Ursprung des Netzwerks ersten Grades von Terry Lo
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
McGill University
357
| College/University | Other Consumer Services | 357 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Terry Lo
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
BANK OF MONTREAL | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
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 Portfolio Manager-Equities | |
UBS Securities LLC
UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Corporate Officer/Principal Analyst-Equity Analyst-Equity | |
CIBC Mellon Trust Co.
CIBC Mellon Trust Co. Investment Banks/BrokersFinance CIBC Mellon Trust Co. is a Canadian company that specializes in investment servicing for Canadian and international institutional investors. CIBC Mellon is based in Toronto, CA and has subsidiaries in Canada and the United States. CIBC Mellon offers a range of investment servicing solutions, including custody, fund administration, pension services, and securities lending services. The joint venture company is committed to accessibility for all individuals, including those with disabilities. The company was founded in 1996 and is jointly owned by The Bank of New York Mellon and Canadian Imperial Bank of Commerce. The CEO of the company is Mal Cullen. | Investment Banks/Brokers | Corporate Officer/Principal | |
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 | |
ATB Capital Markets, Inc.
ATB Capital Markets, Inc. Investment Banks/BrokersFinance Founded in 2010 by George Gosbee, AltaCorp Capital Inc. is an institutional financial advisory and brokerage firm headquartered in Calgary, Alberta, Canada. The firm offers a full spectrum of value-added financial and advisory services to corporations in across various stages of development. Their products and services include corporate mergers and acquisition advisory, equity financings, asset acquisitions and divestitures advisory, institutional sales and trading and institutional equity research. AltaCorp Capital focuses on key drivers of the Western Canadian economy that are global in scope including energy, agri-industry and diversified industries, with overlap into interdependent subsectors. The firm's research includes macro analysis, theme pieces, daily notes, corporate reviews, quarterly and annual overviews and other relevant market/sector issues. AltaCorp Capital's Institutional Sales and Trading team has expertise in both national and global trading markets and are fully integrated within an expansive network of long-standing relationships with institutional clients. They offer execution in trading securities and relevant and timely placing of new offers/issues. The firm also offers execution in institutional block trading and an industry leading technical platform. AltaCorp maintains a strategic relationship with ATB Financial, a full-service financial institution headquartered in Edmonton, Alberta. | Investment Banks/Brokers | Analyst-Equity | |
RIWI CORP. | Packaged Software | Chief Executive Officer Chief Tech/Sci/R&D Officer | |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin | |
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 | Doctorate Degree Masters Business Admin Undergraduate Degree | |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal Institutional Sales Analyst-Equity | |
Sectoral Asset Management, Inc.
Sectoral Asset Management, Inc. Investment ManagersFinance Sectoral Asset Management, Inc. (Sectoral) is an investment management firm headquartered in Montréal, Canada. The firm was founded in 2000 by Jérôme G. Pfund and Michael J. Sjöström. They are a wholly-owned subsidiary of Sectoral Asset Management Holding Ltd. in Hong Kong. Sectoral manages public and private equity healthcare strategies for investors around the world. Their clients include sovereign wealth funds, private banks, and family offices. In addition, they have long-standing sub-advisory relationships with institutional investors in Europe and Asia. | Investment Managers | Analyst-Equity Chief Investment Officer | |
Scotia Capital, Inc. (Broker)
Scotia Capital, Inc. (Broker) Investment Banks/BrokersFinance Scotia Capital, Inc. (Broker) (Scotia Capital-Broker) is the broker-dealer division of Scotia Capital, Inc., a full-service financial services firm headquartered in Toronto, Canada. The firm is owned by The Bank of Nova Scotia (NYSE, TSE: BNS). Scotia Capital-Broker delivers a broad range of electronic trading products such as high-touch, low-latency, market access and a broad algorithmic trading suite for a wide range of clients globally. They publish monthly indexes to help investors track the performance of Canadian Hedge Funds and Alternative Mutual Funds. | Investment Banks/Brokers | Corporate Officer/Principal | |
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 | Director of Research - Equity Corporate Officer/Principal | |
The Boston Consulting Group, Inc.
