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.

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Timothy Hodgson

Managing Partner
Tim-Hodgson 2

Timothy Hodgson

Managing Partner

Timothy Hodgson is Managing Partner of Alignvest Management Corporation. Prior to joining Alignvest, Mr. Hodgson was Special Advisor to Governor Carney at the Bank of Canada from 2010 to 2012, where he lead the Bank’s market infrastructure initiatives to: build a new repo clearinghouse business for Canada; reform Canada’s OTC derivatives markets; and review changes to systemically important market infrastructure businesses in Canada. While serving at the Bank, Mr. Hodgson sat on the Bank’s Monetary Policy Review Committee and Financial Stability Committee. Additionally, he represented the Bank on the Heads of Agencies Committee, and on the Heads of Dealers Committee with the heads of the major Canadian investment banks.

From 1990 to 2010, Mr. Hodgson held various positions in New York, London, Silicon Valley and Toronto with Goldman Sachs. His expertise spanned several industry verticals, capital markets products, merger advisory services and merchant banking. In 2005, Mr. Hodgson was tasked with rebuilding Goldman Sachs Canada after the firm had curtailed its Canadian investment banking, fixed income, and equity research operations in 2003. From 2005 to 2010, he served as Chief Executive Officer of Goldman Sachs Canada with overall responsibilities for the firm’s operations, client relationships and regulatory matters in the region. Under his leadership, the firm significantly increased its headcount, and expanded the scope of its operations. Mr. Hodgson has advised Canadian governments, corporations and high net worth individuals. Selected clients in the financing, mergers and merchant banking businesses included the Province of Ontario Government, the Canada Pension Plan Investment Board, the Ontario Teachers’ Pension Plan, the Ontario Municipal Employees Retirement System, the Caisse de dépôt et placement du Québec, and Brookfield Asset Management. He has also sat on the Boards of CW Media, Goldman Sachs’ largest merchant banking investment in Canada.

Mr. Hodgson currently sits on the boards of The Public Sector Pension Investment Board (PSP Investments) where he chairs the Investment Committee which oversees net investments of $99.5 billion as at September 30, 2014, KGS-Alpha Capital Markets, The Global Risk Institute, The Ivey School of Business and The Next36. Mr. Hodgson served on the board of Bridgepoint Health for 8 years until July 2014.

Mr. Hodgson holds a Masters of Business Administration from The Richard Ivey School of Business at Western University and a Bachelor of Commerce from the University of Manitoba. He is a Chartered Professional Accountant (CPA), Chartered Accountant (CA) and a member of the Institute of Corporate Directors.

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Donald Raymond

Managing Partner and Chief Investment Officer
Don-Raymond-199x300-e1431614466896-200x200

Donald Raymond

Managing Partner and Chief Investment Officer

Don Raymond is the Managing Partner and Chief Investment Officer at Alignvest Management Corporation. He is Chair of the Board of Trustees of Queen’s University and past Chair of its Investment Committee. Don is also an Adjunct Professor of Finance and Chair Emeritus of the International Centre for Pension Management, both at the University of Toronto’s Rotman School of Management. Don is also a member of the Investments and Risk Advisory Panel of the Monetary Authority of Singapore and serves on the Board of Directors of Great-West Lifeco Inc.

Prior to joining Alignvest in 2014, Don was the Chief Investment Strategist for the $220 billion CPP Investment Board (CPPIB) where he devoted 12½ years of his career to helping build CPPIB into a leading global investment organization. Don built CPPIB’s Public Market Investments department from inception and was also its first Chief Investment Strategist. In this role, he chaired CPPIB’s Investment Planning Committee, responsible for overseeing the portfolio design and management of one of the fastest-growing pools of capital in the world. He was also the principal architect of CPPIB’s innovative Total Portfolio Approach, and was instrumental in the development of the United Nations’ Principles of Responsible Investing (UNPRI), as well as their adoption by CPPIB in 2005.

Prior to joining CPPIB in 2001, Don worked for Goldman Sachs, first in Toronto as a top-ranked fixed-income strategist before moving into a global equity and fixed-income portfolio management role in New York. He began his investment career in the fixed-income derivatives department of Burns Fry, a predecessor of BMO Capital Markets. Prior to developing an interest in finance, Don worked for Schlumberger in China and trained as a pilot in the Canadian military. He holds a Ph.D. in Electrical Engineering from Queen’s University and a CFA charter.

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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 the Board of Directors and Investment Committee. Previously, Mr. Moysiuk was the Managing Partner of HOOPP Capital Partners, through which HOOPP conducted its private equity and special situations investment business. HOOPP is Canada’s largest private trust, and among Canada’s largest pension plans with $60.8 billion in net assets as at December 31, 2014. Over a 14-year period, Mr. Moysiuk led the creation and development of a significant institutional private equity business and portfolio, which generated exceptional investment performance. Mr. Moysiuk built and led the senior team responsible for a portfolio that grew to approximately $2 billion, $1 billion of which was executed in direct investments, with the remainder invested in specialty partnerships and joint ventures with differentiated private equity and related strategies.

