Alex O'Hara
Portefeuillebeheerder-Aandelen bij Edgepoint Investment Group, Inc.
Oorsprong van het eerstegraads netwerk van Alex O'Hara
Entiteit | Type entiteit | Industrie | |
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Wilfrid Laurier University
43
| College/University | Other Consumer Services | 43 |
Edgepoint Investment Group, Inc.
Edgepoint Investment Group, Inc. Investment ManagersFinance EdgePoint Investment Group, Inc. (EdgePoint) is an independent investment manager headquartered in Toronto, Canada. The firm was founded in 2008 by Tye Bousada, Geoff MacDonald, and Patrick Farmer. EdgePoint offers discretionary investment management services to institutions (foundations, pension portfolios, etc.) through separately managed accounts.
17
| Private Company | Investment Managers | 17 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Alex O'Hara via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board Investment ManagersFinance The Ontario Teachers' Pension Plan Board (OTPPB) is the Province of Ontario’s pension fund manager headquartered in Toronto, Canada. Founded in 1990, OTPPB administers a defined benefit pension plan to active and retired teachers in Ontario. The firm manages investment portfolio for the benefit of present and future plan members and their survivors. OTPPB is a signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Corporate Officer/Principal Chairman Corporate Officer/Principal Portfolio Manager-Equities | |
TD Asset Management, Inc.
TD Asset Management, Inc. Investment ManagersFinance TD Asset Management, Inc. (TDAM) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of the Toronto-Dominion Bank (NYSE: TD), a Canadian chartered bank regulated by the Office of the Superintendent of Financial Institutions. Founded in 1987, TDAM provides discretionary investment management services to corporations, investment companies, pension funds/plans, endowments and foundations. | Investment Managers | Portfolio Manager-Equities | |
Cormark Securities, Inc.
Cormark Securities, Inc. Investment Banks/BrokersFinance Cormark Securities Inc. (Cormark) is an independent investment dealer headquartered in Toronto, Canada with additional office in Calgary. The firm was founded in 1981 as Sprott Securities, Inc. Cormark Securities provides execution and comprehensive coverage of Canadian listed companies to domestic and international institutional investors. They focus on Canadian-listed, mid-cap and emerging growth companies. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
Jarislowsky, Fraser Ltd.
Jarislowsky, Fraser Ltd. Investment ManagersFinance Jarislowsky Fraser Ltd. (JFL) is a Canadian investment counsel firm headquartered Montréal, Quebec. The firm was founded by Stephen Jarislowsky in 1955 and was acquired in 2018 by The Bank of Nova Scoatia (NYSE, TSX: BNS). JFL manages pension funds, endowment funds, corporate and private portfolios for clients in North America and overseas. They manage investments on behalf of governments, corporations, universities, labor unions, and high net worth individuals. | Investment Managers | Analyst-Equity Analyst-Equity | |
Invesco Canada Ltd.
Invesco Canada Ltd. Investment ManagersFinance Invesco Canada Ltd. is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1981 and formerly known as Invesco Trimark Ltd. and as AIM Funds Management, Inc. They are a subsidiary of Invesco Ltd. (NYSE: IVZ) in the US. Invesco Canada primarily provides investment advice to the Canadian Funds. In addition, the firm provides investment advice to investment companies, charitable organizations, pension plans, endowments, charities and corporations, banks, pooled investment vehicles, provincial or municipal government entities and insurance companies. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity | |
BMO Capital Markets Corp. (Canada)
BMO Capital Markets Corp. (Canada) Investment Banks/BrokersFinance BMO Capital Markets Corp. (Canada) (BMO Capital Markets-Canada) is the Canadian brokerage arm of BMO Capital Markets Corp., a full-service financial services provider in the US. The firm was founded in 1817 and is a subsidiary of BMO Asset Management, Inc., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. Headquartered in Toronto, BMO Capital Markets-Canada provides full-service, institutional brokerage services to corporate, institutional and government clients around the world. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
CYMBRIA CORPORATION | Investment Trusts/Mutual Funds | Chairman Chief Executive Officer Chief Executive Officer | |
Edgepoint Investment Management, Inc.
Edgepoint Investment Management, Inc. Investment ManagersFinance Edgepoint Investment Management, Inc. operates as an investment manager. It offers trading and investment services. The firm's portfolio companies include PrairieSky Royalty Ltd., CES Energy Solutions Corp., Granite Real Estate Investment Trust, Constellation Software Inc., and Power Corp. of Canada. The company is headquartered in Toronto, Canada. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Chief Investment Officer Corporate Officer/Principal | |
EdgePoint Global Portfolio | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
EdgePoint Canadian Portfolio | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
EdgePoint Global Growth & Income Portfolio | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
CI Investments, Inc.
