Get daily tech & VC intelligence

Sign up free for weekly digests. Upgrade to premium for daily newsletters.

Private Advisory

Contact Me

1:1 consultation across Asset Management and Strategy Advisory. Focused, practical, and discrete. Available only to verified leaders at leading companies.

How I Work

Consultations are practical and outcome‑oriented. We focus on a single priority per week to ensure clarity and results.

Availability: Max one session per week (per client), virtual only

Eligibility: Verified leaders at leading companies only

Asset Management

Portfolio structure, risk framing, and decision hygiene. Calm, repeatable processes over noise.

Strategy Advisory

Company and product strategy, prioritization, and leadership cadence—clarity for next‑best moves.

Consultation on
Asset management & allocation
Limited partner (LP) perspectives
Private markets & PE
Insurance investment
Fund services (buy-side view)
Software/technology in finance
Engagement Terms

Cadence: Max one session per week (per client)

Format: Virtual only

Availability: Limited—please propose a week

Eligibility: Verified leaders at leading companies only

Past Consultations

Most projects under NDA

Governmental

Energy

Fortune 50 Energy Rating Agency Research

Energy

National Energy Administration Hydrogen Offshore Strategy

Family Office

Wealth

Benelux Wealth Management | Overview

LP (Limited Partners)

Allocation

Allocation Frameworks | Limited Partner (LP) Perspective

Markets

Private Markets and Asset Allocation | LP Perspective

Hedge Funds

Fund Services

Global Corporate Fund Services | Provider Market Overview

Fund Services

Global Corporate Fund Services | Customer Perspective

Software

Niche Software Aggregators | PE Firm Overview

Insurance

Insurance Investment Management | Market Overview

Platforms

Private Markets Wealth Platforms | Pricing and Fees

PE

Global Private Equity Investing | Market Overview

Asset Mgmt

Asset Management Market

Professional Background

Work Experience

CPP Investments | Investissements RPC

Senior Product Builder - Quant Data Engineering (part time at PE valuation & Factor investing)

Nov 2019 - Oct 2023 · 4 yrs

CPP Investments | Investissements RPC

Data Specialist - Financial, Collateral, Trading

Nov 2018 - Nov 2019 · 1 yr 1 mo

University of Toronto - Computer Science

NLP & Big Data for Political Election & Investment Prediction Projects

Sep 2016 - Sep 2017 · 1 yr 1 mo · Internship

University of Toronto

Research Assistant - Military Aerospace & Industrial Nanomaterial & Suncor Energy Project

Sep 2013 - Sep 2016 · 3 yrs 1 mo · Internship

Education

Stanford University

Artificial Intelligence Professional Program

Aug 2024 – Present

Harvard Business School Online

AI Leadership

Dec 2025 – Present

University of Toronto

Master of Engineering - Nanomaterial & Machine Learning

University of Toronto

Bachelor of Applied Science (B.A.Sc.) - Material Engineering

Vice President, Chinese Engineering Student Association · Founder, Music Animal Charity Club

University of Toronto - Rotman School of Management

Engineering Business

Certifications & Memberships

CFA Level 2 Candidate
CFA Member
Certified in Private Equity Investing
Certified in ESG Investing
Stanford XCS236 - Deep Generative Models
BASI Yoga
Pilates Mat Specialty
CPR/AED/First Aid Level C
IEEE Member
CAAI Member
PADI Open Water Diver
Certified Surfer
Request a Consultation

Max one session per week (per client).

For verified leaders at leading companies only.