Serge Depatie
Portfolio Manager-Equities at Global Alpha Capital Management Ltd.
Network origin in Serge Depatie first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Natcan Investment Management, Inc.
 Natcan Investment Management, Inc. Investment ManagersFinance Founded in 1990, Natcan Investment Management, Inc. is an asset management firm located in Montreal, Quebec with an additional office in Toronto, Ontario. The firm is a subsidiary of National Bank of Canada (TSE: NA). In 2004, Natcan absorbed Altamira Management Ltd. They provide services to institutional clients, in addition to mutual funds and private wealth portfolio management
62
| Extinct | Investment Managers | 62 |
Global Alpha Capital Management Ltd.
 Global Alpha Capital Management Ltd. Investment ManagersFinance Global Alpha Capital Management Ltd. (Global Alpha) is an investment management firm headquartered in Montréal, Canada. The firm was founded in 2004 and is wholly-owned by Global Alpha Capital Management Partnership, which is owned by the firm's management team and Connor, Clark & Lunn Financial Group Ltd. Global Alpha provides investment advice and management on a discretionary basis to pension and profit-sharing plans, trusts and endowments, financial institutions, charitable organizations, corporations, or business entities as well as to various comingled investment vehicles. Global Alpha is a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI).
8
| Subsidiary | Investment Managers | 8 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Serge Depatie via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
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 | |
| NATIONAL BANK OF CANADA | Regional Banks | Corporate Officer/Principal Chief Executive Officer | |
Wafra, Inc.
 Wafra, Inc. Investment ManagersFinance Wafra, Inc. is a registered investment adviser headquartered in New York City. The firm was founded in 1985 and is wholly owned by Wafra InterVest Corp., which in turn is ultimately wholly beneficially owned by the Public Institution for Social Security of Kuwait (PIFSS), an autonomous agency controlled by the government of Kuwait. Wafra provides advisory and consulting services to funds, separately managed accounts and joint venture arrangements. | Investment Managers | Portfolio Manager-Equities | |
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 | Director of Investments Corporate Officer/Principal Portfolio Manager-Equities Portfolio Manager-Equities Director of Investments Corporate Officer/Principal | |
| LAURENTIAN BANK OF CANADA | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
| HONEY BADGER SILVER INC. | Precious Metals | Director/Board Member | |
SEI Investments Management Corp.
 SEI Investments Management Corp. Investment ManagersFinance SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts. | Investment Managers | Corporate Officer/Principal | |
Couche-Tard, Inc.
 Couche-Tard, Inc. Food RetailRetail Trade Couche-Tard, Inc. operates traditional convenience stores engaged in the sale of products such as fresh foods, fast foods, gasoline, ATMs, lottery tickets, newspapers, magazines and interactive terminals. The company was founded in 1988 and is headquartered in Laval, Canada. | Food Retail | Director/Board Member | |
Weiss Multi-Strategy Advisers LLC
 Weiss Multi-Strategy Advisers LLC Investment ManagersFinance Weiss Multi-Strategy Advisers LLC is a SEC-registered investment adviser and hedge fund manager headquartered in New York City with an additional office in Hartford, Connecticut. They are a wholly-owned subsidiary of GWA LLC. The firm is an affiliate of George Weiss Associates, Inc. (GWAI), formerly a SEC and NASD registered broker/dealer which was founded by George A. Weiss in 1978. GWAI was reorganized in 2005 and Weiss Multi-Strategy Advisers LLC was formed as the investment advisory entity which would manage GWAI?s private investment funds, managed accounts and proprietary capital. Weiss Multi-Strategy Advisers provides discretionary investment advisory services to private investment funds, registered investment companies, separately managed accounts for institutional investors, charitable organizations and entities affiliated with the firm. | Investment Managers | Portfolio Manager-Equities | |
| CI FINANCIAL CORP. | Investment Managers | Chief Investment Officer | |
| CANADIAN CONVERTIBLES PLUS FUND | Investment Trusts/Mutual Funds | Director/Board Member Corporate Officer/Principal | |
| CRESCENT SENIOR SECURED FLOATING RATE LOAN FUND, LLC | Investment Trusts/Mutual Funds | President | |
| Stanford University | College/University | Graduate Degree | |
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 | Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Analyst-Fixed Income | |
NCM Asset Management Ltd.