CI Investments, Inc. Investment ManagersFinance CI Investments, Inc. is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1965 as CI Mutual Funds, Inc. and adopted the name CI Investments in June 2005 to reflect its diverse line-up of investment options, including mutual funds, segregated funds, asset allocation programs, structured products and other alternative investments. They are a subsidiary of CI Financial Corp. (TSX: CIX). CI Investments manages money on behalf of Canadian investors and provide them with an increasingly comprehensive Canadian, global and industry funds. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
Burgundy Asset Management Ltd.
Burgundy Asset Management Ltd. Investment ManagersFinance Burgundy Asset Management Ltd. (Burgundy) is a Canadian fund management firm headquartered in Toronto, Ontario. The firm was founded in 1990 and is a direct subsidiary of Laucam Holdings Ltd. Burgundy offers discretionary investment management services to institutions (foundations, endowments and pension funds) and private individuals through separately managed accounts and commingled funds. | Investment Managers | Analyst-Fixed Income Analyst-Equity Analyst-Equity | |
National Bank Financial, Inc. (Broker)
National Bank Financial, Inc. (Broker) Investment Banks/BrokersFinance National Bank Financial, Inc. (Broker) (NBF-Broker) is the broker/dealer division of National Bank Financial, Inc., a Canadian mutual fund manager headquartered in Montréal, Quebec. The firm was founded in 1902 and is a direct subsidiary of National Bank Acquisition Holding, Inc., ultimately owned by National Bank of Canada (TSX: NA). NBF-Broker provides retail advisory and brokerage services with institutional brokerage, investment banking, corporate finance and securities clearing services for third parties. The firm has a substantial presence in all regions of Canada, as well as operations in the US and Europe. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Credit Suisse Securities (Canada), Inc
Credit Suisse Securities (Canada), Inc Investment Banks/BrokersFinance Credit Suisse Securities (Canada) Inc. is a broker/dealer headquartered in Toronto, Ontario with offices worldwide. The firm is a subsidiary of Credit Suisse Group (NYSE: CS). Their equity research equity group engages in a broad range of activities for investors including sales, trading, financing, prime brokerage and market-making in U.S. and international equity and equity related securities, options, futures, risk management and hedging products. Their activities cover both exchange-traded and over-the-counter traded securities, including American depositary receipts, restricted stocks, equity repurchases, block trade executions, program trading executions, equity derivatives and convertible securities. The fixed-income franchise operates as a single, unified platform that handles all fixed-income cash and derivative products. Products and services range from securitization and liability management transactions to sales and trading and superior research. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
KJ Harrison & Partners, Inc.
KJ Harrison & Partners, Inc. Investment ManagersFinance KJ Harrison & Partners, Inc. (KJH) is an investment management firm headquartered in Toronto, Canada. The firm was founded by K. James Harrison in 2001 and is a wholly owned subsidiary of Harrison & Partners Holdings, Inc. KJH offers investment advisory services to select individuals and families. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
Echelon General Insurance Co.
Echelon General Insurance Co. Property/Casualty InsuranceFinance Echelon General Insurance Co. provides property and casualty insurance services. The firm offers auto insurance products, such as collector vehicle/antique car, recreational vehicle, motor home, trailer, motorcycle, ATV and snowmobile, non-standard and commercial automobile insurance products. The company is headquartered in Mississauga, Canada. | Property/Casualty Insurance | Director/Board Member Director/Board Member | |
McGill University | College/University | Undergraduate Degree | |
Georgia Institute of Technology | College/University | Graduate Degree | |
BCA Research, Inc.
BCA Research, Inc. Investment ManagersFinance Founded in 1949 by Hamilton Bolton, BCA Research is an independent global investment research firm headquartered in Montreal, Quebec. The firm provides comprehensive coverage of all major financial asset classes on a global basis. They employ a consistent approach across all areas of their services by utilizing economic, liquidity, performance and valuation trends. BCA Research's methodology is based on an understanding of the macroeconomic environment and the identification of key investment themes. BCA Research provides global coverage of equities, currencies, commodities/energy, fixed-income, asset allocation and unique trading ideas. | Investment Managers | Analyst-Equity | |
University of Toronto | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
University of Western Ontario | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
McMaster University | College/University | Undergraduate Degree Graduate Degree | |
Washburn University | College/University | Undergraduate Degree | |
Carleton University | College/University | Undergraduate Degree | |
ICPEI HOLDINGS INC. | Property/Casualty Insurance | Director/Board Member Director/Board Member | |
Pender Private Equity Fund Management, Inc.
Pender Private Equity Fund Management, Inc. Investment ManagersFinance Pender Private Equity Fund Management Inc (Pender Ventures) is a venture capital subsidiary of PenderFund Capital Management Ltd founded in 1994 by John Kelly Edmison. The firm is headquartered in Vancouver, Canada with an office in Ontario. | Investment Managers | Private Equity Investor | |
Turtle Creek Asset Management, Inc.
