Reza-Satchu

Reza Satchu

Managing Partner
Reza-Satchu

Reza Satchu

Managing Partner

Reza Satchu is Managing Partner and Co-Founder of Alignvest Management Corporation. Mr. Satchu has substantial experience as an entrepreneur and investor. He has co-founded, built and/or managed several operating businesses from inception including: SupplierMarket, a supply chain software company with over 125 employees and investors that included KKR executives and Sequoia Capital, which was sold to Ariba for stock consideration of US$924 million; StorageNow, which became one of Canada’s largest self-storage companies prior to being sold to InStorage REIT for cash consideration of $110 million; and KGS-Alpha Capital Markets, a U.S. fixed-income broker dealer with over US$230 million of equity and mezzanine capital, 150 employees and over $130 million in annual revenue.

Previously, Mr. Satchu spent 12 years in New York City where he was a General Partner at Fenway Partners, a US$1.4 billion private equity firm focused on acquiring leading middle market companies typically from families or large corporations and a Financial Analyst at Merrill Lynch in the High Yield Finance and Restructuring Group. While at Fenway Partners, Mr. Satchu was involved in the acquisitions of Simmons Mattress, Delimex and Decorative Concepts.

Mr. Satchu has received “Canada’s Top 40 Under 40™” Award and the 2011 Management Achievement Award from McGill University (2011). Mr. Satchu is on the Board of Directors of KGS-Alpha Capital Markets, the Toronto Hospital for Sick Children Foundation where he is Chairman of the Governance and Nominating Committee (having served as Vice-Chairman of the Board from 2009 to 2011) and is a member of the Advisory Board of the Arthur Rock Center for Entrepreneurship at Harvard Business School. Mr. Satchu is the Founding Chairman of The Next 36, an intensive entrepreneurship program for Canada’s most promising undergraduate students, which is funded and supported by many of Canada’s leading Chief Executive Officers and entrepreneurs (Founding Patrons include the Hon. Paul Desmarais, Jimmy Pattison and W. Galen Weston). From 2003 to 2009, he was an Adjunct Professor at the University of Toronto, where he taught Economics of Entrepreneurship, a class that for six years was rated by students as the best class/learning experience at the University of Toronto.

Mr. Satchu holds a Masters of Business Administration degree from Harvard Business School and a Bachelor of Arts degree from McGill University.

Nadir-Mohamed199x300-e1431614593188

Nadir Mohamed

Chairman
Nadir-Mohamed199x300-e1431614593188

Nadir Mohamed

Chairman

Nadir Mohamed is Chairman of the Board of Directors of Alignvest Management Corporation. Mr. Mohamed is a highly accomplished operating executive who was most recently President and Chief Executive Officer of Rogers Communications Inc., the TSX and NYSE listed media and telecommunications company with an enterprise value in excess of $35 billion.

Under his leadership, Rogers became the largest wireless carrier in Canada, delivered best in class cable and wireless margins and significantly strengthened its balance sheet. Before serving as President and Chief Executive Officer of Rogers, Mr. Mohamed was the President and Chief Operating Officer of the company’s Communications Group. Prior to that, Mr. Mohamed was the President and Chief Executive Officer of Rogers Wireless. Before joining Rogers in 1999, he had held senior positions at Telus Communications and at BC Telecom.

Mr. Mohamed currently serves on the Board of Directors of TD Financial Group, The Next 36, Cineplex and on the Board of Governors of Ryerson University. Mr. Mohamed also serves as the Chair of Scale Up Ventures and is on the Brookfield Capital Partners Advisory Board. Mr. Mohamed has been named one of the world’s most successful immigrants by Bloomberg and he was honoured by the United Nations Association in Canada at their 2013 Global Citizens Dinner.

Mr. Mohamed graduated from the University of British Columbia with a Bachelor of Commerce degree and holds a CPA, CA and FCA designation.

Sanjil-Shah1

Sanjil Shah

CFO and Partner
Sanjil-Shah1

Sanjil Shah

CFO and Partner

Sanjil Shah is the Chief Financial Officer and a Founding Partner of Alignvest Management Corporation. Mr. Shah is also the Chief Financial Officer of Alignvest Capital Management Inc. and Alignvest Investment Management Corporation. Mr. Shah was previously the Chief Financial Officer and Chief Operating Officer of StorageNow Holdings, a retail real estate business that acquired, developed and operated 11 self-storage stores in Ontario, Saskatchewan and Alberta. The portfolio was successfully built over a four-year period and sold to InStorage REIT for cash consideration of $110 million. During this period, Mr. Shah directly managed approximately 50 retail and management employees. Prior to joining StorageNow, Mr. Shah was a Senior Manager at KPMG LLP, a global professional services firm, where he specialized in providing audit and advisory services to publicly-listed technology companies in Canada and the United States.

Mr. Shah has also been an instructor at York University’s Schulich School of Business, the University of Toronto and with the Chartered Accountants of Ontario’s School of Accountancy.

Mr. Shah holds a Bachelor of Arts from the University of Toronto and is a CPA, CA (Illinois).

Lee-Lau1

Lee Lau

Partner
Lee-Lau1

Lee Lau

Partner

Lee Lau is a Partner and Co-Founder of Alignvest Management Corporation. Mr. Lau co-founded ATI Technologies in 1985 and built the company into one of the world’s largest supplier of graphic chips and add-in boards to the personal computer industry. In addition to managing the company, Mr. Lau was ATI’s largest shareholder, first employee and responsible for innovation and development of all products. Mr. Lau helped build ATI into a TSX and NASDAQ listed global market leader, with annual sales in excess of $2.2 billion and over 3,000 employees. ATI was sold in 2006 to Advanced Micro Devices for cash and stock consideration of $5.3 billion. Since then, Mr. Lau has managed his family office investing in a variety of alternative asset products. Prior to founding ATI, Mr. Lau held various design engineering positions with Mitel, Motorola and Plessey.

Mr. Lau holds a Masters in Engineering and a BASc from the University of Toronto.

Andy-Moysiuk1

Andy Moysiuk

Partner
Andy-Moysiuk1

Andy Moysiuk

Partner

Andy Moysiuk is a Partner of Alignvest Management Corporation and serves on its Board of Directors.

Previously, he was the Managing Partner of HOOPP Capital Partners, through which the Healthcare of Ontario Pension Plan, Canada’s largest private trust, conducted its private equity and special situations investment business.  Over a 15-year period Andy led the creation and development of a high impact private capital business and portfolio, generating exceptional investment returns.  He completed over $4 billion of investments in North America, the UK and Europe, $1 billion of which was executed in direct investments with the remainder in speciality partnerships and joint ventures typically as the initial and/or largest investor.  He served on various Boards of Directors and Advisory Boards within the HOOPP portfolio, and the Asset Mix Committee within HOOPP.  Andy also served on the Board Investment Committee of the United Church of Canada Pension Plan for many years.

Prior to HOOPP, Andy was a Partner at KPMG LLP, a global professional services firm, and a Founding Officer and Board Director in its regulated affiliate through which KPMG undertook its corporate finance advisory activities.

Andy holds a Bachelor of Commerce degree from the University of Toronto, is a CPA, Chartered Accountant and a graduate of the ICD-Rotman Directors Education Program.

Rupert-Adams

Rupert Adams

Partner, Alignvest UK LLP
Rupert-Adams

Rupert Adams

Partner, Alignvest UK LLP

Rupert Adams is a Partner of Alignvest UK LLP, and is in charge of building Alignvest’s presence in Europe. Mr. Adams has strong relationships with several large family businesses in Canada and elsewhere. Prior to joining Alignvest, Mr. Adams was a partner at London-based MAB Partners, a multi-billion dollar independent alternative investment group offering sophisticated investors access to alternative investment funds, with a focus on hedge funds and private equity. He was responsible for building the firm’s business in parts of Europe, Asia, and Canada. Prior to this role, he was the founding partner of Hampton Investment Management and portfolio manager of the Hampton Global Emerging Markets Fund, an equity long/short fund run out of London which he launched in 2007.

Previously, Mr. Adams spent three years at Matterhorn Investment Management, a London-based Investment Manager that manages three global emerging markets funds, which he helped build from inception in 2002 into a business managing over $500 million.

