* Investment analysis for new and existing portfolio companies including modelling, due diligence, deal structuring and legal documentation.* Working with the management of existing portfolio companies to prepare them for future financings and/or strategic acquisitions, sale or IPO.* Work on deal sourcing and synthesis of investment theses for potential invest companies.* Preparation of investment documents and presentations for the Investment Committee. *

* Development of general investment strategies in addition to portfolio management and risk assessment. * Specialized in a variety of long-short and macro trading strategies (such as merger arbitrage, portfolio hedging, option trading) as well as sectoral concentration on technology and healthcare verticals.* Responsible for detailed analysis, modelling and due diligence on selected portfolio companies.* Experienced in both the portfolio management and trading functions of the… Show more * Development of general investment strategies in addition to portfolio management and risk assessment. * Specialized in a variety of long-short and macro trading strategies (such as merger arbitrage, portfolio hedging, option trading) as well as sectoral concentration on technology and healthcare verticals.* Responsible for detailed analysis, modelling and due diligence on selected portfolio companies.* Experienced in both the portfolio management and trading functions of the Fund.* Established and ran all operational aspects of the firm including technology, accounting, valuation, trading, fund communications and compliance.* Conducted compliance monitoring of the portfolio as well as personal conduct and trading for the firm as well as successfully leading the Firm through an OSC Compliance Audit (2012) Show less

* Specialized in a variety of long-short and macro trading strategies as well as technology and healthcare verticals.* Analyzed and executed on merger arbitrage investments for the Fund.* Worked on a number of non-traditional special situation and complex investments using a variety of instruments including debt, hybrid securities and derivatives.* Development of general investment strategies in addition to portfolio management and risk assessment.* Conducted compliance… Show more * Specialized in a variety of long-short and macro trading strategies as well as technology and healthcare verticals.* Analyzed and executed on merger arbitrage investments for the Fund.* Worked on a number of non-traditional special situation and complex investments using a variety of instruments including debt, hybrid securities and derivatives.* Development of general investment strategies in addition to portfolio management and risk assessment.* Conducted compliance monitoring of the portfolio as well as personal conduct and trading for the firm. The Company consults the K2 Arbitrage Fund L.P., a $300 million Partnership. As of December 31, 2008, the Partnership had achieved a 25% annualized return (audited) since its December 2000 inception. Show less

* Led all CIBC Capital’s Venture Capital related investing activities in the technology hardware sector reporting to the Chairman of CIBC Capital.* Reviewed/Invested in both private and special situations public transactions.* Led investments totaling about $100MM throughout North America.* Led all aspects of the deal process, including: idea generation, initial meetings and assessment, financial modeling and returns analysis, Investment Committee recommendations and presentations… Show more * Led all CIBC Capital’s Venture Capital related investing activities in the technology hardware sector reporting to the Chairman of CIBC Capital.* Reviewed/Invested in both private and special situations public transactions.* Led investments totaling about $100MM throughout North America.* Led all aspects of the deal process, including: idea generation, initial meetings and assessment, financial modeling and returns analysis, Investment Committee recommendations and presentations to senior CIBC management, deal negotiations, pricing, legal documentation and Board representation. Led a team of Investment Analysts throughout the deal process.* Represented the firm on the Board of Directors of: PortalPlayer Inc. (Santa Clara, CA) which subsequently listed on NASDAQ: “PLAY” and then was sold to nVidia NASDAQ: “NVDA”; Silicon Bandwidth Inc. (San Jose, CA); Equator Technologies Inc. (Campbell, CA), which was subsequently sold to Pixelworks (NASDAQ: “PXLW”) for US$120MM and Cornice Inc. (Longmont, CO); Coactive Networks (Tiburon, CA) and Board Observer at SiGe Semiconductors (Ottawa, ON).Represented the firm on the Investment Advisory Board for Kodiak Ventures LP, a US$350MM venture capital partnership based in Boston, MA. Also represented CIBC World Markets’ interests at partners’ meetings for Argo Global Capital LP, a US$300MM Boston and Montreal based venture capital partnership. Show less

* Initially began as an Investment Analyst (worked on over 15 transactions in this capacity).* Spent the last 3 years as lead manager/co-manager of the public markets portfolio for WVCF’s public investments reporting to the Chief Investment Officer and Senior Vice President, Investments.* Portfolio I managed increased from $50MM to over $250M at my departure.* Managed day-to-day trading activities of the fund as well as all aspects of the deal process including: idea generation… Show more * Initially began as an Investment Analyst (worked on over 15 transactions in this capacity).* Spent the last 3 years as lead manager/co-manager of the public markets portfolio for WVCF’s public investments reporting to the Chief Investment Officer and Senior Vice President, Investments.* Portfolio I managed increased from $50MM to over $250M at my departure.* Managed day-to-day trading activities of the fund as well as all aspects of the deal process including: idea generation, initial meetings and assessment, extensive due diligence, financial modeling and returns analysis, Investment Committee recommendations and presentations to WVCF’s Board of Directors. In the case of Private Company transactions this also included: deal negotiations, pricing, legal documentation and Board representation. * Led/Co-led over 25 public and private investments on behalf of the fund.* Led a team of Investment Analysts throughout the investment process.* Represented the Fund on the Board of Directors of several companies: Ironside Technologies (later sold to SSA Global Technologies; NASDAQ: SSAG); Triple G Systems (later went public on the TSE (TSX: GGG)and then sold to GE Medical Systems); Footmaxx Holdings (TSX-Ven: FMX). Acted as a Board Observer for the Fund for their investments in Systems Xcellence (now Catamaran Corp, TSX: CCT) and GlycoDesign Inc. (TSX:GD). Show less

* Continued PhD research and worked on future publications.