Tracey Chen
Portfolio Manager-Equities at Edgepoint Investment Group, Inc.
Network origin in Tracey Chen first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
McMaster University
32
| College/University | Other Consumer Services | 32 |
Edgepoint Investment Group, Inc.
 Edgepoint Investment Group, Inc. Investment ManagersFinance EdgePoint Investment Group, Inc. (EdgePoint) is an independent investment manager headquartered in Toronto, Canada. The firm was founded in 2008 by Tye Bousada, Geoff MacDonald, and Patrick Farmer. EdgePoint offers discretionary investment management services to institutions (foundations, pension portfolios, etc.) through separately managed accounts.
18
| Private Company | Investment Managers | 18 |
Beijing Language & Culture University
4
| College/University | Other Consumer Services | 4 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Tracey Chen via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Ontario Teachers' Pension Plan Board
 Ontario Teachers' Pension Plan Board Investment ManagersFinance The Ontario Teachers' Pension Plan Board (OTPPB) is the Province of Ontario’s pension fund manager headquartered in Toronto, Canada. Founded in 1990, OTPPB administers a defined benefit pension plan to active and retired teachers in Ontario. The firm manages investment portfolio for the benefit of present and future plan members and their survivors. OTPPB is a signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Portfolio Manager-Equities | |
Invesco Canada Ltd.
 Invesco Canada Ltd. Investment ManagersFinance Invesco Canada Ltd. is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1981 and formerly known as Invesco Trimark Ltd. and as AIM Funds Management, Inc. They are a subsidiary of Invesco Ltd. (NYSE: IVZ) in the US. Invesco Canada primarily provides investment advice to the Canadian Funds. In addition, the firm provides investment advice to investment companies, charitable organizations, pension plans, endowments, charities and corporations, banks, pooled investment vehicles, provincial or municipal government entities and insurance companies. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities | |
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 | |
| CHINA SILVER TECHNOLOGY HOLDINGS LIMITED | Electronic Components | Director/Board Member | |
| CYMBRIA CORPORATION | Investment Trusts/Mutual Funds | Chairman Chief Executive Officer Chief Executive Officer | |
Edgepoint Investment Management, Inc.
 Edgepoint Investment Management, Inc. Investment ManagersFinance Edgepoint Investment Management, Inc. operates as an investment manager. It offers trading and investment services. The firm's portfolio companies include PrairieSky Royalty Ltd., CES Energy Solutions Corp., Granite Real Estate Investment Trust, Constellation Software Inc., and Power Corp. of Canada. The company is headquartered in Toronto, Canada. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Chief Investment Officer Corporate Officer/Principal | |
| EdgePoint Global Portfolio | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
| EdgePoint Canadian Portfolio | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
| EdgePoint Global Growth & Income Portfolio | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
CI Investments, Inc.
 CI Investments, Inc. Investment ManagersFinance CI Investments, Inc. is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1965 as CI Mutual Funds, Inc. and adopted the name CI Investments in June 2005 to reflect its diverse line-up of investment options, including mutual funds, segregated funds, asset allocation programs, structured products and other alternative investments. They are a subsidiary of CI Financial Corp. (TSX: CIX). CI Investments manages money on behalf of Canadian investors and provide them with an increasingly comprehensive Canadian, global and industry funds. | Investment Managers | Analyst-Equity Analyst-Equity | |
1832 Asset Management LP
 1832 Asset Management LP Investment ManagersFinance 1832 Asset Management LP (1832 AM) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm does business as Scotia Global Asset Management and is a subsidiary of Bank of Nova Scotia (NYSE, TSX: BNS). In 2013, another BNS subsidiary, GCIC Ltd. underwent an internal consolidation and transferred its asset management business to 1832 AM. In 2008, through a reorganization by the Bank of Nova Scotia, Scotia Asset Management came to encompass the Scotia Funds, the asset management programs that had been run by the bank's brokerage arm Scotia McLeod and Scotia Cassels Investment Counsel Ltd. 1832 AM offers a broad range of investment solutions to meet the diverse needs of clients across all levels of wealth in Canada and around the world. | Investment Managers | Analyst-Equity | |
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 | |
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 Analyst-Equity | |
TD Securities, Inc.
 TD Securities, Inc. Investment Banks/BrokersFinance TD Securities, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm is a subsidiary of The Toronto-Dominion Bank (NYSE, TSE: TD). TD Securities provides a wide range of capital market products and services to corporate, government and institutional clients. Their services also include the underwriting and distribution of new debt and equity issues, providing advice on strategic acquisitions and divestitures and executing daily trading and investment needs. The firm’s equity group provides research coverage of various sectors. Their fixed-income group provides a full range of underwriting sales and trading products for Canadian, US and European debt issuers and investors. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Paradigm Capital, Inc.
