Canalyst’s 40+ person equity research team is the backbone of our company, meticulously building and updating each of the 4000+ fundamental models in our North America database. A group of passionate financial analysts ranging from CFA candidates to veteran Charterholders, this team is in their element in the heat of earnings season, updating our database with a careful balance of speed and diligence – fast is good, but correctly modeling that re-segmentation is better!
Completing the product team is a talented group of software engineers and data scientists. Committed to simplicity and efficiency, our engineering team ensures data integrity, maintains our cloud-based product and infrastructure, and ultimately delivers our clients with uninterrupted access to the Canalyst platform.
The equity research and product teams sit alongside the rest of the company in Canalyst’s Vancouver-based head office to ensure communication between teams remains seamless and timely.
James Rife, Head of Equities
James is Canalyst’s product visionary, having built the first version of the Canalyst product for himself when he was unable to find what he needed in the marketplace.
Prior to founding Canalyst, James had 10 years’ experience in equity research and portfolio management. He started his career in equity research with Fidelity Canada’s investment team, covering sectors including Utilities, Forestry, Technology, and Energy from 2006 to 2010. After Fidelity, he took a role as Portfolio Manager at a Boston-based $1B long/short fund, rounding out his experience across most other sectors in the process.
James holds a Bachelor of Commerce from the University of British Columbia and is a recipient of a Leslie Wong Fellowship from UBC’s Portfolio Management Foundation, and is a CFA Charterholder.
Damir Hot, CEO
Damir’s leadership of Canalyst is backed by over a decade of sales and product experience at high-growth technology ventures in several complex industries. Prior to founding Canalyst, Damir was VP Customer Development at Metafor Software, a machine learning startup acquired by Splunk (NASDAQ:SPLK) in 2015.
Prior to that, Damir was the first sales rep, and later VP Sales, at Pulse Energy, a meter data analytics software provider to energy utilities; Pulse was acquired by EnerNOC (NASDAQ:ENOC) in 2014. Before Pulse Energy, Damir was a product manager at Stemcell Technologies, a privately-held biotech firm, and was a sales engineer at Bycast, a maker of cloud storage management software acquired by NetApp (NASDAQ:NTAP) in 2010.
Damir holds a Bachelor of Applied Science in Engineering Physics with a specialization in Computer Science from the University of British Columbia.
John S Montalbano, CFA - Chair
John is the principal at Tower Beach Capital Ltd. John built his career in asset management, first as an equity analyst and then as an institutional portfolio manager at Phillips, Hager & North Investment Management Ltd. (PH&N). Throughout, he assumed successive leadership roles until his appointment as President in 2005. In 2008, when RBC acquired PH&N, John became CEO of RBC’s newly expanded asset management business, known as RBC Global Asset Management (RBC GAM). By 2015, when he retired as CEO, the organization was managing in aggregate more than $370 billion worldwide. RBC GAM, with clients in over 40 countries, manages Canadian, global and emerging market equity and fixed income mandates, including absolute return and “quant” strategies.
In recent years, John has completed a term as Chair of the UBC Board of Governors and remains a strong supporter of the UBC Sauder School of Business, where he and his wife, Dana, established the Montalbano Professorship in Leadership Studies: Gender and Diversity in 2014. They have also established several fellowships at the University of Victoria in Ocean and Earth Sciences and at UBC in International Relations and Law. As a trustee of the Killam Trusts, in support of graduate studies, he also serves as a member of the Investment Committee for the Canada Council for the Arts. John is passionate about supporting the arts and sciences, and especially about providing opportunity for youth. In 2015, John has been appointed Chair for the Vancouver Public Library Capital Campaign and has joined the Boards of Junior Achievement British Columbia, The Vancouver Police Foundation and St. Paul’s Hospital Foundation.
Aron has over 20 years of Fintech experience as an operator, investor and advisor. As co-founder of Cambrian Consulting, he specializes in market analysis, strategic business development, due diligence, and technology strategy assignments for Wall Street banks, Private Equity firms, and VC funds. Aron held Research COO, CIO, Technology Strategy, and risk positions at Merrill Lynch and UBS.
Prior to joining Wall Street, Aron was senior manager in Accenture’s Strategy group in Europe, Africa & Russia. His board experience includes work as Executive Chairman, Independent Board Director and angel investor with the following firms: Folio Dynamics (sold to Acta). CorrectNet (sold to Markit), Scivantage, Vestwell, Wealthforge, Untapt, Vestorly, and Advizr.
V. Paul Lee
Paul is founder and Managing Partner of Vanedge Capital Partners Ltd. (“Vanedge Capital”). Paul was the former President of Electronic Arts (EA), responsible for all product development within its Worldwide Studios Group. He managed more than 6,000 employees and US$1 billion in capital and operating expenses.
Paul has been an active angel investor with investments in: Distinctive Software, a games developer sold to Electronic Arts in 1991; ALI Technologies, a digital radiology information systems company sold McKesson in 2002; ActiveState, a spam-management and open-source software company sold to Sophos in 2003; Blast Radius, a leading strategic interactive marketing agency sold to the WPP Group in 2007; and Bycast, an enterprise cloud storage provider sold to NetApp in 2010. Vanedge Capital was the largest shareholder in Recon Instruments, sold to Intel; Wurldtech, sold to General Electric; Metafor, sold to Splunk; and Mediacore, sold to Workday. Paul also Chairs D-Wave Systems and is a board member or observer on Privacy Analytics, Vendasta, Pacific Bio Energy, Control Mobile, and Gamerizon.
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– Director of Research, investment bank