Neil Nisker

Co-Founder, Executive Chairman, and CIO

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

Mindy Mayman

Partner, Portfolio Manager

Richter

As you create significant wealth, having independent, objective advisors to help you manage said wealth is crucial. Mindy assists her clients through the challenges inherent to wealthy families and helps them secure peace of mind for today, and comfort and clarity for the future.

Mindy joined Richter in 2006, as its unique family office business model was beginning to take shape as a completely independent entity. This division has since grown, and focuses on wealth management, philanthropy, insurance needs and family governance. Mindy advises clients on the design and implementation of plans to help them achieve their financial objectives, quantifying goals and then determining the most appropriate asset allocation and financial solutions. Acting with complete independence and objectivity, Mindy recommends the proven third-party managers to optimize her clients’ investment strategies.

A skilled financial advisor, Mindy is able to craft and deliver advice that is practical, understandable and relevant to the goals and objectives of ultra-high-net-worth families. Her insights and well-rounded expertise make her a trusted resource for many prominent business leaders and their families.

Cameron 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.

Michael Branco

Founder & Chairman

Celeste Ventures

Michael specializes in bootstrap start-ups with the ability to take organizations and ideas from scratch and bring them to reality. Michael now works closely with venture partners to capitalize new organizations and deliver value to the key stakeholders.

Michael’s first self-created startup is Fireminds, a technology solutions company, headquartered in Bermuda with staff in US, Canada, Caribbean, South America and Europe, serving international clients in Bermuda, North America and the Caribbean. In 2017, Fireminds received a major investment from ATN International (Nasdaq:ATNI), Inc. to expand its operations and join the group of telco companies.

In addition, Michael founded Premier Tickets in 2009 which is now a leading ecommerce company serving Bermuda based and global clients such as America’s Cup 35, SailGP and the PGA. In 2019, PTIX merged with AAC Saatchi Saatchi a full services ad-agency based in Bermuda; Michael led the strategic acquisition of the marketing company. Furthermore, Michael secured the airport advertising contract for Bermuda Skyport under AAC Media and placed the new CEO of AAC-PTIX.

Michael also started Innovation House, a seven-story commercial property; converting it from a distressed property to a fully occupied office hub with tenants ranging from legal, insurance, tech start-ups, retail to a doctor’s office.

Michael has 20+ years’ experience in technology consulting and an extensive background in start-up businesses and initiatives. Michael has the ability to create innovative technology solutions, build people centric organizations and solve problems; fueled by coffee and hands on technology skills.

Michael earned his Computer Science degree from Western University and pursued graduate studies in Artificial Intelligence and Distributed Databases at Stanford University. Michael earned his MBA from the Richard Ivey Business School and completed Board of Directors College training at Stanford Law School.

Michael is a Justice of the Peace / Commissioner of Oaths in Bermuda, District Grand Officer of the Freemasons UGLE Bermuda, Past President of the Freemasons Charitable Fund Bermuda, Incoming Chair of YPO Bermuda, Board member / advisory of Fireminds, Premier Tickets, Innovation Ltd, Treefrog Consulting, AAC Saatchi Saatchi, AG Research, Bermuda First Advisory Group, Bermuda College Task Force and the Corporation of Hamilton Infrastructure Committee.

In Michael’s “spare” time he loves spending time with his wife and two daughters in their home in Bermuda. Michael is an avid golfer currently playing off a 12 handicap.

Desmond Kingsford

Founder

Highwood Value Partners

 Desmond Kingsford is Highwood Value Partner’s founder and is registered as The Firm’s Portfolio Manager.  He holds an MA in Philosophy from Cambridge University, a B.Commfrom McGill University in Finance and Math and is a CFA Charterholder. 

Prior to founding Highwood Value Partners, Mr. Kingsford was a Senior Analyst and Partner of MSD Partners (Europe) LLP, the European office of MSD Capital LP, the exclusive manager of Michael Dell’s personal capital.  Mr. Kingsford spent 11 years at MSD as part of the European team, which grew from three people managing $200mn of capital to a five personinvestment team managing the $1.2bn European Opportunities Fund(“EOF”), an opportunistic, fundamental value fund across equities and credit in Europe. Prior to MSD, Des was a Vice President on the Consumer team for Putnam Investments from 2002 to 2007, also based in London. 

Mr. Kingsford now resides in British Columbia, Canada with his wife and three children.

Charlie Morris

Co-Founder

CMCC Global

Charlie is the co-founder of CMCC Global, a blockchain asset management company that manages three digital asset funds as well as the Liberty Bitcoin Fund. CMCC Global was founded in Hong Kong in 2016 and today has offices in Asia and North America. It has a particular focus on Fintech innovation in Asia. Charlie’s background as both a software engineer and management consultant allows him to combine a deep technical understanding of blockchain technology with the ability to evaluate its business implications.

Charlie’s involvement in the blockchain space has included advising financial institutions, developing blockchain applications and investing in companies and protocols. He has given keynote addresses at the CLSA Investor Conference, Franklin Templeton annual offsite and the Global Investment Forum. He has also presented to senior management at many large institutions including Fidelity, Putnam Investments and Wellington Management.

Paul Stapleton

Chief Technology Officer

Fidelity Clearing Canada

A 23-year veteran of the Canadian financial industry, Paul Stapleton joined FCC in May 2017. He manages evolving technology strategy and continuous platform development, implementation and delivery of new services and solutions, and technical alignment to help clients service their businesses.

Paul was part of the executive team that built DundeeWealth from independent IIROC and MFDA dealers in the early 2000s, before the firm’s sale to ScotiaBank in 2010.

Recently, Paul served as SVP, Information Technology, for investment dealer Dundee Securities, and as VP, Information Technology, for merchant banking firm Dundee Corporation. He graduated from Trinity College in the University of Toronto and has completed the Partners, Directors and Senior Officers (PDO) course.

Mike Quinn

Principal, Chief Investment Officer

RPIA

Mike co-founded RPIA in 2009 and, as its current Chief Investment Officer, is responsible for formulating and implementing the firm’s investment strategy across the funds. Mike chairs both the Investment Committee and ESG Committee and sits on the Risk Committee.

Mike is a former Managing Director at RBC Capital Markets, and during his 15 years at the bank, he held increasingly senior roles, including managing the global credit trading business and the global structured credit business. Mike brings to RPIA an expert knowledge of the global credit markets and extensive experience managing credit risk exposures across multi-billion dollar portfolios. Prior to joining RBC Capital Markets, Mike worked for a leading Toronto-based real estate developer as a Leasing Manager.

Mike holds a BComm from Queen’s University and an MBA from the University of British Columbia. He is a member of the Advisory Board of Smith School of Business and is involved with several charitable organizations, including being a Board Member for Beat the Streets Toronto and sitting on the Quinn Family Future Foundation Board.

Lorne Sugarman

CEO and Director

Metaverse Group

Lorne Sugarman is a seasoned senior executive with diverse experience across direct C-level operating experience, investment banking and principal investing.

Lorne is CEO and Director of the Metaverse Group where he has developed an eight figure virtual real estate portfolio. Prior to the Metaverse Group, Lorne was previously the CEO of Wellpoint Health Services for 9 years where he grew the business to over 250 employees, completed and integrated seven acquisitions and ultimately was sold to CloudMD (TSX: CMD).

Lorne spent over 20 years in advisory services with over 15+ years at GMP Securities, most recently as MD / Head of Technology Group, and spent almost 4 years as Principal at KES7 Capital Inc. Lorne started his career with Deloitte Consulting and Deloitte & Touche providing advice to clients in North America.

Lorne holds a BA from Western University and a MBA from the Rotman School at the University of Toronto.

Nancy Hoi Bertrand

Private Banker

Citi Private Bank

Nancy joined Citi Private Bank in 2006 and has over 20 years of capital markets experience. She 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.

Previously, Nancy 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. She is a Past President of the Toronto CFA Society and the former Chair of the 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. She received her Chartered Financial Analyst designation in 2002.

Nancy sat on the cabinet of the Royal Ontario Museum’s Young Patrons’ Circle. Nancy graduated with an Honours in Business Administration (Dean’s List) from the Richard Ivey School of Business of the University of Western Ontario 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 speaks Mandarin, Cantonese and French. She is married and raising a teenage daughter.

Mark Maybank

Co-founder and Managing Partner

Maverix Private Equity

Mark is a Co-founder and Managing Partner with Maverix Private Equity where he leads the collective team and firm operations. As an active investor, director, advisor and entrepreneur, he has a wealth of experience spanning across multiple industries and geographies. This includes financial services, technology, health and wellness, media, telecom, oil and gas, services, and advanced manufacturing. With a passion to drive growth with a focus on human elements, Mark strives to scale Canada’s strong and vibrant innovation-based ecosystem.

Prior to Maverix, Mark was the President and COO of Canaccord Genuity Corp, where he led the expansion of their wealth management and international capital markets businesses, positioning the firm as a global leader in commodity and technology financing.

In addition to being EVP, Corporate Development at Itemus Inc., a technology firm, he was also a Senior Technology Analyst with Yorkton Securities, and CFO of ECS Enhanced Cellular Communications, a US-based cellular services company. Mark earned his Chartered Accountant and Chartered Business Valuator designations at Deloitte in the audit, tax, and valuation advisory practices. Currently, Mark is the Chairman of Fleet Canada Inc. and serves on other boards including Forum Equity Partners and New Latitude Capital. Previously, he served on several boards including Executive Chairman (Advisory) of the Kirchner Group, Knix Wear, Entrec, Empire State Connector, Biologix, Moraine Capital, and Canaccord Genuity Financial.

Mark is an active philanthropist with former roles as Co-Chair of Gold Medal Plates, a Canadian Olympic Foundation program, Special Advisor to the Treasury Board of Canada, Ambassador for World Bicycle Relief, Advisor to SpiderTech cycling, member of the Corporate Advisory Board of the Art Gallery of Ontario and guest lecturer at the Director’s College.

Outside of the office, Mark and his family enjoy an active lifestyle which includes skiing, biking, running, and swimming. They enjoy travelling and spending time in Annecy, France and the Okanagan Valley, BC

Jason Moore

Client Portfolio Management

Man Numeric

Jason Moore is the Head of Client Portfolio Management at Man Numeric.

Prior to joining Man Numeric in 2015, Jason was a product specialist at BlackRock for the Small and Mid-Cap Growth equity team. He began his career at State Street Research.

Jason graduated from Connecticut College with a bachelor’s degree in economics. He is a member of the CFA Society Boston and is a CFA charterholder.

Kamal Hassan

Managing Partner

Loyal VC

Kamal Hassan is a Managing Partner of Loyal VC. Loyal is an open-ended, globally diverse fund with investments in 200+ companies in 50+ countries designed to minimize systemic bias inherent in the investment process to unlock greater returns. Loyal also benefits from its network of 600+ expert advisors who work closely with the company founders. 

Loyal is the fund Kamal wished he had available during his 20-year career as an entrepreneurial CEO and 15 years as an angel investor. The fund was created by drawing upon his professional and philanthropic experiences: including the networks that stem from his time as a Global Director with the Founder Institute accelerator, former INSEAD Alumni Association President, as a consultant at Bain & Co, and as an engineer at IMAX. Kamal has an INSEAD MBA and a degree in engineering physics from Queen’s University. He has traveled to over 100 countries and speaks five languages.

Jason Campbell

Principal

Eckler

A Principal within Eckler’s Investment Consulting practice, Jason joined the firm in 2006. He provides investment strategy advice to a wide range of institutional clients, including DB and DC pension plans, endowment/foundations, single family offices, corporations and non-profit organizations.

In addition to consulting responsibilities, Jason is a member of the Investment Research Steering Committee which oversees investment manager and strategy research.

Jason’s specific area of expertise is alternative investments including infrastructure, real estate and private equity/debt strategies.

An active volunteer within the pension and investment community, Jason has authored several articles and presented on investment strategy at numerous conferences. He is currently a member of the Canadian Investment Review Advisory Board, a volunteer on the CNIB’s National Investment & Pension Committee and a director with the National Ballet School Foundation.

Jason graduated from the University of Western Ontario in 1999 with an Economics degree. He has also earned the designations of Chartered Financial Analyst and Chartered Alternative Investment Analyst.

Funke Okubadejo

Director

Actis

Funke is an experienced private equity and real estate investor, at Actis since 2007, with a strong track record in key sectors  including real estate projects with GAV of >$550m in office, retail and hospitality sectors across Africa. Funke is leading the Actis’s real estate income fund strategy for Africa.

Prior to joining Actis, Funke gained six years private equity experience spanning origination, investment structuring and asset management at African Capital Alliance, a leading Nigerian private equity firm where she also helped to establish its real estate fund.

Funke started her career at Arthur Andersen (Now KPMG Professional Services), is a qualified chartered accountant and holds a Bachelor of Science in Chemical Engineering from the University of Lagos and a Masters in Finance from the London Business School.

With prior her experience in assurance and business advisory, she brings rounded skills to add value at both strategic and operational levels to management and project teams to attain set business objectives.  She is also an experienced board director having served on various boards over the past two decades.  Funke is also a member of the Actis Macro Forum which is a global grouping that reviews macro trends in emerging economies.

Erik Dmytruk

Portfolio Manager & Managing Director

Slate Securities

Erik heads up Portfolio Management at Slate Securities, employing a wealth of real estate investment experience. Previously Erik was Director and Portfolio Manager of real estate at AIMCo. Experience in virtually all real estate asset types and geographies.