 Paradigm Capital, Inc. Investment Banks/BrokersFinance Founded in 1999, Paradigm Capital, Inc. is an independent, institutional investment dealer headquartered in Toronto with an additional office in Calgary. They offer sector-based research, a strong distribution platform and select investment banking mandates. The firm focuses their research, distribution and investment banking efforts on several areas in the Canadian equity markets: growth, mining, energy and energy services. Paradigm is a member of the CIPF. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Echelon General Insurance Co.
 Echelon General Insurance Co. Property/Casualty InsuranceFinance Echelon General Insurance Co. provides property and casualty insurance services. The firm offers auto insurance products, such as collector vehicle/antique car, recreational vehicle, motor home, trailer, motorcycle, ATV and snowmobile, non-standard and commercial automobile insurance products. The company is headquartered in Mississauga, Canada. | Property/Casualty Insurance | Director/Board Member Director/Board Member | |
| York University | College/University | Director/Board Member Graduate Degree | |
| Queen's University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Toronto | College/University | Undergraduate Degree Graduate Degree Graduate Degree Undergraduate Degree | |
| University of Western Ontario | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| ICPEI HOLDINGS INC. | Property/Casualty Insurance | Director/Board Member Director/Board Member | |
| North South University | College/University | Undergraduate Degree | |
| The American University in Cairo | College/University | Undergraduate Degree | |
| Wilfrid Laurier University | College/University | Undergraduate Degree Undergraduate Degree | |
Canoe Financial LP
 Canoe Financial LP Investment ManagersFinance Canoe Financial LP (Canoe) is an independent, Canadian mutual fund manager headquartered in Calgary, Alberta. The firm was founded by Michael Chernoff in 2008. Canoe offers a variety of mutual fund and closed-end investment products that are designed to build wealth for Canadian investors. | Investment Managers | Analyst-Fixed Income | |
| Pharos Holding SAE (Broker) | 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 | |
Oaktree Capital Management LP
 Oaktree Capital Management LP Investment ManagersFinance Oaktree Capital Management LP (Oaktree) is a SEC-registered investment advisor and hedge fund manager headquartered in Los Angeles, California. The firm was founded by Howard Marks, Bruce Karsh, and Sheldon Stone in 1995 as an LLC and was reorganized as an LP in 2007. They are a subsidiary of Oaktree Capital Management GP LLC, ultimately held by Brookfield Corp. (NYSE, TSX: BN) in Canada. Oaktree provides advisory services to clients with separately managed accounts and to private limited partnerships and other pooled investment vehicles for which either Oaktree or an affiliate acts as general partner and/or investment manager. The firm is a socially responsible investor and a signatory to the United Nations Principles for Responsible Investment (UNPRI). | Investment Managers | Corporate Officer/Principal | |
Tat Chun Printed Circuit Board Co. Ltd.
 Tat Chun Printed Circuit Board Co. Ltd. Electronic ComponentsElectronic Technology Tat Chun Printed Circuit Board Co. Ltd. is a Chinese company that manufactures and wholesales printed circuit boards. The private company is based in Hong Kong, Hong Kong. The CEO of the company is Gin Eric Fung. | Electronic Components | Director/Board Member | |
Guangdong Tat Chun Electronic Technology Co. Ltd.
 Guangdong Tat Chun Electronic Technology Co. Ltd. Electronic ComponentsElectronic Technology Part of China Silver Technology Holdings Ltd., Guangdong Tat Chun Electronic Technology Co. Ltd. is a Chinese company that manufactures and distributes printed circuit boards. The company is based in Zhongshan, China. | Electronic Components | Director/Board Member | |
Timelo Investment Management, Inc.
 Timelo Investment Management, Inc. Investment ManagersFinance Timelo Investment Management, Inc. (Timelo) is a privately owned Canadian boutique investment manager headquartered in Aurora, Ontario. The firm was founded by Jean-François B. Tardif in 2010. Timelo provides investment advisory and portfolio management services to various investors. | Investment Managers | Analyst-Equity | |
TD Economics
 TD Economics Investment ManagersFinance TD Economics is a Canadian investment research firm headquartered in Toronto, Ontario. It is a subsidiary of the Toronto-Dominion Bank (NYSE: TD, TSX: TD). The firm provides analysis of economic performance and the implications for investors. Their analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia. | Investment Managers | Economist | |
| Richard Ivey School of Business | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
| TEKsystems Canada Corp. | Corporate Officer/Principal | ||
Ezdehar Management LLC
 Ezdehar Management LLC Investment ManagersFinance Ezdehar Management LLC (Ezdehar Management) is a private equity firm founded in 2015 by Emad Barsoum. The firm is headquartered in Giza, Egypt. | Investment Managers | Private Equity Analyst | |
| AIM Trimark Investments, Inc. | Chief Investment Officer Corporate Officer/Principal Corporate Officer/Principal | ||
EdgePoint Wealth Management, Inc.
