Joseph Bakish

Senior Wealth Advisor, Portfolio Manager

Manulife Wealth Inc.

Joseph Bakish is a Senior Wealth Advisor, Portfolio Manager at Manulife Wealth Inc. with over 20 years of experience in the field. Named Canada’s Top Under 40 Investment Advisors in 2020 by the Investment Industry Association of Canada (IIAC), Joseph Bakish has built his career by putting the best interests of his clients at the forefront of his objectives.  

Joseph recently joined Manulife Wealth to help expand their universe of alternative assets available for sale and to encourage the use and access of their capital markets team for retail investors. His experience at his previous firm, marked by an early adoption of alternative investments in portfolio construction,enables him to provide insight to the MW investment committee.

Bakish Wealth primarily deals with researchers and physicians as highlighted by the recent partnershipwith Heritage MD, a specialized advisory firm co-created with physician leadership to help physicians with their financial planning and asset allocation.

Rodrigo Gordillo

President

ReSolve Asset Management

Rodrigo is President of ReSolve Global* as well as Co-Founder and portfolio manager of the Return Stacked® ETF suite. Rodrigo brings nearly two decades of investment industry experience, specializing in developing innovative and diversified systematic investment strategies to a global clientele.

His expertise has been focused on the advancement of Return Stacking, All-Terrain portfolio construction, Managed Futures, and Systematic Global Macro strategies. Rodrigo has made significant contributions to the investment community through a series of insightful whitepapers, the book Adaptive Asset Allocation, the ReSolve Riffs Investment Podcast and The Get Stacked Investment Podcast.

Rodrigo’s investment philosophy and approach are shaped by a journey that underscores the importance of resilience, adaptability, and a global perspective in mastering the complexities of dynamic markets.

Craig Machel

Portfolio Manager, Investment Advisor

Richardson Wealth

Craig encourages his clients to think differently about investing in order to ensure a positive impact in his clients’ financial circumstances.  He works beyond traditional portfolio management in the equity and bond markets alone and which includes alternative assets, offering more effective diversification and a benchmark that offers protection and peace of mind regardless of market conditions.  Craig is a frequent commentator on wealth management practices for various media outlets, and a panelist and speaker at industry events.

Allan Seychuk

Vice President & Senior Investment Director, Alternatives

Mackenzie Investments

Allan Seychuk is Vice President and Senior Investment Director and leads Mackenzie’s AlternativesTeam. In this role, Allan is responsible for product strategy and investment communications for Mackenzie’s suite of Alternative Products. Prior to the launch Mackenzie’s Alts business in 2019, Allan was the Senior Investment Director responsible for Mackenzie’s Multi-Asset Solutions.

Allan joined Mackenzie in June 2015 from Mercer Global Investments, Mercer’s multi-asset, multi-manager outsourced investments business, where Allan was the Head of Client Service for Mercer’s Institutional clients across Canada.

Prior to Mercer, Allan spent seven years with Phillips, Hager & North Investment Management, where he was an Institutional Client Portfolio Manager and was responsible for macroeconomic research, asset allocation and investment strategy. Allan began his investment career as an Economist with RBC, where he conducted research and gave presentations on global macro and financial market developments.

Allan has undergraduate and graduate degrees in Economics from Queen’s University and the University of Toronto respectively, and is a CFA Charterholder.

Mark Shore

Director and Economist

CME Group

Dr. Mark Shore, Director, and Economist at the CME Group. He is responsible for generating economic analysis on global financial markets by identifying emerging trends, evaluating economic factors, and forecasting their potential impact on CME Group’s various asset classes. He is a well-known alternative investment expert with over 30 years of experience in capital markets. He is also an adjunct professor at DePaul University.

Previous positions include full-time finance faculty and executive director of the Arditti Center for Risk Management at DePaul University, director of Coquest Institute at Coquest Advisors, head of risk at Octane Research, and chief operating officer of VK Capital, a wholly owned Morgan Stanley commodity trading advisor (CTA) business unit.

He conducts educational workshops, webinars, and is frequently invited to speak at industry and academic conferences. Mark has contributed research to several global organizations on volatility, macroeconomics, commodities, asset allocation, due diligence, and alternative investments.

Mark received his Doctorate in Business Administration (DBA) from DePaul University with his dissertation topic related to alternative investments. He received his MBA from the University of Chicago

Scott Starratt

Senior Portfolio Manager

Canaccord Genuity Wealth Management

Scott Starratt is a CERTIFIED FINANCIAL PLANNER (CFP®), Chartered Investment Manager (CIM), and Family Enterprise Advisor (FEA). He earned his Bachelor of Commerce from the University of Alberta in 1993, majoring in Finance, Game Theory, and Chemistry, and brings more than 30 years of experience in the financial services industry.

As Senior Portfolio Manager, Scott leads the investment team with a total-portfolio perspective, overseeing portfolio construction, manager selection, and rigorous due diligence across both traditional and alternative investment strategies. He is deeply involved in evaluating private, hedged, and non-correlated investments, with a focus on downside risk management, capital preservation, and improving portfolio resilience across market cycles.

Scott takes a hands-on approach to manager research, regularly engaging directly with investment teams to assess not only performance and process, but also risk controls, alignment of interests, and decision-making under pressure.

In addition, Scott is frequently featured in Wealth Professional and is a regular speaker and panel moderator at industry events, where he shares practical, experience-driven perspectives on alternative portfolio construction, risk management, and long-term investing.