Daniel S. Cheng
Plus aucun poste en cours
Profil
Mr. Daniel S.
Cheng, CFA, is Vice President & Portfolio Manager at Matco Financial, Inc. and Chief Financial Officer at Clairvest Group, Inc. He joined Matco Financial in 2007.
He is a member of the Matco investment committee.
He is also a member of Matco’s Canadian Equity Group, which is responsible for the Canadian Equity, Small Cap, and Energy Portfolios.
Mr. Cheng was formerly with Ross Smith Energy Group, an energy research firm.
He was also a member of the institutional equity research group with Tristone Capital Inc.
Mr. Cheng received his undergraduate degree from the University of Calgary and a graduate degree from the University of Waterloo.
He also holds a CFA designation.
Anciens postes connus de Daniel S. Cheng
| Sociétés | Poste | Fin |
|---|---|---|
Ross Smith Energy Group Ltd.
 Ross Smith Energy Group Ltd. Miscellaneous Commercial ServicesCommercial Services Part of Virtu Financial, Inc., Ross Smith Energy Group Ltd. provides research services on the oil and gas industry. The company is based in Calgary, Canada. Ross Smith Energy Group was acquired by Virtu ITG Holdings LLC, part of Virtu Financial, Inc. from March 01, 2019 on June 03, 2011 for $38.65 million. | Corporate Officer/Principal | - |
Tristone Capital, Inc.
 Tristone Capital, Inc. Investment Banks/BrokersFinance Founded in 2000 by George F.J. Gosbee, Tristone Capital, Inc. is a financial advisory firm and broker/dealer located in Calgary. They also have offices in Denver, Colorado, Houston, Texas, Buenos Aires and London. Tristone focuses on global energy markets. The firm provides services related to investment banking, acquisitions, divestitures and global equity capital markets. Their clients include exploration and production companies, oilfield services companies, midstream companies, government entities, royalty trusts and institutional investors around the world. Tristone's research department combines financial analysis, technical expertise, and industry experience to provide clients with information regarding the North American energy sector. They have performed detailed micro analysis on oil and gas producers ranging from large integrated producers to the micro-cap junior producer. | Analyst-Equity | 31/12/2003 |
Macquarie Capital Markets Canada Ltd.
 Macquarie Capital Markets Canada Ltd. Investment Banks/BrokersFinance Founded in 2007, Macquarie Capital Markets Canada Ltd. is a broker located in Toronto with additional offices located in Montreal, Vancouver and Calgary. They are a subsidiary of Macquarie Capital Markets North America Ltd. and their ultimate parent is Macquarie Group Ltd. (OTC: MQBKF.PK). Macquarie Capital Markets Canada follows the following sectors: mining, energy, utilities, infrastructure, consumer, technology, financials and real estate. The firm focuses primarily on Canadian-based stocks. | Corporate Officer/Principal | - |
Matco Financial, Inc.
 Matco Financial, Inc. Investment ManagersFinance Matco Financial, Inc. is a registered investment advisor headquartered in Calgary, Alberta and was founded in 2006. Matco Financial provides investment solutions and the needs of their clients and individual investors. | Analyst-Equity | - |
Formation de Daniel S. Cheng
| The University of Waterloo | Graduate Degree |
| University of Calgary | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Tristone Capital, Inc.
Tristone Capital, Inc. Investment Banks/BrokersFinance Founded in 2000 by George F.J. Gosbee, Tristone Capital, Inc. is a financial advisory firm and broker/dealer located in Calgary. They also have offices in Denver, Colorado, Houston, Texas, Buenos Aires and London. Tristone focuses on global energy markets. The firm provides services related to investment banking, acquisitions, divestitures and global equity capital markets. Their clients include exploration and production companies, oilfield services companies, midstream companies, government entities, royalty trusts and institutional investors around the world. Tristone's research department combines financial analysis, technical expertise, and industry experience to provide clients with information regarding the North American energy sector. They have performed detailed micro analysis on oil and gas producers ranging from large integrated producers to the micro-cap junior producer. | Finance |
Ross Smith Energy Group Ltd.
Ross Smith Energy Group Ltd. Miscellaneous Commercial ServicesCommercial Services Part of Virtu Financial, Inc., Ross Smith Energy Group Ltd. provides research services on the oil and gas industry. The company is based in Calgary, Canada. Ross Smith Energy Group was acquired by Virtu ITG Holdings LLC, part of Virtu Financial, Inc. from March 01, 2019 on June 03, 2011 for $38.65 million. | Commercial Services |
Macquarie Capital Markets Canada Ltd.
Macquarie Capital Markets Canada Ltd. Investment Banks/BrokersFinance Founded in 2007, Macquarie Capital Markets Canada Ltd. is a broker located in Toronto with additional offices located in Montreal, Vancouver and Calgary. They are a subsidiary of Macquarie Capital Markets North America Ltd. and their ultimate parent is Macquarie Group Ltd. (OTC: MQBKF.PK). Macquarie Capital Markets Canada follows the following sectors: mining, energy, utilities, infrastructure, consumer, technology, financials and real estate. The firm focuses primarily on Canadian-based stocks. | Finance |
Matco Financial, Inc.
Matco Financial, Inc. Investment ManagersFinance Matco Financial, Inc. is a registered investment advisor headquartered in Calgary, Alberta and was founded in 2006. Matco Financial provides investment solutions and the needs of their clients and individual investors. | Finance |
