Steven Lo
Gestore di Portafoglio-Azioni presso Edgepoint Investment Group, Inc.
Provenienza dei contatti di primo grado di Steven Lo
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Richard Ivey School of Business
90
| College/University | Other Consumer Services | 90 |
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.
18
| Private Company | Investment Managers | 18 |
Oaktree Capital Management LP
 Oaktree Capital Management LP Investment ManagersFinance Oaktree Capital Management LP (Oaktree) is a SEC-registered investment advisor and hedge fund manager headquartered in Los Angeles, California. The firm was founded by Howard Marks, Bruce Karsh, and Sheldon Stone in 1995 as an LLC and was reorganized as an LP in 2007. They are a subsidiary of Oaktree Capital Management GP LLC, ultimately held by Brookfield Corp. (NYSE, TSE: BN) in Canada. Oaktree provides advisory services to clients with separately managed accounts and to private limited partnerships and other pooled investment vehicles for which either Oaktree or an affiliate acts as general partner and/or investment manager. The firm is a socially responsible investor and a signatory to the United Nations Principles for Responsible Investment (UNPRI).
10
| Subsidiary | Investment Managers | 10 |
Moelis & Co. LLC
 Moelis & Co. LLC Investment Banks/BrokersFinance Founded in 2007, Moelis & Co. LLC is a registered broker/dealer headquartered in New York City. The firm is a subsidiary of Moelis & Company (NYSE: MC), a global investment bank that provides financial advisory, capital raising and asset management services to corporations, institutions and governments. Moelis & Co. LLC provides an array of trading and execution services for their clients. They do not provide any internal research.
8
| Subsidiary | Investment Banks/Brokers | 8 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Steven Lo tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Mackenzie Financial Corp.
 Mackenzie Financial Corp. Investment ManagersFinance Mackenzie Financial Corp. (dba Mackenzie Investments) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1967 and is a direct subsidiary of Mackenzie, Inc., ultimately held by Power Corp. of Canada (TSE: POW). Mackenzie Investments provides discretionary investment advisory services to Canadian mutual funds, such as exchange-traded funds, Separately Managed Accounts, and one closed-end fund listed on the Toronto Stock Exchange. | Investment Managers | Director of Research - Equity Director of Research - Equity | |
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 Corporate Officer/Principal Portfolio Manager-Equities | |
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 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 | |
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. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| 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 | |
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 | |
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 | |
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 | 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 | |
| Queen's University | College/University | Undergraduate Degree Graduate Degree | |
| University of Toronto | College/University | Undergraduate Degree Corporate Officer/Principal Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
| The University of Waterloo | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Western Ontario | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| McMaster University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
| University of Manitoba | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Calgary | College/University | Undergraduate Degree Undergraduate Degree | |
Penfund Management Ltd
 Penfund Management Ltd Investment ManagersFinance Penfund Management Ltd (Penfund Management) is an Independent Private Equity firm is founded in 1979 by John Bradlow. The firm is headquartered in Toronto, Canada. | Investment Managers | Private Equity Analyst Private Equity Analyst | |
| ICPEI HOLDINGS INC. | Property/Casualty Insurance | Director/Board Member Director/Board Member | |
OCM Distressed Debt Group
 OCM Distressed Debt Group Investment ManagersFinance OCM Distressed Debt Group (OCM) is an private equity firm founded in 1995 by Bruce Allen Karsh and Sheldon Michael Stone. The firm is an operating division of Oaktree Capital Management LP. The firm is headquartered in Los Angeles. | Investment Managers | Private Equity Analyst Private Equity Investor | |
| Wilfrid Laurier University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Birch Hill Equity Partners Management, Inc.
 Birch Hill Equity Partners Management, Inc. Investment ManagersFinance Birch Hill Equity Partners Management, Inc (Birch Hill Equity Partners) is a private equity firm founded in 1994 by Steve J Dent and John B MacIntyre. The firm is headquartered in Toronto, Canada. | Investment Managers | Private Equity Investor Director of Finance/CFO | |
Ironbridge Equity Partners Management Ltd.
 Ironbridge Equity Partners Management Ltd. Investment ManagersFinance Ironbridge Equity Partners Management Ltd. is an Independent Private Equity firm founded in 2005 by Alan G. Sellery.The firm is headquartered in Toronto, Canada. | Investment Managers | Private Equity Analyst Private Equity Analyst | |
Canada Pension Plan Investment Board Private Investments
 Canada Pension Plan Investment Board Private Investments Investment ManagersFinance Canada Pension Plan Investment Board Private Investments is a private equity firm, a subsidiary of Canada Pension Plan Investment Board, founded in 1966. The firm is headquartered in Toronto, Canada. | Investment Managers | Private Equity Analyst Private Equity Analyst | |
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 | Analyst-Equity Analyst-Equity | |
Echelon Wealth Partners, Inc.
