Alternative Investments Team

Portrait of Ted R. Welter

    Ted R. Welter

    Managing Director & Chief Investment Officer, Alternative Investments

    Responsibilities: Leads the Greystone Alternative Investments Team; member, Greystone Asset Strategy Team.
    Career began: 1986
    At Greystone: 1995
    Previous experience: Morguard Investments Ltd., Manager, Toronto retail properties; Graywood Developments Ltd. and Enterprise Property Group.

    • Location: Regina
    Portrait of Connie C. Ashton, CFA, CPA, CGA

      Connie C. Ashton, CFA, CPA, CGA

      Chief Operating Officer, Alternative Investments

      Responsibilities: Alternative Investments, finance and portfolio management.
      Career began: 1986
      At Greystone: 1993
      Previous experience: Accounting info systems & human resources, Saskatoon Housing Authority.
      Education: B.Comm., University of Saskatchewan; Chartered Financial Analyst; Certified General Accountant.

      • Location: Regina
      Portrait of Jeff Mouland, P.Eng., MBA

        Jeff Mouland, P.Eng., MBA

        Executive Director/Head of Infrastructure, Infrastructure Investments

        Responsibilities: Leads the infrastructure team and is responsible for investment strategy, asset sourcing and execution, and portfolio construction and management.
        Career began: 1991
        At Greystone: 2012
        Previous experience: Business Development, Infrastructure and Energy Equity, PSP Investments; Investment Director, Industry Funds Management; Senior Vice-President, Di Maio Ahmad Capital.
        Education: MBA, Finance, McGill University; B.Eng., Civil Engineering, Memorial University.

        • Location: Toronto
        Portrait of Jeff Tripp, CFA, MBA

          Jeff Tripp, CFA, MBA

          Senior Vice-President, Real Estate Investments

          Responsibilities: Real Estate Investments portfolio management.
          Career began: 1998
          At Greystone: 2013
          Previous experience: Vice-President, Investment Management, Bentall Kennedy; Vice-President, Asset Management, Redcliff Reality Advisors Inc.; Asset Manager, Morguard Investments Ltd.; Real Estate Analyst, Acquisitions/Development, Morguard Investments Ltd.; Relationship Manager, Bank of Montreal.
          Education: MBA, Schulich School of Business; BA, Psychology, University of Western Ontario; Chartered Financial Analyst.

          • Location: Toronto
          Portrait of Tom Harder, CFA

            Tom Harder, CFA

            Senior Vice-President, Mortgage Investments

            Responsibilities: Mortgage Investments  portfolio management.
            Career began: 2002
            At Greystone: 2007
            Previous experience: Assistant Manager, Mortgage Investments, Great-West Life Assurance Company; Analyst, Montrose Mortgage Corporation.
            Education: B.Comm. (Hons), University of Manitoba; Chartered Financial Analyst.

            • Location: Winnipeg
            Portrait of Greg Zahorski

              Greg Zahorski

              Senior Vice-President, Real Estate & Mortgage Investments

              Responsibilities: Real Estate & Mortgage Investments portfolio management.
              Career began: 1988
              At Greystone: 1995
              Previous experience: Commercial lending, Bank of Montreal; Investment Consultant, Koyl Commercial Real Estate.
              Education: B.Admin., University of Regina.

              • Location: Regina
              Portrait of Andrew Croll, CFA, CAIA

                Andrew Croll, CFA, CAIA

                Vice-President, Alternative Investments

                Responsibilities: Client Portfolio Management Alternative Investments.
                Career began: 2010
                At Greystone: 2013
                Previous experience: Manager Researcher, Investment Consulting, Mercer Investments; Analyst, Investment Consulting, Aon Hewitt.
                Education: B.Comm. (Hons), McMaster University; Chartered Alternative Investment Analyst; Chartered Financial Analyst.

                • Location: Toronto
                Portrait of Matthew Press, MBA

                  Matthew Press, MBA

                  Vice-President, Infrastructure Investments

                  Responsibilities: Asset sourcing, investment execution, portfolio construction and management.
                  Career began: 2005
                  At Greystone: 2015
                  Previous experience: Vice-President, Debt Capital Markets Origination, Fixed Income, Commodities & Metals, TD Securities Inc.; Senior Associate, CIT Energy & Infrastructure, CIT Financial Ltd.; Senior Consultant, Business Transformation Group, CGI Group Inc.; Liquidity Manager, TDS Treasury, TD Securities Inc.
                  Education: MBA, Schulich School of Business; BBA, Finance, Schulich School of Business.

                  • Location: Toronto
                  Portrait of Luke Schmidt, CFA, M.Sc.

                    Luke Schmidt, CFA, M.Sc.

                    Senior Portfolio Manager, Real Estate Investments

                    Responsibilities: Real Estate Investments portfolio management.
                    Career began: 2007
                    At Greystone: 2007
                    Education: M.Sc., Finance, and B.Comm. (High Hons), University of Saskatchewan; Chartered Financial Analyst.

                    • Location: Regina
                    Portrait of Mark Cooksley

                      Mark Cooksley

                      Senior Director, Real Estate Investments

                      Responsibilities: Monitoring, budget and proforma variance analysis, approval of property funding requests, and performance valuation of Greystone’s fully diversified Real Estate Development Program.
                      Career began: 1998
                      At Greystone: 2016
                      Previous experience: Senior Director, Investments at Strathallen Capital, Director, Finance at SmartCentres and as a Consultant, New Business Development at Canadian Tire Corporation Limited.
                      Education: MBA (Finance), McMaster University; B.A.A. (Applied Geography) (Economics minor), Ryerson Polytechnic University.

