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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 investor by profession, I hope to use my skills and experiences to help build a fair, just, and equitable world.
Over the last decade, I have worked with Canadian and international asset owners across all aspects of the investment lifecycle. Through this work, I have helped deploy over C$400M through private-market impact investing and another C$500M through responsible-investment strategies for foundations, family offices, governments, and others. Additionally, I have served as the inaugural Chief Investment Officer of one of North America’s largest affordable-housing acquisition vehicles. I also have prior experience in oil and gas risk management in Asia, microfinance in India, global-health investing, and corporate strategy in Canada.
I enjoy working at the intersection of social change and financial returns, and helping asset owners understand the difference their capital can make. I greatly enjoy running the complete investment lifecycle and feel grateful to do work that aligns with my values.
I am a Board Director and Treasurer for the Definity Insurance Foundation; Board Director and Investment Roundtable Chair for Philanthropic Foundations Canada; Board Director for MakeWay Foundation and Tapestry Capital (and its Weave Community Capital Fund); and a member of the Impact Investment Committee for the Laidlaw Foundation.
I love reading, travelling, cooking, staying active, history, and following global politics. I have my own personal library and have traveled to over 80 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.
