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Bill’s Buzz August 2019 Moves

August 30, 2019  

Gus Papageorgiou joins PI Financial as Head of Research. Previously, he was a Director, Equity Research, Technology at Macquarie Capital Markets.

Former Partner and Senior Managing Director at Deloitte Corporate Finance, Romit Malhotra, has joined Questrade Financial Group as Chief Strategy Officer.

Raquel Costa joins Scotiabank Global Wealth Management as Senior Vice President and Head, International Wealth Management. Previously, Raquel was an Executive Director at HSBC Retail Banking and Wealth Management.

Joining CIBC Capital Markets as a Director, Equity Capital Markets from Intact where he was a Director, Corporate Development, is Tom Cooper.

BAML has hired Sanaa Khatri as Senior Vice President, Commercial Credit Officer, Global Commercial Banking. Previously Sanaa was an Associate Director, Special Accounts Management at Scotiabank.

Joining SkipTheDishes in Winnipeg as Vice President Finance – Global Ops, is Murray Hanstead, previously Senior Vice President & CFO at Tundra Oil & Gas.

Champlain Financial has appointed André La Forge as an Advisory Partner.

Colin Robson joins Cronin Capital as Institutional Sales & Capital Markets.

Athena Wu joins Greybrook Realty Partners as an Associate, Asset Management. Previously Athena was a Development Analyst at Metropia.

In Montreal, Alexandre Bilodeau (yes, that Alexandre Bilodeau.. hey, we are proud Canadians!) joined Walter Capital Partners as an Associate. Previously, Alexandre was a Senior Consultant, Deal Advisory Services at KPMG.

Also joining Walter Capital as an Associate, from National Bank’s Investment Banking Power, Utilities & Infrastructure team is Alexandre Lucas.

Archit Kalani has joined FirePower Capital as an Investment Banking Analyst. He was previously an Investment Analyst at ARC Financial in India.

Also joining FirePower’s Investment Banking group is Junior Analyst, Mellisa Ramkissoon. Prior to joining FirePower, Mellisa was a Quantitative Research Analyst Intern with Blue Sky Asset Management,

Recent grad, Alexandre Rheault joins UBS as an Investment Banking Analyst.

Doug McGregor will retire from RBC Capital Markets in January, and current Global Head of Investment Banking, Derek Neldner will assume the role of CEO.

FirePower Capital has hired Clyde Moore as Director, Origination.

Cliff Johnson joins NorthRiver Midstream as a Manager, Evaluations in Calgary, from BMO Capital Markets where he was a Director, A&D Advisory Group.

Ray Desai, previously Director of Asset Owner and Consultant Relations at FTSE Russell joins Northern Trust Asset Management as Senior Vice President, Institutional Sales and Business Development.

Joining Raymond James as an Investment Banking Analyst from Grant Thornton where he was Associate Director, Transactions, is Sanjuan Jayakumar.

Canaccord Genuity Equity Research Associate, Special Situations and Sustainability, Andrew Lawlor, has left to join OMERS Growth Equity as an Associate.

Clairvest Group hires Private Equity Associate, Rahil Manji from Goldman Sachs where he was an Investment Banking Associate.

BMO Capital Markets hires Investment Banking Analyst, M&A, David L’Heureux.

In Montreal, Philippe Carmant joins RBC Capital Markets as an Investment Banking Analyst.

Joining Ironbridge Equity Partners as a Private Equity Associate is Muhammad Abdi. Previously Muhammad was an Investment Banking Associate at NewPoint Capital Partners.

Roynat Capital hires Aditya Parkar as an Analyst, Private Equity from Springbank Capital where he was an Investment Banking Analyst.

Joining Bank of America Merrill Lynch from TD is Analyst Sweta Gupta.

TAS, Toronto hires Avery Shopsowitz as an Analyst, Investments – Real Estate Private Equity.

