Sandra Taube Godard
Toronto,Canada
Summary
Versatile Managing Director with proven ability to work with both investors and companies to source aligned capital partnerships for the long term. Proven leader with significant background in investment, corporate, commercial and wealth banking.
Overview
44
44
years of professional experience
Work History
Managing Director, Investment Strategy, Canada
Unison
08.2023 - Current
- Relationship manage and grow the private capital institutional investor base
- Unison provides a unique opportunity for institutional investors direct exposure to the equity in owner-occupied residential rea estate for the first time
- A recent development saw Carlyle join Canadian Pensions HOOPP and OPTrust to provide Unison balance sheet to continue to scale its operations
Business Advisory Board and IRC
SLC Asset Management
05.2020 - Current
- Member of the SLC Business Advisory Board and the SLC Investment Review Committee (IRC)
- SLC Management is the brand name for the institutional asset management business of Sun Life Financial
- SLC manages both the General Account for Sun life and the assets of third party pensions and insurance companies
- The IRC ensures that SLC does not create any conflicts of interest in the allocation process
- The Business Advisory Board meets quarterly to discuss innovative ideas, trends and strategic solutions for the SLC institutional client base
Managing Director, Private Capital
BMO Bank of Montreal
08.2021 - 07.2023
- Founding member of the North American Private Capital initiative
- Mandate to cover private capital investors seeking unique investment opportunities with non-sponsor run companies
- Collaborated with the global investment, corporate, commercial and wealth banks to identify best in class family and founder influenced entities within the BMO network seeking aligned balance sheet partners
Managing Director, Private Capital
Clariti Strategic Advisors
10.2019 - 07.2021
- Clariti is a strategic and investment banking advisory firm
- Ann independent allowed for objective, unbiased and conflict free advice and the ability to work with early stage, smaller and differentiated oppourtunities
- Ran the Private Capital initiative
- Chief Compliance Officer
Managing Director, Investment Banking, Alternative Capital Solutions
UBS Securities
01.2018 - 06.2019
- Created effective partnerships and collaboration across the breadth of the UBS global investment and private bank to originate bespoke opportunities for long-time horizon pools of capital including public and corporate pensions, sovereign wealth funds, alternative asset managers, insurance companies seeking to provide partner balance sheet to best in class family controlled or influenced operating companies
- Strategic relationship management of key complex clients in every province in Canada with accountability to deliver incremental profit
Managing Director and Senior Relationship Manager, Global Institutional Capital Group; Co-Head of Wells Fargo Securities Canada; Principal Regulatory Officer of Wells Fargo Securities Canada
Wells Fargo Securities
01.2013 - 01.2018
- Responsible for partnering across the global Wells Fargo wholesale banking platform to originate investment opportunities for top tier institutional Long Time Horizon Investor clients consisting of Canadian and global public pension plans, SWFs, Canadian insurers, alternative asset managers and family offices seeking to find bespoke opportunities to invest in non-sponsor run companies.
- Originated, strictured and managed capital solutions for these family and founder controlled operating companies executed in global collaboration with the Wells Fargo commercial, corporate and wealth management teams
- Managed Canadian markets staff across fixed income and equities inclusive of derivatives. Principal Regulatory Officer for Wells Fargo Securities.
