Joe holds an undergraduate degree in Finance from HEC Montreal as well as the CFA designation. He began his career at the Bank of Montreal as a research associate in the portfolio management team. He then spent 3 years at Dundee Capital Markets in Sales and Investment Banking before joining a Montreal-Based hedge fund as a portfolio manager. He helped start and grow the wealth management division of the business before joining a single family office as the lead portfolio manager – public and private equity.
On the show, we spoke about:
- Joseph’s background
- Investment thesis of Valsoft
- The power of vertical software companies
- The secrets of M&A over 75 acquisitions
- Value creation strategy at Valsoft