Stephen John Elgee
Chief Investment Officer at Periscope Capital, Inc.
Profile
Mr. Stephen J.
Elgee, CFA, is a Chief Investment Officer at Periscope Capital, Inc. He is responsible for overseeing all aspects of the firm’s investment and trading activities.
He is a founding partner of the firm.
Mr. Elgee previously spent 20 years at the Bank of Montreal (“BMO”), where he served as Executive Managing Director of BMO’s Equity Derivatives department.
During his time at BMO, Mr. Elgee was exposed to all aspects of the equity derivatives business including proprietary trading, sales, marketing, origination and structuring while overseeing the firm’s Canadian index arbitrage and North American equity options businesses.
Mr. Elgee is a past Chairman of the Board of the Canadian Derivatives Clearing Corporation (CDCC) and of the Toronto Futures Exchange.
He is also a past member of CDCC’s Risk Management Advisory Committee, the Bourse de Montreal Inc.’s Board of Directors, the Ontario Securities Commission Commodity Futures Advisory Board, the Ontario government appointed Commodity Futures Act Review Committee and the S&P/TSX Index Advisory Panel.
Mr. Elgee graduated from the University of Waterloo with an Honours Bachelor of Mathematics and Computer Science degree.
Stephen John Elgee active positions
| Companies | Position | Start |
|---|---|---|
Periscope Capital, Inc.
 Periscope Capital, Inc. Investment ManagersFinance Periscope Capital, Inc. is an independent Canadian alternative investment manager headquartered in Toronto, Ontario. The firm was founded by Jamie Wise in 2009. Periscope Capital provides market neutral long-short strategies for both institutional and individual investors. | Chief Investment Officer | 01/08/2009 |
Periscope Target Return Fund LP
 Periscope Target Return Fund LP Investment ManagersFinance Periscope Target Return Fund LP engages as a pooled investment fund. The company was founded in 2018 and is headquartered in Ontario, Canada. | Director/Board Member | - |
Former positions of Stephen John Elgee
| Companies | Position | End |
|---|---|---|
| Faversham Holdings, Inc. | President | 31/10/2009 |
Montréal Exchange, Inc.
 Montréal Exchange, Inc. Investment Banks/BrokersFinance Montréal Exchange, Inc. engages in the operation and development of market and clearing services for Canadian and international clients and to commercialize internally developed technology solutions. The Group operates in two segments, namely, Exchange and Clearing House. The Exchange segment acts as the only standardized financial derivatives exchange in Canada, providing a complete range of equity, index and interest rate derivatives. The Clearing House segment acts as clearing house and guarantor for derivative instruments traded at the MX and certain other derivative instruments from the over-the-counter market. The company is headquartered in Montreal, Canada. | Director/Board Member | 01/05/2008 |
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. | Corporate Officer/Principal | 31/03/2006 |
BMO Nesbitt Burns, Inc. (Investment Management)
 BMO Nesbitt Burns, Inc. (Investment Management) Investment ManagersFinance BMO Nesbitt Burns, Inc. (Investment Management) (BMO Nesbitt-IM) is the investment management division of BMO Nesbitt Burns, Inc., an investment company headquartered in Toronto, Ontario. The firm is a subsidiary of BMO Nesbitt Burns Holdings Corp., ultimately owned by Bank of Montreal (NYSE, TSX: BMO). BMO Nesbitt-IM provides wealth management services to individuals, families, businesses and institutions. | Corporate Officer/Principal | 31/03/2001 |
| Burns Fry Ltd. | Corporate Officer/Principal | 31/12/1993 |
Training of Stephen John Elgee
| The University of Waterloo | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
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. | Finance |
Montréal Exchange, Inc.
Montréal Exchange, Inc. Investment Banks/BrokersFinance Montréal Exchange, Inc. engages in the operation and development of market and clearing services for Canadian and international clients and to commercialize internally developed technology solutions. The Group operates in two segments, namely, Exchange and Clearing House. The Exchange segment acts as the only standardized financial derivatives exchange in Canada, providing a complete range of equity, index and interest rate derivatives. The Clearing House segment acts as clearing house and guarantor for derivative instruments traded at the MX and certain other derivative instruments from the over-the-counter market. The company is headquartered in Montreal, Canada. | Finance |
| Burns Fry Ltd. | Finance |
| Faversham Holdings, Inc. | |
Periscope Capital, Inc.
Periscope Capital, Inc. Investment ManagersFinance Periscope Capital, Inc. is an independent Canadian alternative investment manager headquartered in Toronto, Ontario. The firm was founded by Jamie Wise in 2009. Periscope Capital provides market neutral long-short strategies for both institutional and individual investors. | Finance |
BMO Nesbitt Burns, Inc. (Investment Management)
BMO Nesbitt Burns, Inc. (Investment Management) Investment ManagersFinance BMO Nesbitt Burns, Inc. (Investment Management) (BMO Nesbitt-IM) is the investment management division of BMO Nesbitt Burns, Inc., an investment company headquartered in Toronto, Ontario. The firm is a subsidiary of BMO Nesbitt Burns Holdings Corp., ultimately owned by Bank of Montreal (NYSE, TSX: BMO). BMO Nesbitt-IM provides wealth management services to individuals, families, businesses and institutions. | Finance |
Periscope Target Return Fund LP
Periscope Target Return Fund LP Investment ManagersFinance Periscope Target Return Fund LP engages as a pooled investment fund. The company was founded in 2018 and is headquartered in Ontario, Canada. | Finance |
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