Between 1992 and 2003, Mr. Adams spent 11 years with Deutsche Bank and Indosuez Bank as an equity analyst in the Asian banking sector and as an equity research broker.

Mr. Adams has also been actively involved with a Zurich-based family office, where he has advised a senior member of one of the leading European families on his overall investments and portfolio strategy.

Mr. Adams holds an MA in Modern History from the University of St. Andrews, holds the UK SII Certificate in Investment Management, and has been an approved person on the UK Financial Services Register since 2002.

Celia-Chan

Celia Chan

Vice President, Finance
Celia-Chan

Celia Chan

Vice President, Finance

Celia Chan is the Vice President of Finance at Alignvest Management Corporation. Ms. Chan was previously the Controller since joining Alignvest in 2013. Prior to joining Alignvest, Ms. Chan was a Manager at Ernst & Young LLP, a global professional services firm, where she specialized in providing audit and advisory services to clients in the financial services industry, specifically asset management companies.

Ms. Chan is a CPA, CA and holds a Bachelor of Commerce and Finance from the University of Toronto.

Greg-Duggan

Greg Duggan

Vice-President, Alignvest Private Capital
Greg-Duggan

Greg Duggan

Vice-President, Alignvest Private Capital

Greg Duggan is a Vice-President at Alignvest Management Corporation. Before joining Alignvest, Mr. Duggan was an Associate at Onex Partners focused on evaluating private equity investments across a number of industries, including Onex’s investments in BBAM, FLY Leasing, and Meridian Aviation. As part of his role, Mr. Duggan was also involved in fundraising efforts for a strategy-agnostic aircraft leasing platform. Mr. Duggan began his career in the investment banking division of Credit Suisse in Toronto where he advised companies on M&A, equity, and debt transactions with coverage focused on the natural resource and diversified sectors.

Mr. Duggan earned an MBA from Harvard Business School, a Bachelor of Commerce from Queen’s University, and is a CFA charterholder.

Jonathan-F-WEB-Ready

Jonathan Finkelstein

Vice-President, Alignvest Private Capital
Jonathan-F-WEB-Ready

Jonathan Finkelstein

Vice-President, Alignvest Private Capital

Jonathan Finkelstein is a Vice-President at Alignvest Private Capital. Since joining Alignvest, Jonathan has worked on the acquisition of Sagicor Financial Corporation by Alignvest Acquisition II Corporation and the related acquisitions of Scotia Jamaica Life Insurance Company and ScotiaLife Trinidad & Tobago.

Before joining Alignvest, Jonathan was an associate at Lazard Freres and Co. in New York City where he advised on mergers and acquisitions of financial institutions. Representative clients included Blackstone’s Tactical Opportunities Group, Scotiabank, and American Express.

Prior to joining Lazard, Jonathan served as the Tax Policy Advisor to Canadian Finance Minister Jim Flaherty. He began his career as an attorney at Skadden Arps in New York City.

Jonathan holds an MBA from Columbia Business School (Deans Honors and Distinction, Top 5%, Robert H. Montgomery Prize in Accounting), a Juris Doctor from Osgoode Hall Law School (Dean’s List, Top 3%, Alexander David Mackenzie Scholarship, Cassels Brock and Blackwell Prize in Civil Procedure, Law Society of Upper Canada Prize for Outstanding Achievement in Legal Studies), a Bachelor of Arts from McGill University (Great Distinction), and an LL.M. in Taxation from New York University Law School.

Braydon-60-WEB-ready

Braydon Myers

Senior Associate, Alignvest Private Capital
Braydon-60-WEB-ready

Braydon Myers

Senior Associate, Alignvest Private Capital

Braydon Myers is a Senior Associate at Alignvest Management Corporation. Prior to joining Alignvest, Mr. Myers was an investment banking analyst in the Mergers & Acquisitions and Real Estate groups at BMO Capital Markets in Toronto. While at BMO, Mr. Myers was responsible for evaluating and executing M&A and capital markets transactions across a number of industries. As part of his role, Braydon was involved in advising Pure Industrial Real Estate Trust (PIRET) on its sale to Blackstone.

Mr. Myers earned a Bachelor of Business Administration from Wilfrid Laurier University and graduated with Distinction.

Management Team

Reza Satchu

Reza Satchu

Managing Partner
Reza Satchu

Reza Satchu

Managing Partner

Reza Satchu is Managing Partner and Co-Founder of Alignvest Management Corporation. Mr. Satchu has substantial experience as an entrepreneur and investor. He has co-founded, built and/or managed several operating businesses from inception including: SupplierMarket, a supply chain software company with over 125 employees and investors that included KKR executives and Sequoia Capital, which was sold to Ariba for stock consideration of US$924 million; StorageNow, which became one of Canada’s largest self-storage companies prior to being sold to InStorage REIT for cash consideration of $110 million; and KGS-Alpha Capital Markets, a U.S. fixed-income broker dealer with over US$230 million of equity and mezzanine capital, 150 employees and over $130 million in annual revenue.

Previously, Mr. Satchu spent 12 years in New York City where he was a General Partner at Fenway Partners, a US$1.4 billion private equity firm focused on acquiring leading middle market companies typically from families or large corporations and a Financial Analyst at Merrill Lynch in the High Yield Finance and Restructuring Group. While at Fenway Partners, Mr. Satchu was involved in the acquisitions of Simmons Mattress, Delimex and Decorative Concepts.

Mr. Satchu has received “Canada’s Top 40 Under 40™” Award and the 2011 Management Achievement Award from McGill University (2011). Mr. Satchu is on the Board of Directors of KGS-Alpha Capital Markets, the Toronto Hospital for Sick Children Foundation where he is Chairman of the Governance and Nominating Committee (having served as Vice-Chairman of the Board from 2009 to 2011) and is a member of the Advisory Board of the Arthur Rock Center for Entrepreneurship at Harvard Business School. Mr. Satchu is the Founding Chairman of The Next 36, an intensive entrepreneurship program for Canada’s most promising undergraduate students, which is funded and supported by many of Canada’s leading Chief Executive Officers and entrepreneurs (Founding Patrons include the Hon. Paul Desmarais, Jimmy Pattison and W. Galen Weston). From 2003 to 2009, he was an Adjunct Professor at the University of Toronto, where he taught Economics of Entrepreneurship, a class that for six years was rated by students as the best class/learning experience at the University of Toronto.

Mr. Satchu holds a Masters of Business Administration degree from Harvard Business School and a Bachelor of Arts degree from McGill University.

Sanjil-Shah1

Sanjil Shah

CFO and Partner
Sanjil-Shah1

Sanjil Shah

CFO and Partner

Sanjil Shah is the Chief Financial Officer and a Founding Partner of Alignvest Management Corporation. Mr. Shah is also the Chief Financial Officer of Alignvest Capital Management Inc. and Alignvest Investment Management Corporation. Mr. Shah was previously the Chief Financial Officer and Chief Operating Officer of StorageNow Holdings, a retail real estate business that acquired, developed and operated 11 self-storage stores in Ontario, Saskatchewan and Alberta. The portfolio was successfully built over a four-year period and sold to InStorage REIT for cash consideration of $110 million. During this period, Mr. Shah directly managed approximately 50 retail and management employees. Prior to joining StorageNow, Mr. Shah was a Senior Manager at KPMG LLP, a global professional services firm, where he specialized in providing audit and advisory services to publicly-listed technology companies in Canada and the United States.

Mr. Shah has also been an instructor at York University’s Schulich School of Business, the University of Toronto and with the Chartered Accountants of Ontario’s School of Accountancy.

Mr. Shah holds a Bachelor of Arts from the University of Toronto and is a Chartered Accountant and Certified Professional Accountant (Illinois).

Greg-Duggan

Greg Duggan

Vice-President
Greg-Duggan

Greg Duggan

Vice-President

Greg Duggan is a Vice-President at Alignvest Management Corporation.

