Adrian de Valois-Franklin
Directeur Général chez Castle Ridge Asset Management Ltd.
Profil
Mr. Aaron J.
de Valois-Franklin is Chief Executive Officer at Castle Ridge Asset Management Ltd.
He is an investment professional with expertise merging finance and cutting-edge technology.
Prior to co-founding Castle Ridge Asset Management, Mr. de Valois-Franklin served as Chief Financial Officer for Excelion Technology Inc., a provider of enterprise big data analytics software.
Previously, he was a member of the Principal Investing group for the $270 billion Canada Pension Plan Investment Board (CPPIB) in Toronto.
While with CPPIB, he identified and executed global mega-cap acquisitions and financings across various industries.
Prior to CPPIB, he focused on technology sector investments with Accel-KKR in Silicon Valley; originally a joint venture between the private equity firm Kohlberg Kravis Roberts & Co. and the venture capital firm Accel Partners.
He also gained capital markets and advisory experience as an Investment Banker with Goldman Sachs in New York and San Francisco.
He attained his H.B.A with Distinction from the Richard Ivey School of Business at the University of Western Ontario.
He also completed securities licensing exams from the Canadian Securities Institute and the Financial Industry Regulatory Authority (FINRA) in the United States.
Postes actifs de Adrian de Valois-Franklin
| Sociétés | Poste | Début |
|---|---|---|
Castle Ridge Asset Management Ltd.
 Castle Ridge Asset Management Ltd. Investment ManagersFinance Castle Ridge Asset Management Ltd. (Castle Ridge) is a private investment fund manager headquartered in Toronto, Canada. The firm was founded by Adrian de Valois-Franklin in 2015. Castle Ridge provides investment advisory services on a discretionary basis to Castle Ridge Funds, Funds managed by third-party investment advisers, and a Canadian listed exchange traded fund sponsored by a third-party. | Directeur Général | 01/07/2015 |
Excelion Technology, Inc.
 Excelion Technology, Inc. Medical/Nursing ServicesHealth Services Excelion Technology, Inc. delivers healthcare solutions with a patient-centric focus. It offers a complete Real-Time Hospital Measurement System for healthcare administrators. The company is headquartered in Toronto, Canada. | Directeur/Membre du Conseil | - |
Anciens postes connus de Adrian de Valois-Franklin
| Sociétés | Poste | Fin |
|---|---|---|
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Corporate Officer/Principal | - |
Accel-KKR LLC
 Accel-KKR LLC Investment ManagersFinance Accel-KKR LLC (Accel-KKR) is a private equity firm founded in 2000 by Thomas Barnds. The firm is headquartered in Menlo Park, California. | Analyste en capital-investissement | - |
Formation de Adrian de Valois-Franklin
| University of Western Ontario | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Accel-KKR LLC
Accel-KKR LLC Investment ManagersFinance Accel-KKR LLC (Accel-KKR) is a private equity firm founded in 2000 by Thomas Barnds. The firm is headquartered in Menlo Park, California. | Finance |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Finance |
Castle Ridge Asset Management Ltd.
Castle Ridge Asset Management Ltd. Investment ManagersFinance Castle Ridge Asset Management Ltd. (Castle Ridge) is a private investment fund manager headquartered in Toronto, Canada. The firm was founded by Adrian de Valois-Franklin in 2015. Castle Ridge provides investment advisory services on a discretionary basis to Castle Ridge Funds, Funds managed by third-party investment advisers, and a Canadian listed exchange traded fund sponsored by a third-party. | Finance |
Excelion Technology, Inc.
Excelion Technology, Inc. Medical/Nursing ServicesHealth Services Excelion Technology, Inc. delivers healthcare solutions with a patient-centric focus. It offers a complete Real-Time Hospital Measurement System for healthcare administrators. The company is headquartered in Toronto, Canada. | Health Services |
