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Learn More About our Sustainable Finance Group

Featured Conferences

Nov16

Virtual

Energy Transition: Series - Transition in Refining with Valero Energy

Nov18

Virtual

ESG Webinar Series: Part 5: Corporate Credit Ratings and Analysis

Details

Nov19

Virtual

Energy Transition Series: The Roles of Grids in Delivering Net Zero

Details

Participation in these events are by invitation only. Please contact your RBC Capital Markets representative for additional details.


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Lindsay Patrick is Managing Director and Head of the Sustainable Finance Group at RBC Capital Markets. She spearheads the provision of solutions and advice for RBC's institutional and corporate clients across all areas of sustainable finance, incorporating both environmental and social perspectives. Lindsay has more than 15 years of global investment banking experience spanning trading floors across North America, Europe, Australia and Asia.

As part of the Sustainable Finance Group, Sarah works closely with the growing number of corporate and institutional clients globally who view Environmental, Social and Governance (ESG) factors as important considerations in their corporate strategy and investment decision-making process.

Sarah joined RBC in 2011 as the bank’s first Green IT Manager. In 2013, she moved to RBC’s Corporate Sustainability Team to oversee enterprise-wide operational footprint reduction initiatives, produce ESG disclosure and support business units with the development of sustainable financial products and services. In addition, Sarah partnered with RBC’s Corporate Treasury Group to establish RBC’s Green Bond Program. The bank issued its inaugural Green Bond in April 2019 following the publication of its Green Bond Framework outlining the process for Green Bond issuance and reporting.

Sarah represents RBC Capital Markets on the Advisory Council of the Green and Social Bond Principles Executive Committee and is Vice Chair of the CSA Group Green & Transition Finance Technical Committee.

Sarah is based in Toronto, Canada. She holds a Bachelor of Commerce in Economics from McGill University and an MBA in Sustainability from York University’s Schulich School of Business.

As part of the Sustainable Finance Group within RBC Capital Markets, Nicola helps lead the integration of ESG factors into Capital Markets’ core businesses globally by providing advice and developing solutions across all areas of sustainable finance for corporate and institutional clients. Prior to joining RBC Capital Markets, Nicola completed RBC’s Leadership Development Program and previously worked for the Government of Canada. Nicola holds an MBA from the Rotman School of Management, an MA in Public and International Affairs from the University of Ottawa, and a BA in Political Science and Communication Studies from Concordia University.

As part of the Sustainable Finance Group, Lauren is responsible for supporting RBC’s institutional and corporate clients across all areas of Sustainable Finance, and to conduct ESG-related research to progress the Sustainable Finance mandate across the firm. Lauren will support the Sustainable Finance component of deal structuring on transactions across various product groups in Capital Markets.

Lauren joined RBC in 2018, as part of the Leadership Development Program and has completed rotations across Wealth Management in Products & Strategy, the Corporate Client Group in Relationship Management, Corporate Banking covering the Mining Sector, and Macroeconomics & Rates Research within Global Research. Lauren worked in Project Management at McMaster Children’s Hospital from 2013-2015 conducting research, focusing on hospital development, and driving greater patient outcomes.

Lauren completed her MBA with a specialization in Finance at McMaster University with co-op terms completed in banking across Debt Capital Markets, Investment Banking Client Management, and Retail Banking Performance Management. Lauren completed her Bachelor of Health Sciences with a minor in Psychology from Western University.

Sara joined the RBC US Equity Strategy team in 2017 as a Vice President. Prior to joining RBC Capital Markets, she was a member of the Credit Suisse US Equity Strategy team from 2015-2017 and Credit Suisse Small/Mid Cap US Equity Strategy team from 2010-2014. She is a CFA charterholder. Sara graduated from McGill University in 2010 with a Bachelor of Commerce, majoring in Honors in Investment Management.

Shelby is our lead equity analyst on the U.S. power and utility sectors. He joined RBC Capital Markets in May 2011. He has over 25 years of experience on Wall Street and has covered both debt and equity issuers across the energy and power landscape at Moody’s, UBS, Citi, BofA, and Oppenheimer.

