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.

Ryan Perillo

Head of Investments

KF Matheson Investment Holdings

Ryan Perillo is the Head of Investments for KF Matheson (KFM), a private family office for two successful Canadian entrepreneurs and business partners. KFM takes a long-term approach to investing and managing the accumulated wealth and philanthropic assets of the principals.

Prior to his current role, Ryan held progressive finance roles within the principal’s operating company Baylis Medical, culminating in playing a lead role in its successful 2021 cardiology division sale to Boston Scientific (BSX).

Before joining Baylis Medical, Ryan started his career in the financial services group at PwC, and went on to join a newly launched value investment fund as their second employee in a CCO/finance/operations role, which grew to ~$60m of AUM over his time with the firm.

Ryan holds a BBA from Lazaridis School of Business and Economics at Wilfrid Laurier University, where he graduated With Distinction. He also holds CPA, CA, and CFA designations.

Enzo Gabrielli

EVP & CFO

Horizon Capital Holdings

Enzo leads the family office of the Right Honourable Paul Martin. Enzo is a corporate executive of the holding company, Bromart Holdings Inc. Its main operating company is CSL Group (Canada Steamship Lines) which is the world’s largest commercial manager of self-unloading vessels. Bromart also holds Horizon Capital Holdings, a broad-based investment vehicle and management organization. Horizon’s primarily makes direct investments in private companies, with an intent to buy and hold for expansion and growth. Enzo is President of Horizon Real Estate Ltd, which holds various real estate investments in North America.

Vincent Zhou

Portfolio Manager – External Manager Selection

RedJay Asset Management

Vincent is a portfolio manager at Redjay Asset Management, a spin-out asset management firm from a Toronto based single family office. As a PM, he’s responsible for portfolio construction and manager selection for Redjay’s external funds program. Prior to joining Redjay in 2021, Vincent was a director at Alberta Teachers’ Retirement Fund where he was responsible for manager selection for the $2B absolute return program.

Vincent has a Mathematics degree from University of Waterloo. He’s also a CFA Charter holder.

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.

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.

Craig D’Cruze

Chief Operating Officer

Inverted Ventures

Craig D’Cruze is a multi-faceted entrepreneur with an outstanding track record analyzing and operating large businesses.

As the Executive Chef of the University of Calgary, Craig oversaw their conferences and multiple restaurant operations. Before the University of Calgary, Craig was the Executive Sous Chef for Marriott Hotels; Craig was flown around North America to lead positive changes in F&B operations in other Marriott properties underperforming in food cost, labour controls, food quality, staff engagement and retention. Craig successfully built, coached, counseled, and maintained teams of over 100 people.

Craig’s exceptional natural skills in mathematics, research, and pattern analysis make him perfect to lead Inverted Group as the Chief Operating Officer. In 2020, Craig joined Inverted Ventures to lead Inverted’s Due Diligence of both public and private market investments.

Craig’s outstanding performance and proven track record of success led to his establishment of Inverted Group’s Venture Capital Business, which he continues to lead with great success to this day.

Richard Heller

Attorney

Cooper Family Office

Richard Heller, Esq, joined the Cooper Family Office following a lengthy career as an eminent attorney specializing in securities and investment alternatives. With his extensive background in investment law, he is a well-known speaker at family office events nationally and knows numerous family office principals and executives personally. Prior to taking his role as advisor to the Cooper Family Office, he was a partner in the New York office of Thompson Hine, a prestigious national law firm, for 17 years. During that time he served in the Investment Management and Family Office Services groups. As the head of the private funds and broker-dealer practices, he advised numerous hedge funds, private equity funds, funds of funds, broker-dealers, investment advisers and their sponsors and principals. Additionally, he represented family offices in diverse issues including their structure, management, and regulatory matters.

In private practice, Mr. Heller drafted hedge fund offering materials including exhibits relating to the transaction.  He rendered advice on activist solicitations. He defended clients in SEC and FINRA enforcement matters.  He also served as counsel of special committees for public companies as well as providing state securities “Blue Sky” advice.

Richard Heller has served on three consecutive terms on the Securities and Exchange Commission’s (“SEC”) Business Forum on Small Company Capital Formation which published recommendations to the White House. In addition, he served for 10 years as a Director of the Hedge Fund Association. He served as a director for several private companies. For the past 20 years Mr. Heller has been honored to serve as an Officer and Director of the NY Council of the Navy League of the United States.

​Recognized as a legal authority in his area, Mr. Heller is frequently called upon to participate in prominent Family Office and Investment Management Conferences and has often been called upon by the media to give quotes, opinions and interviews. The author of numerous papers, including “Emerging Developments in Hedge Fund Law,” Richard Heller received his BA with distinction in American Studies from Rutgers University and his law degree from Wake Forest University School of Law.  He Is a member of the New York Bar and has Court Admissions to the U.S. District Court for the Southern District of New York and the US Supreme Court.