• Was integral in growing AIMCo’s real estate investments from a $2 billion domestic portfolio to more than $21 billion globally.
• Gained extensive experience in all aspects of the real estate investment process including acquisitions, development, tactical asset planning, leasing initiatives, JV arrangements, portfolio construction and risk management.
• Managed a public markets portfolio with a value in excess of $650 million which was successfully implemented in order to complement the global real estate portfolio by taking advantage of dislocations that occur in public markets and to diversify with strategic long-term investments.
• Property development in excess of $1 Billion in all stages, including land acquisition, entitlements, design, horizontal and vertical development
  • Office properties, Residential lots, industrial, multi-family and condominium, Retail, UK entitlement/densification.
• Establishment of partnerships, and fund investment in various geographies including the UK, Europe, USA, and Mexico
  • Diligence of local management teams, direct acquisition of local properties and a full understanding of partnership agreements and cross border tax structures.
• Prior to joining AIMCo, he competed briefly on the professional tennis circuit after earning ITA NCAA All America team status as a collegiate athlete.
• Erik graduated with Honors from the University of California – Berkeley with a Bachelor of Science degree in Business Administration, and he is a CFA Charterholder.

Athas Kouvaras

Client Relationship and Development Manager

Richter Family Office

working with UHNW families. He brings 20 years of experience in the investment industry with an emphasis on alternative investments. Before joining Richter, he was a Partner at Alignvest Investment Management with a focus on business development. Prior roles included being a Regional Director for Russell Investments, where he was responsible for mid-market institutional business development and a Regional Sales Manager role at Man Investments Canada. He began his career at BluMont Capital, where he was a research analyst.

Athas is a CAIA Charterholder and a member of the Chartered Alternative Investment Analyst Association. He holds a Bachelor of Commerce degree from the University of Toronto.

Daniel Leger

Managing Director

MGG Investment Group

Mr. Leger is responsible for managing all of MGG’s sales and marketing related efforts.

Prior to joining MGG, Mr. Leger was Head of Strategic Planning and Client Services at Akre Capital Management in Virginia where he helped grow the then 24 year old firm’s private partnership and mutual fund assets from $2 billion in 2013 to approximately $14 billion in 2019. Previously, he worked as Managing Director, Head of Marketing at Geosphere Capital, a $1.4 billion hedge fund based in New York City. Prior to that, he worked in a similar capacity at Steel Partners, a $5 billion global activist manager. Mr. Leger began his career in asset management at BRI Partners, a venture capital firm and joint venture with Mesirow Financial, that seeded hedge funds, helping grow their collective assets to in excess of $5 billion.

Mr. Leger received his doctorate in political philosophy and international relations from The University of Notre Dame in Indiana and his BA from Concordia University in Montreal, Canada.

Dev Gopalan

Partner & Portfolio Manager

Sagard

Dev Gopalan is a Partner & Portfolio Manager, Sagard Senior Lending Partners and joined the firm in 2021. Dev is responsible for overseeing the Senior Lending strategy at Sagard. He is based in New York, US.

Prior to Sagard, Dev served as the CEO of Angel Island Capital, Head of US Private Credit at KKR where he was a member of the Global Private Investment and Portfolio Management Committees, and a Principal at Canada Pension Plan Investment Board (“CPPIB”) in the Credit business. Dev also worked at Barclays, Goldman Sachs, and JPMorgan in various roles in Leverage Finance.

Dev holds a M.A. from Brandeis University and BS from Georgetown University. In addition, he is currently on the board of Finding Ferdinand, Nobordist, inKind Cards, and Rebounds Hounds, a NYC dog rescue.

Theresa Shutt

Senior Vice President

Fiera Private Debt

Theresa Shutt is Senior Vice President for Corporate Private Debt at Fiera Private Debt. Prior to joining Fiera Private Debt in July 2019, she was the Chief Investment Officer of Private Debt with Integrated Asset Management.

Ms. Shutt is responsible for the overall strategic direction and operation of the Corporate Debt Financing Team. In this role, she provides leadership in support of business development, investment approval, fund strategy and portfolio management. With over 20 years of experience in corporate lending and capital markets, she contributes to the success of the business by growing AUM through strategic capital deployment and the development of innovative private debt strategies.

Prior to Fiera Private Debt, Ms. Shutt was a Managing Director with BMO Corporate Finance where she developed customized financing solutions for mid-market Canadian Companies. Previous to this role, she held a variety of roles at RBC and Scotiabank structuring fixed income and equity derivatives for corporations and asset managers. She began her career working as an economist for the Conference Board of Canada.

Theresa Shutt holds a Bachelor of Arts (BA) in Economics (Honours) from the University of Alberta, a Master of Arts (MA) in Economics from McMaster University and a Master of Business Administration (MBA) from the Rotman School of Management of the University of Toronto. Ms. Shutt is a Chartered Financial Analyst (CFA) charterholder.

Joseph Bakish

Portfolio Manager, Wealth Advisor, Investment Advisor

Bakish Wealth, Richardson Wealth Limited.

Joseph Bakish is a Portfolio Manager, Wealth Advisor, Investment Advisor at Bakish Wealth, at the firm Richardson Wealth Limited.

Named Canada’s Top Under 40 Investment Advisors in 2020 by Wealth Professional Magazine, Joseph Bakish has built his career by putting the best interests of his clients at the forefront of his objectives.

After initially building a solid practice at Investors Group, Joseph realized that as business and the industry was evolving, they needed a change. Bakish Wealth joined Richardson Wealth six years ago, which has opened the door to a wider universe of alternative assets that can add value and enhance portfolio diversification – from private equity and real estate to private debt. Clients have responded well to their unbiased access to investment solutions, which has led to a growing referral base and the expansion into their third client segment of high-net-worth investors. Bakish Wealth’s book boasts $242 million in assets under management (AUM) across 490 households, as well as a large insurance component.

Most of their clients are between 40 and 60 years old, and many are research-oriented physicians, medical researchers, and university professors. Their clients also include high-net-worth business owners and high-potential young professionals. For prospects with established careers, their minimum

investment is $1 million.

Atul Tiwari

Chief Executive Officer, Americas

Cult Wines

As Chief Executive Officer, Atul Tiwari leads the team and is responsible for the overall strategy and development of Cult Wines Americas. Hailed by Investment Executive as ‘having a knack for knowing what’s next’, Atul is thrilled to have successfully married his extensive investment experience with a passion for wine to introduce this unique asset class to the Americas market. Atul leads with investment rigor, excellent client relationships and unparalleled knowledge of the asset class.
Atul’s background speaks for itself, before building Cult Wines Americas, he was employee number one at Vanguard Canada. As CEO for the company, together with his team, he helped pioneer ETF investing in Canada and grew the company from $3 to $30 billion in assets over 7.5 years. Prior to Vanguard, he held progressively senior positions at BMO Financial including senior vice president of BMO Asset Management, heading up the BMO US mutual fund business in Chicago before going on to lead the charge for BMO to enter the ETF business as the founding President of BMO Exchange Traded Funds. In 2018 he received the Indo Canada Chamber of Commerce award for Corporate Executive of the Year and has twice been named to Wealth Professional’s annual list of People to Watch in the industry. Atul is a member of the Independent Review Committee for Mackenzie Funds, a Director of the D.D. Foundation, which provides free medical care and education to the disadvantaged in India, a member of the Advisory Council for the CFA Society of Toronto and an Honorary Trustee of the Royal Ontario Museum.
In addition to his personal interest in wine, Atul has also managed a 4000-bottle cellar of fine Burgundy for the Toronto Chapter of the Confrerie des Chevaliers du Tastevin over a five-year period. After earning his law degree from Osgoode Hall Law School (Canada), he began his career in law, practicing in London (UK) and Toronto before transitioning to finance.

Mitchell Nicholson

Manager

KPMG

Mitchell is a Manager in KPMG’s Cryptoasset practice and has spearheaded its recent treasury and NFT initiatives. Additionally, Mitchell helps deliver KPMG’s educational workshops, strategy development, and vendor assessments for institutional investors and financial services firms seeking to adopt cryptoassets. Prior to joining the firm, Mitchell spent 2 years as an Economist at the Bank of Canada and in his personal time he actively researches and invests in the cryptoasset space.

Jean Courcelles

Portfolio Manager

Mirabaud Canada

As a portfolio manager, I help individuals and institutions make the most of their capital. To serve them optimally, I decided to join Mirabaud, a Swiss banking and financial group of international scope which employs more than 700 people, spread over four continents. The group’s assets under management now stand at more than $54 billion CAD, making it the third-largest private banking group in Geneva.

In addition to my own expertise, my clients can also benefit from the network and experience of the 200-year history of this family company. In Montreal as in Geneva, we are guided by our values: independence, responsibility, and integrity. These dictate a measured business policy and strict risk management aligned exclusively with the interests of our customers.

When I am not advising clients, I like to escape the city and stay connected to the great outdoors by cycling, hiking, and running.

Ajay Gopal

Partner

Framework Venture Partners

Ajay Gopal is a Partner of Framework Venture Partners. Based in Toronto, Ajay has over a decade of combined VC and alternative investments investing and capital markets experience. With an entrepreneurial background, Ajay is a partner of a healthcare services company currently in operation in Toronto. Ajay currently serves on multiple Boards of Framework portfolio companies including Paper, Countingup, FlipGive and Daisy Intelligence. As a student of engineering with prior operational technology experience, Ajay is keenly interested in meeting with technology companies across all verticals and focused on helping entrepreneurs with the scaling journey.

Marcus Daniels

Founding Partner & CEO

Highline Beta

Marcus Daniels is a Founding Partner & CEO of Highline Beta where he leads visionary execution, strategic deals, corporate venture co-investment and startup funding. He has 21+ years as a serial tech entrepreneur & operating executive with a top decile pre-seed investing (34 startups) track record. 12+ years working with Fortune 1000 companies advising on corporate innovation models & building a pipeline of new corporate ventures beyond the core business. Formerly the Co-Founder & CEO of HIGHLINE.vc and Managing Director of Extreme Startups, Marcus continues to help evolve accelerator models to make corporate-startup collaboration work

Jay Barrett

Managing Director, National Sales

SmartBe Investments

Jay Barrett is Managing Director, SmartBe Investments.  He has held positions with some of Canada’s premier firms including RBC, BMO and more recently with CIBC Asset Management as Executive Director.  Jay completed his undergraduate degree at St. Francis Xavier University in 2001 and graduated in Financial Management at Cornell University in 2018.  His background includes extensive experience in public and private markets as well as alternative and quant-based strategies.  Jay lives in Montreal and is board member at Mile End Community Mission and the Trinity Center Foundation.

Matt Piselli

Portfolio Manager

FORT LP

At FORT, Matt heads the development of fully systematic strategies in commodity markets as well as assisting in the management of FORT’s Mean Reversion Strategies across all markets. Before joining FORT, Matt ran a commodity hedge fund, Buttonwood Merchants LLC, from 2015-2018. His fund was initially launched on Tudor’s incubation platform, Launchpad Trading, before transitioning to a standalone entity in 2017. Prior to this, he was with Gresham Investment Management as Head Trader in charge of all discretionary alpha generation for their flagship TSM Strategy, which peaked at $7 billion AUM. Matt began his career at UBS in the Commodity Structuring Group before moving on to manage all of UBS’s physical US Natural Gas assets in 2006.

Matt graduated with a BSE from Princeton University in Operations Research and Financial Engineering.

Nicolas Mirjolet

Chief Executive Officer & Co-Head of Research

Quantica Capital

Nicolas joined Quantica Capital from RAM Active Investments, a multi-billion systematic asset management company based in Geneva, where he served as senior quantitative investment manager, developing and managing systematic short-term equity long/short strategies. Until 2018, Mirjolet was CIO and lead portfolio manager of Tolomeo Capital, a Zurich based systematic asset manager specialized in long/short equities and futures strategies. He co-founded Tolomeo Capital in 2011, after doing a spin-out with the quant & risk-management team of a multi-billion family office in Zurich. Nicolas started his career in 2006 as a quant analyst for ETH Zurich spin-off swissQuant

Nicolas Mirjolet graduated from CentraleSupélec in Paris (France) and holds a MSc in electrical engineering from the Swiss Federal Institute of Technology (ETH Zurich).

Bob Williamson

Vice President, Sales

Battea Class Action Services

For over 10 years Bob has been at Battea as Vice President of Sales whose firm’s sole focus is to recover monies due to institution investors from securities class action settlements.  Each year, hundreds of cases are settled globally, resulting in billions of dollars being available to damaged investors.  Through technology, years of experience and expertise, Battea has automated this time consuming, complex and error prone process uncovering and exhausting every opportunity while maximizing the investor’s recovery potential.   Prior to Battea, Bob has spent 20+ years in the financial services sector holding various roles and responsibilities.  Bob was Vice President of sales at Lava a subsidiary of CITI who provided, at the time, a suite of cutting edge products which included algorithmic trading, soft dollar services and order management systems. Bob was one of the original employees at NYFIX whose firm revolutionized the way wall street traded securities by implementing the first straight through processing electronic trading platform, utilizing the industry’s co-developed/shared user protocol called FIX.  Bob spent over 10+ years at Battea, eventually becoming Senior Vice President of Sales heading NYFIX’s order management division.  In his early years, he was the Regional Sales Manager for VBand, the world leader of a highly specialized telephony system used by institution trading operations worldwide. Bob earned a bachelor’s degree at Oneonta State University and spent a semester in Denmark attending the Denmark International Business Program.

Brad Crombie

Chief Executive Officer

Alquity Investment Management

Brad Crombie is Chief Executive Officer of Alquity, a specialist ESG and Impact investment manager. Previously Mr. Crombie was responsible for all Fixed Income and LDI investing as Global Head at Aberdeen Asset Management, now a part of Standard Life Aberdeen PLC, a FTSE 100-listed asset management company. In this role, he served on the company’s executive committee as well as a director of its principal UK operating subsidiaries. Prior to joining Aberdeen, Mr. Crombie was Managing Director and Head of EMEA Non-Financials Credit Research at Bank of America Merrill Lynch. He started his investing career in European High Yield.