 NCM Asset Management Ltd. Investment ManagersFinance Norrep Capital Management Ltd. (NCM) is a global investment manager headquartered in Calgary, Alberta, Canada. The firm was founded in 1995 as Hesperian Capital Management Ltd. They assumed portfolio management duties for Norrep Investments at the beginning of 1999. On 01 May 2018, Cumberland Partners (CPL), Norrep Investment Management Group Inc. (NIMGI; parent company of NCM), Perron & Partners Wealth Management Corp. (PPWM) and Perron Asset Management Inc. (PAM) amalgamated their entities. As a result of the combination, CIC, CPWM, NIMGI and NCM became wholly-owned subsidiaries of CPL. NCM has provided Canadians with an independent choice for their investments using a highly disciplined approach to investing. | Investment Managers | Portfolio Manager-Equities Chief Investment Officer | |
National Bank Financial, Inc.
 National Bank Financial, Inc. Investment ManagersFinance National Bank Financial, Inc. (NBF) is a Canadian mutual fund manager headquartered in Montréal, Quebec. The firm was founded in 1902 and is a direct subsidiary of National Bank Acquisition Holding, Inc., ultimately owned by National Bank of Canada (TSX: NA). NBF is an integrated firm that combines retail advisory and brokerage services with institutional brokerage, investment banking, corporate finance and securities clearing services for third parties. | Investment Managers | Analyst-Equity Chief Operating Officer | |
National Bank Financial, Inc. (Broker)
 National Bank Financial, Inc. (Broker) Investment Banks/BrokersFinance National Bank Financial, Inc. (Broker) (NBF-Broker) is the broker/dealer division of National Bank Financial, Inc., a Canadian mutual fund manager headquartered in Montréal, Quebec. The firm was founded in 1902 and is a direct subsidiary of National Bank Acquisition Holding, Inc., ultimately owned by National Bank of Canada (TSX: NA). NBF-Broker provides retail advisory and brokerage services with institutional brokerage, investment banking, corporate finance and securities clearing services for third parties. The firm has a substantial presence in all regions of Canada, as well as operations in the US and Europe. | Investment Banks/Brokers | Analyst-Equity Chief Executive Officer | |
Desjardins Securities, Inc.
 Desjardins Securities, Inc. Investment Banks/BrokersFinance Desjardins Securities, Inc. is the broker/dealer arm of the Desjardins Holding Financier, Inc., ultimately held by Le Mouvement des caisses Desjardins in Canada. Founded in 1991, the firm is headquartered in Montréal and has an additional office in Toronto. Desjardins Securities offers businesses and institutions with a complete range of securities brokerage products and services through its investment advisors and its Disnat Online Brokerage division. The firm is an approved participant on the Montreal Exchange and the Toronto Stock Exchange, as well as a participating member of the TSX Venture Exchange. In addition, Desjardins Securities is a member of both the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). | Investment Banks/Brokers | Corporate Officer/Principal | |
| McGill University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
| Queen's University | College/University | Undergraduate Degree Graduate Degree | |
abrdn (USA) Ltd.
 abrdn (USA) Ltd. Investment ManagersFinance abrdn (USA) Ltd. (abrdn USA) is an investment advisory firm headquartered in Boston, Massachusetts. The firm was founded in 2001 and formerly known as SL Investments (No.1) Ltd. and as Standard Life Investments (USA) Ltd. They are a subsidiary of abrdn Investment Management Ltd., ultimately owned by abrdn Plc (LON: ABDN) in Great Britain. abrdn USA provides investment products and solutions to individuals, governments, pension funds, insurers, companies, charities and foundations. | Investment Managers | Corporate Officer/Principal | |
| Concordia University | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Masters Business Admin Masters Business Admin | |
| University of Toronto | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Montréal | College/University | Graduate Degree Masters Business Admin Director/Board Member Undergraduate Degree Undergraduate Degree | |
Golder Associates, Inc.
 Golder Associates, Inc. Engineering & ConstructionIndustrial Services Golder Associates, Inc. provides geotechnical and environmental consulting services. Its services include construction quality assurance, mining engineering, information management , landscape architecture, and water treatment services. The firm serves the land development, water resource management, and power & transportation markets. The company was founded in 1968 and is headquartered in Redmond, WA. | Engineering & Construction | Corporate Officer/Principal | |
| London School of Economics & Political Science | College/University | Graduate Degree | |
| University of Sherbrooke | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree Graduate Degree Graduate Degree Graduate Degree Graduate Degree Graduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
National Bank Trust, Inc.
