James Burron

Founding Partner

CAASA

James co-founded CAASA in response to industry support for a Canadian alternatives association to serve all aspects including: hedge / alternative strategies; private lending; private real estate; private equity; plus emerging areas where Canada is a leader such as digital assets / blockchain and robo-advisors.

Prior to CAASA, James was the Chief Operating Officer of AIMA Canada where his team of three worked with 12 committees to produce 50-60 events per annum across Canada, organize 100+ committee meetings, and increase member numbers over his 7-year tenure from 66 to 164 corporate entities.

James also has experience in research and writing for the CAIA Association as well as serving on CAIA’s Exam Council and as a grader for the Level II portion of the exam. He also had roles in institutional sales and FoHF structuring in Seoul, South Korea, as a Product Manager at ICICI Wealth Management, and an Investment Advisor at RBC Dominion Securities. He graduated from Simon Fraser University with a BBA (Finance).

Trevor Maunder

President & Chief Executive Officer

Peerage Capital

Trevor is President and Chief Executive Officer at Peerage Capital. With a Commerce degree from Queen’s University, Trevor began his professional career at PriceWaterhouseCoopers as a CPA. There, he focused on transaction support for the telecom and media sectors before moving to MDC Partners Inc. At MDC, Trevor worked in the corporate development group where he led two restructurings, acted as a partner company CFO, oversaw the successful bidding and implementation of the Multi-Print III stamp contract awarded by the United States Postal Service, and assisted with acquisitions and due diligence. As CEO, Trevor oversees development and execution of the broad corporate strategy for Peerage, including the ongoing growth of all operating platforms including real estate services, asset management and self-storage.

Catherine Shiang

Managing Director

Asia Capital Advisor, Ltd

Catherine serves as Managing Director at a single family office, for the past 19 years. In this capacity she has managed the family’s portfolio construction with focus on alternative assets and direct opportunities. Prior to joining the family office Catherine began her career at a global US law firm based in New York. She subsequently served as general counsel to several public and privately held companies and tech start ups in the US and Asia. She founded a US risk management tech company. Catherine also angel invests globally with focus on agriculture, bio tech and suborbital space sectors.

Catherine holds a Bachelor of Arts from the University of California, Berkeley, in political science with minor in biochemistry, and Juris Doctor from Georgetown University Law Center with election to The Tax Lawyer as Associate Editor. Catherine is admitted to the New York State Supreme Court’s Appellate Division, First Department, and U.S. Federal District Court for the Southern District of New York and the State Bar of California.

Dominik v. Eynern

Founding Member

Family Hippocampus

Nancy Bertrand

Former Managing Director Canada – Market Executive

Citi Private Bank, Canada

Nancy Hoi Bertrand is Managing Director and Head of Citi Private Bank, Canada. In this role, she is responsible for the growth of the business in Canada, which serves and advises ultra-high net worth families, foundations and single-family offices on wealth preservation and creation, with a particular focus on alternative and international investments.

Citi Private Bank is dedicated to serving the world’s wealthiest individuals and their families. From 60 locations across 20 countries, the Private Bank offers services to more than 14,000 ultra-high net worth clients from nearly 100 nations. Its Canadian offices are in Toronto, Montreal and Vancouver.

Having originally joined Citi Private Bank in 2006, Nancy has over 25 years of capital markets experience. Prior to Citi, she practiced U.S. securities law at the global law firm AOShearman, specializing in cross-border corporate finance and mergers and acquisitions.

Nancy sits on the board of the Golf Association of Ontario and is Past-President of the Toronto CFA Society and former Chair of its Governance and Nominations Committee. She was a member of the CFA I nstitute’s Capital Markets Policy Committee and a member of CFA lnstitute’s Global Corporate Governance Task Force and received her Chartered Financial Analyst designation in 2002.

Nancy is a graduate in Business Administration (Dean’s List) from the Richard Ivey School of Business at Western University and a Bachelor of Laws (great distinction) from McGill University. She has been called to the bars of the State of New York, the Commonwealth of Massachusetts and the Province of Ontario. She previously sat on the cabinet of the Royal Ontario Museum’s Young Patrons’ Circle, speaks Mandarin, Cantonese and French, is married and mentoring an adult daughter.

