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
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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.

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
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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 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.

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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).

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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.

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Andy Moysiuk

Partner
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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.

Razor-Suleman

Razor Suleman

Partner
Razor-Suleman

Razor Suleman

Partner

Razor Suleman is a Partner at Alignvest Management Corporation. Mr. Suleman is the founder, former Chief Executive Officer, board member and a substantial shareholder of Achievers, a Silicon Valley-headquartered leading provider of SaaS based rewards and recognition programs. Founded in Toronto with over 160 Toronto-based employees today; Achievers has a customer base of blue-chip enterprises including Rogers, Visa, CVS Pharmacy, BMO, Microsoft and Samsung. Achievers is used by millions of employees in 110 countries around the world. Achievers has raised over US$35 million in venture capital from leading firms including Sequoia Capital.

In 2014, PROFIT 500 listed Achievers as one of Canada’s fastest-growing companies; Achievers ranked 20th on the 2014 Deloitte Technology Fast 50™ in Canada list and was ranked one of the fastest growing technology companies in North America on the 2014 Deloitte Technology Fast 500™ with sales growth of nearly 727% over the last five years; and Achievers won Gold for “Best Advance in Rewards and Recognition Technology” in the 2014 Brandon Hall Excellence Awards.

Mr. Suleman graduated from Wilfrid Laurier University’s School of Business and MIT’s Entrepreneurial Masters Program and was an E&Y’s Entrepreneur of the Year in 2011.

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.

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Andrew Kennedy

Vice President
Andrew-Kennedy

Andrew Kennedy

Vice President

Andrew Kennedy is a Vice President at Alignvest Management Corporation. Before joining Alignvest, Mr. Kennedy was a Vice President in the Renewable Power Investment group at Brookfield Asset Management. Brookfield is a global alternative asset manager with over $200 billion in assets under management with a focus on property, renewable energy, infrastructure and private equity. The Renewable Power Investment group makes investments in renewable power generation assets for Brookfield’s private and public funds on a global basis. During his time at Brookfield, Mr. Kennedy was directly involved in sourcing and executing renewable power transactions in North America totalling $1.3 billion in value.

Prior to joining Brookfield, Mr. Kennedy was a Vice President at TD Securities Inc., a top-tier investment bank in Canada. Mr. Kennedy joined TD Securities as an Associate in 2005 and worked on a variety of successful mandates advising power and utility organizations on financings, acquisitions and divestitures with a total value of over $7 billion.

Mr. Kennedy earned a Masters of Business Administration at the Richard Ivey School of Business at the University of Western Ontario where he was on the Dean’s Honor List and an undergraduate degree in computer science from the University of Western Ontario.

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Celia Chan

Vice President, Finance
Celia-Chan

Celia Chan

Vice President, Finance

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

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

CC Shaver

CC Shaver

Controller
CC Shaver

CC Shaver

Controller

CC Shaver is the Controller at Alignvest Management Corporation. Prior to joining Alignvest, Ms. Shaver was a VP of Reporting at XL Group Investments, Ltd. in Bermuda, where she was responsible for investment reporting and performance measurement.

Ms. Shaver is a CPA, CA and CFA and holds a Bachelor of Commerce from the University of British Columbia.

Joe-Banwait

Joe Banwait

Director, Compliance
Joe-Banwait

Joe Banwait

Director, Compliance

Joe Jatinder Banwait is the Director of Compliance for Alignvest Management Corporation. He is registered as the Chief Compliance Officer for Alignvest Capital Management and Alignvest Investment Management. Mr. Banwait has previously managed the compliance and operations functions at firms such as Timbercreek Asset Management (AUM $5.2 billion), Sionna Investment Managers (AUM $4.5 billion), Robert Evans Investment Counsel (AUM $750 million) and the risk and governance programs at State Street Bank & Trust Canada. Mr. Banwait has held senior compliance positions for various Canadian and U.S. entities and is a board member of the National Compliance of Compliance Professionals (NCSP) in the U.S.

Mr. Banwait holds a Bachelor of Commerce degree from the University of Toronto along with a CPA, CMA designation.

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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.

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Josh Kochen

Associate
Josh-Kochen1

Josh Kochen

Associate

Josh Kochen is an Associate at Alignvest Management Corporation. Prior to joining Alignvest, Mr. Kochen was an Associate in the Mergers & Acquisitions group at RBC Capital Markets in Toronto where he spent four years. At RBC he was responsible for the evaluation and execution of transactions across a wide range of industries.

