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.

Mack Crawford

Co-Founder & CEO

Longridge Partners

Mack Crawford is the Co-Founder and CEO of Longridge Partners, a Toronto-based private investment firm focused on real estate and strategic ventures. Since founding the company in 2018, he has led its growth to more than 2,000 acres under management across the GTA, emphasizing sustainable development and nature-rich spaces.

Previously, Mack held senior leadership roles in the alternative investment industry, including Managing Director at SS&C CommonWealth and Co-CEO of Caledon Trust Company. He began his career as a Corporate Real Estate Advisor at Devencore and holds a Bachelor of Commerce degree from Queen’s University.

Guided by his passion for the outdoors, Mack’s philosophy is to “invest in good nature.” Outside of work, he enjoys travelling & spending time outdoors with his family and their dog, Carlton.

Jeff Szeto

CFO & Lead Investor

Avana Capital (Single Family Office) Alder Capital Sustainable Ventures (VC and PE firm)

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.

Marcus Daniels

Founding Partner & CEO

Highline Beta

Marcus is Founding Partner & CEO of Highline Beta, a pre-seed VC and corporate venture studio that builds and funds new ventures from day one, earning global recognition as a leader in the venture studio model. With 26+ years as a serial tech entrepreneur and VC general partner, he has made 70+ investments and achieved a top-decile pre-seed track record with 12 exits.

Most recently, he co-founded Highline Beta ETH to harness Ethereum’s potential to reshape TradFi and Web3 innovation. He works closely with family offices to unlock new venture models that preserve wealth, capture asymmetric upside, and deliver exceptional blended returns.

Before Highline Beta, Marcus co-founded and led Highline VC as CEO, served as Managing Director of Extreme Startups, and built and scaled multiple successful digital product companies. A recognized ecosystem leader and global speaker, he also co-leads AI Salon Toronto and VNTR Toronto, a global investor network.

His academic background includes an MBA from Queen’s Smith School of Business, a BA in Psychology and Economics from McGill University, graduate studies in Finance and E-Commerce, and completed the Venture Capital Executive Program at UC Berkeley.

Sudharshan Sathiyamoorthy, 

Senior Quantitative Specialist

Star Mountain Capital

Sudharshan Sathiyamoorthy is Senior Quantitative Specialist at Star Mountain Capital. He brings nearly two decades of experience applying quantitative analysis to investment processes and manager research across alternative investments. Previously, he led Manager Diligence and served as Chair of the Investment Committee at Richter Family Office, where he oversaw due diligence on 50+ funds spanning private credit, private equity, and secondaries, and helped institutionalize the firm’s diligence framework. Earlier roles include developing and managing the external manager program at Alignvest Management Corporation and serving as an Associate Portfolio Manager at the Canada Pension Plan Investment Board, contributing to research and investments in insurance-linked securities and macro/multi-strategy managers. He began his alternatives career at DGAM (acquired by Carlyle) after roles at RBC Capital Markets. He holds a PhD in Physics from the University of Toronto and an MBA (Dean’s Honor List) from Ivey Business School.

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.

Christophe Truong

Senior Director, Co-Investments

Trans-Canada Capital

Christophe is responsible for private market co-investments at TCC, investing in global private opportunities across private equity, private debt, real estate and infrastructure. Christophe joined TCC in 2009 to help with the build-out and management of the private equity and co-investment programs. His past experience includes positions at leading Canadian public and corporate pension plans plans as well as global consulting, banks, asset and wealth management firms in Montreal, Toronto and Paris. Christophe holds a Master of Business Administration from McGill University and a Bachelor of Commerce from Concordia University. He is also a CFA charterholder.

Tom Gillespie

Partner and Head of the Alliance Fund

Geodesic Capital

Tom Gillespie is a Partner and Head of the Alliance Fund at Geodesic Capital, focused on investing in early-stage Deep Tech companies in areas such as space, maritime, power and energy, and autonomous systems. Prior to joining Geodesic, he served for a number of years as a Managing Partner on In-Q-Tel’s Investment Team and Investment Lead for In-Tel’s Deep Tech practice, investing in commercial, venture capital-backed technologies with the potential to address challenges faced by the U.S. national security community.
He has had a particular focus on commercial space technology and has led investments in over twenty space technology ventures, including launch vehicles, remote sensing constellations, space situational awareness, in-space logistics, and satellite componentry investments. In addition to space deals, he has led investments in the areas of robotics, materials, power sources, and autonomous systems, as well as several analytics ventures.
Prior to In-Q-Tel, Tom was a strategy consultant at Booz Allen Hamilton, serving clients in the aerospace, financial services, and government (national security and defense) sectors. Earlier experience includes positions in international privatization and the United States Congress, where he focused on telecommunications, space, financial services, and foreign affairs issue areas.
Tom earned a B.A. in Economics from Stanford University, and an M.B.A. in Finance from the Wharton School of the University of Pennsylvania.

Jonathan Planté

Director, Capital Markets

Omnigence Asset Management

Jonathan Planté is the Head of Capital Formation at Omnigence Asset Management. He is a seasoned alternative investment professional with 18 years of experience and a US$20Bn+ fundraising track record across all alternative asset classes, securing capital from North American and European institutional investors. His expertise spans investment structuring, market expansion, and distribution strategy optimization. Prior to joining Omnigence, he held senior positions in the asset management industry, driving significant AUM growth. Alongside his professional career, Jonathan has been teaching alternative investments at HEC Montréal for 10 years, mentoring students and young professionals entering the asset management industry.

