2009, New Generation Asset Management Ltd. is a hedge fund manager located in Hamilton, Bermuda. They manage the NewGen Mining Fund.