Jay Bala is the CEO and Senior Portfolio Manager of AIP Asset Management.  Jay has over fifteen years’ of industry experience and previously worked as an Associate Portfolio Manager with Kingsmont Investment Management and Third Eye Capital as an Investment Analyst which manages the Sprott Private Credit Trust.  Prior to that, Jay was an Equity Research Analyst at a leading independent boutique investment bank and worked at the family office of one of Canada’s wealthiest families.

Jay holds a Bachelor of Commerce from the University of Toronto and is a CFA charter holder. In 2014, Jay was a nominee for the Ernst & Young Entrepreneur of the Year Award.

Karl was a General Counsel of two of the world’s largest actuarial and human resources firms, Towers Perrin (now Willis Towers Watson) and Buck Consultants (now Conduent) for over 20 years. He has managed legal, compliance, regulatory, and financial functions of SEC-regulated broke-dealers, investment advisors, commodity pool operators, and commodity trading advisors. He was the President, CCO, Financial and Operations Principal of broker-dealer subsidiary of Mellon Financial Corporation (now Bank of New York Mellon), and was Managing Director of retirement services division.

Karl received his J.D. from Columbia University Law School, where he was a Harlan Fiske Stone Scholar; his LM from New York University Law School; and his B.A. from The Collefe of Wooster, where he was a mathematics major. Karl has also been the Chief Operating Officer of a multi-strategy hedge fund. He is currently the Financial & Operations Principal of a FNRA-member broker-dealer and holds series 3, 7, 24, 27, 30, 63 and 65 licenses.

A veteran in the Canadian investment industry, Karim is responsible for business development and recruiting at AIP.  He honed his strategic skills at firms such as Portfolio Strategies Securities Inc. (PSSI), B2B Bank, Beacon Wealth Management, Dundee Wealth and Assante Wealth Management.   During his time at Assante, Karim was registered as a Regional Vice President (RVP) for Central Canada region.

Karim holds a Bachelor of Arts in Economics from the University of British Columbia, a Diploma in Accounting from Langara College and completed the Partners, Directors and Senior Officers Course (PDO) from the Canadian Securities Institute.

Robert Rizk, Vice President joined AIP Asset Management in the fall of 2016. Robert began his investment career in 2002 as a Client Service Representative with Talvest Fund Management moving to Toronto in 2003.  In 2008, Robert joined Provisus Wealth Management where he was responsible for managing the sales team as well as supporting the Portfolio Management team in managing existing and prospective clients’ investment portfolios, created and implemented Investment Policy Statements for clients.

Robert graduated from Concordia University (Montreal) in 2000 with a Bachelor of Commerce.  He earned his Charted Financial Analysts (CFA) charter in 2011.

Marcello Infante is a seasoned professional with over 20 years of experience within the financial services industry.  He has worked in senior management positions such as Vice President and Associate Vice President for leading companies including HSBC, RBC and B2B Bank. Marcello brings to AIP a wealth of experience in product development, financial planning, wealth management, insurance and mortgage lending.

Marcello attended Queens University, completed the Chartered Investment Manager (CIM) and Partners, Directors and Senior Officers (PDO) Course from the Canadian Securities Institute, holds the LLQP Life License and is an Accredited Mortgage Professional (AMP).

Danny Burdett is a Portfolio Manager Advising Representative at AIP Asset Management Inc. based in Alberta and servicing Alberta clients.  With over 13 years of experience in investment-related financial services, Danny prides himself on his ability to provide perspective for clients from all walks of life.  His passion lies with helping individuals young and old, as well as businesses, to formulate and maintain a strategic investment plans for : asset growth, capital preservation and protection for all the life has to offer including changing circumstances.

Danny attended the University of Calgary and has completed the Chartered Investment Manager (CIM) designation and is also a  Fellow of the Canadian Securities Institute (FCSI).

Denis joined AIP Asset Management in the spring of 2018. Prior to joining AIP, Denis worked at OANDA, the global leader in the foreign exchange industry where he was responsible for managing high-net-worth (HNW) client accounts.

Denis graduated from the University of the Pacific in Stockton, California with a Bachelor of Science in International Business.  While in California, Denis completed the Morgan Stanley Financial Training Program while concurrently completing an internship at Velocity Venture Capital.

AIP Asset Management is proud to retain AUM Law as its law firm on record.  AUM Law advises AIP on a range of legal matters regarding all aspects of investment fund and asset management activities, and is an integral part of the team.