Jonathan holds a Graduate Diploma in Finance from HEC Montréal (Canada), a Master’s degree in International Business Development from ESC St-Étienne (France), and the Chartered Alternative Investment Analyst (CAIA) designation.

Greg Donovan

CEO

Avondale Private Capital

Greg has 17 years of credit-focused structuring, investing, and distribution experience, including 13 years in New York, London, and Toronto with a large Canadian firm. After founding Avondale four years ago to focus on niche underserved areas of middle market private credit and energy transition finance in North America, Avondale has grown to 22 professionals in Canada, the US and UK and has closed $500mm of credit transactions over the last 18 months.

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.

Cam Richards

Chief Investment Officer

Guardian Partners

As Chief Investment Officer at Guardian Partners, Cameron’s mission is to combine the investment strategies and disciplined portfolio construction and risk management utilized by pension funds and endowments, with the customization and client responsiveness required by private clients, to increase the robustness of investment solutions and to enhance the experience of Guardian Partners’ clients. Previously, he served as CIO of the Nova Scotia Health Employees’ Pension Plan, and was the Head of Real Assets at Albourne Partners in London, England. He also served as the Co-Chief Investment Officer of University of Toronto Asset Management (UTAM), and Chair of the Investment Committee for the entirety of the university’s investment assets. Before joining Guardian Partners, he founded Isengard Capital Management, which provided capital markets research to Albourne Partners and also designed a research platform which applied global macro, stock selection and quantitative strategies to generate long and short exposures in stocks.

Cameron is a graduate of Osgoode Hall Law School in Toronto, holds a Bachelor’s Degree in Mathematics from Queen’s University, earned an MBA from the Schulich School of Business and is a CFA® Charterholder. He has been called to the Bar in Ontario.

Darren Coleman

Senior Portfolio Manager

Raymond James

Darren Coleman started in the industry in 1992 and with Raymond James in 2012, providing comprehensive wealth services for a variety of clients. During this time, he has been managing brokerage offices, spearheading industry trends and leading his team at Portage Wealth to new territory.

Darren’s many professional accreditations include: Canadian Investment Manager, Financial Management Advisor and Fellow of the Canadian Securities Institute, with a Level II Life Insurance License and an Honours B.Comm from Ryerson University. He was one of the first Canadian professionals to attain the Professional Financial Planner, Certified Financial Planner and Certified Hedge Fund Specialist designations. Due to his success as an advisor in alternative investments, he was the first advisor to sit on committees for the Alternative Investment Management Association (AIMA), and on the Board for the Hedge Fund Association, as a member and an instructor.

An industry veteran before coming to Raymond James, Darren held management and advisor positions at major bank-owned brokerage and financial services firms. Through this experience, together with his involvement with industry boards, he has built a network of professional relationships with the industry’s top managers, firms and executives, through which he is able to offer his clients superior due diligence, access and insight.

Darren is considered a champion of Raymond James’ cross-border service offering and is among the Global Top 50 group of advisors within the firm across North America and the U.K.

He frequently speaks at conferences and educational events and currently sits on the Editorial Board for Advisor’s Edge Report for Canadian investment professionals, and is frequently interviewed for the Globe and Mail.

Prathna Ramesh

Partner

FutureSight Ventures

Prathna is an early-stage investor and operator in B2B SaaS companies. She is currently a Partner at SF & Toronto based FutureSight, a Vertical AI/B2B Saas firm that backs repeat entrepreneurs with an all-star team and formation capital. She is the former Managing Director of Maple Leaf Angels in Toronto, one of Canada’s most active angel networks, and served as GP of the MLA48 and Chief Compliance Officer. Prathna holds a Commerce degree from the Rotman School of Management, an Executive MBA from the Smith School of Business at Queens University and is an OSC licensed Exempt market professional.

Gavin Reiff

Vice-President, Real Estate Advisory

Richter Family Office

Gavin leads the Real Estate practice at Richter, managing its Real Estate Business Advisory and Investment Management services.

Gavin has real estate investment experience in both institutional private equity and public market environments. He has extensive investment transaction and management experience as a principal investor and a joint venture partner. Gavin is also a member of advisory boards for real estate investment funds.

Allan Perez

Co-Founder & Chief Executive Officer

CanFirst Capital Management

Allan Perez is a co-founder & Chief Executive Officer of CanFirst Capital Management, a private real estate equity firm. CanFirst invests on behalf of institutional and private high net worth investors and has raised in excess of $1.5 billion of equity capital since its inception. Allan’s real estate career encompasses 40 years of senior executive positions with real estate organizations including The Prudential Insurance Company of America, Canderel Ltd., Dundee Realty Corporation and V&A Properties. His responsibilities included acquisition and disposition, development, marketing, leasing, e-commerce and asset management.

Allan graduated from McGill University in 1980 with a Bachelor of Commerce degree where he majored in Finance and Marketing.

Tony Deegan

Senior Vice President, Capital Markets

Walton Global

As Senior Vice President, Capital Markets at Walton Global, Tony Deegan is responsible for sourcing new debt & equity capital for Walton and its investment vehicles, maintaining and growing client and partner relationships, and assisting in the execution of investment strategies in both Canada and throughout Latin America. Tony has held multiple executive level positions over his 24 years with Walton including COO for Walton for Southeast Asia out of Singapore in 2018 and 2019, President of Walton International Group Canada from 2015 to 2017 and positions in Business Development, Operations, Marketing, and Investor Relations