Network origin in Alex Chen first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
BMO Capital Markets Corp. (Canada)
 BMO Capital Markets Corp. (Canada) Investment Banks/BrokersFinance BMO Capital Markets Corp. (Canada) (BMO Capital Markets-Canada) is the Canadian brokerage arm of BMO Capital Markets Corp., a full-service financial services provider in the US. The firm was founded in 1817 and is a subsidiary of BMO Asset Management, Inc., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. Headquartered in Toronto, BMO Capital Markets-Canada provides full-service, institutional brokerage services to corporate, institutional and government clients around the world.
30
| Operating Division | Investment Banks/Brokers | 30 |
Western University
12
| College/University | Other Consumer Services | 12 |
Fiera Capital Corp. (Investment Management)
 Fiera Capital Corp. (Investment Management) Investment ManagersFinance Fiera Capital Corp. (Investment Management) (FCC-IM) is the investment management division of Fiera Capital Corp. (TSE: FSZ), a publicly listed asset management firm headquartered in Montreal, Quebec. The firm was founded in 2010 through a merger with Sceptre Investment Counsel Ltd. FCC-IM offers customized multi-asset solutions across traditional and alternative asset classes to institutional, retail, and private wealth clients across North America, Europe, and key markets in Asia.
8
| Operating Division | Investment Managers | 8 |
Morgan Bay Capital, Inc.
 Morgan Bay Capital, Inc. Investment ManagersFinance Morgan Bay Capital, Inc. is an independent, Canadian hedge fund manager headquartered in Toronto, Ontario. The firm was founded in 1999 by Matthew “Matt” Rivard and John MacDonald. Morgan Bay Capital provides investment advice to high-net worth individuals and institutional investors.
2
| Private Company | Investment Managers | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Alex Chen via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
The Caisse de dépôt et placement du Québec
 The Caisse de dépôt et placement du Québec Investment ManagersFinance The Caisse de dépôt et placement du Québec (CDPQ) is a government-owned institutional fund manager headquartered in Montréal, Canada. Founded in 1965, CDPQ manages the funds of several depositor groups primarily for public and parapublic pension and insurance plans which pay out benefits to more than two million Quebecers each year. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities | |
Cormark Securities, Inc.
 Cormark Securities, Inc. Investment Banks/BrokersFinance Cormark Securities Inc. (Cormark) is an independent investment dealer headquartered in Toronto, Canada with additional office in Calgary. The firm was founded in 1981 as Sprott Securities, Inc. Cormark Securities provides execution and comprehensive coverage of Canadian listed companies to domestic and international institutional investors. They focus on Canadian-listed, mid-cap and emerging growth companies. | Investment Banks/Brokers | Analyst-Equity | |
Bone Solutions, Inc.
 Bone Solutions, Inc. Medical SpecialtiesHealth Technology Bone Solutions, Inc. operates as a medical device company. It provides medical technologies to orthopedic surgeons. It designs, develops, manufactures and markets magnesium-oxide based technologies for orthopedic applications. The firm’s products include OsteoCrete technology, Bone-GnX and synthetic. The company was founded by Tom Lally and Drew M. Diaz and is headquartered in Dallas, TX. | Medical Specialties | Director/Board Member | |
| Rotman School of Management | College/University | Undergraduate Degree Masters Business Admin | |
1832 Asset Management LP
 1832 Asset Management LP Investment ManagersFinance 1832 Asset Management LP (1832 AM) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm does business as Scotia Global Asset Management and is a subsidiary of Bank of Nova Scotia (NYSE, TSX: BNS). In 2013, another BNS subsidiary, GCIC Ltd. underwent an internal consolidation and transferred its asset management business to 1832 AM. In 2008, through a reorganization by the Bank of Nova Scotia, Scotia Asset Management came to encompass the Scotia Funds, the asset management programs that had been run by the bank's brokerage arm Scotia McLeod and Scotia Cassels Investment Counsel Ltd. 1832 AM offers a broad range of investment solutions to meet the diverse needs of clients across all levels of wealth in Canada and around the world. | Investment Managers | Analyst-Equity | |
| Imperial College London | College/University | Graduate Degree | |
TD Securities, Inc.
 TD Securities, Inc. Investment Banks/BrokersFinance TD Securities, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm is a subsidiary of The Toronto-Dominion Bank (NYSE, TSE: TD). TD Securities provides a wide range of capital market products and services to corporate, government and institutional clients. Their services also include the underwriting and distribution of new debt and equity issues, providing advice on strategic acquisitions and divestitures and executing daily trading and investment needs. The firm’s equity group provides research coverage of various sectors. Their fixed-income group provides a full range of underwriting sales and trading products for Canadian, US and European debt issuers and investors. | Investment Banks/Brokers | Corporate Officer/Principal | |
RBC Dominion Securities, Inc.
