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Partners of AGP are often asked for their views on current affairs in the investment and fintech space, particularly on issues which touch on matters of governance, risk and strategy.

Below you find some recent contributions of the partners:

Online media

Welcome to Alpha Governance Partners: high-end investment and fintech fiduciaries.

You run an organization or tech platform that manages or overlooks a large amount of investments, billions is a lot, a million is also a lot… It’s highly stimulating though.

You do the reading on developments in capital markets, market structure, investment strategies, risk management, regulatory changes, new technologies and so much more.

You are faced with a wide array and a huge number of investment or technological ideas, you need to navigate carefully…

You acknowledge the scrutiny of your decisions by all the stakeholders out there: investors, the ecosystem, regulators, the public, staff and others.

You allocate, invest and trade, yes, you take your fiduciary responsibilities very serious, it’s a demanding world.

As directors and former c-level investment executives with hands-on experience with complexity and idiosyncrasy, we understand your financial and reputational risks, transforming them into confidence.

As thought-leaders, we stay on top of developments.

As fully independent non-executive directors with a focus on investment and managerial risk and avoiding conflicts of interest, we provide a quantum leap in governance quality and risk mitigation to your board or committee.

Anywhere: whatever jurisdiction, whatever firm or legal structure and almost whatever investment or technology strategy (but if we don’t understand it, we’ll not do it)

In the investment, fintech and fiduciary world, we are unique

Anish Chopra, CFA, CPA, CA, CBV
Toronto
chopra@alpha-gp.com
+416 363 879 7
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Anish Chopra
@AnishChopra_PMC

Summary

Anish is a wealth and asset management executive with global investing experience across many asset classes and deep technical expertise in numerous investment strategies, portfolio management, product development, proprietary investments and asset allocation. Excellent investment track record and expertise in restructuring initiatives, coupled with a unique ability to develop creative strategies and structure high quality portfolios through deep and thoughtful analytics. A vigilant, energetic and reflective leader with a clear vision, a reputation for thoughtful planning, driving accountability through team building, oversight of organizational risk, collaboration and clear execution of business priorities to achieve measurable results. Anish is frequently sought after by various media outlets for his views and is a regular guest lecturer in academia on finance issues.

Formative Experience

Anish formerly led the TD Asset Management Innovative Solutions Group holding the position of Managing Director and Lead Portfolio Manager. In this key strategic role, he provided oversight for a team of 30 investment professionals with USD 100 billion in assets under management which included synthetics, derivatives, quantitative, passive and fundamental mandates. Along with the exceptional growth of this book of business, Anish led a number of operational improvements and restructurings that not only reduced expenses but also helped to expand the derivatives mandates undertaken and significantly reduced error rates.

Career

  • Managing Director and Portfolio Manager (2017 – present) covering global equities and fixed income at Portfolio Management Corporation, a boutique Canadian investment management firm for high net worth investors and their families
  • Wealth and Investment Manager and Leader – as a Managing Director and Portfolio Manager led a variety of multi-billion dollar mandates at TD Asset Management for retail, institutions and high net worth individuals. These mandates included asset allocation funds, hedge funds, mutual funds and proprietary funds
  • Former mergers & acquisitions investment banker

Education

  • MAcc (Gold Medallist) (University of Waterloo), BA (University of Waterloo)
  • CFA, CPA, CA (Fellow), CBV (Fellow) (Gold Medallist), CPA (Illinois), FRM, CAIA

Extracurricular

  • Chair, CBV Institute; Past Chair, CFA Society Toronto; Former member of the Canadian Accounting Standards Board; current and past member of numerous investment committees for not-for-profit organizations including the Princess Margaret Cancer Foundation
  • Past Adjunct Lecturer, School of Accounting and Finance, University of Waterloo

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