 National Bank Trust, Inc. Investment ManagersFinance National Bank Trust, Inc. (NBT) is a Canadian investment advisory firm headquartered in Montréal, Quebec. Founded in 1927, the firm was formerly known as General Trust of Canada and changed its name to National Bank Trust, Inc. in January 2001. They are a subsidiary of National Bank of Canada (TSE: NA). NBT offers specialized trust and asset management services to their institutional clients. | Investment Managers | Portfolio Manager-Fixed Income Chief Executive Officer Corporate Officer/Principal | |
| University of Quebec | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
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. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Fixed Income Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income Corporate Officer/Principal Portfolio Manager-Equities Chief Executive Officer Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Portfolio Manager-Fixed Income Analyst-Fixed Income Portfolio Manager-Fixed Income Analyst-Equity Portfolio Manager-Fixed Income Portfolio Manager-Fixed Income Analyst-Equity Analyst-Equity Corporate Officer/Principal Portfolio Manager-Equities Analyst-Equity | |
| Université Laval | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| HEC Montréal | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree | |
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 Corporate Officer/Principal Portfolio Manager-Equities | |
The Bank of Canada
 The Bank of Canada General GovernmentGovernment The Bank of Canada provides banking and financial services. Its services include mortgage and payment processing, loan application, credit card application, accounting solutions, tax preparation, financial analysis, insurance, and payroll processing services to its clients. The company was founded in 1934 and is headquartered in Ottawa, Canada. | General Government | Corporate Officer/Principal Corporate Officer/Principal | |
Desjardins Global Asset Management, Inc.
 Desjardins Global Asset Management, Inc. Investment ManagersFinance Desjardins Global Asset Management, Inc. (DGAM) is a mutual fund manager headquartered in Montréal, Quebec. The firm is a subsidiary of Fédération des caisses Desjardins du Québec. DGAM provides investment advisory and management services to their clients. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
Maple Leaf Short Duration 2017-II Flow Through LP National Cl.
 Maple Leaf Short Duration 2017-II Flow Through LP National Cl. Investment Trusts/Mutual FundsMiscellaneous Maple Leaf Short Duration 2017-II Flow Through LP National Cl. is an open-end investment fund, which engages in mining and energy sectors. The company was founded on December 15, 2016 and is headquartered in Vancouver, Canada. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
| FIERA CAPITAL CORPORATION | Investment Managers | Director/Board Member Chief Executive Officer | |
Quintessence Wealth
 Quintessence Wealth Investment ManagersFinance ETF Capital Management provides wealth management services. The company was founded by Larry Berman in 2006 and is headquartered in Toronto, Canada. | Investment Managers | Portfolio Manager-Equities | |
Fiera Infrastructure, Inc.
 Fiera Infrastructure, Inc. Investment ManagersFinance Fiera Infrastructure, Inc. provides investment in infrastrucute companies. The firm specializes in investment and asset management headquartered in Toronto, Canada. | Investment Managers | Chief Executive Officer | |
| Montreal Children’s Hospital Foundation | Corporate Officer/Principal | ||
| Sorbonne Université | College/University | Doctorate Degree | |
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 | Corporate Officer/Principal | |
Caisse de d?p?t et placement du Qu?bec - White
 Caisse de d?p?t et placement du Qu?bec - White Investment ManagersFinance Caisse de dépôt et placement du Québec - White provides pension and fund management services. The company is based in Toronto, Canada. The Canadian company is ultimately controlled by the Province of Québec. | Investment Managers | Corporate Officer/Principal | |
| Knight Piesold & Co. | Corporate Officer/Principal |
Statistics
International
| Canada | 40 |
| United States | 9 |
| United Kingdom | 2 |
| France | 2 |
Sectoral
| Finance | 27 |
| Consumer Services | 14 |
| Miscellaneous | 5 |
| Non-Energy Minerals | 2 |
| Retail Trade | 2 |
Operational
| Corporate Officer/Principal | 78 |
| Portfolio Manager-Equities | 73 |
| Analyst-Equity | 61 |
| Undergraduate Degree | 53 |
| Director/Board Member | 49 |
Most connected contacts
| Insiders | |
|---|---|
| Louis Vachon | 37 |
| Jim Huang | 18 |
| Craig Porter | 16 |
| Jean-Philippe Lemay | 12 |
| Robert Beauregard | 9 |
| Qing Ji | 9 |
| Robyn Elizabeth Graham | 8 |
| Michael Scala | 8 |
| Reza Shadwan Samahin | 8 |
| Richard Beaulieu | 7 |
| Sain Godil | 7 |
| Jean-Benoit Leblanc | 7 |
| Justin Michael Amero | 7 |
| Jean-François Gagnon | 7 |
| Sam Reda | 7 |
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