Natalie Carswell
Portfolio Manager-Equities at Canso Investment Counsel Ltd.
Network origin in Natalie Carswell first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Richard Ivey School of Business
97
| College/University | Other Consumer Services | 97 |
Canso Investment Counsel Ltd.
 Canso Investment Counsel Ltd. Investment ManagersFinance Canso Investment Counsel Ltd. is an independent, Canadian fund management firm headquartered in Richmond Hill, Ontario. The firm was founded in 1997 by John Carswell and they specialize in management of corporate bond portfolios for institutional and private investors. The firm also manages the Canso family of mutual funds.
17
| Private Company | Investment Managers | 17 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Natalie Carswell via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Mackenzie Financial Corp.
 Mackenzie Financial Corp. Investment ManagersFinance Mackenzie Financial Corp. (dba Mackenzie Investments) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1967 and is a direct subsidiary of Mackenzie, Inc., ultimately held by Power Corp. of Canada (TSE: POW). Mackenzie Investments provides discretionary investment advisory services to Canadian mutual funds, such as exchange-traded funds, Separately Managed Accounts, and one closed-end fund listed on the Toronto Stock Exchange. | Investment Managers | Director of Research - Equity Director of Research - Equity | |
Maverick Capital Ltd.
 Maverick Capital Ltd. Investment ManagersFinance Maverick Capital Ltd. (Maverick) is a SEC-registered investment advisor and hedge fund manager headquartered in Dallas, Texas. They are a wholly-owned subsidiary of Cohasset Ltd. The firm was founded by Lee Ainslie III in 1993. Maverick provides advisory services to hedge funds, funds of funds, funds making venture capital investments, a private equity fund and related co-investment vehicle, other pooled investment vehicles, and institutional investors. | 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 | Analyst-Fixed Income Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
| SOFTCHOICE CORPORATION | Information Technology Services | Director/Board Member | |
| CANSO CREDIT TRUST - CANSO CREDIT INCOME FUND | Investment Trusts/Mutual Funds | Chief Investment Officer Director/Board Member Director/Board Member Chief Executive Officer | |
ATB Capital Markets, Inc.
 ATB Capital Markets, Inc. Investment Banks/BrokersFinance Founded in 2010 by George Gosbee, AltaCorp Capital Inc. is an institutional financial advisory and brokerage firm headquartered in Calgary, Alberta, Canada. The firm offers a full spectrum of value-added financial and advisory services to corporations in across various stages of development. Their products and services include corporate mergers and acquisition advisory, equity financings, asset acquisitions and divestitures advisory, institutional sales and trading and institutional equity research. AltaCorp Capital focuses on key drivers of the Western Canadian economy that are global in scope including energy, agri-industry and diversified industries, with overlap into interdependent subsectors. The firm's research includes macro analysis, theme pieces, daily notes, corporate reviews, quarterly and annual overviews and other relevant market/sector issues. AltaCorp Capital's Institutional Sales and Trading team has expertise in both national and global trading markets and are fully integrated within an expansive network of long-standing relationships with institutional clients. They offer execution in trading securities and relevant and timely placing of new offers/issues. The firm also offers execution in institutional block trading and an industry leading technical platform. AltaCorp maintains a strategic relationship with ATB Financial, a full-service financial institution headquartered in Edmonton, Alberta. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| SLATE OFFICE REIT | Real Estate Investment Trusts | Investor Relations Contact | |
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 | |
Polycor, Inc.