Before joining Alignvest, Mr. Duggan was an Associate at Onex Partners focused on evaluating private equity investments across a number of industries, including Onex’s investments in BBAM, FLY Leasing, and Meridian Aviation. As part of his role, Mr. Duggan was also involved in fundraising efforts for a strategy-agnostic aircraft leasing platform. Mr. Duggan began his career in the investment banking division of Credit Suisse in Toronto where he advised companies on M&A, equity, and debt transactions with coverage focused on the natural resource and diversified sectors.

Mr. Duggan earned an MBA from Harvard Business School, a Bachelor of Commerce from Queen’s University, and is a CFA charterholder.

Celia-Chan

Celia Chan

Vice President, Finance
Celia-Chan

Celia Chan

Vice President, Finance

Celia Chan is the Vice President of Finance at Alignvest Management Corporation. Ms. Chan was previously the Controller since joining Alignvest in 2013. Prior to joining Alignvest, Ms. Chan was a Manager at Ernst & Young LLP, a global professional services firm, where she specialized in providing audit and advisory services to clients in the financial services industry, specifically asset management companies.

Ms. Chan is a CPA, CA and holds a Bachelor of Commerce and Finance from the University of Toronto.

Braydon-60-WEB-ready

Braydon Myers

Senior Associate
Braydon-60-WEB-ready

Braydon Myers

Senior Associate

Braydon Myers is a Senior Associate at Alignvest Management Corporation. Prior to joining Alignvest, Mr. Myers was an investment banking analyst in the Mergers & Acquisitions and Real Estate groups at BMO Capital Markets in Toronto. While at BMO, Mr. Myers was responsible for evaluating and executing M&A and capital markets transactions across a number of industries. As part of his role, Braydon was involved in advising Pure Industrial Real Estate Trust (PIRET) on its sale to Blackstone.

Mr. Myers earned a Bachelor of Business Administration from Wilfrid Laurier University and graduated with Distinction.

Jonathan-F-WEB-Ready

Jonathan Finkelstein

Vice-President
Jonathan-F-WEB-Ready

Jonathan Finkelstein

Vice-President

Jonathan Finkelstein is a Vice-President at Alignvest Private Capital. Since joining Alignvest, Jonathan has worked on the acquisition of Sagicor Financial Corporation by Alignvest Acquisition II Corporation and the related acquisitions of Scotia Jamaica Life Insurance Company and ScotiaLife Trinidad & Tobago.

Before joining Alignvest, Jonathan was an associate at Lazard Freres and Co. in New York City where he advised on mergers and acquisitions of financial institutions. Representative clients included Blackstone’s Tactical Opportunities Group, Scotiabank, and American Express.

Prior to joining Lazard, Jonathan served as the Tax Policy Advisor to Canadian Finance Minister Jim Flaherty. He began his career as an attorney at Skadden Arps in New York City.

Jonathan holds an MBA from Columbia Business School (Deans Honors and Distinction, Top 5%, Robert H. Montgomery Prize in Accounting), a Juris Doctor from Osgoode Hall Law School (Dean’s List, Top 3%, Alexander David Mackenzie Scholarship, Cassels Brock and Blackwell Prize in Civil Procedure, Law Society of Upper Canada Prize for Outstanding Achievement in Legal Studies), a Bachelor of Arts from McGill University (Great Distinction), and an LL.M. in Taxation from New York University Law School.

Operating Partners

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Joe Manget

Chairman and Chief Executive Officer, The Edgewood Health Network Inc.
Joe-Manget-LQ-e1431614501791

Joe Manget

Chairman and Chief Executive Officer, The Edgewood Health Network Inc.

Joe Manget is the Chairman of the Edgewood Health Network Inc. (EHN), a Canadian based private pay mental health and addictions treatment platform launched by Alignvest in December 2013. Mr. Manget was previously a Senior Partner at The Boston Consulting Group where he led BCG Canada (2006 to 2009), then led BCG’s Global Operations practice (2010 to 2012), which he transformed into the firm’s largest and fastest growing global practice. While at BCG, he led over 140 management consulting cases in 14 years, across the Americas, Europe, China and Australia. Over the course of his consulting career, Mr. Manget’s client work focused primarily on service and manufacturing companies in the consumer goods, retail, and technology sectors, and he has also worked in health care and industrial goods. Most of the projects he led have been in the areas of innovation, product development, manufacturing, procurement, supply chain and customer service.

Prior to BCG, Mr. Manget was a senior manager at IBM Canada (now Celestica). During his ten years there, he held a number of operational and marketing management positions within the manufacturing organization. He also worked at Bain & Co. for three years as a consultant and manager.

Mr. Manget holds a Master of Science from Stanford University and a Bachelor of Applied Science in Engineering from the University of Toronto, graduating first in class (summa cum laude) in both programs.

Board of Directors

Reza-Satchu

Reza Satchu

President, CEO and Director
Reza-Satchu

Reza Satchu

President, CEO and Director

Reza Satchu is a Managing Partner and co-founder of Alignvest Management Corporation and a Director of Trilogy International Partners Inc. and KGS-Alpha Capital Markets L.P. Previously, Mr. Satchu was also the President, Chief Executive Officer, and a Director of AQX, where he was responsible for leading the team in sourcing, evaluating, and executing the qualifying acquisition. He has co-founded, built and/or managed several operating businesses from inception including: Alignvest Management Corporation, SupplierMarket, a supply chain software company with over 125 employees and investors that included KKR & Co. L.P. executives and Sequoia Capital, which was sold to Ariba Inc. for share consideration implying an enterprise value of US$924 million; StorageNow, which became one of Canada’s largest self-storage companies prior to being sold to InStorage REIT for cash consideration of $110 million; and KGS-Alpha Capital Markets L.P., a U.S. fixed-income broker dealer with over US$215 million of equity capital. Previously, Mr. Satchu spent 12 years in New York City where he was a General Partner at Fenway Partners, a US$1.4 billion private equity firm focused on acquiring leading middle market companies typically from families or large corporations and a Financial Analyst at Merrill Lynch in the High Yield Finance and Restructuring Group.

Mr. Satchu is the founding Chairman of Next Canada and The Next 36, an intensive set of entrepreneurship programs for Canada’s most promising entrepreneurs, which is funded and supported by many of Canada’s leading Chief Executive Officers and entrepreneurs. From 2003 to 2009, he was an Adjunct Professor at the University of Toronto, where he taught Economics of Entrepreneurship, a class that for six years was rated by students as the best class/learning experience at the University of Toronto. Mr. Satchu has received “Canada’s Top 40 Under 40™” Award and the 2011 Management Achievement Award from McGill University. Mr. Satchu was also a board member at the Toronto Hospital for Sick Children Foundation where he served as Vice Chairman of the Board and Chairman of the Governance and Nominating Committee. Mr. Satchu is a member of the Advisory Board of the Arthur Rock Center for Entrepreneurship at Harvard Business School and he served as the Co-Chair of the Harvard Business School Class of 1996 20th year reunion. Mr. Satchu holds a Masters of Business Administration degree from Harvard Business School and a Bachelor of Arts degree from McGill University.

Vince-Hemmer

Vince Hemmer

CIO and Director
Vince-Hemmer

Vince Hemmer

CIO and Director

Vince Hemmer was a Director of AQX, where he was responsible for sourcing, evaluating, and executing the qualifying acquisition. Prior to this, he was a Principal at GTCR, a Chicago-based private equity firm which, since its founding in 1980, has invested more than $10 billion of capital in over 200 companies. Mr. Hemmer spent 13 years at GTCR. He led the consumer products team, invested extensively in the business services sector and served on the firm’s Investment Committee. Mr. Hemmer served on many of GTCR’s portfolio companies boards, including Prestige Brands, listed on the NYSE, Synagro Technologies, which was listed on NASDAQ, and numerous private boards including Alliant Resources Group, Coinmach, Health!Quest, Wilton Brands, Student Transportation of America and Fairmount Food Group. Prior to GTCR, Mr. Hemmer worked as a management consultant for Monitor Company and in the Leveraged Finance group of Credit Suisse First Boston. Mr. Hemmer has a longstanding commitment to philanthropy and previously served as Chairman of the National Board of Directors for the U.S. Fund for UNICEF. Mr. Hemmer holds a Masters of Business Administration from the Harvard Business School, studied at the London School of Economics, and graduated with honors as a Benjamin Franklin Scholar from the Wharton School of Business at the University of Pennsylvania.

