About Caldoun Capital Inc.

Anthony leads Caldoun Capital's research and diligence function, overseeing the evaluation of private market opportunities presented to our clients. His work anchors the firm's disciplined approach to selectivity — reviewing hundreds of prospective transactions each year and advancing only those that meet our internal standard.

With more than three decades of experience across equity research, capital markets and private company advisory, Anthony has guided institutional and private clients through market cycles spanning the dot-com era, the 2008 financial crisis, and the modern rise of private capital. He is known among colleagues and clients for a measured, evidence-led perspective.

Anthony holds advanced qualifications in financial analysis and is a longstanding member of Canada's professional investment community. He works directly with senior clients throughout the diligence and allocation process.

Richard oversees client advisory and portfolio analytics at Caldoun Capital, helping qualified investors structure allocations across private equity, credit, and pre-IPO opportunities. His role bridges the firm's research output with the practical needs of each client relationship.

With a career spanning institutional asset management, corporate advisory and private wealth, Richard brings a disciplined, client-first approach to portfolio construction and risk assessment. He has advised families, entrepreneurs and institutions on long-term capital deployment across North American and international private markets.

Richard is directly involved in investor onboarding, suitability review and ongoing portfolio reporting. He works closely with Anthony to ensure every client receives consistent, transparent guidance aligned with their stated objectives.

Daniel supports Caldoun Capital's client advisory function, guiding qualified investors through the evaluation, structuring and completion of private market and pre-IPO allocations. His work ensures that every client receives clear, considered guidance from initial enquiry through to settled investment.

With a background spanning wealth management, capital markets and private company advisory, Daniel brings a practical, relationship-first approach to investor engagement. He has worked with clients across Canada and the United States, with particular depth in venture growth and technology coverage.

Daniel is directly involved in client onboarding, opportunity briefings and ongoing portfolio communication. He works closely with Anthony and Richard to uphold the firm's research-led standards and long-term, client-first philosophy.

John James advises Caldoun Capital's clients on private market and pre-IPO allocations, drawing on a career spent across capital markets, corporate finance and private company advisory. His focus is ensuring each client's allocation decisions are grounded in rigorous analysis and a clear understanding of the risks involved.

Over more than two decades in financial services, John James has worked with private clients, family offices and institutions across Canada and international markets, guiding long-term capital deployment through changing market conditions. He is recognised for a measured, transparent approach to client advisory.

John James is involved in client onboarding, opportunity briefings and ongoing portfolio communication. He works closely with Anthony, Richard and Daniel to uphold the firm's research-led standards and long-term, client-first philosophy.