Kelly Burke

Co-Founder & Partner

Chamberlain Family Office Advisors

Kelly J. Burke is a Toronto‑based consultant and relationship‑builder known for strengthening the connective tissue of Canada’s family office and private‑capital ecosystem. As a senior leader at Chamberlain Family Office Advisors, Kelly works closely with multi‑generational families, founders, and wealth stewards to align strategy, governance, and long‑term vision. His career spans commercial banking, private equity, and strategic planning—anchored by a disciplined approach to trust, discretion, and operational excellence.

Edward Portet

Vice President, Finance

MAVRIK

Edward joined MAVRIK in 2023 as the Vice President of Finance, overseeing financial matters across all activities of the family office and responsible for adapting key processes.

In his previous role, Edward was the CFO for the Paris-based independent multi-asset investment company Weinberg Capital Partners. Edward was responsible for finance, operations, digitalisation and compliance.

Edward began his career in finance, holding roles within global public corporations. Initially, he worked for Valeo, an automotive supplier at a production site in Mexico, followed by a position at the headquarters of L’Oréal Groupe, a global leader in cosmetics. He then moved on to Groupe Casino, a global retailer, where he was involved in a Post-Merger Integration context. In 2013, Edward joined the private equity group Eurazeo. Over time, he advanced to become the Finance Performance Director, working for both the holding and its portfolio companies across France, Europe, and the USA.

Edward holds a Master’s Degree in Management from the ESSEC Programme Grande Ecole in Paris, France, and has served as a lecturer there for over five years.

Anmol Goel

CEO & Investor

GACS Family Office

Anmol is serial Entrepreneur, LP, Family Office Operator and a Venture Capital expert, with a degree in Mathematics & Economics and a Certification in Innovation from Harvard Business School. He has Invested and scale over 80 startups and 5 funds across the world and with his background being in the world of investment banking & wealth management within the likes of JP Morgan, and Marsh McLennan he is tremendously capable of investing and growing small to big scale projects.

He exited his first company at age 20 and went on to beta test models at Open ai and Gemini before public release and now Anmol’s current startups are doing over $100M Annual recurring revenue and he has facilitated over 9 figures for his startups currently and is building out an over $100M fund out his own pocket backing Indian diaspora founders.

Achievements:

• Operates Family Office with over $1.2Bn in AUM and advising on further $70Bn in assets
• Forbes 30u30 Nominated, in Magazines like Bloomberg, Financial times, UAE times, World Economic Forum etc.
• The NY Weekly 40 Under 40 2025 (Youngest In the cohort)
• Awarded with GRA global recognition award 2024, UK Regional award for Best Newcomer Investment consultancy of the Year 2024 & Nominated for British awards CEO of the year & Male entrepreneur of the year, Investment Consultancy of the year 2025, India society Investor of the Year 2025, Innovation Investor of the year 2026 and more.

Alex Massi

Chief Investment Officer

Wileys Bay Investments

Alex leads Wileys Bay’s investment activities and helps shape the firm’s overall strategy. He brings over a decade of experience in alternative investments, strategic asset allocation, manager selection, and co-investments. Before joining Wileys Bay, Alex was responsible for partnership investments at Woodbridge Investments, one of the world’s largest family offices, overseeing the strategic implementation of its external manager and co-investment programs. He began his career in investment banking at Scotiabank. Alex holds an Honours Bachelor of Commerce from the University of Ottawa and a graduate degree in Applied Finance from McGill University. He is a CFA Charterholder.

Andrew Hamlin

Vice President and Portfolio Manager

Federated Capital

Andrew leads the investment team at Federated Capital, a private single family office. He is responsible for overseeing the whole investment process from identifying, investing, and monitoring investments. He has extensive experience allocating capital in both public and private markets. Andrew has a strong track record of performance having worked in the industry for over 25 years. Previous experience includes spending 10 years building an independent asset manager, working with high net worth families, and sitting on the board of a private air logistic company. He started his career in the capital markets division of Canada’s largest banks. Andrew has an MBA from the Schulich School of Business and a Master degree in International Politics from Sussex University (UK).

