Carlo Perri
Analyst-Fixed Income at Polar Asset Management Partners, Inc.
Network origin in Carlo Perri first degree
Entity | Entity type | Industry | |
---|---|---|---|
Polar Asset Management Partners, Inc.
Polar Asset Management Partners, Inc. Investment ManagersFinance Polar Asset Management Partners, Inc. (Polar) is Canadian hedge fund manager headquartered in Toronto, Ontario. The firm was founded by J. Paul Sabourin in 1991 and is a subsidiary of Polar Financial Corp. Polar provides discretionary investment advice and management services to private investment funds, which may be organized as onshore or offshore limited partnerships or corporations, as well as separately managed accounts.
23
| Subsidiary | Investment Managers | 23 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Carlo Perri via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Queen's University | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
University of Toronto | College/University | Undergraduate Degree Undergraduate Degree Doctorate Degree Undergraduate Degree | |
The University of Waterloo | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
CIBC Asset Management, Inc.
CIBC Asset Management, Inc. Investment ManagersFinance CIBC Asset Management, Inc. (CIBC AM) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1972 and is a wholly owned subsidiary of the Canadian Imperial Bank of Commerce (NYSE, TSE: CM), a publicly traded Canadian chartered bank. CIBC AM manages assets on behalf of institutional, high-net-worth clients and underlying investors in their retail sponsored products. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
HSBC Securities (Canada), Inc.
HSBC Securities (Canada), Inc. Investment Banks/BrokersFinance HSBC Securities (Canada), Inc. is a full service broker/dealer located in Toronto, Ontario. The firm is a subsidiary of HSBC Holdings Plc (NYSE: HCS, NasdaqGS: HSBA). They are a member of the TMX Group, the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). The firm offers their clients advisory and execution products and services in the following areas: M&A advisory, equity and debt capital markets, leveraged and acquisition financing, foreign exchange, fixed-income, derivatives and structured products. HSBC Securities specializes in 4 global sectors: financial institutions, consumer/retail Resources, energy and diversified Industries. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
University of Western Ontario | College/University | Masters Business Admin Undergraduate Degree | |
York University | College/University | Masters Business Admin Masters Business Admin | |
Merrill Lynch & Co. Canada Ltd.
Merrill Lynch & Co. Canada Ltd. Finance/Rental/LeasingFinance The Group's principal activities are to provide investment, financing, advisory, insurance and related products and services on a global basis. The Group's services includes securities brokerage, trading, insurance, record keeping and underwriting through its broker, dealer, banking, insurance and other financial services subsidiaries. The Group operates in three business segments: Global Markets and Investment Banking group, Global Private Client, and Merrill Lynch Investment Managers. The principal subsidiary of the Group is Merrill Lynch, Pierce, Fenner & Smith Inc., which provides securities brokerage, option contracts, commodity and financial futures contracts, selected insurance products, options, corporate and municipal securities, investment banking and business advisory services. The Group operates in Europe, Middle East, and Africa, Pacific Rim, Canada and Latin America. In 2005, the Group acquired Pax Clearing Corp, the advest Group and Amvescap Plc. | Finance/Rental/Leasing | Corporate Officer/Principal 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 | Corporate Officer/Principal | |
BANK OF MONTREAL | Major Banks | Corporate Officer/Principal | |
Picton Mahoney Asset Management
Picton Mahoney Asset Management Investment ManagersFinance Picton Mahoney Asset Management is a hedge fund manager headquartered in Toronto, Ontario. The firm was founded by David Picton, Michael Kuan and Michael Kimmel in 2004 and provides investment solutions to institutional, retail and high net-worth investors in Canada and around the world. | Investment Managers | Portfolio Manager-Equities | |
NewEdge Gold Corp.
NewEdge Gold Corp. Precious MetalsNon-Energy Minerals NewEdge Gold Corp. explores gold mines. | Precious Metals | Corporate Officer/Principal | |
Jemekk Capital Management (2017) Inc.
Jemekk Capital Management (2017) Inc. Investment ManagersFinance Jemekk Capital Management (2017), Inc. (Jemekk Capital) is a Canadian alternative asset management firm headquartered in Toronto, Ontario. The firm was founded by Gerard J. Ferguson, Rick Ummat and Louis A. de Jong in 2004. They are a subsidiary of J2 Capital Management, Inc. Jemekk Capital offers private investment funds that are available to Canadian accredited investors such as High Net Worth, Fund of Fund and Family offices. | Investment Managers | Compliance Officer | |
Stark Investments (Canada) Corp.
Stark Investments (Canada) Corp. Investment ManagersFinance Stark Investments (Canada) Corp. (Stark Investments) is a Canadian hedge fund manager headquartered in Oakville, Ontario. Founded in 1992, the firm is a subsidiary of Stark & Roth LLC, which is owned by Stark & Roth Holdings, Inc. in the US. Stark Investments manages assets of individual and institutional clients. | Investment Managers | Treasurer | |
Mondiale Asset Management Ltd.
Mondiale Asset Management Ltd. Investment ManagersFinance Mondiale Asset Management Ltd. is an independent, Canadian hedge fund manager headquartered in North Vancouver, British Columbia. The firm was founded in 1998 by Vince Grdina and they offer quantitative managed futures trading for institutional clients. | Investment Managers | Founder | |
Harvard University
Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | 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 Investor | |
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 | Institutional Sales | |
Richardson Wealth (USA) Ltd.
