Starting an Alternative Fund Series Montreal: Other Operational Aspects/Services (Part 5)

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.

Jackson Lin is the Head of NAVex Traded Funds and Mutual Funds at the Toronto Stock Exchange and is responsible for leading the Sales and Marketing initiatives for TSX NAVex.  Jackson has 20 years of industry experience and prior to joining TSX, he was the Regional Director at Russell Investments for over 4 years and District Vice President at Fidelity Investments for 6 years.  Jackson has also spent over 5 years in different equity trading desks.