EnerVest Management

Jacob Roorda, Vice-Chairman

Jacob Roorda has been involved in Canada's energy and financial services industry for more than 30 years. In 2002, Mr. Roorda was co-founder of Harvest Energy Trust, an integrated oil and natural gas royalty trust, where he was President for four of six years. Prior to his time at Harvest Energy Trust, Mr. Roorda was Managing Director of Investment Banking at Research Capital Corp. He co-founded PrimeWest Energy Trust in 1996, served on its Board of Directors and was Corporate Vice-President. He was Manager of Business Development at Fletcher Challenge Petroleum Inc. for a time and Vice President in the equity research group at BZW Canada Ltd., a subsidiary of Barclays Bank. He has also held senior engineering posts with Dome Petroleum Ltd. Mr. Roorda is a Professional Engineer, holds a Bachelor of Applied Science (Engineering) degree from Queen's University, and an MBA from the University of Calgary.

Nevin Markwart, President and Chief Executive Officer

Mr. Markwart brings to EnerVest extensive experience managing investment teams and products both in Canada and the United States.  Most recently he was Head of Canadian Equities and a member of the executive management team at Fidelity Investments Canada.  Previous experience includes senior responsibilities with Wellington Management and Standish, Ayer and Wood, Inc., both investment advisory firms based in Boston, Massachusetts.  Mr. Markwart holds an MBA in Finance from Northeastern University in Boston and is a Chartered Financial Analyst and Certified Financial Planner.  Prior to his investment career, Mr. Markwart was the Boston Bruins' first pick in the 1983 NHL entry draft and enjoyed a nine year NHL career from 1983 to 1992 with the Boston Bruins and the Calgary Flames.
 

Darcy Hulston

Darcy Hulston, Senior Vice President, National Sales Director

 Darcy Hulston brings a wealth of knowledge and expertise to EnerVest with over 20 years of practical sales management and marketing experience in Canadian Financial Services. Darcy has hired, managed and mentored numerous sales teams.  Prior to joining the team at EnerVest, Mr. Hulston was at IA Clarington, where he was Vice President Sales, Western Canada Sales Manager.  Prior to IA Clarington, Mr. Hulston was Regional Vice President at Fidelity Investments Canada and prior to that he was a with TD Bank Financial Group.  Darcy was a five time Award of Excellence winner with TD Financial Group and a three time President’s Club winner with Fidelity Investments.  Mr. Hulston has completed a 3 year program of study with the Securities Institute of America at the Wharton School of Business in Philadelphia.

 

Portfolio Managers - Cypress Capital Management

Greg Bay

Greg Bay has more than 25 years experience in the investment industry. He began his career with Rhodes Denton as a private placement analyst and went on to work as an account executive with Nesbitt Thomson for two years. Greg then moved to Royal Trust for four years where he acted as a portfolio manager. Following that he spent four years as Assistant Vice-President of Investments at National Trust. From 1992 to 1998, Greg was a managing partner at M.K. Wong and Associates (now HSBC Asset Management Canada Ltd.) where he specialized in private client and institutional portfolio management. At M.K. Wong, Greg acted in the capacity of lead Portfolio Manager on the Lotus Canadian Equity Fund and the Hongkong Bank Small Cap Growth funds. In 1998, Greg became the founding partner of Cypress Capital Management Ltd., where he currently manages both private client and institutional portfolios, as well as holds the executive positions of President and CEO. Greg received his undergraduate degree from the Faculty of Finance from Brigham Young University in 1980. As well, Greg holds the Chartered Financial Analyst’s designation.


Portfolio Managers - RiverStream Asset Management

Rafi Tahmazian - Senior Portfolio Manager

Rafi Tahmazian has over 20 years of investment management experience. Since January 2009, Mr. Tahmazian has been a member of the Energy Sector Advisory Group for EnerVest Natural Resource Fund, providing background industry knowledge and expertise on the Canadian energy sector. He holds positions as Chairman and Director of Skana Exploration and Artek Exploration Ltd. respectively. In addition, Mr. Tahmazian was recently appointed to the Board of the Alberta Balancing Pool. From 1996 to 2008, Mr. Tahmazian was a partner and later became Vice Chairman and Managing Director at FirstEnergy Capital Corp., a leading investment dealer that focuses on the energy industry. He holds a Bachelor of Economics degree from the University of Calgary.


Geri Greenall - Portfolio Manager

Geri Greenall has over 13 years of experience in the energy sector and financial services industry. Before joining the team at RiverStream Asset Management, she was a Portfolio Manager at EnergyX Equity Inc., an Energy Equity Fund Manager focused on early-stage energy investments. Geri has previous experience in research covering the energy sector including junior energy companies and energy trusts. Geri also has prior experience in trading physical and financial power, crude and natural gas.  Geri received her Bachelor of Commerce (Finance) from the University of Calgary and has her Chartered Financial Analyst Designation.


Aaron Bunting - Portfolio Manager

Aaron Bunting has seven years of experience in the energy and financial services sector.  Prior to joining RiverStream, Aaron worked in investment banking at a merger and acquisition advisory boutique whose specialty was upstream oil and gas and energy service businesses.  Aaron began his career at an international accounting firm where he worked as an auditor and later in the corporate finance department.  Aaron is a Chartered Accountant and a Chartered Financial Analyst charterholder.