In addition to the GRI, Mr. Crombie also serves on the Advisory Group on McGill University in the UK and Europe. From 2015 to 2018, Mr. Crombie was a founding member of the Advisory Council of the FICC Market Standards Board (FMSB), the body created following the UK’s Fair and Effective Markets Review (FEMR), and served on its Conduct & Ethics Sub-Committee.

He graduated from McGill University with a BA Degree in History and Political Science and an MA Degree in History and went on to read History in the PhD. programme at the University of Cambridge.

Sasha Polishchuk

Head of Business Development and Investors Relations

Carlisle Management Company S.C.A.

Oleksandra is one of the principles in charge of the Business Development and Investor Relations at Carlisle Management Company, a leading Life Settlements investment manager headquartered in Luxembourg with close to 2.5B USD in AUM. Carlisle is unusual among life settlement companies as it has been in the business since its early inception. Collectively, its principles boast a remarkable range and depth of ‘know–how’ in longevity – contingent assets, based on active participation in the secondary and tertiary life insurance markets. This background provides it with a strong network of global contacts, and allows it to build on an unrivalled expertise among life settlement providers, brokerages and capital market participants.

Oleksandra has served at Carlisle for more than 4 years, most recently, as one of Carlisle’s marketing directors, covering a diverse range of private and institutional investors across Europe and Middle East. She plays an integral role for the Company in further evaluating and leading a growing number of business development opportunities. Mrs Polishchuk brings close to a decade of international marketing and sales experience across FMCG, telco and financial services segments. She holds an EMBA from ESCP Business School.

David Vankka

President & Chief Financial Officer

ICM Asset Management

Mr. Vankka is the President & Chief Financial Officer of ICM Asset Management and the Chief Executive Officer of ICM Investment Management Inc. He is the Portfolio Manager on the ICM Crescendo Music Royalty Fund and the ICM Advantage Venture Capital Corporation.

Mr. Vankka joined ICM as a partner in 2017 and leads ICM’s diversified private equity platform. Mr. Vankka has 30 years of experience in investment banking, trading, and capital markets. He has been a Managing Director at several investment banks with extensive advisory experience in domestic and cross-border mergers & acquisitions, equity and debt origination, due diligence, structured product management, strategic planning, risk management, and proprietary trading. Mr. Vankka was a founder of global energy investment bank Tristone Capital which was ultimately sold to Macquarie Group and before that co-head and principal at Peters & Co. Limited. Mr. Vankka also was Vice President, Risk Management at Gluskin Sheff + Associates.

Mr. Vankka holds Chartered Financial Analyst, Chartered Professional Accountant, and Chartered Accountant designations. He is registered as Portfolio Manager with the Alberta Securities Commissions and holds a Bachelor of Commerce with distinction from the University of Calgary.

Carol Bezaire

Vice President, Tax, Estate & Strategic Philanthropy

Mackenzie Investments

Carol Bezaire is Vice President of Tax, Estate and Strategic Philanthropy at Mackenzie Investments, and one of Canada’s leading authorities on matters of tax and estate and charitable giving. She leads a team of six Tax and Estate Planning professionals and three Business Development experts, who all support and offer opportunities to help financial advisors stay well informed in an ever-changing marketplace. The Tax and Estate Planning team also provides support to Mackenzie’s new product initiatives in the area of tax efficiency and strategic philanthropy.

Prior to joining Mackenzie in 2004, Carol spent six years in a similar capacity at another Canadian mutual fund company. Carol also worked for a number of years as an advisor, providing financial and estate planning advice to high net worth individuals. In partnership with Sales, Carol and her team conduct numerous tax and estate planning seminars across the country with both advisors and investors.

Carol has designations as a Certified Financial Planner and Certified Life Underwriter. She is also a member of the Society of Tax and Estate Practitioners and the Canadian Tax Foundation.

Ian Whytock

Co-founder and Managing Partner

Tidal Venture Partners

Ian is Tidal’s Managing Partner and based in Halifax, Nova Scotia. Tidal is a pre-seed to seed venture fund that focuses on investing in the emerging ecosystem of Atlantic Canada. Prior to co-founding Tidal, Ian was a strategy consultant at a boutique management consultancy. His practice focus was on advising early-stage companies on their go-to-market, scale-up and business development strategies. He is a graduate of the VC Lab programme, the world’s leading VC fund manager accelerator, and the first graduate from Canada. Ian completed his BA in Philosophy at the University of King’s College, and went to do his graduate work at Stellenbosch University in South Africa, where his research focused on emerging market economy transitions.

Kerem Kolcuoglu

Managing Partner

Penrose Partners

Kerem is an MBA and the Managing Partner of Penrose Partners, a blockchain-focused consulting firm advising startups, enterprises, governments and investors on navigating the blockchain and digital assets space.

Kerem is an advisor to the Canadian Technology Accelerators and to the Premier’s Office of FinTech for the Bermuda Government. He is also a Founding Board Member of the Bermuda Innovation & Technology Association (BITA) and a Founding Partner of the i3 Innovation Incubator in Bermuda.

Previously at PricewaterhouseCoopers and at MLG Blockchain, he has consulted multinational enterprises, governments and educational institutions on understanding and adopting blockchain technology. Bridging his experience in multiple industries, he has foreseen change and advised clients on navigating digital transformation in an age of disruption.

Ralph Awrey

Director, Family Office, Canada

Stonehage Fleming

We are valued advisors to the world’s leading families and wealth creators. We manage and protect their wealth, often across multiple geographies and generations.  We work with families to help determine a purpose and strategy for their wealth, providing the platform to protect and manage their assets, across generations. This support can vary from a single standalone service to operating as a fully outsourced Family Office.  With a sixth generation family at our core, we bring the families we support the benefit of shared experience; the challenges and opportunities they face will often be unique to them, but not to us.  We give them the peace of mind and the time to focus on what’s most important to them.

Ralph is Director for Stonehage Fleming, based in Toronto. He has more than 20 years’ experience specialising in working with families and their advisors across the Americas providing strategic counsel, management and implementation covering the full spectrum of a family’s wealth requirements His experience in both living and working internationally allows him to bring the right resources and practical wisdom to help international families manage their wealth and protect their legacy for this generation and those to come.

Prior to joining Stonehage Fleming, Ralph held a variety of senior leadership roles in wealth management across the Americas with Canadian banks and a Single Family Office. This included a 20-year career with Royal Bank of Canada (RBC) through postings in Canada, Barbados, and the Cayman Islands where he also served on the Boards of RBC’s Delaware and Caribbean Trust companies. Ralph is a Chartered Accountant (Canada), and has a Masters in Business Administration from The Rotman School of Management, University of Toronto, and Honours Bachelor of Arts from Western University.

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; private lending; private real estate; private equity; plus emerging areas where Canada is a leader such as digital assets / blockchain and robo-advisors.

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

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

Ian Morley

Chairman

Wentworth Hall Consultancy Ltd

Ian Morley is a successful business Angel and Entrepreneur.

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

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

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

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

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

Alex Vallejo Luce

General Partner

Creative Ventures

Dr. Luce is an investor, materials scientist, and company builder. He brings over 15 years of operating and investing experience in the areas of climate change, energy transition, and critical technology areas.

Dr. Luce is currently a General Partner at Creative Ventures, a venture capital firm focused on early-stage deep technology investing. He leads the firm’s climate technology focus area and is active across all aspects of Creative Ventures’ business, including deal sourcing, portfolio support, recruiting, personnel management, fundraising, culture, and strategy. He has been involved in over 30 private company financing transactions.

In addition to his work at Creative Ventures, Dr. Luce is passionate about increasing representation of Latino/a investors in the venture capital industry. He is a founding member of VCFamilia, a nonprofit organization dedicated to creating an inclusive environment for current and future Latinx investors. Dr. Luce has also been an active mentor to emerging venture capitalists for both the National Venture Capital Association and LatinxVC.

Dr. Luce holds a M.S. and Ph.D. in Materials Science and Engineering from UC Berkeley where he was a National Science Foundation Graduate Research Fellow and a Berkeley Chancellor’s Fellow. He also holds a bachelor’s degree in engineering physics from the University of Arizona where he was a National Hispanic Scholar.

Craig Machel

Portfolio Manager, Investment Advisor

Richardson Wealth

Craig encourages his clients to think differently about investing in order to ensure a positive impact in his clients’ financial circumstances. He works beyond traditional portfolio management in the equity and bond markets alone 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.

Francis Sabourin

Portfolio Manager, Investment Advisor

Richardson Wealth

Financial Planner and Portfolio Manager, Francis Sabourin, Director, Wealth Management at Richardson Wealth, was awarded the Distinguished Advisor Award (prix Conseiller émérite) for the year 2016 by the publication Finance et Investissement, highlighting the good performance of his portfolios, both equal to or higher than the benchmarks, while minimizing the risks, thereby focusing on good capital protection. The Advisor of the Year Award is designed to recognize an advisor with at least 20 years of experience, who has marked the financial industry with a unique and remarkable practice. Francis celebrated 25 years of practice on October 5, 2017.

Mark Maybank

Co-founder and Managing Partner

Maverix Private Equity

Mark is a Co-founder and Managing Partner with Maverix Private Equity where he leads the collective team and firm operations. As an active investor, director, advisor and entrepreneur, he has a wealth of experience spanning across multiple industries and geographies.  This includes financial services, technology, health and wellness, media, telecom, oil and gas, services, and advanced manufacturing. With a passion to drive growth and a focus on human elements, Mark strives to scale Canada’s strong and vibrant innovation-based ecosystem.

Prior to Maverix, Mark was the President and COO of Canaccord Genuity Corp, where he led the expansion of their wealth management and international capital markets businesses, positioning the firm as a global leader in commodity and technology financing.

In addition to being EVP, Corporate Development at Itemus Inc., a technology firm, he was also a Senior Technology Analyst with Yorkton Securities, and CFO of ECS Enhanced Cellular Communications, a US-based cellular services company. Mark earned his Chartered Accountant and Chartered Business Valuator designations at Deloitte in the audit, tax, and valuation advisory practices.  Currently, Mark is the Chairman of Fleet Canada Inc. and serves on other boards including Forum Equity Partners and New Latitude Capital. Previously, he served on several boards including Executive Chairman (Advisory) of the Kirchner Group, Knix Wear, Entrec, Empire State Connector, Biologix, Moraine Capital, and Canaccord Genuity Financial.

Mark is an active philanthropist with former roles as Co-Chair of Gold Medal Plates, a Canadian Olympic Foundation program, Special Advisor to the Treasury Board of Canada, Ambassador for World Bicycle Relief, Advisor to SpiderTech cycling, member of the Corporate Advisory Board of the Art Gallery of Ontario and guest lecturer at the Director’s College.  Outside of the office, Mark and his family enjoy an active lifestyle which includes skiing, biking, running, and swimming. They enjoy travelling and spending time in Annecy, France and the Okanagan Valley, B.C.

Mathieu Larochelle

Senior Director, Equity & Alternative Investments

Trans-Canada Capital

Mathieu serves as Senior Director, Equity & Alternative Investments, and has been with TCC since 2019. He is mainly responsible for the ongoing management, monitoring and research of TCC’s public and private equity portfolios, including venture capital fund commitments. He is also heavily involved in the sourcing, underwriting and selection of private equity and venture capital direct co-investments and is a voting member of the External Managers Investment Committee (EMIC). He has nearly 20 years of investment experience covering alternative asset classes. Prior to joining TCC, he was a senior researcher and consultant at a large global investment consulting firm in charge of hedge fund and other alternative strategies for the benefit of institutional clients in North America, Europe and Asia. Earlier in his career, Mathieu worked at a global operational due diligence consultant assisting institutional investors in making investment decisions. Mathieu holds a Bachelor of Commerce degree from Concordia University and he is a CFA and CAIA charterholder.

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.

Esther Zurba

Director

Castle Hall – The Due Diligence Company

Esther Zurba is a Director with Castle Hall, responsible for lending subject matter expertise across Castle Hall Diligence’s ongoing product development and client engagements. Esther has more than 20 years of professional experience including over 15 years conducting operational due diligence on global investment managers across all asset classes. Esther joined Castle Hall Diligence in 2012 from Scotia Capital’s Trade Operations and Risk Control group, where she conducted ODD on external asset managers supporting multiple business lines. Prior to joining Scotia Capital, Esther worked with Mapleridge Capital, a Toronto based short-term systematic CTA. Esther holds an MBA from Richard Ivey School of Business at the University of Western Ontario, and BA (Hons) from University of Toronto. Esther is also a CAIA charterholder and has been actively involved with the CAIA Association since 2007 in various capacities, including as current co-head of the CAIA Toronto Chapter. Esther is also a member of AIMA Canada’s Legal, Finance & Compliance Committee.

Spencer Clark

Senior Client Relationship Manager

Richter Family Office

Spencer Clark is a Senior Portfolio Manager at Richter Family Office (RFO), providing personalized wealth management solutions to high net worth families. Spencer is also responsible for evaluating and monitoring venture capital and private equity investment opportunities for RFO.

Prior to joining RFO in 2017, Spencer worked for a large global asset manager in their ETF and Index Investments business and began his career in the investment counsel division of a large Canadian bank. Spencer holds a Bachelor of Commerce from the John Molson School of Business at Concordia University, and has earned the CFA, CAIA, and CIM designations.

Senia Rapisarda

Managing Director

HarbourVest

Senia Rapisarda joined HarbourVest in 2014 to focus on partnership and direct co-investments in Canada and to expand HarbourVest’s local presence in the market.

