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

 

Email – kmalik@jacobsecurities.com
Tel – 416-866-8314

 

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

 

Email – mvalji@jacobsecurities.com
Tel – 416-866-8374

 

Matthew Sheppard, P.Eng (Mechanical), MBA – Equity Research Analyst, Precious Metals

 

Matt is focused on precious metals equities with a broader focus on base metals. Previously, Matt was an equity research associate covering a broad range of gold companies from early development to senior producers at GMP Securities.

He is also a former project manager responsible for steering multi-million dollar capital projects in aerospace for MD Robotics (formerly SPAR) and the consumer packaged goods sector for Effem Foods (Mars).

 

Email – msheppard@jacobsecurities.com
Tel – 416-866-8356

 

Sameet Kanade – Research Analyst: Tech and Diversified.

 

Has extensive background covering a wide range of large, mid and small cap Canadian and North American technology companies. Also covers special situations – termed “Diversified”. Both areas entail overview analysis of underlying industry and product evolution trends in these respective sectors.

 

Email – skanade@jacobsecurities.com
Tel – 416-866-8354