Mr. Kochen earned an Honors Business Administration from the Richard Ivey School of Business at the University of Western Ontario where he graduated on the Dean’s Honors List with distinction.

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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.

Joe-Banwait

Joe Banwait

Chief Compliance Officer
Joe-Banwait

Joe Banwait

Chief Compliance Officer

Joe Jatinder Banwait is the Director of Compliance for Alignvest Management Corporation. He is registered as the Chief Compliance Officer for Alignvest Capital Management and Alignvest Investment Management. Mr. Banwait has previously managed the compliance and operations functions at firms such as Timbercreek Asset Management (AUM $5.2 billion), Sionna Investment Managers (AUM $4.5 billion), Robert Evans Investment Counsel (AUM $750 million) and the risk and governance programs at State Street Bank & Trust Canada. Mr. Banwait has held senior compliance positions for various Canadian and U.S. entities and is a board member of the National Compliance of Compliance Professionals (NCSP) in the U.S.

Mr. Banwait holds a Bachelor of Commerce degree from the University of Toronto along with a CPA, CMA designation.

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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).

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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.

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Nicholas Tata

Operations Manager
Nicholas-Tata

Nicholas Tata

Operations Manager

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.

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Rob McLay

Analyst
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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.

Ally Cui

Ally Cui

Operations Analyst
Ally Cui

Ally Cui

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.

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.

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Sanjil Shah

CFO and Partner
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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
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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.

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Andrew Kennedy

Vice President
Andrew-Kennedy

Andrew Kennedy

Vice President

Andrew Kennedy is a Vice President at Alignvest Management Corporation. Before joining Alignvest, Mr. Kennedy was a Vice President in the Renewable Power Investment group at Brookfield Asset Management. Brookfield is a global alternative asset manager with over $200 billion in assets under management with a focus on property, renewable energy, infrastructure and private equity. The Renewable Power Investment group makes investments in renewable power generation assets for Brookfield’s private and public funds on a global basis. During his time at Brookfield, Mr. Kennedy was directly involved in sourcing and executing renewable power transactions in North America totalling $1.3 billion in value.

Prior to joining Brookfield, Mr. Kennedy was a Vice President at TD Securities Inc., a top-tier investment bank in Canada. Mr. Kennedy joined TD Securities as an Associate in 2005 and worked on a variety of successful mandates advising power and utility organizations on financings, acquisitions and divestitures with a total value of over $7 billion.

Mr. Kennedy earned a Masters of Business Administration at the Richard Ivey School of Business at the University of Western Ontario where he was on the Dean’s Honor List and an undergraduate degree in computer science from the University of Western Ontario.

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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.

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Josh Kochen

Associate
Josh-Kochen1

Josh Kochen

Associate

Josh Kochen is an Associate at Alignvest Management Corporation. Prior to joining Alignvest, Mr. Kochen was an Associate in the Mergers & Acquisitions group at RBC Capital Markets in Toronto where he spent four years. At RBC he was responsible for the evaluation and execution of transactions across a wide range of industries.

Mr. Kochen earned an Honors Business Administration from the Richard Ivey School of Business at the University of Western Ontario where he graduated on the Dean’s Honors List with distinction.

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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
    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.

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, The Edgewood Health Network Inc.
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Joe Manget

Chairman, 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.

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Chris Dawson

Chief Executive Officer, The Edgewood Health Network Inc.
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Chris Dawson

Chief Executive Officer, The Edgewood Health Network Inc.

Chris Dawson is the Chief Executive Officer of the Edgewood Health Network Inc. (EHN). Mr. Dawson has significant experience in the Mental Health and Addiction sector, having served as Executive Vice President of the Homewood Corporation. While at Homewood, Mr. Dawson managed the acquisition of Human Solutions, the second largest EAP/Outpatient provider in Canada, transforming Homewood’s presence on a national basis. During Mr. Dawson’s tenure, Homewood shareholder’s realized at 75% appreciation in value, culminating in a sale to private investors in 2011.