Azim-Jamal

Azim Jamal

Director
Azim-Jamal

Azim Jamal

Director

Azim Jamal is the co-founder and President and CEO of PR Seniors Housing Management Ltd. (formerly, Retirement Concepts Seniors Services Ltd.), which was one of Canada’s largest privately-held providers of senior care with 25 seniors communities and over 4,000 beds across British Columbia, Alberta, and Quebec. PR Seniors Housing Management Ltd. and Cedar Tree Investment Canada Inc. (an affiliate of the Anbang Insurance Group) completed a partnership transaction valued at over $1 billion in February 2017 with respect to 23 of its seniors communities, wherein PR Seniors Housing Management Ltd.’s subsidiaries continues to manage the day-to-day operations at these communities. The company has been family owned and operated since 1988, and Dr. Jamal has held his title since 2006. Azim Jamal is also the co-founder and CEO of Pacific Reach Properties Ltd., which holds a large portfolio of commercial properties in British Columbia, Alberta, Ontario, Phoenix and Los Angeles. The company has been family owned and operated since 2006, and Dr. Jamal has held his title since 2006. Dr. Jamal holds a Doctor of Medicine from the University of British Columbia Medical School and completed his residency from the University of British Columbia Family Practice Residency Program.

adam-jiwam-1

Adam Jiwan

Director
adam-jiwam-1

Adam Jiwan

Director

Adam Jiwan is co-founder and co-Managing Partner of Ridge Capital Road Partners LLC, which holds or has held control or significant influence positions in a handful of private businesses in the United States, Europe, and Africa. Mr. Jiwan is also currently a controlling shareholder and co-Chairman of TrialWorks, a leading provider of legal software in the United States, and was previously a Director of AQX, where he played a role in the sourcing and evaluation of potential qualifying acquisitions. Previously, Mr. Jiwan was a Partner of TPG-Axon Capital Management, L.P., a global multi-strategy hedge fund that managed, at its peak, $16 billion of capital. While at TPG-Axon, Mr. Jiwan held several leadership positions, helped establish the European presence of the firm and served as the co-head of Asia. Prior to joining TPG-Axon, Mr. Jiwan spent several years working for Soros Fund Management LLC, reporting directly to its Chief Investment Officer. Mr. Jiwan commenced his career in the private equity group of The Blackstone Group. Mr. Jiwan has led teams that have made substantial investments in private and public companies across several major industry groups and regions of the world.

Mr. Jiwan was a seed investor and is a founding board member of Avant Credit, a leading on-line consumer finance business in the United States. Avant Credit is a pioneer in the on-line lending space, and Mr. Jiwan was actively involved in developing Avant Credit’s strategy and capital markets efforts. Avant Credit has raised in excess of US$1 billion of funding since its inception in 2012, including having raised over US$300 million of equity from investors including General Atlantic LLC, Tiger Global, KKR & Co. L.P. and Peter Thiel. Mr. Jiwan has served on numerous boards of directors and advisors, including: (i) Future Finance Loan Corporation, a European private student lender that has helped students at over 130 universities fund their education, where Mr. Jiwan is a co-founder and non-executive Chairman; (ii) BFRE, a Brazilian private real estate finance company, which was subsequently sold to affiliates of BTG Pactual; (iii) GP Investimentos, one of Latin America’s leading private equity firms, where he served on its shareholder advisory board; (iv) NewPoint Re, a Bermuda-based reinsurance business; and (v) Kaletra QD product development program with Abbott Pharmaceuticals, where he served on the Joint Oversight Committee. Mr. Jiwan is a graduate of Harvard College, where he was a recipient of the Detur Prize and John Harvard Scholarship for academic excellence. Mr. Jiwan serves as a co-Chair of his Class’s Leadership Gift Committee.

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Anthony Lacavera

Director
anthony-lacavera-3

Anthony Lacavera

Director

Anthony Lacavera is Chairman of Globalive Capital Inc. and a Director of Trilogy International Partners Inc. He played a role during the due diligence and execution of AQX’s qualifying acquisition with Trilogy. He is the founder and former Chairman and CEO of WIND Mobile Canada. Mr. Lacavera founded WIND Mobile Canada in 2008 and was instrumental in building the company into the leading challenger wireless company in Canada. WIND Mobile Canada grew from a start-up in 2008 into a company with approximately $500 million of revenue, $80 million in EBITDA, and 1 million subscribers in 2015. The company also had 1,200 employees, an advanced wireless network with coverage in Ontario, British Columbia, and Alberta, and a retail network of 300 stores, dealers, and other points of presence. In 2016, Shaw Communications acquired WIND Mobile Canada for $1.6 billion. Mr. Lacavera currently serves on the board of Founders Advantage Capital Corp., and previously served on the boards of Frankly Inc., Keek Inc., Lingo Media Corporation, and Vogogo Inc. Mr. Lacavera was named Canada’s CEO of the Year in 2010 by the Globe and Mail’s Report on Business Magazine, Canada’s Top 40 Under 40 in 2006 and one of the 50 Most Influential Torontonians by Toronto Life Magazine in 2013. Mr. Lacavera is an Honorary Fellow of St. Michael’s College at the University of Toronto and is a member of the University of Toronto Engineering Hall of Distinction. In 2007, Mr. Lacavera founded the Shamba Foundation, the charitable arm of Globalive.

Nadir-Mohamed199x300-e1431614593188

Nadir Mohamed

Chairman (AMC) and Director
Nadir-Mohamed199x300-e1431614593188

Nadir Mohamed

Chairman (AMC) and Director

Nadir Mohamed is the Chairman of the Board of Directors of Alignvest Management Corporation and a Director of Trilogy International Partners Inc. Previously, Mr. Mohamed served as a Director of AQX, where he played a role in the sourcing and evaluation of potential qualifying acquisitions. He also played a role during the due diligence and execution of AQX’s qualifying acquisition with Trilogy. Mr. Mohamed is a highly accomplished operating executive who was most recently President and Chief Executive Officer of Rogers Communications, the TSX and NYSE listed media and telecommunications company with an enterprise value in excess of $45 billion.

Under his leadership, Rogers Communications became the largest wireless carrier in Canada, delivered best in class cable and wireless margins and significantly strengthened its balance sheet. Before serving as President and Chief Executive Officer of Rogers Communications, Mr. Mohamed was the President and Chief Operating Officer of the company’s Communications Group. Prior to that, Mr. Mohamed was the President and Chief Executive Officer of Rogers Wireless, Inc. Before joining Rogers Wireless, Inc. in 1999, he had held senior positions at Telus Communications and at BC Telecom.

Mr. Mohamed currently serves on the Board of Directors of TD Financial Group, Cineplex, and as the Chair of Scale Up Ventures. Mr. Mohamed has been named one of the world’s most successful immigrants by Bloomberg and he was honoured by the United Nations Association in Canada at their 2013 Global Citizens Dinner. Mr. Mohamed graduated from the University of British Columbia with a Bachelor of Commerce degree and holds a CA and FCA designation.

Andy-Moysiuk1

Andy Moysiuk

Director
Andy-Moysiuk1

Andy Moysiuk

Director

Andy Moysiuk is a Partner of Alignvest Management Corporation and serves on its Board of Directors.

Previously, he was the Managing Partner of HOOPP Capital Partners, through which the Healthcare of Ontario Pension Plan, Canada’s largest private trust, conducted its private equity and special situations investment business.  Over a 15-year period Andy led the creation and development of a high impact private capital business and portfolio, generating exceptional investment returns.  He completed over $4 billion of investments in North America, the UK and Europe, $1 billion of which was executed in direct investments with the remainder in speciality partnerships and joint ventures typically as the initial and/or largest investor.  He served on various Boards of Directors and Advisory Boards within the HOOPP portfolio, and the Asset Mix Committee within HOOPP.  Andy also served on the Board Investment Committee of the United Church of Canada Pension Plan for many years.

Prior to HOOPP, Andy was a Partner at KPMG LLP, a global professional services firm, and a Founding Officer and Board Director in its regulated affiliate through which KPMG undertook its corporate finance advisory activities.