 RBC Dominion Securities, Inc. Investment ManagersFinance RBC Dominion Securities, Inc. (RBCDS) is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm was founded in 1901 and is a subsidiary of Royal Bank of Canada (TSE, NYSE: RY). RBCDS provides a full spectrum of brokerage services to retail and corporate clients. | Investment Managers | Analyst-Equity Director/Board Member Analyst-Equity Corporate Officer/Principal | |
Brookfield Asset Management PIC Canada LP
 Brookfield Asset Management PIC Canada LP Investment ManagersFinance Brookfield Asset Management PIC Canada LP (BAM PIC Canada) is an investment advisory firm headquartered in Toronto, Canada. They are a subsidiary of Brookfield Infrastructure GP ULC, and their ultimate parent is Brookfield Corp. (NYSE: BN). BAM PIC Canada provides investment advisory services to private investment funds structured as limited partnerships (and alternative investment vehicles and parallel or co-investment vehicles formed for investments made outside or alongside the limited partnerships) and publicly listed operating partnerships. Investors in Brookfield Funds generally include public and corporate pensions, sovereign wealth funds, insurance companies, financial institutions, corporations and high-net worth individuals. | Investment Managers | Corporate Officer/Principal | |
| York University | College/University | Masters Business Admin Undergraduate Degree | |
| Queen's University | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
| Concordia University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of British Columbia | College/University | Undergraduate Degree Undergraduate Degree | |
| Simon Fraser University | College/University | Undergraduate Degree | |
| Toronto Metropolitan University of | College/University | Graduate Degree | |
| University of Toronto | College/University | Graduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| The University of Waterloo | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
| University of Western Ontario | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| McMaster University | College/University | Undergraduate Degree Masters Business Admin | |
| University of Calgary | College/University | Undergraduate Degree | |
DBRS Ltd.
 DBRS Ltd. Financial Publishing/ServicesCommercial Services DBRS Ltd. operates as credit ratings agency. The firm provides tools that helps the investors in making investment decisions. It offers web subscriptions, DBRS Viewpoint, DBRS Product Manual, and RatingsNow. The company was founded by Walter Schroeder in 1976 and is headquartered in Toronto, Canada. | Financial Publishing/Services | Corporate Officer/Principal Corporate Officer/Principal | |
Novacap Management, Inc.
 Novacap Management, Inc. Investment ManagersFinance Novacap Management, Inc (Novacap Management) is a Private Equity firm founded in 1981 by Marc Beauchamp. The firm is headquartered in Brossard, Quebec. | Investment Managers | Private Equity Analyst | |
| Bar-Ilan University | College/University | Undergraduate Degree | |
| HEC Montréal | College/University | Undergraduate Degree Masters Business Admin | |
Laurentian Bank Securities, Inc.
 Laurentian Bank Securities, Inc. Investment Banks/BrokersFinance Laurentian Bank Securities is an independent broker/dealer located in Montreal. They are a subsidiary of Laurentian Bank of Canada (TOR:LB). The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Fiera Holdings, Inc.
 Fiera Holdings, Inc. Investment ManagersFinance Fiera Capital, Inc. is a Canada-based independent investment advisor headquartered in Montreal with an additional office in Toronto. The firm was founded in 1983 and was formerly known as Fiera YMG Capital. Fiera Capital offers a range of traditional and quantitative products for institutional investors, retail and private clients, and third-party funds. | Investment Managers | Analyst-Equity Head-Fixed Income Invts | |
| Universidad Católica Andrés Bello | College/University | Undergraduate Degree | |
Mustang Capital Management LLC
 Mustang Capital Management LLC Investment ManagersFinance Mustang Capital Management LLC provides investment advice. The private company is based in Houston, TX and has subsidiaries in the United States. The company was founded in 2002. John Kirk Hilton Linnartz has been the CEO of the company since 2002. | Investment Managers | Corporate Officer/Principal | |
| Narsee Monjee Institute of Management Studies | College/University | Masters Business Admin | |
HSBC Alternative Investments Ltd.
 HSBC Alternative Investments Ltd. Investment ManagersFinance HSBC Alternative Investments Ltd. (HAIL) is the fund-of-hedge fund management subsidiary of HSBC Global Asset Management Ltd., ultimately held by HSBC Holdings Plc (LSE: HSBA; NYSE: HSBC) in Great Britain. The firm was founded in 1993 and is headquartered in London. HAIL offers a range of investment choices and services such as hedge fund, real estate and private equity solutions for both private and institutional clients. They specialize in alternative funds and funds of funds investments. | Investment Managers | Corporate Officer/Principal | |
IA Private Wealth, Inc. (Broker)
 IA Private Wealth, Inc. (Broker) Investment Banks/BrokersFinance IA Private Wealth, Inc. (Broker) (IA Private Wealth-Broker) is the brokerage division of IA Private Wealth, Inc., wealth management firm headquartered in Montreal, Canada. The firm is a subsidiary of Industrial Alliance Insurance & Financial Services, Inc., which is owned by iA Financial Corp., Inc. (TSE: IAG). IA Private Wealth-Broker offers brokerage services in stocks, bonds and mutual funds to individuals and institutions. | Investment Banks/Brokers | Analyst-Equity | |
Canaccord Genuity Corp.
