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November 14, 2017

Phocion’s Ioannis Segounis to Present to the Kenneth Woods Portfolio Management Program

MONTREAL (CANADA) – Phocion Investment Services Inc. (Phocion), a leading provider of performance, compliance and due diligence services, is pleased to announce that Ioannis Segounis, Managing Director, will be speaking to the Kenneth Woods Portfolio Management Program at Concordia University’s John Molson School of Business. The presentation will touch on the important area of performance

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November 14, 2017

Webinar: “Overview of the Recent GIPS® Guidance Statement on Benchmarks”

MONTREAL (CANADA) – Please register for a webinar hosted and presented by Phocion Investment Services: ‘Overview of the Recent GIPS® Guidance Statement on Benchmarks’. Please click on the link to register: https://attendee.gotowebinar.com/register/1906181914345932291 This is an invitation for a webinar that will be held on November 22, 2017 at Noon EST during which time Phocion will provide

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November 13, 2017

Phocion is a Huge Advocate of the CFA Institute’s CIPM Program

MONTREAL (CANADA) – Phocion Investment Services (Phocion), a leading service provider in performance, compliance and due diligence, is a proud advocate of the Certificate in Investment Performance Management (CIPM®) Program. The title is awarded by the CFA Institute and there are presently some 2,000 CIPM® certificate holders worldwide. CIPM® is the leading investment industry designation

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November 10, 2017

Phocion Provides Experience, Flexibility and High-Quality to Meet Pension Fund Operational Needs

MONTREAL (CANADA) – Phocion Investment Services (Phocion) is emerging as the service provider of choice for pension funds looking to elevate their operating standards, particularly in the areas of performance, compliance and due diligence. David Rowen, Phocion Managing Director stated: “Phocion identified a large industry gap and addressed it by positioning its offerings at the

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November 8, 2017

Phocion’s Chief Compliance Officer Support Services Provide Flexible, Highly-Professional Solution to Compliance Departments

MONTREAL (CANADA) – Phocion Investment Services (Phocion) has experienced a surge in demand for its Chief Compliance Officer (“CCO”) support services. Kosta Segounis, Managing Director of Phocion, stated: “Smaller managers are realizing that finding the right compliance solution given its vast and changing needs can be quite complex. The industry is discovering that Phocion can

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October 25, 2017

Phocion’s Strategic Partner CRC Leader in Providing Regulatory Registration

MONTREAL (CANADA) – Through its strategic relationship with Compliance Risk Concepts (CRC), Phocion Investment Services (Phocion) provides its clients leading U.S. regulatory registration services. Phocion Managing Director, Kosta Segounis, stated: “We have witnessed a growing demand for U.S. Regulatory Registration services from Canadian managers whose successful investment strategies have reached asset saturation in their local

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October 17, 2017

Raising the Bar on Operations Begins With Education

MONTREAL (CANADA) – Phocion Investment Services (Phocion) is an advocate for continuing education and a proponent for all investment industry participants to continually strive to better themselves. A page on Phocion’s website is dedicated to highlight various financial societies some of which offer education programs. We urge individuals not to wait for their employers or

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October 10, 2017

Phocion’s David Rowen Quoted in Today’s Globe & Mail Article Regarding Benchmarks

MONTREAL (CANADA) – Phocion Investment Services’ David Rowen appears in today’s Globe & Mail in an article written by Joel Schlesinger titled Do your investments measure up? How to assess them. Investors needing more information about Phocion’s suite of performance services should contact us at 514-564-9955 or info@phocioninvestments.com.   About Phocion Investment Services Phocion Investment

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October 6, 2017

Phocion Investment Services is the Leader in Providing Risk Assessments to the Investment Industry

MONTREAL (CANADA) – Phocion Investment Services (Phocion) proudly provides the most comprehensive Risk Assessment analysis to the investment industry. Phocion Managing Director, Kosta Segounis, is the firm’s Thought Leader in this area. He stated: “The investment industry is exposed to various types of risks, and most often to some that the Principals of the firms

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October 3, 2017

Phocion Investment Services Proudly Announces its Offering of GIPS® Verification Services to the Investment Industry

MONTREAL (CANADA) – Phocion Investment Services (Phocion) provides the widest breadth and deepest depth of performance-related services to the industry and is proud to add GIPS® Verification to its offering. Developed under the guise of the CFA Institute, Global Investment Performance Standards (GIPS®) is a set of standardized, industry-wide ethical principles that guide investment firms

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September 28, 2017

Phocion’s Performance Audit Service is the Most Comprehensive Performance Review Available in the Industry Today