Andy holds a Bachelor of Commerce degree from the University of Toronto, is a CPA, Chartered Accountant and a graduate of the ICD-Rotman Directors Education Program.

Don-Walker

Donald Walker

Director
Don-Walker

Donald Walker

Director

Donald Walker was previously a Director of AQX, where he played a role in the sourcing and evaluation of potential qualifying acquisitions. Donald Walker is currently the Chief Executive Officer and a Director of Magna International, the TSX and NYSE-listed global automotive supplier with 317 manufacturing operations and 102 product development, engineering and sales centers in 29 countries. Magna International currently has approximately 155,000 employees and generated sales in 2016 of US$36.4 billion with a current enterprise value in excess of $25 billion. In 2015, Magna International was named Forbes Magazine’s most trustworthy large cap company in America. Mr. Walker was the recipient of the 2014 Canada’s Outstanding CEO of the Year award. Since Mr. Walker was appointed the Chief Executive Officer of Magna in November 2010, Magna has completed over ten acquisitions. Mr. Walker previously served as Magna International’s Co-Chief Executive Officer from 2005 to 2010 and as President and Chief Executive Officer from 1994 to 2001. He was formerly the President, Chief Executive Officer and Chairman of Intier Automotive Inc. from 2001 to 2005, one of Magna International’s former “spinco” public subsidiaries. Prior to joining Magna International in 1987, Mr. Walker spent seven years at General Motors Company in various engineering and manufacturing positions. He is currently the Chair (since October 2011, previously Co-Chair since 2002) of the Canadian Automotive Partnership Council with the Canadian federal and provincial governments. Mr. Walker is also the past Chairman of the Automotive Parts Manufacturers Association. Mr. Walker graduated from the University of Waterloo with a BA Sc. Mechanical Engineering degree.

Additional Team Members

  • Rupert Adams
    Partner, Alignvest UK LLP
    Rupert-Adams

    Rupert Adams

    Partner, Alignvest UK LLP

    Rupert Adams is a Partner of Alignvest UK LLP, and is in charge of building Alignvest’s presence in Europe. Mr. Adams has strong relationships with several large family businesses in Canada and elsewhere. Prior to joining Alignvest, Mr. Adams was a partner at London-based MAB Partners, a multi-billion dollar independent alternative investment group offering sophisticated investors access to alternative investment funds, with a focus on hedge funds and private equity. He was responsible for building the firm’s business in parts of Europe, Asia, and Canada. Prior to this role, he was the founding partner of Hampton Investment Management and portfolio manager of the Hampton Global Emerging Markets Fund, an equity long/short fund run out of London which he launched in 2007.

    Previously, Mr. Adams spent three years at Matterhorn Investment Management, a London-based Investment Manager that manages three global emerging markets funds, which he helped build from inception in 2002 into a business managing over $500 million.

    Between 1992 and 2003, Mr. Adams spent 11 years with Deutsche Bank and Indosuez Bank as an equity analyst in the Asian banking sector and as an equity research broker.

    Mr. Adams has also been actively involved with a Zurich-based family office, where he has advised a senior member of one of the leading European families on his overall investments and portfolio strategy.

    Mr. Adams holds an MA in Modern History from the University of St. Andrews, holds the UK SII Certificate in Investment Management, and has been an approved person on the UK Financial Services Register since 2002.

Advisory Board

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Lee Lau

Advisor
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Lee Lau

Advisor

Lee Lau is a Partner and co-founder of Alignvest Management Corporation. Mr. Lau co-founded ATI Technologies in 1985 and was instrumental in building the company into one of the world’s largest suppliers of graphic chips and add-in boards to the personal computer industry. In addition to managing the company, Mr. Lau was ATI’s largest shareholder, first employee and responsible for innovation and development of all products. Mr. Lau helped build ATI into a TSX-listed and NASDAQ-listed global market leader, with annual sales in excess of $2.2 billion and over 3,000 employees. ATI was sold in 2006 to AMD for cash and stock consideration of $5.3 billion. Prior to founding ATI, Mr. Lau held various design engineering positions with Mitel, Motorola and Plessey. Mr. Lau holds a Masters in Engineering and a BASc from the University of Toronto.

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Joe Natale

Advisor
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Joe Natale

Advisor

Joe Natale is the President and Chief Executive Officer of Rogers Communications, the TSX-listed and NYSE-listed media and telecommunications company with an enterprise value in excess of $45 billion. Previously, Mr. Natale played a role in the evaluation and execution of AQX’s qualifying acquisition with Trilogy. Prior to joining Rogers Communications, Mr. Natale was President and CEO at Telus Communications, a TSX-listed and NYSE-listed media and telecommunications company with an enterprise value in excess of $35 billion. He first joined Telus Communications in 2003, holding a number of senior positions including President of Enterprise Solutions, President of Consumer Solutions and Chief Commercial Officer. Prior to 2003, Mr. Natale held successive senior leadership roles within the Consulting group at KPMG LLP, which he joined after it acquired the company he co-founded, PNO Management Consultants Inc., in 1997. Mr. Natale currently sits on the Board of Directors at The Hospital for Sick Children, Celestica, Inc., Soulpepper Theatre Co. and the campaign cabinet of the United Way Toronto. He is a past recipient of Canada’s Top 40 under 40 Award. Mr. Natale holds a Bachelor of Applied Science degree in Electrical Engineering from the University of Waterloo.

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John Stanton

Advisor
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John Stanton

Advisor

John W. Stanton is the co-founder and Chairman of Trilogy International Partners Inc., the TSX-listed telecommunications company with an enterprise value in excess of $1.2 billion. Mr. Stanton was Chairman of the Board of Directors and Chief Executive Officer of Western Wireless and its predecessors from 1992 until Alltel’s acquisition of Western Wireless on August 1, 2005 for US$6 billion. Western Wireless was one of the largest providers of rural wireless communications services in the United States and through its subsidiary, Western Wireless International, was licensed to provide wireless communications services in 11 countries, including the Baltics, the Caucasus, Africa, the Caribbean, Latin America and the former Soviet Republics. Mr. Stanton was Chairman of the Board of Directors of T-Mobile USA Inc., formerly Voicestream, a former subsidiary of Western Wireless, from 1994 to 2004 and was Chief Executive Officer of T-Mobile USA from February 1998 to March 2003. Voicestream was sold to Deutsche Telekom for $34 billion. Mr. Stanton served as a director of McCaw Cellular from 1986 to 1994, and as a director of LIN Broadcasting from 1990 to 1994, during which time it was a publicly traded company. McCaw Cellular was sold for U.S.$16 billion to the predecessor of AT&T Wireless. From 1983 to 1991, Mr. Stanton served in various capacities with McCaw Cellular, serving as Vice Chairman of the Board of McCaw Cellular from 1988 to September 1991 and as Chief Operating Officer of McCaw Cellular from 1985 to 1988. Mr. Stanton served as a director of Clearwire Corporation from 2008 to 2013, and was Chairman of the Board of Directors of Clearwire Corporation from January 2011 to July 2013. Mr. Stanton serves on the board of directors of Trilogy International Partners Inc., Microsoft Corporation and Costco Wholesale Corporation, each of which are publicly traded companies. Mr. Stanton is also currently the Chairman of First Avenue Entertainment, which is the owner of the Seattle Mariners. Mr. Stanton has a bachelor’s degree in political science from Whitman College and a Masters of Business Administration from Harvard University.