 Polycor, Inc. Construction MaterialsNon-Energy Minerals Polycor, Inc. engages in manufacturing and distribution of natural stone. It offers ultra-thin 1cm slabs and porcelain tiles. The company was founded in 1987 and is headquartered in Quebec, Canada. | Construction Materials | Director/Board Member | |
| Queen's University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Graduate Degree | |
Ontario Teachers' Private Capital
 Ontario Teachers' Private Capital Investment ManagersFinance Teachers' Private Capital is a private equity firm founded in the year 1991. The firm is headquartered in Toronto, Ontario with additional offices in London, Singapore and Hong Kong. | Investment Managers | Director/Board Member Private Equity Analyst | |
| University of British Columbia | College/University | Masters Business Admin Undergraduate Degree | |
| University of Toronto | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Corporate Officer/Principal Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The University of Waterloo | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Western Ontario | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| McMaster University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| University of Calgary | College/University | Undergraduate Degree Undergraduate Degree | |
Penfund Management Ltd
 Penfund Management Ltd Investment ManagersFinance Penfund Management Ltd (Penfund Management) is an Independent Private Equity firm is founded in 1979 by John Bradlow. The firm is headquartered in Toronto, Canada. | Investment Managers | Private Equity Analyst Private Equity Analyst | |
| Royal Military College of Canada | College/University | Undergraduate Degree Undergraduate Degree | |
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 Investor Private Equity Investor Director of Finance/CFO | |
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 Investor Private Equity Analyst | |
Canada Pension Plan Investment Board Private Investments
 Canada Pension Plan Investment Board Private Investments Investment ManagersFinance Canada Pension Plan Investment Board Private Investments is a private equity firm, a subsidiary of Canada Pension Plan Investment Board, founded in 1966. The firm is headquartered in Toronto, Canada. | Investment Managers | Private Equity Analyst Private Equity Analyst | |
Softchoice Corp. (United States)
 Softchoice Corp. (United States) Packaged SoftwareTechnology Services Softchoice Corp. markets software and hardware technology products. It serves businesses and organizations. Softchoice was founded in 1995 and is headquartered in Chicago, IL. | Packaged Software | Director/Board Member | |
Evercore Group LLC
 Evercore Group LLC Investment Banks/BrokersFinance Evercore Group LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1995 and is a subsidiary of Evercore BD Investco LLC, which is owned by Evercore, Inc. (NYSE: EVR). Evercore Group delivers equity research and equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth and institutional investors. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
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 | |
Lysander Funds Ltd.
 Lysander Funds Ltd. Investment ManagersFinance Lysander Funds Ltd. provides fund management services. It provides retail distribution of pooled and mutual funds for Canso Investment Counsel Ltd. and other independent investment managers. The firm currently distributes three Canso pooled funds and two Lysander pooled funds. The company was founded in 2009 and is headquartered in Richmond Hill, Canada. | Investment Managers | Director of Finance/CFO Director/Board Member President | |
Silver Lake Management Co. LLC
 Silver Lake Management Co. LLC Investment ManagersFinance Silver Lake Management Co. LLC (Silver Lake Management) is a private equity firm, a subsidiary of Silver Lake Group LLC founded in 1999 by Jim Davidson and David Roux. The firm is headquartered in Menlo Park, California with offices in San Francisco, New York, London, Hong Kong and Singapore. | Investment Managers | Private Equity Analyst | |
Echelon Wealth Partners, Inc.
 Echelon Wealth Partners, Inc. Investment Banks/BrokersFinance Echelon Wealth Partners, Inc. (Echelon) is a Canadian-owned and operated full-service broker-dealer headquartered in Toronto, Ontario. The firm was founded by Robert Furse and David Cusson in 2010 as Euro Pacific Canada, Inc. They are owned by 1-UP Holdings Corp., a holding company. Echelon offers superior investment advice and efficient trade execution for their institutional and retail clients. In 2023, Echelon and PI Financial Corp. (now known as Ventum Financial Corp.) have agreed to combine in a merger of equals to create an investment advisory, wealth management, and capital markets firm. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
ONCAP Management, Inc.
 ONCAP Management, Inc. Investment ManagersFinance ONCAP Management, Inc.(ONCAP) is a private equity subsidiary of ONEX Corp founded in 1999. The firm is headquartered in Toronto, Canada with additional office in New York. | Investment Managers | Private Equity Investor Private Equity Investor Private Equity Analyst | |
Wildcat Capital Management LLC
 Wildcat Capital Management LLC Investment ManagersFinance Wildcat Capital Management LLC (Wildcat) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Leonard A. Potter in 2011. Wildcat provides investment advisory services to a variety of different clients, which can include individuals, limited partnerships, limited liability companies, trusts, charitable organizations and other entities and accounts. | Investment Managers | Analyst-Equity | |
Greenbrier Communications, Inc.
