c1. Intelligence Consulting innovbtionpei ;;: they have consistently impressed us with both
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1 Consulting TargetSmart Representation Intelligence Maximise your performance and attract more investment. Harness our research team to spend more time selling Short or long-term projects as and when you need them. Cutting edge research into the latest investment trends. Our Clients l!r.e;;i. c; '' ;;: ',ctthern keiard innovbtionpei -- ;,. '. UE:i!V12t '\ '(,,.. :['''"...-" >:,TT vli.i.d: u:u:. (_.;,i, '\:,,. 1""\ -1 r.,. - {...afjtaaa '' We have worked with HMC for almost four years now and have built up a strong working relationship with the team. We are very happy with the service that they have provided us and they have consistently impressed us with both the high quality of their work and their in-depth knowledge and experience across a number of industries in Europe. Brad Mr.<, Senior Investment Director, Prince Edward lsiand. Canada c1. _. 0 t C) :1
2 = ;;-,] r.j ls...:.j r::ij t::- '::"'! Y,1j w,_,_.1:j tf ei..::j c: INNOVATION PEl Corporation Management Professional Services Fiscal Year IPEI Handout 1 PURP.OSE. lt..,.:, : : >. ":FORECAST. ' Budgefl CONSULTING Client-specific work 1,860 Consulting services - Financial Services Industry 43,208 Association of Consulting and Engineering Companies Summit 1,469 Economic and labour market initiative 18,500 HST presentation 276 TOTAL CONSULTING 65,313 64,000 LEGAL SERVICES Legal services 338 TOTAL LEGAL ACCOUNTING Year end audit TOTAL ACCOUNTING 38,178 38,178 35,000 IPEI Handout 1 'N lj r; v (JJ :r:- )> A} 0,.,.,...,_...) ;; J J o- 0 c < 0- P j J 'V ;:) rn C:\ [7l I) )() c:y ;t
3 Forwarded message From: Ciara Date: Friday, August 28, 2015 Subject: IT AS Meeting Dublin 29-30th Sept To: Bill Gourlay Hi Bill, Thank you for your . I completely understand. Kind regards, Ciara Taggart I Business Development Manager On behalf of Innovation PEl Tel: I Website: From: Bill Gourlay [mailto:bill.gourlay@ideagroup.co.uk] Sent: 27 August :42 To: Ciara Subject: Re: ITAS Meeting Dublin 29-30th Sept Hi Ciara, Many thanks for making contact with me. Given that my company fulfil a similar role to Simplex, and being aware of that ongoing issue, I'm not sure that the timing of a meeting would be great. Perhaps we should postpone on this occasion. Best, Bill On TI1Llrsday, 27 August 2015, Ciara <ciara.taggart@hmcglobal.co.uk> wrote: Dear Mr Gourlay, I called your office this moming but I believe you are cunently travelling to ITeland. I am just following up on an which I sent to you regarding your attendance at the ITAS event in Dublin 29-30th Sept Brad -vvould like to meet with you for 15 minutes to leam more about your cunent operations in the UK and introduce the cost savings and incentives which the Idea Group could achieve by considering Prince Edward Island ns a future location. Ciara Taggart I Business Development Manager On behalf of Innovation PEl Tel: ±44_239_0_j':i8876Q_ I Website: :W.J:YlY..innovatiou.r-ei.com
4 from: Ciara Sent: 25 August :04 To: Subject: ITAS Meeting Dublin 29-30th Sept Dear Mr Gourlay, Innovation PEl is the Canadian government development agency for Prince Edward Island, Atlantic Canada. I am aware that you will be attending the ITAS event in Dublin (29-30th September) as a keynote speaker. Brad Mix, our senior investment director, will also be attending the event and would like to meet you for 15 minutes during one of the breakout sesswns. We are aware that the Idea Group has a strong reputation for designing, building and maintaining innovative solutions for financial services firms. We wondered if you had any long-te1m plans to expand your operational capacity. Brad would like to learn more about your current operations in the UK and introduce the cost savings and incentives for technology firms locating in Prince Edward Island. I will follow-up in the next few days to discuss your availability. In the meantime, feel free to suggest some time slots for scheduling a meeting at the event. Kind regards, Chua Taggart I Business Development Manager On behalf of Innovation PEl Tel: I Website:
5 r r i- [' INNOVATION PEl Out -of- Province Travel Fiscal Year PEl H.dout 5 Business Attraction & Emerging Sectors Destination Purpose Amount Senior Director, Prospecting & Innovation Programs China United Kingdom Ontario/Illinois Hungary/Budapest Ottawarroronto Travel Insurance Korea/China Promote Canadian Startup Visa Program Execute Financial Services Strategic Plan and attend Summit Participate in an International Investment and Expansion Forum Meetings with client examining feasibility of prod. Facility Meetings wit Senior Directors at DFATD Annual Travel Insurance Investment mission with Global Affairs Canada 3,983 4,341 2,379 3,735 1, , Senior Investment Officer- Bioscience Saint George NB Quebec Client meetings exploring opportunities for a processing facility Attend the Canadian Animal Health Institute Meeting 681 2,106 Investment Officer - Bioscience Brazil. Participate in prospecting mission to Brazil Participate in prospecting mission to Germany/UK 4, Business Development Officer - Bioscience Philadelphia Attend 810 International Convention 3,464 Program and Policy Analyst Investment Officer- IT Software & Gaming Boston Moncton Attend a PEl Night to meeting with local businesses and former PEl Investment Mission re R&D ICT professionals Meeting with representatives from Venn Centre re co-working spac< 2,138 3, Senior Investment Officer Hamburg Ottawa United Kingdom United Kingdom Paris/Amsterdam Attend Aircraft Interiors Expo Attend CANSEC in Ottawa Coordinate PEI/UK mission and Tugnology in London UK site visits Attend the Paris Air Show SeattleNanf Company visits Rottrdm/Dubai Attend Europe Marine Trade Show PhoenixNegas Attend NBAA Aerospace Trade Show Halifax Attend DEFSEC meetings and reception Ottawa Attend Shipbuilding Canada 1 day event 4,855 1,606 6,682 7,289 6,148 3,640 9,606 3,820 1,245 1,519!PEl Handout 5
6 \t.-=-..,., ;,,;; ;] : ;; r:;; e7:;7j r t:::::;... c.. 'f '... f""' 'lk<- 4"'"1'...; t.:"3 ;ft ,.""'"'':..,.,. Prospecting & l11novation Programs 150 Senior Director, Prospecting & Innovation Programs Destination China Date Began AprilS, 2014 Date Return April13,2014 /New York June 16, 2014 June 20, 2014 Boston September 28, 2014 October China October 24, 2014 Vancouver BC October 5, 2014 China January 17,2015 Travel Insurance Spain Netherlands/India January 7, 2015 March 24,2105 November 7, 2014 October 9, 2014 January 24, 2015 January 16, 2015 March 26, 2015 INNOVATION PEl Out -of- Province Travel Fiscal Year Purpose Investment mission to China Investment meetings Attend the SIBOX Conference for the Swift Network Follow-up meetings in Bejiing and new meetings in Shanghai Attend the Red Hot Locations Conference Annual travel insurance Investment mission to visit 2 companies Follow-up meetings with companies re a PEl business location lli.=mme'.!lu Amount 4,427 3, ,650 2, ,162 9,011 2,039 Senior Investment Officer- Bioscience Travellnsurance Niagara ON NetllerJands Fredericton Quebec India New Jersey May 9, 2014 June 3, 2014 June 24, 2014 December 6, 2014 November 18,2014 September 22, 2014 February 10, 20i5 January 22, 2015 May15, 2014 June June 26, 2014 December 13, 2014 November 20, 2014 September 26, 2014 February 20,2015 January 25,2015 Client meetings Attend the Canadian Animal Health lnstiture Annual Meeting Attend the 2014 Agri Innovation Forum Investment mission to meet prospective clients Attend tile Bioscience IBDA meetings Attend the Benefeq 2014 Annual lnt'l Conference on Hea Investment mission to India to meet clients in Bioscience Vlsit Omniactives Nortll American Head Office 210 1,728 1,873 1,109 5, ,154 5,566 2,580 Investment Officer- Bioscience Kansas City MO Las Vegas NV S-DiegoCA August 25,2014 October 6, 2014 June 23, 2014 August27, 2014 October 1 o June 27,2014 Attend the 2014 Kansas City Animal Health Investment F Attend tile 2014 Supply Side West Conference Attend the 2014 Bio International Convention 1,620 2,180 3,114 Business Development Officer- Bioscience San DiegoCA June 22,2014 June 2.7, 2014 Attend the International Bio 2014 Convention 3,505 Investment Officer -IT Software & Gaming Montreal Halifax Orlando London/Finland May4, 2014 June 16, 2014 May8,2014 June 18, 2014 March 8, March 12, 2015 November 15,2014 November 22,2014 Mission re IT Health Sector Attend Atlantic Venture Forum 2014 Attend the 19tll Annual Shared Services Outsourcing Conference Outbound Investment Mission Attend the Cdn Assoc. of Business Incubation annual Montreal October 25, 2014 October meeting Host a booth at the Jnt'l Assoc. of Outsourcing Ari:zona February 15,2015 February 19,2015 Professionals 2, ,920 9,455 1,885 4,361 Senior Investment Officer Western Canada Ottawa Bristol UK Hamburg/Paris Famborough UK May4,2014 May 28,2014 May 17,2014 June 14, 2014 July May 9, 2014 May30, 2014 May 23,2014 June 21, 2014 July Aerospace prospecting mission to BC/Alberta Attend CANSEC in Ottawa Investment mission to meet with companies Attend International Workboat Show Attend Famborough Air Show 3,813 1,918 3,716 5,814 2,936 IPEI Handout 5
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