John is an investment management executive and registered portfolio manager. He has a proven track record of building corporate culture, brand awareness, and business scale at both large and small companies.
John is President of Greenchip Financial Corp. Prior to joining Greenchip, John was President of MaRS Discovery District, where he led corporate development and strategy from 2001-2005. John has also held executive positions at AIM Funds Management Inc. and BPI Financial Corporation.
Greg Payne – PhD, CFA
Vice President, Portfolio Management
Gregory Payne has more than 18 years of experience in the financial industry and more than ten years of experience investing in the environmental economy.
Gregory’s experience includes acting as a financial analyst and a member of the portfolio management team for KBSH Capital Management Inc., where he was involved in the management of over $200 million of retail and institutional client assets. He has been a CFA charterholder since 2000. Gregory graduated from the University of Western Ontario in 1992 with a Bachelor of Science (Honours Statistics). He also obtained a Masters of Economics (1997) and Ph.D. in Economics (2010) from the University of Toronto.
Julie Ambachtsheer – CFA
Associate Vice-President, Portfolio Management
Julie has 10 years of financial services experience. She has held a number of roles in the investment industry, including portfolio management, client service and performance measurement. Most recently she was Director of Programs at the Responsible Investment Association. Julie joined Greenchip in 2018 to work closely with Greg on research, monitoring and maintaining the environmental investment universe.
Julie earned her Chartered Financial Analyst designation in 2003 and is a CFA Charterholder. She has taken and passed a number of securities courses, including the Canadian Securities Course (1997), Financial Planning Standards Council (FPSC) Level 1 (2016), as well as the RI Essentials and RI Enhanced Financial Analysis (2017) courses administered by the PRI. She also has a BA from York University.
Chuck Holt – JD, CBV, LL.M, CAIA
Director of Operations
Chuck Holt is a lawyer, Chartered Alternative Investment Analyst, Chartered Business Valuator. He splits his time between Investeco and Greenchip. At Investeco, he is involved in portfolio company due diligence and contract management.
Chuck also oversees certain administrative and legal matters for both companies. Chuck practiced corporate/commercial law at a Toronto-based law firm, before which he earned an LL.M. from the London School of Economics and an LL.B. from the University of Ottawa. For several years, Chuck has also assisted in the management of the Annual Meeting of the World Economic Forum in Davos, Switzerland.
Board of directors
Guy Burry is currently Chair and Chief Executive Officer of Tenth Power Technologies Corp. He brings significant board level experience within the financial services, software development, manufacturing, and environmentally compatible technology sectors.
Guy’s professional experience includes several executive positions in financial services and information technology. In the 1980s, Guy worked at Royal Trust in Toronto. He was also Chief Information Officer with SEI Financial. Guy was in the first graduating class of the Institute of Corporate Directors Governance College at the Rotman School. Burry has served on several boards, including Knightsbridge Human Capital Solutions; York University Board of Governors (Executive Committee member, Chair of Investment Committee, member of Finance and Audit Committee, Trustee of the Pension Fund and Chair of the Pension Fund Investment Committee); Toronto Atmospheric Fund; and Royal St. George’s College Foundation.
Tom Heintzman is Managing Director at JCM Capital, a Toronto-based developer of international solar projects. Tom is responsible for overall management of the JCM Capital Clean Power Infrastructure Fund, including investment origination, structuring and execution and fundraising.
Tom has over 20 years of operational, legal, and consulting experience with an emphasis on energy. Tom founded Bullfrog Power and led it from 2004-2013. Prior to that, Tom was at Zenon Environmental and worked as Engagement Manager with McKinsey & Company. From 1996 to 1998, Tom was instrumental in establishing the Ecojustice Canada’s (formerly Sierra Legal Defence Fund) Ontario office, where he led several precedent-setting environmental litigation, public advocacy and lobbying campaigns.
Rosamond Ivey is Managing Partner of JRS Group, a family office she founded in 1992. Prior to JRS Group, Roz spent six years in investment banking and two years in venture capital. She is Chair of the Ivey Foundation and its investment committee.
Roz leads the Ivey Foundation’s initiatives in impact and environmental investing and corporate shareholder engagements. She is currently a Director of the International Institute for Sustainable Development, as well as a member of the Investment Committee of Western University and a past member of its Board of Governors. She is a Vice-President and Trustee of the Art Gallery of Ontario, a past member of the Advisory Board of Flag Capital Management (a fund-of-funds manager of venture capital and private equity in Stamford, Connecticut), a past member of the Advisory Faculty of the Institute for Private Investors, New York (a networking and educational forum for families), Director of World Wildlife Fund Canada and Henry Birks and Sons. Roz lives in Toronto and New York.
Catherine is currently President of Jackson PG. She has worked with institutional investors since 2001 to identify the ESG risks and opportunities in their portfolios and investment mandates. Catherine serves clients in Europe, Asia and North America, focussing on the intersection of capital and her clients’ sustainability objectives, particularly in regards to risks and opportunities presented by climate change.
Catherine developed this expertise through two decades of leading global sustainable ownership activities at large long term pension fund investors. She was Senior Advisor, Responsible Investment with sustainability leader PGGM, a Dutch pension fund manager and before that she was responsible for corporate governance at the Ontario Teachers’ Pension Plan. Catherine is a CPA, CA with membership in both British Columbia and Ontario. She writes and speaks regularly, and has been quoted in the global financial press including the Financial Times, the Wall Street Journal, the New York Times and the Globe and Mail.
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On January 1, 2021, Greenchip Financial was acquired by Mackenzie Investments. The acquisition has formed an independent investment boutique within Mackenzie called the Greenchip Team focused on environmental investing.Read More