 Echelon Wealth Partners, Inc. Investment Banks/BrokersFinance Echelon Wealth Partners, Inc. (Echelon) is a Canadian-owned and operated full-service broker-dealer headquartered in Toronto, Ontario. The firm was founded by Robert Furse and David Cusson in 2010 as Euro Pacific Canada, Inc. They are owned by 1-UP Holdings Corp., a holding company. Echelon offers superior investment advice and efficient trade execution for their institutional and retail clients. In 2023, Echelon and PI Financial Corp. (now known as Ventum Financial Corp.) have agreed to combine in a merger of equals to create an investment advisory, wealth management, and capital markets firm. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
ONCAP Management, Inc.
 ONCAP Management, Inc. Investment ManagersFinance ONCAP Management, Inc. (ONCAP Management) is a private equity subsidiary of ONEX Corp. founded in 1999. The firm is headquartered in Toronto, Canada with additional office in New York. | Investment Managers | Private Equity Investor Private Equity Analyst | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree | |
CanPac Investments Corp.
 CanPac Investments Corp. Investment ManagersFinance Part of Five Nines Ventures Ltd., CanPac Investments Corp. provides financial services. The company is based in North Vancouver, Canada. The CEO of the Canadian company is Carman Parente. | Investment Managers | Chief Operating Officer | |
NXTP Labs SRL
 NXTP Labs SRL Investment ManagersFinance NXTP Labs SRL is an Independent Private Equity/Venture Capital firm founded in 2011 by Ariel Arrieta. NXTP Labs SRL is headquartered in Buenos Aires. | Investment Managers | Private Equity Investor | |
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 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 | |
Stadnyk & Partners, Inc.
 Stadnyk & Partners, Inc. Miscellaneous Commercial ServicesCommercial Services Stadnyk & Partners, Inc. provides market awareness and strategic advisory services. The private company is based in Vancouver, Canada. The Canadian company was founded by David Alexander Stadnyk. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| THOUGHTFUL BRANDS INC. | Agricultural Commodities/Milling | President | |
| Western University | College/University | Undergraduate Degree Undergraduate Degree | |
Canadian Business Growth Fund Cbgf
 Canadian Business Growth Fund Cbgf Investment ManagersFinance Canadian Business Growth Fund Cbgf (Canadian Business Growth Fund) is private equity firm founded in 2018. The firm is headquartered in Toronto, Canada. | Investment Managers | Private Equity Analyst Private Equity Investor | |
Concierge Blindado Servicos Automotivos LTDA
 Concierge Blindado Servicos Automotivos LTDA Packaged SoftwareTechnology Services Concierge Blindado Servicos Automotivos LTDA provides vehicle operation visibility and control services. The company is based in São Paulo, Brazil. The Brazilian company's services aim to help clients have better control over their vehicles. The company was founded in 2017 by Parker Treacy and Rodrigo Mourad, with Parker Treacy serving as the CEO since 2017. | Packaged Software | Director/Board Member | |
Slate Asset Management LP /Private Equity/
 Slate Asset Management LP /Private Equity/ Investment ManagersFinance Slate Asset Management LP /Private Equity/ (Slate Asset Management /Private Equity/) is a real estate investment firm, which was founded in 2005 by Blair Welch and Brady Welch. The firm is headquartered in Toronto, Canada. | Investment Managers | Private Equity Investor Private Equity Analyst Public Communications Contact President | |
| Western University /CA/ | College/University | Undergraduate Degree Undergraduate Degree |
Statistiche
Distribuzione geografica
| Canada | 42 |
| Stati Uniti | 5 |
| Argentina | 2 |
| Brasile | 2 |
Settori
| Finance | 27 |
| Consumer Services | 12 |
| Miscellaneous | 5 |
| Communications | 2 |
| Consumer Non-Durables | 2 |
Posizioni
| Undergraduate Degree | 102 |
| Director/Board Member | 94 |
| Corporate Officer/Principal | 67 |
| Analyst-Equity | 50 |
| Private Equity Analyst | 44 |
Contatti più connessi
| Insiders | |
|---|---|
| Carol Stephenson | 31 |
| Lee Matheson | 23 |
| Joel Shacker | 15 |
| K. Leitch | 14 |
| Tye Bousada | 14 |
| Geoff MacDonald | 13 |
| Patrick Farmer | 11 |
| Darly Bendo | 10 |
| Jennifer Box | 8 |
| Kweong Wah Soon | 8 |
| Ritika Goel | 7 |
| Steven Bowles | 7 |
| Taha Mubashir | 7 |
| Andrew Pastor | 7 |
| Cheryl Sie | 6 |
- Borsa valori
- Insiders
- Steven Lo
- Connessioni Società
