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

Victor Kuntzevitsky

Portfolio Manager

Wellington-Altus Private Counsel

Victor is responsible for directing all external manager research focusing on the investment process including selection, due-diligence, benchmarking, and monitoring. He is intimately involved in every step of the investment cycle and an integral part of the team.

Prior to joining Wellington-Altus, Victor spent the first nine years of his career at a Markham-based Multi-Family Office where he worked to help create, monitor and maintain bespoke portfolios across a broad set of public and private investment strategies.

Victor graduated with an Honours Bachelor of Commerce degree from McMaster University. Victor is a CFA charterholder and has also obtained the Chartered Alternative Investment Analyst (CAIA) designation. He is a lifelong learner, intellectually curious, and has interest across many disciplines.

Victor is committed to philanthropy and giving back to the community. He now sits on the board of ‘Second Kicks’ which distributed close to 10,000 of lightly used soccer equipment to communities in Canada and around the world in 2020. He also co-founded the organization ‘Get Swabbed’, which has since expanded to all Canadian universities with a goal of enlisting donors to Canadian Blood Services’ bone marrow registry.

In his free time Victor enjoys reading, watching travel shows, cooking (and eating), and spending time with his wife and young kids.

Elina Surkov

Investment Advisor

Wellington-Altus Wealth Management

Elina Surkov is a highly skilled Investment Advisor at Wellington-Altus, with over a decade of experience in the financial sector.  Elina and her team’s focus is on the long-term with an aim to establish lasting relationships with each and every client that range from high-net-worth individuals and families to industry veterans like family office CIO’s, traders, hedge fund managers, private equity and venture capitalists, and angel investors.

Elina has a strong academic foundation with a Master of Science in Financial Markets and an MBA from France. Her career is marked by roles in various prestigious organizations, from private banking and family offices in Monaco to independent investment companies in Canada, demonstrating her expertise in portfolio construction, alternative investments, and a commitment to professional development.

James Burron

Co-founder & Partner

CAASA

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

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

James currently sits on the Canadian Investment Funds Standards Committee (CIFSC), which categorizes mutual funds and alternative mutual funds (aka liquid alternatives) for the retail space in Canada. He is also called upon by membership and industry groups to speak to risk ratings and portfolio placement of all types of alternative investments.

James also has experience in research and writing for the CAIA Association (holding the designation since 2006) as well as serving on CAIA’s exam council and as a well as other duties. He had roles in institutional sales and FoHF structuring in Seoul, South Korea, as a Product Manager at ICICI Wealth Management, and as an Investment Advisor at RBC Dominion Securities. James graduated from Simon Fraser University with a BBA (Finance).

Colleen Redmond

Vice President, Investment Product Research

Morgan Stanley Wealth Management Canada Inc.

As part of the product team at Morgan Stanley Wealth Management Canada (MSWC), Colleen is responsible for conducting initial and ongoing due diligence on various investment products including mutual funds, ETFs, SMAs and alternatives. She works closely with internal and external partners to build out the MSWC product shelf. Prior to joining Morgan Stanley in 2022, Colleen spent over seven years at CI Global Asset Management including four years as the product manager for CI’s suite of liquid alternative products. She also held roles in operations, client services and sales. Colleen holds a BBA from Wilfrid Laurier University and is a Chartered Financial Analyst. Colleen is an avid runner. In her spare time, she enjoys training for her next marathon.

Martin Pelletier

Senior Portfolio Manager

Wellington-Altus Private Counsel

Martin has over 20 years of investment industry experience including senior-level positions in both institutional equity research and portfolio management.

Martin is currently a senior portfolio manager at Wellington-Altus Private Counsel (previously TriVest Wealth), an award-winning portfolio management firm (Wealth Professional 5-Star Asset Manager 2022), where he is the co-manager of the firm’s risk-managed balanced fund and helps oversee custom built, HNW and UHNW private client portfolios.

Prior to co-founding TriVest and its sale to Wellington-Altus in early 2020, Martin’s career was focused on institutional energy equity research and capital markets primarily at two top-ranked boutique investment banks. He provided investment recommendations on energy markets, commodities, and individual security selections to institutional fund managers located in Canada, the U.S. and Europe.

Martin is regularly featured in the media as a market strategist including his weekly column to the Financial Post’s Investment Pro section for the past decade. He was won numerous awards for his passion for financial education and quality of service provided for his clients.

Martin holds a Bachelor of Commerce degree with a specialization in finance from the University of Alberta, studied international economics and finance at Örebro University in Sweden, and is a Chartered Financial Analyst (CFA) Charterholder.

