We Are Event-Driven, Long-Term
Investors In Public Companies
Prior to launching Coast, James was the Principal and CIO at White Eagle (2007-2016), the predecessor fund to Coast Capital. At White Eagle, James ran an event-driven, activist, and hedged equities portfolio. That fund out-performed peers and relevant indices by >37% over the life of the fund. James also led 5 co-investments from 2011 to 2016 at White Eagle.
From 2004-2007, James was an MD and Head of International investing at JANA Partners. International investments at JANA made a large contribution to overall returns during his tenure. Prior to Jana, James was a Portfolio Manager at Claiborne Capital (2001-2004) where he managed a European Value and Event Portfolio. James began his career at Sierra Global Management in 1997 where he was an MD and the first analyst at the firm. While at Sierra, James learned the disciplines of investing in leading companies in growing and profitable industries.
James is a graduate of the University of British Columbia with a Bachelor of Science in Genetics and Commerce. He was a Govt of Italy Scholar, BC Walter D. Frith, J. Fed Muir Scholar, and Governor General’s medal award winner. James is fluent in English, French, Italian, Spanish, and Persian. James lives his ESG passion as a NY Board Member of Human Rights Watch and Pachamama Alliance.
Chad has fifteen years of global private and public equity investment experience and has held board memberships of several major companies in the resources, logistics, real estate, and consumer goods industries.
Prior to joining Coast, Chad was a Senior Principal of a $70 billion Abu Dhabi sovereign wealth fund (now part of Mubadala) and Portfolio Manager of a $13 billion private and public equity investments. Chad began his investment career at a boutique private equity firm based in Dubai and as a Corporate Development Analyst for AIG, based in the United States.
Chad’s prior board memberships include;
Compañía Española de Petróleos S.A.U. (CEPSA), a multibillion dollar Spain-based integrated energy company
Nova Chemicals, a multibillion dollar leading producer of plastics and chemicals
XOJET, a world-class private jet solutions company
Palm Hills Developments, a leading Egyptian publicly listed real estate developer
Hakkasan Group, an entertainment, dining, nightlife, and hospitality company with establishments across the U.S., Europe, Africa, and Asia
Chad holds an MBA from Columbia Business School as a selected member of the Value Investing Program, and a Bachelor of Science in Finance and Economics from Iowa State University. Chad is also Chartered Financial Analyst (CFA).