During his tenure, the HOOPP Capital Partners track record exceeded a 14% average annual return. The private investments in which HOOPP’s involvement was publicly disclosed included: Teranet, which is the Internet-enabled on-line land registry system in Ontario. HOOPP was an initial private equity investor at Teranet’s founding, remained the largest shareholder when the company was taken public on the TSX, and eventually sold its stake into a $2.0 billion take-over bid in 2008; Ducati Motorcycle Company, initially an NYSE/Milan listed Italian sport motorcycle manufacturer, which was the subject of a deleveraging capital increase, taken private and eventually sold to Volkswagen/Audi Group in 2012 for US$1.1 billion; and Novadaq Technologies Inc., a medical devices company in which HOOPP was the largest private investor, with such company completing an initial public offering on the TSX in 2005 and which continues today with a market capitalization in excess of $730 million.

Mr. Moysiuk has served for many years on the Investment Committee of the Pension Board for the United Church of Canada, a successful pension plan managing assets in excess of $1.2 billion. Previously, Mr. Moysiuk was a Partner at KPMG LLP, a global professional services firm, and a founding Officer and Director in its affiliate through which the firm undertook its corporate finance advisory activities. Mr. Moysiuk is a member of the Institute for Corporate Directors, and a graduate of the Rotman/ICD Corporate Governance College.

Mr. Moysiuk holds a Bachelor of Commerce from the University of Toronto and is a CPA, CA.

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.

Andre-Mousseau

Andre Mousseau

Partner, Alignvest Private Capital
Andre-Mousseau

Andre Mousseau

Partner, Alignvest Private Capital

Andre Mousseau is a Partner at Alignvest Private Capital. Before joining Alignvest, Mr. Mousseau was a Portfolio Manager in the Long Term Equities group at the Ontario Teachers’ Pension Plan. With $154.5 billion in net assets as of December 31, 2014, the Ontario Teachers’ Pension Plan is the largest single-profession pension plan in Canada. The Long Term Equities group focused on investments, both public and private, with steady cash flow and growth potential that can hold their value and act as a hedge against inflation. During Mr. Mousseau’s tenure, the Long Term Equities group made investments in Camelot Group plc, Impark Corp., Baybridge Seniors Housing and Aircastle Ltd.

Prior to joining OTPP, Mr. Mousseau was a Principal at EdgeStone Capital Partners, one of Canada’s leading independent private equity managers. Mr. Mousseau joined EdgeStone as an Associate in 2006 and worked on a variety of successful investments, portfolio company initiatives and exits across multiple industries. Before EdgeStone Mr. Mousseau started his career in investment banking with CIBC World Markets and Genuity Capital Markets. Mr. Mousseau is a director of Edgewood Health Network, a portfolio investment of Alignvest. Previously, Mr. Mousseau served on the boards of Impark Corp., one of North America’s largest parking management providers, Premier Lotteries, OTPP’s holding company for lottery management investments, and Aurigen Reinsurance, a Bermuda-based life reinsurance provider focused on the reinsurance of life insurance policies of North American residents, and was an alternate board member of Camelot Group PLC, the operator of the UK National Lottery.

Mr. Mousseau earned a Masters of Business Administration at the Richard Ivey School of Business at the University of Western Ontario where he graduated as an Ivey Scholar, and an undergraduate degree in economics from McGill University.

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

Senior Associate
Greg-Duggan

Greg Duggan

Senior Associate

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.

Tomas-Kwong

Tomas Kwong

Associate
Tomas-Kwong

Tomas Kwong

Associate

Tomas Kwong is an Associate at Alignvest Management Corporation. Prior to joining Alignvest, Mr. Kwong was an investment banking analyst at Credit Suisse in Toronto. As a generalist at Credit Suisse, he was responsible for evaluating and executing transactions across all industries. Prior to Credit Suisse, Mr. Kwong was a senior associate in Valuations at Deloitte Financial Advisory in Toronto.

Mr. Kwong earned an HBA from the Richard Ivey School of Business at Western University and holds a CPA, CA and Chartered Business Valuator (CBV) designation.

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Reno Giancola

Portfolio Manager
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Reno Giancola

Portfolio Manager

Mr. Giancola is a Portfolio Manager at Alignvest Capital Management. Mr. Giancola was previously a Vice-President & Portfolio Manager at Gluskin Sheff + Associates, where he managed several North American equity long/short Funds. Prior to Gluskin Sheff, he worked in private equity with Scotia Merchant Capital.

Mr. Giancola graduated from Wilfrid Laurier University with a Bachelors of Business Administration and a minor in Economics. He has also earned his Chartered Financial Analyst (CFA) designation. Mr. Giancola is an elected member of the User Advisory Council of the Accounting Standards Board.

