Kosta‘s vast industry experience is most notable in the areas of compliance, due diligence and risk management. Prior to joining Phocion in 2015, he held the position of Senior Advisor at National Bank of Canada where he was responsible for performing compliance reviews of different lines of business and recommended areas for improvement. In addition he implemented a due diligence process for reviewing external managers – both traditional and alternative.
Prior to National Bank, Kosta held a senior management position in a consulting firm, where he performed due diligence on a variety of alternative managers, from emerging managers to large and sophisticated hedge fund managers following complex strategies. Further, he was an integral part of building the compliance department at PSP Investments.
Since 2015, Kosta has been active member of the AIMA Canada Operations and Compliance Committee. Also through AIMA, he participated in a global working group that drafted Guide to Sound Practices for Operational Risk Management for the hedge fund industry. His work has been published in The Finance Professionals’ Post.
Kosta is a member of the Chartered Professional Accountants of Canada and is also a CFA® charter holder. He holds the CIPM® designation, has earned a Bachelor in Commerce and obtained a Graduate Diploma in Accountancy from Concordia University.