 EdgePoint Wealth Management, Inc. Investment ManagersFinance Part of Edgepoint Investment Group, Inc., EdgePoint Wealth Management, Inc. is an independent investment management firm based in Toronto, Canada. The Canadian company specializes in equity and fixed-income investing, with a long-term investment approach that enables partnerships with quality companies to find creative and flexible financing solutions. The CEO of the company is Patrick John Farmer. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
Tc Hong Kong Electric Co. Ltd.
 Tc Hong Kong Electric Co. Ltd. Electronic ComponentsElectronic Technology Part of China Silver Technology Holdings Ltd., Tc Hong Kong Electric Co. Ltd. is a company that manufactures and exports printed circuit boards, dongles, and related products. The company is based in Hong Kong, Hong Kong. | Electronic Components | Director/Board Member | |
| Tat Chun Pcb International Co. Ltd. | Director/Board Member | ||
| Tc Orient Led Energy Management Co. Ltd. | Director/Board Member | ||
Tc Orient Jiangsu Holdings Co. Ltd.
 Tc Orient Jiangsu Holdings Co. Ltd. Financial ConglomeratesFinance Tc Orient Jiangsu Holdings Co. Ltd. is an investment holding private company based in Jiangsu, China. | Financial Conglomerates | Director/Board Member | |
| Tc Orient Lighting Shenzhen Ltd. | Director/Board Member | ||
| Zhongshan Tat Chun Printed Circuitboard Co. Ltd. | Director/Board Member | ||
| Deloitte (China) | Corporate Officer/Principal | ||
TC (BVI) Ltd.
 TC (BVI) Ltd. Financial ConglomeratesFinance Part of China Silver Technology Holdings Ltd., TC (BVI) Ltd. functions as an investment holding There is no available country named vg company. The company is based in Road Town, British Virgin Islands. | Financial Conglomerates | Director/Board Member | |
Global Mentor Board (Beijing) IT Co. Ltd.
 Global Mentor Board (Beijing) IT Co. Ltd. Internet Software/ServicesTechnology Services Global Mentor Board (Beijing) IT Co. Ltd. provides a range of services including internet information, knowledge sharing, enterprise ecological, technology incubation, education training, and investment and financing services. The private company is based in Beijing, China. Hai Ping Hu has been the CEO of the Chinese company since 2014. | Internet Software/Services | Director of Finance/CFO | |
| The Bank of Canada (Research Firm) | Investment Managers | Economist | |
| SUNRISE NEW ENERGY CO., LTD. | Packaged Software | Director of Finance/CFO | |
Stifel Nicolaus Canada, Inc.
 Stifel Nicolaus Canada, Inc. Investment Banks/BrokersFinance Stifel Nicolaus Canada, Inc. (Stifel Canada) is a Canadian broker-dealer subsidiary of Stifel Financial Corp. (NYSE: SF) in the US. Headquartered in Toronto, Stifel Canada provides institutional sales and trading to corporate clients and institutional investors. The firm also offers a much broader suite of products and services, while remaining the same group of dedicated professionals serving Canadian capital markets. | Investment Banks/Brokers | Analyst-Equity |
Statistics
International
| Canada | 32 |
| China | 8 |
| Hong Kong | 7 |
| Egypt | 4 |
| Bangladesh | 2 |
Sectoral
| Finance | 25 |
| Consumer Services | 9 |
| Electronic Technology | 5 |
| Miscellaneous | 5 |
| Technology Services | 3 |
Operational
| Undergraduate Degree | 53 |
| Corporate Officer/Principal | 44 |
| Director/Board Member | 36 |
| Analyst-Equity | 34 |
| Portfolio Manager-Equities | 29 |
Most connected contacts
| Insiders | |
|---|---|
| Lee Matheson | 23 |
| Eugene Roman | 15 |
| Tye Bousada | 14 |
| Geoff MacDonald | 13 |
| Patrick Farmer | 11 |
| Yong Guang Zeng | 11 |
| Andrew Pastor | 7 |
| Jason Liu | 5 |
| Claire Marie Thornhill | 5 |
| Jeff Hyrich | 5 |
| Phil Cvercko | 4 |
| Colin McCoy | 4 |
| Pallav Kapur | 4 |
| Steven Lo | 4 |
| Jamie Carmichael | 4 |
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