Peter Fletcher

Managing Director

PHF Capital Inc.

Peter Fletcher is the Managing Director of PHF Capital Inc., where he manages his own family investment office and advises a select group of substantial global family offices on international investments, asset allocation, and other pertinent family office matters.

Peter has garnered over fifty years of successful international experience that covers a broad spectrum of financial management functions in the trust and banking industry in Canada, Australia, Bermuda, Hong Kong and Switzerland.

In addition to holding several directorships of investment funds and companies, Peter has served on various international governments’ financial regulatory bodies and holds the professional designation of Chartered Financial Analyst.

Peter is also the Founder and Chairman of Club b – a globally-renowned, members-only, private and non-commercial international investment forum for family offices.

For more than thirty years, Club b has provided authoritative insight on global market trends and asset allocation, as well as providing an innovative forum for global family offices to exchange investment ideas through annual events and other collaborative platforms. The Club b encourages family offices to enlarge their personal network in an informal and collegial setting, expand their knowledge through renowned speakers and navigate their greatest challenge – the transition from one generation to the next.

Peter is also the Founder and Chairman of Club f – an invitation-only, global platform dedicated to elevating family philanthropy, fostering the transition of the next generation into effective business and philanthropic leadership while addressing sustainability and climate change challenges.

Additionally, Peter is the Managing Director of Consilience Collaboration Inc. (CCI) – an exclusive, extensive world-class network of investment strategists and asset allocation experts with a proprietary curated research platform.

Kevin Little

Portfolio Manager

KF Matheson Investment Holdings

Yahya Mahmoud

President

BNQ Group

Yahya Mahmoud is a seasoned real estate investor with over 25 years of investment experience. Yahya’s Single Family Office focuses on strategic and value-add real estate investments, actively engaging in equity and debt placements. Yahya founded and exited his business from 2017 to 2023, after a two decade corporate career with Fortune 500 firms and is a proud family man with two young adults. We primarily look for co-investment / co-lending opportunities.

Drew Colaiezzi

Private Investments

McPike Global Family Office

Drew Colaiezzi is a private equity/venture capital specialist & investment manager with a background in capital markets focused on securitizations, specialty credit products, fixed income asset-back warehouses, financing consultancy, investment strategies & management, investment relationship structures, and early-stage venture.

After working in NYC and Miami for various private equity firms, he moved internationally and currently sits on the investment committee for MGFO, a single-family office based out of the Bahamas with a large venture portfolio containing exposure to various industries with a strong focus on early stage opportunities in financials, tech, fintech, life sciences, the carbon economy, venture funds, co investment opportunities, and web3/crypto based assets.

Geraldine Hardy

Founder | Regenerative Leadership, Longevity & Embodied Transformation

Geraldine Hardy is the Founder of Align Within and the creator of the ALINA Method™, a leadership and longevity framework designed to support human vitality, resilience, and long-term capacity in complex leadership environments.

Born into a G8 Peranakan business family, she brings a lived understanding of intergenerational dynamics, stewardship, and long-horizon decision-making. Her perspective is shaped both by this personal heritage and by more than 27 years of international executive experience across Europe, the Middle East, Africa, Asia, and the United States.

Her work sits at the intersection of leadership, human sustainability, and regeneration — integrating advances in longevity science with trauma-informed and embodied disciplines.

Following her recovery from a benign tumour and autoimmune disease, Geraldine’s focus evolved from performance-driven models toward regenerative approaches that support enduring leadership.

She has held senior roles across strategic marketing, investor relations, and business development within industries including private aviation, yachting, oil and gas, engineering, real estate, family enterprises, and biopharmaceuticals.

