About

Belzberg & Co is an investment platform for individuals and families. Using our flexible capital pool, deep network and data-centered approach, we seek opportunities that offer value, downside protection, and risk adjusted returns. We prioritize excellence, creativity, integrity and kindness and seek to partner with like-minded organizations.

Everberg Capital is a private capital investment firm focused on providing creative capital solutions to the U.S. middle market. Investments may take the form of senior debt, mezzanine or subordinated notes, preferred equity, or enhanced unitranche debt.

Balfour Pacific is a Vancouver-based private equity real estate firm that focuses on value-added and core-plus investments in the United States, investing on behalf of institutions and high net worth investors.

Belzberg & Co deploys capital on a direct basis across multiple asset classes and verticals.

Belzberg & Co. creates and manages tailored liquid portfolios and strategies, and also deploys capital into several alternative fund managers in a variety of verticals.

Brown Field Municipal Airport

San Diego Airpark under development

Meet the Team

Strauss Zelnick
Strauss Zelnick

Chairman

Strauss Zelnick
Strauss Zelnick
Chairman

Mr. Zelnick is Founder and Managing Partner of ZMC and serves as Chief Executive Officer and Chairman of the Board of Directors of Take-Two Interactive Software, Inc. In addition, he recently served as Interim Chairman of The CBS Corp. Board of Directors.
Prior to forming ZMC, Mr. Zelnick was President and Chief Executive Officer of BMG Entertainment, at that time one of the world’s largest music and entertainment companies with more than 200 record labels and operations in 54 countries. Before joining BMG Entertainment, Mr. Zelnick was President and Chief Executive Officer of Crystal Dynamics, a producer and distributor of interactive entertainment software.

Prior to that, he spent four years as President and Chief Operating Officer of 20th Century Fox, where he managed all aspects of Fox Inc.’s worldwide motion picture production and distribution business. Previously, Mr. Zelnick spent three years at Vestron Inc., two as the company’s President and Chief Operating Officer. Mr. Zelnick also served as Vice President of International Television Sales at Columbia Pictures.

Mr. Zelnick holds a BA from Wesleyan University, as well as an MBA from Harvard Business School and a JD from Harvard Law School. He is the author of “Success: A Concise Guide to Having the Life You Want” and “Becoming Ageless”.

Jason van Itallie
Jason van Itallie

Managing Director

Jason van Itallie
Jason van Itallie
Managing Director

Jason van Itallie is responsible for originating and structuring investments, managing portfolio assets and business development. Prior to joining Belzberg & Co., Mr. van Itallie spent 17 years as an investment banker at Barclays and Lehman Brothers. During his banking career, he served as co-head of the Private Placements and TMT Equity Capital Markets businesses and executed over $40bn of equity and equity-linked financing transactions across the public and private markets.

Mr. van Itallie holds a Bachelor of Arts in Economics from Wesleyan University.

Managing Director of Belzberg Capital LLC. Member FINRA/SIPC. Belzberg & Co. and Belzberg Capital LLC are affiliated entities.

Chris Theodoridis
Chris Theodoridis

General Counsel & Chief Compliance Officer

Chris Theodoridis
Chris Theodoridis
General Counsel & Chief Compliance Officer

Mr. Theodoridis joined the team in 2021 where he is actively engaged in legal and regulatory matters, portfolio management, investor relations, investment diligence, corporate responsibility, and business operations. Prior to joining, he was at Proskauer Rose, where he had substantial experience representing a variety of clients in corporate and municipal restructurings, including public and private companies, secured and unsecured creditors, statutory and ad hoc committees, equity holders, and board members.

Mr. Theodoridis earned a BS/MS in Electrical and Computer Engineering from Georgia Tech. He has also earned a J.D. from Harvard Law School as well as a Masters in Financial Economics from the University of Oxford. During law school, he worked for the Committee on Capital Markets Regulation and the Congressional Oversight Panel, and was also named a Next Generation Athens Fellow. Mr. Theodoridis is a CFA charterholder.

Principal of Belzberg Capital LLC. Member FINRA/SIPC. Belzberg & Co. and Belzberg Capital LLC are affiliated entities.