Joining an array of companies are the following recent grads:

·  Reuben Zhou and Grant Lillie join Lazard as Investment Banking Analysts;

·  RBC Capital Markets hires Investment Banking Analyst, M&A Harrison Apitz-Grossman;

·  Also joining RBC, is Cosmin Dutescu, as an Investment Banking Analyst;

·  Investment Banking Analyst, Martin Yin joins CIBC Capital Markets’ Global Infrastructure and Power team;

·  Also joining CIBC, are Investment Banking Analysts Kevin Osei-Ababio and Connor Feutlinske, joining the M&A team and Financial Institutions Group, respectively;

·  Katie Russell joins TD’s Financial Sponsors group as an Investment Banking Analyst;

·  Credit Suisse hires Investment Banking Analyst Adam Klingbaum;

·  Rami Ismail, joins BMO Capital Markets as an Investment Banking Associate, M&A;

·  Also joining BMO, are Investment Banking Analysts Joanna Li and Brian Lopez;

·  Raymond James hires Brian Yun as an Investment Banking Analyst, Generalist M&A;

·  Benjamin Ye joins Middlefield Group as an Investment Analyst;

·  Citi hires Gary Ge as Investment Banking Analyst; and

·  In Calgary, Scotiabank hires Investment Banking Analyst Mark Brophy.

Sun Life Global Investments appoints Jordy Chilcott President and Senior Vice President, Investment Solutions.

Former President & CEO at Hillhurst Capital Partners, David Roode, joins TD Asset Management as Vice President & Director, ETF Product Strategy.

TorQuest Partners has added Andrew Krane as Vice President. Andrew was previously a Principal, Private Capital at Ontario Teachers’ Pension Plan.

Also joining TorQuest is Gregory Wainberg, as an Associate from BMO Capital Markets where he was an Investment Banking Analyst, DIG.

Joining Fifth Third Bank as Director, Sponsor Coverage, TMT is Ali Kanani from BCI where he was a Senior Principal, Private Equity.

Oren Horovitz has joined FirePower to head up the firm’s Value Maximization division. Most recently, Oren was a senior leader in PWC’s Value Creation group.

National Bank Financial has hired Vice President, M&A, Matthew Buffet, from Blair Franklin Capital Partners.

In Calgary, Dustin Lowenberger joins RBC Capital Markets as an Equity Research Associate. Dustin was previously a Manager, Transaction Advisory Services at EY.

Moving from Toronto to Vancouver, is Michael Nangle, joining Adventus Capital Partners as a Senior Analyst, Asset Management. Previously, Michael was a Real Estate Analyst at NorthWest Healthcare Properties REIT.

Recent grad, Aser Hailu, joins TD Securities as an Investment Banking Analyst.

And a second recent grad, Kole Kisil, is joining RBC Capital Markets in Calgary as a Global Investment Banking Analyst.

CI Financial has appointed Kurt MacAlpine CEO. Previously, Kurt was Executive Vice President and Head of Global Distribution at WisdomTree Asset Management in New York.

In Montreal, Pomerleau Capital hires Paul Mai as a Director from Bombardier Transportation.

VWK Capital Management welcomes Dan Paolucci as Vice President. Dan joins from RBC Capital Markets where he was a Global Investment Banking Associate, M&A.

Joining Forge First as a Junior Equity Research Analyst from Desjardins where he was an Associate, Merchandising and Consumer Products, is Hanbo Xiao.

Clairvest has hired Associate Ankit Kamboj. Ankit was previously an Analyst, Strategic Investments at GCM Grosvenor in Chicago.

Joining DW Healthcare Partners as an Associate is Irvin Choo who was most recently an Investment Banking Associate at Scotiabank Global Banking and Markets.

Salman Ahmed joins Northwest Healthcare Properties REIT as a Financial Analyst. He was previously at FirstOntario Credit Union where he was a Commercial Credit Analyst.

EllisDon Capital hires Nicholas Markov as an Analyst from SmartCentres REIT where he was a Financial Analyst.

Leaving Morgan Stanley in Toronto where he was an Investment Banking Analyst is Rohan Chen to join Apax Partners in New York as an Associate, Technology and Software Private Equity.

In Vancouver, Taylor Carter joins Fort Capital Partners as an Analyst from KPMG where he was a Senior Accountant.

CFA Societies Canada has hired former Lumen Asset Management, Vice President and long time CFA volunteer, Michael Thom, as its new Managing Director.

Katharine McMichael joins Newpoint Capital, as an Associate, M&A. Previously, Katharine was an Associate at Grant Thornton.

Deans Knight Capital Management, welcomes Investment Analyst, Mukhtar Mustapha. Mukhtar previously held a similar role with Mergence Investment Managers in Cape Town.

Naseem Husain joins Mackenzie Investments as Vice President, Exchange Traded Funds from RBC Global Asset Management.

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