behind the scenes at beyond
Adam J. Batstone
As an Entrepreneur with a principal focus in Finance, Adam brings nearly 20 years of progressive professional experience in the areas of Wealth and Investment Management.
For the 3 years prior to launching Two Sevens Capital, Adam was a Managing Partner and member of the Executive Team of a Private Equity Real Estate Investment Trust, that had aggregate portfolio assets in excess of $3.5B CAD. Specifically, Adam oversaw the day-to-day affairs of the client business (Exempt Market Dealer) as the firm’s Ultimate Designated Person, which was directly responsible for private client assets of $1.5B CAD.
For the decade prior, Adam managed the day-to-day financial matters of High & Ultra High Net Worth Canadians as a Wealth Advisor with one of Canada’s largest bank-owned investment dealers. In that capacity Adam was eventually recognized by his peers as one of the Top 50 Wealth Advisors in Canada in 2015.
Early in his career, Adam spent time as an Advisor with one of Canada’s largest insurance companies, and as an Associate with a global Fund Manager.
Adam has earned the professional designation of Chartered Investment Manager (CIM), and in that capacity is registerable as discretionary Portfolio Manager in all provincial jurisdictions. Adam pursued an Honours B.Sc at the University of Western Ontario.
Adam lives in Oakville, ON with his wife and two kids where he plays hockey and golf in his spare time.