- Member of Operating Committee, Wells Fargo Canada (20 business lines)
- Interim CFO (2018), Wells Fargo Securities Canada
- Member of Board, Wells Fargo Securities Canada
Managing Director, Senior Relationship Management, Canada; Principal Regulatory Officer Barclays Bank Canada and Barclays Capital Canada
Barclays Capital Canada
01.2007 - 01.2013
- Founding employee in Canada for Barclays Capital Canada, responsible for launch of Schedule III Bank in 2007 and integration of Lehman Canada IIROC member into Barclays Canada in 2008
- Interim CFO for Barclays Capital Canada during integration of Lehman Canada
- Accountable for Barclays global relationships with Canadian clients in all provinces in the public and corporate pension, asset management, insurance, bank, near-bank and sovereign sectors across all global asset classes
- Member of Board and Canadian Operating Committee, Barclays Capital Canada
Managing Director, Head of Derivative Sales, Structuring and Cash Fixed Income Sales
HSBC Canada
01.2002 - 01.2007
- Producing manager of a team of twenty fixed income salespeople and across asset class derivatives structurers in Canada
- Member of HSBC Canada Operating Committee across all business lines in country
- Accountable relationship manager for Canadian public pension, asset management, hedge fund, insurance, bank and near bank sectors across all fixed income and derivatives asset classes
- Worked with HSBC Canada commercial and private bank to originate private capital investment opportunities with family and founder led companies
Managing Director, Head of Canada
Gen Reinsurance Securities Canada
01.1997 - 01.2002
- Responsible for management of Canadian operation including sales, structuring and trading
- Producing manager for global cross asset class derivatives, reinsurance and structured solutions
- Relationship lead for key clients with personal focus on pension, bank, asset management and insurance
- Transitioned Gen Re Securities through 1998 acquisition by Berkshire Hathaway Inc
Senior Vice-President Derivative and Structured Solution Sales
Scotia Capital Markets Canada
01.1987 - 01.1997
- Derivatives and customized solutions salesperson across three successive national client bases: corporate, sovereign and pension/insurance
- Latter launched career in covering the alternative capital sector
AVP Corporate Banking
Scotiabank
01.1985 - 01.1987
AVP Corporate Banking
Bank of Montreal
01.1983 - 01.1985
Audit Staff
KPMG
01.1981 - 01.1983
Education
Chartered Accountant -
Canadian Institute of Chartered Accountants
01.1983
Honours Bachelor Business Administration -
Wilfrid Laurier University
01.1981
Skills
- 3 decades in financial services in Canada
- Majority of time as trusted strategic boots on the ground for global players
- Regulatory head of local entities
- Solutions oriented results achieving
- Senior level relationship manager
- Collaborative partner expert mentor
- Deep experience matching investors with private capital to exceptional companies seeking balance sheet partners
- Working knowledge of French and fluent in Latvian
- Dual Citizen: Canada and EU (Latvia)
Volunteer Experience
- Right to Play, Director, Canadian Advisory Board, 01/01/16 to present
Languages
English
Native or Bilingual
French
Professional Working
Latvian
Native or Bilingual
Timeline
Managing Director, Investment Strategy, Canada
Unison
08.2023 - Current
Managing Director, Private Capital
BMO Bank of Montreal
08.2021 - 07.2023
Business Advisory Board and IRC
SLC Asset Management
05.2020 - Current
Managing Director, Private Capital
Clariti Strategic Advisors
10.2019 - 07.2021
Managing Director, Investment Banking, Alternative Capital Solutions
UBS Securities
01.2018 - 06.2019
Managing Director and Senior Relationship Manager, Global Institutional Capital Group; Co-Head of Wells Fargo Securities Canada; Principal Regulatory Officer of Wells Fargo Securities Canada
Wells Fargo Securities
01.2013 - 01.2018
Managing Director, Senior Relationship Management, Canada; Principal Regulatory Officer Barclays Bank Canada and Barclays Capital Canada
Barclays Capital Canada
01.2007 - 01.2013
Managing Director, Head of Derivative Sales, Structuring and Cash Fixed Income Sales
HSBC Canada
01.2002 - 01.2007
Managing Director, Head of Canada
Gen Reinsurance Securities Canada
01.1997 - 01.2002
Senior Vice-President Derivative and Structured Solution Sales
Scotia Capital Markets Canada
01.1987 - 01.1997
AVP Corporate Banking
Scotiabank
01.1985 - 01.1987
AVP Corporate Banking
Bank of Montreal
01.1983 - 01.1985
Audit Staff
KPMG
01.1981 - 01.1983
Honours Bachelor Business Administration -
Wilfrid Laurier University
Chartered Accountant -
Canadian Institute of Chartered Accountants
Similar Profiles
William StevensonWilliam Stevenson
Unison Work Experience at UnisonUnison Work Experience at Unison
Thanh Thuong MoriguchiThanh Thuong Moriguchi
Executive Assistant / Office Manager at UnisonExecutive Assistant / Office Manager at Unison
EMILY NATIONSEMILY NATIONS
Mortgage Loan Officer NMLS # 2610010 at UnisonMortgage Loan Officer NMLS # 2610010 at Unison