 Canaccord Genuity Corp. Investment Banks/BrokersFinance Canaccord Genuity Corp. (CGC) is the broker/dealer subsidiary of Canaccord Genuity Group, Inc., (TSE: CF; OTCMKTS: CCORF) in Canada. The firm was founded in 2010 and is locally known as Financière Canaccord ltée. Headquartered in Vancouver, CGC offers corporate and institutional clients with versatile and responsive sales and execution services that range from Institutional Equities and International Equities to Electronic Trading and Fixed Income. Their sales & trading team execution capabilities encompass a wide range of products and services such as Equities, ADR’s, OTC, ETF’s, Fixed Income, Options, Preferreds, Investment Companies. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
| Sauder School of Business | College/University | Undergraduate Degree | |
Echelon Wealth Partners, Inc.
 Echelon Wealth Partners, Inc. Investment Banks/BrokersFinance Echelon Wealth Partners, Inc. (Echelon) is a Canadian-owned and operated full-service broker-dealer headquartered in Toronto, Ontario. The firm was founded by Robert Furse and David Cusson in 2010 as Euro Pacific Canada, Inc. They are owned by 1-UP Holdings Corp., a holding company. Echelon offers superior investment advice and efficient trade execution for their institutional and retail clients. In 2023, Echelon and PI Financial Corp. (now known as Ventum Financial Corp.) have agreed to combine in a merger of equals to create an investment advisory, wealth management, and capital markets firm. | Investment Banks/Brokers | Analyst-Equity Private Equity Analyst | |
Plaza Ventures
 Plaza Ventures Investment ManagersFinance Plazacorp Ventures is an independent venture capital firm founded in 2008. The firm is headquartered in Ontario, Canada. | Investment Managers | Private Equity Investor | |
Origin Merchant Partners
 Origin Merchant Partners Investment Banks/BrokersFinance Origin Merchant Partners operates as an investment bank. It provides value added corporate finance, mergers and acquisitions and merchant banking services. The firm serves the agriculture, consumer products, financial services, healthcare, industrials, media, mining, oil and gas, power and utilities, real estate, technology, telecommunications and transportation industries. The company was founded by W. Glenn Shyba in 2011 and is headquartered in Toronto, Canada. | Investment Banks/Brokers | Private Equity Analyst | |
| The Schulich School of Business | College/University | Masters Business Admin Undergraduate Degree | |
| Richard Ivey School of Business | College/University | Masters Business Admin | |
Whitehorse Liquidity Partners, Inc.
 Whitehorse Liquidity Partners, Inc. Investment ManagersFinance Whitehorse Liquidity Partners, Inc. (Whitehorse Liquidity Partners) is an independent private equity/venture capital firm founded in 2015. The firm is headquartered in Toronto. | Investment Managers | Private Equity Analyst Private Equity Analyst | |
| The Beedie Endowment Asset Management (BEAM) Fund | Corporate Officer/Principal | ||
| Lazaridis School of Business & Economics | College/University | Graduate Degree | |
Agrium GP
 Agrium GP Chemicals: AgriculturalProcess Industries Part of Nutrien Ltd., Agrium GP is a Canadian company that manufactures and distributes fertilizers. The company is based in Calgary, Canada. | Chemicals: Agricultural | Corporate Officer/Principal | |
| CIBC Capital Markets, Inc. | Corporate Officer/Principal | ||
INCapital Ventures Manager, Inc.
 INCapital Ventures Manager, Inc. Investment ManagersFinance INCapital Ventures Manager Inc (INCapital Ventures) is independent venture capital firm founded in 2019. The firm headquartered in Toronto, Ontario. | Investment Managers | Private Equity Investor | |
Highline Beta, Inc
 Highline Beta, Inc Investment ManagersFinance Highline Beta, Inc (HIghline Beta) is a venture capital firm founded in 2016 by Lauren Robinson. The firm is headquartered in Toronto, Ontario. | Investment Managers | Private Equity Investor |
Statistics
International
| Canada | 39 |
| United Kingdom | 4 |
| United States | 3 |
| Israel | 2 |
| Venezuela | 2 |
Sectoral
| Consumer Services | 22 |
| Finance | 21 |
| Health Technology | 2 |
| Miscellaneous | 2 |
| Commercial Services | 2 |
Operational
| Analyst-Equity | 58 |
| Undergraduate Degree | 47 |
| Corporate Officer/Principal | 32 |
| Masters Business Admin | 14 |
| Portfolio Manager-Equities | 13 |
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