TACTEX PRIVATE EQUITY - Key Persons
Job Titles:
- Associate Portfolio Manager
Caroline Maughan is an Associate Portfolio Manager at Tactex Asset Management. She is responsible for day-to-day investment and operational activities of the Moka line of business as well as providing support to the firms' operations, technology, and compliance departments. She assists the Portfolio Managers with investment recommendations, performing client suitability assessments, securities analysis, model selection and allocation.
Ms. Maughan is a graduate of Concordia University's John Molson School of Business with a Bachelor of Commerce, specializing in finance.
David Fortin is the CEO and UDP of Tactex Asset Management. He is responsible for overseeing all regulated business activities related to Moka. Mr. Fortin is a Portfolio Manager and member of the firm's Investment and Compliance committees. Former CCO and COO of Tactex, Mr. Fortin has been part of the organization for over nine years in various capacities. He is a graduate of McGill University with a Bachelor of Commerce degree, major in Finance and a CFA charterholder.
Job Titles:
- Chairman
- Portfolio Manager
- Board Member of MOGO
Liam Cheung acts as Board member of MOGO (listed on TSX, NASDAQ), Executive Chairman of Moka Financial Technologies Inc., as wholly owned subsidiary of MOGO, and as Chairman of Tactex Asset Management Inc., a wholly owned subsidiary of Moka. Dr. Cheung has over 25 years of hands-on expertise in the financial services and technology sectors. He has held senior and executive positions relating to corporate strategy, technology and operations for brokerage and trading businesses throughout North America, Asia and Europe. Dr. Cheung was the founder of Tactico Inc., where he successfully managed a portfolio of investments including Fidelity Clearing Canada, Omega ATS, Pointus Trading, Verticlear and JitneyTrade. Prior to founding Tactico, Dr. Cheung was instrumental in successfully establishing new businesses, divisions or other strategic initiatives for several brokerage and trading technology companies, including an execution routing technology firm, a direct market access division for global equity, options, foreign exchange and fixed income trading, an automated algorithmic trading technologies division, a hedge fund infrastructure firm, and the implementation of a representative office in Asia. Dr. Cheung is an associate of the Society of Actuaries and holds the chartered financial analyst designation. He additionally holds a Ph.D in Economics from McGill University, as well as a M.Sc in Management from Boston University and a BMath from university of Waterloo.
Job Titles:
- Portfolio Manager
- Certified Financial Planner
- Registered Portfolio Manager
Florin Pop is a registered portfolio manager at Tactex Asset Management. Mr. Pop brings over 12 years of experience in portfolio construction and investment management. Mr. Pop's expertise is in building customized, low cost ETF portfolios with an emphasis on cash flow planning. The strategy employed is based on a structured and disciplined approach.
Prior to his role at Tactex Asset Management, Mr Pop started his career in Financial Planning at Efficient Wealth Management followed by his work as a Registered Representative at Beacon Securities Limited.
Mr. Pop is a Certified Financial Planner (CFP) and holds the Chartered Financial Analyst (CFA) Designation.
Mr. Pop manages the ETF Model Strategy and the Advice Only Service.
Job Titles:
- Associate Portfolio Manager
Georges Ghascha Théano is an Associate Portfolio Manager at Tactex Asset Management with over 20 years of experience in the financial services. He is responsible to provide personalized financial planning advice to Moka application's users and help them achieve their financial goals by using a standard financial planning framework. He also assist Portfolio Managers with investment analysis and recommendations, performing client suitability assessments, securities analysis, model selection and allocation.
Job Titles:
- Junior Operations Analyst
Heemel Kabir is a Junior Operations Analyst at Tactex Asset Management. He provides day-to-day support to the firm's operations, finance, and compliance department. He is responsible for preparing monthly reports, analysis, and performance reports for clients. He also actively supports the compliance and operations teams with various process enhancement projects.
Mr. Kabir is a graduate of Concordia University's John Molson School of Business with a Bachelor of Commerce, specializing in Finance. He has completed his CSC certification and is currently a CFA Level 1 Candidate.
