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Corporate Profile
Middlefield Group

Formed in 1979, Middlefield creates and manages specialized investment products for individual and institutional investors and has assets under management of approximately $3 billion. Investment products include closed-end funds, mutual funds, private and public resource funds, real estate funds and a venture capital fund. Middlefield has approximately 70 employees with offices located in Calgary, Toronto, San Francisco and London, England. Clients include Canadian and international financial institutions, corporations and individuals. Its services are provided in Canada primarily through Middlefield Limited, which is registed as an Investment Fund Manager with the Alberta Securities Commission, and Middlefield Capital Corporation, a member of the Canadian self-regulatory organization that regulates investment dealers, and internationally through Middlefield International Limited in London, England, which is registered as a member firm with The Financial Services Authority in the United Kingdom. In addition to asset and investment management, the services provided by Middlefield include corporate finance, merchant banking, financial advisory and securities placement activities.

Middlefield Group's role in its fund management business includes the creation and structuring of investment vehicles, the completion of offerings to investors, the identification, selection and monitoring of suitable investments, acting as registrar and transfer agent, monitoring regulatory compliance and providing reports to investors on operating and financial performance and for income tax purposes.

Middlefield has focused on and developed investment management expertise in oil and gas and mining as well as real estate and income-producing equity securities. In the oil and gas and mining sectors, Middlefield has acted as agent or manager for over $2 billion of resource investments since 1983 when it commenced activity in these sectors. Middlefield also has developed extensive expertise in the utilization of tax-advantaged forms of investment vehicles such as limited partnerships and flow-through share funds. Flow-through funds currently managed by Middlefield include Discovery 2010 Flow-Through Limited Partnership, which was launched in August 2010, MRF 2011 Resource Limited Partnership, which was launched in January 2011, Discovery 2011 Flow-Through Limited Partnership, which was launched in August 2011, and MRF 2012 Resource Limited Partnership, which was launched in January 2012. Middlefield's resource experience includes: the management of 49 limited partnerships which have raised and invested over $2.1 billion in flow-through shares of resource companies; the management of a co-venture and two limited partnerships which own producing oil and gas assets engaged in oil and gas exploration and development; the co-founding of Morrison Middlefield Resources Limited (MMRL), a TSX listed oil and gas company; and the management of several open-end and closed-end funds which focus, to varying degrees, on the mining and oil and gas sectors and the generation of income.

In the real estate sector, since its inception, Middlefield has been involved in all aspects of the industry. Activities encompass land acquisition, project design, construction, financing and leasing of projects. Upon project acquisition or completion, ongoing property management services are provided through its affiliates. Middlefield has sponsored and manages 14 projects. Properties include approximately 1,500 residential units as well as commercial projects. Currently, about 900 residential units and several limited partnerships are managed by Middlefield.

 
 
Murray Brasseur
Chairman & Founder
  Garth Jestley
Deputy Chairman
  Dean Orrico
President and Chief Investment Officer
  Sylvia Stinson
Chief Financial Officer
 
Independent Review Committee 
 
 
2013 MINT Income Fund celebrates 16 years on the TSX   April 15, 2013 
 
 
2012 year in review  December 19, 2012 
 
 
Middlefield Raises $110 Million in Resource Funds in 2012  November 24, 2012 
 
 
Middlefield Supports Canadian Olympian Scott Frandsen   March 26, 2012 
 
 
Middlefield receives Lipper Fund Awards for 2012  February 9, 2012 
 
 
Middlefield Raises $110 Million in Resource Funds in 2011  November 23, 2011 
 
 
Reorganization Announcement  October 17, 2011 
 
 
Middlefield rewards St. Michael's Hospital for remarkable care  July 23, 2011 
 
 
Middlefield Raises over $450 Million in 2011  April 20, 2011 
 
 
Middlefield Raised $100 million in 2010  December 15, 2010 
 
 
Middlefield Group $1.4 million commitment to UBC Sauder School  
 
 
Photos of Grand Opening UBC Sauder School complex January 14, 2010  
 
Mutual Funds    
ActiveIndex REIT Class   Income Plus Class
Canadian Dividend Growth Class   Precious Metals Class
Canadian High Yield Class   Short-Term Income Class
Global Agriculture Class   Uranium Focused Metals Class
Groppe Tactical Energy Class    
Nancy Tham
Managing Director, Sales and Marketing
    