                      • Location: Toronto
                      Portrait of Shane Lewis, CFA

                        Shane Lewis, CFA

                        Portfolio Manager, Alternative Investments

                        Responsibilities: Alternative Investments portfolio management.
                        Career began: 2006
                        At Greystone: 2006
                        Education: BBA, Finance, University of Regina; Chartered Financial Analyst.

                        • Location: Regina
                        Portrait of Matt Sych, CFA, CPA, CMA

                          Matt Sych, CFA, CPA, CMA

                          Portfolio Manager, Real Estate Investments

                          Responsibilities: Real Estate Investments portfolio management and finance.
                          Career began: 2007
                          At Greystone: 2009
                          Previous experience: Commodity Accountant, Viterra Inc.
                          Education: BBA, Accounting, University of Regina; Certified Management Accountant; Chartered Financial Analyst.

                          • Location: Regina
                          Portrait of Viktor Mosiy, CFA

                            Viktor Mosiy, CFA

                            Portfolio Manager, Mortgage Investments

                            Responsibilities: Mortgage Investments portfolio management.
                            Career began: 2007
                            At Greystone: 2009
                            Previous experience: Investment & Credit Representative, Royal Bank of Canada.
                            Education: B.Comm. (Hons), University of Manitoba; Chartered Financial Analyst.

                            • Location: Winnipeg
                            Portrait of Jimmy Buzaglo, CFA

                              Jimmy Buzaglo, CFA

                              Portfolio Manager, Real Estate Investments

                              Responsibilities: Real Estate Investments portfolio management.
                              Career began: 2005
                              At Greystone: 2014
                              Previous experience: Senior Analyst, Real Estate Investments, OPSEU Pension Trust; Real Estate Financial Analyst, SmartCentres.
                              Education: B.Sc. (Hons), Mathematics, University of Toronto; Chartered Financial Analyst.

                              • Location: Toronto
                              Portrait of Elina Betman, CFA

                                Elina Betman, CFA

                                Client Portfolio Manager, Alternative Investments

                                Responsibilities: Liaison between the real estate & mortgage investment team, the rest of the firm and the investment/consulting community.
                                Career began: 2007
                                At Greystone: 2015
                                Previous experience: Senior Investment Analyst, Towers Watson; Investment Analyst, Towers Watson; Intern, Mercer.
                                Education: B.Comm., Finance, McGill University; Chartered Financial Analyst.

                                • Location: Toronto
                                Portrait of Alexandra Katz, CIM

                                  Alexandra Katz, CIM

                                  Client Portfolio Manager, Alternative Investments

                                  Responsibilities: Liaison between the real estate & mortgage investment team, the rest of the firm and the investment/consulting community.
                                  Career began: 2006
                                  At Greystone: 2015
                                  Previous experience: Product Manager, CI Investments; Inside Sales Representative, CI Investments; Advisor Relations and Sales Support, CI Investments.
                                  Education: BA, Economics, McGill University; Certified Investment Manager.

                                  • Location: Toronto
                                  Portrait of Monish Arora, CFA

                                    Monish Arora, CFA

                                    Product Specialist, Alternative Investments

                                    Responsibilities:  Liaison between the real estate & mortgage investment team, the rest of the firm and the investment/consulting community
                                    Career began: 2007
                                    At Greystone: 2016
                                    Previous experience: Senior Research Analyst, CIBC Asset Management; Research Analyst, Dancap Global Asset Management; Investment Analyst, Ontario Teachers’ Pension Plan; Investment Analyst, Mercer Consulting
                                    Education: Chartered Financial Analyst; B.Comm, Queen’s University

                                    • Location: Toronto
                                    Portrait of Blake Zimmer, CFA

                                      Blake Zimmer, CFA

                                      Senior Analyst, Alternative Investments

                                      Responsibilities: Alternative Investments portfolio research and analysis.
                                      Career began: 2011
                                      At Greystone: 2011
                                      Education: Chartered Financial Analyst; B.B.A., (Finance) University of Regina.

                                      • Location: Regina
                                      Portrait of Garrett Meier, CFA, M.Sc.

                                        Garrett Meier, CFA, M.Sc.

                                        Senior Analyst, Real Estate Investments

                                        Responsibilities: Real Estate Investments portfolio research and analysis.
                                        Career began: 2011
                                        At Greystone: 2011
                                        Education: Chartered Financial Analyst; B.Comm. (Finance) & M.Sc. (Finance), University of Saskatchewan.

                                        • Location: Regina
                                        Portrait of Hiranga Jayawardana, CFA

                                          Hiranga Jayawardana, CFA

                                          Senior Analyst, Alternative Investments

                                          Responsibilities: Real Estate & Mortgage Investments portfolio research and analysis.
                                          Career began: 2008
                                          At Greystone: 2014
                                          Previous experience: Analyst, Quebecor World; Senior Investment Accountant, State Street.
                                          Education: Chartered Financial Analyst; M.Sc. (Finance), Queen’s University; B. Admin. (Finance) (Hons.), York University.

                                          • Location: Toronto
                                          Portrait of Karolyn Karpins

                                            Karolyn Karpins

                                            Manager, Mortgage Investments

                                            Responsibilities: Real Estate & Mortgage Investments portfolio research and analysis.
                                            Career began: 1996
                                            At Greystone: 1999
                                            Previous experience: Westgate Capital.
                                            Education: Red River College, Winnipeg.

                                            • Location: Winnipeg