Josie Rao
Director of Finance/CFO at Synergis Capital Management Inc.
Network origin in Josie Rao first degree
Entity | Entity type | Industry | |
---|---|---|---|
York University
26
| College/University | Other Consumer Services | 26 |
The Schulich School of Business
18
| College/University | Other Consumer Services | 18 |
Synergis Capital Management Inc.
Synergis Capital Management Inc. Investment ManagersFinance Synergis Capital Management Inc. (Synergis Capital) is a venture capital firm founded in 2018 by Jerry Shi. The firm is headquartered in Ontario, Canada.
5
| Private Company | Investment Managers | 5 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Josie Rao 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 | Analyst-Equity | |
Cormark Securities, Inc.
Cormark Securities, Inc. Investment Banks/BrokersFinance Cormark Securities Inc. (Cormark) is an independent investment dealer headquartered in Toronto, Canada with additional office in Calgary. The firm was founded in 1981 as Sprott Securities, Inc. Cormark Securities provides execution and comprehensive coverage of Canadian listed companies to domestic and international institutional investors. They focus on Canadian-listed, mid-cap and emerging growth companies. | Investment Banks/Brokers | Analyst-Equity | |
YAMANA GOLD INC. | Precious Metals | Founder | |
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 | Analyst-Equity Analyst-Equity Analyst-Equity | |
EMPATHO HOLDINGS INC. | Data Processing Services | Director/Board Member | |
AGF Investments, Inc.
AGF Investments, Inc. Investment ManagersFinance AGF Investments, Inc. (AGFI) is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 2007 and is owned by AGF Management Ltd. (TSX: AGF.B). AGFI services a diverse client base from financial advisors and individual investors to institutional investors across the globe through segregated accounts, mutual funds, exchange-traded funds and separately managed accounts. | Investment Managers | Analyst-Equity | |
Highstreet Asset Management, Inc.
Highstreet Asset Management, Inc. Investment ManagersFinance Founded in 1998, Highstreet Asset Management, Inc. is a mutual fund manager and registered investment advisor located in London, Ontario. The firm is a wholly-owned subsidiary of AGF Management Ltd. They manages portfolios for pension plans, corporate investors, foundations and high net-worth families. Their Canadian clients include universities and some of Canada’s largest pension plans. | Investment Managers | 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 | |
Wind Point Advisors LLC
Wind Point Advisors LLC Investment ManagersFinance Wind Point Advisors LLC (Wind Point Advisors) is a private equity firm founded in 1984 by Rich Kracum and Bob Cummings. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Analyst | |
CIBC World Markets, Inc.
CIBC World Markets, Inc. Investment Banks/BrokersFinance CIBC World Markets, Inc. is a full-service Canadian brokerage and investment banking firm headquartered in Toronto, Ontario. The firm was founded in 1961 and is a subsidiary of the Canadian Imperial Bank of Commerce (TSE, NYSE: CM). CIBC World Markets provides alternative investment managers with premier prime brokerage that brings together trade execution, reporting, research and capital introduction with a view to enhancing efficiencies and profitability. | Investment Banks/Brokers | Analyst-Equity Director of Research - Equity | |
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 | Analyst-Equity | |
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 Analyst-Equity | |
Credit Suisse Securities (Canada), Inc
Credit Suisse Securities (Canada), Inc Investment Banks/BrokersFinance Credit Suisse Securities (Canada) Inc. is a broker/dealer headquartered in Toronto, Ontario with offices worldwide. The firm is a subsidiary of Credit Suisse Group (NYSE: CS). Their equity research equity group engages in a broad range of activities for investors including sales, trading, financing, prime brokerage and market-making in U.S. and international equity and equity related securities, options, futures, risk management and hedging products. Their activities cover both exchange-traded and over-the-counter traded securities, including American depositary receipts, restricted stocks, equity repurchases, block trade executions, program trading executions, equity derivatives and convertible securities. The fixed-income franchise operates as a single, unified platform that handles all fixed-income cash and derivative products. Products and services range from securitization and liability management transactions to sales and trading and superior research. | Investment Banks/Brokers | 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 | |