Senia joined the Firm from BDC Venture Capital, where she was responsible for the establishment of a team focused on direct and indirect investments across Canada. Her previous experience includes positions at Nur Energie in London, London Business School, Nomura International, and Salomon Brothers, among other roles.

Senia received a JD (summa cum laude) from LUISS University in Rome in 1987 and a Masters in Law and Economics (Fulbright Scholar) from Columbia University in 1989. An Italian and Canadian citizen, Senia speaks fluent Italian, French, and Spanish.

Robert Guo

President

Sixty Degree Capital

Mr. Robert Guo, President of “Sixty Degree Capital”-Venture Capital investment firm,  a seasoned insightful financial executive, and business leader with international market development skills with extensive experience in public and private companies as Board member, executive and advisor. Former:  Board Director of “China Wind Power” (TSX-V: CNW), and Board Director of “Environmental Waste International Inc. “(TSX-V: EWS). CEO of Goldenmount Capital International Inc. Investment Advisor at “BMO Nesbitt Burns” and Senior Associate at “TD”,  MBA from the Schulich School of Business, York University.

Tom Johnston

Canadian Market Head

iCapital Network

Vince Kadar

CEO

Polymath

Vincent guides the growth of Polymath, delivering an innovative and evolutionary software platform for a new generation of capital markets, leaning on his successful 25 years of start-up and scale up experience in financial software and services, as well as telecom software.

Prior to Polymath, Vincent was the CEO of Telepin Software Systems Inc, a fintech software company providing a disruptive digital wallet and payments platform for developed and emerging markets globally (acquired by Constellation Software Inc. (TSX:CSU).

He has also held CTO and founding positions at Airwide Solutions, a software provider in mobile messaging and security software for the telecoms industry (acquired by Mavenir). Vincent is also a member of the Governing Council of the Polymesh Association, an institutional–grade permissioned blockchain built specifically for regulated assets.

Thomas Kalafatis

Managing Partner

Hullwright Advisors

Entrepreneur-in-Residence, Richard Ivey School of Business, Western University
Advisor, The Investment Industry Association of Canada
Advisor, DealMaker
Past Founder & CEO, Aegis Sports Labs
Past CEO, Independent Trading Group (ITG) Inc.;
Past Managing Director & Global Head, Equity Execution & Prime Services Group, CIBC World Markets Inc.,
Past Vice-President, Toronto Stock Exchange

Matt Shandro

President and Portfolio Manager

Fulcra Asset Management

Matt founded Fulcra Asset Management in 2009. Matt has 19 years of investment management experience, with an extensive background in fixed income and corporate investing. His previous experiences include managing corporate bond funds at Great Pacific Capital Corp, CI Investments and Marret Asset Management. In 2004, the $2 billion Signature High Income Fund that he co-managed at CI Investments was awarded the “Canadian Income Trust Fund of the Year” by Morningstar. He has a Bachelor of Arts degree in International Relations from the University of British Columbia.

Mike Mangione

Director, Family Offices & Advisor Relations

Group RMC

Mike is the Director of Family Offices and Advisor Relations at Group RMC. He is responsible for establishing, developing and maintaining business relationships with Family Offices and Investment Advisors. He is also responsible for marketing the business in Canada and in the US. Prior, he held various positions in finance at prominent Insurance companies Standard Life and Manulife (John Hancock). Mike graduated with a Bachelor of Commerce with a concentration in accounting from the John Molson School of Business. He holds the CPA, CMA designation.

Jedidiah Liu

Chief Executive Officer

Cacoeli

Jedidiah has been an experienced real estate investor in the residential rental market since 2003. She started investing in the single-family residential market with tremendous success. Very shortly, she entered the multifamily residential market, owning and managing small and medium rental complexes. Professionally trained as a CPA, CA in Canada, Jedidiah possesses strong analytical and relationship management skills that are critical in evaluating appropriate real estate opportunities and ensuring the success of each real estate investment.

Elena Sinelnikova

Chief Executive Officer

Metis

Elena Sinelnikova is a former Government of Canada solutions architect turned entrepreneur and co-founded several startups. Metis.io: a scalability and low-code solution for DeFi, NFT and dApps on Ethereum, and CryptoChicks.ca – educational hub and accelerator for women in blockchain in 56 countries.

Michael Graham

Executive Director, Relationship Management (Quebec)

CIBC Mellon

Michael Graham is Executive Director, Relationship Management (Quebec).
Michael is responsible for leading the relationship management team in Quebec, overseeing the existing client relationships and partnering with our business development team to grow CIBC Mellon’s regional footprint. He also develops and manages initiatives that enhance client partnerships.

Prior to joining CIBC Mellon in 2013, Michael worked in progressively senior roles at a large, diversified financial institution in Canada, most recently as a relationship manager for domestic and international institutional investors.
In addition to his 20+ years of experience in the financial services industry, Michael is a CFA charterholder and earned his bachelor of commerce degree from Concordia University, with a major in finance at the John Molson School of Business.

Andy Smith

Chief People & Communication Officer

SGGG Fund Services

Andy Smith brings a wealth of experience in unitholder recordkeeping and transfer agency services dating back to 2000.

Andy’s career began at RBC Global Services providing administrative support to some of Canada’s largest mutual funds. He then moved to BNY Mellon Alternative Investment Services (Bermuda) where he spent seven years and became a vice-president. While at BNY Mellon, his department oversaw transfer agency services for offshore hedge funds with $125 billion in assets under administration. At BNY Mellon, Andy became an expert on alternative product offerings, series-based accounting, master-feeder structures and offshore regulatory compliance.

After returning to Canada in 2010, Andy joined SGGG-Fund Services Inc. In his roles here, Andy was focused on investor reporting, client communications, and meeting the needs of evolving industry requirements including FATCA, CRM2 and more. Today, Andy puts more focus on building relationships and knowledge across departments, with clients, and other stakeholders. He will continue the Human Resources initiatives he has started and will align some of our HR practices to deliver a consistently positive experience for SGGG-FSI’s employees.

Andy holds a Bachelor of Arts from the University of Toronto and a post-graduate diploma in public relations from Ryerson University.

Christi Hayes

Chief Compliance Officer

Invico Capital Corporation

As the Chief Compliance Officer at Invico Capital Corporation, Christi Hayes brings over 15 years of experience in investment banking and corporate finance — and her organizational prowess — to seamlessly oversee the closings for all Invico managed funds and the day-to-day operations of the entire organization. Before joining Invico, Christi served as a Syndication and Accounting Analyst at FirstEnergy Capital Corporation, where she worked closely with the corporate finance team on public and private financings, including brokered and non-brokered offerings and grey market trades.Beyond her role at Invico, Christi is also a member of the Calgary Corporate Challenge Governance Committee, a non-profit providing community-focused team building events, and advises the Board on matters pertaining to strategic planning, governance, and human resource matters. She graduated from the University of Calgary with a Bachelor of Arts in Archeology and a double minor in history and anthropology.

Ron Lloyd

Partner & Senior Advisor

Waratah Capital Advisors

Ron joined Waratah Capital Advisors in 2015. He brings over 30 years of leadership in pension consulting and investment management to Waratah. Prior to joining Waratah, Ron was President of Hewitt Associates Canada (now known as AON Hewitt) and held senior executive positions at various Canadian asset management firms.

Ron graduated from Queen’s University with an Honours Bachelor of Commerce degree and a Masters of Industrial Relations degree. Ron has also completed executive courses at the Harvard Business School and University of Toronto, in addition to the Fundamentals of Alternative Investment Certificate Program by the CAIA Association. He received his CIM designation and is registered as a Dealing Representative.

Harley Gold

Managing Director

Peakhill Capital

Peakhill Capital is a commercial real estate lender and equity provider to leading real estate developers and investors. Peakhill Capital was founded by Harley Gold, Partner and Managing Director. Harley brings extensive experience in financing on all asset types including multi-family, senior housing, retail, industrial, hospitality, and land development, and has closed in excess of $15 billion in loans over the past 15 years in Canada and the US. His client base includes developers, REITs, pension funds, and high net worth individuals.

Harley’s focus has traditionally been on delivering strong returns with opportunistic investment strategies through utilizing competitive and flexible financing. Prior to founding Peakhill Capital, Harley was the Vice-President of Business Development at CMLS Financial. Harley graduated from the University of Toronto and holds an MBA from Canisius.

Daniel Conti

Principal

HarbourVest Partners

Daniel Conti joined HarbourVest’s investor relations team in 2018 and focuses on coordinating, monitoring, and enhancing relationships with new and existing Canadian investors and consultants.

Dan joined the Firm from CI Institutional Asset Management, where he was most recently a vice president responsible for institutional business development and client service for consultants, pension plans, foundations, family and multi-family offices as well as banks and insurance company platforms. Prior to this, he was an investment counsellor for CI’s Private Counsel division. His prior experience includes roles for a single family office and a multi-family office in Eastern Canada.

Dan received a Bachelor of Commerce degree in Finance and Economics from École des Hautes Études Commerciales de Montreal. He holds the Chartered Financial Analyst and Certified Financial Planning designations. Dan currently serves as co-director of the CFA Montreal Mentoring Program.

Yavor Nikov

Director, Sales – Quebec Region

Avenue Living

Mr. Nikov holds a bachelor’s degree in accountancy from Concordia University in the John Molson School of Business. In addition, Mr. Nikov has a Financial Planner Diploma from the Institut québécois de planification financière (IQPF). Over the past years, Mr. Nikov has held positions with companies from both the public and private sectors. He has been in financial sales for his entire career, working in Montreal, Quebec.

Kathy Kozak

Vice President, Strategy and Corporate Finance, Vancouver, BC

Trez Capital

Kathy joined Trez Capital in 2017 and is responsible for strategy and portfolio financing for the Trez Capital investment funds. She brings over 20 years of financial services expertise to the role. Prior to joining Trez, she worked at GCM Grosvenor with various roles in due diligence, treasury, accounting, financial reporting and tax. She began her career in public accounting at Arthur Andersen.

Kathy graduated with honors from the University of Iowa with a Bachelor of Business Administration degree, and with distinction from DePaul Kellstadt Graduate School with a Master of Business Administration. She is a Certified Public Accountant in the United States, Chartered Professional Accountant, Chartered Accountant in Canada, Chartered Financial Analyst, and Certified Fraud Examiner.

Celeste Warren

Head of Human Resources

Picton Mahoney Asset Management

Celeste Warren is the Head of Talent & Culture at Picton Mahoney Asset Management. For more than 20 years, Celeste has been partnering with highly dynamic and growth-oriented organizations to build their leadership teams, workplace wellness programs, and culture and engagement initiatives. She has a reputation for consistently cultivating best workplace environments with a core focus on enhancing the health and well-being of the leaders and employees that she works with. Celeste is a committed leader herself and the results of her efforts have led to significant increases in employee engagement and company morale for the firms she has partnered with, including consistently becoming recognized as one of Canada’s “Top Employers” and “Great Places to Work”.

Celeste is a Certified Coach Practitioner (CCP), Health and Wellness Specialist (HWS) and graduate from the Strategic Human Resources Management Program (SHRMP) with the University of Toronto, Rotman School of Management. Celeste holds a Bachelor’s degree in Business and Psychology from the University of Waterloo, in addition to a post-graduate diploma in Human Resources Management.

Sue Ennis

VP Corporate Development

Hut 8

Sue Ennis is an award-winning emerging technology and innovation champion, passionate about bringing global investor awareness and capital into opportunities in Canada’s thriving technology, natural resources and small cap sector. She is currently VP of Corporate Development at Hut 8 – one of North America’s largest and most exciting Enterprise Data Infrastructure as a Service providers and Bitcoin miners. Sue also sits on the board of Valour, a publicly traded technology company focused on bridging the gap between traditional capital markets and decentralized finance.

Over the past 15 years, Sue Ennis has been instrumental in raising over a billion dollars for Canadian structured product and small cap companies. She has helped drive retail and institutional investor interest and awareness into hidden and under loved publicly traded or pre-ipo Canadian company gems and steered under-appreciated Canadian companies in the fintech and digital asset sector into multi-billion market cap opportunities. Before joining Hut 8, she was VP of global partnerships at Shyft Networks, a public protocol designed to validate identity and compliance directly into open source blockchain data. Prior to that role, Sue was one of the first wealth directors at Coinsquare in 2017, where she helped launch commercial operations for the wealth division. Prior to this role she held leadership positions with Voyager and Invesco.

A certified blockchain expert, seasoned capital markets advisor and storyteller, Sue is a sought-after industry voice who has championed technological innovation as a media spokesperson and keynote speaker across the globe for her ability to simplify complex concepts into digestible, actionable, and investible ones.

When Sue isn’t running ultra-marathons in Greenland or the Middle East, working on a shark research boat in South Africa, or completing a jungle survival course in the Amazon, you can find her in Toronto and skiing in Collingwood with her family. Sue is a designated Chartered Investment Manager and holds a Certificate of Specialization in Corporate Finance and ESG Investing from Columbia Business School.

Charlie Morris

Co-founder

CMCC Global

Charlie is the co-founder of CMCC Global, a blockchain asset management company that manages three digital asset funds as well as the Liberty Bitcoin Fund. CMCC Global was founded in Hong Kong in 2016 and today has offices in Asia and North America. It has a particular focus on Fintech innovation in Asia. Charlie’s background as both a software engineer and management consultant allows him to combine a deep technical understanding of blockchain technology with the ability to evaluate its business implications.

Charlie’s involvement in the blockchain space has included advising financial institutions, developing blockchain applications and investing in companies and protocols. He has given keynote addresses at the CLSA Investor Conference, Franklin Templeton annual offsite and the Global Investment Forum. He has also presented to senior management at many large institutions including Fidelity, Putnam Investments and Wellington Management.