Vishnu Amble

Founding Director, Investment Committee Member, and Trustee

GreenBear Group LLC

Vishnu also serves as a Director of the family office’s foundation focused on funding access to energy, education, healthcare, and climate change solutions in South and SE Asia. Vishnu has built his 20+ year career in investments and capital markets at the intersection of Technology, Infrastructure, Energy, and Sustainability with such companies as Saudi Aramco, E.ON, The Carlyle Group and Lehman Brothers.  Vishnu earned his Bachelor’s Degrees in Economics and Computer and Electrical Engineering from the University of Michigan – Ann Arbor.

Josh Roach

Managing Director

Meritage Group LLP

Josh Roach is a trusted peer and long-time member of the SFO (single-family-office) community where, over the last fifteen years, he has created significant social capital through his efforts to build like-minded networks and collaborative models to: (a) merge common interests and objectives, (b) pool and leverage specialized industry knowledge and skill sets, and (c) optimize alignment between asset owners in co-investment vehicles.

Rahim Kassim-Lakha

Founder & Principal

Blue Sail Capital, Inc.

Founder & Principal, Blue Sail Capital, Inc. | Principal, Pyfera Growth Capital Corp. | Strategic Advisor, Max Resource Corporation, Storm Exploration Inc., Workforce Wellness.

Rahim Kassim-Lakha is a respected figure in the realm of financial strategy and investment management, with a distinguished career spanning multiple sectors over +25 years. He is acknowledged for his prudent investment approach, award winning fund manager, insightful advisory roles, and strategic foresight.

Shael Soberano

Chief Investment Officer

Sharno Group

Shael Soberano, CFA, Chief Investment Officer of Sharno Group Inc., brings the most current analytical tools and rigorous discipline to the financial analyses he utilizes in capital allocation decisions. Shael developed and refined his financial expertise as a securities analyst and principal investor across a wide array of alternative investments.

Most recently, Shael Soberano was Vice President, Senior Analyst at Vision Capital Corporation, a leading Toronto-based Hedge Fund manager focused on publicly-traded real estate related securities. Shael first joined Vision Capital as an Analyst in 2009, shortly after its inception. He was promoted to Vice President, Senior Analyst in 2014, and was registered as an Advising Representative with the Ontario Securities Commission in 2017. With a wide range of roles spanning both business development and investment management initiatives, Shael’s contributions and leadership were integral in Vision Capital’s substantial AUM growth and contributed to its award-winning risk-adjusted performance over that period.

Shael is a CFA Charterholder and completed the Bachelor of Management and Organizational Studies Honours Degree with a Specialization in Finance at the University of Western Ontario. Shael completed the Partners, Directors, and Senior Officers (PDO) Course in 2019 and the Canadian Securities Course (CSC) in 2010, provided by the Canadian Securities Institute (CSI), and attended the SNL Real Estate REIT School in Chicago, Illinois.

Prathna Ramesh

VP Operations

FutureSight

Prathna is an early-stage investor and operator in B2B SaaS companies. She is currently a VP of Operations at FutureSight, a venture builder fund that backs entrepreneurs as an institutional cofounder with capital. She is the former Managing Director of Maple Leaf Angels in Toronto, one of Canada’s most active angel networks. She served as GP (General Partner) of the MLA48 pre-seed funds and is currently the Chief Compliance Officer. She is active in the founder community as a business advisor and is an advocate for women in venture.

Tec Han

Chief Investment Officer

Vibrato Capital LLC

Tec is the Chief Investment Officer of Vibrato Capital LLC, a single family private investment office that oversees both tax-exempt and taxable portfolios. Prior to Vibrato Capital, Tec was a senior analyst for Clark Enterprises, the National Railroad Retirement Investment Trust, and Cambridge Associates. Mr. Han graduated from Vassar College with a B.A. in Economics and earned his M.B.A from the Johnson School of Management at Cornell University and the Smith School of Business at Queen’s University through the combined EMBA Americas Program.

Eric Nuttall

Partner, Senior Portfolio Manager

Ninepoint Partners

Matt Zabloski

Fund Manager & Chief Investment Officer

Delbrook Capital Advisors

Mr. Zabloski is the Founder and Portfolio Manager at Delbrook Capital Advisors, a firm dedicated to alternative strategies in the global materials sector. Mr. Zabloski has capital markets, investment research and portfolio management experience, beginning with Boston-based Fidelity Management and Research Company where he acted as a Portfolio Manager and Research Analyst.  In early 2008, he joined CI Investments to launch the CI Cambridge Advisors series of investment funds.  While with CI, Mr. Zabloski managed a growth-oriented portfolio and acted as a Senior Research Analyst for various investment funds.  Mr. Zabloski received an Honors BA and an MBA, both from the Richard Ivey School of Business at the University of Western Ontario.

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.