Providence Equity Partners LLC
Providence Equity Partners LLC Investment ManagersFinance Providence Equity Partners LLC (Providence Equity Partners) is a private equity firm founded in 1989 by Glenn Creamer and Jonathan M. Nelson. The firm is headquartered in Providence, Rhode Island. | Investment Managers | Private Equity Analyst | |
Queen's University | College/University | Undergraduate Degree Graduate Degree | |
Concordia University | College/University | Undergraduate Degree Undergraduate Degree | |
Dalhousie University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Pepperdine University | College/University | Undergraduate Degree | |
Purdue University | College/University | Undergraduate Degree | |
University of Toronto | College/University | Undergraduate Degree Graduate Degree Graduate Degree Graduate Degree | |
The University of Waterloo | College/University | Undergraduate Degree | |
University of Western Ontario | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
University of Manitoba | College/University | Undergraduate Degree | |
Saint Mary's University | College/University | Undergraduate Degree | |
Carleton University | College/University | Undergraduate Degree Graduate Degree | |
Tsinghua University | College/University | Graduate Degree Graduate Degree | |
Macquarie Capital Markets Canada Ltd.
Macquarie Capital Markets Canada Ltd. Investment Banks/BrokersFinance Founded in 2007, Macquarie Capital Markets Canada Ltd. is a broker located in Toronto with additional offices located in Montreal, Vancouver and Calgary. They are a subsidiary of Macquarie Capital Markets North America Ltd. and their ultimate parent is Macquarie Group Ltd. (OTC: MQBKF.PK). Macquarie Capital Markets Canada follows the following sectors: mining, energy, utilities, infrastructure, consumer, technology, financials and real estate. The firm focuses primarily on Canadian-based stocks. | Investment Banks/Brokers | Analyst-Equity | |
Canaccord Genuity Corp.
Canaccord Genuity Corp. Investment Banks/BrokersFinance Canaccord Genuity Corp. (CGC) is the broker/dealer subsidiary of Canaccord Genuity Group, Inc., (TSE: CF; OTCMKTS: CCORF) in Canada. The firm was founded in 2010 and is locally known as Financière Canaccord ltée. Headquartered in Vancouver, CGC offers corporate and institutional clients with versatile and responsive sales and execution services that range from Institutional Equities and International Equities to Electronic Trading and Fixed Income. Their sales & trading team execution capabilities encompass a wide range of products and services such as Equities, ADR’s, OTC, ETF’s, Fixed Income, Options, Preferreds, Investment Companies. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
Mindplay Education LLC
Mindplay Education LLC Packaged SoftwareTechnology Services MindPlay Education LLC is a holding company develops education software. The company was founded by Judith Bliss in 1986 and is headquartered in Tucson, AZ. | Packaged Software | Director/Board Member | |
MaRS Investment Accelerator Fund
MaRS Investment Accelerator Fund Investment ManagersFinance MaRS Investment Accelerator Fund seeks investment opportunities in technology companies located in Canada, primarily in Ontario. The fund targets companies operating in the fields of advanced manufacturing, IT, communications, clean-tech and life sciences. It provides financing for seed and early stage capital requirements with an investment size ranging up to $0.5 million. | Investment Managers | Private Equity Investor | |
New Harbor Capital Management LLC
New Harbor Capital Management LLC Investment ManagersFinance New Harbor Capital Management LLC (New Harbor Capital) is a private equity firm founded in 2013 by Tom Formolo and Ed Lhee. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Investor | |
Ilium Capital Corp.