Biraj joined our energy research team in 2013 and covers the large cap integrated energy companies. In the latest II Survey he ranked as the #7 analyst in the sector, and was the highest ranked analyst outside of the US. He is also RBC’s Deputy Head of European Research and helps support the wider management team. Prior to joining RBC Capital Markets, Biraj covered the metals &mining sector. Biraj studied mathematics with economics at University College London and is a CFA charterholder.

Robert is an energy infrastructure analyst, primarily covering Canadian pipeline, power and utility companies. He assumed lead coverage of this sector in early 2007, after covering power income trusts for three years. Robert joined RBC Capital Markets in 1998 in investment banking, and joined the energy infrastructure research team in 2003. He is the lead analyst for the pipelines, power and utilities team, which has been consistently top-ranked in the Greenwich and Brendan Wood surveys. Robert is a Managing Director of RBC Capital Markets.

Graeme Pearson joined RBC Capital Markets in 2013 as Head of Research, Europe & APAC. He became Head of European Equities in 2015 and also assumed responsibility as Global Head of Research in 2018. Graeme has over 20 years industry experience and prior to joining RBC was Head of EMEA Equity Research at Nomura International. Before that, he led Lehman Brothers' No. 1-ranked European telecom services team for several years. Graeme began his career at PricewaterhouseCoopers where he became a Chartered Accountant.

André-Philippe Hardy is Head of Canadian & APAC Research at RBC Capital Markets, a premier investment bank that provides a focused set of products and services to corporations, institutional investors and governments around the world. RBC Capital Markets’ Canadian equity research team is consistently top-ranked by institutional investors, as per the Brendan Wood International, Greenwich and Institutional Investor surveys. Prior to becoming Head of Canadian Research in November 2013 (he was appointed Head of APAC Research in November 2019), Andre led RBC Capital Markets’ Canadian financial services Equity Research team for six years, with direct coverage of banks and insurance companies. Throughout his career as an equity analyst, Andre was ranked consistently as a top analyst in his sectors in industry surveys, while his stock-picking success was validated by his StarMine rankings and his work was often quoted in the financial press. His primers on banking and insurance were unique products, which were widely read by investors as well as management teams. Andre joined RBC Capital Markets in 2007 after almost a decade in the equity research departments of Merrill Lynch Canada and TD Securities.

Justin Spitzer manages the research team in the U.S. and oversees its analysts and associates who provide research insights on Equities, Fixed Income, F/X, High Yield, Emerging Markets, and Economics. Mr. Spitzer joined RBC in 2003 and spent several years serving as a Senior Equity Salesperson covering institutional accounts in the New York Metropolitan region before assuming the role of Head of U.S. Corporate Access and Middle Markets, including both the Fixed Income and Equity Joint Ventures between Capital Markets and Wealth Management. In 2018, he was appointed Head of U.S. Research. Mr. Spitzer received a Bachelor of Science in Business from the University of Albany. He began his career at CIBC Oppenheimer & Co and became a CFA Charterholder in 2005.

Michael Hall is Head of European Research and Global Head of Research Product Management. Alongside others in research management, he is responsible for developing and managing RBC’s research product strategy. Michael joined our research department in 2019 following his tenure as Head of RBC’s European Equity Sales. Before joining RBC in 2011, Michael spent 5 years in equity sales at UBS and 7 years as a research analyst with Deutsche Bank. Prior to joining the City, he served as an Officer with the British Army.

 

Jim Wolfe is the Co-Head of US Investment Banking. He joined RBC in June 2008 after spending 15 years at Bear Stearns where he served as Senior Managing Director in the Leveraged Finance Group.

Jim became Co-Head of U.S. Investment Banking in June 2018. He shares responsibility for coverage of banking clients and prospects, including corporate finance industry groups, mergers and acquisitions, equity capital markets, leveraged finance, and loan and high-yield capital markets teams. He also serves on the Global Capital Markets and U.S. Regional Operating Committees and he is a member of the firm’s Commitments Committee.

