JIM ALLAN - CFA, MBA, CIM, FCSI, QFOP
Jim Allan is the Chairman and co-founder of Roundtable Capital Partners Inc., and is the President of Roundtable Asset Management, Ltd. He is responsible for the overall investment and trading decisions that affect mandates under Roundtable’s direction and serves as the lead portfolio manager to the Roundtable Funds. Before founding Roundtable, Jim was the Vice President of Portfolio Management at a boutique, Toronto-based asset management firm from 1999 to 2005 where he managed large and small capitalization portfolios. During his tenure at the firm, the funds on which Jim was listed as a portfolio manager were consistently top-quartile performers within their respective peer groups. From 1992 to 1998, Jim was a financial consultant, first with CIBC Wood Gundy and then with TD Evergreen in Toronto. He received the Chartered Financial Analyst designation in 2000, is a member of the CFA Society of The Bahamas and the CFA Institute, is a Fellow of the Canadian Securities Institute, a Qualified Family Office Professional, sits on the Investment Committee of the Lyford Cay Foundation, and is a registered director with the Cayman Islands Monetary Authority.
Chartered Financial Analyst (CFA) Charterholder – CFA Institute, 2000
Master of Business Administration (MBA) – Rollins College, 1992
Bachelor of Arts (BA) Economics – University of Western Ontario, 1990
Fellow of the Canadian Securities Institute (FCSI); Chartered Investment Manager (CIM); Anti Money Laundering & Terrorist Financing for Securities Professionals; Partners, Directors & Senior Officers Course; Futures Licensing Course; Derivatives Fundamentals Course; Canadian Options Exam;Portfolio Management Techniques; Investment Management Techniques; Conduct & Practices Handbook; Canadian Securities Course – CSI Global Education Inc.