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Jeff Hales

Portfolio Manager
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Jeff Hales

Portfolio Manager

Mr. Hales is a Portfolio Manager at Alignvest Capital Management. Mr. Hales was previously a Vice-President & Portfolio Manager at Gluskin Sheff + Associates, where he managed and co-managed a number of portfolios including the Canadian Equity, North American Value and Resource Funds. Prior to Gluskin Sheff, he worked in private equity with TD Capital, and in investment banking with Goldman Sachs.

Mr. Hales graduated from Wilfrid Laurier University with a B.A. in Economics, earning the Governor General’s Academic Medal as the top student in his undergraduate class. He has also earned his Chartered Financial Analyst (CFA) designation.

Cheryl-Davidson

Cheryl Davidson

Chief Operating Officer
Cheryl-Davidson

Cheryl Davidson

Chief Operating Officer

Cheryl Davidson is the Chief Operating Officer at Alignvest Capital Management. Ms. Davidson previously was a Vice President, Finance of Alignvest Management Corporation. Prior to joining Alignvest, Ms. Davidson 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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Sanjil Shah

Chief Financial Officer
Sanjil-Shah1

Sanjil Shah

Chief Financial Officer

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).

Athas-Kouvaras

Athas Kouvaras

Director of Business Development
Athas-Kouvaras

Athas Kouvaras

Director of Business Development

Mr. Kouvaras is a Director of Business Development at Alignvest Capital Management. He brings more than 13 years of experience in the investment industry to Alignvest with an emphasis on alternative investments. 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 Canada, 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 with wide-ranging responsibilities.

Mr. Kouvaras is a CAIA Charterholder and a member of the Chartered Alternative Investment Analyst Association.

Nicholas-Tata

Nicholas Tata

Director, Operations & Compliance
Nicholas-Tata

Nicholas Tata

Director, Operations & Compliance

Nicholas Tata is an Operations Manager at Alignvest Capital Management. Mr. Tata was previously an Assistant Operations Manager at RBC Wealth Management where he assisted in the management of the Global Credit and Cash portfolio. Prior to RBC Wealth Management, he worked as a Financial Analyst on the Management Advice team at TD Wealth Management and as a Financial Analyst on the Mortgage Backed Securities/Covered Bond portfolio at CIBC Mortgages and Lending.

Mr. Tata graduated from York University with a Bachelor of Business Economics. He has also earned his Chartered Financial Analyst (CFA) and Certified Management Accountant (CMA) designations.

Ally Cui

Ally Cui

Senior Operations Analyst
Ally Cui

Ally Cui

Senior Operations Analyst

Ally Cui is an Operations Analyst at Alignvest Capital Management and Alignvest Investment Management. Ms. Cui was previously an Investment Accountant at State Street Fund Services, where she focused on the NAV process for multi-class hedge funds.

Ms. Cui graduated from University of Toronto with a Bachelor of Commerce and has completed all examinations for the Certified General Accountant (CGA) designation.

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Rob McLay

Analyst
RobMclay200x300-e1431615064762

Rob McLay

Analyst

Mr. McLay is an Analyst at Alignvest Capital Management. Mr. McLay was previously an Investment Banking Analyst at Scotia Global Banking and Markets, where he assisted deal teams in preparing presentation and valuation analysis for clients across a broad range of industries in both M&A and equity transactions. Prior to Scotiabank, he worked as an Intern with Birch Hill Equity Partners.

Mr. McLay graduated from Wilfrid Laurier University in 2014 with a Bachelors of Business Administration.

Investment 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.

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Timothy Hodgson

Managing Partner
Tim-Hodgson 2

Timothy Hodgson

Managing Partner

Timothy Hodgson is Managing Partner of Alignvest Management Corporation. Mr. Hodgson is also the Chief Compliance Officer of Alignvest Capital Management Inc. and Alignvest Investment Management Corporation. Prior to joining Alignvest, Mr. Hodgson was Special Advisor to Governor Carney at the Bank of Canada from 2010 to 2012, where he lead the Bank’s market infrastructure initiatives to: build a new repo clearinghouse business for Canada; reform Canada’s OTC derivatives markets; and review changes to systemically important market infrastructure businesses in Canada. While serving at the Bank, Mr. Hodgson sat on the Bank’s Monetary Policy Review Committee and Financial Stability Committee. Additionally, he represented the Bank on the Heads of Agencies Committee, and on the Heads of Dealers Committee with the heads of the major Canadian investment banks.

From 1990 to 2010, Mr. Hodgson held various positions in New York, London, Silicon Valley and Toronto with Goldman Sachs. His expertise spanned several industry verticals, capital markets products, merger advisory services and merchant banking. In 2005, Mr. Hodgson was tasked with rebuilding Goldman Sachs Canada after the firm had curtailed its Canadian investment banking, fixed income, and equity research operations in 2003. From 2005 to 2010, he served as Chief Executive Officer of Goldman Sachs Canada with overall responsibilities for the firm’s operations, client relationships and regulatory matters in the region. Under his leadership, the firm significantly increased its headcount, and expanded the scope of its operations. Mr. Hodgson has advised Canadian governments, corporations and high net worth individuals. Selected clients in the financing, mergers and merchant banking businesses included the Province of Ontario Government, the Canada Pension Plan Investment Board, the Ontario Teachers’ Pension Plan, the Ontario Municipal Employees Retirement System, the Caisse de dépôt et placement du Québec, and Brookfield Asset Management. He has also sat on the Boards of CW Media, Goldman Sachs’ largest merchant banking investment in Canada.