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Helmut Swarovski

Advisor
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Helmut Swarovski

Advisor

Helmut Swarovski is Chairman of the Supervisory Board of Daniel Swarovski KG and a Director of Swarovski International Holdings. The Swarovski Group is a leading global producer of crystal, genuine gemstones, created stones, and finished products. The company is a private family business with 2015 sales of approximately $4.8 billion, approximately 31,000 employees, sales in approximately 170 countries, and approximately 2,680 stores worldwide. Mr. Swarovski´s responsibilities included glass melting technology with the optical purity needed for their finished product, “in-house” designing of their machines for grinding and cutting including electronic automation systems, crystal grinding and polishing, precision faceting and surface polishing all of which have been perfected by the company over the years to give Swarovski crystal it’s brilliant colour and light. Mr. Swarovski has spear-headed the company’s expansion over the past thirty years to become the largest manufacturer of cut crystal in the world, supplying the fashion jewelry industry, the fashion industry, the chandelier and art object industries, as well as manufacturing diverse consumer products sold under the company’s own brand. He received his degree in Industrial Engineering in Munich, Germany, is an Honorary Senator of the University of Innsbruck, received the Medal of “Chevalier dans l’Ordre des Arts et des Lettres” from the French Republic in 2001; the “Grand Decoration of Honor in Gold” for Services to the Republic of Austria in 2006; and the “Order of Merit” in Gold given by the Lutheran Church of Austria, 2007.

Management Team

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Reza Satchu

President, CEO and Director
Reza-Satchu

Reza Satchu

President, CEO and Director

Reza Satchu is a Managing Partner and co-founder of Alignvest Management Corporation and a Director of Trilogy International Partners Inc. and KGS-Alpha Capital Markets L.P. Previously, Mr. Satchu was also the President, Chief Executive Officer, and a Director of AQX, where he was responsible for leading the team in sourcing, evaluating, and executing the qualifying acquisition. He has co-founded, built and/or managed several operating businesses from inception including: Alignvest Management Corporation, SupplierMarket, a supply chain software company with over 125 employees and investors that included KKR & Co. L.P. executives and Sequoia Capital, which was sold to Ariba Inc. for share consideration implying an enterprise value of US$924 million; StorageNow, which became one of Canada’s largest self-storage companies prior to being sold to InStorage REIT for cash consideration of $110 million; and KGS-Alpha Capital Markets L.P., a U.S. fixed-income broker dealer with over US$215 million of equity capital. Previously, Mr. Satchu spent 12 years in New York City where he was a General Partner at Fenway Partners, a US$1.4 billion private equity firm focused on acquiring leading middle market companies typically from families or large corporations and a Financial Analyst at Merrill Lynch in the High Yield Finance and Restructuring Group.

Mr. Satchu is the founding Chairman of Next Canada and The Next 36, an intensive set of entrepreneurship programs for Canada’s most promising entrepreneurs, which is funded and supported by many of Canada’s leading Chief Executive Officers and entrepreneurs. From 2003 to 2009, he was an Adjunct Professor at the University of Toronto, where he taught Economics of Entrepreneurship, a class that for six years was rated by students as the best class/learning experience at the University of Toronto. Mr. Satchu has received “Canada’s Top 40 Under 40™” Award and the 2011 Management Achievement Award from McGill University. Mr. Satchu was also a board member at the Toronto Hospital for Sick Children Foundation where he served as Vice Chairman of the Board and Chairman of the Governance and Nominating Committee. Mr. Satchu is a member of the Advisory Board of the Arthur Rock Center for Entrepreneurship at Harvard Business School and he served as the Co-Chair of the Harvard Business School Class of 1996 20th year reunion. Mr. Satchu holds a Masters of Business Administration degree from Harvard Business School and a Bachelor of Arts degree from McGill University.

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Vince Hemmer

CIO and Director
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Vince Hemmer

CIO and Director

Vince Hemmer was a Director of AQX, where he was responsible for sourcing, evaluating, and executing the qualifying acquisition. Prior to this, he was a Principal at GTCR, a Chicago-based private equity firm which, since its founding in 1980, has invested more than $10 billion of capital in over 200 companies. Mr. Hemmer spent 13 years at GTCR. He led the consumer products team, invested extensively in the business services sector and served on the firm’s Investment Committee. Mr. Hemmer served on many of GTCR’s portfolio companies boards, including Prestige Brands, listed on the NYSE, Synagro Technologies, which was listed on NASDAQ, and numerous private boards including Alliant Resources Group, Coinmach, Health!Quest, Wilton Brands, Student Transportation of America and Fairmount Food Group. Prior to GTCR, Mr. Hemmer worked as a management consultant for Monitor Company and in the Leveraged Finance group of Credit Suisse First Boston. Mr. Hemmer has a longstanding commitment to philanthropy and previously served as Chairman of the National Board of Directors for the U.S. Fund for UNICEF. Mr. Hemmer holds a Masters of Business Administration from the Harvard Business School, studied at the London School of Economics, and graduated with honors as a Benjamin Franklin Scholar from the Wharton School of Business at the University of Pennsylvania.

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Sanjil Shah

CFO and Corporate Secretary
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Sanjil Shah

CFO and Corporate Secretary

Sanjil Shah is the Chief Financial Officer and Corporate Secretary and a Partner of Alignvest Management Corporation. Mr. Shah is also the Chief Financial Officer of Alignvest Capital Management Inc. and Alignvest Investment Management Corporation. Previously, Mr. Shah also served as the Chief Financial Officer for AQX, where he was responsible for the financial management of the company as well as for executing the qualifying acquisition. Prior to joining Alignvest, Mr. Shah was the Chief Financial Officer and Chief Operating Officer of StorageNow, a retail real estate business that acquired, developed and operated 11 self-storage stores in Ontario, Saskatchewan and Alberta. The portfolio was successfully built over a four-year period and sold to InStorage REIT for cash consideration of $110 million. During this period, Mr. Shah directly managed approximately 50 retail and management employees. Prior to joining StorageNow, Mr. Shah was a Senior Manager at KPMG LLP, a global professional services firm, where he specialized in providing audit and advisory services to publicly-listed technology companies in Canada and the United States. Mr. Shah has also been an instructor at York University’s Schulich School of Business, the University of Toronto and with the Chartered Accountants of Ontario’s School of Accountancy. Mr. Shah holds a Bachelor of Arts from the University of Toronto and is a Chartered Professional Accountant and Certified Professional Accountant (Illinois).

Greg-Duggan

Greg Duggan

Vice-President, Alignvest Private Capital
Greg-Duggan

Greg Duggan

Vice-President, Alignvest Private Capital

Greg Duggan is a Senior Associate at Alignvest Management Corporation.

Before joining Alignvest, Mr. Duggan was an Associate at Onex Partners focused on evaluating private equity investments across a number of industries, including Onex’s investments in BBAM, FLY Leasing, and Meridian Aviation. As part of his role, Mr. Duggan was also involved in fundraising efforts for a strategy-agnostic aircraft leasing platform. Mr. Duggan began his career in the investment banking division of Credit Suisse in Toronto where he advised companies on M&A, equity, and debt transactions with coverage focused on the natural resource and diversified sectors.

Mr. Duggan earned an MBA from Harvard Business School, a Bachelor of Commerce from Queen’s University, and is a CFA charterholder.

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Jonathan Finkelstein

Vice-President, Alignvest Private Capital
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Jonathan Finkelstein

Vice-President, Alignvest Private Capital

Jonathan Finkelstein is a Vice-President at Alignvest Private Capital. Since joining Alignvest, Jonathan has worked on the acquisition of Sagicor Financial Corporation by Alignvest Acquisition II Corporation and the related acquisitions of Scotia Jamaica Life Insurance Company and ScotiaLife Trinidad & Tobago.

Before joining Alignvest, Jonathan was an associate at Lazard Freres and Co. in New York City where he advised on mergers and acquisitions of financial institutions. Representative clients included Blackstone’s Tactical Opportunities Group, Scotiabank, and American Express.

Prior to joining Lazard, Jonathan served as the Tax Policy Advisor to Canadian Finance Minister Jim Flaherty. He began his career as an attorney at Skadden Arps in New York City.

Jonathan holds an MBA from Columbia Business School (Deans Honors and Distinction, Top 5%, Robert H. Montgomery Prize in Accounting), a Juris Doctor from Osgoode Hall Law School (Dean’s List, Top 3%, Alexander David Mackenzie Scholarship, Cassels Brock and Blackwell Prize in Civil Procedure, Law Society of Upper Canada Prize for Outstanding Achievement in Legal Studies), a Bachelor of Arts from McGill University (Great Distinction), and an LL.M. in Taxation from New York University Law School.

