Jason Z. Chen
Portfolio Manager-Equities at Purpose Investments, Inc.
Network origin in Jason Z. Chen first degree
Entity | Entity type | Industry | |
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The University of Waterloo
124
| College/University | Other Consumer Services | 124 |
University of Toronto
78
| College/University | Other Consumer Services | 78 |
Purpose Investments, Inc.
Purpose Investments, Inc. Investment ManagersFinance Purpose Investments, Inc. is an investment management firm headquartered in Toronto, Canada. The firm was founded by Som Seif in 2012 and is a wholly owned subsidiary of Purpose Unlimited. Purpose Investments create better investment outcomes for all investors. They manage assets through some of the highest-quality investment funds in Canada.
16
| Subsidiary | Investment Managers | 16 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jason Z. Chen via their personal network
Company | Sector | Related people | Main position |
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TD Asset Management, Inc.
TD Asset Management, Inc. Investment ManagersFinance TD Asset Management, Inc. (TDAM) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of the Toronto-Dominion Bank (NYSE: TD), a Canadian chartered bank regulated by the Office of the Superintendent of Financial Institutions. Founded in 1987, TDAM provides discretionary investment management services to corporations, investment companies, pension funds/plans, endowments and foundations. | Investment Managers | Analyst-Equity | |
Connor, Clark & Lunn Investment Management Ltd.
Connor, Clark & Lunn Investment Management Ltd. Investment ManagersFinance Connor, Clark & Lunn Investment Management Ltd. (CC&L) is an investment advisory firm headquartered in Vancouver, British Columbia with an additional office in Toronto. The firm was founded in 1982 and is a subsidiary of Connor, Clark & Lunn Investment Management Partnership, itself a subsidiary of Connor, Clark & Lunn Financial Group Ltd. CC&L provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, businesses and private investment funds. | Investment Managers | Portfolio Manager-Equities | |
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 Analyst-Equity | |
MANULIFE FINANCIAL CORPORATION | Multi-Line Insurance | Private Equity Analyst Private Equity Analyst | |
Mawer Investment Management Ltd.
Mawer Investment Management Ltd. Investment ManagersFinance Mawer Investment Management Ltd. (Mawer) is a privately-owned, Canadian mutual fund manager headquartered in Calgary, Alberta. It has additional office in Toronto, Ontario, and a subsidiary with an office in Singapore. The firm was founded as a partnership in 1974 by Charles Mawer. They provide discretionary portfolio management services in certain jurisdictions in Canada for individuals, corporations, trusts, estates, institutions, pension funds, and not-for-profit organizations. Mawer also provides discretionary portfolio management services for US-based corporations and institutions, as well as certain US residents. The firm also provides sub-advisory services to certain institutional public mutual funds, non-public pooled funds, separately managed accounts, or wrap-fee programs that are managed and operated by other non-affiliated portfolio managers or investment managers. | Investment Managers | Analyst-Equity | |
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 | Corporate Officer/Principal Analyst-Equity Corporate Officer/Principal Analyst-Equity Analyst-Equity Analyst-Equity Analyst-Equity | |
ONEX Canada Asset Management, Inc. (Investment Management)
ONEX Canada Asset Management, Inc. (Investment Management) Investment ManagersFinance ONEX Canada Asset Management, Inc. (Investment Management) (OCAM-IM) is the investment management division of ONEX Canada Asset Management, Inc., an investment company headquartered in Toronto, Canada. Formerly known as Gluskin Sheff + Associates, Inc., the firm was founded by Ira Gluskin and Gerald Sheff in 1984 and is a subsidiary of ONEX Corp. (TSX: ONEX). OCAM-IM provides private and liquid market investment solutions to wealth advisors and their clients. | Investment Managers | Analyst-Equity Analyst-Fixed Income | |
HOMESERVE | Engineering & Construction | Director/Board Member | |
University of Oxford | College/University | Graduate Degree Doctorate Degree | |
Grant Thornton LLP
Grant Thornton LLP Miscellaneous Commercial ServicesCommercial Services Grant Thornton LLP provides accounting, tax and business consulting services. It offers advisory, business consulting, business risk, enterprise technology and innovation, transaction services, data analytics, cyber risk, and data integrity services. The firm serves the construction, real estate and hospitality, consumer and industrial products, energy, financial services, health care and life sciences, not for profit organizations, private equity, public sector, and technology industries. The company was founded in 1924 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
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 Analyst-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 Economist 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 Analyst-Equity Analyst-Equity | |
RBC Dominion Securities, Inc.