Mr. Hodgson currently sits on the boards of The Public Sector Pension Investment Board (PSP Investments) where he chairs the Investment Committee which oversees net investments of $99.5 billion as at September 30, 2014, KGS-Alpha Capital Markets, The Global Risk Institute, The Ivey School of Business and The Next36. Mr. Hodgson served on the board of Bridgepoint Health for 8 years until July 2014.

Mr. Hodgson holds a Masters of Business Administration from The Richard Ivey School of Business at Western University and a Bachelor of Commerce from the University of Manitoba. He is a Chartered Accountant and a member of the Institute of Corporate Directors.

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).

Andre-Mousseau

Andre Mousseau

Partner
Andre-Mousseau

Andre Mousseau

Partner

Andre Mousseau is a Partner at Alignvest Private Capital. Before joining Alignvest, Mr. Mousseau was a Portfolio Manager in the Long Term Equities group at the Ontario Teachers’ Pension Plan. With $154.5 billion in net assets as of December 31, 2014, the Ontario Teachers’ Pension Plan is the largest single-profession pension plan in Canada. The Long Term Equities group focused on investments, both public and private, with steady cash flow and growth potential that can hold their value and act as a hedge against inflation. During Mr. Mousseau’s tenure, the Long Term Equities group made investments in Camelot Group plc, Impark Corp., Baybridge Seniors Housing and Aircastle Ltd.

Prior to joining OTPP, Mr. Mousseau was a Principal at EdgeStone Capital Partners, one of Canada’s leading independent private equity managers. Mr. Mousseau joined EdgeStone as an Associate in 2006 and worked on a variety of successful investments, portfolio company initiatives and exits across multiple industries. Before EdgeStone Mr. Mousseau started his career in investment banking with CIBC World Markets and Genuity Capital Markets. Mr. Mousseau is a director of Edgewood Health Network, a portfolio investment of Alignvest. Previously, Mr. Mousseau served on the boards of Impark Corp., one of North America’s largest parking management providers, Premier Lotteries, OTPP’s holding company for lottery management investments, and Aurigen Reinsurance, a Bermuda-based life reinsurance provider focused on the reinsurance of life insurance policies of North American residents, and was an alternate board member of Camelot Group PLC, the operator of the UK National Lottery.

Mr. Mousseau earned a Masters of Business Administration at the Richard Ivey School of Business at the University of Western Ontario where he graduated as an Ivey Scholar, and an undergraduate degree in economics from McGill University.

Greg-Duggan

Greg Duggan

Senior Associate
Greg-Duggan

Greg Duggan

Senior Associate

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.

Tomas-Kwong

Tomas Kwong

Associate
Tomas-Kwong

Tomas Kwong

Associate

Tomas Kwong is an Associate at Alignvest Management Corporation. Prior to joining Alignvest, Mr. Kwong was an investment banking analyst at Credit Suisse in Toronto. As a generalist at Credit Suisse, he was responsible for evaluating and executing transactions across all industries. Prior to Credit Suisse, Mr. Kwong was a senior associate in Valuations at Deloitte Financial Advisory in Toronto.

Mr. Kwong earned an HBA from the Richard Ivey School of Business at Western University and holds a Chartered Accountant (CA) and Chartered Business Valuator (CBV) designation.

Additional Team Members

  • Celia Chan
    Vice President, Finance
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    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.

Operating Partners

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Levent Kahraman

Co-Founder and Chief Executive Officer, KGS-Alpha
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Levent Kahraman

Co-Founder and Chief Executive Officer, KGS-Alpha

Levent Kahraman is the CEO and co-founder of KGS-Alpha Capital Markets, L.P. Mr. Kahraman brings significant trading and business-building experience to KGS-Alpha. Prior to co-founding KGS-Alpha, he spent five years as a Managing Director at Barclays Capital, building one of the top-ranked Agency RMBS Structured Products businesses. Mr. Kahraman started his career and spent eight years at Salomon Brothers, where his last position was Managing Director in CMO Trading. Before working in finance, Mr. Kahraman worked in management consulting, where he advised financial services firms on credit risk management.

Mr. Kahraman holds an M.B.A. with Honors from Harvard Business School, a B.A. with Distinction in Economics and a B.S. with Distinction in Civil and Environmental Engineering, both from Cornell University.