Turtle Creek Asset Management, Inc. Investment ManagersFinance Turtle Creek Asset Management, Inc. (Turtle Creek) is an investment management firm headquartered in Toronto, Canada. The firm was founded in 1998 and is a subsidiary of Tortoise Stream Investments Ltd.. Turtle Creek focuses on long-term capital growth for a clientele of high-net worth individuals, families and institutions. | Investment Managers | Analyst-Equity Analyst-Equity | |
Canoe Financial LP
Canoe Financial LP Investment ManagersFinance Canoe Financial LP (Canoe) is an independent, Canadian mutual fund manager headquartered in Calgary, Alberta. The firm was founded by Michael Chernoff in 2008. Canoe offers a variety of mutual fund and closed-end investment products that are designed to build wealth for Canadian investors. | Investment Managers | Analyst-Equity | |
Research Capital Corp.
Research Capital Corp. Investment ManagersFinance Research Capital Corp. is an independent, fully integrated national investment dealer headquartered in Toronto, Canada. The firm was founded in 2010 as Mackie Research Capital Corp. until 2021. Research Capital offers a complete range of capital markets and wealth management services to private clients, institutions and growth companies with offices across Canada. | Investment Managers | Analyst-Equity | |
Nanjing Normal University | College/University | Graduate Degree | |
Canaccord Genuity Corp.
Canaccord Genuity Corp. Investment Banks/BrokersFinance Canaccord Genuity Corp. (CGC) is the broker/dealer subsidiary of Canaccord Genuity Group, Inc., (TSE: CF; OTCMKTS: CCORF) in Canada. The firm was founded in 2010 and is locally known as Financière Canaccord ltée. Headquartered in Vancouver, CGC offers corporate and institutional clients with versatile and responsive sales and execution services that range from Institutional Equities and International Equities to Electronic Trading and Fixed Income. Their sales & trading team execution capabilities encompass a wide range of products and services such as Equities, ADR’s, OTC, ETF’s, Fixed Income, Options, Preferreds, Investment Companies. | Investment Banks/Brokers | Market Strategist Analyst-Equity | |
Nicola Wealth Management Ltd.
Nicola Wealth Management Ltd. Investment ManagersFinance Nicola Wealth Management Ltd. (Nicola Wealth) is a Canadian investment management firm headquartered in Vancouver, British Columbia. The firm was founded by John M. Nicola in 1994 as John Nicola Financial Group Ltd. They are a subsidiary of NWM Holdings Ltd., which is ultimately owned by Cementir Holding NV (BIT: CEM) in Italy. They provide bespoke wealth management and asset management services to affluent individuals, families, and institutions across Canada and the US. Nicola Wealth is a signatory of the United Nations? Principles for Responsible Investment (UNPRI). | Investment Managers | Analyst-Equity | |
Radin Capital Partners, Inc.
Radin Capital Partners, Inc. Investment ManagersFinance Radin Capital Partners, Inc. (Radin) is an independent, employee-owned investment management firm headquartered in Toronto, Canada. The firm was founded by Bradley Radin in 2011. Radin provides both retail and institutional investors with high-performing global equity mandates for their long-term portfolios. The firm manages a global equity long/short fund, a global equity long only institutional trust and sub-advises a global equity mutual fund on behalf of a Canadian insurance company. | Investment Managers | Analyst-Equity | |
Timelo Investment Management, Inc.
Timelo Investment Management, Inc. Investment ManagersFinance Timelo Investment Management, Inc. (Timelo) is a privately owned Canadian boutique investment manager headquartered in Aurora, Ontario. The firm was founded by Jean-François B. Tardif in 2010. Timelo provides investment advisory and portfolio management services to various investors. | Investment Managers | Analyst-Equity Analyst-Equity | |
Waratah Capital Advisors Ltd.
Waratah Capital Advisors Ltd. Investment ManagersFinance Waratah Capital Advisors Ltd. (Waratah) is an independent, Canadian hedge fund management firm headquartered in Toronto, Ontario. The firm was founded in 2010 by Brad Dunkley and Blair Levinsky. Waratah provides investment advisory services to pooled investment vehicles and separately managed accounts. | Investment Managers | Analyst-Equity | |
Richard Ivey School of Business | College/University | Undergraduate Degree Undergraduate Degree | |
Nicoya Lifesciences, Inc.