RBC Dominion Securities, Inc. Investment ManagersFinance RBC Dominion Securities, Inc. (RBCDS) is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm was founded in 1901 and is a subsidiary of Royal Bank of Canada (TSE, NYSE: RY). RBCDS provides a full spectrum of brokerage services to retail and corporate clients. | Investment Managers | Analyst-Equity Analyst-Equity 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 | |
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 | Director of Research - Equity | |
McGill University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
York University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of British Columbia | College/University | Undergraduate Degree | |
University of Western Ontario | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
Istanbul Technical University | College/University | Graduate Degree | |
Wilfrid Laurier University | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
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 | |
Birch Hill Equity Partners Management, Inc.
Birch Hill Equity Partners Management, Inc. Investment ManagersFinance Birch Hill Equity Partners Management, Inc (Birch Hill Equity Partners) is a private equity firm founded in 1994 by Steve J Dent and John B MacIntyre. The firm is headquartered in Toronto, Canada. | Investment Managers | Private Equity Analyst Private Equity Investor Director of Finance/CFO | |
Pioneer Fund/NY/
Pioneer Fund/NY/ Investment ManagersFinance Pioneer Fund/NY/ is a venture capital firm founded by Jason Gray. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Investor Private Equity Investor Private Equity Investor | |
Imperial Capital Group Ltd.
Imperial Capital Group Ltd. Investment ManagersFinance Imperial Capital Group Ltd (Imperial Capital) is a private equity firm founded in 1989 by Stephen D. Lister and Jeffrey Rosenthal. The firm is headquartered in Toronto, Canada. | Investment Managers | Private Equity Analyst Private Equity Analyst Private Equity Investor | |
Flow Investment Services Corp.
Flow Investment Services Corp. Investment ManagersFinance Flow Investment Services Corp. (Flow Investment) is a Canadian investment advisory firm headquartered in Toronto, Ontario. They were previously known as Aston Hill Asset Management, Inc. and as LOGiQ Asset Management Ltd. The firm is a subsidiary of Ninepoint Financial Group, Inc. Flow Investment provides investment management solutions to pension plans, foundations, endowments, insurance companies, family offices and other institutional clients in Canada. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal Portfolio Manager-Fixed Income | |
Phaze Ventures LLC
Phaze Ventures LLC Investment ManagersFinance Phaze Ventures LLC (Phaze Ventures) is a venture capital firm founded in 2017 by Abdullah Al-Shaksy, Mohammed Al-Wahaibi, Masoud Al-Rawahi and Mohammed Al-Lamki. The firm is headquartered in Muscat, Oman. | Investment Managers | Founder Chief Executive Officer | |
PhazeRo
PhazeRo Investment ManagersFinance PhazeRo engages in the provision of design and development services for companies and startups. It specializes in digital consulting, software development, talent onboarding, and continuous improvement for corporate clients. The company was founded by Masoud Al-Rawahi in 2019 and is headquartered in Muscat, Oman. | Investment Managers | Founder Director/Board Member | |
Entrc, Inc.
Entrc, Inc. Packaged SoftwareTechnology Services Entrc, Inc. develops software technology for cannabis industry. The company was founded by Artem Pasyechnyk and Stacey Hronowski and is headquartered in San Francisco, CA. | Packaged Software | Founder | |
JUST ENERGY GROUP INC. | Electric Utilities | Sales & Marketing | |
Voyager /TX/
Voyager /TX/ Miscellaneous Commercial ServicesCommercial Services Voyager provides workflow management solutions. The company was founded by Matthew Costello and Bret Smart in 2018 and is headquartered in Houston, TX. | Miscellaneous Commercial Services | Director/Board Member | |
Field Trip Psychedelics, Inc.
Field Trip Psychedelics, Inc. Medical/Nursing ServicesHealth Services Field Trip Psychedelics, Inc. operates as a mental wellness company. It offers psychedelics and psychedelic-enhanced therapies. The company was founded on April 2, 2019 and is headquartered in Toronto, Canada. | Medical/Nursing Services | Director/Board Member | |
Akeed Delivery
Akeed Delivery Air Freight/CouriersTransportation Part of Snoonu Co., Akeed Delivery is a food delivery platform. The company is located in Oman. Akeed Delivery was acquired by Snoonu Trading & Services LLC on May 29, 2022 for $25.97 million. | Air Freight/Couriers | Director/Board Member | |
Spotlight SAS
Spotlight SAS Data Processing ServicesTechnology Services Spotlight SAS provides lightweight seismic monitoring solution to detect and analyze the movements that take place in the basement. The company was founded by Habib Al Khatib and Elodie Morgan in 2017 and is headquartered in Massy, France. | Data Processing Services | Director/Board Member | |
BOXT Ltd.