Ilium Capital Corp. Investment ManagersFinance Ilium Capital Corp. provides wealth management and capital market services. The company was founded by Max Guo and Tony Chen and is headquartered in Toronto, ON. | Investment Managers | Corporate Officer/Principal | |
Eight Capital
Eight Capital Investment Banks/BrokersFinance Eight Capital is a 100% principal-owned, Canadian investment dealer headquartered in Toronto, Ontario. It has additional offices in Calgary, Alberta and Montreal, Quebec. The firm was founded in 2016 as Dundee Capital Partners. They offer investment banking, equity research and institutional sales & trading services to retail and institutional clients. Eight Capital provide their clients with timely market insights (with the assistance of their equity research team) across all the investment disciplines: fundamental, technical, and quantitative. Beyond the traditional market access trading provides, their traders work with clients to find unique liquidity solutions, and discreet trading solutions for large blocks of stock. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Fengate Capital Management Ltd. (Private Equity)
Fengate Capital Management Ltd. (Private Equity) Investment ManagersFinance Fengate Capital Management Ltd (Private Equity) (Fengate Capital) is a private equity subsidiary of Fengate Capital Management Ltd founded in 2017. The firm is headquartered in Toronto, Canada with an office in Houston. | Investment Managers | Private Equity Investor | |
OMERS Growth Equity
OMERS Growth Equity Investment ManagersFinance OMERS Growth Equity is a Private Equity firm, a subsidiary of OMERS Administration Corp. founded in 2018. The firm is headquartered in Toronto. | Investment Managers | Private Equity Analyst Private Equity Analyst | |
Good News Ventures
Good News Ventures Investment ManagersFinance Good News Ventures is a venture capital firm founded in 2016. The firm is headquartered in Toronto. | Investment Managers | Private Equity Investor Private Equity Analyst | |
Graphite Ventures, Inc.
Graphite Ventures, Inc. Investment ManagersFinance Graphite Ventures, Inc. (Graphite Ventures) is a venture capital subsidiary of MaRS Discovery District (Venture Capital) founded in 2021. The firm is headquartered in Ontario, Canada. | Investment Managers | Private Equity Investor | |
Holt Fintech Accelerator
Holt Fintech Accelerator Investment ManagersFinance Holt Fintech Accelerator(Holt) is an Independent firm founded in 2017 by Brendan Dunn and Jan Christopher Arp. The firm is headquartered in Montreal, Canada. | Investment Managers | Consultant / Advisor | |
PEGMATITE ONE LITHIUM AND GOLD CORP. | Other Metals/Minerals | Director/Board Member | |
Plaza Capital Ltd. | Comptroller/Controller/Auditor | ||
The Bank of Canada (Research Firm) | Investment Managers | Economist | |
Western University | College/University | Undergraduate Degree | |
ONYX GOLD CORP. | Precious Metals | Chief Executive Officer | |
PsyTech Global
PsyTech Global Packaged SoftwareTechnology Services PsyTech Global is a division of iCAN\: Cannabis that combines a robust psychedelic therapeutic community with integrative mental healthcare delivery and enabling tools for novel modalities of care. The Canadian company is a leader in the development of data-driven tools that allow physicians unprecedented insight into patient well-being and clinical best practices. PsyTech is mainstreaming the adoption of psychedelic-assisted therapies through the promotion and delivery of safe and effective therapy, combating stigma, and accelerating innovation. The company also serves as an events platform and innovation scout for psychedelic medicine. Hayim Raclaw has been the CEO of the company since 2020. | Packaged Software | Director/Board Member | |
Venture University LLC
Venture University LLC Investment ManagersFinance Venture University LLC (Venture University) is a venture capital subsidiary of VU Investing Platform founded in 2018 by J. Skyler Fernandes and Jenna Fernandes. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Investor |
Statistics
International
Canada | 37 |
United States | 9 |
China | 2 |
United Kingdom | 2 |
Sectoral
Finance | 28 |
Consumer Services | 14 |
Non-Energy Minerals | 5 |
Technology Services | 4 |
Operational
Undergraduate Degree | 46 |
Director/Board Member | 40 |
Analyst-Equity | 36 |
Corporate Officer/Principal | 22 |
Graduate Degree | 18 |
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