AltaCorp Capital Inc.

Investment Banking Team

George Gosbee

Chairman & CEO

Mr. Gosbee’s career to date spans 20 years in corporate finance, investment banking and global capital markets. Prior to founding AltaCorp Capital in 2010, Mr. Gosbee was Chairman, President & CEO of Tristone Capital Global Inc., a global energy investment firm which he founded. Tristone became the largest global independent energy advisory firm and was acquired by an international bank in 2009.  His current firm, AltaCorp Capital, is an investment bank that is partnered with Alberta Treasury Branch (ATB Financial), a wholly owned subsidiary of the Government of Alberta.


Mr. Gosbee is the Executive Chairman and a Co-owner of the Phoenix Coyotes.  He is a Governor on the Board of Governors of the National Hockey League (NHL).  Mr. Gosbee is also Vice Chair of Alberta Investment Management Co (AIMCo), a $70 billion institutional investment fund. He is on the Canadian Minister of Finance's Economic Advisory Council that was formed during the economic crisis in 2008 and is on the Board of Directors for TMX Group. Mr. Gosbee is a former board member of Chrysler Group LLC in Detroit, where he served on behalf of both the Canadian federal and provincial (Ontario) governments to oversee their collective investment in the company.


In 2009, Mr. Gosbee was honoured as one of 200 Young Global Leaders by the World Economic Forum for his professional accomplishments and community commitments. He has received the Haskayne School of Business’ Distinguished Alumni Award, and was awarded Entrepreneur of the Year for the Prairie Region by Ernst and Young. Mr. Gosbee has been awarded the Queen’s Diamond Jubilee Medal by the Premier of Alberta, a symbol and recognition of ongoing service, excellence and community involvement. Mr. Gosbee is an Honorary Lieutenant Colonel of the Calgary Highlanders Infantry Unit of the 41st Canadian Brigade Group.


Mr. Gosbee holds a Bachelor of Commerce degree from the University of Calgary where he specialized in finance and petroleum land management. Outside of business, Mr. Gosbee is active on community boards and charity initiatives. He is Chairman of the School of Public Policy at the University of Calgary, Past Chairman of the Board for the Alberta College of Art and Design, Director of the Libin Cardiovascular Institute of Alberta, and past board member for the Edge School and Sandy Cross Conservation Foundation.
 


Matt Colucci

Managing Director, Investment Banking

Oilfield Services

Mr. Colucci has close to 10 years’ experience working as an Investment Banker with both North American and European Investment Banks. Prior to joining AltaCorp, Mr. Colucci held positions over a period of seven years at Westwind Partners, Thomas Weisel Partners and Stifel Nicolaus in Calgary and London, UK. During this time he focused on coverage of the North American and international oil and gas sectors as well as the oilfield services sector. Prior thereto, Mr. Colucci worked in the Financial Services department at TD Financial Group. Holds a Bachelor of Commerce degree (Finance) from the Haskayne School of Business at the University of Calgary.


Jeffrey Fallows, LLB/MBA, CFA

Managing Director, Investment Banking

Head of Agriculture & Diversified Industries

Mr. Fallows has more than 11 years’ experience working with Canadian and International Agriculture, Consumer and Industrial companies on a wide variety of transactions including equity, M&A and corporate finance advisory. Prior to joining AltaCorp, Mr. Fallows worked at leading independent and bank-owned dealers in Canada and the U.S. Mr. Fallows has an LLB/MBA from the Richard Ivey School of Business and the UWO Law School and is a CFA Charter holder.


Gurdeep Gill, CFA

Managing Director, Investment Banking

Exploration & Production

Prior to joining AltaCorp, Mr. Gill worked in the Corporate & Investment Banking group for a major chartered bank in Calgary. Prior to that, Mr. Gill was Vice President, Investment Banking at Tristone Capital Inc. from 2003 to 2008, and prior thereto was involved with a Calgary-based hedge fund. Mr. Gill holds a Bachelor of Commerce, Major in Finance (Honours), and a Bachelor of Arts (Honours) from the University of Calgary. He is also a CFA Charterholder.


Jesse Hardage

Associate, Investment Banking

Prior to joining AltaCorp Capital in 2011, Mr. Hardage held positions in both research and investment banking over a period of 2 years at a leading Canadian investment bank. Mr. Hardage holds a Masters of Economics from the University of Hong Kong, and a BA in Economics from the University of Calgary.


Edward Otto

Associate, Investment Banking

Mr. Otto has more than six years capital markets experience working in investment banking and equity research. He has worked on wide variety of transactions including equity, M&A, and corporate finance advisory for the Metals and Mining sector. Prior to joining AltaCorp, Mr. Otto worked at Cormark Securities, initially as an investment banking associate and subsequently as a Metals and Mining Research Analyst. Prior to Cormark, Mr. Otto worked as a mining engineer with several Canadian mining companies; involved in mine plan consulting, long range planning, and in operations. Mr. Otto holds a Bachelor of Science Degree from the University of Alberta and is a CFA level III candidate.


Gregory Smiddy

Associate, Investment Banking

Prior to joining AltaCorp, Mr. Smiddy was an Investment Banking Analyst with Credit Suisse Securities (Canada), where he focused primarily on E&P including the oilsands sector. Prior to that, he worked in the investment banking department of Haywood Securities. Mr. Smiddy holds a Bachelor of Finance Honours Degree from the University of Johannesburg and is currently a CFA level II candidate.


Patrick Stables

Associate, Investment Banking

Prior to joining AltaCorp, Mr. Stables was an Investment Banking Analyst with Thomas Weisel Partners/Stifel Nicolaus, where he focused primarily on E&P and Oilfield Services. Prior to that, he worked in the Private Investment Advice division of TD Waterhouse. Mr. Stables holds a Bachelor of Applied Finance Degree from Mount Royal University and is a CFA level III candidate.


Blake Eshleman

Analyst, Investment Banking

Prior to joining AltaCorp, Mr. Eshleman was a Joint Ventures Summer Student with Daylight Energy Ltd., where he was responsible for managing Contract Operating Agreements, and well fees. Mr. Eshleman holds a Bachelor of Commerce degree (finance) from the Haskayne School of Business at the University of Calgary.


Yi Huang

Analyst, Investment Banking

Prior to joining AltaCorp, Mr. Huang was an intern with Alberta Investment Management Corp (AIMCo), where he was responsible for carrying out various procedures for the AIMCo valuation group as well as implementing different projects for AIMCo Operations. Prior to that, he interned in a leading asset management corporation in Shanghai, China as a research analyst. Mr. Huang holds a Bachelor of Commerce degree (Finance) from the Alberta School of Business at the University of Alberta.