Patrick J. O'Rourke
Analyst-Equity presso ATB Capital Markets, Inc.
Provenienza dei contatti di primo grado di Patrick J. O'Rourke
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
McMaster University
104
| College/University | Other Consumer Services | 104 |
ATB Capital Markets, Inc.
 ATB Capital Markets, Inc. Investment Banks/BrokersFinance Founded in 2010 by George Gosbee, AltaCorp Capital Inc. is an institutional financial advisory and brokerage firm headquartered in Calgary, Alberta, Canada. The firm offers a full spectrum of value-added financial and advisory services to corporations in across various stages of development. Their products and services include corporate mergers and acquisition advisory, equity financings, asset acquisitions and divestitures advisory, institutional sales and trading and institutional equity research. AltaCorp Capital focuses on key drivers of the Western Canadian economy that are global in scope including energy, agri-industry and diversified industries, with overlap into interdependent subsectors. The firm's research includes macro analysis, theme pieces, daily notes, corporate reviews, quarterly and annual overviews and other relevant market/sector issues. AltaCorp Capital's Institutional Sales and Trading team has expertise in both national and global trading markets and are fully integrated within an expansive network of long-standing relationships with institutional clients. They offer execution in trading securities and relevant and timely placing of new offers/issues. The firm also offers execution in institutional block trading and an industry leading technical platform. AltaCorp maintains a strategic relationship with ATB Financial, a full-service financial institution headquartered in Edmonton, Alberta.
54
| Subsidiary | Investment Banks/Brokers | 54 |
Stifel Nicolaus Canada, Inc. (Old)
 Stifel Nicolaus Canada, Inc. (Old) Investment Banks/BrokersFinance Stifel Nicolaus Canada, Inc. is a broker/dealer headquartered in Toronto, Ontario. The firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a full-service regional brokerage and investment banking firm that was founded in 1890. Stifel Nicolaus offers institutional investors differentiated, research-driven equity products with a focus on value and service. In addition to the company's comprehensive institutional coverage, the firm also maintains one of the largest retail distribution networks in the U.S. Stifel Nicolaus' Fixed Income Group offers the company’s institutional clients a comprehensive combination of products and services. The company expertise in trading, research and investment banking enables us to partner with the company clients to develop solutions designed to meet their needs. Stifel Nicolaus' research focuses on all market-caps, but the firm has particular expertise in small- and mid-cap research. The company research efforts focus on 45 specialties in 12 sectors including: aerospace, business services, consumer/retail, diversified industrials, education, energy/power, financial institutions, healthcare, Internet, metals/mining, real estate, technology and transportation.
11
| Extinct | Investment Banks/Brokers | 11 |
Franklin Bissett Investment Management
 Franklin Bissett Investment Management Investment ManagersFinance Franklin Bissett Investment Management (FBIM) is the Canadian investment management division of Franklin Templeton Investment Corp., an indirectly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in the US. Franklin Resources is a holding company that, together with its various subsidiaries, is referred to as Franklin Templeton Investments, a global investment management organization offering investment services under the Franklin, Templeton, Mutual Series, Franklin Bissett, Fiduciary Trust, Darby, Balanced Equity Management, K2, LibertyShares and Edinburgh Partners brand names. FBIM was founded in 1982 and is headquartered in Calgary, Alberta. The firm manages equity, fixed income, and balanced mutual funds for Canadian investors.
11
| Operating Division | Investment Managers | 11 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Patrick J. O'Rourke tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
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 | |
| THE BANK OF NOVA SCOTIA | Major Banks | Corporate Officer/Principal | |
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-Fixed Income | |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Analyst-Equity | |
Frontenac Mortgage Investment Corp.
 Frontenac Mortgage Investment Corp. Finance/Rental/LeasingFinance Frontenac Mortgage Investment Corp. is a mortgage investment company. It engages in the provision of capital preservation and consistent returns powered by a conservative investment strategy. The company was founded in 1986 and is headquartered in Sharbot Lake, Canada. | Finance/Rental/Leasing | Director/Board Member Director/Board Member | |
TD Waterhouse Private Investment Counsel, Inc.