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Braydon Myers

Senior Associate, Alignvest Private Capital
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Braydon Myers

Senior Associate, Alignvest Private Capital

Braydon Myers is a Senior Associate at Alignvest Management Corporation. Prior to joining Alignvest, Mr. Myers was an investment banking analyst in the Mergers & Acquisitions and Real Estate groups at BMO Capital Markets in Toronto. While at BMO, Mr. Myers was responsible for evaluating and executing M&A and capital markets transactions across a number of industries. As part of his role, Braydon was involved in advising Pure Industrial Real Estate Trust (PIRET) on its sale to Blackstone.

Mr. Myers earned a Bachelor of Business Administration from Wilfrid Laurier University and graduated with Distinction.

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Celia Chan

Vice President, Finance
Celia-Chan

Celia Chan

Vice President, Finance

Celia Chan is the Vice President of Finance at Alignvest Management Corporation. Ms. Chan was previously the Controller since joining Alignvest in 2013. Prior to joining Alignvest, Ms. Chan was a Manager at Ernst & Young LLP, a global professional services firm, where she specialized in providing audit and advisory services to clients in the financial services industry, specifically asset management companies.

Ms. Chan is a CPA, CA and holds a Bachelor of Commerce and Finance from the University of Toronto.

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David Long

Managing Partner
David-Long

David Long

Managing Partner

David Long is Managing Partner at Alignvest Investment Management (AIM). He co-manages the firm’s investment fund offerings and selectively advises clients on portfolio strategy.

David is the former Chief Investment Officer of the Healthcare of Ontario Pension Plan (“HOOPP”); an ~$80 billion ‘Canada Model’ pension plan. In this position, he was responsible for Asset/Liability modeling and portfolio construction, as well as Derivatives, Fixed Income, and Foreign Exchange. Starting in 2001, and prior to his appointment to CIO at HOOPP, David held a variety of increasingly senior investment positions. Previous to HOOPP, David was the Head of Interest Rate Options & Exotics at Scotiabank and a former Internal Consultant at Ontario Hydro.

David holds a Bachelor of Science in mathematics from Brock University, along with a Masters of Mathematics and a Ph.D. in Statistics from the University of Waterloo. David also holds the Chartered Financial Analyst designation.

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Kerry Stirton

Managing Partner
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Kerry Stirton

Managing Partner

Kerry Stirton is a Managing Partner at Alignvest Investment Management and a Member of the AIM Investment Commitee. Mr. Stirton has more than 20 years’ investment experience including equity portfolio management, equity research, hedge fund investing, activist investing, and commodity trading. Prior to joining Alignvest, Mr. Stirton was a Managing Director at CIBC Asset Management, where he led a $25 billion Institutional Advisory Business.

Mr. Stirton’s experience includes the roles of Equity Investor in Goldman Sachs’ Proprietary Investment Group, Senior Research Analyst at Sanford C. Bernstein, and a Manager at McKinsey and Company. Mr. Stirton has also been an Investment Committee Member of the Ben Gurion University Endowment.

Mr. Stirton holds law degrees from Harvard Law School and University of Oxford where he was a Rhodes Scholar, and has received an MA from University of Toronto. Mr. Stirton has successfully passed Finra’s Series 7, 63, and 55 Examinations and the NFA’s Series 3 National Commodities Futures Examination.

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Randolph Cohen PhD

Partner
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Randolph Cohen PhD

Partner

Randolph B. (Randy) Cohen is the MBA Class of 1975 Senior Lecturer of Entrepreneurial Management at Harvard Business School. Mr. Cohen is also a Partner at Alignvest Investment Management.

Cohen teaches finance and entrepreneurship at HBS, and has previously held positions as Associate Professor at HBS and Visiting Associate Professor at MIT Sloan.

Cohen’s main research interests are the identification and selection of money managers who are most likely to outperform, and the interface between the actions of institutional investors and price levels in financial markets. Cohen has studied the differential reactions of institutions and individuals to news about firms and the economy, as well as the effect of institutional trading on stock prices. He also has researched the market for municipal securities.

In addition to his academic work, Cohen has helped to start and grow a number of businesses, mostly but not exclusively in the area of investment management, and has served as a consultant to many other companies.

Cohen holds an AB in mathematics from Harvard College and a PhD in finance from the University of Chicago.

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Athas Kouvaras

Partner
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Athas Kouvaras

Partner

Mr. Kouvaras is a Partner at Alignvest Investment Management with a focus on business development. He brings more than 15 years of experience in the investment industry to Alignvest with an emphasis on alternative assets and strategies. Prior to joining Alignvest, he was Regional Director for Russell Investments, where he was responsible for mid-market institutional business development across Canada. Before Russell, he was Regional Sales Manager at Man Investments, where his responsibilities included institutional, retail and national account sales across Canada. Mr. Kouvaras began his career at BluMont Capital, where he was a research analyst.

Mr. Kouvaras holds a Bachelor of Commerce from the University of Toronto and is a CAIA Charterholder and member of the Chartered Alternative Investment Analyst Association.

Rupert-Adams

Rupert Adams

Partner, Alignvest UK LLP
Rupert-Adams

Rupert Adams

Partner, Alignvest UK LLP

Rupert Adams is a Partner of Alignvest UK LLP, and is in charge of building Alignvest’s presence in Europe. Mr. Adams has strong relationships with several large family businesses in Canada and elsewhere. Prior to joining Alignvest, Mr. Adams was a partner at London-based MAB Partners, a multi-billion dollar independent alternative investment group offering sophisticated investors access to alternative investment funds, with a focus on hedge funds and private equity. He was responsible for building the firm’s business in parts of Europe, Asia, and Canada. Prior to this role, he was the founding partner of Hampton Investment Management and portfolio manager of the Hampton Global Emerging Markets Fund, an equity long/short fund run out of London which he launched in 2007.

Previously, Mr. Adams spent three years at Matterhorn Investment Management, a London-based Investment Manager that manages three global emerging markets funds, which he helped build from inception in 2002 into a business managing over $500 million.

Between 1992 and 2003, Mr. Adams spent 11 years with Deutsche Bank and Indosuez Bank as an equity analyst in the Asian banking sector and as an equity research broker.

Mr. Adams has also been actively involved with a Zurich-based family office, where he has advised a senior member of one of the leading European families on his overall investments and portfolio strategy.

Mr. Adams holds an MA in Modern History from the University of St. Andrews, holds the UK SII Certificate in Investment Management, and has been an approved person on the UK Financial Services Register since 2002.

Cheryl-Davidson

Cheryl Davidson

Chief Financial Officer and Chief Compliance Officer
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Cheryl Davidson

Chief Financial Officer and Chief Compliance Officer

Cheryl Davidson is the Chief Financial Officer and Chief Compliance Officer at Alignvest Investment Management. She is also the Chief Operating Officer and Chief Compliance Officer at Alignvest Capital Management. Prior to joining Alignvest, she was Chief Financial Officer and Chief Compliance Officer for Mapleridge Capital Corporation, a quantitative systematic alternative investment manager in Toronto. Prior to joining Mapleridge in 2002, Ms. Davidson was a Principal in the financial services industry practice at Ernst & Young, a global professional services firm, where her focus in the latter part of her career was providing audit and advisory services to clients in the alternative asset management, mutual fund and securitization area.

Ms. Davidson is a Chartered Accountant and holds a Bachelor of Business Administration from York University.

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Shansong Yu

Associate
Shansong-Yu

Shansong Yu

Associate

Shansong Yu joined Alignvest Investment Management Corporation in 2019 as an Investment Associate.

Prior to Alignvest, Mr. Yu was actively involved in searching, analyzing and monitoring external hedge funds across all strategies and geographies at Canada Pension Plan Investment Board. Before CPPIB, he worked at Goldman Sachs in risk assessments and quantitative modeling. Mr. Yu began his career at KPMG in auditing.

Mr. Yu earned a MSc in Financial Engineering from Imperial College London with merits, a BA in Economics and Finance from McGill University with honours, and is a FRM charterholder.

