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

Client Support and Portfolio Management

At Rally, we focus on delivering a comprehensive suite of services to our asset managment and advisory clients,  including consulting, research, portfolio management and impact analysis.

Serkan Altay, CFA

Portfolio Manager, Public Investments

Karolina Iaydjieva, CFA, CAIA

Impact Portfolio Manager

Chelsea Longaphy, CIM

Impact Portfolio Manager

Ammara Shirazi, MBA

Head, Private Investment Research

Laurel Sabur, MSc

Manager, Private Investment Research

Nayeem Elahi, MSc

Analyst, Impact Data

Nikki Kwan

Senior Associate

Operational Support 

 

Marian Carroll

Manager, Operations and Compliance

Ben Rabinovitch, MBA

Senior Associate, Business Development

Estelle Taylor

Head, Marketing and Communications

Interns

As part of our efforts to build a strong future impact investing sector, we regularly offer internships to students.

Fall 2022 intern:

  • Sahil Arora, 4th Year Carleton University, Bachelor of Public Affairs and Policy Management
    Impact Investing Intern, Business Development

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

 

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

 

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
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
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
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
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
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