Prior to founding BloombergSen, Jonathan worked for over six years in the investment department of Burgundy Asset Management, first as an investment analyst and later as a Vice President. Before joining Burgundy, Jonathan was a Senior Analyst with SG Capital Partners, a private equity and venture capital investment boutique in New York. Prior to that, he was an Analyst with the Corporate Finance Division of Salomon Smith Barney in New York, where he worked on mergers and acquisitions, as well as high yield, secondary and initial public offerings.
Jonathan has an MBA from The Wharton School of Business. He earned his undergraduate degree in Economics from Tufts University and has also studied at Oxford University. Jonathan has earned his Chartered Financial Analyst (CFA) designation and is a member of the Young Presidents' Organization (YPO) and Canadian Opera Foundation Board of Directors.416-594-9090
Prior to founding BloombergSen, Sanjay worked for one year with Cumberland Private Wealth Management, where he focused on research and analysis of US equities. He was a private investor from 2002 until 2006. From 1996 to 2002, Sanjay worked at Burgundy Asset Management, where he was the lead analyst on the US Small Cap Value Fund and analyzed Canadian and US companies from diverse industries across all market capitalizations.
Sanjay holds a B. Comm. from the University of Toronto, and has earned his Chartered Financial Analyst (CFA) designation.416-594-9090
Lawrence S. Bloomberg is Chair of the Board of Directors of BloombergSen Inc. A distinguished leader in the Canadian business community with a dedicated record of support for next generation innovators and our nation’s progress, in 2013 he was inducted as an inaugural member of the Investment Industry Association of Canada’s Hall of Fame. He is a past Director of National Bank of Canada and continues to act as an Advisor to both the Bank and its subsidiary National Bank Financial. Mr. Bloomberg began his career with Nesbitt, Thomson and Company Ltd. in 1965, joining Pitfield, Mackay, Ross and Company Ltd. in 1974, and holding executive positions with both firms. An avid long distance runner, in 1979 he founded First Marathon Inc. In 1999, the company was bought by the National Bank of Canada and merged with its brokerage arm to create National Bank Financial.
His leadership in the formative development of Canadian business includes serving as a member of the Canadian Council of Chief Executives, the C.D. Howe Institute, and the Investment Dealers Association, and as Director of The Toronto Stock Exchange. He is a longtime member of the World Presidents Organization and the Chief Executives Organization, and past Governor of Junior Achievement Canada.
The breadth of his engagement and support for research, education, healthcare and culture reflects his belief in Canadian values and confidence in next generation innovators. He is a founder and a past director of the MaRS Discovery District, past Chair of Mount Sinai Hospital, former director of the Royal Ontario Museum and the Toronto International Film Festival, among many others. His philanthropic gifts include the naming of The Lawrence S. Bloomberg Faculty of Nursing at the University of Toronto, the Frances Bloomberg Centre for Women’s and Infants’ Health at Mount Sinai Hospital, the Bloomberg-Manulife Prize for the Promotion of Active Health at McGill University, the Lawrence Bloomberg Chair in Accountancy at Concordia University, the Lawrence Bloomberg Wing at the Schulich School of Business, and the Lawrence S. Bloomberg Fellowship at the Wharton School (University of Pennsylvania) which provides financial support for a student from Canada. He was awarded the Outstanding Volunteer Award by the Association of Professional Fundraisers (Toronto) in 2003, and is the 2004 recipient of Who’s Who in Healthcare.
Mr. Bloomberg is a Chartered Financial Analyst. He holds a B. Comm. from Sir George Williams University and an MBA from McGill University, and has been awarded honorary doctorates from Concordia University and the University of Toronto. He was awarded the Order of Ontario in 2010, the Order of Canada in 2011, and is also a recipient of The Queen Elizabeth II Diamond Jubilee Award. In 2012, Mr. Bloomberg was appointed Chancellor of Ryerson University.416.594.9090
Danielle is an experienced capital markets lawyer, risk manager and operations professional focusing her talent at creating a strong, positive operational and compliance culture for BloombergSen that promotes and reinforces best practises and integrity. Danielle’s career began as a lawyer in private practise before shifting to legal, compliance and operational roles with CIBC and UBS Canada between 1997 and 2008. In 2009 Danielle helped launch a Toronto based asset manager overseeing all operations. Danielle joined BloombergSen in 2015. Danielle graduated from law at the University of British Columbia at the top of her class and is called to the bar in both British Columbia and Ontario. Danielle has spoken at numerous industry events as an expert on regulatory compliance and operations in the Canadian alternative investment industry. Danielle is on the board of the Canadian Chapter of 100 Women in Hedge Funds, a global organization of more than 10,000 women who collectively strive to make a difference in both industry and community. She is a past chair of the Managers Only Committee of AIMA Canada.416-594-9090
Caroline joined BloombergSen in January 2015. Her responsibilities include client service and business development. From 2011 to 2014, Caroline worked for Wellington Financial LP, a Toronto-based venture debt fund, in the area of corporate development. Prior to that, Caroline worked as a lawyer in the New York City offices of Shearman & Sterling and then as the Associate Director of the NYU Center for Law & Business. Caroline started her career as an analyst in the investment banking department of Bear, Stearns & Co. Inc. Caroline is a graduate of Harvard College and has a J.D. from the New York University School of Law. Caroline is the co-founder of the Shoebox Project for Shelters, a charitable organization with local chapters across Canada. She currently serves as a member of the Board of Directors of the Hospital for SickKids Foundation and of the Windsor Detroit Bridge Authority and she is also a Governor of the National Theatre School of Canada.416-594-9090