James Bohannon

Senior Vice President

James Bohannon
Senior Vice President

James Bohannon joined Belzberg in May of 2023 and has spent his career in financial services focused on building and scaling alternative asset management businesses.

Prior to joining Belzberg & Co., James served as vice president and co-head of capital formation for Rose Park Advisors, a venture capital and growth equity firm founded by Dr. Clayton Christensen. Prior to Rose Park, James was head of capital formation for their portfolio company, CircleUp which invested in early-stage consumer products businesses. Previous to CircleUp, James spent five years at a placement agent and advisory firm called the Maeson Group which raised institutional capital for alternative investment managers.

James started his career in equity sales and trading at Merlin Securities (Acquired by Wells Fargo). He also cofounded and sold a footwear and apparel business called Del Toro Shoes. James holds a Bachelor of Arts in Economics from Trinity College.

Neill Piennar
Neill Pienaar

Vice President of Finance

Neill Piennar
Neill Pienaar
Vice President of Finance

Mr. Pienaar oversees financial reporting, tax compliance and planning, and day-to-day financial management at Belzberg & Co. and the affiliates. Prior to joining the firm, Mr. Pienaar spent 15 years working in both public and private practice for international firms in Vancouver, B.C., Cape Town and Johannesburg in South Africa as well as in London, United Kingdom.

Mr. Pienaar holds a Bachelor of Accounting degree from University of Stellenbosch in South Africa and a Postgraduate Diploma in Accounting from University of Cape Town. He is a Chartered Professional Accountant and has completed all three levels of the CFA exams.

Billy Raiford

Investment Associate

Billy Raiford
Investment Associate

Billy Raiford is responsible for helping underwrite new investment opportunities, execute transactions and manage portfolio assets. Prior to joining Belzberg & Co, Mr. Raiford served as a Summer Associate for ZMC (Zelnick Media Capital) and as a Corporate Development Summer Associate for Take Two Interactive Software, a leading video game developer and publisher.

Mr. Raiford holds a Bachelor of Arts in Government from Wesleyan University.

Alex Katchadurian
Alex Katchadurian

Investment Associate

Alex Katchadurian
Alex Katchadurian
Investment Associate

Alex Katchadurian is responsible for helping underwrite new investment opportunities, execute transactions and manage portfolio assets. Prior to joining Belzberg & Co, Mr. Katchadurian served as an Analyst at Hildene Capital Management, a distressed structured credit hedge fund, and as a Corporate Development Summer Associate for Take Two Interactive Software, a leading video game developer and publisher.

Mr. Katchadurian holds a Bachelor of Arts in Economics from Amherst College.

Nathan Song

Analyst

Nathan Song
Analyst

Nathan Song is responsible for helping underwrite new investment opportunities, execute transactions and manage portfolio assets. Prior to joining the team full-time, Mr. Song served as an Intern at Belzberg & Co and at LuminArx Capital Management, an alternative investment manager focused on Special Situations investing.

Mr. Song holds a Bachelor of Arts in Statistics from Williams College.

Dara Di Rocco

Analyst

Dara Di Rocco
Analyst

Dara Di Rocco is a part of the Investor Relations team for in-house private equity funds, relationship manager with family clients, leveraging the relationships and trust she has built with them to serve as a key layer of security and help them navigate their daily financial needs. Additionally, Ms. Di Rocco handles all firm administration as the office manager.

Prior to joining the NY office, she supported the accounting team by executing back-office processes and investor communications. Prior to joining Belzberg & Co., Ms. Di Rocco gained administrative experience working at the Alberni Valley Chamber of Commerce, as well as being part of the business operations for a start-up apparel company.

Ms. Di Rocco holds a Bachelor of Business Administration degree with a concentration in marketing from Capilano University.

Select Portfolio Assets

Belzberg & Co. invests on a direct basis in operating businesses across multiple sectors and in real estate. While our mandate is flexible, we emphasize opportunities with identifiable cash flows and tangible assets.

Sponsored Funds

Sponsored Funds

Contact

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