Jonathan Watkin

Jonathan Watkin is an Associate, Portage Capital Solutions at Portage since October 2022. As an Associate, Jonathan will invest in growth equity, structured equity and special situations in financial technology and financial services companies globally. He is responsible for all aspects of the investment process, including origination, due diligence, execution, and portfolio management. He is based in Toronto, Canada.

Prior to joining Portage, Jonathan was an Investment Associate at Ontario Teachers’ Pension Plan – Innovation Platform. He started his career at Financial Technology Partners as an Investment Banking Analyst.

Jonathan graduated from Queen’s University with a Bachelor of Commerce.

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Scott Wu

Scott Wu is a Partner and Chief Technology Officer at Sagard and is based in Toronto.

Prior to this role, Scott was the CTO and Co-founder at Compass Digital Labs, a subsidiary of Compass Group. Compass Group is a global leader in food services, providing meals to millions of people across 45 countries and generating $30B+ a year in revenue. He was responsible for Product Management, Data Science and Analytics, UX Design and Research, and Software Engineering. Under his leadership, his team has created a mobile food ordering, pick-up, and delivery platform deployed in thousands of locations in the US. In 2021, his team launched Compass’ first AI platform that sold consumer purchase behaviour insights to companies like Red Bull. Scott also created Compass Digital Ventures, a CVC focused on investing in food-tech startups that will help make the food experience of the future.

Scott holds a B.Eng degree from the University of Toronto and an MBA from York University.

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Helen Liu

Helen Liu is an Associate, Sagard Healthcare Partners at Sagard and joined the firm in 2022. As a member of Sagard Healthcare Partners, Helen invests in approved and commercialized biopharmaceuticals, diagnostics, and medical devices that are protected by strong intellectual property. Helen is responsible for all aspects of the investment process, including origination, due diligence, execution, and portfolio management. Helen is based in Toronto, Canada.

Prior to Sagard, Helen was an Associate on the Active Equities team at Canada Pension Plan Investment Board (“CPPIB”) and was responsible for making public equity investments within the healthcare sector. Before that, Helen was an Analyst on the Life Science Technology and Venture Development team at MaRS Innovation. She sourced, conducted due diligence, and executed on novel, early-stage biopharmaceutical investment opportunities.

Helen holds an Honors B.Sc. in Life Science and a Masters of Health Science, both from the University of Toronto. She is also a CFA® charterholder.

 

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Daniel Jacobson

Daniel Jacobson is an Analyst, Sagard Healthcare Partners at Sagard and joined the firm in 2022. As a member of Sagard Healthcare Partners, Daniel invests in approved and commercialized biopharmaceuticals, diagnostics, and medical devices that are protected by strong intellectual property. He is responsible for all aspects of the investment process, including origination, due diligence, execution, and portfolio management. Daniel is based in Toronto, Canada.

Prior to Sagard, Daniel was an Investment Banking Analyst at Lazard, where he was involved in several M&A transactions for a diversified client base.

Daniel holds a BMSc with an Honor’s Specialization in Interdisciplinary Medical Sciences from Western University and an HBA from Ivey Business School

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Daniel Ballen

Dan Ballen is Co-Head and Partner, Portage Capital Solutions. Dan is responsible for co-leading growth equity, structured equity and special situations investments in financial technology and financial services companies globally, as well as driving the fund’s overall strategy. Dan is based in New York.

Dan has spent nearly twenty years in various private equity, structured equity and special situations investing roles targeting the financial services, fintech and real estate technology sectors. Prior to Portage, Dan served as a Senior Portfolio Manager at PIMCO, where he led a team focused on private equity and structured equity investments for the firm’s alternatives franchise in both the US and Europe. Earlier in his career, Dan was a member of the investment teams at Bain Capital and Pine Brook Partners, partnering with growing companies across several sectors.

Dan has served as a Board member for a wide range of public and private companies in the US and Europe and was named to M&A Advisor’s “Emerging Leaders” list, as well as GrowthCap’s “40 Under 40” list of growth equity investors.

