IMPACT INVESTMENT TEAM IN CANADA

Staff and advisorS

 

Senior Leadership Team

Upkar Arora, FCPA, FCA, ICD.D

Chief Executive Officer

Kelly Gauthier, MBA

President

Marc Foran, MBA, CFA

Chief Investment Officer

Portfolio Management 

Serkan Altay, CFA

Portfolio Manager, Public Investments

Lars Boggild, CFA

Portfolio Manager, Realize Fund I

Karolina Iaydjieva, CFA, CAIA

Portfolio Manager, Custom Impact Portfolios

Alexandra Lee, CFA, CPA, MBA

Portfolio Manager, Custom Impact Portfolios

Chelsea Longaphy, CIM

Portfolio Manager, Custom Impact Portfolios

Monika Anand

Manager, Operations

Investment Research, Assessment, Engagement and Reporting

Ammara Shirazi, MBA

Head, Private Investment Research

Pierre-Laurent Macridis, MSc

Senior Associate, Private Investment Research

Skye Noh

Junior Associate, Private Investment Research

Laurel Dao

Associate, Public Investment Research

Ryan Clancy, CPA, MPPAL

Head, Impact Management

Kate Gatto, MEd

Manager, Impact Management

Sohailia Saywack, MGA, MA

Senior Associate, Impact Management

Alexa Nguyen

Associate, Impact Measurement

Johny Maung, MBA

Manager, Community Investments and Partnerships

Sila Basturk Agiroglu, MES, MSc

Senior Associate, Impact Reporting

Sahil Arora

Associate, Research

Company Operations

Ben Rabinovitch, MBA

Head, Relationship Management

Ragen Mangal, CPA, CGA

Head, Finance, Operations and Compliance

Estelle Taylor

Head, Reporting and Communications

Interns

As part of our commitment to supporting a diverse, strong impact investing sector, we regularly host interns in the summer. We had three interns from May to August 2023, supporting our private investment research, public equities research and impact reporting, and expect to bring four interns on in summer 2024.

Our Advisors

Our advisors augment the work of the board. This group of respected impact investing advisors and champions are committed to helping our clients get the most out of their investments.

Alexandra Baillie

Alexandra Baillie

  • President, Good & Well
  • Co-Chair of the Board of Canadian Stage
  • Vice Chair of the Art Canada Institute.
  • Degrees from Queen’s University, Yale University, and Harvard Business School

 

Bernie Li

Bernie Li

  • Partner, Antler Canada
  • Co-Founder, PURE Energies (acquired by NRG Energy)
  • Advisor and Investor, Flow Water
  • Advisor and Investor, Vizetto
  • Investment Committee Member, The Atmospheric Fund
  • Past Board Member and Treasurer, Centre for Social Innovation
Bill Young

Bill Young

  • Founder and President, Social Capital Partners
  • CEO, Hamilton Computers
  • Chairman and CEO, Optel Communications
  • MBA, Harvard Business School
  • Member of the Order of Canada
Bruce Shewfelt

Bruce Shewfelt

  • President, Acuity Sales Inc.
  • Co-Founder and Senior Advisor, Clariti Strategic Advisors Inc.
  • 30+ years of sales and leadership roles in the institutional asset management and financial services space
  • Board Member, Covenant House Toronto (Chair, Fundraising & Development)
  • Volunteer Advisor, MaRS Discovery District
Christie Stephenson

Christie Stephenson

  • Executive Director, Dhillon Centre for Business Ethics, UBC Sauder School of Business
  • Board Member, UBC Staff Pension Plan
  • Board Member, Vancity financial cooperative
  • Past Manager, ESG Evaluation & Research, NEI Investments
Ken McKinnon

Ken McKinnon

  • Managing Director and Head of Real Estate Corporate Banking at TD Securities
  • Experienced in originating, arranging and syndicating large debt transactions and project financings
  • Lead on TD Securities’ Black Experience Committee
  • Board Member, Fred Victor
Michael Sacke

Komal Bhasin

  • Founder, Insayva Inc.
  • Equity, diversity, inclusion and workplace mental health strategist, speaker, and certified coach, with a particular concentration in mental health and racial inclusion
  • Over 20 years of experience in public policy, strategic planning and senior management
  • Board member, Alzheimer’s Society of Ontario
Michael Sacke

Michael Sacke

  • 20+ years of financial services experience, advising nonprofit organizations and charities to develop alternative funding strategies to create long-term sustainability
Nicholas Parker

Nicholas Parker

  • Chairman, Parker Venture Management
  • Board Chairman, Drashta Ventures
  • Advisory Committee Member, GRE&T Centre, Alectra
  • Co-Chairman, Centre for Mindfulness Studies
  • Distinguished Fellow, Asia Pacific Foundation of Canada
Sarah Doyle

Nilofer Ahmed

  • Vice President of Sales, Marketing & Insights at Motif FoodWorks, a food technology company focused on plant-based food solutions
  • Past Project Leader at Boston Consulting Group
  • Co-founder of Fire Ox Foods, plant-based frozen food company
  • Mentor with EverQuote’s inaugural leadership development program
  • Big Sister with the Big Brothers Big Sisters program

 

Sarah Doyle

Sarah Doyle

  • Chief of Staff to the Director of UCL’s Institute for Innovation and Public Purpose
  • Past Director of Policy and Research at the Brookfield Institute for Innovation + Entrepreneurship
  • Past Senior Policy Advisor, MaRS Discovery District
  • Board member, The Neighbourhood Group

 

Sarah Doyle

Ted Larkin

  • Over 40 years’ experience at senior levels in international finance, investment and sustainability
  • Former Managing Director, Onex Corporation, where he led the development of the group’s ESG/Sustainability program
  • Former Managing Director, UBS Investment Bank in Toronto and London
  • Volunteer instructor with Ontario Track3 Adaptive Sports Association