The Boston Consulting Group, Inc. Miscellaneous Commercial ServicesCommercial Services The Boston Consulting Group, Inc. engages in the provision of management consulting services. It specializes in automotive and mobility; biopharmaceuticals; consumer products; education; oil and gas; power and utilities; engineered products and infrastructure; financial institutions; and health care payers, providers, and services. It offers big data and advanced analytics; change management; client learning and enablement; and corporate development and financial services. The company was founded by Bruce Doolin Henderson in 1963 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Lazard Freres & Co. LLC (Broker) | Investment Banks/Brokers | Analyst-Equity | |
Fasken Martineau DuMoulin LLP
Fasken Martineau DuMoulin LLP Miscellaneous Commercial ServicesCommercial Services Fasken Martineau DuMoulin LLP operates as law firm. It provides legal services to construction, financial, insurance, life sciences, corporate, and commercial industry. It offers Labour employment and human rights, litigation and dispute resolution, and privacy and cybersecurity risk management. The company was founded in 1863 and is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
PI Financial Corp.
PI Financial Corp. Investment Banks/BrokersFinance Ventum Financial Corp. is a full-service Investment Dealer headquartered in Vancouver, Canada. The firm was founded by Max Meier and John Eymann in 1982 as Pacific International Securities, Inc. They became PI Financial Corp. (PI) in 2007 and changed their name to Ventum Financial Corp. in 2024 as part of the process of amalgamation between PI and Echelon Wealth Partners, Inc., previously announced in March 2023. Ventum Financial provides expertise across a variety of growth sectors and delivers a full range of capital markets services, which include equity research, investment banking, advisory, and institutional sales and trading to mid-market corporate clients in Canada. They prioritize minimal market impact during superior trade execution. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
University of Cambridge | College/University | Graduate Degree Graduate Degree | |
Deloitte Consulting LLP
Deloitte Consulting LLP Miscellaneous Commercial ServicesCommercial Services Deloitte Consulting LLP provides business consulting services. It offers services related to public finance, public sector management, health and social protection, information technology, financial sector, and trade and investment. The company was founded in 1996 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Consultant / Advisor | |
Queen's University | College/University | Undergraduate Degree Masters Business Admin | |
SIIC Asset Management Co., Ltd.
SIIC Asset Management Co., Ltd. Investment ManagersFinance SIIC Asset Management Co., Ltd. provides asset management services and is ultimately controlled by the City of Shanghai. The company is based in Hong Kong, Hong Kong. | Investment Managers | Corporate Officer/Principal | |
Concordia University | College/University | Graduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
University of Toronto | College/University | Masters Business Admin Graduate Degree Undergraduate Degree | |
London School of Economics & Political Science | College/University | Undergraduate Degree Graduate Degree | |
École des Hautes Études Commerciales de Paris | College/University | Masters Business Admin | |
Core Pacific Yamaichi Capital Ltd.
Core Pacific Yamaichi Capital Ltd. Investment Banks/BrokersFinance Part of Core Pacific Group, Core Pacific Yamaichi Capital Ltd. is a Chinese company that provides investment banking services. The company is based in Hong Kong, Hong Kong. | Investment Banks/Brokers | Corporate Officer/Principal | |
The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Québec Bar Assoication
Québec Bar Assoication Financial ConglomeratesFinance The Québec Bar Association is a professional organization that oversees the practice of over 29,000 lawyers in all areas of law. The organization is based in Montréal, Canada. and has subsidiaries in Canada. The mission of the association is to ensure the protection of the public, contribute to accessible and quality justice, and defend the rule of law. | Financial Conglomerates | Corporate Officer/Principal Corporate Officer/Principal | |
Accenture LLC
Accenture LLC Miscellaneous Commercial ServicesCommercial Services Accenture LLC operates as a global management consulting, technology services and outsourcing company. The company is headquartered in Reston, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
The Schulich School of Business | College/University | Masters Business Admin Masters Business Admin | |
Middle East Venture Partners
Middle East Venture Partners Investment ManagersFinance Middle East Venture Partners(MEVP) is a venture capital firm headquartered in Dubai. The firm founded in 2010 by Walid Hanna. | Investment Managers | Chief Executive Officer Consultant / Advisor | |
Raymond James Ltd.
