"Global Debt Storm Thickens" with CEO Jonathan Wellum, RockLinc

In this interview, we talk about the worldwide "Debt Storm" which continues to grow every year with mkost countries printing money...what is the end game? Founder of RockLinc Investment Partners Inc., Mr Jonathan Wellum gives us his insights on how to invest in the market.

Prior to founding RockLinc Investment Partners Inc. (http://www.RockLinc.com), Jonathan began his investment career with Portland Investment Counsel (formerly AIC Investment Services) in 1990 and served as a member of the firm's senior management team. In August 2002, he was appointed Chief Investment Officer and subsequently, in October 2006, Jonathan was appointed Chief Executive Officer.

During his tenure at Portland Investment Counsel, Jonathan managed the AIC Diversified Canada Fund as well as a number of equity mutual funds. He also co-managed a number of exchange-traded funds and was responsible for Portland's Private Client business which included high net worth and institutional clients.

In 1995, Jonathan was named Fund Manager of the Year by the Investment Executive Magazine and in 1997 awarded Fund Manager of the Year at the Canadian Mutual Fund Awards Gala. In addition, Jonathan was a recipient of Canada's Top 40 under 40.

Prior to establishing his career in the investment industry, Jonathan held positions in corporate accounting at Deloitte & Touche as well as CUMIS Insurance. He is currently a senior fellow for Cardus, a leading Canadian based think tank, and a member of the McMaster University Investment Pool Committee. Jonathan is also the Board Chair for the Golden Horseshoe Venture Forum (GHVF) which is an industry lead, non-profit organization whose mandate is to foster the growth of entrepreneurs.

Jonathan holds a Bachelor of Commerce and a Master of Business Administration degree from McMaster University, and Bachelor of Science degree from the University of Waterloo. He completed his formal education with a Master of Arts degree in Theology and Philosophy from Trinity Seminary (Chicago). He also holds the designation of Chartered Financial Analyst (CFA).




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