Moez Kassam | |
---|---|
Born | Toronto, Ontario, Canada | August 27, 1980
Alma mater | University of Western Ontario (B.A.), London Business School (MBA) |
Occupation | Hedge fund manager |
Moez Kassam (born August 27, 1980 Toronto, Ontario) is a Canadian alternative asset manager. He is a founder and principal of Anson Funds, which manages a collection of long-short equity funds - most notably, Anson Investments Master Fund LP (AIMF). [1] Anson Group was founded in 2007. [2] Kassam also received the 2018 Canada's 40 under 40 award. [3] He is a member of the board of directors for the Canadian Olympic Committee foundation.
Kassam started school at Bayview Glen School in 1994. His interest in financial markets began after his class placed in the top three schools in the TD Stock Portfolio Challenge (within Ontario). [4] He subsequently attended the University of Western Ontario, graduating in 2002 with a Bachelor of Arts. [5] In 2010, Kassam received an MBA in finance from the London Business School, a constituent college of the University of London. [5]
In 2007, Kassam founded Anson Funds, an alternative asset management company that focuses on three core strategies: classic shorts, value longs and opportunistic investments. [1] [2] Anson Group now operates several investment funds including Anson Investments Master Fund (AIMF). He is the primary Portfolio Manager of Anson Investments Management Fund (AIMF), the flagship fund out of a collection of funds managed by Anson Funds. Anson and Kassam has been featured in several publications, such as Barron’s, Bloomberg and Forbes for their distinctive investment strategy. [6] [7] In 2021, Anson Funds posted returns of 45.5% on the back of the meme stock frenzy [8]
Moez married Marissa Siegal in 2016, [9] and together they collectively founded the "Moez & Marissa Kassam Foundation" in 2016 as well.
He sits on the board of the Young Presidents Organization (YPO), and Toronto Public Library Foundation. [10] In June 2020, Kassam joined the board of directors for the Canadian Olympic Committee foundation. [10] [11] Kassam helped start the Great to Gold, a data-driven fundraising initiative to support Canadian athletes at the Paris Olympics. The initiative helped fund athletes that won gold in several sports and helped deliver 10 of Canada’s 27 medals. [12]
He is also the Fundraising Lead for the Ryerson University Lifeline Syria Challenge (RULSC). [10] [ non-primary source needed ] In March 2021, Moez contributed $1M to Michael Garron Hospital in Toronto. [13] [14] In May 2022, Moez and Marissa Kassam also donated to the Sinai Health Foundation to assist in medical research in neonatal care. [15] They have also contributed $300,000 to the APPLE Schools Health initiative, which supports healthy eating for children in disadvantaged communities. [16]
Kassam has donated to the University of Toronto, [17] which allowed him to invite Abdulaziz Sachedina to join Emmanuel College at the University of Toronto as a distinguished visiting professor of Islamic Studies. [18] In 2023, the Moez & Marissa Foundation supported the Toronto Foundation for Student Success with the launch of the “‘School Opportunity Fund”’ which provides financial support to schools that need assistance with obtaining resources for their students. [19]
In 2023, Moez was named in Toronto Life’s “50 Most Influential Torontonians” for his philanthropic efforts. [20]
A hedge fund is a pooled investment fund that holds liquid assets and that makes use of complex trading and risk management techniques to improve investment performance and insulate returns from market risk. Among these portfolio techniques are short selling and the use of leverage and derivative instruments. In the United States, financial regulations require that hedge funds be marketed only to institutional investors and high-net-worth individuals.
Neuberger Berman Group LLC is an American private, independent, employee-owned investment management firm. The firm manages equities, fixed income, private equity and hedge fund portfolios for global institutional investors, advisors and high-net-worth individuals.
Adolphus Egerton Ryerson was a Canadian educator, author, editor, and Methodist minister who was a prominent contributor to the design of the Canadian public school system. Ryerson is considered to be the founder of the Ontario public school system.
The Vanguard Group, Inc. is an American registered investment advisor founded on May 1, 1975, and based in Malvern, Pennsylvania, with about $9.3 trillion in global assets under management as of May 2024. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds (ETFs) in the world after BlackRock's iShares. In addition to mutual funds and ETFs, Vanguard offers brokerage services, educational account services, financial planning, asset management, and trust services. Several mutual funds managed by Vanguard are ranked at the top of the list of US mutual funds by assets under management. Along with BlackRock and State Street, Vanguard is considered to be one of the Big Three index fund managers that play a dominant role in corporate America.