Vincent Molino

Head of Operational Due Diligence

Bitwise Asset Management

Vincent is Head of Operational Due Diligence at Bitwise Asset Management, and has worked in the investment industry for over 19 years. Prior to Bitwise, he was Head of Risk within Northern Trust’s fintech products and held leadership positions at Mercer, Permal Group, Barclays and J.P.Morgan.

Vincent has authored thought leadership pieces on crypto, fintech, risk management, operations and industry trends. He has also spoken at conferences hosted by Bloomberg, the CFA Society, the Managed Funds Association (MFA) and the Alternative Investment Management Association (AIMA).

Vincent graduated from St. John’s University with a B.S. in Political Science.

Ruairi Hanafin

Chief Investment Officer

Firinne Capital

Ruairi Hanafin is the Chief Investment Officer at Firinne Capital. He is an entrepreneur, investor, and early proponent of blockchain technology. He also co-founded Canadian agricultural technology startup Grain Discovery. He has held positions in research and portfolio engineering in the quantitative portfolio management teams at CPP Investments, where he also founded the blockchain research group, and at the Vancouver derivatives analytics company FINCAD.

He holds a Ph.D. in Theoretical Physics from Trinity College, University of Dublin.

Kerem Kolcuoglu

Managing Partner

Penrose Partners

Kerem is an MBA and the Managing Partner of Penrose Partners, a blockchain-focused consulting firm advising startups, enterprises, governments and investors on navigating the blockchain and digital assets space.

Kerem is an advisor to the Canadian Technology Accelerators and to the Premier’s Office of FinTech for the Bermuda Government. He is also a Founding Board Member of the Bermuda Innovation & Technology Association (BITA) and a Founding Partner of the i3 Innovation Incubator in Bermuda.

Previously at PricewaterhouseCoopers and at MLG Blockchain, he has consulted multinational enterprises, governments and educational institutions on understanding and adopting blockchain technology. Bridging his experience in multiple industries, he has foreseen change and advised clients on navigating digital transformation in an age of disruption.

Jillian Friedman

Chief Operating Officer

Ether Capital

Jillian is the COO of Ether Capital (NEO: ETHC), a public technology company focused on staking and developing infrastructure to support crypto investors. As a lawyer and banking expert who has been active in the cryptocurrency space since 2014, she oversees Ether Capital’s long-term business strategy to become a central business and investment hub for the Ethereum ecosystem. She previously worked for National Bank of Canada where she led the bank’s blockchain and digital asset efforts with a focus on the wealth management, capital markets and risk sectors. Her legal experience includes digital assets, commercial finance and fintech.

Didier Lavallee

Chief Executive Officer

Tetra Trust Company

Didier brings over 16 years of capital markets and asset servicing experience with in depth knowledge of equities and foreign exchange to Tetra. Prior to becoming CEO of Tetra, Didier held various leadership positions at the Royal Bank of Canada including Head of Canadian Custody Product for RBC Investor and Treasury Services. Before that, Didier also ran RBC I&TS North American FX Sales Trading team, FX Product and held various roles in capital markets with RBC, UBS and Genuity. Didier holds a B.A. in Finance and Administrative Studies from Western University.

Eric Richmond

President

Coinsquare

Eric Richmond is the President at Coinsquare, a leading Canadian cryptocurrency exchange. He is also a founder of Tetra Trust Company – Canada’s first digital asset trust company and custodian. Eric has played a key leadership role in Coinsquare and Tetra’s strategic direction and led the execution and negotiation of multiple financings, acquisitions and strategic partnerships. He has in-depth knowledge of the principles, applications and current developments relating to blockchain technologies, and the regulators’ approaches to these technologies across multiple jurisdictions. Prior to Coinsquare, Eric was a lawyer at Blake, Cassels & Graydon LLP, where he advised clients on a variety of corporate and capital markets transactions, as well as corporate governance and securities regulatory matters.

Louis LaValle

Managing Director

3iQ Digital Assets (US)

Louis LaValle is Manager Director of 3iQ Digital Assets (US) Inc. Louis joined 3iQ in 2021 and is responsible for the development, execution, and investment management of the firm’s institutional investment platform. Louis brings over 20 years of investment management experience advising global institutions on hedge fund, private equity, and digital asset investing. Prior to 3iQ, Louis held senior leadership positions at several alternative investment management firms including Neuberger Berman, EACM Advisors, Permal Group and SkyBridge Capital. He previously served as strategic advisor to Crescent Crypto Asset Management, a digital asset investment firm that created one of the industry’s first suite of investable crypto index solutions. He began his investment management career at Morgan Stanley, managing over $1 billion of capital on behalf of family offices and institutional investors. Louis holds a bachelor’s degree with honors from New York University (NYU).

Sebastien Davies

VP, Research

Aquanow

As VP, Research at Aquanow and Market Strategist at AQN Digital, Sebastien Davies focuses on industry analysis, investment management, and growth initiatives. He joined from CIBC Capital Markets, where he held roles in Institutional Equity & Derivatives Sales. Prior thereto, Sebastien conducted research and risk management at a long/short hedge fund.

Vince Kadar

CEO

Polymath

Vincent guides the growth of Polymath, delivering an innovative and evolutionary software platform for a new generation of capital markets, leaning on his successful 25 years of start-up and scale up experience in financial software and services, as well as telecom software.

Prior to Polymath, Vincent was the CEO of Telepin Software Systems Inc, a fintech software company providing a disruptive digital wallet and payments platform for developed and emerging markets globally (acquired by Constellation Software Inc. (TSX:CSU).

He has also held CTO and founding positions at Airwide Solutions, a software provider in mobile messaging and security software for the telecoms industry (acquired by Mavenir). Vincent is also a member of the Governing Council of the Polymesh Association, an institutional–grade permissioned blockchain built specifically for regulated assets.

Shaun Cumby

President

Virgo Asset Management

Shaun Cumby is a 28-year veteran of the professional financial markets, spanning both employment in Toronto and New York. His experience includes trading bonds, credit derivatives, equity, options, futures and crypto. As a managing director at TD Bank he managed a $26 billion corporate loan portfolio, complemented by $5 billion in hedges. At Dundee Bank of Canada, he worked with a dynamic team that impressively expanded the deposit assets from $100 million to $1.5 billion in under two years. The bank was acquired by The Bank of Nova Scotia. Subsequently, Mr. Cumby ventured into systematically oriented hedge funds, where he adeptly managed a range of portfolios, from long-short equities, an income-oriented equity fund and then an adaptive allocation futures strategy. In February 2018, he transitioned to 3iQ Corp. where he was instrumental in establishing and overseeing the 3iQ Global Cryptoasset Fund, The Bitcoin Fund, and The Ether Fund. Currently, Mr. Cumby is CEO/CIO at the helm Arxnovum Investments Inc. which was recently acquired by Virgo. A staunch advocate for bitcoin, he eagerly anticipates guiding investors to access and profit from this revolutionary technology.

Erina Penkovsky

Director, Corporate Strategy

Allnodes

Erina Penkovsky has made a few pivots in her career, most recently transitioning to the world of web3 and specifically focusing on staking so far. Erina is currently the Director of Corporate Strategy at Allnodes, one of the largest staking providers in the industry working with retail and institutional clients. Her focus is on expanding the company’s institutional presence and building their long term strategy while also promoting education around staking in the cryoto and traditional finance spaces.

James Burron

President and Co-Founder

CAASA

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

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

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

Kerem Kolcuoglu

Managing Partner

Penrose Partners

Kerem is an MBA and the Managing Partner of Penrose Partners, a blockchain-focused consulting firm advising startups, enterprises, governments and investors on navigating the blockchain and digital assets space.

Kerem is an advisor to the Canadian Technology Accelerators and to the Premier’s Office of FinTech for the Bermuda Government. He is also a Founding Board Member of the Bermuda Innovation & Technology Association (BITA) and a Founding Partner of the i3 Innovation Incubator in Bermuda.

Previously at PricewaterhouseCoopers and at MLG Blockchain, he has consulted multinational enterprises, governments and educational institutions on understanding and adopting blockchain technology. Bridging his experience in multiple industries, he has foreseen change and advised clients on navigating digital transformation in an age of disruption.

Koleya Karringten

Executive Director

Canadian Blockchain Consortium

A proud Albertan technology entrepreneur, advocate, and leader, Koleya Karringten has a unique perspective on the challenges and opportunities of product commercialization, ecosystem building and fostering inclusion in the technology industry. As the co-founder and CEO of Absolute Combustion, she has spent over a decade successfully designing and developing ground-breaking cleantech solutions for multiple industry sectors, including aerospace and Oil & Gas. She is a driving force in Canada’s blockchain technology industry as the Executive Director of the Canadian Blockchain Consortium (CBC) and co-founder/board member of the Canadian Blockchain Association for Women (CBAW). In her leadership role at the CBC, she has merged her passions for technology and social good to bring together blockchain companies, corporate leaders and the government to build the country’s largest blockchain ecosystem organization. An influential public speaker, writer, and community volunteer, Koleya strongly believes that uniting diverse voices behind a common goal is the path to creating a fairer, more sustainable and prosperous nation. Koleya also shares her passion for supporting women in STEM through her volunteer role the Vice Chair of Elevate Aviation a Not for Profit organization dedicated to supporting the education and training of women to have technical careers in Aviation.

Kevin Blank

Analyst

State of Wisconsin Investment Board (SWIB)

Kevin is an analyst for the Private Markets and Funds Alpha Division at the State of Wisconsin Investment Board (SWIB) located in Madison, Wisconsin. SWIB oversees approximately $150 billion in assets which includes the Wisconsin Retirement System Trust Funds. Kevin’s responsibilities include manager due diligence, portfolio construction, and oversight of hedge funds and long-only external manager relationships. Prior to joining SWIB, Kevin graduated with a bachelor’s degree in finance from Marquette University.

Keith Black

Managing Director of Education

RIA Channel

Keith Black is an award-winning author and course designer who specializes in making complex topics accessible to audiences of varying sophistication. He currently serves as the Managing Director of Education for RIA Channel. In his previous role as Managing Director of Content Strategy at the CAIA Association, he was a co-author of the second, third, and fourth editions of the level I and II CAIA curriculum on alternative investments.

Keith has also advised foundations, endowments and pension funds on their asset allocation and manager selection strategies in hedge funds, commodities, and managed futures. Prior experience includes commodities derivatives trading, stock options research and Cboe floor trading, and building quantitative stock selection models for mutual funds and hedge funds.

Dr. Black previously served on the faculty of the Illinois Institute of Technology and currently teaches courses on investment consulting and investing in cryptocurrencies at the University of Massachusetts, Amherst.

He has published sixteen refereed journal articles and contributed to eight books. Dr. Black was named to the Institutional Investor magazine’s list of “Rising Stars of
Hedge Funds”.

Dr. Black earned a BA from Whittier College, an MBA from Carnegie Mellon University, and a PhD from the Illinois Institute of Technology. He has earned the Chartered Financial Analyst (CFA) designation and was a member of the inaugural class of both CAIA and FDP Charterholders.

Fred Pye

Chairman and Chief Executive Officer

3iQ Digital Asset Management

Frederick Pye, Chairman and CEO: Fred kick-started his career as a precious metal and foreign exchange trader at Guardian Trust. In 1986, they were the first to list gold, silver, and platinum certificates on the Montreal Stock Exchange. Fred later joined Fidelity Investments, where he was part of a team that saw its assets rise from 85 million to over 7.5 billion. Through the launch of creative and exotic investment products, Fred started his own firm, which worked diligently with Canadian regulatory bodies to establish the first mutual fund in Canada that was allowed to take short positions. Finally, as founder and CEO of 3iQ, he and his team worked cooperatively with the Ontario Securities Commission for the last 4 and a half years to launch the first regulated Bitcoin fund in North America. In a landmark victory, 3iQ was given the green light by the regulator to file a prospectus and apply to list “The Bitcoin Fund” on a Canadian stock exchange. 3iQ is now Canada’s largest digital asset investment fund manager with more than C$3.5 billion in assets under management.

Mr. Pye obtained a master’s in business administration from Concordia University and is a member of the Board of the Anglican Funds and the West Island Youth Residence.

Victor Kuntzevitsky

Associate 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.

Giles Anderson

Director, Sales and Relationship Management

Fidelity Clearing Canada ULC

Joining FCC in 2018, Giles brings more than 20 years of experience in financial technology and operations across both the buy and sell sides of the industry. He began his career in the retail operations of a major Canadian bank-owned firm which provided him with a deep level of understanding of FCC’s clients’ needs and how best to service them. Prior to joining FCC, Giles was based in Toronto, London, and New York working for some of the industry’s most respected technology providers in sales leadership roles. He has a proven track record working with both small and large clients to deliver enterprise projects which enable clients to focus on their core differentiators and enjoy reduced risks and costs. He successfully completed the Canadian Securities Course and the Conduct and Practices Handbook courses with the Canadian Securities Institute.

Jillian Friedman

Chief Operating Officer

Ether Capital

Jillian is the COO of Ether Capital (NEO: ETHC), a public technology company focused on staking and developing infrastructure to support crypto investors. As a lawyer and banking expert who has been active in the cryptocurrency space since 2014, she oversees Ether Capital’s long-term business strategy to become a central business and investment hub for the Ethereum ecosystem. She previously worked for National Bank of Canada where she led the bank’s blockchain and digital asset efforts with a focus on the wealth management, capital markets and risk sectors. Her legal experience includes digital assets, commercial finance and fintech.

George Djuric

Senior Consultant, Blockchain & Cryptoassets

KPMG

George is a Senior Consultant at KPMG’s Technology Risk Consulting practice in Toronto, working directly with the cryptoasset and enterprise blockchain team. He has a background in and deep understanding of Metaverse trends, blockchain networks, digital assets, tokenization strategies and metaverse platforms.

