Mentorship Program

Xaverian Capital analysts receive career guidance from mentors on an ongoing basis.

Lyle Stein

With over 35 years of experience, Lyle brings a seasoned perspective to the fund management industry. Throughout his career he has been a financial consultant, an expert economic witness, a top ranked portfolio strategist, an award winning mutual fund manager, an entrepreneur who created and sold his own portfolio management company, and a CEO of a large independent portfolio manager.

Lyle was twice voted Canada’s “Top Ranked” portfolio strategist by Brendan Woods International. While at Sceptre Investment Counsel, in addition to being part of a team which oversaw $14 B in institutional client assets, he was the manager of the Sceptre Balanced Growth Fund which was twice named Canada’s “Balanced Fund of the Year.”

He has co-taught a second-year MBA Finance class at McMaster University, and is a guest lecturer at Humber College.

Roshan Dutta

Roshan Dutta is currently pursuing his MBA at The Wharton School. Prior to Wharton, he was a member of the Healthcare Private Equity team at Blue Mountain Capital, a New York-based hedge fund with approximately $18 billion under management.

Mr. Dutta previously worked at PJT Partners (fka, The Blackstone Group), where he spent two years as an Analyst in the Mergers & Acquisitions group. He received a B.A. in Economics and Asian & Middle Eastern Development in 2016 from Dartmouth College.

Drew Barvir

Drew is an Associate with CPP Investments’ Direct Private Equity team, based in London, UK. Prior to his current role, Drew was in CPP’s Toronto office, with both the Direct Private Equity and Credit Investment groups.

Drew is also a co-chair of the loan review committee for ACCESS Community Capital Fund, a philanthropic organisation that provides micro loans to entrepreneurs and to support professional designations. He is also an avid golf, hockey and football fan and enjoys hiking, international travel and trying new restaurants.

Drew is originally from Calgary, Alberta and holds Bachelor of Commerce, First Class Honours, from the Smith School of Business at Queen’s University.

Alexander MacDonald

Alexander MacDonald is an Equity Investment Analyst with Cowan Asset Management. Prior to joining the firm, Alexander was an Equity Research Associate with investment banks National Bank Financial and, before that, Wellington West Capital Markets. Earlier in his career, Alexander worked within a diverse range of industries, including positions with a marketing software company, oil and gas producer Nexen, and electrical utility Nova Scotia Power.

Alexander holds an MBA degree from the Ivey Business School and a Bachelor of Electrical Engineering degree from St. Francis Xavier University/Dalhousie University. Alexander is a CFA charterholder and a licensed professional engineer.

Gordon La

Gordon La is currently a Capital Markets Research Analyst for CBRE Limited's National Research and Advisory & Transaction group. He works closely with the National Investment and Debt Capital Markets team as well as all commercial real estate sector groups.

Gordon holds a Master of Financial Economics (MFE) degree from the Ivey School of Business at Western University. In addition, he received a Joint Honours degree in Finance and Economics from St.FX University with a minor in Mathematics.