Julian Grego, CFA

Experience

• 

  RBC Dominion Securities

  May 2015 - Aug 2015

  Administrative Assistant to Investment Advisor
• 

  RBC Dominion Securities

  May 2016 - Aug 2016

  Administrative Assistant to Investment Advisor
• 

  Concordia Fintech Society

  Jan 2017 - Jun 2018

  Founder & Chief Financial Officer

  Established a society to educate students, in the scope and functionality of Fintech in financial services, and everyday life, through hosting workshops and sourcing speakers from all relevant industries.Raised funds through fundraisers, grants, and sponsorship's, to ensure the longevity of the society, and to make sure students will always have access to its platforms. Was responsible for all financial administration.Engaged students and employers alike by hosting Career Fairs with firms in the Fintech space. Show less

• 

  RBC Dominion Securities

  May 2017 - Sept 2017

  Associate

  Presented investment ideas and analytical research for the capital preservation and appreciation of accounts amounting to $100MM, included anything from banks to kombucha beverages.Traded alternative investments such as market neutral/hedge funds, and commodities and derivatives contracts, such as: Formula Growth, Romspen Mortgage Fund, in order to implement speculative and hedging strategies.Researched and presented mutual funds to maximize client fit and satisfaction, companies such as: Russell Investments, Pacific Investment Management Company, and Manulife Financial.The main point of contact for all clients in order to maintain and build customer relationships through rapport and communication. Show less

• 

  Concordia University - John Molson School of Business

  Aug 2017 - Jun 2018

  John Molson Competition Committee

  Represented the largest case competition program in the world at the Jeux du Commerce and at the Alberta International Business Competition• Jeux du Commerce (Finance Team) – Develop financial models, from comparable companies to LBOs, in order to support our recommendation on the sale or purchase of the asset in question. • Alberta International Business Competition (Financial Analyst) – Advise on industry and geographic expansions, their financial feasibility, and their strategic fit. Show less

• 

  Waypoint Investment Partners

  May 2018 - Aug 2018

  Investment Analyst

  • Completed in-depth fundamental analysis on prospective holdings within the hedge fund and private equity mandates. While providing continuous analysis on companies within our hedge fund and private equity portfolios.1. Lifestyle Investment Strategy: Focuses on high conviction small- to mid-cap across all industries, with an option strategy to protect the downside during times of volatility. 2. Direct Investment Strategy: The direct investment portfolio focuses on companies that are between $2m - $30m in EBITDA. The direct investment capabilities range from private debt to LBO’s. Show less

• 

  HARWOOD CAPITAL LLP

  Sept 2018 - Dec 2018

  Investment Analyst

  Harwood Private Capital provides flexible debt and equity-type capital to small and mid-sized companies in the U.K.• During my time at Harwood Private Capital I analyzed the profitability of direct alternative credit investments, such as mezzanine / PIK loans. I developed succinct investment memorandums for the Investment Committee. And I led the creation of their ESG Policy.

• 

  Lansdowne Capital

  Jan 2019 - now

  Private investment firm with investments in public and private equities, real estate, equity co-investments, hedge funds and other alternative investments.Investment Manager• Private equity investment responsibilities include executing the entire transaction from sourcing and due diligence to structuring and execution • Other public market investment responsibilities include overall asset allocation, manager selection, and futures and options hedging on the total portfolio• Fund investment responsibilities include meeting with and conducting both qualitative and quantitative due diligence on managers of hedge funds, fund of funds, long-only funds and alternative mortgage funds Show less

  • Chief Investment Officer

    Mar 2025 - now

  • Investment Manager

    Nov 2019 - Mar 2025

  • Investment Advisor

    Jan 2019 - Nov 2019
• 

  Silverstripe Investment Management Limited

  May 2021 - Feb 2023

  Private Equity Investment Professional

  Silverstripe Investment Management has been active in the UK since 2013. Backed by IAG Capital, a major US single family office with a 25+ year track record of investing in highly successful financial services businesses, Silverstripe has deployed >£600m into the UK over the last 4 years.We seek to partner with exceptional management teams who have built businesses with a clear competitive advantage and strong underlying unit economics. Silverstripe remains heavily involved in the operations and governance of investments, choosing to lead investment rounds with significant minority / majority stakes. ESG considerations are at the core of our investment thesis as we seek to build responsible and exceptional businesses for the long term. Show less

• 

  Rimbal

  Nov 2021 - Feb 2023

  Investor Board Observer

  Rimbal is a financial services and technology group pioneering the future of financial advice. They create and curate the essential infrastructure, technology and financial services proposition to support our ValidPath IFA proposition. ValidPath is an IFA Network with over 20 years experience in supporting hundreds of IFAs and IFA businesses to operate and thrive across the UK from start-up to scale-up to the ValidPath Succession Solution (an alternative to consolidation).

• 

  Hybrid Meta

  Aug 2023 - now

  Board Member

  Hybrid Meta is your bridge to web3 adoption. We create combined physical and digital products such as fashion and merchandise for licensed brands, IP owners, events and retail. Every product we create can be authenticated as official on our DRPP.io platform using a simple QR code. Each “DRPP” (drop) comes with a digital token that unlocks VIP rewards, exclusive content, digital collectibles and accessories that can be used in social media + gaming + web3 environments. https://www.drpp.io/ Show less