 TD Waterhouse Private Investment Counsel, Inc. Investment ManagersFinance TD Waterhouse Private Investment Counsel, Inc. (TDWPIC) is an investment adviser headquartered in Toronto, Ontario with offices throughout Canada. The firm is a subsidiary of the Toronto-Dominion Bank (NYSE: TD). Founded in 1991, TDWPIC manages assets for individuals, families, estates and trusts, charitable and business organizations, and Aboriginal communities. | Investment Managers | Corporate Officer/Principal | |
| Rotman School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
UNIFI Software, Inc.
 UNIFI Software, Inc. Miscellaneous Commercial ServicesCommercial Services UNIFI Software, Inc. provides data integration solutions. It offers automation of data, business enabled and data connectivity. The company delivers data integration to the business analysts who analyze the data, unlocking its full potential. UNIFI Software was founded by Rob Carlson, Jim Carr, Sean Keenan and Ayush Parashar in July 2014 and is headquartered in San Mateo, CA. | Miscellaneous Commercial Services | Director/Board Member | |
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree | |
R.N. Croft Financial Group, Inc.
 R.N. Croft Financial Group, Inc. Investment ManagersFinance R.N. Croft Financial Group, Inc. (CFG) is a Canadian investment manager headquartered in Toronto, Ontario. The firm was founded by Richard N. Croft in 1993. CFG provides discretionary portfolio management services to investors and investment professionals across the country. | Investment Managers | Portfolio Manager-Equities | |
Leith Wheeler Investment Counsel Ltd.
 Leith Wheeler Investment Counsel Ltd. Investment ManagersFinance Leith Wheeler Investment Counsel Ltd. (Leith Wheeler) is an independent, employee owned investment management firm headquartered in Vancouver, Canada. The firm was founded by Murray Leith and Bill Wheeler in 1982. They offer disciplined, value investment products and services for a national client base of private clients, institutions and investment advisors. Leith Wheeler is a signatory of the UN-backed Principles for Responsible Investment (UNPRI). | Investment Managers | Analyst-Fixed Income | |
| RENCO HOLDINGS GROUP LIMITED | Electronic Components | Director/Board Member Director/Board Member | |
CIBC World Markets, Inc.
 CIBC World Markets, Inc. Investment Banks/BrokersFinance CIBC World Markets, Inc. is a full-service Canadian brokerage and investment banking firm headquartered in Toronto, Ontario. The firm was founded in 1961 and is a subsidiary of the Canadian Imperial Bank of Commerce (TSE, NYSE: CM). CIBC World Markets provides alternative investment managers with premier prime brokerage that brings together trade execution, reporting, research and capital introduction with a view to enhancing efficiencies and profitability. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal Analyst-Equity Analyst-Equity Analyst-Equity | |
Scotia Capital, Inc. (Broker)
 Scotia Capital, Inc. (Broker) Investment Banks/BrokersFinance Scotia Capital, Inc. (Broker) (Scotia Capital-Broker) is the broker-dealer division of Scotia Capital, Inc., a full-service financial services firm headquartered in Toronto, Canada. The firm is owned by The Bank of Nova Scotia (NYSE, TSE: BNS). Scotia Capital-Broker delivers a broad range of electronic trading products such as high-touch, low-latency, market access and a broad algorithmic trading suite for a wide range of clients globally. They publish monthly indexes to help investors track the performance of Canadian Hedge Funds and Alternative Mutual Funds. | Investment Banks/Brokers | Institutional Sales Analyst-Equity 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 Analyst-Equity | |
RBC Dominion Securities, Inc.
 RBC Dominion Securities, Inc. Investment ManagersFinance RBC Dominion Securities, Inc. (RBCDS) is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm was founded in 1901 and is a subsidiary of Royal Bank of Canada (TSE, NYSE: RY). RBCDS provides a full spectrum of brokerage services to retail and corporate clients. | Investment Managers | Analyst-Equity Economist Analyst-Equity | |
PI Financial Corp.
