Charlene Li
Comptroller/Controller/Auditor at Portage Ventures
Profile
Charlene Li is a Senior Fund Accountant at Sagard and joined the firm in 2021.
Charlene is responsible for day-to-day fund operations, NAV calculations, and the accounting of capital activities for Portage Ventures, the venture capital arm of Sagard.
She is a member of the finance team and is based in Montreal, Canada.
Prior to Sagard, Charlene served as a Senior Analyst at Fiera Capital and Senior Fund Accountant at Maples Group where she delivered NAV calculations for clients with a total AUM of over $3B.
Charlene holds a B.Comm.
in Accounting from McGill University.
She is a candidate for the Chartered Professional Accountant (CPA, CA) and Chartered Financial Analyst (CFA) designations.
Charlene Li active positions
Companies | Position | Start |
---|---|---|
Portage Ventures
Portage Ventures Investment ManagersFinance Portag3 Ventures (Portag3 Ventures) is a venture capital subsidiary of Sagard Private Equity founded in 2015 by Paul Guy Desmarais III and Adam Felesky. The firm is headquartered in Toronto, Canada. | Comptroller/Controller/Auditor | 01/01/2021 |
Former positions of Charlene Li
Companies | Position | End |
---|---|---|
Fiera Capital /Asia/
Fiera Capital /Asia/ Investment ManagersFinance Fiera Capital /Asia/ is a private equity firm ,founded in 2001 by Robert D. Petty and Amit Gupta. The firm is headquartered in Hong Kong. | Corporate Officer/Principal | - |
Training of Charlene Li
McGill University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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Portage Ventures
Portage Ventures Investment ManagersFinance Portag3 Ventures (Portag3 Ventures) is a venture capital subsidiary of Sagard Private Equity founded in 2015 by Paul Guy Desmarais III and Adam Felesky. The firm is headquartered in Toronto, Canada. | Finance |
Fiera Capital /Asia/
Fiera Capital /Asia/ Investment ManagersFinance Fiera Capital /Asia/ is a private equity firm ,founded in 2001 by Robert D. Petty and Amit Gupta. The firm is headquartered in Hong Kong. | Finance |
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