MONTREAL (CANADA) – Phocion Investment Services (Phocion) is proud to offer performance audit services that are designed to provide all investment industry stakeholders the utmost confidence in managing and investing in a fund, whether it is a long-only, traditional strategy or a more complicated hedge strategy. The review focuses on every aspect of the performance

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September 19, 2017

Phocion’s Performance Training Services Give Industry Professionals the True Understanding of Performance Returns

MONTREAL (CANADA) – Phocion Investment Services (Phocion) is proud to offer performance training services to investment professionals. Phocion believes that the benefits of a robust performance culture includes the following: A true understanding of performance returns Command of portfolio evaluation measures that identify strengths and weaknesses Tools to ask the right questions and seek the

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September 12, 2017

Webinar Replay: Discussing Benefits of Strategic Alliance – Compliance Risk Concepts and Phocion Investment Services

NEW YORK (NEW YORK) | MONTREAL (CANADA) – Earlier today, Compliance Risk Concepts and Phocion Investment Services held a webinar providing more details on their recently announced strategic alliance. The event was co-hosted by Mitch Avnet, Founder of Compliance Risk Concerpts, and Ioannis Segounis, Founder of Phocion Investment Services. The replay can be accessed by

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September 12, 2017

Phocion’s Operational Due-Diligence Service Fills Industry Gap by Providing Investors with Premium Quality Research

MONTREAL (CANADA) – Phocion Investment Services (Phocion) is proud to offer premium independent due diligence services that evaluate the operational strengths and weaknesses of investment managers and their funds. Phocion Managing Director, Kosta Segounis, provides his insight: “Most industry due diligence involves light reporting and does not provide investors with enough foresight as to where

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September 6, 2017

Phocion Lays Out Application Process for its Global Performance Committee

MONTREAL (CANADA) – Earlier today over a webinar, Phocion Investment Services (Phocion) laid out the application process for Phocion Global Performance Committee. Phocion Founder, Ioannis Segounis, stated: “Phocion Investment Services will be spearheading the creation of a global investment performance committee that will provide performance professionals the feedback from their like-minded and dedicated peers”. Mr.

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September 6, 2017

Phocion’s Supports Some of the Largest Global Investors to Optimize Their Performance Operations

MONTREAL (CANADA) – Phocion Investment Services (Phocion) Phocion is proud to offer institutional investors with evaluation and optimization services of their Performance Operations. ‎The firm also assists its clients with any implementation requirements such as systems and controls. Founder, Ioannis Segounis, goes on to state, “Even the most sophisticated performance teams require some outside assistance.

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August 30, 2017

Inaugural Webinar Presentation announcing the launch of Phocion Investment Services’ Global Performance Committee

MONTREAL (CANADA) – Please join us for the Inaugural Webinar Presentation announcing the launch of Phocion Investment Services’ Global Performance Committee on Wednesday, September 6, 2017 at 12:00 PM EDT. Please register for Launch of Phocion’s Global Performance Committee: https://attendee.gotowebinar.com/register/1707188999732361219 After registering, you will receive a confirmation email containing information about joining the webinar. Brought

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August 30, 2017

Discussing Benefits of Strategic Alliance Between Compliance Risk Concepts and Phocion Investment Services

          NEW YORK (NEW YORK) | MONTREAL (CANADA) – On August 15th, Compliance Risk Concepts and Phocion Investment Services announced the formalization of their strategic alliance. On Tuesday, September 12, 2017 at 12:00 PM EDT CRC and Phocion will co-host a webinar that will be moderated by CRC’s CEO and Managing

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August 22, 2017

Phocion Announces Its Affiliated Membership With The Portfolio Management Association of Canada (PMAC)

MONTREAL (CANADA) – Phocion Investment Services (Phocion), a leading provider of compliance, performance and due diligence services, is pleased to announce that it has become an Affiliated Member of the Portfolio Management Association of Canada (PMAC). Established in 1952, PMAC provides a forum for the investment industry to convene to share knowledge. Salient PMAC activities

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August 15, 2017

Compliance Risk Concepts and Phocion Investment Services Formalize Strategic Alliance

August 15, 2017 NEW YORK (NEW YORK) | MONTREAL (CANADA) – Compliance Risk Concepts (“CRC”), a top tier compliance consulting services firm, and Phocion Investment Services (“Phocion”), a leading service provider in performance, due diligence and compliance, are pleased to announce that they have formalized a strategic partnership. The partnership benefits CRC’s clients by expanding

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August 8, 2017

Phocion’s Innovative Independent Investment Review Service‎ Provides High Net Worth Investors With Full Transparency and Empowerment Through Education