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Daniel Goldman

Co-Founder and President, KGS-Alpha
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Daniel Goldman

Co-Founder and President, KGS-Alpha

Mr. Goldman is the President and co-founder of KGS-Alpha Capital Markets, L.P. Mr. Goldman has over twenty five years of experience in the fixed income business. Mr. Goldman spent his entire career at Salomon Brothers/Citigroup, where he attained senior positions as a Managing Director, including Head of North American Fixed Income Sales, as well as Co-Head of the US Rates Business. As Head of North American Fixed Income Sales, Mr. Goldman was instrumental in building and managing a 250-person fixed income sales force that generated over $2 billion in annual revenues. Mr. Goldman is widely recognized as a sales leader, and he has trained and developed many of today’s top fixed income sales producers. In addition to his sales role, Mr. Goldman also oversaw a multi-billion dollar global interest-rate trading business. As President of KGS-Alpha, he draws on his experience to recruit, train, and manage the sales and trading franchise.

Mr. Goldman earned his B.A. in Economics from Middlebury College.

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Joe Manget

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

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Timothy Hodgson

Chairman and Director
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Timothy Hodgson

Chairman and Director

Timothy Hodgson is a Managing Partner of Alignvest Management Corporation. Previously, Mr. Hodgson also served as the Chairman and a Director of AQX, where he was responsible for leading the team in sourcing, evaluating, and executing a qualifying acquisition. Prior to joining Alignvest Management Corporation, Mr. Hodgson was Special Advisor to Governor Mark Carney at the Bank of Canada from 2010 to 2012.

From 1990 to 2010, Mr. Hodgson held various positions in New York, London, Silicon Valley and Toronto with Goldman Sachs. From 2005 to 2010, he served as Chief Executive Officer of Goldman Sachs Canada with overall responsibilities for the firm’s operations, client relationships and regulatory matters in the region. Mr. Hodgson advised Goldman Sachs Capital Partners on its $1.5 billion acquisition of specialty television assets from Alliance Atlantis Communications Inc. in 2007 to form CanWest Media Works Inc., and served as a board member of CanWest Media Works Inc. following the acquisition. CanWest Media Works Inc. was subsequently acquired by Shaw Communications for $2.0 billion in 2010. Mr. Hodgson currently sits on the boards of PSP Investments where he chairs the Investment Committee which oversees net investments of $116.8 billion as at March 31, 2016, MEG Energy Corp., KGS-Alpha Capital Markets L.P., The Global Risk Institute, The Ivey School of Business and The Next36. Mr. Hodgson served on the board of Bridgepoint Health for 8 years until July 2014. Mr. Hodgson holds a Masters of Business Administration from The Richard Ivey School of Business at Western University and a Bachelor of Commerce from the University of Manitoba. He is a Chartered Accountant and a member of the Institute of Corporate Directors.

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Reza Satchu

President, CEO and Director
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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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Azim Jamal

Director
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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.

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Adam Jiwan

Director
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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
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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.

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Nadir Mohamed

Chairman (AMC) and Director
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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.

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Andy Moysiuk

Director
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Andy Moysiuk

Director

Andy Moysiuk is a Partner of Alignvest Management Corporation and serves on the Board of Directors and its various investment committees. Previously, he was a Director of AQX, where he played a role in the sourcing and evaluation of potential qualifying acquisitions. Prior to this, Mr. Moysiuk was the Managing Partner of HOOPP Capital Partners, through which HOOPP conducted its private equity and special situations investment business. HOOPP is Canada’s largest private trust, and among Canada’s largest pension plans with $70.4 billion in net assets as at December 31, 2016. Over a 14-year period, Mr. Moysiuk led the creation and development of a significant institutional private equity business and portfolio, which generated exceptional investment performance. Mr. Moysiuk built and led the senior team responsible for investments of approximately $4 billion, $1 billion of which was executed in direct investments, with the remainder invested in specialty partnerships and joint ventures with differentiated private equity and related strategies.

During his tenure, the HOOPP Capital Partners track record exceeded a 14% average annual return. The private investments in which HOOPP’s involvement was publicly disclosed included: Teranet, which is the Internet-enabled on-line land registry system in Ontario. HOOPP was an initial private equity investor at Teranet’s founding, remained the largest shareholder when the company was taken public on the TSX, and eventually sold its stake into a $2.0 billion take-over bid in 2008; and Ducati Motorcycle Company, initially an NYSE/Milan listed Italian sport motorcycle manufacturer, which was the subject of a deleveraging capital increase, taken private and eventually sold to Volkswagen/Audi Group in 2012 for US$1.1 billion.

Previously, Mr. Moysiuk was a Partner at KPMG LLP, a global professional services firm, and a founding Officer and Director in its affiliate through which the firm undertook its corporate finance advisory activities. Mr. Moysiuk is a member of the Supervisory Board of 17Capital, a global specialty private equity firm based in London, UK with offices in New York. He served for many years on the Investment Committee of the Pension Board for the United Church of Canada, a successful pension plan managing assets in excess of $1.3 billion. Mr. Moysiuk is a member of the Institute for Corporate Directors, and a graduate of the ICD-Rotman Directors Education Program. Mr. Moysiuk holds a Bachelor of Commerce from the University of Toronto and is a Chartered Accountant.