Martin grew up in a small farming community in Northern Alberta and believes in the power of positive innovative change having lived in Canada’s first Eco-community. He and his family is also passionate about mental-health awareness initiatives focused on youth impacted by ADHD, OCD and Autism. On weekends, his family can be found on a mountain either freestyle/big mountain skiing or downhill mountain biking.

Bob Simpson

Vice President Portfolio Strategy

Wealth Stewards

Bob Simpson Is Vice President Portfolio Strategy for Wealth Stewards Inc., a Toronto-based Wealth management firm, Co-founder of PrivateDebtandEquity.ca and host of My Private Network Podcast, both designed to educate investors about investing in private markets.

Prior to joining Wealth Stewards, he was President of Synchronicity Performance Consultants, a consulting and coaching firm focused on successful financial advisors across North America.

Prior to that he was SVP National Sales and Fixed Income Strategist at Midland Walwyn, portfolio manager for a publicly-traded insurance company and a successful financial advisor at Nesbitt Thomson.

Brian D’Costa

Founding Partner & President

Algonquin Capital

From Captain in the Airborne Regiment to managing global trading businesses, Brian has achieved tremendous success as a leader, trader, and risk manager. As the former Global Head of Fixed Income and Rates for CIBC, he was responsible for the bank’s entire bond and rate trading business, overseeing 40 traders globally. Before that, Brian spent 11 years with TD Securities, where he was the Global Head of Vanilla Interest Rate Derivatives, managing trading teams in Toronto, London, Tokyo, and Sydney.

As a Captain in the Canadian Armed Forces, he was awarded the Chief of Defense Staff Commendation for exemplary leadership for his peacekeeping services in Iraq. Brian is a member of the Bank of Canada Fixed Income Forum. When not in the office, Brian can usually be found in the gym, at a hockey rink, or undertaking an ambitious gardening project.

Jocelyn Courcelles

VP Client Relations & Business Development

Fundata Canada

Jocelyn joined Fundata Canada in January 2014.  Prior to joining, he held roles with the Canadian Armed Forces, Invesco, and TD Commercial Bank.

Mark Allen

Senior Portfolio Manager

RBC Dominion Securities

Mark has more than 20 years of experience serving corporate and private clients. He and his team provide wealth management services to private individuals and family office clients.

Mark has experience co-managing over $1 billion of private client assets, including as a head-office portfolio manager at RBC handling institutional-level asset pools. As a Vice President, Mark was previously a member of RBC’s Global Portfolio Advisory Committee, which establishes investment strategy for the firm.

Prior experience includes Director-level roles in investment banking and mergers & acquisitions at the global bank, UBS AG, and at the Bank of Nova Scotia. From 2000-2008, he advised on transactions totaling $18 billion for corporate clients in Canada, the U.S. and Europe.

Mark graduated with the highest GPA of 496 students in the Faculty of Applied Science (engineering) at Queen’s University and with the highest GPA of ~100 students in his MBA class at the University of Toronto (Rotman School of Management).

Mark is a Board member of the national charitable organization, Mental Health Research Canada.

He and his wife live with their young twins in Toronto.

Brianne Gardner

Wealth Manager & Financial Advisor

Raymond James Ltd.

Brianne is the Senior Wealth Manager and the Managing Partner of Velocity Investment Partners at Raymond James, where she utilizes her extensive knowledge and expertise to serve high net worth families with complex financial needs. Her ability to comprehend the unique financial challenges of multi-generational families distinguishes her in the industry and offers clients the confidence and assurance they need.

She heads a team that caters to an exclusive clientele of individuals and wealthy families across Canada and the US who are seeking a personal trusted partner and CFO to manage their financial affairs with expert guidance. She and her team are now one of the fastest growing teams across Canada and is a regular media contributor on BNN Bloomberg, The Globe & Mail, Financial Post and much more.

Ted Karon

Portfolio Manager

RBC Dominion Securities

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.

Conner Sura

Portfolio Manager

TURN8 Private Wealth

Conner is an accomplished investment professional with a diverse background in portfolio and wealth management, investment research and product strategy. He currently serves as a portfolio manager at TURN8 Private Wealth, a boutique wealth management firm known for its commitment to innovation and tailored portfolio solutions. Within TURN8, Conner oversees the management of fixed income and alternative investments across three pooled vehicles. Before joining TURN8, Conner spent time working at a prominent Toronto-based multi-family office, a long/short credit hedge fund, and one of Canada’s largest mutual fund manufacturers. He holds a bachelor’s degree in mechanical engineering from Queen’s University and has earned the CFA designation. Additionally, Conner is registered as a portfolio manager with the securities regulator.