Job Titles:
- Junior Operations Analyst
Jacob Santa Maria is a Junior Operations Analyst at Tactex Asset Management. He is responsible for building positive relationships with clients, preparing monthly reports, and conducting analyses. He also provides day-to-day support to the firm's operations, finance, and compliance departments by assisting with internal functions. Mr. Santa Maria is a graduate of the University of Ottawa's Telfer School of Management with a Bachelor of Commerce, specializing in Finance.
Louis-Philippe is Operations Manager at Tactex Asset Management. He joined Tactex in 2016 and has been involved with Mylo/Moka operations development since the initial launch in 2017. Additionally, he provides day to day support to the firm's operations, finance, and compliance department. He has 15 years of experience in the financial services industry with a focus on operations, compliance, client services and credit risk. He has worked in the past in both back office and customer service roles. He obtained his CSC and CPH, and he also has his licence to trade options and futures contracts. He graduated from UQAM in 2005 with a bachelor's degree in finance.
Mahmoud Shaker is the Compliance Officer at Tactex Asset Management. He is responsible for ensuring Moka's daily operations are in compliance with investment, anti-money laundering, and financial reporting regulations. Mahmoud also provides operational and compliance support to Tactex' portfolio managers and dealing representatives. Additionally, Mahmoud serves on the firm's compliance committee and assists in the continuous development of internal controls, policies, and procedures to enhance Tactex' compliance program and keep up with regulatory updates. Before joining Tactex, Mahmoud worked in the operations department at Sportlogiq, an AI-driven sports analytics start-up and previously one of Tactex' sister portfolio companies. Mahmoud graduated from McGill University, with a dual-major Bachelor's degree in Economics and Political Science.
Job Titles:
- Portfolio Manager
- Registered Portfolio Manager
Marc McQuillen is a registered portfolio manager at Tactex Asset Management. Mr. McQuillen runs a global value strategy for clients seeking international exposure to fundamentally sound companies trading at low valuations. In 1996, Mr. McQuillen started his Bay Street career at Midland Walwyn on the Preferred Share Desk. Over a nine year span, he covered corporate, bank and mutual fund clients active in the preferred share market. In addition to sales coverage, he performed principal and agency trading, published research and arbitraged credit opportunities. At Scotia Capital, where Mr. McQuillen worked for four years, he was part of a two person team that captured over 60% of the TSE preferred share trading volume. More recently, Mr. McQuillen was the equity analyst at Resolute Funds for six years. Mr. McQuillen graduated from the Bachelor of Commerce program at Queen's University in 1994 and is a CFA Charterholder.
Mr. McQuillen is the portfolio manager for Global Value Strategy.
As CFO, Ms. Kotsoros is responsible for overall financial management of Tactex, its financial reporting, financial forecasting, financial analysis, capital commitment, treasury, and the firms taxes. Ms. Kotsoros additionally oversees the financial management of Tactico Inc., parent company to Tactex, and all its portfolio companies. Ms. Kotsoros has been with Tactico Inc. since its inception in 2007. Prior to Tactico Inc, Ms. Kotsoros was CFO and project manager for an online education company. Ms. Kotsoros started her career in the relocation division of Canada Trust in 1991.
Job Titles:
- Associate Portfolio Manager
Mindy Lau joined Tactex Asset Management in early 2020 as an Associate Advising Representative. She is responsible for generating investment research and recommendations as well as assisting the portfolio manager with daily tasks and executing pre-approved orders. Prior to joining Tactex, Mindy worked as an Equity Research Associate. She holds a Master of Business Administration from Ivy School of Business as well as a Bachelor of Arts degree with a major in Economics from Columbia University.
Noah Billick - CCO, Chief Legal Officer
Noah Billick is the General Counsel & CCO of Tactex Asset Management. He is also the General Counsel of Moka Financial Technologies, Tactex's parent company. A member of the Barreau du Quebec and Law Society of Ontario, Mr. Billick has spent his entire career in the investment management industry, with leadership experience at firms ranging from boutique, High Net Worth portfolio managers to full-service integrated securities dealers. Mr. Billick also has experience advising private and public investment funds. He was the General Counsel and CCO of 3Macs, Canada's oldest securities dealer, during a period of intensive change and growth leading to a successful sale to Raymond James. Mr. Billick is a licensed Portfolio Manager and holds a BA from Bard College, as well as a BCL, LL.B and an MBA from McGill University.