Languages: German (native), English (native), French (fluent), Indonesian (basic)

Gabrielle (Ellie) Rubenstein

Co-Founder and Managing Partner

Manna Tree

As the Co-Founder and Managing Partner of Manna Tree, Gabrielle (Ellie) Rubenstein is a passionate investor focused on improving human health. Ellie is a member of the firm’s Executive and Investment Committees. She shapes the firm’s vision strategy and investment products and develops Manna Tree’s global network. For the past 10 years, Ellie has studied the evolution of the food and beverage supply chain, as well as the increasing consumer demand for healthier alternatives.

Prior to founding Manna Tree, Ellie helped develop the impact investing thesis for a family investment office well known for ESG driven strategies. As part of new product development for the office, she helped launch the first ever arctic asset manager based in Alaska. This established her early belief in the power of impact investing to address social challenges without sacrificing returns, as well as the importance of energy and food as asset classes.

In 2022, Ellie was appointed to the Alaska Permanent Fund Board of Trustees, where she played a pivotal role over two years, including chairing the Governance Committee and being elected Vice Chair. Her leadership contributed to significant reforms, such as re-establishing incentive compensation for APFC staff, expanding asset allocation, and approving a $100 billion strategic plan.

Beyond her professional endeavors, Ellie is a committed philanthropist through her family office, Mission: Ingredients. She supports organizations that drive positive change in global population health,

François Ritchot

Investment Director

Sagana

François is an impact investing transaction and strategy professional. He is an Investment Director at Sagana, advising UNWHI and family offices investing in companies and funds with attractive financial returns and significant human and planetary impact. At Sagana, Francois leads investment activities in the Food and Agriculture sector globally. He was previously an Associate Director at Palladium Impact Capital (formerly Enclude) where he provided capital raising services to impact enterprises (pre-revenue to growth-stage) and mission-driven financial institutions as well as impact fund placement.

Stephen Bloom

Founder

Batl Capital LP

A former senior partner of Goodmans LLP, one of Canada’s leading full service law firms who practiced corporate law for almost 30 years. Past CEO of Shiplake Properties Ltd., a third-generation family-owned private business. Co-founded Collecdev, Shiplake’s development and construction management business. Currently, President and Managing Partner of Batl Capital, founded by Stephen as a family office and manager of capital.

In his previous role as CEO of Shiplake, Stephen provided critical support and guidance to the day-to-day management of a billion-dollar business that included the ownership and operation of an apartment portfolio and retirement residence, high-rise development and construction management, as well as investment in commercial real estate, private equity and public securities.

Stephen is a value-added investor who has negotiated and completed dozens of transactions, including land and business acquisitions, dispositions, financings, joint ventures, partnerships and shareholder agreements, while providing wise counsel throughout the life cycle of the investment.

Stephen has served on the boards of various charitable organizations including the Israel Cancer Research Fund, Tanenbaum CHAT and Trustees of the Jewish Foundation of Toronto.

You-Ha Hyun

Principal

Perpetual Investors GmbH

You-Ha Hyun leads the private debt program at Perpetual Investors GmbH, a German based family office. In this role, he is responsible for managing the private debt portfolio and focuses on manager selection, co- and secondary investments across the broad spectrum of the private debt universe as well as structured capital GP funding solutions. You-Ha has more than 20 year experience in the alternative investment segment having done primary, secondary and co-investments at large institutional organizations such as an insurance company, a supra-national organization and a fund-of-funds. You-Ha began his career in the M&A advisory business at KPMG and is an economist by training.

Adrian Barber

President

Barber & Associates

Adrian Barber is the President of Barber & Associates(B&A), a single-family office based out of Mississauga, Ontario.

Overseeing a ‘wheel-spoke’ model, Adrian utilizes a range of partners to allow for both operational efficiency as well as best-of-breed execution. Investment management, operations, governance, succession and multi-generational planning fall within his purview. B&A’s portfolio is fully diversified and overweight private markets.

Mathew Powley

Partner

Stonehage Fleming

Mat is a Partner at Stonehage Fleming heading up the Private Capital business and is responsible for implementing the firm’s private capital strategy and overseeing all aspects of the Private Capital Fund platform which has AUM in excess of $1bn. Mat co-founded the Stonehage Fleming Annual Vintage Programme in 2016, the firm’s flagship private capital fund of funds. He joined the Group in 2009 having previously worked for BNP Paribas in London and State Street in Toronto. Mat completed a BA degree in International Business and Economics at Western University. He holds both the CFA and CAIA designations

River Ewing

Director

Hadley Family Office

River is a Director at Hadley Family Office, where he partners with entrepreneurs to acquire and build enduringly profitable small businesses as a leading investor in entrepreneurship through acquisition.