 Greenbrier Communications, Inc. Other Consumer ServicesConsumer Services Greenbrier Communications, Inc. provides 24/7 help desk support and network security services. Greenbrier Communications is based in Lewisburg, WV. The private company offers certified help desk support with optional 8/5 availability, and their Sentinel Network Security service balances business objectives and risks with the cost of protection. The company uses proven, standardized processes and monitors them constantly to keep hackers out, keep data in, and stop any potential threats. | Other Consumer Services | Director/Board Member | |
Monitor Deloitte
 Monitor Deloitte Miscellaneous Commercial ServicesCommercial Services Part of Deloitte LLP (New York), Monitor Deloitte is a company that provides strategic consulting services. The company is based in Rosslyn, VA. The company was founded by Lene S Schulze. | Miscellaneous Commercial Services | Consultant / Advisor | |
| Western University | College/University | Undergraduate Degree Undergraduate Degree | |
Canadian Business Growth Fund Cbgf
 Canadian Business Growth Fund Cbgf Investment ManagersFinance Canadian Business Growth Fund Cbgf (Canadian Business Growth Fund) is private equity firm founded in 2018. The firm is headquartered in Toronto, Canada. | Investment Managers | Private Equity Analyst Private Equity Investor | |
BizBOXTV, Inc.
 BizBOXTV, Inc. Advertising/Marketing ServicesCommercial Services BizBOXTV, Inc. operates an advertising agency. The private company is based in Calgary, Canada. | Advertising/Marketing Services | Director/Board Member | |
| CANSO SELECT OPPORTUNITIES CORPORATION | Miscellaneous | Chief Executive Officer Director/Board Member Chairman Chief Executive Officer | |
| CIBC Capital Markets, Inc. | Corporate Officer/Principal | ||
| GOLD LINE RESOURCES | Specialty Telecommunications | Director/Board Member | |
Slate Asset Management LP /Private Equity/
 Slate Asset Management LP /Private Equity/ Investment ManagersFinance Slate Asset Management LP /Private Equity/ (Slate Asset Management /Private Equity/) is a real estate investment firm, which was founded in 2005 by Blair Welch and Brady Welch. The firm is headquartered in Toronto, Canada. | Investment Managers | Private Equity Investor Private Equity Analyst Public Communications Contact President | |
| Western University /CA/ | College/University | Undergraduate Degree Undergraduate Degree | |
Forum Equity Partners, Inc.
 Forum Equity Partners, Inc. Investment ManagersFinance Forum Equity Partners, Inc. (Forum Equity Partners) is a Private Equity firm founded in 2002 by Richard Abboud. The firm is headquartered in Toronto. | Investment Managers | Private Equity Analyst Private Equity Analyst | |
| BETTERMOO(D) FOOD CORPORATION | Food: Meat/Fish/Dairy | Director/Board Member | |
| AMERICAN FUTURE FUEL CORPORATION | Other Metals/Minerals | Director/Board Member | |
| GROUNDED PEOPLE APPAREL INC. | Apparel/Footwear | Director/Board Member |
Statistics
International
| Canada | 39 |
| United States | 10 |
Sectoral
| Finance | 22 |
| Consumer Services | 12 |
| Non-Energy Minerals | 4 |
| Miscellaneous | 4 |
| Commercial Services | 4 |
Operational
| Undergraduate Degree | 96 |
| Director/Board Member | 96 |
| Corporate Officer/Principal | 72 |
| Private Equity Investor | 41 |
| Private Equity Analyst | 40 |
Most connected contacts
| Insiders | |
|---|---|
| Carol Stephenson | 31 |
| Joel Shacker | 15 |
| K. Leitch | 14 |
| Ajay Gopal | 13 |
| Tim Hicks | 11 |
| John Carswell | 10 |
| Darly Bendo | 10 |
| Layth Ashoo | 9 |
| Heather Mason-Wood | 8 |
| Joe Morin | 8 |
| Richard Usher-Jones | 8 |
| Kweong Wah Soon | 8 |
| Steven Bowles | 7 |
| Taha Mubashir | 7 |
| Ritika Goel | 7 |
- Stock Market
- Insiders
- Natalie Carswell
- Company connections