BOXT Ltd. Internet RetailRetail Trade BOXT Ltd. is a female-founded, venture-backed, direct-to-consumer winery that crafts premium wines and delivers them directly to members in sleek, sustainable packaging. The company is based in Colton, UK. The British company's mission is to revolutionize the way wine lovers drink wine at home. BOXT's monthly membership-based subscription service includes shipping, a personal wine concierge, and the flexibility to pause or cancel at any time. The company was founded in 2012 by Andrew James Kerr, Keith Jones, Alan Dickinson, Melvin Butler. Melvin Butler has been the CEO since 2012. | Internet Retail | Director/Board Member | |
Field Trip Health, Inc.
Field Trip Health, Inc. Medical/Nursing ServicesHealth Services Field Trip Health, Inc. operates as mental wellness firm. It offers ketamine-enhanced psychotherapy and psychedelic medicine services. The company was founded by Ronan Levy, Joseph del Moral, Hannan Fleiman, Mujeeb Jafferi, and Ryan Yermus on November 1, 2019 and is headquartered in Toronto, Canada. | Medical/Nursing Services | Founder | |
Brookfield Asset Management (Infrastructure)
Brookfield Asset Management (Infrastructure) Investment ManagersFinance Brookfield Asset Management (Infrastructure) is a private equity subsidiary of Brookfield Asset Management Inc founded in 2006. The firm is headquartered in Toronto. | Investment Managers | Private Equity Investor | |
eMushrif
eMushrif Packaged SoftwareTechnology Services eMushrif engages in technology platform for school buses management to ensure children's safety. The company was founded by Issa Alshuaili, Adnan Alshuaili and Awadh Alshukaili in 2016 and is headquartered in Muscat, Oman. | Packaged Software | Chairman | |
Fulcrum Capital Partners, Inc.
Fulcrum Capital Partners, Inc. Investment ManagersFinance Fulcrum Capital Partners, Inc (Fulcrum Capital Partners) is an independent private equity firm founded in 1993. The firm is headquartered in Canada. | Investment Managers | Private Equity Analyst | |
Technical University of Nova Scotia | College/University | Undergraduate Degree | |
Amtd Group, Inc.
Amtd Group, Inc. Investment Banks/BrokersFinance AMTD Group Co. Ltd. engages in the provision of financial solutions. It operates through the following business lines: investment banking, asset management, insurance brokerage, and strategic investment. The company was founded on September 23, 2005 and is headquartered in Hong Kong. | Investment Banks/Brokers | Director/Board Member | |
World Education Services, Inc. (New York)
World Education Services, Inc. (New York) Other Consumer ServicesConsumer Services World Education Services, Inc. is a non-profit social enterprise based in New York, NY. World Education Services is dedicated to helping international students, immigrants, and refugees achieve their educational and career goals. The private company was founded in 1974 and the CEO is Esther T. Benjamin. | Other Consumer Services | Director/Board Member |
Statistics
International
Canada | 31 |
United States | 6 |
Oman | 5 |
United Kingdom | 4 |
Turkey | 2 |
Sectoral
Finance | 24 |
Consumer Services | 10 |
Technology Services | 4 |
Health Services | 4 |
Commercial Services | 3 |
Operational
Undergraduate Degree | 96 |
Corporate Officer/Principal | 59 |
Director/Board Member | 59 |
Analyst-Equity | 57 |
Graduate Degree | 40 |
Most connected contacts
Insiders | |
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Som Seif | 32 |
Molly Shoichet | 14 |
Syed Mujeeb Jafferi | 13 |
Sandy Liang | 12 |
Feridun Hamdullahpur | 10 |
Gaurav Jain | 10 |
Abdullah Al-Shaksy | 9 |
Andrew D'Souza | 9 |
Greg Taylor | 7 |
Barry Alexander Morrison | 7 |
Manfred Conrad | 7 |
Steven Li | 7 |
Nauman Satti | 6 |
Heather Pals | 6 |
David Cheng | 6 |
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