In 2019, River founded the Hadley Family Foundation, a registered Canadian charity and private foundation focused on high-impact philanthropy in food systems.

River earned a BA in Philosophy from the University of Western Ontario and an HBA from the Ivey Business School. He also holds an MBA from Harvard Business School.

Colin Lynch

Managing Director, Head of Private Markets

TD Asset Management Inc.

Colin is Managing Director and Head of Alternative Investments, providing strategic guidance and oversight to a $39 billion portfolio of real estate, mortgage, private debt and infrastructure investments. In this role he oversees all acquisitions, divestitures, product development and portfolio management activities. Colin serves as Chair of the Alternative Investments Committee. He was previously responsible for the Canadian and International Real Estate strategies including fund design and structuring, implementation and oversight of acquired assets.

Colin joined TD Asset Management in October 2015, initially working with TD Asset Management’s senior executive team on corporate strategy. Colin was formerly the General Manager of Global Strategy at Aimia (formerly Groupe Aeroplan), a Management Consultant at McKinsey & Company and an Investment Banker at Morgan Stanley. Colin’s work in the Investment Banking Division at Morgan Stanley involved, among other duties, advising Mark Carney (then Governor of the Bank of Canada) on Canada’s financial stability during the financial crisis.

Colin holds a B.A. and a B. Comm., both with Distinction from Queen’s University, an MBA with Distinction from Harvard University and an ARCT with Honours from the Royal Conservatory of Music. In 2020, Colin was named one of Canada’s Top 40 under 40 a Trustee Emeritus of Queen’s University and a Recipient of the Queen’s University Toronto Branch Award.

He is the Chair of the Toronto Investment Board and a Member of the Board of Directors of Sunnybrook Health Sciences Centre, the Black Opportunity Fund and the Advisory Committee of OneEleven. Colin is an Emeritus Trustee of Queen’s University. He was formerly Vice Chair of the Board of Directors of Toronto Community Housing Corporation.

Octavian Graf Pilati

Founder

The Antifragile Family

Octavian Pilati is your trusted guide for navigating the unique and often intricate dynamics of business families.

Born and raised in Austria within an aristocratic family whose legacy spans over a thousand years, Octavian developed a deep understanding of the challenges business families face, experiencing their complexities firsthand.

In 2014, a major fraud crisis struck his family’s historic tourism and forestry business, pulling him directly into crisis management. That moment didn’t just change his trajectory – it gave him lasting insights into resilience, adaptability, and the realities of sustaining a legacy.

Today, Octavian applies those lessons with sincere commitment, helping business families strengthen their bonds and secure their long-term success. He is a sought-after speaker at leading family business events hosted by organizations such as Prestel & Partner, Campden Wealth, and Forbes Slovakia. His family’s story is also featured in a case study co-published with Harvard Business School, where he contributes as a co-presenter in executive education programs.

As the founder of The Antifragile Family®, Octavian helps business families unlock resilience, trust, and lasting unity. His mission is clear: to transform business families into antifragile units that grow stronger through life’s inevitable challenges.

Ian Morley

Chairman

Wentworth Hall Consultancy Ltd

Ian Morley is a successful business Angel and Entrepreneur.

He is the Chairman of Wentworth Hall Family Office and Consultancy, Chairman of Atitlan YRD, an award winning Crypto Multi Manager. Chairman of Salutem Senior Living, Chairman of Regenerative Medical Group, NED at Conister Bank, NED at CF@L, Director of Condor Trade and also holds various Directorships with a range of other companies covering Property, Alterantive Energy, Farmland ,Blockchain and Crypto currencies.

