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Fractional Chief Investment Officer for Foundations, Family Offices, and Other Investors
REIMAGINING
CAPITALISM
While looking for my next job, I ended up bootstrapping an Impact & Responsible Investment Advisory, Consulting, and Investment Management practice. Over the last few years, I have helped asset owners understand the power of their capital to reshape the world. I have done this through co-conceptualization, co-design, and execution of several Impact and Responsible Investment strategies and portfolios that have totaled over C$900M.
WHAT IS MY STORY?
"Have courage, ignore conventional wisdom" - Vinod Khosla.
An engineer and MBA by education, and an impact and responsible investor by profession, I hope to use my skills, experiences, and education to assist in building a fair, just, and equitable world.
I have experience consulting for a global oil major and thereafter implementing micro-finance and livelihood projects in rural India. I supported the impact investment lifecycle at a healthcare innovation fund, and assisted on strategy & innovation projects for the office of a CXO at a Canadian major. I currently work with Canadian and international foundations, family offices, and other investors on Impact Investment and Responsible Investment strategy design and execution.
I enjoy working at the intersection of social change and financial returns, and helping asset-owners understand the difference they can make with their capital. I (never thought so yet) greatly enjoy running the completing investment lifecycle, and feel grateful that I get to do work that I truly enjoy and that aligns with my values.
I am an active volunteer, and sit on the Board, Finance Committees, and Investment Committees for several nonprofits and foundations.
I love reading, travelling, cooking, staying active, and global politics. I have my own personal library and have traveled to 71 countries so far!
My take on life - "The only things you regret, are the things you don't do" - Michael Curtiz.
WHAT CAN I DO FOR YOU?
For more than a decade I have been worked with asset owners helping, advising, and supporting them on their impact and responsible investment journey.
IMPACT INVESTING
Through private-market impact investing, I have helped deploy over US$400M across a range of risks, returns, impact themes, geographies, and product profiles.
RESPONSIBLE INVESTING
I have managed and directed several public markets Responsible Investment strategies totaling over US$500M.
PRIVATE ASSET MANAGEMENT
I have helped build the finance and investment practice for family offices and private trusts with assets under management totaling over US$4B.
SELECT ADVISORY AND PROFESSIONAL EXPERIENCES
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SELECT BOARD AND INVESTMENT COMMITTEE EXPERIENCES
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MJ's contributions as a board member and investment committee member at the Definity Foundation has been pivotal in helping shape our mission and direction, particularly in the realm of impact investing.
MJ consistently brings insights that enhance our decision-making processes, helping us evaluate opportunities that align with our priorities. His expertise not only informs our investment strategies but also fosters a culture of collaboration and informed dialogue among board members. This has enabled us to align financial returns with social impact effectively.
MJ's contributions have significantly strengthened our capacity, making him a tremendous asset to our organization.
Arti Freeman, President and CEO
Definity Insurance Foundation
CONTACT ME
Have a particular challenge you’re trying to deal with? Contact me today and see what I can do for you.