Neil Nisker

Co-Founder, CIO & Executive Chairman

Our Family Office

With investment management and wealth advisory experience dating back to 1972, Our Family Office’s Co-Founder, Executive Chairman and CIO enjoys a well-deserved reputation as a trusted and respected figure in the Canadian financial services industry. His keen intellect and deep expertise make him particularly well-qualified to revolutionize the shared family office segment in Canada and grow Our Family Office into the market-leading service provider and partner to the nation’s wealthiest families. Highlights of Neil’s career to date include:

• Fiera Capital Corporation: Neil was active with Fiera Capital Corporation, one of Canada’s largest investment managers, from 2006 to 2014, serving as the President of Fiera Private Wealth and as the company’s Executive Vice Chairman and a member of the company’s board of directors and governance committee.
• YMG Capital Management Inc.: Neil served as President of the YMG Private Wealth Management division from 2000 to 2006. Fiera Capital Corporation purchased YMG Capital Management in 2006.
• Nisker Associates, Strategic Wealth Management: From 1997 to 2000, Neil was the Chairman of Nisker Associates, Strategic Wealth Management, a Canadian registered investment counselling firm. It was acquired by YMG Capital Management in 2000.
• Best Investments International Inc.: In 1990, Sir John Templeton selected Neil to be one of the three managers of Best Investments International Inc., a global equity mutual fund he owned. Neil held this position until the fund was closed in 2000.
• Brown Baldwin Nisker Ltd.: For more than 25 years, Neil was a driving force behind Brown Baldwin Nisker. Through his diligence, the firm grew into one of the premier institutional brokerages in Canada. It was sold to HSBC Securities in 1988.

In addition, Neil has been the President of Privatech Investments Inc., an investment company headquartered in Toronto, Canada since 1994.

Volunteerism and Philanthropy Neil has been extensively involved in philanthropy and a range of activities, including acting as:

• Co-Chair of the UJA Federation of Greater Toronto, Annual Campaign  Co-Chair of the Baycrest Centre for Geriatric Care, Campaign
• Vice-Chair of the Mount Sinai Hospital Foundation and Chair of the Investment Committee  Chairman of The Jewish Foundation of Greater Toronto and Chair of the Investment Committee
• Co-Chair of the 2011 JFNA Investment Institute in Palm Beach, Florida
• Frequent speaker at Investment Conferences for family offices, and foundations and endowments

Stephen Harvey

Chief Investment Officer

Grayhawk Wealth

Stephen Harvey is the Chief Investment Officer of Grayhawk and manages the investment management functions at the firm. Stephen has over 20 years investing experience with roles in Toronto, London and New York. Most recently Stephen was the Chief Investment Officer of Titan Advisors, where he managed the investment committee and investment team. Prior to that he was a Partner at Saguenay Strathmore Capital, where he focused on risk management and portfolio construction. He started his career at the Ontario Teachers’ Pension Plan within their risk management group.

Steve Shepherd

Head of Canada

Capital Fund Management

Based in Toronto, Steve is responsible for investors in Canada and East Asia. He joined CFM in 2012 and spent nine years as Head of APAC in Tokyo and Sydney and three subsequent years as Head of APAC with Capstone Investment Advisors.

Prior to CFM, Steve was Senior Portfolio Manager in the hedge fund group at the CPPIB in Toronto, responsible for manager selection, active risk allocation, and portfolio analytics, following a stint as Head of Risk Management at a boutique rates fund, and several years in engineering and technology roles in Canada, Eastern Europe and the Middle East.

His academic background includes electrical engineering, finance and generative linguistics, with Masters degrees from McGill University and the University of Toronto. He is also a graduate member of the Australian Institute of Company Directors (AICD).

Priyanka Hindocha

Director – Family Office

Stonehage Fleming

Priyanka is a Director in the London based Family Office department of the multi-family office Stonehage Fleming. She supports high net worth families and entrepreneurs around the world with the strategic coordination of their affairs, with a particular focus on the development of governance and succession plans that give families the best chance of sustainable, intergenerational success. Working closely with Matthew Fleming (a fifth generation Fleming family member), she supports families with a process of articulating a purpose for their wealth as well as identifying risks to the successful preservation of the family and its wealth, ahead of implementing strategies to mitigate against those risks. Her responsibilities also include supporting the next generation of family members manage the responsibilities associated the privilege of significant wealth via mentoring, coaching and bespoke educational sessions

Prior to joining the Group, Priyanka was part of the Private Client Tax practice at Deloitte, focussed on international tax planning for high net worth individuals, families and their offshore structures. She holds a first class BA (Hons) degree in Modern Languages (French & Italian) from University College London and is a qualified Chartered Accountant (ACA) and Tax Adviser (CTA). In 2023 she was the winner of the Future Leader in Private Client Services category at the Spear’s Magazine Awards and was included in Citywealth’s NextGen Leaders Top 40 Under 40 List.

Harry Moore

Senior Client Portfolio Manager

Man AHL

Harry Moore is a Senior Client Portfolio Manager at Man AHL with principal responsibility for investor engagement, new product development, and communication of Man AHL’s strategies to clients.

Prior to joining Man AHL in 2019, Harry worked as a hedge fund analyst at Mercer, constructing fund of hedge fund portfolios across a broad mix of systematic and discretionary investment styles. Prior to that, he was an actuarial analyst focused on liability-driven investments and de-risking strategies for institutional clients. Before moving to focus on investments, Harry worked at Willis Towers Watson as a student actuary, managing liability models for pension schemes.