He is the author of Morley’s Laws of Business and Fund Management and one of the leading global figures and pioneers in the development of the Hedge Fund Industry.  He ran one of Europe’s first and oldest Fund of Funds and subsequently helped build one of Europe’s largest privately-owned Fund of Funds.  He has helped build, manage, own, buy, sell and mentor start-up businesses over the last twenty years. He founded and was elected the first Chairman of what is today known as The Alternative Investment Management Association (AIMA), the world’s only truly global trade association for the Hedge Fund Industry.  He has advised Central Banks, International Regulators and other International Organisations such as the EU and OECD on matters related to Economics, Markets and Regulation.  He is actively involved in Family Office conferences and networks.

His articles have been published in such papers as The London Times, FT, International Herald Tribune and various trade publications. He has appeared frequently on BBC, radio and TV, Sky, CNN, CNBC, Bloomberg and various international TV and radio stations.

Ian trained as an Economist at LSE where he was Vice President of the Students Union. He is a member of Gray’s Inn and one of the few fund managers to be accredited as a journalist.

Ian served as a battle medic with a MASH unit and has completed sixteen International Marathons, one hundred and fifty Half Marathons and competed in weight lifting and dancing competitions.  He was the London Theater Correspondent for the Irish Stage and Screen.  He has also written about Running and Building a house in Italy for Italy Magazine.  His other interests include boating, football, politics and philanthropy.  He lives in London with his dog, cat and sometimes his children.

Jeff Szeto

CFO & Lead Investor

Avana Capital & Alder Capital Sustainable Ventures

Jeff is the CFO of Avana Capital, a family office, and leads VC and PE investments for Alder Sustainable Ventures, its private capital arm. He also provides CFO support to many portfolio companies, playing a key role in top grading, scaling, and growing these businesses by leveraging his 15 years of experience in leading finance functions for high-growth entrepreneurial companies. His career spans roles in M&A and corporate finance at top-tier institutions and as CFO for fast-growing private companies, guiding several from scale-up to exit.

Greg Moore

Partner, Portfolio Manager

Richter Family Office

Accomplished, driven, yet known for his kindness, Greg has big ideas that match the scope of his ambition. A great people connector he loves to build durable, effective business relationships. His enthusiastic nature means that he is ready to jump whole-heartedly into every project he takes on.

Greg is a seasoned wealth management professional with almost 30 years’ experience in global financial markets, working with individuals, institutions, and family offices. Greg brings a unique, holistic approach to wealth management and works with professionals in a segment of the market that sees value in working alongside an independent, trusted advisor as part of their overarching wealth management solution.

As a Family Enterprise Advisor (FEA), Greg works with families to help them navigate the complexities of wealth and legacy transmission. Bringing together both a technical skill set, as well as a deep understanding of relational family and enterprise strategy issues, he strives to help families address complex problems through open communication and trust.

In addition to his business development and relationship management roles, Greg is actively involved in ongoing investment manager due diligence and manager selection to ensure that RFO clients continue to receive access to unique, best in class investment solutions. Bringing a thoughtful approach to asset allocation and portfolio construction, Greg works closely with families to help them bridge the gap between a complex investment landscape and their own unique investment goals.

Giacomo La Rosa

President

Gatchò Enterprises, Inc.

Giacomo La Rosa is an Italian entrepreneur, author, and third-generation member of a European enterprise family. 

He has spent more than two decades operating internationally across manufacturing, media, and advisory roles. Earlier in his career he served as senior executive within the Grafibox Group, a leading Italian pharmaceutical packaging company supplying multinational corporations including Pfizer, Novartis, and Sanofi. 

Giacomo founded several entrepreneurial ventures including Graphitarget Co., Inc., an international business advisory firm, and Gatchò Enterprises, focused on innovation, restructuring, and creative strategy. 

Alongside his entrepreneurial work, he studied professional storytelling at Harvard University, exploring how narrative structures influence identity, leadership, and long-term decision making. 

Today his work focuses on the intersection between family enterprise dynamics, narrative alignment, and governance across generations. 

He is a member of Family Hippocampus, an international initiative studying behavioral risk and governance frameworks within enterprise families. 

