Jim Allan, Cfa Email & Phone Number

New Providence, The Bahamas

Nassau, New Providence, Bs

Trinity Atlantic Capital offers bespoke financial services with a global reach, servicing ultra-high net worth individuals and corporate clients. Trinity’s services include innovative investment opportunities, managed portfolios and asset finance advisory services. The partners bring extensive experience in each of the three dedicated business silos. Our expertise is complemented by an international network of best-in-class industry professionals. Trinity Atlantic Capital is headquartered in Nassau, Bahamas at the Albany Financial Center.

Waterbury, Vermont, Us

NOMAD was founded in 2020 by KORE Power with one simple goal: to provide reliable energy systems that can be deployed anywhere they are needed. Mobilizing energy storage unlocks a wide range of applications that fixed assets cannot achieve, including integrating renewables and modernizing disaster response and relief efforts. These mobile energy storage systems can be connected to the grid or powered by renewable sources such as wind or solar, making them impactful for energy planning worldwide.

A Future Metals Private Equity Fund. The Fund will make private and public investments in mining companies around the globe. Zama will target future metals, as well as exploit the macro-economic conditions caused by the huge wave of COVID stimulus, decarbonization of the economy, and a more than 12-year underinvestment in commodities.

The Corporation intends to identify and evaluate assets or businesses for acquisition with a view to completing a “Qualifying Transaction” under the capital pool company program of the TSX Venture Exchange.

Dark Horse Capital is a differentiated private equity investor, focused on capitalizing and growing private companies with entrepreneurial owners and operators. Dark Horse invests its own resources directly into companies where they feel there is a compelling alignment with management. Dark Horse participates within various levels of the capital structure. Once invested, they advise the company on aspects of the financial markets, inclusive of mergers and acquisitions, debt and equity financings and public listings. Dark Horse will only invest where we believe they can be a valued-added partner. Jim served as the CEO of Dark Horse from its inception through February 2022.

Toronto, Ontario, Ca

Barometer Capital Management provides discretionary wealth management services to over 400 Canadian high-net-worth families across Canada and the United States.

Roundtable Asset Management, Ltd. was a Cayman Islands exempted company and served as the manager of the Roundtable Growth Fund, Ltd. Jim served in the capacities of President, Director and lead portfolio manager of the firm.

Toronto, On, Ca

Roundtable Capital Partners provided investment management services to high net worth individuals, families, endowments and foundations. The central mission was to build and protect the capital of clients who seek superior long-term absolute returns. The company focused on a limited number of client relationships to ensure the highest standard of personal service. Jim was the Founder & Chairman of Roundtable, which was merged with Barometer Capital Management Inc. in May of 2020. At Roundtable he was responsible for the overall investment and trading decisions that affected mandates under Roundtable's direction.

Toronto, Ontario, Ca

Thornmark Asset Management Inc. is an independent and focused portfolio management firm servicing high net worth families, foundations and institutions. Balancing growth with capital preservation, Thornmark has established itself as a premier North American investment manager. Jim was the Vice President of Portfolio Management at the firm from 1999 to 2005 where he managed large and small capitalization portfolios.

Toronto, Ontario, Ca

The Toronto-Dominion Bank conducts a general banking business through banking branches and offices located throughout Canada and overseas.

Toronto, Ontario, Ca

A premier provider of wealth management services, CIBC Wood Gundy has a distinguished heritage of helping investors achieve their goals.

Toronto, Ontario, Ca

The Toronto-Dominion Bank conducts a general banking business through banking branches and offices located throughout Canada and overseas.

Mba, Finance

Ba, Economics

High School