Starting an Alternative Fund Series: Other Services (Part 4)

Jocelyn Courcelles serves as the Director of Client Relations for Fundata Canada.  Fundata distributes fund information and other financial data to the financial market including over 80,000 financial advisors, planners, managers and institutions, back offices, data vendors and millions of retail investors.  Fundata’s expertise and deep relationships in the industry has resulted in its platform being preferred by the industry.

Jocelyn is responsible for supporting both the onboarding process of investment fund managers to the Fundata platform but also ensuring that the distribution of the fund’s information is hitting the appropriate network.  Jocelyn and his team work closely with each and every client to ensure the delivery of reliable, accurate and fully customizable data feeds to all corners of the financial marketplace.

Jocelyn joined Fundata five years ago.  He holds an MBA and has almost a full decade of experience prior to Fundata working with both a major Canadian Bank and a large Investment Fund provider.

Michael started his career on trade desk support over twenty years ago – and has never really left. Prior to establishing Coach House Partners, Michael led the Enterprise Engineering & Operations teams responsible for the Global Trading Floors at two of Canada’s top five banks. Within technology, Michael was always known as the technical expert and steadily climbed the management ranks. While in the trading rooms, “get me Fowler” was heard more and more. Michael’s established low level command of the trading environments made him the first call for real time fixes and uniquely qualified him to design and implement more robust longer term solutions. Through Coach House, Michael and his team continue to provide candid advice and expert solutions to banks, hedge funds and other non-financial clients that require secure and continuously available environments.

Sean Driscoll is Vice President of GlobeTax’s Sales team, a specialized service provider assisting investors in the recovery of cross-border withholding tax. Joining the firm nearly 6 years ago, first in an operational role, Sean has witnessed first-hand the ever-changing international withholding tax landscape, and the growing demand for relief and recovery services to mitigate unfavorable withholding foreign jurisdictions. Focusing on the institutional investor community, as well asset managers, hedge funds, and private wealth advisors, Sean offers a wealth of knowledge on cross-border treaties, global-custodial networks, and discrimination-based claim opportunities via European Court of Justice rulings. A true value-add service provider, GlobeTax’s fees are entirely contingent, due only upon successful recovery.

Jonathan Shapiro is responsible for Revenue and Relationship Management at Linedata-Gravitas. Jonathan joined the Linedata-Gravitas team in New York in November 2016 after having spent the last 14 years at various banks and technology companies, including Goldman Sachs, where he was responsible for Prime Brokerage Relationship management and Sungard where he managed Hedge Fund sales for New York and Connecticut. He graduated from SUNY Albany with a B.A. in Political Science and English.