My Offer:

I would like to provide guidance and advice on investing in traditional and alternative assets.

My ideal target audience:

Anyone that is considering investing in any asset and would like advice on selecting and analyzing the investment opportunity.

Reach out if you want to:

• Analysis of investments.
• Investment search and selection.
• Psychology of investing.
• How to invest.

Why me:

I have 13 years of investment experience, the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations, and have taught the CFA material at a university.

I have experience with the following types of investments: Public company equity and debt, hedge funds, commodities, infrastructure assets, energy production, real estate, angel / venture / private equity stage private companies, and crypto currency.

I have experience with the following investment vehicles for publicly traded asset exposure: long/short stocks, bonds & ETFs, options, futures, notes, coins and tokens.

I have experience with the following investment vehicles for private asset exposure: equity, mezzanine debt, subordinated debt, convertible debt, senior and junior debt, and options.

I have gained my experience through traditional and alternative asset money management, energy investment banking, development of mega capital projects at a large global midstream energy company, mega energy asset development, acquisitions and divestitures at a large global E&P company, and angel / venture / PE stage private company investing and acquisitions at a mid-sized private energy technology company.

A little bit about myself:

I have a very unique background that has given me a differentiated perspective and skill set in investing in traditional and alternative assets. Coupled with my incessant reading, thinking about, talking about, and personal investing strategies, I am a great source of knowledge and advice for anyone looking to discuss investing or analyzing investment opportunities.

What it’s like to work with me:

Working with me will be efficient, effective, and fun. We will decide what the target outcome of our session is and then work towards that. I am a great listener and very direct in my approach and guidance.

Fun fact about me:

I took improv comedy lessons and am a practicing Stoic.

Professional experiences:

• Financial Specialist, Corporate Development at Frac Shack Inc.
• Senior Analyst, Corporate Strategy & Strategic Planning at Murphy Oil
• Advisor, Financial Analysis at Enbridge
• Associate, Equity Research at Salmon Partners
• Investment Analyst & Vice President at Gold Investment Management

Educational experiences:

• Chartered Financial Analyst (CFA) at CFA Institute
• Chartered Alternative Investment Analyst (CAIA) at CAIA Association
• Bachelor of Commerce (Finance) at University of Alberta