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Middlefield Capital
Corporation ("MCC") is the advisor for the Trust's portfolio. MCC and its
affiliates provide a variety of financial services including investment
management, corporate finance, merchant banking, mergers and acquisitions,
advisory and security placement services. MCC has developed a special expertise
in the natural resource, real estate and small capitalization corporate
sectors.
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Robert F. Lauzon is Managing Director, Western Canada of
Middlefield Group and is based in Middlefield's Calgary office. Mr. Lauzon has
been employed by Middlefield Capital Corporation since 2002. Mr. Lauzon is the
lead portfolio manager on a number of investment funds focused on the energy,
mining and equity income sectors and is responsible for overseeing
Middlefield's trading operation. Mr. Lauzon is an MBA graduate of the Rotman
School of Management (University of Toronto) and holds the Chartered Financial
Analyst designation. Prior to joining Middlefield in 2002, he worked as an
Investment Executive with ScotiaMcLeod. |
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