Equity Research
Equity Research

John McIlveen, MBA – Senior Vice President Research


  • Leading Renewable Energy Analyst in Canada
  • 25 years experience in public equities research, private equity, merchant banking, and as a published business professor
  • Treasurer of the Canadian Geothermal Energy Association
  • First analyst in Canada to focus exclusively on renewable power and was instrumental in raising investor awareness in North America

 

E-mail – jmcilveen@jacobsecurities.com
Tel – 416-866-8303

 

Khurram Malik, MBA – Clean Technology Analyst


  • Broad focus on renewable and efficient technology companies
  • One year of prior Canadian sell-side research experience in “special situations” at a leading independent investment dealer
  • Four years of sell-side research experience in the top ranked team for a bulge-bracket investment bank in New York

 

E-mail – kmalik@jacobsecurities.com
Tel – 416-866-8314

 

Luisa Moreno, PhD – Metals & Mining Analyst


  • Broad focus on energy related mining, strategic metals, specialty materials & mining sector
  • Former lead equity research analyst covering the global mining & metals sector at a leading independent Global Emerging Markets research firm

 

E-mail – lmoreno@jacobsecurities.com
Tel – 416-866-8380

 

Edward J. Yew, MBA, P.Eng – Metals & Mining Analyst


  • Focus on precious metals with a broader focus on basic and bulk metals and mining sectors
  • Former equity research analyst covering the precious metals at a Canadian independent investment bank and covering base metals at a bulge-bracket global investment bank
  • Former engineering consultant working on numerous mining projects around the world focusing on front-end engineering, process, and overall EPCM

 


E-mail – eyew@jacobsecurities.com
Tel – 416-866-8356

 

Dr. Anthony White, Member of the Order of the British Empire (MBE), Advisory Board

 

 

Global Leading Renewable Energy and Utility Analyst

  • 30 years in energy research commencing with Geothermal Energy research for the CEGB in 1977, to leading the top Equity Research team in Europe in 2002
  • Head of Utility Research at Kleinwort Benson and Salomon Smith Barney, Citigroup
  • Founder of Climate Change Capital, the sustainable finance house in 2003
  • Member of the Advisory Boards of Climate Change Capital’s Private Equity Fund for Clean Technologies, of the Sussex University’s Energy Group and Standard Chartered Bank’s Environment Committee
  • Analyst for the Government’s lead broker, James Capel, in the privatization of the electricity industry in England & Wales and, in 1994, as Head of Strategy at National Grid, he was responsible for the creation and implementation of the Uplift Management Scheme
  • Led the equity research behind the restructuring and floatations of Enel, Endesa, Snam Retegas, Enagas, Red Electrica de Espana, and Mannheim’s utility, MVV

 

Moiz Valji, Research Associate – Power and Infrastructure

 

  • Prior experience at a Canadian independent investment bank focused on metals and mining

 

 


E-mail – mvalji@jacobsecurities.com
Tel – 416-866-8374