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Donald Walker

Director
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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

  • Donald Raymond
    Managing Partner and Chief Investment Officer
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    Donald Raymond

    Managing Partner and Chief Investment Officer

    Don Raymond is the Managing Partner and Chief Investment Officer at Alignvest Management Corporation. He is Chair of the Board of Trustees of Queen’s University and past Chair of its Investment Committee. Don is also an Adjunct Professor of Finance and Chair Emeritus of the International Centre for Pension Management, both at the University of Toronto’s Rotman School of Management. Don is also a member of the Investments and Risk Advisory Panel of the Monetary Authority of Singapore and serves on the Board of Directors of Great-West Lifeco Inc.

    Prior to joining Alignvest in 2014, Don was the Chief Investment Strategist for the $220 billion CPP Investment Board (CPPIB) where he devoted 12½ years of his career to helping build CPPIB into a leading global investment organization. Don built CPPIB’s Public Market Investments department from inception and was also its first Chief Investment Strategist. In this role, he chaired CPPIB’s Investment Planning Committee, responsible for overseeing the portfolio design and management of one of the fastest-growing pools of capital in the world. He was also the principal architect of CPPIB’s innovative Total Portfolio Approach, and was instrumental in the development of the United Nations’ Principles of Responsible Investing (UNPRI), as well as their adoption by CPPIB in 2005.

    Prior to joining CPPIB in 2001, Don worked for Goldman Sachs, first in Toronto as a top-ranked fixed-income strategist before moving into a global equity and fixed-income portfolio management role in New York. He began his investment career in the fixed-income derivatives department of Burns Fry, a predecessor of BMO Capital Markets. Prior to developing an interest in finance, Don worked for Schlumberger in China and trained as a pilot in the Canadian military. He holds a Ph.D. in Electrical Engineering from Queen’s University and a CFA charter.

  • 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
    Vice President, Finance
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    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.

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

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.

Sanjil-Shah1

Sanjil Shah

CFO and Corporate Secretary
Sanjil-Shah1

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).

Andre-Mousseau

Andre Mousseau

COO
Andre-Mousseau

Andre Mousseau

COO

Andre Mousseau is a Partner at Alignvest Private Capital. Previously, Mr. Mousseau also served as the Chief Operating Officer of AQX, where he was responsible for sourcing, evaluating, and executing the qualifying acquisition. Before joining Alignvest Private Capital, Mr. Mousseau was a Portfolio Manager in the Long Term Equities group at the Ontario Teachers’ Pension Plan. With $175.6 billion in net assets as of December 31, 2016, the Ontario Teachers’ Pension Plan is the largest single-profession pension plan in Canada. The Long Term Equities group focused on investments, both public and private, with steady cash flow and growth potential that can hold their value and act as a hedge against inflation. During Mr. Mousseau’s tenure, the Long Term Equities group made investments in Camelot Group plc, Impark Corp., Baybridge Seniors Housing and Aircastle Ltd. Prior to joining OTPP, Mr. Mousseau was a Principal at EdgeStone Capital Partners, one of Canada’s leading independent private equity managers. Mr. Mousseau joined EdgeStone as an Associate in 2006 and worked on a variety of successful investments, portfolio company initiatives and exits across multiple industries. Before EdgeStone Mr. Mousseau started his career in investment banking with CIBC World Markets and Genuity Capital Markets. Mr. Mousseau is a director of Edgewood Health Network, a portfolio investment of Alignvest. Previously, Mr. Mousseau served on the boards of Impark Corp., one of North America’s largest parking management providers, Premier Lotteries, OTPP’s holding company for lottery management investments, and Aurigen Reinsurance, a Bermuda-based life reinsurance provider focused on the reinsurance of life insurance policies of North American residents, and was an alternate board member of Camelot Group PLC, the operator of the UK National Lottery. Mr. Mousseau earned a Masters of Business Administration at the Richard Ivey School of Business at the University of Western Ontario where he graduated as an Ivey Scholar, and an undergraduate degree in Economics from McGill University.

Greg-Duggan

Greg Duggan

Senior Associate
Greg-Duggan

Greg Duggan

Senior Associate

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.

Tomas-Kwong

Tomas Kwong

Associate
Tomas-Kwong

Tomas Kwong

Associate

Tomas Kwong is an Associate at Alignvest Management Corporation. Prior to joining Alignvest, Mr. Kwong was an investment banking analyst at Credit Suisse in Toronto. As a generalist at Credit Suisse, he was responsible for evaluating and executing transactions across all industries. Prior to Credit Suisse, Mr. Kwong was a senior associate in Valuations at Deloitte Financial Advisory in Toronto.

Mr. Kwong earned an HBA from the Richard Ivey School of Business at Western University and holds a Chartered Accountant (CA) and Chartered Business Valuator (CBV) designation.

