Steve Balaban, Cfa

Steve Balaban, Cfa Email and Phone Number

Making the Complex World of Private Equity Simple @ Mink Capital
Steve Balaban, Cfa's Location
Toronto, Ontario, Canada, Canada
Steve Balaban, Cfa's Contact Details

Steve Balaban, Cfa work email

Steve Balaban, Cfa personal email

About Steve Balaban, Cfa

Steve Balaban is the Chief Investment Officer of Mink Capital where he advises, consults and educates family offices on how to invest in private equity. Due to the rising demand from family offices, financial institutions and service providers in private equity, he launched Mink Learning, a private equity education company that offers videos, resources and training to make the complex world of private equity simple. Steve is also an award-winning lecturer at the University of Waterloo where he has created new courses on private equity, wealth management and the international course, a course that takes students to different areas of the world each year. His approach to education is unique as he uses innovative technologies and experiential teaching methods to explain concepts to his students. His passion for teaching resulted in being the only lecturer in the history of the University of Waterloo to win both the Distinguished Teaching Award and the WUSA Excellence in Undergraduate Teaching Award in the same year.In an effort to educate his students and the general public about private equity, Steve launched a one-of-a-kind private equity YouTube Channel to make the complex world of private equity simple. This channel has received over 1,000,000 views and counting.Steve is also a contributing author on the subject of private equity for the CFA Institute and he served on the Board of Directors for the CFA Society Toronto.Prior to Mink Capital and the University of Waterloo, Steve worked at Dunkley Capital, a Canadian Family Office, where he invested in private equity, including a consolidation of billboard companies throughout Canada where he served as President of Stellar Outdoor Advertising.Steve received a Bachelor of Mathematics from the University of Waterloo, where he graduated on the Dean’s List, and received an Honours Bachelor of Business Administration from Wilfrid Laurier University. He has also earned his Chartered Financial Analyst (CFA) designation.Steve has extensive international experience. He has worked, studied and visited over 85 countries in every continent in the world.