MONTREAL (CANADA) – Phocion Investment Services (Phocion) offers Independent Investment Reviews for High Net Worth (HNW) investors that provide comprehensive analysis with the goal of ensuring that investors’ wealth is being properly managed. The service enhances transparency and analyzes the safety of capital. Finally, the service empowers HNW investors by enlightening them about their own

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July 5, 2017

Phocion Proudly Expands its Performance Service Offering

MONTREAL–Phocion Investment Services Inc. (Phocion), a leading provider of performance, compliance and due diligence services, is proud to deepen its performance services with the addition of three offerings: GIPS® Maintenance, Institutional Performance Advisory and Performance Audit. Phocion’s GIPS® Maintenance fills a great need because compliance with GIPS® is not a one-time event and the hard

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June 15, 2017

Phocion to Host Webinar: “Complying with Canadian Anti-Money Laundering & Anti-Terrorist Financing Standards”

June 15, 2017   MONTREAL–Phocion Investment Services Inc. (Phocion), a leading provider of performance, compliance and due diligence services, is pleased host a webinar titled “Complying with Canadian Anti-Money Laundering & Anti-Terrorist Financing Standards”.   When: Wednesday, June 28, 2017 from 12 pm to 1 pm For More Information: Click here (https://attendee.gotowebinar.com/register/2741192822538961155)    About Phocion

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May 17, 2017

Lunch & Learn Seminar – Complying with Anti-Money Laundering & Anti-Terrorist Financing Standards

Please join us. Among the interesting topics on the agenda are: An overview of FINTRAC’s AML requirements  by David Rowen Common pitfalls to avoid when implementing proper policies and procedures by Kosta Segounis The presentations will be given in English with speakers responding to questions in French if the occasion arises. We look forward to seeing you! To RSVP or if

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May 17, 2017

Phocion Awarded Global Investment Services Company of the Year for 2017

May 17, 2017   MONTREAL–Phocion Investment Services Inc. (Phocion), a leading provider of performance, compliance and due diligence services, is pleased announced that it has been named Global Investment Services Company of the Year for 2017 & Recognized Leaders in Operational Due Diligence (“ODD”) in 2017. This acknowledgment is part of Wealth & Finance INTL’s

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April 26, 2017

Phocion Proudly Sponsors the 2ND annual NYSSA GIPS Conference

April 26, 2017   MONTREAL–Phocion Investment Services Inc. (Phocion), a leading provider of performance, compliance and due diligence services, is pleased that announced its sponsorship of the 2nd annual New York Society of Securities Analysts (NYSSA) Global Investment Performance Standards (GIPS) Conference.   When: Wednesday, May 17, 2017, 3 – 8:30 pm Where: NYSSA Conference

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April 26, 2017

Phocion’s Ioannis Segounis to be a Panelist at the Spaulding Group’s Fifteenth Annual PMAR Conference

April 26, 2017   MONTREAL–Phocion Investment Services Inc. (Phocion), a leading provider of performance, compliance and due diligence services, is pleased to announce that Ioannis Segounis will be panelist at the Spaudling Group’s Fifteenth Annual International Performance Measurement, Attribution & Risk Conference (PMAR™).   When: May 9th – 10th, 2017 Where: Jersey City, NJ at

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April 26, 2017

Phocion is proud to sponsor the 11th annual CFIQ Compliance Seminar

April 26, 2017   MONTREAL–Phocion Investment Services Inc. (Phocion), a leading provider of performance, compliance and due diligence services, is pleased to sponsor the 11th annual CFIQ Compliance Seminar. When: Wednesday, April 26, 2017 Where: Centre Mont-Royal de Montréal, 2200 Mansfield, Montréal, QC For More Information: Click here   About CFIQ The Conseil des fonds

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December 7, 2016

Holiday Wishes from Phocion Investment Services

December 7, 2016 MONTREAL–Phocion Investment Services Inc. (Phocion), a leading provider of performance, compliance and due diligence services would like to wish everyone a very happy holiday season. Holiday E-Card: Click Here.         About Phocion Investment Services Inc. Phocion Investment Services Inc. services stakeholders in the investment management industry. The company provides

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October 18, 2016

Phocion’s Ioannis Segounis to Moderate at TD Securities’ 2nd Annual Canadian Hedge Fund COO Summit – October 19, 2016 – 7:30 am at Shangri-La Hotel (3rd Floor)

October 18, 2016   TORONTO–Phocion Investment Services Inc. (Phocion), a leading provider of performance, compliance and due diligence services, is proud to announce that its founder, Ioannis Segounis, will be a moderator at TD Securities’ 2nd Annual Canadian Hedge Fund COO Summit.   Date: – October 19, 2016 – 7:30 am – 1:30 pm Venue:

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October 12, 2016

2016 Hedgeopolis – October 20-21 in Manhattan

Hedgeopolis New York 2016 October 20-21, 2016 Metropolitan West | 639 West 46th St. | New York, NY 10036 On behalf of the Hedge Fund Association (HFA), and as a co-Director of its Canadian Chapter, I would like to invite you to join us on October 20-21, 2016, in Manhattan, for our fourth annual “Hedgeopolis”

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August 22, 2016

Phocion Industry Partner, The Hedge Fund Association (HFA), to Host Two-Day 2016 Hedgeopolis New York Annual Member Conference on October 20-21

August 22, 2016 NEW YORK–Phocion Investment Services Inc. (Phocion), a leading provider of performance, compliance and due diligence services, is proud to announce that its industry partner, The Hedge Fund Association (HFA), will be hosting 2016 Hedgeopolis New York, its Annual Member Conference on October 20-21 at Metropolitan West – 639 West 46th Street. The

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August 17, 2016

Phocion’s Ioannis Segounis Named to the CFA Institute’s CIPM Advisory Committee

August 17, 2016 MONTREAL–Phocion Investment Services Inc. (Phocion), a leading provider of performance, compliance and due diligence services, is proud to announce that Founder and Managing Director, Ioannis Segounis, has been named to the CFA Institute’s Certificate in Performance Management Measurement (“CIPM”) Advisory Committee. The primary purpose of the CIPM Advisory Committee is for its

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August 17, 2016

Phocion’s David Rowen Named Co-Director of the Hedge Fund Association’s Canadian Chapter

August 17, 2016 MONTREAL–Phocion Investment Services Inc. (Phocion), a leading provider of performance, compliance and due diligence services, is proud to announce that Managing Director David Rowen has been named Co-Director for the Hedge Fund Association’s, HFA, newly formed Canadian region. To read David’s profile Click here About Phocion Investment Services Inc. Phocion Investment Services

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June 30, 2016

Phocion’s David Rowen Provides Audio Presentation that Empowers Athletes

June 30, 2016   MONTREAL–Phocion Investment Services Inc. (Phocion), a leading provider of performance, compliance and due diligence services, published an audio presentation around its recent article titled “Empowering Athletes to Achieve Financial Peace of Mind‎”. David Rowen sets out to provide athletes with their very own roadmap that can greatly decrease the likelihood of

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June 28, 2016

Phocion’s Ioannis Segounis to Present at 2nd Annual AIMA Canada Hedge Fund Conference 2016

June 28, 2016 MONTREAL–Phocion Investment Services Inc. (Phocion), a leading provider of performance, compliance and due diligence services, is pleased to announce that its Founder, Ioannis Segounis, will make a presentation at the 2nd Annual AIMA Canada Hedge Fund Conference. The topic will focus on the important area of “Hedge Fund Performance Reporting”. When: Wednesday,

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May 3, 2016

Phocion is a Proud Supportor of the Scotiabank Pro-Am for Alzheimer’s™ benefiting the Montreal Jewish General Hospital

May 3, 2016   MONTREAL–Phocion Investment Services Inc. (Phocion), a leading provider of performance, compliance and due diligence services, is pleased to announce that it is a proud supported of the Scotiabank Pro-Am for Alzheimer’s™ benefiting the Montreal Jewish General Hospital (MJGH). This inaugural hockey tournament will take place in Montreal on June 2-4 and

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April 15, 2016

Phocion is Pleased to Sponsor the CFIQ’s 10th Annual Seminar on Compliance in Montreal

April 15, 2016 MONTREAL–Phocion Investment Services Inc. (Phocion), a leading provider of performance, compliance and due diligence services, is pleased to announce that it will be sponsoring the Conseil des fonds d’investissement du Québec (CFIQ)’s upcoming Seminar on Compliance in Montreal.   When: Wednesday, April 21, 2016, 7:30 am – 7:00 pm Where: Le Centre

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April 14, 2016

Phocion’s Ioannis Segounis to Present to Members of CFA Toronto

April 14, 2016 MONTREAL–Phocion Investment Services Inc. (Phocion), a leading provider of performance, compliance and due diligence services, is pleased to announce that Ioannis Segounis, Founder and Managing Director, will be speaking to members of CFA Toronto. The title of his presentation is “CRM2 – Are You Prepared?” When: Thursday May 19, 2016 at noon