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Howard Ma

Associate
Howard Ma square crop high res

Howard Ma

Associate

Howard Ma is an Associate at Alignvest Management Corporation. Prior to joining Alignvest, Mr. Ma was an investment banking analyst at Barclays in Toronto, where he was involved in executing M&A and capital markets transactions across a wide range of sectors.

Mr. Ma earned an HBA from the Richard Ivey School of Business at Western University.

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Donald Raymond, PhD

Managing Partner and Chief Investment Officer
Don-Raymond-199x300-e1431614466896-200x200

Donald Raymond, PhD

Managing Partner and Chief Investment Officer

Don Raymond is the Managing Partner and Chief Investment Officer at Alignvest Management Corporation. He is Chair of the Board of Trustees of Queen’s University and past Chair of its Investment Committee. Don is also an Adjunct Professor of Finance and Chair Emeritus of the International Centre for Pension Management, both at the University of Toronto’s Rotman School of Management. Don is also a member of the Investments and Risk Advisory Panel of the Monetary Authority of Singapore and serves on the Board of Directors of Great-West Lifeco Inc.

Prior to joining Alignvest in 2014, Don was the Chief Investment Strategist for the $220 billion CPP Investment Board (CPPIB) where he devoted 12½ years of his career to helping build CPPIB into a leading global investment organization. Don built CPPIB’s Public Market Investments department from inception and was also its first Chief Investment Strategist. In this role, he chaired CPPIB’s Investment Planning Committee, responsible for overseeing the portfolio design and management of one of the fastest-growing pools of capital in the world. He was also the principal architect of CPPIB’s innovative Total Portfolio Approach, and was instrumental in the development of the United Nations’ Principles of Responsible Investing (UNPRI), as well as their adoption by CPPIB in 2005.

Prior to joining CPPIB in 2001, Don worked for Goldman Sachs, first in Toronto as a top-ranked fixed-income strategist before moving into a global equity and fixed-income portfolio management role in New York. He began his investment career in the fixed-income derivatives department of Burns Fry, a predecessor of BMO Capital Markets. Prior to developing an interest in finance, Don worked for Schlumberger in China and trained as a pilot in the Canadian military. He holds a Ph.D. in Electrical Engineering from Queen’s University and a CFA charter.

Marlene-Puffer

Marlene Puffer, PhD

CFA, Partner
Marlene-Puffer

Marlene Puffer, PhD

CFA, Partner

Marlene Puffer is a Partner of Alignvest Investment Management. Ms. Puffer has more than 25 years’ experience in investments, pensions and capital markets at world-class financial institutions and in academia. Prior to joining Alignvest, Ms. Puffer was a Chief Strategist at BCA Research, a global leader in independent macro investment strategy, and she was the President and Founder of Twist Financial, an independent firm providing investment strategy and advice for institutional investors, boards, unions, government agencies, and other market participants. Ms. Puffer also serves as Board Trustee and Chair of the Asset-Liability Management Committee at the Healthcare of Ontario Pension Plan (HOOPP).

Ms. Puffer’s previous experience includes roles as chief investment officer at NAV CANADA Pension Plan, in business development and fixed income portfolio management at PIMCO Canada and Legg Mason Canada, and in debt capital markets at BMO Capital Markets and as head of fixed income analytics at RBC Capital Markets. She began her career as Assistant Professor of finance at the Rotman School of Management at the University of Toronto.

Ms. Puffer holds a Ph.D. in Finance and Applied Statistics and a M.Sc. in Business Administration from the Simon Business School at the University of Rochester, and master’s and bachelor’s degrees in Economics from the University of Toronto. She holds a CFA charter and the ICD.D designation granted by the Institute of Corporate Directors.

Kerry-Stirton

Kerry Stirton

Partner
Kerry-Stirton

Kerry Stirton

Partner

Kerry Stirton is a Partner of 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 Head of Research at Tetrem Capital, and former 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.

Randy-Cohen1

Randolph Cohen, PhD

Partner
Randy-Cohen1

Randolph Cohen, PhD

Partner

Randy Cohen is a Partner at Alignvest Investment Management. Mr. Cohen also teaches finance and entrepreneurship in the MBA program at Harvard Business School, as well as Investments at the MIT Sloan School of Management. Mr. Cohen has helped to start and grow a number of investment management firms. He has also served as an actuarial consultant specializing in pension plan asset/liability management. He is a frequent speaker at investment conferences globally, such as the Sovereign Investor Institute and the Foundation and Endowment Asset Management conference.

Mr. Cohen is a highly respected researcher whose main focus is on the relationship between institutional investors and the stock market. He has published frequently cited articles on the ex-ante identification of outstanding investment managers and the prediction of security and asset-class performance. His work has been published in top academic journals including the Journal of Finance, Quarterly Journal of Economics and Journal of Financial Economics. His 2003 paper “The Value Spread” (with Christopher Polk and Tuomo Vuolteenaho) and his 2005 article “Judging Fund Managers by the Company They Keep” (with Joshua Coval and Lubos Pastor), were both nominated for the annual Smith-Breeden Prize for the best asset-pricing paper published in the Journal of Finance.

