Meet Our Team

Executive Team

  • Vladislav Aleinikov

    Chief Investment Officer

    BC Partners, New York

  • Charles Zhang

    Chief Executive Officer

    Moelis & Company, Los Angeles

  • Joseph Xie

    Chief Strategy Officer

    Moelis & Company, Los Angeles

Class of 2025

  • Melody Liu

    Sr. Portfolio Manager Healthcare

    BCG, Toronto

  • Alison Xia

    Sr. Portfolio Manager Consumers

    Moelis & Company, San Francisco

  • Ally Dick

    Sr. Portfolio Manager Energy & Utilities

    Goldman Sachs, New York

  • Ron Ghersin

    Sr. Portfolio Manager Financial Institutions

    Ardea Partners, New York

  • Quinn Karpinski

    Sr. Portfolio Manager Industrials

    Ontario Teacher’s Pension Plan, Toronto

  • Selin Cheriyan

    Sr. Portfolio Manager Metals & Mining

    Evercore, New York

  • Sarah Zuo

    Sr. Portfolio Manager Technology, Media & Telecom

    BDT & MSD Partners, Chicago

  • Reid Gledhill

    Sr. Portfolio Manager Technology, Media & Telecom

    BDT & MSD Partners, Chicago

Class of 2026

  • Ava Wong

    Jr. Portfolio Manager Healthcare

    Scotiabank, Toronto

  • Carter Rowland

    Jr. Portfolio Manager Healthcare

    Goldman Sachs, New York

  • Matthew Smith

    Jr. Portfolio Manager Consumers

    BC Partners, New York

  • Larry Han

    Jr. Portfolio Manager Consumers

    Sagard, Toronto

  • Nicholas Byj

    Jr. Portfolio Manager Energy & Utilities

    Goldman Sachs, New York

  • Owen Moffat

    Jr. Portfolio Manager Energy & Utilities

    Moelis & Company, San Francisco

  • Sam Gao

    Jr. Portfolio Manager Financial Institutions

    Moelis & Company, Los Angeles

  • Ryan Goelman

    Jr. Portfolio Manager Industrials

    Evercore, New York

  • Nora Kaizer

    Jr. Portfolio Manager Metals & Mining

    Morgan Stanley, Toronto

  • Jada Coronel

    Jr. Portfolio Manager Technology, Media & Telecom

    Evercore, New York

  • Richard Feng

    Jr. Portfolio Manager Healthcare

    Altas Partners, Toronto

Class of 2027

  • Rhys Weissenborn

    Rhys Weissenborn

    Analyst Consumers

    Turtle Creek Asset Management, Toronto

  • Aaron Black

    Analyst Energy & Utilities

    Generation Capital, Toronto

  • Oliver Segal

    Analyst Energy & Utilities

    Kawa Capital Management, Miami

  • Kieran Carlisle

    Analyst Financial Institutions

    Imperial Capital, Toronto

  • Kimberly Wang

    Analyst Financial Institutions

    Altas Partners, Toronto

  • Kaitlyn Dean

    Analyst Industrials

    TD Securities, Toronto

  • Jerry He

    Analyst Industrials

    Altas Partners, Toronto

  • James Vu

    Analyst Metals & Mining

    BCI Private Debt, Victoria

  • Lesley Cirillo

    Analyst Technology, Media & Telecom

    Scotiabank GBM, Toronto

  • Miriya Werner

    Analyst Technology, Media & Telecom

    CIBC Capital Markets, Toronto

Junior Analysts

  • Malcolm Lotz

    Junior Analyst

  • Jacqueline Huang

    Junior Analyst

  • Jackson Rowland

    Junior Analyst

Engagement Team

  • Alex Lian

    Head of Engagement

  • Iris Xie

    Head of Engagement

  • John Warren

    Engagement Director