• George has been directly involved in assignments related to the Metaverse, cryptocurrencies, digital securities, and enterprise blockchain solutions.
• He has delivered several education sessions on various subject matters such as, but not limited to: blockchain, digital securities, NFTs, metaverse trends, digital asset regulatory trends, decentralized finance, smart contracts and the Ethereum network.
• He has a deep passion and understanding of the web3 ecosystem and spends a lot of his spare time researching all the latest trends with respect to digital assets, decentralized finance and the metaverse.
• Prior to entering the web3 space, George advised institutional real estate firms on various portfolio strategies.

Lisa Durnford

Senior Manager of Regulatory R&D

Wealthsimple Crypto

Lisa is the Senior Manager of Regulatory R&D for Wealthsimple Crypto, working closely with our crypto product teams to ensure compliance is designed into new products early on. Prior to Wealthsimple, Lisa was the Regulatory Compliance Management Lead for BMO Capital Markets’ AML Office. She’s a graduate of Osgoode Hall Law School and University of Western Ontario, and a founding board member of Gradient Spaces, a non-profit advocating for 2SLGBTQA+ inclusion and representation in the tech sector. Lisa loves talking about startups, financial inclusion, and penguins.

Adam Buzanis

Director, Private Equity

CAAT Pension Plan

Adam is a Director at CAAT Pension Plan and oversees all aspects of the plan’s global private equity portfolio, with a focus on origination, execution and portfolio management. Adam has 15 years of investment management experience with a specialization in private asset classes and alternative investments. Adam serves on several corporate boards and the advisory committees of private equity partnerships globally. Prior to joining CAAT, Adam was most recently the Director of Research at a leading Toronto based multi-family office. In 2012, he joined CC&L Funds Inc., an affiliate company of the CC&L Financial Group responsible for launching and developing the firm’s alternative investment funds business. Adam began his career within risk management at CIBC, prior to transitioning to the bank’s asset management arm in 2009. Adam is a CFA charterholder and earned a Master of Finance degree from the Smith School of Business at Queen’s University.

Russell Starr

Executive Chairman & CEO

Valour

As Executive Chairman & CEO of Valour, Russell Starr believes that all investors should have access to industry-leading digital assets and the future of finance. Russell is an entrepreneur, and financier with deep capital markets and industry expertise, and an advocate for decentralized finance and the use of cryptocurrencies. Russell leads Valour’s strategy to bridge the gap between traditional capital markets, digital assets and Web3 protocols, via regulated equity exchanges and innovative products. He is also a co-founder and part owner of Echelon Wealth Partners, a large Canadian investment dealer, and CEO of Trillium Gold. After spending many years in Toronto’s financial center of Bay Street, Russell has held executive positions and board roles with numerous TSX- and TSXV-listed companies.

Shaun Cumby

Chief Executive Officer & Chief Investment Officer

Arxnovum Investments Inc.

Shaun Cumby has worked in trading and portfolio management for over 25 years across many asset classes, including asset-backed securities, mortgage-backed securities, credit default swaps, bank loans and equities and related derivatives. Prior to forming the Arxnovum Investments Inc, Mr. Cumby was Chief Investment Officer of 3iQ Corp., where he was instrumental in the creation and launch of the first publicly-traded bitcoin investment fund in Canada. Prior thereto, Mr. Cumby served as the Director of Futures Trading for Resolve Asset Management, traded with GMP Investment Management, and was Chief Risk Officer of Dundee Bank of Canada. Previously he was co-head of the TD Securities corporate loan portfolio. Mr. Cumby earned a Masters’ in Business Administration from the University of Toronto.

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.

Anthony Bassili

Head of Asset Allocators

Coinbase Institutional Americas

In this role, he is responsible for advising North America’s largest financial institutions on investment solutions related to digital assets, web3, and crypto strategies. His Clients include Government and Corporate Pension Plans, Consultants, Multi-Manager Platforms, Outsourced Chief Investment Officer platforms (“OCIO”), Foundation/Endowments, and Family Offices.

Prior to joining Coinbase, Mr. Bassili served as Head of Pension for iShares. There he led BlackRock iShares efforts in expanding the investor toolkit for allocators to include ETFs across public and private asset classes, including ESG and niche exposures. Prior to leading the iShares business, he spent more than a decade leading business development and investment strategy for the Global Trading and Transition Management platform at BlackRock.

From 2015 to 2020, Mr. Bassili also served as Chapter Head for the Chartered Alternative Investment Analyst (CAIA) San Francisco Bay Area chapter, leading more than 400 CAIA members in connecting and pursuing financial literacy across alternative investment strategies. Over this period, Mr. Bassili served, on behalf of BlackRock, on the Board of Directors for the San Francisco Chamber of Commerce and the Bay Area Council. He focused on Local Policy and Tax issues across the State of California. He holds the NASD series 3, series 7, series 63, and Series 24 licenses.

Tanya Woods

Chief Executive Officer

Futurity Partners

Tanya Woods is a dynamic, future-forward leader with entrepreneurial edge and a successful track record of advancing bold agendas that deliver strategic results at scale. She is sought out to provide C-suites and boards with strategic counsel, visionary foresight, navigation on complex legal and systemic challenges, thought leadership, and to deliver success with triple bottom line benefits.

Ms. Woods has held executive level roles advancing the commercial and regulatory agendas of global technology companies and government for nearly 20 years. Woods is the CEO of Futurity Partners, a strategic consulting firm advising on edge technology innovation, regulatory affairs, and ESG matters. She recently served as the founding Managing Director of Canada’s first Chamber of Digital Commerce, and as General Counsel, Corporate Secretary, and EVP Regulatory Affairs for Hut 8 Mining Corp where she supported the company through a period of rapid global growth, designed the first public ESG program for a crypto miner, and catalyzed the introduction of Bill C-249 (the first-ever federal Bill to advance government education and awareness of digital assets).

Woods is a global speaker, published author, and has served on corporate and non-profit boards for over a decade. She currently advises 4 global edge technology companies working on quantum security, carbon tokens, energy and metaverse projects. She is also an advisor on the UN SDGs to UNESCO and serves as Chair of the Global Entrepreneurship Network in Canada.

As an entrepreneur, Woods has been recognized as IT World Top Women in FinTech and Blockchain, Obama Foundation Global Civic Leader, Government of Canada Leading TechWoman, CBC Trailblazer, Bootstrap Impact Award Winner, Toastmasters International Community Leadership Award Recipient, and as a Top 40 Under 40. She studied law and global trade at the London School of Economics, University of Ottawa and American University Washington College of Law.

Alex Dauria

Senior Portfolio Manager

Aksia

As a Senior Portfolio Advisor, Alex is a member of the Portfolio Advisory team in the Americas responsible for their alternative investment programs. Alex also focuses on business development efforts and marketing initiatives within North America.

Prior to joining Aksia in 2021, Alex was a Director in the Capital Formation group at Castlelake, and previously was a Vice President on the Investor Relations team at Bain Capital Credit. Prior to that, he was a Consultant Relations Analyst at Loomis, Sayles & Company. Alex started his career in 2010 at Cambridge Associates.

Alex graduated from the Wake Forest University with a BA in Economics.

Didier Lavallee

CEO

Tetra Trust Company

Didier brings over 16 years of capital markets and asset servicing experience with in depth knowledge of equities and foreign exchange to Tetra. Prior to becoming CEO of Tetra, Didier held various leadership positions at the Royal Bank of Canada including Head of Canadian Custody Product for RBC Investor and Treasury Services. Before that, Didier also ran RBC I&TS North American FX Sales Trading team, FX Product and held various roles in capital markets with RBC, UBS and Genuity. Didier holds a B.A. in Finance and Administrative Studies from Western University.

Mitch Nicholson

Founder

Garden City Advisory Inc

Mitchell founded Garden City Advisory in November 2021 to advise financial services, institutional investors and fintech startups on their cryptoasset adoption strategy. He actively invests in early stage cryptoasset projects with Kronos Ventures and provides expertise in education, research, strategy and investment due diligence for institutional investors.

Andrew Kiguel

Co-founder and Chief Executive Officer

Tokens

Andrew Kiguel is the co-founder and CEO of Tokens.com, a publicly listed company that invests in Metaverse real estate, DeFi and NFT related digital assets. Andrew also co-founded and is the former CEO of Hut 8 Mining, one of the largest publicly listed bitcoin miners in the world.

Prior to that, Andrew spent 20 years as an investment banker with a focus on technology and real estate. Andrew is an accomplished executive with leadership experience in capital markets, corporate governance and entrepreneurship.

Eric Richmond

Coinsquare

Chief Operating Officer

Eric Richmond is the Chief Operating Officer at Coinsquare, a leading Canadian cryptocurrency exchange. He is also a founder of Tetra Trust Company – Canada’s first digital asset trust company and custodian. Eric has played a key leadership role in Coinsquare and Tetra’s strategic direction and led the execution and negotiation of multiple financings, acquisitions and strategic partnerships. He has in-depth knowledge of the principles, applications and current developments relating to blockchain technologies, and the regulators’ approaches to these technologies across multiple jurisdictions. Prior to Coinsquare, Eric was a lawyer at Blake, Cassels & Graydon LLP, where he advised clients on a variety of corporate and capital markets transactions, as well as corporate governance and securities regulatory matters.

Daniel Stow

Chief Investment Officer

Zen Capital & Mergers

Daniel Stow is the Chief Investment Officer at Zen Capital & Mergers. His primary job functions include looking for new investments and opportunities while managing the balance of the portfolio. Zen Capital & Merger’s mission is to seek investments that meet their return requirements in conjunction with looking for quality management and integrity. As the Chief Investment Officer, Daniel is responsible for monitoring, managing, and developing investments in alternative assets.

Daniel proactively keeps up to date with market developments and regulation changes. He has confidence in dealing with board members, committees, and external fund managers. As a consequence of his 7 years’ experience with the company, Daniel has a seasoned perspective on how to manage an international portfolio with investments in both public and private companies. He has a Bachelor of Business Administration Honours with Distinction in International Business and Finance. In addition, Daniel also holds the CSC accreditation from the Canadian Securities Institute. When he is not keeping busy at Zen Capital & Mergers he enjoys getting outside and enjoying the beautiful nature British Columbia has to offer.

Shubin Jha

Head of Research & Portfolio Manager

Menai Asset Management

Shubin Jha is the Head of Research & Portfolio Manager for Menai Asset Management. Shubin has led research efforts across various markets, industries and securities during his 17 years of experience in investing at three hedge funds. Most recently, he spent seven years at Southpaw Asset Management as Managing Director of Research. He has significant experience in studying macro variables, product and market analyses, as well as valuations driven by both fundamental and technical factors. Prior to Southpaw, Shubin worked with Zoe Cruz at Voras Capital Management, where he conducted macroeconomic and fixed income investment research. Shubin began his career in International Finance in India. He has an undergraduate degree in Economics from Delhi University and a Master of Business Administration degree from New York University.

Kirk Emery

Executive Vice-President of Legal & Business Development

Figment

At Figment, Kirk collaborates with customers on staking solutions and leads corporate law initiatives. He has formed agreements with dozens of institutional customers, led legal aspects of Figment’s Series A-C financings, and created bespoke legal materials from scratch for matters involving novel technologies.

Before joining Figment, Kirk was a business lawyer at a national law firm in Toronto where his practice focused on private equity transactions (M&A and VC) of technology companies, technology supply transactions (e.g., SaaS), board governance, and commercial advisory.

Kirk has degrees in common law and civil law from McGill University and is a member of the bars of Ontario and New York. Kirk enjoys shredding gnarly trails on his mountain bike.

Jason Campbell

Principal

Eckler Investment Consulting

A Principal within Eckler’s Investment Consulting practice, Jason joined the firm in 2006. He provides investment strategy advice to a wide range of institutional clients, including DB and DC pension plans, endowment/foundations, single family offices, corporations and non-profit organizations.

In addition to consulting responsibilities, Jason is a member of the Investment Research Steering Committee which oversees investment manager and strategy research.

Jason’s specific area of expertise is alternative investments including infrastructure, real estate and private equity/debt strategies.

An active volunteer within the pension and investment community, Jason has authored several articles and presented on investment strategy at numerous conferences. He is currently a member of the Canadian Investment Review Advisory Board, a volunteer on the CNIB’s National Investment & Pension Committee and a director with the National Ballet School Foundation.

Jason graduated from the University of Western Ontario in 1999 with an Economics degree. He has also earned the designations of Chartered Financial Analyst and Chartered Alternative Investment Analyst.

Chris Perkins

Managing Partner and President

Coinfund

Christopher serves as Managing Partner and President of Coinfund.  In this capacity, Chris works to deliver enterprise scale by bridging the gap between crypto-currency native investing and traditional finance.

Prior to joining Coinfund, Chris served as Global Co-Head of Futures, Clearing and Foreign Exchange Prime Brokerage (FXPB) businesses at Citi. In this capacity, he was responsible for delivering leading listed derivative electronic and voice execution, comprehensive central clearing and #1 ranked OTC Clearing and FXPB services to top institutional clients.

During his tenure, Citi was widely recognized as the global leader in this space, clearing hundreds of trillions of dollars notional, and safeguarding approximately $40 billion in client assets. Appointed as the Global Head of FXPB in 2018, he worked closely with numerous global regulators to architect and execute a comprehensive restructuring and integration plan across multiple geographies.

