A TRUSTED LEADER IN IMPACT INVESTING
our history

For nearly a decade we have been at the forefront of impact investing. Providing specialized and innovative solutions that create positive social and environmental change while achieving strong financial returns.

OUR TEAM
Our diverse, multi-disciplinary team brings unparalleled knowledge of and passion for the impact space and a commitment to building tailored solutions that meet our client’s unique needs and expectations.
Upkar Arora
CHIEF EXECUTIVE OFFICER

Upkar Arora is the CEO at Rally Assets. He has completed more than $20 billion of mergers, acquisitions, restructurings, dispositions and financings, and is passionate about leveraging this experience in capital markets toward growing the impact ecosystem.

Andrea Nemtin
Partner

Andrea Nemtin is a Partner at Rally Assets and works with the team to build the organizational strategy to expand our service offering and scale the business. She is a creative, committed and passionate leader with an accomplished career in strategic philanthropy, social finance and social innovation.

Kelly Gauthier
MANAGING DIRECTOR,
IMPACT ADVISORY

Kelly Gauthier leads our Impact Advisory practice, where she works with a range of asset owners and asset managers to design and implement their approach to responsible and impact investing. She draws on over a decade of experience advising social investors, from foundations to investment managers.

Marc Foran
CHIEF INVESTMENT OFFICER

Marc Foran is the Chief Investment Officer for Rally Assets. He is responsible for leading Rally Assets’ multi-asset portfolio strategies and investments. Marc started his career in Investment Banking at RBC Capital Markets and has spent the past 15 years in financial services. He has a diverse background managing global portfolios consisting of public stocks, fixed income, alternative assets and private equity investments. Prior to joining Rally Assets, Marc was a Global Thematic Portfolio Manager at BCI, one of Canada’s largest institutional investment management companies with over $145bn assets under management.

Ammara Shirazi
SENIOR CONSULTANT

Ammara Shirazi is a Senior Consultant with our Impact Advisory team leading and advising on select projects. Ammara is a graduate of the Schulich School of Business and has spent a number of years working in the impact investment sector as well as within several Canadian financial institutions.

Simon Beck
SENIOR CONSULTANT

Simon Beck is a Senior Consultant in our Impact Advisory practice. He joins us as a secondee from the Boston Consulting Group (BCG) where he has worked for over four years specializing in social impact organizations and financial institutions.

Chelsea Longaphy
CONSULTANT

Chelsea Longaphy is a Consultant in our Impact Advisory practice where she advises on select client projects and plays a key role in the firm’s strategic development. She has worked in the impact investing space for over six years, including on community bond offerings and in ESG investment research.

Nikki Kwan
ASSOCIATE

Nikki Kwan is an Associate with Rally Assets, supporting the team in its impact advisory practice and business development. A fresh business school graduate, she brings her business, social finance, and global development experience in Asia and North America.

Kate Murray
Impact Management Advisor

Kate Murray is an Impact Management Advisor and is currently building our impact management framework with a focus on impact investment strategy, portfolio development and impact management and reporting. Kate is passionate about harnessing the power of business to create positive change in the world.

TALK WITH US ABOUT IMPACT INVESTING TODAY.