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April 12, 2016

Invitation | Lunch Seminar on Alternative Investment Funds

Please join us for a Lunch Seminar on Alternative Investment Funds   Thursday, April 28, 2016 Registration and Lunch: 12:00 pm – 12:30 pm Session and Q&A: 12:30 pm – 1:30 pm   Location: Borden Ladner Gervais LLP 1000 De La Gauchetière St W Suite 900 Montréal, QC View map   Among the interesting topics on the agenda are: “A

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March 8, 2016

Phocion’s Ioannis Segounis to Present to Members of the Kenneth Woods Portfolio Management Program

March 8, 2016 MONTREAL–Phocion Investment Services Inc. (Phocion), a leading provider of performance, compliance and due diligence services, is pleased to announce that Ioannis Segounis, Managing Director, will be speaking to members of the Kenneth Woods Portfolio Management Program at Concordia University’s John Molson School of Business. When: Tuesday, March 8, 2016 Where: John Molson

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February 29, 2016

Phocion’s Kosta Segounis to Present at the HFM Operational Leaders’ Summit Canada

February 29, 2016 MONTREAL–Phocion Investment Services Inc. (Phocion), a leading provider of performance, compliance and due diligence services, is pleased to announce that Kosta Segounis, Managing Director, will be a speaker at the HFM Operational Leaders’ Summit Canada. When: Monday, February 29, 2016 @ 12:15 pm to 1 pm Where: Sheraton Centre Toronto Hotel, Canada,

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February 9, 2016

Kosta Segounis to Participate in Launch of AIMA’s Guide to Sound Practices for Operational Risk

February 9, 2016 MONTREAL–Phocion Investment Services Inc. (Phocion), a leading provider of performance, compliance and due diligence services, is pleased to announce that Kosta Segounis will participate in a panel for the launch of The Alternative Investment Management Association’s (AIMA) recent Guide to Sound Practices for Operational Risk. When: Tuesday, February 9, 2016 Where: Wells

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October 5, 2015

Ioannis Segounis to Contribute to NYSSA’s Performance & Risk Analytics Group

October 5, 2015 MONTREAL–Phocion Investment Services Inc. (Phocion), a leading provider of performance, compliance and due diligence services, is pleased to announce that Ioannis Segounis will be contributing insights to the New York Society of Securities Analysts’ (NYSSA) Performance & Risk Analytics Group.   About Phocion Investment Services Inc. Phocion Investment Services Inc. services stakeholders

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September 14, 2015

Phocion to Participate in the 2015 AIMA Canada Hedge Fund Conference

September 14, 2015   MONTREAL–Phocion Investment Services Inc. (Phocion), a leading provider of performance, compliance and due diligence services, is pleased to announce that it participate in the 2015 AIMA Canada Hedge Fund Conference to be held in Toronto.   When: October 7-8, 2015 Where: St. Andrew’s Club Event Type: Conference with reception at The

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March 24, 2015

Phocion Investments Appoints Managing Directors, Kosta Segounis and David Rowen to Its Growing Platform

March 24, 2015 09:00 AM Eastern Daylight Time MONTREAL–Phocion Investment Services Inc. (Phocion), a leading provider of performance, compliance and due diligence services, is pleased to announce the additions of Kosta Segounis, CPA, CA, CFA and David Rowen, CFA, FRM as Managing Directors. The firm experienced significant revenue growth in the past year. “We are

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December 1, 2014

Phocion to Participate in Joint Concordia University and AIMA Canada Panel Event

December 1, 2014   MONTREAL–Phocion Investment Services Inc. (Phocion), a leading provider of performance, compliance and due diligence services, is pleased to announce that Ioannis Segounis will participate in a panel discussion tilted “What Graduates Need to Know about the Canadian Hedge Fund Industry”. The event is jointly sponsored by Concordia University and AIMA Canada.

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September 15, 2014

Phocion’s is Proud to Sponsor the Second Annual Hellenic Initiative to be Held in New York

September 15, 2014   MONTREAL–Phocion Investment Services Inc. (Phocion), a leading provider of performance, compliance and due diligence services, is pleased to announce that it will be sponsoring the Second Annual Hellenic Initiative to be held October 2nd in New York. The Hellenic Initiative is a global, non-profit institution whose vision is to mobilize support

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April 1, 2014

Phocion to Participate in the 67th Annual CFA Institute Conference to be Held in Seattle

April 1, 2014   MONTREAL–Phocion Investment Services Inc. (Phocion), a leading provider of performance, compliance and due diligence services, is pleased to announce that it participate in the 2015 AIMA Canada Hedge Fund Conference to be held in Toronto.   When: May 4-7, 2014 Where: Washington State Convention Center, Seattle, Washington, United States Event Type:

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