Prior to joining Citi in 2008, Chris served as the U.S. Head of Derivatives Intermediation at Lehman Brothers managing a portfolio of over $100 billion in notional across credit and interest rate derivatives. An Iraq war veteran, Chris served in the U.S. Marine Corps for nine years achieving the rank of Captain. Chris is the co-founder of Veterans on Wall Street (www.veteransonwallstreet.com) a national initiative focused on veterans employment and empowerment. Mr. Perkins has a Bachelor of Science Degree from the U.S. Naval Academy, with distinction, and a Master of Arts Degree in National Security Studies from Georgetown University.

Spencer Greene

General Partner

TSV Capital

TSVC is an early-stage venture firm that has seeded more than 150 companies over the last ten years, including notable successes like Zoom, Carta, Ginkgo Bioworks, and Lambda School.

Spencer Greene joined the firm in 2018 after more than 25 years as an entrepreneur, executive, advisor and investor in Silicon Valley technology companies. His investing interests include digital health and B2B SaaS companies.

Neal Gupta

Chief Investment Officer

KiwiTech

Profession
Investor – Neal and his siblings invest in startups where they have an inside track and informational edge. They then open their network to the startup’s management team for the business, management, and financial connections.

Entrepreneur – KiwiTech – Neal Gupta co-founded a unique investment platform KiwiTech, which holds a portfolio over 210 technology companies. These seed-stage startups are located coast to coast, from KiwiTech’s HQ in New York City to Los Angeles, and are in many different industries from healthcare to financial to sports tech. KiwiTech actively collaborates with other investors to share deal flow. Neal is Chief Investment Officer at KiwiTech. He is responsible for growing the company’s network of HNWI, family offices, and fund investors, while playing matchmaker between KiwiTech portfolio firms and investors.

Prior Venture – Aptara – The largest content services company in the world, the Gupta’s founded Aptara in 1988. The firm scaled to 5,000 employees. A couple of interesting projects were annual processing of 35% of the EDGAR financial filings in the US, populating the Medline medical database used by every doctor, and digitizing the Oscars Playbook which is still used in Hollywood today.

Education – MBA (Finance) from Columbia Business School & University of London, and Bachelor’s in Economics.

Harjit Singh

Managing Director

Rainshine Global

Harjit has been working on Wall Street for 15+ years. The last 10 years are helping wealthy families in launching new opportunities or acquiring companies to complement their existing portfolio.

Recently, Harjit joined Rainshine Global as Head of Corporate Partnerships. Rainshine is creating the ‘Shopify’ of entertainment content on a platform called RainBlox, built on a Polygon-Ethereum combo, and enabling creators to build massive fan communities monetized through both Web3 options like NFTs/Tokens and on-demand content consumption. This business started by the family office of Neeraj Bhargava and backed by several high profile families across the world to help premium creators and studios bring transparency in the media and entertainment industry. Previously, Harjit worked with Gupta Family to head corporate and m&a strategy for KiwiTech. KiwiTech is a portfolio of over 500+ tech startups across North America, committed to helping entrepreneurs build their dream tech startups.

Also, Harjit is a Strategic Advisor to TigerBridge capital, a broker-dealer based out of New York, focused on helping US issuers to raise capital via the EB5 program.  Harjit has invested in several startups including Caleste (CLST – institutional-only lending and borrowing venue for stablecoins and crypto assets), Mindwell Labs (Data Analytics) Noor (Energy), SpectraMedix (Data Analytics and Saka Ventures (Pre seed and seed fund focused on foreign entrepreneurs entering the North American Market).  Harjit is on a couple of non-profit boards including TIE New York (Board Member and President Elect). Harjit graduated from Baruch College with a BBA in Finance and Investments.

Wendy Diamond

Chief Executive Officer & Founder

LDP Ventures/ Women’s Entrepreneurship Day Organization

Wendy Diamond is the CEO / Founder of Women’s Entrepreneurship Day Organization (WEDO) / #ChooseWOMEN, a non-governmental volunteer organization and global initiative celebrated in 144 countries, and universities/ colleges worldwide with the mission to economically empower WOMEN in business to alleviate poverty.

She is the founder of LDP Ventures (SFO) investing in social impact disruptive technologies and funds making a positive imprint on this world including: Perceptive Capital, Bidversity, OpenGrants, Light Line Medical, Sensorium, EFF Ventures, ASALP, Pocket Network, Producers Market, CoinFund, Basepaws, OP Crypto, Crescent Capital, Valt Fund, Gaingels, Waggit, QuantumRock Technologies, Tooth and Tailz, LOOK Lateral Art, IPWE, Trust Circle, Blocktower Capital, Infinigon Group, SAFE Health, Farma Trust, Breathometer, IGP Energy, Snakt and many more!

Wendy has authored ten widely celebrated books, garnered three Guinness World Records, and has appeared in media outlets including CNBC, Oprah, NBC’s Today Show, Bloomberg, The New York Times and Forbes. She has also been a featured keynote speaker at the United Nations, Davos, and Harvard University.

Wendy sits on the Boards of Ellis Island Honors Society, Global Alliance For a Sustainable Planet (GASP), Girls Club Capital, Global Women in Blockchain, Humane Society of New York, and Grey Muzzle Foundation.

Prior to WEDO, after learning 12 million animals were euthanized annually, Wendy founded Animal Fair Media, Inc the premiere pet lifestyle media platform bridging celebrity and pop culture to support animal rescue/welfare.

Clelia Zacharias

Principal

LGT Capital Partners (USA) Inc.

Clelia Zacharias is a Principal at LGT CP (USA) Inc.

Prior to joining the firm in 2013, she was an associate at AlpInvest Partners in New York, where she focused on secondary transactions.

Ms. Zacharias holds a BA in Economics and a Certificate in Finance from Princeton University.

Elliott Campbell

Vice-President

HarbourVest

Elliott Campbell joined HarbourVest in 2013 as a member of the secondary investment team, where he focused on analyzing, structuring, and monitoring secondary private equity opportunities, including traditional and complex transactions. He left HarbourVest to attend business school and rejoined the Firm in 2019. Elliott is a member of the direct co-investment team and focuses on sourcing, reviewing, executing, and monitoring direct co-investments.

Elliott rejoined the Firm from Johnson & Johnson, where he was a general manager on the Listerine brand with full P&L ownership. His responsibilities also included executing retail activations and developing creative and digital marketing content. Prior to that, Elliott spent two years with Wells Fargo Securities, where he was as an investment banking analyst in the Leveraged Finance Group focused on originating, structuring, underwriting, and executing debt financing to support mergers and recapitalizations.

Elliott received a BA in Political Science from Davidson College in 2011 and an MBA from Harvard Business School in 2017.

Charlie Morris

Co-founder

CMCC Global

Charlie is the co-founder of CMCC Global, a blockchain asset management company that manages three digital asset funds as well as the Liberty Bitcoin Fund. CMCC Global was founded in Hong Kong in 2016 and today has offices in Asia and North America. It has a particular focus on Fintech innovation in Asia. Charlie’s background as both a software engineer and management consultant allows him to combine a deep technical understanding of blockchain technology with the ability to evaluate its business implications.

Charlie’s involvement in the blockchain space has included advising financial institutions, developing blockchain applications and investing in companies and protocols. He has given keynote addresses at the CLSA Investor Conference, Franklin Templeton annual offsite and the Global Investment Forum. He has also presented to senior management at many large institutions including Fidelity, Putnam Investments and Wellington Management.

Freddie Allen

Institutional Sales, Trading, & Prime

Coinbase

Freddie Allen is an Institutional Sales Specialist at Coinbase. Freddie focuses on partnering with large financial institutions and institutional investors across Coinbase Cloud’s suite of web3 products, including staking and liquid staking.

Freddie joined Coinbase through the January 2021 acquisition of staking infrastructure platform, Bison Trails. Freddie began working in the crypto industry in early 2018 for Republic, a crypto focused investment platform and advisory business spun-off from AngelList. Previously, Freddie worked in traditional financial services across technology merchant banking, equity research, and asset management.

Jonathan Han

Managing Director

VirgoCX Wealth

Jonathan Han is the Managing Director at VirgoCX Wealth, one of the leading Crypto OTC service providers in Canada. Jonathan is also a founding member of VirgoCX and was responsible for the scaling of Virgo’s retail platform and then expanding its OTC services internationally. Prior to Virgo, Jonathan worked in commodity trading and helped to scale high-growth tech start-ups in North America, Asia, and Europe. Jonathan obtained a Dual Master’s Degree from Ivey Business School and Rotterdam School of Management.

John Fisher

Chief Investment Officer

Bridgeport Asset Management

John is President and Chief Investment Officer of Bridgeport Asset Management, a Toronto based investment management firm that offers alternative asset strategies focused on private credit, private equity, private real estate and infrastructure, and commercial litigation finance. Prior to starting Bridgeport in 2007, John was a Managing Director at Clairvest Group, a Toronto-based private equity firm, and worked in corporate finance, business valuation and audit at PricewaterhouseCoopers.

Mark Maybank

Co-founder and Managing Partner

Maverix Private Equity

Mark is a Co-founder and Managing Partner with Maverix Private Equity where he leads the collective team and firm operations. As an active investor, director, advisor and entrepreneur, he has a wealth of experience spanning across multiple industries and geographies. This includes financial services, technology, health and wellness, media, telecom, oil and gas, services, and advanced manufacturing. With a passion to drive growth with a focus on human elements, Mark strives to scale Canada’s strong and vibrant innovation-based ecosystem.

Prior to Maverix, Mark was the President and COO of Canaccord Genuity Corp, where he led the expansion of their wealth management and international capital markets businesses, positioning the firm as a global leader in commodity and technology financing.

In addition to being EVP, Corporate Development at Itemus Inc., a technology firm, he was also a Senior Technology Analyst with Yorkton Securities, and CFO of ECS Enhanced Cellular Communications, a US-based cellular services company. Mark earned his Chartered Accountant and Chartered Business Valuator designations at Deloitte in the audit, tax, and valuation advisory practices. Currently, Mark is the Chairman of Fleet Canada Inc. and serves on other boards including Forum Equity Partners and New Latitude Capital. Previously, he served on several boards including Executive Chairman (Advisory) of the Kirchner Group, Knix Wear, Entrec, Empire State Connector, Biologix, Moraine Capital, and Canaccord Genuity Financial.

Mark is an active philanthropist with former roles as Co-Chair of Gold Medal Plates, a Canadian Olympic Foundation program, Special Advisor to the Treasury Board of Canada, Ambassador for World Bicycle Relief, Advisor to SpiderTech cycling, member of the Corporate Advisory Board of the Art Gallery of Ontario and guest lecturer at the Director’s College.

Outside of the office, Mark and his family enjoy an active lifestyle which includes skiing, biking, running, and swimming. They enjoy travelling and spending time in Annecy, France and the Okanagan Valley, BC

Zachary Friedman

Co-Founder and Chief Operating Officer

GDA Group

Zachary Friedman is a serial entrepreneur and angel investor building at the intersections of finance, blockchain, art, and technology.

Zachary currently sits as the COO of Global Digital Assets (GDA), a leading blockchain-focused investment bank, and CSO of Secure Digital Markets (SDM), a leading global digital asset brokerage.

Through these roles, Zachary has worked to advise and support world-leading institutions, family offices, governments, and Fortune 500 companies alike.

Zachary is also a founder of Metaverse Group, the world’s first virtual real estate company, NFT Bazl, a leading luxury NFT art gallery, and has worked on the world’s first listed blockchain-focused SPAC ($BMAQU).

Zachary, who is extremely passionate about entrepreneurship, is an active blockchain mentor at Founders Fund, previously launched his own tech accelerator (W5), and co-produced Elevate Toronto, Canada’s largest technology conference.

Peter Misek

Managing Partner & Co-Founder

Framework

Peter is Co-Founder and Managing Partner of FRAMEWORK with over 18 years of VC experience as an Advisor/Partner for DN Capital including direct involvement in multiple unicorns.

Prior to FRAMEWORK, Peter was a Partner at the BDC IT Venture Fund. Peter’s investments include GoViral Inc., TouchBistro, Wattpad, and Wave Financial. With an entrepreneurial background, Peter is Chairman and Founder of SoundPays Inc. and an original programmer of the technology. Before joining BDC, Peter spent almost 20 years in investment banking as Managing Director and Co-Head of Global Technology Research for Jefferies in New York, and as Director of Research and Global Technology Analyst for Canaccord.

Peter holds a CA, CPA, CPA from Illinois, and a CFA charter.

Bradley Mashinter

Partner & Head of Private Equity

Fiera Comox Partner

Bradley Mashinter is a Partner at Fiera Comox. In this role, he leads the Private Equity strategy. He is also a member of the firm’s Management Investment Committee overseeing Fiera Comox’s three strategies: Agriculture, Private Equity and Private Credit.

Prior to Fiera Comox, Brad was a Managing Director at CPP Investments where he was a member of the firm-wide Global Leadership Team and Investment Committee member of CPPIB’s $125 billion global private equity portfolio. His career spans both private equity and private credit. Brad was one of the early leaders in CPPIB’s private debt group and was instrumental in building the Fund’s high performing global private credit franchise and was a member of its Investment Committee. He managed CPPIB’s investment in Antares Capital, the largest North American senior lender to middle-market private equity sponsors with over $50 billion in AUM and was the Head of the Antares Holdings Credit Committee.

Prior to CPP Investments, Brad was in the Direct Private Equity group at Ontario Teachers’ Pension Plan in Toronto and at Morgan Stanley Infrastructure Partners in New York. Brad holds a BBA from the Schulich School of Business at York University and an MBA from Harvard Business School. He is a CFA charterholder.

