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.

Saurabh is an Associate Portfolio Manager at AIP and helps in the management of the investment portfolios of private clients. He is deeply involved in maintaining client relationships, creating investment allocations, building IPSs, trading securities and performance measurement.

Saurabh brings along 5 years of M&A and capital raising experience gained while working with firms such as Moody’s Analytics, Valitas Capital Partners and Wodehouse Capital Advisors. Prior to his experience in investment industry, he was an entrepreneur and was involved in his family business of metals where he inherited business acumen and gained operational experience.

Saurabh completed his Bachelor of Commerce at University of Delhi (India) and is a CFA charterholder.”

Alexander is an Associate Portfolio Manager and has been with AIP since 2015.

Alexander has buy-side experience in the private and public markets. Prior to joining AIP, Alexander spent over 10 years in Automotive and Dealership Finance. Alexander holds a Bachelor’s Degree in Business and Auto Finance, holds a CIM designation and is working towards his CPA designation.

Raphael joined AIP Asset Management in the spring of 2020. He graduated from Western University with an Honors Specialization in Finance for MOS and has completed the CFA level 1. As part of the SMA team, he helps with the analysis and construction of client portfolios, as well as providing quarterly market commentaries and operational tasks required to service AIP’s clients.

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.