Prior to Homewood, Mr. Dawson was a Partner at Bain & Company, a leading worldwide Strategy Consulting Firm. At Bain, Mr. Dawson focused on the Health Care, Retail and Financial Services industries, leading engagements across North America and Europe. Before Bain, Mr. Dawson was Senior Vice President of Strategy and Business Development at Shoppers Drug Mart, the largest Drug Retail Chain in Canada.

Mr. Dawson earned an MBA from the Schulich School of Business at York University and an undergraduate degree in Commerce from McMaster University.

Board of Directors

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Timothy Hodgson

Chairman and Director
Tim-Hodgson 2

Timothy Hodgson

Chairman and Director

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.

Reza-Satchu

Reza Satchu

President and CEO and Director
Reza-Satchu

Reza Satchu

President and CEO and Director

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.

Bonnie-Brooks

Bonnie Brooks

Director
Bonnie-Brooks

Bonnie Brooks

Director

Bonnie Brooks was appointed Vice Chairman of Hudson’s Bay Company in February 2014. Prior to her current role, Ms. Brooks was President of Hudson’s Bay Company, since 2012, heading up Hudson’s Bay and Lord and Taylor USA; and she was Chief Executive Officer and President from 2008 to 2012 of Hudson’s Bay. During these years, she led the company’s successful turnaround, resulting in the initial public offering in 2012. Hudson’s Bay Company is the world’s oldest continuously operating company, which owns and operates Saks Fifth Avenue, Saks Off Fifth discount stores, and Lord and Taylor in the United States; and Hudson’s Bay department stores and Home Outfitters, in Canada. Hudson’s Bay Company employs over 44,000 people and is listed on the TSX with a current enterprise value in excess of $7.5 billion. Prior to joining Hudson’s Bay Company in 2008, she spearheaded the revitalization of another iconic retailer, Asia’s Lane Crawford. Ms. Brooks was based in Hong Kong from 1997 to 2008, and was responsible for both the franchise and the retail businesses as President of the Lane Crawford Joyce Group from 2002 to 2008.

Ms. Brooks was named one of the Top 25 Retailers Worldwide by UK’s Monocle Magazine; and was recognized by Fast Company Magazine USA, as one of the world’s “100 Most Creative People in Business”. Ms. Brooks was the Parsons School of Design Honoree in 2013, in New York City, and also that same year received the Queen’s Diamond Jubilee Medal, awarded personally by Canada’s Prime Minister Stephen Harper for philanthropy. In 2014, she was appointed as one of sixteen members to the Finance Minister of Canada’s “Economic Advisory Council” by the Honorable Joe Oliver, and continues to serve on that board. In both 2013 and 2014, Ms. Brooks was named by Canadian Business Magazine, as one of the “50 Most Powerful Business People in Canada”. Ms. Brooks is currently Chairman of the Board of Trustees of the Royal Ontario Museum, appointed by the Premier of Ontario in 2013.

Ms. Brooks has been, and is currently, a director for Empire Company Limited (Sobey’s) since 2011; a Trustee (board member) for RioCan Real Estate Investment Trust since 2012; a Director of Abercrombie and Fitch (USA/Global) since 2014, and a Director of Rogers Communications Inc. since 2015.

Ms. Brooks holds a Masters of Business Administration from the University of Western Ontario, and two honorary Doctorate Degrees (LLD from Guelph University and DCL from St. Mary’s University, Halifax).

Vince-Hemmer

Vince Hemmer

Director
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Vince Hemmer

Director

Vince Hemmer is the founder and Managing Director of Silver Pine Partners. Previously, 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, which was listed on the NYSE, Synagro Technologies, 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 currently serves as Chairman of the National Board of Directors for the U.S. Fund for UNICEF.

Mr. Hemmer holds an MBA 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.

Adam-Jiwan

Adam Jiwan

Director
Adam-Jiwan

Adam Jiwan

Director

Adam Jiwan is co-founder and co-Managing Partner of Ridge Road Partners LLC, which hold control or significant influence positions in a handful of private businesses in the United States, Europe and Africa. Previously, Mr. Jiwan was a Partner of TPG-Axon Capital Management, 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, 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 Tiger Global, KKR and Peter Thiel. Forbes recently ranked Avant Credit as the 6th most promising company in America.

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 has served as a co-Chair of his Class’s Leadership Gift Committee.

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Nadir Mohamed

Director
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Nadir Mohamed

Director

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 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 CA and FCA designation.

