Network origin in James William Alexander Heard first degree
Entity | Entity type | Industry | |
---|---|---|---|
Carleton University
44
| College/University | Other Consumer Services | 44 |
Rochester Christian University
43
| College/University | Other Consumer Services | 43 |
Castleton Investment Management LLC
Castleton Investment Management LLC Investment ManagersFinance Castleton Investment Management LLC is a hedge fund management firm headquartered in Stamford, Connecticut. The firm was founded in 2012 and they are a subsidiary of Castleton Commodities International LLC, which in turn a subsidiary of DF Energy Acquisition LLC. Castleton Investment Management provides investment advisory services to sophisticated clients.
1
| Subsidiary | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to James William Alexander Heard via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Manning & Napier Advisors LLC
Manning & Napier Advisors LLC Investment ManagersFinance Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles. | Investment Managers | Analyst-Equity Analyst-Equity | |
DSM Biomedical, Inc.
DSM Biomedical, Inc. Medical SpecialtiesHealth Technology DSM Biomedical, Inc. manufactures and designs medical device materials. The firm's products include bioceramics, polyurethanes, device development, hydrophilic coating solutions, polyethylenes, collagen, and extracellular matrix and drug delivery materials. The company was founded by Kenneth R. Kensey and John E. Nash in 1984 and is headquartered in Exton, PA. | Medical Specialties | Director/Board Member | |
Cowen & Co. LLC
Cowen & Co. LLC Investment Banks/BrokersFinance Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Citigroup Global Markets, Inc. (Broker)
Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
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 | Market Strategist Analyst-Equity | |
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 | Market Strategist Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
NORTHWEST COPPER CORP. | Other Metals/Minerals | Director of Finance/CFO | |
CONSTANTINE METAL RESOURCES LTD. | Other Metals/Minerals | Public Communications Contact | |
Setter Capital, Inc.
Setter Capital, Inc. Investment Banks/BrokersFinance Setter Capital, Inc. is a private company based on secondary advisory. The Canadian company has a large team of specialists who have been working in this field since 2006. The company has completed numerous transactions and gained market insight to deliver superior results for their clients. | Investment Banks/Brokers | Analyst-Equity | |
CI Investments, Inc.
CI Investments, Inc. Investment ManagersFinance CI Investments, Inc. is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1965 as CI Mutual Funds, Inc. and adopted the name CI Investments in June 2005 to reflect its diverse line-up of investment options, including mutual funds, segregated funds, asset allocation programs, structured products and other alternative investments. They are a subsidiary of CI Financial Corp. (TSX: CIX). CI Investments manages money on behalf of Canadian investors and provide them with an increasingly comprehensive Canadian, global and industry funds. | Investment Managers | Analyst-Equity Analyst-Equity | |
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 | Analyst-Equity Analyst-Equity Analyst-Equity | |
Moody's Investors Service, Inc.
Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Analyst-Fixed Income Analyst-Fixed Income | |
Fitch Ratings, Inc.
Fitch Ratings, Inc. Investment ManagersFinance Fitch Ratings, Inc. is a global rating agency and investment research firm headquartered in New York City. The firm was founded by John Knowles in 1913 as Fitch Publishing Co. They are a subsidiary of Fitch Group, Inc., ultimately owned by The Hearst Family Trust. Fitch Ratings seeks to provide independent and prospective credit opinions, research and data to the world's credit markets. Their approach is based on a foundation of local market experience that covers capital markets in over 150 countries. The firm's ratings analysis and rating decisions are based on established criteria, methodologies and ratings definitions which they apply in a consistent manner. Fitch Ratings provides coverage of the following markets: Economics, Banks, Insurance, Sovereigns, Corporates, Structured Finance, Public Finance – International, Public Finance – US, Infrastructure & Project, and Finance. | Investment Managers | Analyst-Equity Analyst-Equity | |
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 | Analyst-Equity Analyst-Equity | |
Barclays Capital, Inc.
Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
CABLE ONE, INC. | Cable/Satellite TV | Director/Board Member | |
Deer Management Co. LLC
Deer Management Co. LLC Investment ManagersFinance Deer Management Co. LLC (Bessemer Venture Partners) is a venture capital firm founded in 1911. The firm is headquartered in San Francisco, California. | Investment Managers | Consultant / Advisor | |
University of Rochester Simon Business School | College/University | Masters Business Admin Doctorate Degree Graduate Degree | |
York University | College/University | Masters Business Admin Masters Business Admin Graduate Degree | |
University of Toronto | College/University | Graduate Degree Undergraduate Degree Graduate Degree | |
The State University of New York | College/University | Undergraduate Degree Graduate Degree | |
New York University | College/University | Undergraduate Degree Graduate Degree | |
QED Investors LLC
QED Investors LLC Investment ManagersFinance QED Investors LLC (QED Investors) is a venture capital firm founded in 2007 by Frank Rotman, Caribou Honig and Nigel William Morris. The firm is headquartered in Virginia, US. | Investment Managers | Corporate Officer/Principal Private Equity Investor | |
University of International Business & Economics | College/University | Undergraduate Degree Graduate Degree | |
Queen's University | College/University | Graduate Degree Graduate Degree | |
Rochester Institute of Technology
Rochester Institute of Technology Other Consumer ServicesConsumer Services Rochester Institute of Technology is a privately endowed, coeducational university with ten colleges emphasizing career education and experiential learning. It was founded in 1829 and is headquartered in Rochester, NY. | College/University | Masters Business Admin Undergraduate Degree | |
SHOPIFY INC. | Information Technology Services | Human Resources Officer Private Equity Investor | |
University of British Columbia | College/University | Graduate Degree | |
LifeSci Capital LLC
LifeSci Capital LLC Investment Banks/BrokersFinance LifeSci Capital LLC is a full-service investment bank that offers financial and strategic advisory services, institutional outreach, and research to leading life sciences companies. The private company is based in New York, NY. The company's team of investment bankers has extensive experience at bulge bracket and specialty investment banks. LifeSci Capital's highly regarded team of analysts generates differentiated, proprietary research and covers companies across all major therapeutic areas. The company was founded in 2013 by Andrew Ian McDonald and Michael Yehuda Rice. Andrew Ian McDonald has been the CEO since 2013. | Investment Banks/Brokers | Analyst-Equity | |
GOLD BULL RESOURCES CORP. | Precious Metals | Corporate Officer/Principal | |
CFA Society Calgary
CFA Society Calgary Miscellaneous Commercial ServicesCommercial Services CFA Society Calgary operates as a member society of the CFA Institute. | Miscellaneous Commercial Services | Director/Board Member | |
PillarFour Capital, Inc.
