Marcus (Ming) Xu, CFA, M.Sc., M.A.
Marcus (Ming) Xu is the President and Chief Investment Officer at M.Y. Capital Management Corp. Mr. Xu obtained the CFA designation in 2006. Prior to establishing M.Y. Capital in June of 2012, he held the Director of Equity Investments position at a well-known asset management firm in Vancouver, BC. He has 15 years of experience in the investment management industry, with an area of expertise ranging from portfolio construction, risk management to investment research and trading. Mr. Xu has also been a regular contributor to Business News Network (BNN), Bloomberg News, Reuters and Wall Street Transcripts.
He holds a Master of Science degree in Finance from the University of British Columbia, a Master of Arts degree in Economics from the University of Windsor, Ontario, as well as a Bachelor of Arts degree in International Economics from Peking University, Beijing, China.
Alice Chen, J.D.
Alice Chen is the Managing Director of Product Strategy & Design at M.Y. Capital Management Corp. Ms. Chen particularly focuses and specializes in deals and M&A transactions for high net-worth family offices, private equity firms, and institutional investors. In 2013, Alice was named Business in Vancouver’s Top 40 under 40 for her pioneering work in international trade. Ms. Chen has been a frequent contributor on topics such as international trade and foreign investments on various platforms such as Globe and Mail, Vancouver Sun, CBC, the Wall Street Journal, Thomson Reuters, Maclean’s, Canadian Business, EDC and Harper’s Bazaar (China).
Ms. Chen is currently a Board Director of the Greater Vancouver Board of Trade, World Trade Centre (Vancouver) and a member of the GVBOT Policy Council. Previously, she has served on boards of the Association of Women in Finance and is a graduate of Citi Bank’s Global Family Office Leadership Program (2017).
Michael Kowalchuk is the Managing Director of Corporate Development at M.Y. Capital Management Corp. Mr. Kowalchuk has over 11 years of experience in advising private clients, business owners on investor alignment. Specifically, Mr. Kowalchuk leveraged his experience in designing, consulting, and market investment structures to develop his own 100% Investor Alignment Model. This unique market specialty has provided a powerful education platform for many of his clients and advisors.
In the past, Mr. Kowalchuk has served many positions at Fortune 500 and private companies all across North America. Titles include National Account Manager to Vice President of Sales. With all that said, Mr. Kowalchuk believes that the underpinning of his training and success has always upheld a client first methodology.
Sam Lee, CFA, CAIA
Sam Lee is the Managing Director of Research and Investment at M.Y. Capital Management Corp. Prior to joining the firm, Sam worked as a senior quantitative analyst at an asset management firm in Vancouver. He has 11 years of experience in quantitative equity research, portfolio construction, asset allocation and trading.
Sam holds a Master of Science in Management Science and Engineering from Stanford University and a Bachelor of Applied Science in Computer Engineering from the University of British Columbia.
Arnold Lam is an Investment Analyst at M.Y. Capital Management Corp. Mr. Lam responsibilities are wide-spread among the firm, ranging from due diligence and analytical support for the investment team to facilitating communications with regulatory bodies.
Mr. Lam holds a Bachelor of Business Administration Honours at Simon Fraser University and is currently working towards his CFA designation.
Carl Brodie, CFP
Carl Brodie has over 10 years’ experience advising clients and financial advisors on various financial products. Carl’s passion for ensuring his clients are well treated and his general supportive nature positions him well as the point person for clients as they work through integrated planning processes. Most importantly, Carl takes complex concepts and expresses them in a clear and concise manner that makes clients feel at ease.
Klint Rodgers joined M.Y. Capital Management Corp as an Exempt Market Dealing Representative. Mr. Rodgers can sell securities in both British Columbia as well as Alberta. Previously one of Pinnacle’s top dealing representative and Branch Administrator, his expertise now resides in M.Y. Capital Management Corp.
Mr. Rodgers has the Exempt Market Products Course with IFSE (Investment Funds Institute of Canada), the Fundamentals of Alternative Investments Certificate Program with the CAIA (Chartered Alternative Investment Analyst Association) and the Charitable Giving for Professional Advisor’s Course©. Mr. Rodgers is currently in the process of completing the EPC (Elder Planning Counsel) Designation Program.
Jeremy Wiebe, M.A.
Jeremy Wiebe joined M.Y. Capital Management Corp as an Exempt Market Dealing Representative. Mr. Wiebe is a veteran investment and business professional who has an academic background as a former lecturer at McGill University (Ethics) and at the University of New Brunswick (Philosophy).
Mr. Wiebe has been a business development consultant for corporations in the engineering, commodities and industrial sectors. He oversees the product distribution of the best-in-class alternative investments through the All-Star Fund family and works with the UHNW family offices to create value through structuring investments across a diverse range of asset holdings.
Carolyn has over a decade of experience in private market investments and is a recognized industry expert. She was a finalist in the Canadian Female Trailblazer of the year in financial services and is a frequent guest speaker and industry panellist. Prior to joining M.Y. Capital, Carolyn held an executive role with one of Canada’s largest exempt market brokerage firms where she ran a successful wealth management practice.
Carolyn is a passionate advocate for her clients and works closely with the team at M.Y. capital to deliver holistic and intelligent solutions for her individual and corporate clients.
Ian joined M.Y. Capital Management Corp as an Exempt Market Dealing Representative, residing in Ontario. Ian has been involved with the investment industry for the past 4+ years and is duel licensed both in the Exempt Market and Life Insurance industry. Previously Ian worked as a full-time minister. Having a masters and an undergrad degree in theology Ian says works hand in hand with financial planning, it’s what gives him his unique edge. In business, Ian has never lost sight of putting people first in his thinking. Ian finds deep satisfaction from helping his clients reach their financial potential! In addition, Ian enjoys spending time with his wife Sarah, three children and a variety of outdoor living activities.
Russ is a seasoned business development professional with experience in business and sales growth throughout a wide range of industries. Prior to joining MY Capital, Russ was a top producer at a Canadian Private Brokerage firm, advising his clients on various wealth building strategies in Private Equity.
Russ also volunteers as the school board chair of a K-12 academy. He was appointed to the position in 2014, and has led the board while the school has experienced steady increases in enrollment, improvement in school spirit, while keeping a keen
eye on the financial bottom line.
He is an avid runner, having participated in over twenty 10K races, and will be completing his fifteenth Half Marathon race in 2019.