Sapan Sheth, CFA
Assistant Portfolio Manager, Infrastructure Debt at Fiera Capital- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Peter Osborne
Sapan has been a tremendous asset to the success of Fiera's public infrastructure debt strategy. He has extensive knowledge of public project finance and has applied that experience to assessing relative risk and improving the risk allocation in portfolios. His work developing an ESG risk assessment suited to the unique attributes of infrastructure financings has provided new insights into investment decisions. Sapan has proven to be adept at applying his analytical skills to making insightful investment decisions. He has done so while working on a team of investment professionals and shown his ability to collaborate and contribute to the mutual success of all.
Travis Shaw
Sapan is a strong team player with a firm understanding of fundamental credit analysis, and an ability to work across groups while meeting tight deadlines. I worked closely with Sapan on the development of a new rating methodology and assignment of new ratings and he was a great asset to the project.
Peter Osborne
Sapan has been a tremendous asset to the success of Fiera's public infrastructure debt strategy. He has extensive knowledge of public project finance and has applied that experience to assessing relative risk and improving the risk allocation in portfolios. His work developing an ESG risk assessment suited to the unique attributes of infrastructure financings has provided new insights into investment decisions. Sapan has proven to be adept at applying his analytical skills to making insightful investment decisions. He has done so while working on a team of investment professionals and shown his ability to collaborate and contribute to the mutual success of all.
Travis Shaw
Sapan is a strong team player with a firm understanding of fundamental credit analysis, and an ability to work across groups while meeting tight deadlines. I worked closely with Sapan on the development of a new rating methodology and assignment of new ratings and he was a great asset to the project.
Peter Osborne
Sapan has been a tremendous asset to the success of Fiera's public infrastructure debt strategy. He has extensive knowledge of public project finance and has applied that experience to assessing relative risk and improving the risk allocation in portfolios. His work developing an ESG risk assessment suited to the unique attributes of infrastructure financings has provided new insights into investment decisions. Sapan has proven to be adept at applying his analytical skills to making insightful investment decisions. He has done so while working on a team of investment professionals and shown his ability to collaborate and contribute to the mutual success of all.
Travis Shaw
Sapan is a strong team player with a firm understanding of fundamental credit analysis, and an ability to work across groups while meeting tight deadlines. I worked closely with Sapan on the development of a new rating methodology and assignment of new ratings and he was a great asset to the project.
Peter Osborne
Sapan has been a tremendous asset to the success of Fiera's public infrastructure debt strategy. He has extensive knowledge of public project finance and has applied that experience to assessing relative risk and improving the risk allocation in portfolios. His work developing an ESG risk assessment suited to the unique attributes of infrastructure financings has provided new insights into investment decisions. Sapan has proven to be adept at applying his analytical skills to making insightful investment decisions. He has done so while working on a team of investment professionals and shown his ability to collaborate and contribute to the mutual success of all.
Travis Shaw
Sapan is a strong team player with a firm understanding of fundamental credit analysis, and an ability to work across groups while meeting tight deadlines. I worked closely with Sapan on the development of a new rating methodology and assignment of new ratings and he was a great asset to the project.
Credentials
-
Chartered Financial Analyst (CFA) charterholder
CFA InstituteApr, 2013- Nov, 2024 -
Advising Representative (Portfolio Manager)
Canadian Securities Administrators (CSA) - Autorités canadiennes en valeurs mobilières (ACVM) -
Dealing Representative (Exempt Market Dealer)
Canadian Securities Administrators (CSA) - Autorités canadiennes en valeurs mobilières (ACVM) -
NSE Certified Market Professional
National Stock Exchange of India Limited
Experience
-
Fiera Capital
-
Canada
-
Financial Services
-
400 - 500 Employee
-
Assistant Portfolio Manager, Infrastructure Debt
-
Feb 2021 - Present
-
-
-
DBRS Morningstar
-
Canada
-
Financial Services
-
500 - 600 Employee
-
Vice President
-
Mar 2017 - Feb 2021
-
-
-
BDC
-
Canada
-
Banking
-
700 & Above Employee
-
Growth & Transition Capital (Special projects)
-
Aug 2016 - Mar 2017
-
-
-
Adani Group
-
Utilities
-
700 & Above Employee
-
Senior Manager - Infrastructure & Project Finance
-
Jan 2014 - Aug 2016
-
-
Manager - Infrastructure & Project Finance
-
Sep 2011 - Dec 2013
-
-
-
J.P. Morgan
-
United States
-
Financial Services
-
700 & Above Employee
-
Investment Banking Analyst
-
Sep 2010 - Sep 2011
-
-
-
CareEdge Group
-
India
-
Financial Services
-
700 & Above Employee
-
Deputy Manager - Corporate Credit Ratings
-
Apr 2010 - Sep 2010
-
-
Analyst - Corporate Credit Ratings
-
Apr 2009 - Mar 2010
-
-
Education
-
Institute of Management, Nirma University
Master of Business Administration (MBA) -
Gujarat University
Bachelor of Business Administration (BBA)