Dan received a Bachelor’s degree, Summa Cum Laude, from Emory University.

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Devon Kirk

Devon Kirk is Co-Head & Partner, Portage Capital Solutions at Portage and joined the firm in 2022. Devon is responsible for co-leading growth equity, structured equity and special situations investments in financial technology and financial services companies globally, as well as driving the fund’s overall strategy. She is based in Toronto.

Prior to Portage, Devon spent over ten years at CPP Investments, a C$539 billion fund as of March 31, 2022. She was most recently Managing Director & Head of Capital Solutions, overseeing financials, special situations and esoteric investments, and a member of the Global Leadership Team. Previously, Devon was a Managing Director in the Direct Private Equity team, where she focused on the financials and TMT sectors. While at CPP Investments, Devon was on the Board of Wilton Re, a Board Observer for Altice USA and served on various firm investment committees.

Prior to joining CPP Investments, Devon was in Corporate / M&A at Linklaters LLP, a London-based multinational law firm, and started her career in M&A at BMO Harris Nesbitt in Chicago.

Devon received a Bachelor of Commerce degree, with Great Distinction, from McGill University and a Juris Doctorate from Harvard Law School. She is also a CFA Charterholder.

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Juliette Souliman

Juliette Souliman is a Principal, Portage Ventures at Portage and joined the firm in 2022.

Prior to Portage, Juliette was an early-stage fintech VC investor at Octopus Ventures and then MMC Ventures, both UK funds, focusing on Pre-seed to Series B investment opportunities. There Juliette was responsible for sourcing, investing, and portfolio managing deals in the FinTech, InsurTech and Crypto sectors. Prior to that, Juliette served as Chief Commercial Officer in a FinTech start-up, working on tokenizing and trading income-sharing agreements.

Juliette holds a BSc in International Business Administration from Rotterdam School of Management, The Netherlands. She specialized in new venture financing at Babson College in the USA and earned an MSc in Strategic Entrepreneurship from Cass Business School, London, UK.

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Gabi Makari

Gabi Makari is an Associate, Portage Ventures at Sagard and joined the firm in 2022. As a member of Portage, Gabi invests in early-stage and growth-stage fintech opportunities globally. She is responsible for all aspects of the investment process, including origination, due diligence, execution, and portfolio management. Gabi is based in New York, US.

Prior to Sagard, Gabi worked at Primary Venture Partners and Activant Capital. Gabi also spent three years as a consultant at Accenture Strategy, where she focused on the retail and consumer sector. Gabi started her career in start-ups, working at an enterprise SaaS company called Optoro.

Gabi holds a B.A. from Brown University and an M.B.A. from Harvard Business School.

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Sandra Michalski

Sandra Michalski is an Executive Assistant at Sagard and joined the firm in 2022. Sandra is responsible for providing support and assistance to Devon Kirk, Daniel Ballen, and Ajay Chowdhery. Sandra is a member of the Portage team and is based in Toronto, Canada.

Prior to Sagard, Sandra was an Executive Assistant for Dorsay Development Corporation. Beyond that, Sandra has over 6 years of experience in her career as an Executive Assistant in a variety of industries – finance, personal injury law, oil & gas, and real estate.

Sandra holds an Advanced Diploma in Executive Office Administration from Seneca College. 

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Jane Jing

 Jane Jing is a Fund Accountant at Sagard and joined the firm in 2021. Jane is responsible for day-to-day fund operations, NAV calculations, and the accounting of capital activities for Portage Ventures, the venture capital arm of Sagard. She is a member of the finance team and is based in Montreal, Canada.

Prior to Sagard, Jane served as a Fund Accountant at Maples Group where she had provided fund admin services to various fund managers located in North America and Asia with funds over 1 billion AUM.

Jane holds a B.Comm. in Accounting from the John Molson School of Business at Concordia University. She is a candidate for Chartered Financial Analyst (CFA) designations.

 

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