Harry holds a BSc (hons) in Economics from the University of Birmingham, is a Fellow of the Institute and Faculty of Actuaries (‘FIA’) and holds the Chartered Alternative Investment Analyst (‘CAIA’) qualification.

Nancy Bertrand

Managing Director and Head of Citi Private Bank, Canada

Citi Private Bank

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 52 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 20 years of capital markets experience. Prior to Citi, she practiced U.S. securities law at the global law firm, Shearman & Sterling LLP, 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 Institute’s Capital Markets Policy Committee and a member of CFA Institute’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 raising a teenage daughter.

Philippe Carpentier

Senior Fund Manager

Metori Capital Management

Philippe has been a quantitative fund manager at Lyxor since 2013, specialized in smart beta and quantitative fixed income. Prior to this, Philippe has been a quantitative researcher for the derivatives division of Société Générale from 2004 to 2013, applying his expertise to various asset classes. He started his career in 2003 at HSBC as a quant analyst in the model validation team. Philippe holds engineering degrees from Ecole Polytechnique and ENSAE, and a Master degree in applied mathematics from the University Paris VI (Jussieu).

Aaron Stern

Managing Partner & Chief Investment Officer

Converium Capital

Aaron Stern is a Managing Partner and the Chief Investment Officer of Converium Capital, a multi-strategy opportunistic investment manager headquartered in Montreal. Converium aims to deliver positive and uncorrelated returns regardless of macroeconomic conditions by investing in distressed and event-driven opportunities globally and across the capital structure. Prior to founding the firm, Aaron was a Partner and Managing Director at Fir Tree Partners, a multi-strategy investment firm founded by Jeffrey Tannenbaum. At Fir Tree, Aaron was responsible for distressed, special situations and event-driven investments globally where he successfully employed his contrarian idea selection in new areas for the firm, including sovereign and municipal debt, emerging markets and engagement opportunities in Europe and Asia. He most recently led an innovative restructuring of Puerto Rico’s Government Development Bank and a campaign to improve governance and shareholder returns at a recently privatized Japanese railway operator.

Prior to Fir Tree, Aaron held investment roles at O.S.S. Capital Management and Millennium Management. Before Millennium, he was an investment banking analyst in Credit Suisse’s Leveraged Finance and Restructuring groups.

He earned his bachelor’s degree in Commerce, with a Major in Accounting from McGill University, where he is a Global Expert and guest lecturer.

Stephanie Hickmott

Principal, Portfolio Manager

Leith Wheeler Investment Counsel Ltd.

Stephanie is a Portfolio Manager in Leith Wheeler’s Private Client Group in Toronto. She manages balanced and specialty asset class portfolios for private clients, family offices, and foundations. She began her post-graduate career in banking and finance with RBC, and later switched to wealth management in 2008. She was an Investment Counsellor  with BNY Mellon Wealth Management Advisory Services for eight years prior to joining Leith Wheeler in 2016. Stephanie volunteers as an investment committee member for the Humber River Hospital Foundation and works with the Anishnawbe Health Foundation on fundraising initiatives. She has an MBA from the Schulich School of Business (York University) and a BA Economics from McGill University.

Nimar Bangash

Co-Founder & CEO

Obsiido

Mr. Bangash is the Co-Founder and CEO of Obsiido, a Toronto based technology enabled investment platform partnering with Canadian wealth managers to invest across private equity, private credit, and real assets through pooled and bespoke investment structures. Obsiido specializes in sourcing and managing evergreen, semi-liquid private market investments on behalf of its wealth manager clients. Mr. Bangash has spent 15 years in the Canadian investment management industry. Prior to founding Obsiido, he led the investment products group at a TSX listed, multi-billion dollar asset manager. He holds degrees from Queen’s University and Wilfrid Laurier University and is a CAIA Charterholder.

Aled ab Iorwerth

Deputy Chief Economist

CMHC – SCHL

Groundbreaking research by CMHC has revealed that inadequate supply is a key driver behind escalating house prices in cities like Vancouver and Toronto. The lead researcher for that project – Deputy Chief Economist Aled ab Iorwerth – now coordinates a diverse national team of researchers and analysts who are investigating impediments to housing supply and potential solutions.

“Housing markets are local. Broader challenges such as supply are often common, but the drivers and magnitude of these challenges may differ significantly across the country. My goal is to help understand and inform on market dynamics, how they support or hinder housing affordability goals and to provide thought leadership on housing economics across housing industry participants.”

Aled joined CMHC in 2016, bringing his strong analytical and research capabilities to bear on complex housing issues. He previously had a 15-year career at Finance Canada, in various research and analysis roles that included secondments to Environment Canada and the Council of Canadian Academies.

Aled holds a PhD in Economics from Western University and master’s degrees in European and International Relations (University of Amsterdam) and Economics (Carleton University). He speaks three languages: English, French and Welsh.