Mr. Cohen holds an AB in Mathematics from Harvard College and a PhD in Finance from the University of Chicago.

Amy-Baryshnik

Amy Baryshnik

Partner
Amy-Baryshnik

Amy Baryshnik

Partner

Amy Baryshnik is a Partner of Alignvest Investment Management at which she oversees strategy, business operations, and business development. Previously, Amy was the Chief Operating Officer of Alignvest Capital Management Inc. Before joining Alignvest Management Corporation in 2011, she invested in private debt and private equity at Apollo Investment Management (Nasdaq: AINV) in New York. Amy began her career in the Mergers & Acquisitions and Leveraged Finance departments of UBS Investment Bank in Los Angeles.

Amy earned an MBA with distinction from Harvard Business School and an HBA with distinction from the Richard Ivey School of Business at Western University. Amy serves on the Board of Unity Charity, is an executive officer of the Harvard Business School Club of Toronto, and was awarded the Women in Capital Markets Emerging Leaders Award in 2016.

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Dan Chinnick

Vice President, Investment Operations and Trading
Dan-Chinnick-e1431615206335

Dan Chinnick

Vice President, Investment Operations and Trading

Dan Chinnick is Vice President, Investment Operations and Trading at Alignvest Investment Management. Mr. Chinnick has more than 16 years of experience in treasury, capital markets and derivatives operations at both buy-side and sell-side institutions. Prior to joining Alignvest, he was Associate VP at TD Bank Group where he led a team responsible for transfer pricing $300 billion of loans, deposits and investments for the U.S. bank. Previously he was Deputy Head of Structured Products, Trading Desk Support at Bank of Montreal and he held senior operations roles in investment finance at the Canada Pension Plan Investment Board, and in equity derivatives at TD Securities.

Mr. Chinnick holds a B.A. in Economics from Western University, and has trained at the Queens University Leadership Program at the Queens School of Business and the Product Management Institute at the Schulich School of Business.

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Alex Katai

Head of IT
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Alex Katai

Head of IT

Alex Katai is Head of Information Technology at Alignvest Investment Management. Mr. Katai has more than 20 years of experience enabling businesses to gain a competitive advantage through technology. Prior to joining Alignvest, he was Senior Architect for the private cloud initiative at Ontario Teachers’ Pension Plan (OTPP). Prior to joining OTPP he was Head of Technology and Trading Infrastructure at Mapleridge Capital, a quantitative systematic alternative investment manager where he designed, built and ran the systematic trading and research infrastructure. He also held senior technology roles at CIBC Capital Markets and at various software development firms in financial services.

Mr. Katai holds a degree in Electrical Engineering from the Politehnica University Timișoara, Romania.

Athas-Kouvaras1

Athas Kouvaras

Director of Business Development
Athas-Kouvaras1

Athas Kouvaras

Director of Business Development

Mr. Kouvaras is a Director of Business Development at Alignvest Capital Management. He brings more than 13 years of experience in the investment industry to Alignvest with an emphasis on alternative investments. 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 Canada, 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 with wide-ranging responsibilities.

Mr. Kouvaras is a CAIA Charterholder and a member of the Chartered Alternative Investment Analyst Association.

Mary-Leger

Mary Leger

Business Development Associate
Mary-Leger

Mary Leger

Business Development Associate

Mary Leger is a Business Development Associate at Alignvest Investment Management. Since joining Alignvest Management Corporation in 2013, Ms.Leger has held various roles focusing on marketing, fund and investment operations, and administration.

Ms. Leger holds a Bachelor of Arts from Western University and the Canadian Securities Course from the Canadian Securities Institute.

Haosheng-Li

Haosheng Li

Analyst
Haosheng-Li

Haosheng Li

Analyst

Haosheng Li is an Analyst at Alignvest Investment Management. Mr. Li joined the team full-time in January 2017 following an internship in summer 2016. Prior to Alignvest, he had internships as a pension analyst with Morneau Shepell, as a data analyst at PwC Management Services LP, and as a business analyst in equities at Scotiabank.

Mr. Li holds a Master of Science in Mathematics in Finance from the Courant Institute of Mathematical Sciences at New York University and an Honors BSc in Applied Mathematics with high distinction from the University of Toronto.

Ally Cui

Ally Cui

Operations Analyst
Ally Cui

Ally Cui

Operations Analyst

Ally Cui is an Operations Analyst at Alignvest Investment Management and Alignvest Capital Management. Ms. Cui was previously an Investment Accountant at State Street Fund Services, where she focused on the NAV process for multi-class hedge funds.

Ms. Cui graduated from University of Toronto with a Bachelor of Commerce and has completed all examinations for the Certified General Accountant (CGA) designation.

Additional Team Members

  • CCO

    CCO
  • Sanjil Shah
    CFO
    Sanjil-Shah1

    Sanjil Shah

    CFO

    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).

  • 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.