Giacomo writes and speaks about family narrative, entrepreneurial resilience, and legacy architecture. He is the author of several novels exploring identity, leadership and the human dimensions of legacy. 

He served as Chief Content Officer for several publications produced in partnership with organizations including the Grammy Awards, Emmy Awards, NASCAR and the U.S. Special Operations community. 

Giacomo is also engaged in humanitarian work in Central America, supporting Salesian missions in Guatemala where he contributes to educational and community initiatives for local students. 

Andrew Sarna

Portfolio Manager

Forthlane Partner

Andrew Sarna is a Portfolio Manager at Forthlane Partners and the author of Off the Charts, Forthlane’s widely read macro and markets newsletter. Based in the Cayman Islands, Andrew leads Forthlane’s global public-markets research with a focus on macro strategy, cross-asset positioning, and long-term portfolio construction. His work combines institutional-grade analysis with clear and accessible commentary that makes complex market dynamics intuitive for private investors and family offices.

At Forthlane, Andrew plays a central role in developing the firm’s all-weather investment framework. He draws on global macro data, factor research, and thematic insights. He collaborates closely with Forthlane’s investment leadership on portfolio construction decisions across equities, fixed income, alternatives, and real assets.

Andrew holds an HBA from the Ivey Business School and a Bachelor of Engineering Science with a specialization in Integrated Engineering from Western University. He graduated from both programs with Honours. Andrew is a CFA Charterholder.

Marjorie Skolnik

Managing Director

CI Coriel Capital Inc.

Marjorie Skolnik is a Managing Director at CI Coriel Capital Inc., an Outsourced Chief Investment Officer supporting ultra high-net-worth Canadian families and foundations with their investment programs since 2006.

She previously held various positions in the institutional capital markets, including as Director, Global Equity Derivatives at National Bank of Canada. She began her career at Scotiabank, where she transacted interest rate derivatives with central banks, treasuries and hedge funds.

Marjorie is involved in several philanthropic projects. She currently serves as:

• Member of the Investment Committee of the Fondation Lucie et André Chagnon, and
• Member of the Board of Directors of the Jewish Community Foundation of Montreal.

She holds a Bachelor of Commerce degree, with a Major in Finance, from the John Molson School of Business at Concordia University, and is a CFA charter holder.

Mike Woollatt

Head of Americas, Client Solutions

Hamilton Lane

Mike is a Managing Director based in Toronto responsible for, leading the U.S. Institutional, LatAm and Canadian Client Solutions teams, as well as the Global Consultant Relations team. Mike was previously Head of Canada and has also worked on the Fund Investment & Managed Solutions and Direct Equity teams.

Prior to joining Hamilton Lane in 2019, Mike was a Director at OMERS pension plan in the venture capital and growth equity groups. Prior to OMERS, Mike was the CEO of the Canadian Venture Capital and Private Equity Association. He has also co-founded a management consulting firm and has held senior executive roles at a few major Canadian corporations.

Prior to entering the private sector, Mike worked for the Government of Canada, first as a research economist and then as a political and policy advisor to the Minister of Finance. Mike has also worked overseas as an economist on World Bank funded international development projects and taught economics at the university level. Mike is a frequent commentator on both broadcast and print media on the state of the Canadian private capital markets.

Mike holds a Master of Economics from the University of British Columbia.

Michael Keenan

Chief Investment Officer

1642 Capital

Michael is a seasoned investment professional with over twenty-five years of institutional funds management experience. Prior to joining 1642 Capital, Michael spent over twenty years with Bimcor Inc, which is the pension investment subsidiary for the Bell Canada group of companies, including seven years as Chief Investment Officer.  He is a past Chair of the Pension Investment Association of Canada and sits as an independent advisor on several investment committees for pension and trust organizations.  Michael is a CFA charter holder with a B. Arts & Science (Economics) from McMaster University and an M.A. (Economics) from Western University.  Michael believes that independence, discipline, and humility are key ingredients for long-term investment success.