Tel.: 416-847-5349
Email:
 
TSX-Listed Funds    
ACTIVENERGY Income Fund   Middlefield Can-Global REIT Income Fund
COMPASS Income Fund   MINT Income Fund
ENERGY INDEXPLUS Dividend Fund   PATHFINDER Convertible Debenture Fund
Global Dividend Growers Income Fund   REIT INDEXPLUS Income Fund
INCOME PLUS II Corp.   Uranium Focused Energy Fund
INDEXPLUS Income Fund   YIELDPLUS Income Fund
MBN Corporation (Tactical Energy Corporation)  
Nancy Tham
Managing Director, Sales and Marketing
    
Tel.: 416-847-5349
Email:
 
Middlefield Resource Funds
Discovery 2012 Flow-Through Limited Partnership
MRF 2012 Resource Limited Partnership (MRF 2012)
Discovery 2011 Flow-Through Limited Partnership
MRF 2011 Resource Limited Partnership (MRF 2011)
Discovery 2010 Flow-Through Limited Partnership
MRF 2010 Resource Limited Partnership (MRF 2010)
Discovery 2009 Flow-Through Limited Partnership
MRF 2009 Resource Limited Partnership (MRF 2009)
Discovery 2008 Flow-Through Limited Partnership
MRF 2008 Resource Limited Partnership (MRF 2008)
MRF 2007 II Resource Limited Partnership (MRF 2007 II)
MRF 2007 Resource Limited Partnership (MRF 2007)
MRF 2006 II Resource Limited Partnership (MRF 2006 II)
MRF 2006 Resource Limited Partnership (MRF 2006)
Explorer III Resource Limited Partnetship
MRF 2005 Resource Limited Partnership (MRF 2005)
Explorer II Resource Limited Partnetship
MRF 2004 Limited Partnetship (MRF 2004)
EXPLORER Limited Partnership
MRF 2003 II Limited Partnership (MRF 2003 II)
MRF 2003 Limited Partnership (MRF 2003)
MRF 2002 II Limited Partnership (MRF 2002 II)
MRF 2002 Limited Partnership (MRF 2002)
MRF 2001 II Limited Partnership (MRF 2001 II)
MRF 2001 Limited Partnership (MRF 2001)
MRF 2000 Limited Partnership (MRF 2000)
MRF 1999 II Limited Partnership (MRF 1999 II)
MRF 1999 Limited Partnership (MRF 1999)
MRF 1998 III Limited Partnership (MRF 1998 III)
MRF 1998 II Limited Partnership (MRF 1998 II)
MRF 1996 II Limited Partnership (MRF 1996 II)
MRF 1996 Limited Partnership (MRF 1996)
Dennis da Silva
Managing Director, Resource Group
    
Tel.: 416-847-5341
Email:
Rob Lauzon
Managing Director, Western Canada
    
Tel.: 403-269-4909 ext.111
Email:
 
Merchant Banking
MBN Corporation
Richard Faiella
Senior Vice President
 
Tel.: 416-847-5348
Email:
Middlefield Capital Corporation
Michael Kimeda
Senior Vice President
 
Tel.: 416-847-5366
Email:
Middlefield Venture Group
Richard Faiella
Senior Vice President
 
Tel.: 416-847-5348
Email:
 
Resource Group
Dennis da Silva
Senior Vice President
 
Tel.: 416-847-5341
Email:
Rob Lauzon
Managing Director, Western Canada
 
Tel.: 403-269-4909 ext.111
Email:
 
Middlefield Realty Services Limited
Henry Lee
President
    
Tel.: 416-365-3232
Email: hlee@trebnet.com
 
 
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