Steepe & Co

The Team behind client success

Steepe & Co. consists of a growing team of investment professionals in both Canada and the U.S.

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Steepe & Co

Firm Overview

Stable and consistent,
U.S. high yield distributions with low volatility

Located in downtown Toronto, Steepe & Co. is registered as an Investment Fund Manager and Exempt Market Dealer in Ontario and an Exempt Market Dealer in Alberta and Quebec. Steepe & Co. Ltd. is currently managing and distributing U.S. Bridge loan Fund Trust, UltraShort High Income Fund, and UltraShort High Income L.P.

Since 2007, Steepe & Co. Ltd., has been working with Canadian and U.S., private and public debt/credit funds distributed through investment dealers. Steepe & Co. has extensive experience in securing private fund approvals on investment dealer product platforms.

Professional Memberships

IMDDA

Investment Management Due Diligence Association

ACPM

Association of Canadian Pension Management

CAASA

Canadian Association of Alternative Strategies & Assets

IFEBP

International Foundation of Employee Benefit Plans

Backoffice

SGGG Fund Services Inc.

Director of Operations

Natasha Karfell

Private Fund Analyst

William McNarland, CFA

NAV, F/S Tax Review

William Glen Consulting, CA

Marketing

Setsail Interactive

Trustees

Michael Steepe
William McNarland, CFA

U.S. Bridge Loan Fund Trust (USBLF)
Custodian

Fidelity Clearing Canada

FX Futures, Contracts

Interactive Brokers

Compliance

David Gilkes, Founder Northstar Compliance

Auditors

Gordon Lee, Senior Partner
Yale PGC LLP

Legal-Securities

Michael Hanley,
Partner Torkin
Manes LLP

Tech Support

1cs Computer Services inc

FX Hedging, Strategist

Martin McCambridge, CFA

Legal-Tax

Canada
Kay Leung, Partner Torkin Manes LLP

USA
Bill Turkovich, partner Hodgson Russ LLP

Michael Steepe

Michael

Steepe

President & CCO
Natasha Karfell

Natasha

Karfell

Director of Operations
William McNarland

William

McNarland

US BLF Trustee, US BLF Investment Review Committee (IRC)
Lea Rakova

Lea

Rakova

Profin Services
Martin McCambridge

Martin

McCambridge

Risk Analyst

Purchases of securities may be made through Steepe & Co., a registered exempt dealer, by investors in Ontario, Alberta and Quebec who qualify under an applicable prospectus exemption and that purchases in other Canadian jurisdictions are only available through or to dealers in such jurisdictions who are registered in a category that permits such purchases. The Agent may be considered to be a ‘connected issuer,’ and could become a ‘related issuer,’ in relation to the Issuer under applicable securities legislation. Michael Steepe, the dealing representative of the Agent, who is acting on behalf of the Agent in connection with the Offering, is a Trustee of USBLFT.