Bobby Ahluwalia

Examiner
DISC Type : cs

Managing Partner at Coeuraj Capital

Canada

Overview

Bobby Ahluwalia is the Managing Partner at Coeuraj Capital, a private investment firm focused on creating both financial and societal value. He has specialized expertise in private equity and advisory for family offices, backed by certifications as a Chartered Alternative Investment Analyst (CAIA) and a Certified Sustainable Financial Analyst (CSFA).

His professional activities indicate a strong passion for sustainability and mission-driven business. This is highlighted by his firms investment in and his advisory role with Ecologyst, a B-Corp certified sustainable clothing company, aiming to build North Americas cleanest manufacturing supply chain.

He led Coeuraj Capitals investment into Ecologyst, a company on a mission to create a clean, sustainable clothing supply chain.

Personality Overview

Status Quo Seeker

Process Oriented

Late Adopter

They are thorough and always follow a systematic approach.  Being observant comes to them naturally. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

Impact Investing
Leads a private investment firm that explicitly seeks to create both financial and societal benefits through its ownership of operating businesses.
Sustainable Business
Actively advises and invested in Ecologyst, a B-Corp certified company focused on creating a clean and sustainable manufacturing ecosystem.
Private Equity
His career is centered on private equity, focusing on sourcing, structuring, and managing investments in operating businesses for high-net-worth individuals and family offices.

Media Appearances

Bobby has no verified media appearances

Work History

1-2021
Managing Partner at Coeuraj Capital
7-2023
Advisor at ecologyst
6-2022 - 5-2023
Chief Executive Officer - Consulting Group at Coeuraj
8-2019 - 12-2021
Advisor & Chief Commercial Officer at Mera Cannabis Corp.
12-2020
Managing Partner at FIFTYFIVE Capital Inc.

Education

2022 - 2022
Certified Sustainable Financial Analysts (CSFA) from Sustainable Finance Institute
2008 - 2008
Chartered Alternative Investment Analyst (CAIA) from CAIA Association

More Information

Social Presence :

Prographics :

Exp : 6 Location : Canada Job Level : N/A Designation : Managing Partner at Coeuraj Capital
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Insights For Selling To Bobby

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Be firm in your communication and stay in control

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bobby is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Bobby

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Bobby move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Bobby take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Bobby

Personality Compatibility


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