Scott Morrison

Chief Investment Officer

Wealhouse Capital Management

Scott Morrison is the Chief Investment Officer of Wealhouse Capital Management, a privately-owned investment firm and family office. As the firm’s founder, Scott is responsible for overseeing Wealhouse’s various strategies across asset classes, as well as the firm’s private equity portfolio and real estate holdings.

Outside of Wealhouse, Scott serves on the investment committee of the Centre for International Governance Innovation (CIGI), where he advises on investment decisions for CIGI’s endowment fund. Scott has over 25 years of asset management experience. Prior to Wealhouse, Scott spearheaded the portfolio management for notable firms such as Mackenzie Investments, CI Funds, and Investors Group. Scott holds a Bachelor of Finance from Concordia University and is a CFA Charterholder.

Saad Hassan

Principal and North American Head

Hassan Family Office

Saad Hassan is Principal and North American Head of Hassan Family Office, a Abu Dhabi–based single‑family office dedicated to private alternative investments. As a member of the firm’s Investment Committee, he collaborates with fellow principals and family members to shape strategic asset allocations across private equity, venture capital, real estate and private credit.

In his North American role, Saad leads deal sourcing and due diligence for co‑investment opportunities throughout the region, leveraging an extensive network of sovereign wealth funds, institutional allocators and top‑tier general partners. He applies a data‑driven investment framework combined with hands‑on value‑creation initiatives—focusing on operational improvement, risk management and ESG integration—to optimize long‑term risk‑adjusted returns.

A University of Waterloo alumnus with a Bachelor of Business Administration, Saad began his career in financial services and consulting, where he honed the analytical rigor that informs his investment philosophy today. He regularly serves as a judge at startup competitions and mentors emerging entrepreneurs on fundraising, business models and scaling high‑growth ventures.

Stephen Bloom

Founder

Batl Capital LP

A former senior partner of Goodmans LLP, one of Canada’s leading full service law firms who practiced corporate law for almost 30 years. Past CEO of Shiplake Properties Ltd., a third-generation family-owned private business. Co-founded Collecdev, Shiplake’s development and construction management business. Currently, President and Managing Partner of Batl Capital, founded by Stephen as a family office and manager of capital.

In his previous role as CEO of Shiplake, Stephen provided critical support and guidance to the day-to-day management of a billion-dollar business that included the ownership and operation of an apartment portfolio and retirement residence, high-rise development and construction management, as well as investment in commercial real estate, private equity and public securities.

Stephen is a value-added investor who has negotiated and completed dozens of transactions, including land and business acquisitions, dispositions, financings, joint ventures, partnerships and shareholder agreements, while providing wise counsel throughout the life cycle of the investment.

Stephen has served on the boards of various charitable organizations including the Israel Cancer Research Fund, Tanenbaum CHAT and Trustees of the Jewish Foundation of Toronto.

Robert Montgomery

Chief Executive Officer

First Maximilian Associates Inc.

Robert Montgomery is an investor and entrepreneur focused on the digital media, entertainment, gaming and technology industries. For many years, Mr. Montgomery has been an executive and advisor for media, communications and technology companies and the investment community. He currently serves as the CEO of First Maximilian Associates Inc., his own family investment and advisory firm. He also serves as Chairman of GameCo Inc., an innovative company serving and gaming industry. Mr. Montgomery was previously owner and CEO of Achilles Media, an events and transaction facilitation company focused on the entertainment, technology and investment industries.

Mr. Montgomery’s prior positions include: Co-Founder and Partner in Achilles Partners, an investment and advisory firm; President, Americas at the Fantastic Corporation, a broadband software company; Co-Founder and Chairman of Media Content plc in London, a media rights company; Managing Director for Europe and Asia Pacific at communications research and consulting firm Kagan World Media; co-founder of Digital Media International; Managing Director at Euromoney plc, and Managing Director at IBC plc. Mr. Montgomery has served as a Director of several public and private companies and is an active investor in emerging companies. Mr. Montgomery is a graduate of the University of Manitoba, Canada. Active in the community, Mr. Montgomery is Past Chair of the Board of Governors of the OCAD University.

Andrew Garrett

Chief Investment Officer

Ruck Lane Inc.