 PI Financial Corp. Investment Banks/BrokersFinance Ventum Financial Corp. is a full-service Investment Dealer headquartered in Vancouver, Canada. The firm was founded by Max Meier and John Eymann in 1982 as Pacific International Securities, Inc. They became PI Financial Corp. (PI) in 2007 and changed their name to Ventum Financial Corp. in 2024 as part of the process of amalgamation between PI and Echelon Wealth Partners, Inc., previously announced in March 2023. Ventum Financial provides expertise across a variety of growth sectors and delivers a full range of capital markets services, which include equity research, investment banking, advisory, and institutional sales and trading to mid-market corporate clients in Canada. They prioritize minimal market impact during superior trade execution. | Investment Banks/Brokers | Analyst-Equity Institutional Sales | |
Raymond James Ltd. (Broker)
 Raymond James Ltd. (Broker) Investment Banks/BrokersFinance Raymond James Ltd. (Broker) (Raymond James-Broker) is the broker/dealer division of Raymond James Ltd., a diversified financial services firm headquartered in Vancouver, British Columbia. The firm was founded in 1962 and is ultimately owned by Raymond James Financial, Inc. (NYSE: RJF), a US-based diversified holding company. Raymond James-Broker provides a full array of investment services to corporate and institutional clients. | Investment Banks/Brokers | Analyst-Equity | |
| Queen's University | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Graduate Degree Graduate Degree | |
| Massachusetts Institute of Technology | College/University | Doctorate Degree | |
| University of Alberta | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Calgary | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
| Richard Ivey School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
| University of Toronto | College/University | Graduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| University of British Columbia | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Shanghai Jiao Tong University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
Deloitte & Touche, Inc.
 Deloitte & Touche, Inc. Miscellaneous Commercial ServicesCommercial Services Part of Deloitte LLP (New York), Deloitte & Touche, Inc. provides accounting services. The company is based in Calgary, Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| INSEAD | College/University | Masters Business Admin Masters Business Admin | |
| University of Ottawa | College/University | Undergraduate Degree Doctorate Degree | |
TD Economics
 TD Economics Investment ManagersFinance TD Economics is a Canadian investment research firm headquartered in Toronto, Ontario. It is a subsidiary of the Toronto-Dominion Bank (NYSE: TD, TSX: TD). The firm provides analysis of economic performance and the implications for investors. Their analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia. | Investment Managers | Economist Economist | |
| Carleton University | College/University | Undergraduate Degree Graduate Degree | |
| The Schulich School of Business | College/University | Masters Business Admin Masters Business Admin | |
| The Haskayne School of Business | College/University | Undergraduate Degree Masters Business Admin | |
| University of Western Ontario | College/University | Undergraduate Degree Undergraduate Degree | |
Macquarie Capital Markets Canada Ltd.
 Macquarie Capital Markets Canada Ltd. Investment Banks/BrokersFinance Founded in 2007, Macquarie Capital Markets Canada Ltd. is a broker located in Toronto with additional offices located in Montreal, Vancouver and Calgary. They are a subsidiary of Macquarie Capital Markets North America Ltd. and their ultimate parent is Macquarie Group Ltd. (OTC: MQBKF.PK). Macquarie Capital Markets Canada follows the following sectors: mining, energy, utilities, infrastructure, consumer, technology, financials and real estate. The firm focuses primarily on Canadian-based stocks. | Investment Banks/Brokers | Chairman Institutional Sales | |
Ernst & Young, Inc.
 Ernst & Young, Inc. Miscellaneous Commercial ServicesCommercial Services Part of Ernst & Young Global Ltd., Ernst & Young, Inc. is a professional services firm based in Toronto, Canada. The Canadian company provides a range of services and solutions to help clients transform, grow, and operate. The company's services include strategy consulting, analytics consulting, people advisory services, transactions and corporate finance, assurance, tax planning, and legal services. The company also offers advanced technology, audit technology, tax technology, and managed services. Ernst & Young is committed to creating long-term value for all stakeholders and building a better working world. The CEO of the company is Jad Shimaly. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
RBC Global Asset Management, Inc.
 RBC Global Asset Management, Inc. Investment ManagersFinance RBC Global Asset Management, Inc. (RBC GAM) is an investment advisor and mutual fund manager headquartered in Toronto, Ontario. They are an indirect, wholly-owned subsidiary of the Royal Bank of Canada (TSX, NYSE: RY). The firm was founded in 2008 following the merger of RBC Asset Management and Phillips, Hager & North Investment Management in Canada, together with the US-based institutional asset management company, RBC Global Asset Management (US). RBC GAM provides global investment management services and solutions to institutional, high-net-worth and individual investors through separate accounts, pooled funds, mutual funds, hedge funds, exchange-traded funds and specialty investment strategies. | Investment Managers | Portfolio Manager-Fixed Income | |
Renaissance Capital (Dubai) Ltd.
