Research and Analysis
Jeff Roberts - Senior Vice President, Assistant Portfolio Manager
Jeff Roberts joined the Vision team following his successful career as a highly regarded investment analyst focused on the public Canadian real estate sector. Most recently, Jeff served as Vice President and Real Estate Analyst at Desjardins Securities for 7 years. During his tenure, Jeff was highly respected by both clients and colleagues and was recognized as a top 3 ranked analyst by Starmine, a leading global consultant.
Prior to his career as an investment research analyst, Jeff served as the Senior Financial Manager at Menkes Developments Ltd., a large Toronto-based commercial and residential real estate developer.
Jeff is a graduate of the MBA program at York University’s Schulich School of Business where he won the Bronze Medal for academic achievement and placed second in Finance. He also holds a Bachelor of Laws degree from the University of Toronto, and is a member of both the Law Society of Upper Canada and the New York State Bar. Jeff received his Chartered Financial Analyst designation in 2006.
Vinh Truong, CA - Vice President, Assistant Portfolio Manager
Vinh Truong has broad experience including a focus on real estate private equity investments, structuring and underwriting corporate credit, mergers and acquisitions, underwriting and placing equity and debt capital, and financial and tax structuring and reporting. Most recently, Vinh was Vice President and CFO of Hexagon Capital Partners, a real estate advisory firm focused on executing a strategic plan for Intrawest ULC’s non-core assets. Previously, Vice President at Fortress Investment Group LLC, a New York-based private equity and hedge fund company. Vinh has prior experience with GE Commercial Finance and KPMG, initially as a Senior Accountant and subsequently in Corporate Finance. Vinh attended McMaster University where he obtained an Honours Bachelor of Commerce degree. He obtained his Chartered Accountant designation in 2000.
- Vice President and CFO - Hexagon Capital Partners
- Vice President - Fortress Investment Group LLC
- Associate - GE Commercial Finance
- Manager - KPMG Corporate Finance
- Obtained Chartered Accountant Designation in 2000
- Graduate of McMaster University, Honours Bachelor of Commerce
Steve Joakim - Director of Administration, Portfolio Assistant
Steve Joakim brings to Vision a breadth of experience in account administration, investor relations, technology support and office management. Steve possesses valuable background and experience in the investment industry primarily from his prior roles with Mackenzie Financial, and FrontTier Consulting. During his tenure at Mackenzie, he quickly became a top-performer in his division and as a result was chosen to be cross trained in three divisions.
In addition, Steve's background in investor relations leaves him with a solid understanding of both the strategic and administrative issues impacting public companies.
- Account Administration, Mackenzie Investments Corp.
- Manager of Administration, Frontier Consulting
- Graduate from the University of Toronto, Honours Bachelor of Commerce, Triple Major (Finance, Commerce, and Economics)
- Completed the Canadian Securities Course (CSC) and the Conduct & Practices Handbook (CPH) from the Canadian Securities Institute
- Candidate for the Canadian Investment Manager (CIM) Designation from the Canadian Securities Institute
Shael Soberano – Analyst
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Shael Soberano has worked as an Analyst at Vision Capital Corporation since May 2009. He is currently completing the Bachelor of Management and Organizational Studies Specialization Honours Degree at the University of Western Ontario.
- Completed the Canadian Securities Course in 2010
- Candidate for the Canadian Investment Manager (CIM) Designation from the Canadian Securities Institute
- Attended SNL Real Estate REIT School in 2009 in Chicago, Illinois
- Semi-Finalist in the Richard Ivey School, Business Feasibly project
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