Partners
Advisory Board
- Chair (2012 - 2014 and 2017 - present) - Anish Chopra, Managing Director, Portfolio Management Corporation
- Dan Lavric, Portfolio Manager, Core Fixed Income, Addenda Capital
- Daniel Cheng, Chief Financial Officer, Clairvest Group Inc.
- David Lee, Senior Principal, Investment Management Corporation of Ontario (IMCO)
- Ian Gutwinski, Former Principal, Onex Corporation
- Jeffrey Stacey, Founding Partner, Stacey Muirhead Capital Management
- Michael Williams, Portfolio Manager, Independent Accountants' Investment Counsel Inc.
- Blake Phillips, Director, School of Accounting and Finance, University of Waterloo
- Alan Douglas, Associate Professor, School of Accounting and Finance, University of Waterloo
- Ranjini Jha, Professor, School of Accounting and Finance, University of Waterloo
Past Chairs
- (2014 - 2017) - John Gort, Senior Vice-President and Chief Financial Officer, InstarAGF Asset Management Inc.
Past Board Members
- (2012-2018) - Aazar Zafar, Portfolio Manager, Strategic Relationships, OP Trust
- (2012-2022) - Dennis Huber, Vice-President Administration and Finance, University of Waterloo
Industry Mentors
- Derek Au, Associate Portfolio Manager, Asian Equities, RBC Global Asset Management
- Wendy Cai, Associate, Active Fundamental Equities, CPPIB
- Arthur Chan, Investment Banking Associate, CIBC Capital Markets
- Roy Chau, Investment Banking Analyst, Barclays investment Bank
- Hamza Yasin Chaudhry, Investment Analyst, DIF Capital Partners
- Sophia Chen, Private Equity Associate, Brookfield Asset Management
- Nick Gill, Senior Portfolio Manager, Investment Analytics Insights, CPP Investment Board
- John Eli Guttmann, Analyst, Investment Banking, Mergers and Acquisitions, BMO Capital Markets
- Aly Hadibhai, Managing Director, ONCAP Managing Partners
- Evelyn Huang, Associate, Blackstone
- Kevin Huynh, Vice President, Investments, Oxford Properties Group
- Bojan Joncevski, Associate, Investment Banking, BMO Capital Markets
- Jason Kuo, Senior Portfolio Manager, CPPIB
- Simon Kwan, Partner, Glen Union Partners
- Howard Leung, Investment Analyst, Veritas Investment Research
- Chi Liu, Vice President, Investment Banking, Bloom Burton
- David Middleton, Principal, Middleton Family Office
- Krishna Murali, Senior Director, DTC Strategy, Discovery
- Raj Patel, Private Equity Associate, Imperial Capital Ltd.
- Nitish Sharma, Associate Vice President, InstarAGF Asset Management Inc.
- Milenko Sijklovan, Vice President, Investment Banking, Goldman Sachs, Chicago
- Alex Vegh, Associate, Investment Banking, TD Securities
- Anqi Wang, Director, Finance, Wrapbook
- Helena Wang, Principal Americas Leveraged Finance, CPPIB
- Michael Wang, Principal, High Conviction Equities, Ontario Teachers' Pension Plan
- Michael Weng, Senior Associate, CPPIB
- Xinxin Zhang, Tech MA and Corporate Development, Communications Media, Constellation Software Inc.
- Brendan Mick, Financial Analyst, Capital One
- Mitchell Ho, Private Equity Analyst, Brookfield Asset Management
Former Industry Mentors
- Derek Chu, Associate Director, Investment Banking, Scotiabank, Global Investment Banking
- Connor Kingston, Chief Financial Officer, Onyx Group of Companies
- Jacky Lam, Associate, Omers Private Equity
- Bin Li, Principal, Sagard Holdings
- Michael Liu, Strategic Finance Manager, PAX Labs, Inc.
- Jonathan Sue, Principal, Ontario Teachers' Private Capital
- Ray Wan, Associate, ARCM Hong Kong