Raymond James Ltd. Investment ManagersFinance Raymond James Ltd. operates as a full-service investment dealer. The firm operates under the divisions of personal investing and equity capital markets. Personal Investing offers solutions to individuals interested in ensuring income, asset growth, and retirement plans. Equity Capital Market provides expertise in investment banking, research, corporate finance, and institutional sales and trading. It caters to individual and institutional clients as well as corporate issuers. The company was founded in 2001 and is headquartered Vancouver, Canada. | Investment Managers | Corporate Officer/Principal Compliance Officer | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
INVERITE INSIGHTS INC. | Packaged Software | Director/Board Member Director/Board Member | |
DailyFeats, Inc.
DailyFeats, Inc. Packaged SoftwareTechnology Services DailyFeats, Inc. engages in the provision of a health-as-a-service platform. It offers an end-to-end operating system for benefits that includes a marketplace, a comprehensive benefits administration system, and a mobile platform where employees access everything benefits-related, navigate the healthcare system, and manage their health and wealth. The company was founded by Veer Gidwaney and Vinay Gidwaney on June 26, 2008 and is headquartered in Boston, MA. | Packaged Software | Director/Board Member Consultant / Advisor | |
Zoomaal.Com Ltd.
Zoomaal.Com Ltd. Information Technology ServicesTechnology Services Zoomaal.Com Ltd. develops a crowdfunding platform. It supports and funds projects for event organizers, creatives, scientists, engineers, web and mobile developers, product designers, video producers, and community activists. The company was founded by Abdallah Absi in 2012 and is headquartered in Beirut, Lebanon. | Information Technology Services | Director/Board Member | |
Griffin Partners LLC
Griffin Partners LLC Investment ManagersFinance Griffin Partners LLC (Griffin Partners) is a private equity firm founded in 2008 by Chester Patchen White and Robert Michael Platek. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Analyst | |
ANGHAMI INC. | Internet Software/Services | Director/Board Member | |
Speed Lebanon
Speed Lebanon Investment ManagersFinance Speed Lebanon (Speed@BDD) is a venture capital firm founded in 2014 by sami Abou Saab. The firm is Headquartered in Beirut, Lebanon. | Investment Managers | Director/Board Member | |
RBC Dexia Investor Services Trust
RBC Dexia Investor Services Trust Investment Banks/BrokersFinance RBC Dexia Investor Services Trust operates as a provider of performance measurement and fund administration tools. RBC Dexia Investor Services Trust operates as a subsidiary of RBC Dexia Investor Services Ltd. The company was founded in 2006 and is headquartered in Calgary, Canada. | Investment Banks/Brokers | Corporate Officer/Principal | |
CCB International Asset Management Ltd.
CCB International Asset Management Ltd. Investment ManagersFinance CCB International Asset Management Ltd. (CCBIAM) is the asset management subsidiary of CCB International (Holdings) Ltd., which is ultimately held by state-owned China Investment Corp. Headquartered in Hong Kong, CCBIAM is the major platform for China Construction Bank Group (CCB Group) to develop overseas asset management business, and act as its Global Asset Management Business Center. | Investment Managers | Corporate Officer/Principal |
Statistik
International
Kanada | 23 |
Vereinigte Staaten | 15 |
Hong Kong | 4 |
Libanon | 4 |
Vereinigtes Königreich | 3 |
Sektoral
Finance | 27 |
Consumer Services | 12 |
Technology Services | 6 |
Commercial Services | 6 |
Operativ
Director/Board Member | 199 |
Corporate Officer/Principal | 172 |
Undergraduate Degree | 99 |
Private Equity Investor | 55 |
Chief Executive Officer | 51 |
Am stärksten vernetzte Beziehungen
Insiders | |
---|---|
Maha Katabi | 28 |
Parviz Farsangi | 27 |
Jonathan Goodman | 25 |
Amar Bhalla | 25 |
Vikas Ranjan | 22 |
Scott Yaphe | 21 |
Phil Marleau | 18 |
Kosta Kostic | 17 |
Sean Macdonald Driscoll | 17 |
Kurt Stefan Victor Clulow | 14 |
Ron Bouganim | 13 |
Stefan Quenneville | 12 |
Bill Murray | 12 |
Janelle Anderson | 12 |
Abdallah Yafi | 11 |