PillarFour Capital, Inc. Investment ManagersFinance PillarFour Capital, Inc (PillarFour Capital) is an independent private equity firm founded in 2015 by Paul Colucci and Matt Colucci. The firm is headquartered in Calgary, Canada with additional office in London, UK. | Investment Managers | Private Equity Investor | |
NuWave Industries, Inc.
NuWave Industries, Inc. Industrial MachineryProducer Manufacturing NuWave Industries, Inc. manufactures, distributes and services abrasive water jet cutting tools and pipeline services. The company was founded by Tim Sharp and Troy Illingworth in 2010 and is headquartered in Calgary, Canada. | Industrial Machinery | Director/Board Member | |
BDC Growth Equity Partners
BDC Growth Equity Partners Investment ManagersFinance BDC Growth Equity Partners (BDC Growth) is a Private Equity firm, a subsidiary of Business Development Bank of Canada. The firm is headquartered in Montréal, Canada. | Investment Managers | Private Equity Investor | |
BCA Research, Inc.
BCA Research, Inc. Investment ManagersFinance Founded in 1949 by Hamilton Bolton, BCA Research is an independent global investment research firm headquartered in Montreal, Quebec. The firm provides comprehensive coverage of all major financial asset classes on a global basis. They employ a consistent approach across all areas of their services by utilizing economic, liquidity, performance and valuation trends. BCA Research's methodology is based on an understanding of the macroeconomic environment and the identification of key investment themes. BCA Research provides global coverage of equities, currencies, commodities/energy, fixed-income, asset allocation and unique trading ideas. | Investment Managers | Market Strategist | |
BBI LIFE SCIENCES CORPORATION | Biotechnology | Director/Board Member | |
Bio Basic Usa, Inc. | Corporate Officer/Principal | ||
Bio Basic (Canada) Inc.
Bio Basic (Canada) Inc. BiotechnologyHealth Technology Bio Basic (Canada) Inc. operates as a biotechnology company, manufactures and supplies life sciences products. Its products include antibiotics, benchtop equipment, biochemicals, culture media, labware, electrophoresis related, molecular biology kits, PCR related and proteins. The firm’s services include antibody production, DNA sequencing, gene, oligo, peptide synthesis and protein production. The company is headquartered in Markham, Canada. | Biotechnology | Corporate Officer/Principal | |
PURE GOLD MINING INC. | Precious Metals | Comptroller/Controller/Auditor | |
PRIMERO MINING CORP | Precious Metals | Comptroller/Controller/Auditor | |
University of Wisconsin | College/University | Masters Business Admin | |
CTAM Pty Ltd
CTAM Pty Ltd Information Technology ServicesTechnology Services Part of Senetas Corp. Ltd., CTAM Pty Ltd provides integrated online security solutions. The company is based in Ashburton, Australia. CTAM was acquired by Senetas Corp. Ltd. on April 27, 2004. | Information Technology Services | Corporate Officer/Principal | |
First Seafront Fund Management Co., Ltd.
First Seafront Fund Management Co., Ltd. Investment ManagersFinance First Seafront Fund Management Co., Ltd. (FSFM) is an independent fund management firm headquartered in Shenzhen, China. The firm was founded in 2013 and formely known as Qianhai Kaiyuan Fund Management Co., Ltd. FSFM provides a range of fund management services for individual and institutional investors. | Investment Managers | Portfolio Manager-Equities | |
Harvard Business School | College/University | Masters Business Admin | |
Backbone Angels | Founder |
Statistics
International
Canada | 23 |
United States | 22 |
China | 4 |
Australia | 2 |
Sectoral
Finance | 22 |
Consumer Services | 13 |
Non-Energy Minerals | 6 |
Health Technology | 4 |
Technology Services | 3 |
Operational
Undergraduate Degree | 82 |
Analyst-Equity | 75 |
Corporate Officer/Principal | 58 |
Director/Board Member | 52 |
Graduate Degree | 33 |
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