Nicoya Lifesciences, Inc. BiotechnologyHealth Technology Nicoya Lifesciences, Inc. provides medical services. It develops sensor products to get affinity, kinetics, and specificity for proteins, antibodies, DNA, RNA, enzymes, polymers, and small molecules. The firm offers OpenSPR, OpenSPR-XT, OpenSPR reagents, sensors and accessories products. The company was founded by Shawn Fitzpatrick, John A. G. Dick and Ryan Denomme in 2012 and is headquartered in Kitchener, Canada. | Biotechnology | Founder | |
Algonquin Capital Corp.
Algonquin Capital Corp. Investment ManagersFinance Algonquin Capital Corp. provides investment advice. The private company is based in Toronto, Canada. and has subsidiaries in Canada. The Canadian company was founded in 2013 by Greg Jeffs, Brain Clifford Dcosta. | Investment Managers | Portfolio Manager-Equities | |
Eight Capital
Eight Capital Investment Banks/BrokersFinance Eight Capital is a 100% principal-owned, Canadian investment dealer headquartered in Toronto, Ontario. It has additional offices in Calgary, Alberta and Montreal, Quebec. The firm was founded in 2016 as Dundee Capital Partners. They offer investment banking, equity research and institutional sales & trading services to retail and institutional clients. Eight Capital provide their clients with timely market insights (with the assistance of their equity research team) across all the investment disciplines: fundamental, technical, and quantitative. Beyond the traditional market access trading provides, their traders work with clients to find unique liquidity solutions, and discreet trading solutions for large blocks of stock. | Investment Banks/Brokers | Analyst-Equity | |
AIM Trimark Investments, Inc. | Chief Investment Officer Corporate Officer/Principal Corporate Officer/Principal | ||
EdgePoint Wealth Management, Inc.
EdgePoint Wealth Management, Inc. Investment ManagersFinance Part of Edgepoint Investment Group, Inc., EdgePoint Wealth Management, Inc. is an independent investment management firm based in Toronto, Canada. The Canadian company specializes in equity and fixed-income investing, with a long-term investment approach that enables partnerships with quality companies to find creative and flexible financing solutions. The CEO of the company is Patrick John Farmer. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
Ullman Wealth Management, Inc.
Ullman Wealth Management, Inc. Investment ManagersFinance Ullman Wealth Management, Inc. (UWM) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded by Lawrence Ullman. UWM provides strategic private capital management services to high-net-worth individuals, corporations, endowments, charities and foundations throughout the world. | Investment Managers | Portfolio Manager-Equities | |
CBRE Caledon Capital Management Inc
CBRE Caledon Capital Management Inc Investment ManagersFinance CBRE Caledon Capital Management Inc (CBRE Caledon Capital) is a private equity arm of CBRE Investment Management founded in 2007 by David Rogers. The firm is headquartered in Toronto, Canada. | Investment Managers | Private Equity Analyst Private Equity Analyst | |
Lexington Park Real Estate Capital, Inc.
Lexington Park Real Estate Capital, Inc. Real Estate DevelopmentFinance Part of PM365, Inc., Lexington Park Real Estate Capital, Inc. is a Canadian company that provides real estate services. The company is based in Waterloo, Canada. | Real Estate Development | Corporate Officer/Principal | |
Velocity Incubator
Velocity Incubator Investment ManagersFinance Velocity Incubator is a Venture Capital firm, a subsidiary of The University of Waterloo. Velocity Incubator is founded in 2008. The Firm headquartered in Ontario. | Investment Managers | Consultant / Advisor Private Equity Investor | |
Forum Equity Partners, Inc.
Forum Equity Partners, Inc. Investment ManagersFinance Forum Equity Partners, Inc. (Forum Equity Partners) is a Private Equity firm founded in 2002 by Richard Abboud. The firm is headquartered in Toronto. | Investment Managers | Private Equity Analyst |
Statistieken
Internationaal
Canada | 48 |
Verenigde Staten | 3 |
China | 2 |
Sectoraal
Finance | 35 |
Consumer Services | 10 |
Miscellaneous | 5 |
Health Technology | 2 |
Operationeel
Undergraduate Degree | 56 |
Analyst-Equity | 50 |
Corporate Officer/Principal | 36 |
Portfolio Manager-Equities | 30 |
Director/Board Member | 30 |
Sterkste connecties
Insiders | |
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Lee Matheson | 23 |
Eileen A. Mercier | 19 |
Tye Bousada | 14 |
Geoff MacDonald | 13 |
Patrick Farmer | 11 |
Andrew Pastor | 7 |
Jeff Hyrich | 5 |
Jason Liu | 5 |
Claire Marie Thornhill | 5 |
Jack Keating | 4 |
Andre Bodo | 4 |
Steven Lo | 4 |
Paul Piotrowski | 4 |
Derek Joseph Skomorowski | 4 |
John A. G. Dick | 4 |
- Beurs
- Insiders
- Alex O'Hara
- Bedrijfsconnecties