Stephen Harvey

Chief Investment Officer

Sagard Wealth

Stephen Harvey is the Chief Investment Officer at Sagard Wealth and manages the investment management functions at the firm. Stephen has over 20 years investing experience with roles in Toronto, London and New York. Most recently Stephen was the Chief Investment Officer of Titan Advisors, where he managed the investment committee and investment team. Prior to that he was a Partner at Saguenay Strathmore Capital, where he focused on risk management and portfolio construction. He started his career at the Ontario Teachers’ Pension Plan within their risk management group.

Stephen earned an honours degree in economics at York University and has been a Chartered Financial Analyst charterholder since 2003. He resides in the suburbs of Toronto with his wife Cori and helps coach their twin boys in baseball. Stephen switches allegiance between his native England and his adopted home of Canada, depending upon what sport it is on.

Mark Perry

Managing Director

Wilshire

Mark Perry serves as Managing Director at Wilshire and oversees sourcing, due diligence, and investment monitoring for private markets sectors in the United States and Canada. As Chair of the Private Markets Manager Research and Investment Committees and portfolio manager for the Wilshire Private Assets Fund, Mr. Perry provides strategic guidance and leadership.

Before joining Wilshire in 2012, he held the position of Vice President at Centinela Capital Partners, where he gained extensive experience in investment strategies. His educational background includes a Bachelor of Science in Electrical Engineering and an MBA in Finance from the University of California, Los Angeles, as well as a Master’s in Electrical Engineering from Stanford University.

Chad Larson

Partner and Senior Portfolio Manager

Canaccord Genuity Wealth Management

Chad Larson is a distinguished leader in Wealth Management, celebrated for his strategic vision, client-focused approach, and innovation in alternative investing. After earning a Bachelor of Arts in Economics, Chad co-founded MLD Wealth Management in 2004 and today, he manages one of the largest multi-family offices in the country, serving high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients across Canada and globally. With countless accolades including being named one of the top 50 most influential individuals in the Canadian investment Industry, and most recently as Advisor of the Year – Alternative Investments by Wealth Professional, Chad’s expertise and dedication has earned him the trust of Canada’s most discerning investors.

David Sheng

Managing Director – Portfolio Advisory

Aksia

David is a Managing Director on the Portfolio Advisory team and has over 18 years of experience in alternative investments. He is responsible for alternative investment programs in the Americas, including portfolio management and construction, as well as manager evaluation. David leads alternatives coverage for Aksia’s institutional Canadian clients.

Prior to joining Aksia in 2018, David was a Senior Manager Research Analyst at Man FRM focused on sourcing and evaluating alternatives strategies, as well as active portfolio management. Prior to Man FRM, David was a Vice President within the Institutional Sales and Trading business at HSBC, and before that he worked at Morgan Stanley, where he covered institutional clients across the hedge fund, asset management, and sovereign wealth fund universe, with a focus on fixed income and foreign exchange.

David graduated from Princeton University with a BA in Economics and holds an MBA from Columbia University. David was recognized as a 2023 Knowledge Broker by Chief Investment Officer and Institutional Investor’s 2024 Consultant of the Year.

Craig Machel

Portfolio Manager, Investment Advisor

Richardson Wealth

Craig empowers 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 to include conservative and predictable 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 alternative asset allocations for various media outlets, and a panelist and speaker at industry events.

Mackenzie Shaw

Principal, Research and Analytics

Westcourt Capital

As Principal, Research and Analytics, Mackenzie works closely with the Research & Analytics team in the sourcing, evaluation, due diligence and on-going monitoring of Westcourt’s recommended private investments. Prior to joining Westcourt, Mackenzie was the Controller at a digital asset trading platform where she was key in building the platform’s accounting team and in developing policies and procedures to meet industry standards and regulatory compliance. Mackenzie’s past experience also includes working at a national accounting, tax and business consulting firm, in the firm’s Toronto public companies accounting practice. At this firm, Mackenzie gained experience in engagement planning, risk assessment, financial analysis, execution, and presentation, providing high-quality services to both regulated private and public clients. Mackenzie earned a Bachelor of Commerce (Hons) degree with a Specialty in Accounting from McMaster University and obtained her Chartered Professional Accountant (CPA, CA) designation.

Nima Sanajian

Managing Director, Investments

Wealthsimple

Nima Sanajian, with 14+ years of investment experience, is Managing Director of Investments at Wealthsimple. He leads asset allocation, portfolio construction, and manager selection/analysis for Wealthsimple. Prior to Wealthsimple, Nima spent about 7 years at CPP Investments focusing on the fund’s strategic asset allocation and portfolio construction as well as designing/managing systematic macro strategies. Prior to that, he was a senior quantitative analyst at RBC. Nima holds a Ph.D. in Operations Research from the Rotman School of Management (University of Toronto

Giovanni Fracchia

Executive Director

LGT Capital Partners

Giovanni Fracchia (Italian) is an Executive Director at LGT Capital Partners in New York. He focuses on origination, due diligence, execution and monitoring of secondary investments.

