Jordan Mcnamee

Jordan Mcnamee Email and Phone Number

Founder and CIO @ Optimist Fund
Toronto, ON, CA
Jordan Mcnamee's Location
Greater Toronto Area, Canada, Canada, Canada
Jordan Mcnamee's Contact Details

Jordan Mcnamee work email

Jordan Mcnamee personal email

n/a
About Jordan Mcnamee

Jordan Mcnamee is a Founder and CIO at Optimist Fund. They possess expertise in derivatives, equity valuation, equity research, financial modeling, bloomberg and 10 more skills.

Jordan Mcnamee's Current Company Details
Optimist Fund

Optimist Fund

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Founder and CIO
Toronto, ON, CA
Website:
optimistfund.com
Employees:
2
Jordan Mcnamee Work Experience Details
  • Optimist Fund
    Founder And Cio
    Optimist Fund
    Toronto, On, Ca
  • Optimist Fund
    Founder & Chief Investment Officer
    Optimist Fund Oct 2021 - Present
    Toronto, Ontario, Ca
  • Ci Global Asset Management
    Global Small Cap Portfolio Manager
    Ci Global Asset Management May 2021 - Sep 2021
    Toronto, Ontario, Ca
    - Managed a top quartile $1B long only global small cap fund
  • Cambridge Global Asset Management
    Associate Portfolio Manager - Global Small Cap
    Cambridge Global Asset Management Dec 2019 - May 2021
    - Co-managed a $750 million long only global small cap fund- Global generalist focused on growing, world class global small cap companies (defined as market cap between 250M and 10B USD) in growing markets, with proven management teams and clear competitive advantages
  • Cambridge Global Asset Management
    Analyst - Global Small Cap
    Cambridge Global Asset Management Mar 2019 - Dec 2019
    - Global generalist focused on growing, world class global small cap companies (defined as market cap between 250 M and 10B USD) in growing markets, with proven management teams and clear competitive advantages
  • Cambridge Global Asset Management
    Analyst - Global Tech, Media, Telecom
    Cambridge Global Asset Management Nov 2014 - Mar 2019
    - Focused mainly on software, consumer internet and IT services
  • Laurier Student Investment Fund
    Portfolio Manager
    Laurier Student Investment Fund May 2013 - Aug 2014
    - Managed ~$800,000 by thoroughly researching and modeling small-midcap North American equities.- Recruited and mentored five equity analysts- Discussed investment ideas with Fund alumni and faculty advisors
  • Laurier Student Investment Fund
    Analyst
    Laurier Student Investment Fund Jun 2012 - May 2013
    - Pitched investment ideas to portfolio managers, Fund alumni and faculty advisors- Initiated coverage on TSX:BCI (New Look Eyewear)Participated in CFA Research Challenge - Led a team of four analysts initiating coverage on TSX:DOL (Dollarama)- Conducted extensive due diligence to create a sell side research report- Presented in front of a panel of investment industry experts in the Ontario finals- Placed 2nd in Ontario
  • Laurier Start-Up Fund
    Analyst
    Laurier Start-Up Fund Apr 2014 - Jul 2014
  • Gluskin Sheff + Associates Inc.
    Equity Research Associate (Co-Op)
    Gluskin Sheff + Associates Inc. May 2012 - Apr 2013
    Toronto, Ca
    - Worked under long/short equity hedge fund managers and analysts who manage ~$1B over three mandates- Personally assisted Ira Gluskin in overseeing the Founder’s Fund by providing daily updates, reporting relevant company developments as well as re-evaluating portfolio holdings when required- Conducted extensive research on industries and companies as well as developed thorough financial valuations including discounted cash flow models, financial statement forecasts and net asset value analyses- Represented the firm at analyst events and attended management meetings of potential investments

Jordan Mcnamee Skills

Derivatives Equity Valuation Equity Research Financial Modeling Bloomberg Valuation Analysis Due Diligence Investments Portfolio Management Equities Finance Financial Analysis Teamwork Microsoft Excel

Jordan Mcnamee Education Details

  • Wilfrid Laurier University
    Wilfrid Laurier University
    General
  • Cfa Institute
    Cfa Institute
    Cfa Charterholder
  • Canadian Securities Institute
    Canadian Securities Institute

Frequently Asked Questions about Jordan Mcnamee

What company does Jordan Mcnamee work for?

Jordan Mcnamee works for Optimist Fund

What is Jordan Mcnamee's role at the current company?

Jordan Mcnamee's current role is Founder and CIO.

What is Jordan Mcnamee's email address?

Jordan Mcnamee's email address is jm****@****.ci.com

What schools did Jordan Mcnamee attend?

Jordan Mcnamee attended Wilfrid Laurier University, Cfa Institute, Canadian Securities Institute.

What skills is Jordan Mcnamee known for?

Jordan Mcnamee has skills like Derivatives, Equity Valuation, Equity Research, Financial Modeling, Bloomberg, Valuation, Analysis, Due Diligence, Investments, Portfolio Management, Equities, Finance.

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