 Renaissance Capital (Dubai) Ltd. Investment Banks/BrokersFinance Part of Renaissance Financial Holdings Ltd. /Bm/, Renaissance Capital (Dubai) Ltd. is a brokerage services provider. The company is based in Dubai, United Arab Emirates. Ahmed Hany Hassanin Badr has been the CEO of the Emirati company since 2014. | Investment Banks/Brokers | Analyst-Equity | |
FTI Consulting Canada, Inc.
 FTI Consulting Canada, Inc. Miscellaneous Commercial ServicesCommercial Services FTI Consulting Canada, Inc. provides business management consulting services. It focuses on strategic, operational, financial and capital needs of businesses. The company is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Moody's Canada, Inc.
 Moody's Canada, Inc. Investment ManagersFinance Moody's Canada, Inc. is an investment research firm headquartered in Toronto, Canada. The firm was founded in 1992 and is a subsidiary of Moody's Overseas Holdings Inc., which is owned by Moody's Corp. (NYSE: MCO) in the US. Moody’s Canada provides Canadian fixed income professionals with a variety of products and services, such as credit analyses, regular analyst briefings, seminars, conferences, and one-on-one meetings. They cover a variety of Industry sectors which includes financial institutions, media and telecommunications, oil and gas, power and gas utilities and pipelines, paper and forest products, sub-sovereign governments, project & infrastructure finance and structured finance. | Investment Managers | Analyst-Fixed Income | |
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 | Director of Research - Equity | |
PricewaterhouseCoopers Canada
 PricewaterhouseCoopers Canada Miscellaneous Commercial ServicesCommercial Services Part of PricewaterhouseCoopers International Ltd., PricewaterhouseCoopers Canada provides accounting services. The company is based in Toronto, Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Blue Cloud Management LLC
 Blue Cloud Management LLC Investment ManagersFinance Blue Cloud Management LLC (Blue Cloud Ventures) is a venture capital firm founded in 2012 by Mir Arif, Rami Rahal and Joel Lou. The firm is headquartered in New York. | Investment Managers | Founder | |
Accenture LLC
 Accenture LLC Miscellaneous Commercial ServicesCommercial Services Accenture LLC operates as a global management consulting, technology services and outsourcing company. The company is headquartered in Reston, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Renaissance Capital Ltd.
 Renaissance Capital Ltd. Investment Banks/BrokersFinance Part of Renaissance Financial Holdings Ltd. /Bm/, Renaissance Capital Ltd. is a brokerage services provider. The company is based in London, UK. The British company was founded in 1995. Anthony Gerard Simone has been the CEO of the company since 2013. | Investment Banks/Brokers | Analyst-Equity | |
| American University of Beirut | College/University | Undergraduate Degree | |
Bioimpact Capital LLC
 Bioimpact Capital LLC Investment ManagersFinance MPM BioImpact LLC (MPM BioImpact) is a venture capital firm a subsidiary of MPM Bioimpact Inc founded in 1996. The firm is headquartered in Cambridge, Massachusetts. | Investment Managers | Private Equity Investor |
Statistiche
Distribuzione geografica
| Canada | 37 |
| Stati Uniti | 8 |
| Hong Kong | 2 |
| Cina | 2 |
| Francia | 2 |
Settori
| Finance | 27 |
| Consumer Services | 17 |
| Commercial Services | 7 |
| Electronic Technology | 2 |
Posizioni
| Undergraduate Degree | 92 |
| Corporate Officer/Principal | 81 |
| Analyst-Equity | 80 |
| Director/Board Member | 61 |
| Masters Business Admin | 43 |
Contatti più connessi
| Insiders | |
|---|---|
| Michael Dinsdale | 17 |
| George Frederick John Gosbee | 17 |
| Marc Sontrop | 15 |
| Ali Wasti | 14 |
| Brianna Davies | 13 |
| Nitin Chopra | 11 |
| Rami Rahal | 11 |
| Derek Macpherson | 10 |
| Christopher X. Chen | 9 |
| Kerk Hilton | 9 |
| Sen Sen Liu | 8 |
| Paul Sarachman | 8 |
| Amir Arif | 7 |
| Ian Macgregor Riach | 7 |
| Jonathan Dwyer | 7 |
- Borsa valori
- Insiders
- Patrick J. O'Rourke
- Connessioni Società