Richardson Wealth (USA) Ltd. Investment Banks/BrokersFinance Richardson Wealth (USA) Ltd. is an independent Canadian broker/dealer headquartered in Toronto, Ontario. It was founded by Andrew Marsh as Richardson GMP Ltd. The firm provides a full spectrum of brokerage services to corporate and institutional clients. | Investment Banks/Brokers | Corporate Officer/Principal | |
Paradigm Capital, Inc.
Paradigm Capital, Inc. Investment Banks/BrokersFinance Founded in 1999, Paradigm Capital, Inc. is an independent, institutional investment dealer headquartered in Toronto with an additional office in Calgary. They offer sector-based research, a strong distribution platform and select investment banking mandates. The firm focuses their research, distribution and investment banking efforts on several areas in the Canadian equity markets: growth, mining, energy and energy services. Paradigm is a member of the CIPF. | Investment Banks/Brokers | Institutional Sales | |
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Investment Managers | Analyst-Equity | |
Bentley University | College/University | Undergraduate Degree | |
McMaster University | College/University | Doctorate Degree | |
Schulich School of Engineering | College/University | Undergraduate Degree | |
Susquehanna International Group LLP
Susquehanna International Group LLP Investment ManagersFinance Susquehanna International Group LLP engages in the provision of investment and other financial services. It offers institutional brokerage, trading, research, and market making services for equities. The company was founded by Lon Taylor and Gordon Apple in 1987 and is headquartered in Bala Cynwyd, PA. | Investment Managers | Corporate Officer/Principal | |
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. | Investment Banks/Brokers | Corporate Officer/Principal | |
London School of Economics & Political Science | College/University | Graduate Degree | |
Simon Fraser University | College/University | Undergraduate Degree | |
École Nationale Supérieure de l'Electronique et Applications | College/University | Undergraduate Degree | |
McGill University | College/University | Masters Business Admin | |
Saint Mary's University | College/University | Undergraduate Degree | |
Trillium Health Partners Foundation
Trillium Health Partners Foundation Miscellaneous Commercial ServicesCommercial Services Trillium Health Partners Foundation provides hospital and healthcare services. The firm specializes in patient services, research and innovation and education. The company was founded in July 2013 and is headquartered in Mississauga, Canada. | Miscellaneous Commercial Services | Chairman | |
Trillium Health Partners Volunteers
Trillium Health Partners Volunteers Hospital/Nursing ManagementHealth Services Trillium Health Partners engages in the operation of community-based hospital systems. It offers ambulatory and outpatient services, cancer services, cardiac services, children's services, chronic kidney disease program, clinical genetics, critical care, diabetes services, diagnostic imaging, emergency and urgent care, endoscopy services, family medicine, fracture clinic, medicine, mental health, neurosciences, inpatient services, rehabilitation services, seniors services, surgery, women's and maternal services, and swallowing clinic. The company was founded on December 1, 2011 and is headquartered in Mississauga, Canada. | Hospital/Nursing Management | Director/Board Member | |
University of Windsor | College/University | Undergraduate Degree | |
SMU-Cox School of Business | College/University | Masters Business Admin | |
FITLIFE BRANDS, INC. | Pharmaceuticals: Other | Director/Board Member | |
Manulife Investment Management (US) LLC
Manulife Investment Management (US) LLC Investment ManagersFinance Manulife Investment Management (US) LLC (Manulife IM (US)) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1968 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately held by Manulife Financial Corp. (NYSE, TSX: MFC), a Canadian-based financial services firm. Manulife IM-US manages assets for a variety of institutional and other types of clients, such as public and private pension funds, foundations, mandatory provident funds outside the US, financial institutions, investment trusts, separately managed account clients, and high net-worth individuals. The firm also manages registered funds, which includes UCITS, US and Canadian open- and closed-end mutual funds and privately offered unregistered investment funds. | Investment Managers | Corporate Officer/Principal | |
Institute of Corporate Directors
Institute of Corporate Directors Miscellaneous Commercial ServicesCommercial Services The Institute of Corporate Directors is a not-for-profit, member-based association that serves as a resource and voice for directors and boards. The non-profit company is based in Toronto, Canada, and has subsidiaries in Canada. The ICD provides thought leadership through various publications and is a unified voice for directors. The Canadian company was founded by Brian J. Gibson, and Rahul K. Bhardwaj has been the CEO of the company since 2016. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
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 | |
Manulife Investment Management Ltd.
Manulife Investment Management Ltd. Investment ManagersFinance Manulife Investment Management Ltd. (MIML) is the global asset management arm of Manulife Investment Management Holdings (Canada) Ltd., ultimately held by Manulife Financial Corp. (NYSE, TSE: MFC) in Canada. The firm was founded in 1949 and formerly known as MFC Global Investment Management and as Manulife Asset Management Ltd. Headquartered in Toronto, MIML and their affiliates provide comprehensive asset management solutions for pension plans, foundations, endowments, financial institutions and other institutional investors worldwide, as well as for Manulife and John Hancock's wealth management and retirement products. | Investment Managers | Corporate Officer/Principal |
Statistics
International
Canada | 40 |
United States | 9 |
United Kingdom | 2 |
France | 2 |
Sectoral
Finance | 25 |
Consumer Services | 17 |
Commercial Services | 4 |
Miscellaneous | 3 |
Non-Energy Minerals | 2 |
Operational
Corporate Officer/Principal | 36 |
Analyst-Equity | 22 |
Undergraduate Degree | 20 |
Portfolio Manager-Equities | 9 |
Masters Business Admin | 6 |
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