Investment Team

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Sanjil Shah

Managing Partner
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Sanjil Shah

Managing Partner

Sanjil Shah is a Trustee of the REIT and a Partner of the General Partner, as well as a Partner and Chief Financial Officer of Alignvest Management Corporation, an alternative asset management company with interests in a broad spectrum of investments, including real assets and real estate. Prior to joining Alignvest, Mr. Shah was the Chief Financial Officer and Chief Operating Officer of StorageNow, a niche real estate business that consolidated a fragmented real estate sector in Canada.

Mr. Shah oversaw the acquisition, development and operations of 11 self-storage stores in Ontario, Saskatchewan and Alberta. The portfolio was successfully built over a four-year period and sold to InStorage REIT for cash consideration of $110 million. Prior to joining StorageNow, Mr. Shah was a Senior Manager at KPMG LLP. Mr. Shah holds a Bachelor of Arts from the University of Toronto and is a Chartered Professional Accountant and Certified Professional Accountant (Illinois).

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Celia Chan

Chief Financial Officer
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Celia Chan

Chief Financial Officer

Celia Chan is the Vice President of Finance at Alignvest Management Corporation. Ms. Chan was previously the Controller since joining Alignvest in 2013. Prior to joining Alignvest, Ms. Chan was a Manager at Ernst & Young LLP, a global professional services firm, where she specialized in providing audit and advisory services to clients in the financial services industry, specifically asset management companies.

Ms. Chan is a CPA, CA and holds a Bachelor of Commerce and Finance from the University of Toronto.

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Jake Mandel

Senior Associate
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Jake Mandel

Senior Associate

Jake Mandel is a Senior Associate at Alignvest Management Corporation.

Prior to Alignvest, Jake was actively involved in underwriting and conducting due diligence for prospective transactions at Dundee Private Equity, which included the qualifying acquisition for the first listed Canadian Special Purpose Acquisition Corporation. He also spent two years overseeing Dundee Corporation’s portfolio management strategy, as well as the Purpose-Built Student Accommodation (“PBSA”) activities of Dundee Acquisition, including the due diligence of over $400 million of PBSA acquisitions in Canada.

Mr. Mandel earned an HBA from the Richard Ivey School of Business, graduating on the Dean’s Honour List and passing with Distinction.

Trustees of REIT

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Nancy Lockhart

Chair, Board of Trustees
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Nancy Lockhart

Chair, Board of Trustees

Ms. Lockhart is a director of George Weston Limited, Choice Properties REIT and Atrium Mortgage Investment Corporation. Previously, Ms. Lockhart was the Chair of Gluskin Sheff + Associates, Inc., and a director of Loblaw Companies Limited, Canada Deposit Insurance Corporation, Retirement Residence REIT and Barrick Gold Corporation. Additionally, Ms. Lockhart was formerly the Chief Administrative Officer of Frum Development Group and a Vice President of Shoppers Drug Mart Corporation. Currently, she is the Chair Emeritus of Crow’s Theatre Company and Director of The Royal Conservatory of Music, and was previously Chair of the Ontario Science Centre, President of the Canadian Club of Toronto, Chair of the Canadian Film Centre, Director of the Centre for Addiction and Mental Health Foundation and Director of The Canada Merit Scholarship Foundation. Ms. Lockhart was awarded the Order of Ontario in 2006.

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Robert Wolf

Trustee
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Robert Wolf

Trustee

Robert Wolf is a corporate director, active investor and financial management professional. Since 2008, through RTW Capital Corporation, he has been making active investments in and providing advisory services to North American businesses in a variety of sectors. Mr. Wolf is currently a trustee/director of (i) WPT Industrial REIT (TSX:WIR.UN), serving as Lead Trustee and member of the Audit Committee; (ii) Crosswinds Holdings Inc. (TSX:CWI), serving as Chair of the Audit Committee. Mr. Wolf previously was also a director of (i) InnVest REIT (TSX:INN.UN), serving as Chair of the Investment Committee and member of the Audit Committee, Nominating and Governance Committee and Capital Structure Task Force; (ii) OneREIT (TSX:ONR.UN), serving as Chair of the Investment Committee and member of the Governance and Compensation Committee; (iii) C.A. Bancorp Canadian Realty Finance Corp. (TSX:RF.A), and (iv) Monarch National Insurance Company, serving as Chair of the Audit Committee. Prior to 2008, Mr. Wolf was the Chief Financial Officer of RioCan REIT (TSX: REI.UN) from its inception in 1994. In this role, he led all efforts to successfully raise over C$3 billion of equity and debt capital. In addition to being responsible for all financial reporting and compliance functions, he also played a key role in number of significant transactions, including corporate acquisitions, joint ventures and debt restructurings. Prior to 1994, Mr. Wolf held a variety of positions in both public accounting and private/public real estate companies. He obtained his Chartered Accountancy designation in 1984 and holds a Masters of Business Administration from the Schulich School of Business at York University (1982) and a Bachelor of Commerce from McGill University (1981).

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Rajiv Silgardo

Trustee
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Rajiv Silgardo

Trustee

Rajiv Silgardo is a director of the OMERS Administration Corporation, where he serves as a member of the Board’s Investment and the Human Resources Committees. Mr. Silgardo has over 30 years’ experience in the investment industry as a senior executive in the areas of asset and wealth management. He retired in late 2019 as President and CEO of UBC Investment Management Trust, where he spearheaded the allocation and investment of the University’s Endowment and Pension portfolios across private and public asset classes. Prior to joining UBC in December 2016, Mr. Silgardo was Co-CEO of BMO Global Asset Management (“BMO GAM”), which he helped establish and grow from approximately $50 billion in assets under management in 2009 to over $300 billion by mid-2016. Earlier, Mr. Silgardo spent 14 years with Barclays Global Investors (“BGI”). Mr. Silgardo served initially as Chief Investment Officer and subsequently led the firm as President and CEO in Canada. In addition to OMERS, Mr. Silgardo serves as Chair of the Investment Advisory Committee of Greyhawk Investments. He is a past member of the Investment Committee of the Vancouver Foundation, the TSX Trading Advisory Committee and of the Board of Governors of the Bishop Strachan School in Toronto. He has also served on the Advisory Board at The Ted Rogers School of Business at Ryerson University and the Board of Directors of Canada Exchange Traded Funds Association. Mr. Silgardo received his B. Comm (Honours) and M. Com degrees from Delhi University, India, and an MBA from the University of North Carolina at Chapel Hill. He is a CFA Charterholder.

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Reza Satchu

Trustee
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Reza Satchu

Trustee

Reza Satchu is a Trustee of the REIT. Mr Satchu is a Managing Partner and co-founder of Alignvest Management

Corporation. Mr. Satchu has co-founded, built, and/or managed several operating businesses from inception including: Alignvest Management Corporation, SupplierMarket, a supply chain software company with over 125 employees and investors that included KKR & Co. L.P. executives and Sequoia Capital, which was sold to Ariba Inc. for share consideration implying an enterprise value of US$924 million; StorageNow, which became one of Canada’s largest selfstorage companies prior to being sold to InStorage REIT for cash consideration of $110 million; and KGS-Alpha Capital Markets L.P., a U.S. fixed-income broker dealer with over US$150 million of equity capital. Mr. Satchu has a bachelor’s degree in economics from McGill University and a Masters of Business Administration from Harvard University.

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Sanjil Shah

Managing Partner & Trustee
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Sanjil Shah

Managing Partner & Trustee

Sanjil Shah is a Trustee of the REIT and a Partner of the General Partner, as well as a Partner and Chief Financial

Officer of Alignvest Management Corporation, an alternative asset management company with interests in a broad

spectrum of investments, including real assets and real estate. Prior to joining Alignvest, Mr. Shah was the Chief Financial Officer and Chief Operating Officer of StorageNow, a niche real estate business that consolidated a fragmented real estate sector in Canada. Mr. Shah oversaw the acquisition, development and operations of 11 self-storage stores in Ontario, Saskatchewan and Alberta. The portfolio was successfully built over a four-year period and sold to InStorage REIT for cash consideration of $110 million. Prior to joining StorageNow, Mr. Shah was a Senior Manager at KPMG LLP. Mr. Shah holds a Bachelor of Arts from the University of Toronto and is a Chartered Professional Accountant and Certified Professional Accountant (Illinois).