Profil
Ms. Charissa Lai is an Associate at Stonecap Securities, Inc.
Prior to joining Stonecap Securities, Ms. Lai was previously employed as an Associate by Ingenious, Inc. and an Analyst by Morgan Stanley Securities Ltd.
Ms. Lai received her undergraduate degree from the University of Toronto and an MBA from the J.L.
Kellogg Graduate School of Management.
Anciens postes connus de Charissa Lai
| Sociétés | Poste | Fin |
|---|---|---|
Stonecap Securities, Inc.
 Stonecap Securities, Inc. Investment Banks/BrokersFinance Stonecap Securities, Inc. is an independent broker/dealer located in Toronto, Ontario. The firm was formerly the capital markets division of Blackmont Capital Inc. and was founded in 2010 when Blackmont's parent, CI Financial Corp., divested their investment dealer. They are now a subsidiary of Edgecrest Capital Corp. and their ultimate parent is Edgecrest Capital Holdings, Inc. Stonecap Securities seeks to help clients maximize their absolute and relative investment performance through a global perspective on corporate fundamental analysis and valuation. They seek to identify emerging growth opportunities with attractive risk-reward profiles. Their research focuses on small-cap and large-cap companies that are listed on the S&P/TSX and TSX Venture exchanges. Stonecap Securities offers coverage of the following sectors: special situations, mining exploration/development, clean technology, energy (services and industrials), oil and gas exploration/production and financial services. | Analyst-Equity | 31/12/2012 |
Ingenious, Inc.
 Ingenious, Inc. Packaged SoftwareTechnology Services Ingenious, Inc. develops process training simulators and e-learning software for the oil and gas, petrochemicals, power and chemical industries. The company was founded by Bharat Kamdar and Vibhu Sharma in 2000 and is headquartered in Houston, TX. | Corporate Officer/Principal | 30/11/2008 |
Morgan Stanley Securities Ltd.
 Morgan Stanley Securities Ltd. Investment Banks/BrokersFinance Part of Morgan Stanley, Morgan Stanley Securities Ltd. is a financial institution that offers sustainable investment solutions to clients worldwide. The company is based in London, UK. Morgan Stanley Securities is committed to diversity and inclusion for clients, employees, and communities, which builds on their legacy and strengthens their business. Colin D. Bryce has been the CEO of the British company since 2007. | Analyst-Equity | 31/08/2006 |
Formation de Charissa Lai
| Northwestern University | Masters Business Admin |
| University of Toronto | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Morgan Stanley Securities Ltd.
Morgan Stanley Securities Ltd. Investment Banks/BrokersFinance Part of Morgan Stanley, Morgan Stanley Securities Ltd. is a financial institution that offers sustainable investment solutions to clients worldwide. The company is based in London, UK. Morgan Stanley Securities is committed to diversity and inclusion for clients, employees, and communities, which builds on their legacy and strengthens their business. Colin D. Bryce has been the CEO of the British company since 2007. | Finance |
Stonecap Securities, Inc.
Stonecap Securities, Inc. Investment Banks/BrokersFinance Stonecap Securities, Inc. is an independent broker/dealer located in Toronto, Ontario. The firm was formerly the capital markets division of Blackmont Capital Inc. and was founded in 2010 when Blackmont's parent, CI Financial Corp., divested their investment dealer. They are now a subsidiary of Edgecrest Capital Corp. and their ultimate parent is Edgecrest Capital Holdings, Inc. Stonecap Securities seeks to help clients maximize their absolute and relative investment performance through a global perspective on corporate fundamental analysis and valuation. They seek to identify emerging growth opportunities with attractive risk-reward profiles. Their research focuses on small-cap and large-cap companies that are listed on the S&P/TSX and TSX Venture exchanges. Stonecap Securities offers coverage of the following sectors: special situations, mining exploration/development, clean technology, energy (services and industrials), oil and gas exploration/production and financial services. | Finance |
Ingenious, Inc.
Ingenious, Inc. Packaged SoftwareTechnology Services Ingenious, Inc. develops process training simulators and e-learning software for the oil and gas, petrochemicals, power and chemical industries. The company was founded by Bharat Kamdar and Vibhu Sharma in 2000 and is headquartered in Houston, TX. | Technology Services |