Steve Balaban, Cfa's Current Company Details
Mink Capital

Mink Capital

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Making the Complex World of Private Equity Simple
Steve Balaban, Cfa Work Experience Details
  • Mink Capital
    Chief Investment Officer | Private Equity
    Mink Capital May 2011 - Present
    Toronto, Ontario, Ca
    Advise, Consult and Educate Family Offices on How to Invest in Private EquityVisit us at www.minkcapital.ca
  • Mink Learning
    Chief Learning Officer | Private Equity Education
    Mink Learning Mar 2019 - Present
    Toronto, Ca
    Make the Complex World of Private Equity Simple through videos, online sessions and workshops for:- Family Offices- Finance Professionals- Lawyers, Accountants and Service Providers with Private Equity ClientsVisit us at minklearning.com
  • University Of Waterloo
    Lecturer | Private Equity | Wealth Management
    University Of Waterloo Sep 2014 - Present
    Waterloo, Ontario, Ca
    Teaching• Designed and developed a new Private Equity course that provides a comprehensive understanding of the Private Equity landscape, as well as details on Limited Partnership Agreements, Private Equity Trends, Private Equity Funds, Private Equity Deals, Value Creation, Leverage Buyout (LBO) Models and more• Designed and developed a new Wealth Management course that uses Problem Based Learning to place students in the role of a wealth manager solving real-world client problems.• Redesigned and developed an Applied Finance course that focuses on Global Financial Markets, Valuation and the development of problem-solving skills that are applicable for financial decisions• Taught Corporate/Managerial Finance 1 - focus on Global Financial Markets, Risk/Return Analysis, Valuation and more• Taught Corporate/Managerial Finance 2 - focus on Valuation, Capital Structure, Dividend Policy, Options, Long/Short term Financing, and more• Winner of the Distinguished Teaching Award: https://uwaterloo.ca/centre-for-teaching-excellence/steve-balaban-recipient-distinguished-teacher-award-2019Speeches and Workshops• Presented to the Wealth Management Institute in Singapore in 2018 the topic: - How to Use Problem Based Learning for Wealth Management Training?• Spoke at the Teaching and Learning Conference in 2018 the topic: - What is Problem Based Learning?• Created and presented teaching-focused workshops for University of Waterloo Faculty on the topics: - What is Problem Based Learning? - What Happens When Students Become Partners in Teaching and Learning?• Co-led a three-day Instructional Skills Workshop for University of Waterloo Faculty designed for both new and experienced educators
  • Cfa Institute
    Contributing Author | Private Equity
    Cfa Institute May 2020 - Present
    Charlottesville, Va, Us
    - CFA Level I - Wrote the Private Equity and Private Debt sections as part of the Alternative Investments section for the CFA Level I Materials that will be released in 2022- CFA Level III - As the CFA Private Equity Subject Matter Expert, worked with other CFA Alternative Investment Subject Matter Experts (ie. Infrastructure, other Real Assets and Risk) from Hong Kong, Singapore, the Middle East, Netherlands and US to develop a detailed real world Alternative Investment case for the CFA Level III Materials that will be released in 2023
  • Wealth Management Canada
    Founding Partner | Wealth Management
    Wealth Management Canada Jan 2014 - Jul 2022
    Toronto, Ontario, Ca
    • Connect investors with top wealth management firms that best suit investors' needs.Visit us at www.wealthmanagementcanada.com
  • Cfa Society Toronto
    Member Board Of Directors
    Cfa Society Toronto Sep 2017 - Nov 2020
    Toronto, On, Ca
    • Served as a member of the Board of Directors for the CFA Society Toronto, which strives to achieve our mission and vision through the following strategic objectives:- Driving Member Value- Increasing Designation Value- Increasing Efficiency and Talent Development
  • Wilfrid Laurier University
    Lecturer | Investment (Wealth) Management | Mba/Mfin
    Wilfrid Laurier University May 2015 - Sep 2017
    Waterloo, On, Ca
    • Taught Investment (Wealth) Management (both MFin and Undergrad) - focus on helping students understand the investment opportunities in the financial markets and the risk-return relations among securities included in investment portfolios, securities analysis, portfolio management, and modem portfolio theories.• Taught Advanced Corporate Finance (MBA) - focus on five major topics in corporate finance: capital budgeting, DCF valuation, payout policy, capital structure, and mergers & acquisitions.
  • Stellar Outdoor Advertising
    President | Billboard/Out Of Home Advertising | Media
    Stellar Outdoor Advertising Jan 2008 - Mar 2011
    Toronto, Ca
    • Acquired/built billboard/out-of-home advertising companies across Canada, including Hamilton’s only digital billboard network (which was later sold to Pattison Outdoor)
  • Dunkley Capital
    Chief Investment Officer | Private Equity
    Dunkley Capital Jan 2008 - Mar 2011
    • Negotiated and acquired real estate properties, outdoor advertising assets and other private businesses
  • Gluskin Sheff + Associates Inc.
    Equity Research Analyst - Co-Op
    Gluskin Sheff + Associates Inc. May 2005 - Apr 2006
    Toronto, Ca
    • Researched and recommended companies for the GS+A Regular and Premium Hedge Funds

Steve Balaban, Cfa Skills

Investments Private Equity Financial Analysis Valuation Entrepreneurship Marketing Portfolio Management Financial Modeling Analysis Marketing Strategy Strategic Planning Mergers And Acquisitions Due Diligence Real Estate Corporate Finance Business Strategy Business Development Business Planning Negotiation Analytical Skills New Business Development Market Research Mergers Competitive Analysis Outdoor Advertising

Steve Balaban, Cfa Education Details

  • University Of Waterloo
    University Of Waterloo
    Bmath - Mathematics
  • Wilfrid Laurier University
    Wilfrid Laurier University
    Bba - Business
  • Cfa Institute
    Cfa Institute
    Cfa
  • Corvinus University Of Budapest
    Corvinus University Of Budapest
    International Business - Exchange

Frequently Asked Questions about Steve Balaban, Cfa

What company does Steve Balaban, Cfa work for?

Steve Balaban, Cfa works for Mink Capital

What is Steve Balaban, Cfa's role at the current company?

Steve Balaban, Cfa's current role is Making the Complex World of Private Equity Simple.

What is Steve Balaban, Cfa's email address?

Steve Balaban, Cfa's email address is sb****@****ital.ca

What schools did Steve Balaban, Cfa attend?

Steve Balaban, Cfa attended University Of Waterloo, Wilfrid Laurier University, Cfa Institute, Corvinus University Of Budapest.

What skills is Steve Balaban, Cfa known for?

Steve Balaban, Cfa has skills like Investments, Private Equity, Financial Analysis, Valuation, Entrepreneurship, Marketing, Portfolio Management, Financial Modeling, Analysis, Marketing Strategy, Strategic Planning, Mergers And Acquisitions.

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