Barbara achieved All-Star Analyst ranking for four consecutive years. Her two decades of sell-side equity research experience, combined with her creative ability to piece together emerging structural disruption trends, enables Barbara to come up with unique investment ideas.
She is also the author of the books “Secrets of the Amazon 2.0”, “Secrets of the Amazon” and “Ubernomics”.
Norm Kumar, CFA
Norm has over 20 years of investment experience in both private and public equity. He has direct investment experience with companies through all stages as well as across all market capitalizations. Norm offers a service that goes deeper than the standard analyst. He is specialised in the Healthcare and Technology sectors offering bespoke fundamental research insights.
Avi Dalfen, CPA
Avi has been an equity research analyst for 16 consecutive years, most recently with Macquarie Capital Markets Canada Ltd., where he covered companies in the industrial and infrastructure sectors. Avi was ranked number one in the “Diversified Industrials” sector by StarMine for his stock picks and accuracy of his earnings estimates. He has achieved Canada’s number one ranked analyst in the “Transportation and Environmental” sector in surveys by Brendan Wood International and by Greenwich Associates. Avi has salient experience in corporate finance and in public accounting.
Cam Hui, CFA
Cam is a seasoned investment professional with a specialization in investment strategy and technical analysis backed by over 30 years of experience. He spent 10 years with the Batterymarch organization, first with Batterymarch Canada, and later in Boston with Batterymarch Financial Management as a quantitative equity PM with responsibilities in US, Canadian, EAFE, and EM equities. Notable public plan client accounts he managed include OTTPB (Ontario Teachers), and CALSTRS (California Teachers pension plan, with US$224b in assets as of June 30, 2018). His position on the II-ranked BAML US Technical Analysis team led him to develop short-term trading models and techniques to reverse engineer hedge fund exposures. Cam’s extensive experience working through periods of growth and recession has enabled him to develop insights on constructing portfolios that are never taught in business school.
Josef Schachter, CFA
As a 40-year veteran of the Canadian Investment Management Industry, Josef has experienced several exceptional and turbulent global economic and stock market cycles. With his primary focus on the Energy Sector, Josef is able to weave global political, economic and monetary issues with current energy data into a compelling story of what’s going on in the sector, what is to come, and why.
Josef is most noted as a regular guest on BNN Bloomberg and is repeatedly quoted in news publications and financial reporting agencies. The Business Edge Magazine awarded Josef its “Stock Picker of the Year” in 2003, 2004 and 2007. More recently, he has been acknowledged as the first analyst in Canada to predict the Oil Price Plunge of 2014.
Sarosh Nanavati, MBA, CFA, ICD.D
Sarosh is an experienced capital markets professional with a track record of outperformance. He is intimately familiar with financial markets and their participants, and has acquired a unique and insightful perspective on ESG through his experiences as an Equity Portfolio Manager, a Board Director, an Institutional Equity Salesperson, an Equity Research Associate, and a Commercial & Corporate Lender.