Prior to joining the firm in 2014, he was an investment analyst with Synergo, a private equity firm in Milan, where he focused on sourcing, carrying out due diligence on and monitoring private equity investments in Italy. Before that, Mr. Fracchia was ana nalyst with Crédit Agricole Private Equity in Paris and Maybrook Saint James, a private equity firm in London.

He holds an MA in Management from the ESCP EUROPE Business School and a BA in Business and Management from University of Turin. He is fluent in English, Italian and French.

Robb Nelson

Chief Executive Officer

Farm Lending Canada

With more than 35 years of successful business and entrepreneurial experience, including 25 years in the Private Lending space specializing in agriculture, residential development, and residential homes, Robb is a practicing mortgage professional, co-founder, and co-owner of AgriRoots Capital Management Inc., now operating as Farm Lending Canada – Canada’s first National Alternative Lender, specializing in the agricultural sector.

In addition, he is the founding Principal, Broker of Record, and CEO of the National Mortgage brokerage FamilyLending.ca Inc. – a mortgage brokerage providing residential, commercial, and agricultural mortgages – founded in 2001. A founding member with the Canadian Association of Accredited Mortgage Professionals, Robb has grown a reputation for being a leading expert in agricultural lending, finance, investment, and mortgages. He offers deep insight and expertise to agricultural borrowers and investors alike, with the objective of keeping farming families on family farms across Canada.

A goal-driven, collaborative, and insightful professional, Robb focuses on identifying opportunities, building financial solutions, and providing high-quality client service.

John Butler

Managing Director

Cohen & Company

John Butler is Managing Director and Head of Cohen & Company’s U.S. Insurance Asset Management Platform and Global ILS Program. From 2012 to 2017, Mr. Butler worked for Twelve Capital, a European asset manager specializing in investment in the insurance sector where he served in various senior roles including Managing Partner & Head of Investment Management. In this role, he oversaw investments principally in fixed income, insurance linked securities and equity.

Prior to this, Mr. Butler worked as Senior Underwriter managing the International Catastrophe and Terrorism reinsurance portfolios of Hannover Re Bermuda, where he was responsible for managing the company’s position as a lead reinsurer particularly in European and Asia-Pacific markets. Prior to this, Mr. Butler spent seven years with the White Mountains Insurance Group, both in Ireland and Bermuda, managing the underwriting of their international non-marine treaty portfolio. Earlier in his career, he worked for entities in the London reinsurance market, underwriting a broad range of business lines. Mr. Butler has served on a variety of advisory boards and non-executive leadership positions in the insurance industry.

Mr. Butler holds an honors degree in Law from the University of London.  He is an Associate of the Chartered Insurance Institute of the UK, a member of the Insurance Institute of Ireland, is qualified as a Chartered Insurer and is appointed a Freeman of the Worshipful Company of Insurers, and a Freeman of the City of London.

Michael Nicks

Deputy CIO

Pepperdine University Endowment

Mr. Nicks is a leader and innovator in the institutional investor community. In over two decades at Pepperdine’s endowment, Mr. Nicks has managed multiple alternative investment portfolios and pioneered new technology and strategies for the investment team. He has run a successful portable alpha strategy for over a decade, and has incorporated machine learning into both the information management and asset allocation processes. He also leads research into new strategies, manager analysis, and portfolio construction. As a former Scuba instructor and dive master, he has a deep appreciation for risk management and a great love of the sea.

Mr. Nicks is a CFA charter holder (2006) and a Chartered Alternative Investment Analyst (2006). He has a Bachelor of Science in Management degree from Pepperdine University and an MBA with an Emphasis in Finance from Pepperdine’s Graziadio School of Business and Management (2002).

John Davitsky

Co-Founder

Golden Hawk Financial & Goldenhawk Real Estate Advisors

John is Co-Founder of Golden Hawk Financial (GHF) & Goldenhawk Real Estate Advisors (GREA) based in Toronto.  The companies help clients by connecting interesting ideas to interesting capital and vice versa. GHF focuses on raising capital for alternative investments in AI, Digital Assets, Battery Technologies, Longevity, Business Aircraft Acquisition as well as Pre-IPO private company shares while GREA focuses on Multi-Family Real Estate Development in Toronto.

John started his career as a Financial Advisor at Caldwell Securities in Toronto in 2009. In this role he was responsible for managing investments for families, corporations and other high net-worth individuals. He progressed through the organization gaining experience in alternative investments, brokering private equity deals, placing shares in late stage pre-IPO companies and investing in digital assets.  In recent years John moved into trading, becoming Head Trader, and finally Vice President, where, as a high touch trader he traded $1B-$1.5B daily for the firm’s largest client.

In  2022, he joined Echelon Wealth Partners, where he worked with their Electronic Trading group to help lead a digital asset project with Fidelity Clearing Canada.  This project developed a concept to hold digital assets for clients on Fidelity’s balance sheet in a traditional finance model. 

Golden Hawk Financial & Goldenhawk Real Estate Advisors were born out of a vision to create exciting and unique opportunities for its clients in the alternative investment & real estate development space.