Franklin Resources, Inc. is an American multinational holding company that, together with its subsidiaries, is referred to as Franklin Templeton; it is a global investment firm founded in New York City in 1947 as Franklin Distributors, Inc. It is listed on the New York Stock Exchange under the ticker symbol BEN, in honor of Benjamin Franklin, for whom the company is named, and who was admired by founder Rupert Johnson Sr. In 1973, the company's headquarters moved from New York to San Mateo, California.
Michael Lee-Chin, is a Jamaican-Canadian billionaire businessman, philanthropist and the chairman and CEO of Portland Holdings Inc, a privately held investment company in Ontario, Canada.
Pacific Investment Management Company LLC is an American investment management firm focusing on active fixed income management worldwide. PIMCO manages investments in many asset classes such as fixed income, equities and other financial assets across public and private markets. PIMCO is one of the largest investment managers, actively managing more than $2 trillion in assets for central banks, sovereign wealth funds, pension funds, corporations, foundations and endowments, and individual investors around the world. According to the Sovereign Wealth Fund Institute, PIMCO is the 6th-largest asset manager in the world by managed AUM.
Isadore "Issy" Sharp, is a Canadian hotelier and philanthropist. He is founder and chairman of Four Seasons Hotels and Resorts. He organized the Terry Fox Run.
Capital Group is an American financial services company. It ranks among the world's oldest and largest investment management organizations, with over $2.6 trillion in assets under management. Founded in Los Angeles, California in 1931, it is privately held and has offices around the globe in the Americas, Asia, Australia and Europe.
Bayview Glen School is an independent, co-educational, university preparatory day school with more than 1,000 students from Preschool to Grade 12, located in the North York district of Toronto, Ontario, Canada.
Wellington Management Company is a private, independent investment management firm with client assets under management totaling over US$1 trillion based in Boston, Massachusetts, United States.
Daniel Louis Doctoroff is an American businessman and former government official. From 2015 to 2021, he served as Chief Executive Officer of Sidewalk Labs, a startup company he helped found, focused on technology for city life. Previously, he was the CEO and President of Bloomberg L.P., Deputy Mayor For Economic Development and Rebuilding for New York City under Mike Bloomberg from January 2002 to December 31, 2007, led New York City's bid for the 2008 and 2012 Summer Olympics, and was a managing partner at Oak Hill Capital Partners, a private equity investment firm.
Michael Garron Hospital (MGH), formerly Toronto East General Hospital (TEGH), is a community teaching hospital located at 825 Coxwell Avenue in East York, Toronto, Ontario, Canada.
Journalists for Human Rights (JHR) is Canada's largest international media development organization. Based in Toronto, Ontario, Canada, JHR was founded in 2002 by Benjamin Peterson and Alexandra Sicotte-Levesque in 2002. JHR's mission is to inspire and mobilize media to cover human rights stories in ways that help communities help themselves. The organization's vision is for everyone in the world to access their human rights.
Raymond Thomas Dalio is an American investor and hedge fund manager, who has served as co-chief investment officer of the world's largest hedge fund, Bridgewater Associates, since 1985. He founded Bridgewater in 1975 in New York.
Toronto Metropolitan University, formerly Ryerson University, is a public research university located in Toronto, Canada. The university's core campus is situated within the Garden District, although it also operates facilities elsewhere in Toronto. The university includes seven academic divisions/faculties: the Faculty of Arts, the Faculty of Community Services, the Faculty of Engineering and Architectural Science, the Faculty of Science, the Creative School, the Lincoln Alexander School of Law, and the Ted Rogers School of Management. Many of these are further organized into smaller departments and schools. The university also provides continuing education services through the G. Raymond Chang School of Continuing Education.
Wealthsimple Inc. is a Canadian online investment management service. The firm was founded in September 2014 by Michael Katchen, Brett Huneycutt, Som Seif, and Rudy Adler and is based in Toronto. As of September 18, 2024, the firm holds over C$50 billion in assets under management. It is primarily owned by Power Corporation indirectly at 55.1% through investments made through their holdings in Power Financial, IGM Financial and Portag3.
CI Financial is a Canadian investment management company based in Toronto, Ontario. It offers investment management and wealth management services targeted to high net worth retail investors, as well as brokerage and trading services to portfolio managers and institutional investors.
Imogen Ruth Coe is a British-born biochemist. Educated in the United Kingdom, Canada, and the United States, Coe has taught at York University in Canada. She is a professor of biochemistry and founding dean of the Faculty of Science at Toronto Metropolitan University in Toronto.