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Andy Moysiuk

Director
Andy-Moysiuk1

Andy Moysiuk

Director

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, Chartered Accountant.

Razor-Suleman

Razor Suleman

Director
Razor-Suleman

Razor Suleman

Director

Razor Suleman is a Partner at Alignvest Management Corporation. Mr. Suleman is the founder, former Chief Executive Officer, board member and a substantial shareholder of Achievers, a Silicon Valley-headquartered leading provider of SaaS based rewards and recognition programs. Founded in Toronto with over 160 Toronto-based employees today; Achievers has a customer base of blue-chip enterprises including Rogers, Visa, CVS Pharmacy, BMO, Microsoft and Samsung. Achievers is used by millions of employees in 110 countries around the world. Achievers has raised over US$35 million in venture capital from leading firms including Sequoia Capital.

In 2014, PROFIT 500 listed Achievers as one of Canada’s fastest-growing companies; Achievers ranked 20th on the 2014 Deloitte Technology Fast 50™ in Canada list and was ranked one of the fastest growing technology companies in North America on the 2014 Deloitte Technology Fast 500™ with sales growth of nearly 727% over the last five years; and Achievers won Gold for “Best Advance in Rewards and Recognition Technology” in the 2014 Brandon Hall Excellence Awards.

Mr. Suleman graduated from Wilfrid Laurier University’s School of Business and MIT’s Entrepreneurial Masters Program and was an E&Y’s Entrepreneur of the Year in 2011.

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Donald Walker

Director
Don-Walker

Donald Walker

Director

Donald Walker is currently the Chief Executive Officer of Magna International, the TSX and NYSE-listed global automotive supplier with 316 manufacturing operations and 87 product development, engineering and sales centers in 29 countries. Magna International currently has approximately 133,000 employees and generated sales in 2014 of US$36.6 billion with a current enterprise value in excess of $25 billion. Magna International was recently 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 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.

    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.

  • 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.

  • 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
    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.

Management Team

Reza-Satchu

Reza Satchu

President and CEO and Director
Reza-Satchu

Reza Satchu

President and CEO and Director

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.

Tim-Hodgson 2

Timothy Hodgson

Chairman and Director
Tim-Hodgson 2

Timothy Hodgson

Chairman and Director

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
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 Chartered 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. 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.

Andrew-Kennedy

Andrew Kennedy

Vice President
Andrew-Kennedy

Andrew Kennedy

Vice President

Andrew Kennedy is a Vice President at Alignvest Management Corporation. Before joining Alignvest, Mr. Kennedy was a Vice President in the Renewable Power Investment group at Brookfield Asset Management. Brookfield is a global alternative asset manager with over $200 billion in assets under management with a focus on property, renewable energy, infrastructure and private equity. The Renewable Power Investment group makes investments in renewable power generation assets for Brookfield’s private and public funds on a global basis. During his time at Brookfield, Mr. Kennedy was directly involved in sourcing and executing renewable power transactions in North America totalling $1.3 billion in value.

Prior to joining Brookfield, Mr. Kennedy was a Vice President at TD Securities Inc., a top-tier investment bank in Canada. Mr. Kennedy joined TD Securities as an Associate in 2005 and worked on a variety of successful mandates advising power and utility organizations on financings, acquisitions and divestitures with a total value of over $7 billion.

Mr. Kennedy earned a Masters of Business Administration at the Richard Ivey School of Business at the University of Western Ontario where he was on the Dean’s Honor List and an undergraduate degree in computer science from the University of Western Ontario.

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.

Josh-Kochen1

Josh Kochen

Associate
Josh-Kochen1

Josh Kochen

Associate

Josh Kochen is an Associate at Alignvest Management Corporation. Prior to joining Alignvest, Mr. Kochen was an Associate in the Mergers & Acquisitions group at RBC Capital Markets in Toronto where he spent four years. At RBC he was responsible for the evaluation and execution of transactions across a wide range of industries.

Mr. Kochen earned an Honors Business Administration from the Richard Ivey School of Business at the University of Western Ontario where he graduated on the Dean’s Honors List with distinction.

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.

Don-Raymond-199x300-e1431614466896-200x200

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.