Over the past 26 years, Jim has completed transactions of all sizes across the full spectrum of industry sectors. In his previous role, Jim was responsible for the firm’s leveraged finance business in the U.S and Europe, leading an experienced team of specialized professionals to help clients raise the capital in connection with corporate acquisitions, leveraged buyouts, recapitalizations, and refinancings.

Jim received a B.S. in Accounting from the University of Southern California and MBA from Wharton. He served on the Board of Trustees at Greens Farms Academy in Westport, CT from 2012-2018 and he and his wife currently serve as chairs of the Parents Executive Committee of Bowdoin College.

Josh Critchley is Head of European Investment Banking at RBC Capital Markets. He is a member of the RBC Capital Markets Operating Committee and the European Operating Committee, and sits on RBC’s European Executive Committee. Mr. Critchley joined RBC Capital Markets in September 2009 to help lead the build-out of our European investment banking and equities platforms within Capital Markets.

Mr. Critchley has 24 years of investment banking experience, most recently at Goldman Sachs from 2004 to 2009 and before that at Merrill Lynch from 1993 to 2004. He has been responsible for the origination and execution of a significant number of transactions in a variety of industries, including for financial, consumer, telecommunication, healthcare and industrial companies.

Mr. Critchley holds a BSc from City University Business School, London.

Sean Miller is a Managing Director and Head of Global Investment Banking, Australia for RBC Capital Markets.  RBC Capital Markets offers our clients full service investment banking capabilities across advisory, equity capital markets, corporate banking, leveraged finance, debt capital markets and equities research, sales and trading.

Sean joined RBC in 2014 to lead its capital structuring advisory business in Australia, where his prime focus was to provide capital structuring advice to RBC’s Global Investment Banking clients and source capital for their varying needs.

Prior to RBC, Sean worked for Macquarie Bank in New York where he was a senior member of its principal credit business that invested in credit across a broad range of industry sectors including infrastructure and utilities, aviation and transport, mining services and industrials. Sean was also a Managing Director within Macquarie’s debt advisory business in New York and Sydney, where he structured and arranged in excess of $15bn of debt commitments over a 5 year period.

Sean holds a Bachelor of Economics degree from Australian National University, Canberra.

Trevor Gardner is Head of Canadian Investment Banking and is a member of the Capital Markets Operating Committee. He has been with RBC since 1998 and was previously Co-Head of Canadian Energy Investment Banking.

Trevor is involved in several community initiatives, including Chair of the Board of Directors for YMCA Calgary and serving as a member of the Dean’s Advisory Council for the Lazaridis School of Business and Economics at Wilfrid Laurier University. 

Trevor graduated with a Bachelor of Business Administration from Wilfrid Laurier University with Honours, and holds the Chartered Financial Analyst designation.

Matthew Stopnik is a Managing Director and Co-Head of U.S. Investment Banking. He joined RBC Capital Markets in January 2015 as the Co-Head of Financial Sponsors. Prior to joining RBC, Matthew spent 20 years at UBS Investment Bank where his most recent role was serving as its U.S. Head of Financial Sponsors.

At RBC, Matthew is responsible for U.S. Investment Banking. He shares responsibility for coverage of banking clients and prospects, including corporate finance industry groups, mergers and acquisitions, equity capital markets, leveraged finance, and loan and high-yield capital markets teams. Matthew is also responsible for managing RBC’s relationships with some of the largest and most active private equity firms in the world. He serves on the firm’s Global Capital Markets and U.S. Regional Operating Committees and he is a member of the firm’s Commitments Committee.

Matthew is Vice Chair and a member of the Board of Trustees of the TEAK Fellowship, a member of the Board of Youth, INC. and a David Rockefeller Fellow of the Partnership for New York City. He received a B.A from the University of Michigan. Matthew and his wife live in New York City with their two children.