Isaac Souweine

Pender

Pender Ventures

Based in Montreal, Isaac joined Pender in 2022 to help build the firm’s presence in Eastern Canada. Previously, he was a partner at Real Ventures, where he led a Quebec-focused, pre-seed investment strategy and also served as General Manager of FounderFuel, the firm’s accelerator. Prior to joining Real, Isaac spent more than a decade as a product leader, including stints at Sonder, Frank and Oak, Yahoo and Scholastic.

Isaac is also passionate about building communities, having co-founded Product Tank Montreal, a popular meetup and APM Montreal, a community-based training program. Isaac is on the board of APM Canada as well as Front Row Ventures, Canada’s only student-run venture capital firm. He is an active mentor and speaker with a deep belief in paying it forward. Born and raised in Massachusetts, Isaac has lived and worked in New York, Singapore, Hawai’i, and India. He has a BA from Columbia University in Religious Studies and an MBA from INSEAD.

Matt Boczkowski

Chief Executive Officer

Aquaporin

James Nguyen

Co-Founder & CEO

Quantropi

James, born and raised in Ottawa, is a Ottawa Top Forty under 40 recipient and is the Co-Founder and CEO of a quantum AI cybersecurity company – Quantropi, a NATO approved supplier, 2022 Deloitte Fast 50 company and 2023 Future In Review – FiRe Starters recipient. As an emerging leader in emerging industries, he has been privileged to have worked alongside some of the greatest minds in the industry when it comes to emerging deep-tech such as fin-tech, new material sciences, quantum and AI.

He has travelled extensively globally and has built a strong network in emerging markets. With his background in investments and banking he has been an active investor in early-stage companies while speaking at global events to help bring technologies to market that will make the world better.

Kapil Dev Ramgirwar

Co-Founder & CFO

Rosseau Immersion

Kapil is the co-founder and CFO of Rosseau Group, a company focused on reengineering immersion-cooled data centers. Rosseau’s solutions offer unrivaled efficiency and sustainability, expanding the potential of high-performance computing in areas such as artificial intelligence, edge computing, the Internet of Things, and Bitcoin mining. With 20 years of experience in big 4 professional services, Kapil has provided assurance services to public and private financial institutions, including central and commercial banks, multibillion-dollar hedge funds, and private equity funds. He also developed and led the crypto assurance services with a big 4 professional services firm. Kapil is a CPA, CA, and holds a CFA charter.

Bruce M. Hodges

CEO

Parachute

Bruce has had a progressive international career in all areas of financial services; Banking, Insurance, and Investments. Over the first 10 years of his career Bruce worked in retail banking for several of Canada’s top Banks working his way up from Teller to Personal Lender, Commercial Lender, and ultimately Product Manager with a $4B credit portfolio. During this time Bruce completed his MBA, published research for the Canadian Bankers Association, and taught E-commerce Strategy in Wilfrid Laurier University’s MBA program.

In 1998, Bruce left the corporate world and joined a 20-person start-up to take on-line credit adjudication to market. The start-up built credit solutions for the likes of National Bank, Fair Isaac, and Ford Credit globally. He facilitated a sale of the company to a publicly traded entity and continued the journey including raising $40M in equity.

On leaving the dot-com world, Bruce began a 20-year corporate stretch in Insurance, initially joining Manulife to build out their global e-commerce strategy and moving to several global roles with the likes of Generali, Sunlife and ING. This journey relocated he and his family to Japan, Thailand, Hong Kong, Malaysia, The Netherlands, and Italy in roles spanning CIO, COO, CIDO and CEO overseeing more than 60 different countries at various stages of his career.

After his final stint in Europe as CIDO (Chief Information & Digital Officer) at Generali, overseeing IT, Operations and Digital for the $70B, 60 Country Insurer, Bruce returned to Canada mid-2018. After his return, Bruce was COO of Foresters Financial, and EVP Transformation at CIBC, one of Canada’s top 5 banks. Since leaving CIBC in April 2021, Bruce founded Parachute, a start-up set to disrupt the financial wellness space taking on payday, and high interest predatory lenders, with the intent to bring at risk Canadians back from the brink to good financial health.

Prathna Ramesh

VP Operations

FutureSight Ventures

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.

Lakhveer Jajj

CEO & Founder

Moselle

Diving into the venture world and having helped co-found various startups, including a commerce development shop called Sunview Labs, he joined CareGuide as a foundational member of the team and led their nanny tax payroll product called HeartPayroll.

Following CareGuide, Lakhveer joined Highline Beta to help launch their venture studio and various ventures, including Relay, which was recently acquired.

Reza Khanahmadi

Chief Technology Officer & Co-Founder

Rondeivu Inc.

Alik Sokolov

Co-Founder & CEO

Responsibli

Alik’s experience spans the fields of finance and AI in industry and academia. Alik spent 6 years in Deloitte consulting as an ML team lead, and a year at Mithril Capital as a venture capitalist investor.

He is also an accomplished researcher, having published works on applying deep learning to financial time series as well as for ESG investing. The latter set of algorithms is the backbone of Responsibli.

Ajay Rao

CFO

Chandaria Family Holdings, Inc.

Ajay is a seasoned family office and wealth management executive with a strong track record in managing and growing family wealth and investments. In a leadership role with a UHNW family business, he established their Family Office from scratch, implementing streamlined processes and risk management protocols. Previously, Ajay, a CPA from Ontario and India, held key Corporate Financial Leadership roles in India, Mauritius, and South Africa. Furthermore, Ajay serves as the Vice-Chair of FEI Canada’s Private Company Committee’s Family Business Thought Leadership Group.

Skip Cooper

Managing Director

Cooper Family Office

Skip Cooper is a first-generation member of the Cooper Family Office. Skip oversees risk management, portfolio allocation and back office operations. In addition to the office’s US-based alternative investing, his primary focus for the family office is investment internationally: in private equity, hedge funds, real estate and direct opportunities. Mr. Cooper is an honors graduate of Princeton University.

Skip Cooper is a member of the NYU Stern Family Office Council and the Stanford University Global Projects Center Global Investor’s Forum. Skip speaks regularly at family office and investment conferences around the world, often addressing the topic of global investing for US family offices.

Ian Garmaise

Chief Operating Officer

Virtual Film School

Ian Garmaise, COO of Virtual Film School, has a strong background in Edtech, and has worked in a variety of roles at various startups, and as an IT and Marketing Consultant.

Ryan Wallace

Co-Founder

Snowshoe.ai

Ryan Wallace is the CEO and co-founder of Snowshoe.ai. He is a Y-combinator alumnus with multiple successful exits. Ryanstudied electronic engineering and consults on applying artificial intelligence in the Enterprise.

Hudhaifah Zahid

Co-Founder & CEO

Econommi

Hudhaifah is a blockchain engineer turned co-founder & CEO of econommi. He is on a mission to transition the world away from debt, towards assets instead. Personally affected by a broken credit system, he believes we can all do better. His work brings a fresh, systemic perspective on money, society and incentives. His team has engineered a more equitable financial instrument for vehicle loans. They hope to expand this to all sorts of assets and contracts in the near future.

Tim Burgess

Co-Founder & CEO

WealthAgile

Senior financial executive, with 20 years of experience in institutional equity sales and portfolio management. Recently ran the Spartan onTREND Fund, where he built a fully systematic momentum strategy.

Mukul Pal

Founder & CEO

AlphaBlock

Mukul has spent over 20 years in global financial markets, in investment management capacities, working from 2000-2004 for the Bombay Stock Exchange, HDFC Securities, and various financial institutions in India, from 2005-2010 consulting European asset managers and securities divisions of financial institutions like Société Générale, Raiffeisen, Uniqua Insurance, Bucharest Stock Exchange, Bank of Transilvania and starting 2011 building Smart Beta Investing solutions for asset owners and asset managers in North America. He has published extensively, filed several patents, holds an MBA in Finance, a master’s in applied econometrics and statistics, the CMT and CAIA designations, and has been awarded a top fintech award from MIT in 2016. In his current role, he runs AlphaBlock, a Deep Tech company that in its first application builds Indexes and Exchange Traded Funds.

Yaron Vorona

Founder

Vorona Ventures

Yaron Vorona is a serial founder turned VC, Backing Innovators Building Abundance. Yaron has spent the past 15 Years working in finance and strategy for Deep-Tech ventures, raising over $55m. He co-founded companies in the cybersecurity, AI, blockchain, and defense sectors. His global network stems from his experience working in Asia, Europe, the Middle East, Africa, and North America. Yaron holds an MBA from the London Business School, and a BSc in Physics and Business from the University of Waterloo. He’s a Father, Explorer, Connector, and Personal Excellence Practitioner.

John Davitsky

Co-Founder

Golden Hawk Financial (GHF)

John is Co-Founder of Golden Hawk Financial (GHF) based in Toronto.  The company helps clients by connecting interesting ideas to interesting capital and vice versa. GHF focuses on alternative investments including AI, Tokenization, Sustainable Energy, Digital Assets, and Real Estate Development.

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 product to hold digital assets for clients on Fidelity’s balance sheet in a traditional finance model. 

Golden Hawk Financial was born out of a vision to create exciting and unique opportunities for its clients in the alternative investment space.

Robert Guo

President

Sixty Degree Capital

Mr. Robert Guo, President of “Sixty Degree Capital”-Venture Capital investment firm,  a seasoned insightful financial executive, and business leader with international market development skills with extensive experience in public and private companies as Board member, executive and advisor. Former:  Board Director of “China Wind Power” (TSX-V: CNW), and Board Director of “Environmental Waste International Inc. “(TSX-V: EWS). CEO of Goldenmount Capital International Inc. Investment Advisor at “BMO Nesbitt Burns” and Senior Associate at “TD”,  MBA from the Schulich School of Business, York University.

Shael Soberano

Chief Investment Officer

Sharno Group

Ali Yahyaoui

CEO

LexiComply

Dedicated professional with a strong academic background and practical experience in launching successful startup ventures. Adept at leveraging innovation and technology to drive growth. Master’s degree in Applied Entrepreneurship and hands-on involvement in multiple startup initiatives showcase a solid foundation for transforming ideas into thriving businesses.

Matthew He

Investment Analyst

Brightspark Ventures

Matt is an Investment Analyst at Brightspark Ventures, Canada’s oldest VC firm backing exceptional entrepreneurs at the early stage. Brightspark is actively investing out of its $120M Fund IV, leading Seed and Series A rounds across Canada.

Prior to Brightspark, Matt served for two years as the Director of Investments for Front Row Ventures, investing at pre-seed in the very best young founders across the Canadian ecosystem. He has previously worked at White Star Capital in New York and FounderFuel in Montreal. 

Marcus Daniels

Founding Partner & CEO

Highline Beta

Marcus Daniels is a Founding Partner & CEO of Highline Beta where he leads visionary execution, strategic deals, corporate venture co-investment and startup funding. He has 21+ years as a serial tech entrepreneur & operating executive with a top decile pre-seed investing (34 startups) track record. 12+ years working with Fortune 1000 companies advising on corporate innovation models & building a pipeline of new corporate ventures beyond the core business. Formerly the Co-Founder & CEO of HIGHLINE.vc and Managing Director of Extreme Startups, Marcus continues to help evolve accelerator models to make corporate-startup collaboration work.

Jason Chertin

Partner

McMillan LLP

Jason Chertin is an accomplished corporate finance lawyer with a dynamic capital markets and securities law practice and extensive experience in mergers and acquisitions. Structuring and executing a variety of capital market transactions, Jason advises on public offerings, and mergers and acquisitions with emphasis on negotiated transactions, plans of arrangement and amalgamations, and stock exchange listings. He is a leader of the firm’s Investment Funds & Asset Management Group.

Jason acts for issuers, underwriters, investment funds and asset managers in addition to stakeholders in the cannabis and mining sectors. He advises on public and exempt securities offerings, takeover bids, business combinations, reverse takeovers, qualifying transactions, reorganizations, proxy contests and related party transactions.
A significant part of Jason’s practice involves advising investment fund managers and portfolio advisers on public and exempt offerings of securities by open-end mutual funds, closed-end investment funds, commodity pools and pooled funds. He also assists with dealer and adviser registration and compliance matters.

Jason’s experience in securities regulatory work encompasses proxy solicitation, corporate governance, continuous disclosure, preparation for annual and special meetings of shareholders, compliance with NI 81-102 and IRC requirements, prospectus renewals, and applications to regulatory authorities for exemptive relief.

Harris Lambouris

Board Member / Director

Laertes Health

Harris is the Founding Partner and CEO of Laertes Health LLP, a private investment company aiming to develop healthcare projects in the MENA region. Sets standards of excellence and alignment of the company’s vision and strategy. Collaborates with family offices to develop the business, creating opportunities and maintaining professional excellence.

He is also a partner with hhm-consult, an advisory practice. As a trusted partner of choice continuously looks for innovations and improvements. Builds senior level networks and relationships with clients and partners. Engages and advises startup companies and green field projects helping them achieve their goals and objectives during the business cycle.

He has many years of international experience in management consulting/strategy. He combines the financial rigor of a Big 4 firm with the analytical skills and people leadership experience. Led healthcare strategy and directed projects during their planning, design and development stage. Served as a member of Deloitte (LSHC) Team for almost 10 years in MENA region. During his tenure he led the operational and commercial advisory and led large scale pre & post transaction projects.

His education includes: Corporate Financial Strategy at INSEAD Business School, France; MSc in Management Research, Cardiff, UK; and MBA in Finance Adelphi University, New York.

Sebastien Davies

VP, Research

Aquanow

As VP, Research at Aquanow and Market Strategist at AQN Digital, Sebastien Davies focuses on industry analysis, investment management, and growth initiatives. He joined from CIBC Capital Markets, where he held roles in Institutional Equity & Derivatives Sales. Prior thereto, Sebastien conducted research and risk management at a long/short hedge fund.

Dan Ryan

Investor Relations

Creative Ventures