Chelsea Carter, CFA

Critic
DISC Type : C

Principal at Bonnefield

Toronto, Ontario, Canada

Overview

Chelsea Carter is a Principal on the Capital Markets team at Bonnefield, Canadas leading farmland investment manager. A Chartered Financial Analyst (CFA) charterholder, she supports the firms investor relations and fundraising activities. Her prior experience includes senior investor relations roles at Fengate Asset Management and DRI Capital.

She recently participated as a panelist at the ALTS x ALTS Conference, discussing emerging opportunities and key themes that are currently shaping the private markets.

Personality Overview

Objective Thinker

Precise

Critic

They don’t appreciate bells and whistles unless backed by data.  They like to take decisions independently and do not seek others' support often. They are quite likely to negotiate on pricing or other key terms.

Topics They Care About

Farmland Investing
As a Principal at Canada's foremost farmland investment manager, she is focused on the growing opportunities within this asset class.
Alternative Investments
Actively engages in the alternatives space, recently speaking on an "Emerging Opportunities" panel at the ALTS x ALTS Conference.
Investor Relations
Her role at Bonnefield involves fundraising and investor relations, supported by her past senior positions in this field at other asset management firms.

Media Appearances

Chelsea has no verified media appearances

Work History

10-2023
Principal at Bonnefield
11-2019 - 9-2023
Senior Associate, Investor Relations at Fengate Asset Management
11-2018 - 11-2019
Director, Investor Relations at DRI Capital
6-2016 - 10-2018
Manager, Equity Hybrids at ScotiaMcLeod
1-2014 - 5-2016
Associate Equity Hybrids, Portfolio Advisory Group at ScotiaMcLeod

Education

2009 - 2013
Bachelor of Science from Trinity College-Hartford

More Information

Social Presence :

Prographics :

Exp : 12 Location : Toronto, Ontario, Canada Job Level : Mid-senior Designation : Principal at Bonnefield
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Insights For Selling To Chelsea

During A Call Or A Meeting

DO's

  • Be formal and objective, they will appreciate it more
  • Be ready for penetrating questions and critical examination of your pitch
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.

DONT's

  • Do not use very emotional or colorful language
  • Don’t rush them till they have clearly gotten all the necessary information
  • Don’t try to give too many examples of other users, they like to make their own decisions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Chelsea is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Chelsea

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Chelsea move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Chelsea take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Chelsea

Personality Compatibility


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