Managed by proven leadership.
30-year career in senior financial services, investing and technology roles at CBA (Group CFO; Group Executive, IFS; Head of Group Strategy), Credit Suisse (Global Head of Emerging Markets, FIG), Barclays (Global Head of Corporate Development), JP Morgan, McKinsey & Co, and GE Capital
26-year career in senior financial services and investing roles at Serendipity Capital, CBA (General Manager, M&A) and Citigroup (Director, FIG)
Supported by a strong, accomplished team.
25 years of strategy and capital-formation experience.
CEO, Invest Alberta; Global Head, Strategy & Partnerships, CBA; MD, GHG group
20 years of investing experience; leadership of SC deal team.
Head of Private Investments, Le Mercier’s Capital; Citadel, Merrill Lynch; UBS
30 years of investment management, finance, and strategy experience.
CEO (Canada), EFM Asset Management; GM Strategy & Business Development (IFS), CBA; Director, Equity Research Sales, Deutsche Bank
13 years investing experience across VC and corporate.
CBA (Group M&A); Nomura (M&A); Prudential (Corp Dev)
15 years go-to-market / strategy and M&A experience; Board Member of London Quantum Cluster
Bain & Co. (Private Equity & Tech teams); CBA (Group Strategy); Nomura (M&A)
10 years investing and M&A experience.
Goldman Sachs (M&A); UBS
(M&A)
Supports investments team on due diligence, research and analysis for thematic focus & portfolio monitoring.
25 years experience in compliance, legal, and financial crime investigations.
Morgan Stanley; Gemini
Trust; Credit Suisse
17 years experience in business and investment governance and client onboarding management.
Goldman Sachs; UBS
16 years finance experience in private equity, real estate investment, audit and funds.
PwC; Clime Investment
Management; Virtuous Retail.
Builds and deploys proprietary software and AI solutions that enhance internal workflows and power new capabilities.
Bringing demand side experience to final investment decisions