Meet Our Team

Chief Investment Officer

BC Partners, New York

Chief Executive Officer

Morgan Stanley, Toronto

Chief Strategy Officer

Moelis & Company, Los Angeles

Sr. Portfolio Manager Healthcare

Moelis & Company, San Francisco

Sr. Portfolio Manager Consumers

Moelis & Company, San Francisco

Sr. Portfolio Manager Energy & Utilities

Goldman Sachs, New York

Sr. Portfolio Manager Financial Institutions

Ardea Partners, New York

Sr. Portfolio Manager Industrials

Ontario Teacher’s Pension Plan, Toronto

Sr. Portfolio Manager Metals & Mining

Evercore, New York

Sr. Portfolio Manager Technology, Media & Telecom

Apax Partners, New York

Sr. Portfolio Manager Technology, Media & Telecom

BDT & MSD Partners, Chicago

Jr. Portfolio Manager Healthcare

Canadian Western Bank, Calgary

Jr. Portfolio Manager Healthcare

National Bank, Toronto

Jr. Portfolio Manager Consumers

Framework Venture Partners, Toronto

Jr. Portfolio Manager Consumers

Anson Funds, Toronto

Jr. Portfolio Manager Energy & Utilities

Turtle Creek A.M., Toronto

Jr. Portfolio Manager Energy & Utilities

Novacap, Toronto

Jr. Portfolio Manager Financial Institutions

Novacap, Toronto

Jr. Portfolio Manager Industrials

Generation Capital, Toronto

Jr. Portfolio Manager Metals & Mining

Power Sustainable Lios, Toronto

Jr. Portfolio Manager Technology, Media & Telecom

Generation Capital, Toronto

Analyst Healthcare

Analyst Consumers

Analyst Energy & Utilities

Analyst Energy & Utilities

Analyst Financial Institutions

Analyst Financial Institutions

Analyst Industrials

Analyst Industrials

Analyst Metals & Mining

Analyst Technology, Media & Telecom

Analyst Technology, Media & Telecom

Head of Engagement

Head of Engagement

Engagement Director