Dragos Berbecel, Cfa Email & Phone Number

Oakville, On, Ca

Spearheading the structuring, marketing, and co-management of the firm's single purpose vehicles (SPVs) with a central focus on private equity opportunities in precision oncology (radiopharma). This endeavor has led to a significant C$200m+ allocation across major precision oncology deals with noteworthy companies such as ITM SE, Telix Pharmaceuticals Ltd, OncoBeta GmbH and Radiomedix Inc. By September 2023, the initial investment from 2018 witnessed a 3.5x MOIC. Collaboratively within a diverse team, playing a pivotal role in mapping industry dynamics, overseeing due diligence, and managing key relationships. Additionally, directing and co-managing multiple public equity mandates totaling over C$200m in AUM. Notable funds under co-management include the Portland 15 of 15 Alternative Fund, Portland Life Sciences Alternative Fund, Portland Replacement of Fossil Fuels Alternative Fund, and the Portland Canadian Balanced Fund, the latter until 2020. During tenure also co-managed PPIF, a private debt fund, and PGEEREF, an EIF feeder fund, both recipients of the Deal of the Year Private Capital Markets Awards, both until 2015. Throughout, maintained an active role in mentoring and recruiting top-tier investment professionals, ensuring the growth and excellence of our team.

Security selection, asset allocation and portfolio risk management support for a group of public equity, balanced and alternative assets funds.

Security selection, asset allocation and portfolio risk management support for a group of global equity funds.

Performed research in the field of investment alternatives with a socially responsible investing (SRI) mandate and amassed a body of knowledge necessary to implement the environmental, social and governance (ESG) performance and risk factors in the investment process.

Managed machinery sales. Delivered a steady increase in metalworking machinery sales volume year over year. Designed and implemented an analytical application meant to track metalworking equipment upgrade process, which improved the average delivery time and reduced production costs.

Managed country-wide market research, communications and public relations activities of the firm.

Mba, Finance

Cfa Charterholder

Ma, "David Ogilvy" School Of Communications And Pr

Bcomm., Ms, Marketing