Toronto, Ontario, Canada
I am an experienced business partner, influencer and leader with proven ability to successfully contribute to the strategic direction of a business while building strong relationships across all levels of an organization. I thrive on bringing energy, creativity and innovative thinking to drive results. In my current role at Stack Capital Group I focus on investing in leading companies that are growth/late stage companies. Sectors that we are focused on include SAAS, mobile, robotics, AI, travel/leisure, space, cybersecurity, crypto, etc. Completed a program to graduate with a Business Degree from the Richard Ivey School of Business in four years. Maintains the Chartered Financial Analyst designation. After graduating worked in the hedge fund industry as a portfolio manager for 10+ years. Co-managed three North American mandates focusing on equity long/short, concentrated best ideas and high yield credit fund. Skills & Experience: equity long-short / high yield credit investing / private capital / capital raising (equity) / portfolio management / board of directors / investor relations / IPO preparation / corporate governance / financial planning & analysis / financial modelling / due diligence / public company financial reporting (IFRS and US GAAP), internal controls, taxation, consolidation, budgeting / cash flows, investor and board reporting / risk management / building and managing teams.
Investing in some of the world's most innovative and disruptive growth and late-stage pre-IPO companies. Stack Capital Group is a publicly listed entity on the TSX that looks for disruptive growth and late stage businesses primarily in Canada and the US to invest in. Our current portfolio includes exposure to: Locus Robotics 🤖 I SpaceX 🚀 I Prove Identity 🔒 I Newfront Insurance 💼 I Omio 🚉 I Hopper ✈️ I Shield AI ✈️ I Varo 💵 I Bolt Financial ⚡ By Investing in Stack Capital Group, investors gain exposure to disruptive pre-IPO companies that are very difficult access. Additionally since Stack Capital Group is publicly traded, investors are not locked up for long time periods and can allocate holdings to registered accounts. If you're looking for more information please visit - www.stackcapitalgroup.com or reach out to [email protected] (STCK I STCK.WT) #democratize #preipo #unicorn #innovation #disruptors #privateequity #growth