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 

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

Tarini Sharma

Portfolio Administrator

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

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 Management

Johny Maung, MBA

Manager, Community Investing and Market Building

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

Stéphanie Bernier-Monzon

Senior Associate, Communications

Interns

As part of our commitment to supporting a diverse, strong impact investing sector, we regularly host interns in the summer.  This program is part of the Good & Well internship program.

    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, Vancity financial cooperative and Cooperators insurance cooperative
    • Formerly director of numerous boards including UBC Staff Pension Plan
    • More than 15 years in ESG investing including with NEI Investments and Sustainalytics
    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