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

Vice President, Corporate Strategy and Development
Amy-Baryshnik

Amy Baryshnik

Vice President, Corporate Strategy and Development

Amy Baryshnik is Vice President, Corporate Strategy and Development, at Alignvest Investment Management. Ms. Baryshnik was previously the Chief Operating Officer at Alignvest Capital Management Inc. Before joining Alignvest Management Corporation in 2011, she was an Associate at Apollo Investment Management (Nasdaq: AINV) in New York at which she focused on private debt and private equity investments. She began her career in Mergers & Acquisitions and Leveraged Finance at UBS Investment Bank in Los Angeles.

Ms. Baryshnik earned an MBA with distinction from Harvard Business School and an HBA with distinction from the Richard Ivey School of Business at Western University. She is an Executive Officer of the Harvard Business School Club of Toronto, a board member of Unity Charity, and is a recipient of the Women in Capital Markets emerging leaders award.

Sudharshan-e1431615180838

Sudharshan Sathiyamoorthy, PhD

Vice President
Sudharshan-e1431615180838

Sudharshan Sathiyamoorthy, PhD

Vice President

Sudharshan Sathiyamoorthy is a Vice President at Alignvest Investment Management. He was previously an Associate Portfolio Manager at the Canada Pension Plan Investment Board, where he led the search, approval and monitoring process for alternative investment managers with a focus on commodity, reinsurance and global macro managers. He played a similar role at a prominent fund of funds management firm where he also helped to develop proprietary risk analytics. His background includes a rotation through investment banking, equity research and trading at RBC Capital Markets, and post-doctoral research in Oceanography at the Woods Hole Oceanographic Institution.

Mr. Sathiyamoorthy holds an MBA from the Richard Ivey School of Business at the University of Western Ontario, a Ph.D. in Physics and a B.Sc. in Math and Physics (high distinction) both from the University of Toronto and has pursued graduate study in Meteorology at MIT.

Dan-Chinnick-e1431615206335

Dan Chinnick

Head of Operations
Dan-Chinnick-e1431615206335

Dan Chinnick

Head of Operations

Dan Chinnick is Head of Operations 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.

Alex-e1431615218615

Alex Katai

Head of IT
Alex-e1431615218615

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.

Josee-Pelletier

Josée Pelletier

Vice President, Business Development
Josee-Pelletier

Josée Pelletier

Vice President, Business Development

Josée Pelletier is Vice President, Business Development, at Alignvest Investment Management. She brings more than 20 years of a proven track record in sales, business development and relationship management roles in the Canadian institutional and retail marketplaces. Prior to joining Alignvest, she was Vice President at Foyston, Gordon & Payne, where she was responsible for the sales and marketing of investment management services to pension funds, foundations, endowments, corporations, sub-advisory channels and consultants. Previously she was consultant, Investment Community Corporate Relations for Strategic Product Partners Inc., where she was an integral member of the Strategic Sales business unit working in partnership with manufacturers of alternative and structured investment products. She has been Director, Corporate Relationships at Spectrum Investments and National Account Manager at Global Strategy Financial Inc. Ms. Pelletier started her career in the investment industry as a financial advisor at The Investors Group Inc. and previously, she was Executive Director at L. LePage Organization, an executive education and translation company.

Ms. Pelletier holds a Bachelor of Arts, Education, ESL from Université Laval.

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.

Mary-Leger

Mary Leger

Operations Administrator
Mary-Leger

Mary Leger

Operations Administrator

Mary Leger is Operations Administrator at Alignvest Investment Management. Ms. Leger was previously the Front Office Administrator at Alignvest Management Corporation, which she joined in 2013.

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

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

  • Joe Banwait
    CCO
    Joe-Banwait

    Joe Banwait

    CCO

    Joe Jatinder Banwait is the Director of Compliance for Alignvest Management Corporation. He is registered as the Chief Compliance Officer for Alignvest Capital Management and Alignvest Investment Management. Mr. Banwait has previously managed the compliance and operations functions at firms such as Timbercreek Asset Management (AUM $5.2 billion), Sionna Investment Managers (AUM $4.5 billion), Robert Evans Investment Counsel (AUM $750 million) and the risk and governance programs at State Street Bank & Trust Canada. Mr. Banwait has held senior compliance positions for various Canadian and U.S. entities and is a board member of the National Compliance of Compliance Professionals (NCSP) in the U.S.

    Mr. Banwait holds a Bachelor of Commerce degree from the University of Toronto along with a CPA, CMA designation.

  • 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.