David Burbach

Partner, CCO

YTM Capital Asset Management

David is a Partner of YTM Capital, a manager based in Oakville that provides better fixed income solutions. He is co-portfolio manager of YTM Capital Mortgage Income Fund, arguably the most defensive mortgage fund in Canada.

During the first 17 years of David’s career he practiced corporate and securities law.  Just before he joined YTM Capital 11 years ago, he led the Legal Department at Mackenzie Investments.

David holds a Honours Business Degree from the Ivey Business School, an LL.B from the University of Toronto, and he is an CAIA Charterholder.

Scott Dickenson

Principal

Northwood Family Office

Scott is a Principal in the family office advisory group at Northwood. In this role, he acts as a trusted advisor to a number of Northwood’s client families in Ontario and British Columbia on their integrated financial affairs.

In addition to his work with Northwood’s client families, Scott co-chairs Northwood’s Business Development and Marketing Committees alongside his colleague Brad Jesson. Scott writes frequently on the Northwood Perspective Blog, helped create the Northwood Quarterly Reading List, and has hosted several episodes of the Wealth of Wisdom podcast series.

Beyond his duties at Northwood, Scott is a guest lecturer at the Rotman School of Management. He is also the Vice Chair of CFA Society Toronto’s Private Wealth Management Committee, and on the Steering Committee of the Forum on Multi-Generational Family Wealth and Leadership.

Outside of work, Scott and his wife Ruth are the proud parents of their son Dean. Scott is also an avid traveler (and self-published writer), who has travelled to over 65 countries on five different continents.

Prior to joining Northwood, Scott worked at RBC Capital Markets in Equity Research and Fixed Income Sales and Trading.

Peter Pulkkinen

Portfolio Manager, Sustainable Private Credit, Lombard Odier Investment Managers

Lombard Odier Asset Management (USA) Corp

Peter Pulkkinen joined LOIM in February 2021. Before joining LOIM, Peter was Portfolio Manager for the Avenue Sustainable Solutions Fund. Peter has over 20 years of relevant industry experience having held senior roles at leading institutions with direct responsibility for sustainable private debt investments across renewable energy, infrastructure and project and asset backed finance at firms including BNP Paribas, Silverpeak, UBS AG, and Deutsche Bank AG. Peter began his career in private credit at Lehman Brothers. Peter earned a B.A. in Political Science from the University of New Hampshire (1992) and a Masters in International Affairs from The Columbia University School of International and Public Affairs, with a concentration in International Finance/Economics (2004).

Eugene Dimitriou

Founding Partner, Origination

Farsight Partners

A veteran finance professional with over 28 years experience across consulting, asset management and investment banking, Eugene Dimitriou focuses on the nexus of life insurer capital management, actuarial matters and investments. Eugene achieved his Fellowship in the Society of Actuaries, holds an MBA in Finance from New York University, and a Bachelors in Mathematics and Actuarial Science from the University of Waterloo.

His firm, Farsight Partners is a life and insurance receivables specialist investment manager that invests in the many opportunities available within the global life insurance space, targeting actuarial risks such as mortality/longevity, accident and health and policy lapsation. Unlike peer funds, traditional US Life Settlements and catastrophe bonds fall out of scope. The strategy has provided long-term, stable and predictable cash-flow generating returns over time with very low correlation to other asset classes.

Ben Keen

Partner

Borden Ladner Gervais LLP

Ben’s practice encompasses all aspects of securities and corporate law, with a focus on public and private financings, investment fund formation and distribution, investment management, private equity and regulatory compliance.

He advises underwriters and public and private issuers, as well as investment fund managers, portfolio managers and investment dealers in connection with registration matters and the establishment, operation and administration of publicly offered and privately placed investment funds and private equity products. These include pooled funds, hedge funds, closed-end funds, mutual funds, other alternative investment vehicles and the placement of securities in Canada of foreign issuers.

He also advises Canadian and international private equity firms and private equity investors in connection with structuring, regulatory requirements and advising on the terms of offerings.

Ben also advises on domestic and cross-border M&A.

Ida Khajadourian

Portfolio Manager, Investment Advisor

Richardson Wealth

For over 20 years, Ida has worked closely with Institutions, Family Offices, wealthy entrepreneurs, and high net worth families building trusted relationships and delivering a high level of holistic Wealth Management services.

Ida’s beliefs include the importance of estate planning, tax minimization, capital preservation and evolutionary portfolio construction using alternative strategies to achieve consistent absolute returns with a risk reward-oriented approach.

Ida obtained a Bachelor of Commerce Degree from the University of Toronto with specialization in Finance and major in Economics. Ida is a multi award winning Portfolio Manager and obtained her Chartered Alternative Investment Advisor (CAIA®) designation in 2005.

Ben Fox

Chief Investment Officer

Members Capital Management

Ben is Chief Investment Officer at Members Capital Management, a newly incorporated investment manager at the intersection of reinsurance, digital assets and the capital markets.  With over 16 years’ experience in reinsurance, insurance-linked securities, investment management, and alternative risk transfer, Ben is responsible for all aspects of the firm’s investment activities, and has previously held senior positions at Hiscox, Ontario Teachers’ Pension Plan, and the World Bank.  Ben holds a Doctorate degree in Seismology, and a Master of Science degree in Earth Sciences, both from the University of Oxford.