Peter Ng joined Tactex Asset Management in early 2020 as a Investment Analyst. He is responsible for generating investment research and recommendations as well as assisting the portfolio manager with day-to-day tasks. Prior to joining Tactex, Peter worked at Deloitte & Touche Beijing Financial Advisory Services, where he worked in the Infrastructure & Capital Project Advisory and Valuation Advisory Services teams. He attended Rotman School of Business and holds a Master of Business Administration. Upon graduating, Peter began managing and trading his personal investment portfolio.
Job Titles:
- CIM
- Portfolio Manager With
Sheehan has been a Portfolio Manager with Tactex since March 2020. He graduated with a B.A (Hons) and Bachelor of Law LLB degrees and holds the industry designation of CIM, EMD, CSC, WME, PMT, and Series 63 and 66(7) licenses.
He commenced employment in the investment industry in 2007, and currently manages core, North American equity portfolios following proven, process driven research. He also manages exempt market transactions including public, private/venture-stage investments.
Job Titles:
- Junior Compliance Analyst
Taylor Cubitt is a Junior Compliance Analyst at Tactex Asset Management. Taylor provides support to the compliance department with the execution of internal controls and their continuous improvement. She is also responsible for Moka's AML reporting, user identity verifications, sanctions reporting, and Moka's transaction monitoring program. Ms. Cubitt is a graduate of Carleton University with a Bachelor of Arts, specializing in Business Law.
Job Titles:
- Exempt Market Dealer & Portfolio Manager
Todd Beallor has over twenty years of experience in the investment management industry. He started his career upon joining the investment department of Crown Life Insurance after completing a Bachelor of Commerce degree at McGill University in 1989. During this time, he completed his CFA designation.
Mr. Beallor joined Goodman and Company Investment Counsel, managers of the highly successful Dynamic group of funds in 1995 as an Equity Analyst covering Canadian and Global companies. In 1998, he was promoted to Vice President and Portfolio Manager and began managing the Dynamic Dividend Fund. In 2000, he assumed portfolio management responsibility of the Dynamic American Value Fund and co-management responsibility of the Dynamic Global Value Fund. Both funds were returned to first quartile performers during his tenure. With a promotion to Executive Vice President in 2002, Mr. Beallor assumed day-to-day operational responsibility for the investment-counseling department. In 2005, he added the responsibility of Chief Compliance Officer with oversight of the compliance team, reporting to the Board of Directors and the Board of Governors. From 2007, Mr. Beallor worked with a small executive team to develop a European expansion strategy. He was appointed to Senior Vice President of Dundee Wealth S.A. a Luxembourg based investment manager and a director of Dynamic Investment Fund the Luxembourg based SICAV.
Todd Beallor manages the Exempt Market Dealer (EMD) service for Tactex.
He has acquired 32 years of experience in the financial services industry as an entrepreneur, a financial planner, a financial analyst and currently, as an advising representative. In 1987, Mr. Nadeau joined Financière Courvie and participated in the founding of Investissement Courvie, a fund distribution network that has now become the most important fund distribution network in Quebec (now Dundee Wealth Management). Mr. Nadeau also co-founded the financial planning services firm Nadeau-Provencher et associés in 1989. The firm's successful growth to $260 million in assets under management between 1990 and 1997 subsequently led to its acquisition by an important brokerage firm. He also co-authored two books on financial planning, which both were rated best-sellers with 6000 copies sold between 1993 and 1996: "Planifiez avec succès vos revenus de retraite" and "Une retraite professionnelle". The media regularly consults him to comment on the markets and on certain themes relating to investment management. Since 1995 he has developed an expertise for publishing on the internet information on investing and on private wealth management. William-André Nadeau obtained a Bachelor of Arts from the University of Laval with a minor in economics and administration. Finally, Mr. Nadeau contributes regularly to the the site conseiller.ca.
Mr. Nadeau is the portfolio manager for the Limpid Three Strategy Fund.