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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 seeks superior risk-adjusted absolute returns, with a focus on long and short positions in publicly traded equity, throughout various market cycles and periods of market volatility. The firm invests globally across various industries and sectors, with a focus on technology and adjacent sectors (including, without limitation, industrials, media, telecommunications and consumer-related investments). They may also invest in other equity-related securities (including options, futures, swaps and other derivatives) if the firm, at their sole discretion, views such investments as more favorable instruments to express their investment thesis. | Directeur Général | 01/07/2015 |
Excelion Technology, Inc.
 Excelion Technology, Inc. Medical/Nursing ServicesHealth Services Delivers healthcare solutions with a patient-centric focus | 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 Provides brokerage services | Corporate Officer/Principal | - |
Accel-KKR LLC
 Accel-KKR LLC Investment ManagersFinance Accel-KKR invests in middle market companies located across the globe with revenues up to USD 200 Million. The firm focuses on the software and tech-enabled services sectors. It participates in buyout, minority growth capital, corporate carveout, take-private, credit investment, and secondary. It acquires minority stakes. | Analyste en capital-investissement | - |
Formation de Adrian de Valois-Franklin
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
4
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Accel-KKR LLC
Accel-KKR LLC Investment ManagersFinance Accel-KKR invests in middle market companies located across the globe with revenues up to USD 200 Million. The firm focuses on the software and tech-enabled services sectors. It participates in buyout, minority growth capital, corporate carveout, take-private, credit investment, and secondary. It acquires minority stakes. | Finance |
University of Western Ontario
 University of Western Ontario Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Excelion Technology, Inc.
Excelion Technology, Inc. Medical/Nursing ServicesHealth Services Delivers healthcare solutions with a patient-centric focus | Health Services |
Castle Ridge Asset Management Ltd.
Castle Ridge Asset Management Ltd. Investment ManagersFinance Castle Ridge seeks superior risk-adjusted absolute returns, with a focus on long and short positions in publicly traded equity, throughout various market cycles and periods of market volatility. The firm invests globally across various industries and sectors, with a focus on technology and adjacent sectors (including, without limitation, industrials, media, telecommunications and consumer-related investments). They may also invest in other equity-related securities (including options, futures, swaps and other derivatives) if the firm, at their sole discretion, views such investments as more favorable instruments to express their investment thesis. | Finance |