Sandy Poklar

Chief Operating Officer and Managing Director

Firm Capital Corporation

Sandy Poklar is currently the Chief Operating Officer and Managing Director, Capital Markets & Strategic Developments for Firm Capital Corporation, EVP Finance for Firm Capital Mortgage Investment Corporation (FC : TSX), Chief Financial Officer and a Trustee for Firm Capital Property Trust (FCD.UN : TSX) and President & CEO of Firm Capital Apartment REIT (FCA.U/FCA.UN : TSXV). Sandy is also a Trustee and Chairman of the Audit Committee for True North Commercial REIT (TNT.UN : TSX).

Prior to joining Firm Capital, Sandy was employed at Macquarie Capital and TD Securities where he was a Vice President in their Real Estate Investment Banking Groups. Sandy is a CPA, CA in Canada, a CPA(US) licensed in the State of Illinois and has his ICD.D designation.

Kent Willmore

Founding Partner & President

AGinvest Farmland Properties Canada

Kent is a highly experienced leader in the agriculture industry with over 30 years of expertise. As the President and Founder of AGinvest Farmland Properties Canada Inc., he has established a successful farmland asset management firm in Chatham, Ontario. In 2018, Kent launched the AGinvest Farmland One Fund, providing investors unique access to Ontario’s fertile farmland. Under his leadership, AGinvest has established three more successful funds that have delivered exceptional results for investors and farm families. AGinvest is committed to creating mutually beneficial opportunities for investors and farm families while supporting food security and promoting sustainable farming practices. Kent holds a Bachelor of Education and a Bachelor of Environmental Science from the University of Waterloo, where he was recognized as an all-Canadian academic athlete.

Kent is a member of the Canadian Association of Farm Advisors (CAFA) and the Ontario Federation of Agriculture, demonstrating his commitment to advancing the industry.

Greg Kalil

Managing Partner

Glengarry Farm Finance

Greg Kalil is the founder and Managing Partner of Stormont Partners, a Toronto based merchant bank with a strong focus on emerging alternatives in real assets.

One of Stormont’s first investments is Glengarry Farm Finance, an alternative lending business focused on providing transitional funding to Canadian farmers who are temporarily unable to access the mainstream banking system.  Greg serves as Glengarry’s CEO, and is a lead investor in the Glengarry Funding LP, an open-ended partnership that provides the capital for Glengarry’s lending activities.

Greg has over 30 years of experience in real estate, infrastructure and renewable power investment and investment banking.  Before founding Stormont, Greg spent 12 years as a Managing Partner at Brookfield Financial, the investment banking arm of Brookfield Asset Management. As head of their Canadian platform and a member of the global management committee, Greg created and led the firm’s Structured Transactions, Public Sector Advisory and Healthcare Real Estate practices.

Prior to Brookfield, Greg co-founded Cornerstone Commercial Realty, which was ultimately acquired by TD Securities where Greg subsequently worked in the Real Estate Investment Banking Group.

In the past, Greg has served on the boards of the Federation of Rental Housing Providers of Ontario, Toronto Community Housing (Chair of Investment and Development Committees), Holy Trinity School, and Trellis Housing Initiatives (Chair), a non-for-profit developer of affordable housing for underhoused single parents.

Greg presently sits on the boards of the Innis College Expansion Capital Campaign and Noozhoo Nokiiyan Limited Partnership (Chair of Investment Committee), the economic development arm of the Mississaugas of Scugog Island First Nation, and Voyageur Services, a construction services company focused on the nuclear power sector in Ontario.

Aleks Karamarkovic

Vice President, Corporate Development

Graywood Developments

As the Vice President of Corporate Development at Graywood Developments, Aleks lead the company’s real estate private equity fundraising program and the origination of real estate partnership opportunities. With more than 12 years of experience in the real estate sector, he has a proven track record of raising capital, sourcing deals, and managing investor relations for a diverse portfolio of projects.

Aleks’ core competencies include financial accounting, audit and tax, financial reporting, and financial modeling, which he developed as a Chartered Professional Accountant (CPA, CA) and a CFA Institute Charterholder (CFA). He also have a strong background in real estate development, fundraising and investments, having been involved in over $500 million in equity fundraising and multiple transactions involving land acquisition, dispositions, joint venture formation, and project financing. His mission is to create value for Graywood and its partners by delivering innovative and sustainable real estate solutions that meet the needs of all stakeholders.

Jordan Villarreal

Manager, Private Capital Research North America and LatAm

Preqin

Jordan manages the Canadian and Latin American research teams for Preqin across its Chicago and New York offices. Preqin is a leader in industry data and insights within the alternative assets space. Jordan’s experience includes working with Canada’s market leaders to gather key data and intelligence. He joined Preqin in 2020 and helped spearhead the creation of the dedicated Canadian research team. Jordan studied at the University of Western Ontario and holds a bachelor’s degree in Economics from Indiana University.