Martha Tredgett

Managing Partner, Private Capital Advisory

Sera Global Advisors

Martha Tredgett is a Managing Partner at Sera Global based in our Toronto office.

She leads Private Capital Advisory coverage within Canada and is responsible for advising general partners, operating companies and managers of real assets on capital formation, fund strategy including capital raising.

Martha has over 25 years of experience in the investment business combining equity capital markets, business development and investment banking. Prior to joining Sera Global, Martha worked with LGT Capital Partners, a provider of alternative investment solutions. Other roles include Managing Director of JP Morgan in Toronto (formerly Bear Stearns & Crane Capital), and earlier in her career as Director & Vice President in Institutional Equities at UBS and Credit Suisse First Boston respectively, in London, Paris & New York.

Martha earned a post-graduate degree in Business (D.B.S.) in 1990 from the London School of Economics and a Bachelor of Commerce in International Business from McGill University in 1989. She speaks English and French.

Martha is currently serving on the Investment Committee of the Royal Ontario Museum and the Investment Committee for the Canada Council for the Arts.

Jason Jogia

Chief Investment Officer

Avenue Living Asset Management

Mr. Jogia serves as the Chief Investment Officer of Avenue Living, as well as Chief Executive Officer of our Opportunity Trust. He has over 15 years of experience in real estate capital markets and has originated over $10 billion in real estate loans and $500 million in equity. Prior to Avenue Living, he led the management of a $1.5 billion real estate debt portfolio at a major Canadian bank. He has extensive experience in real estate investment analysis and capital structure on various real estate asset classes.

Mr. Jogia’s insight and expertise in creating structures to attract capital, accessing capital markets, and alternative investments has helped Avenue Living parlay a focus on investing in the everyday to surpass $2.5 billion in assets under management. As CIO, he takes his fiduciary responsibility to the stakeholders earnestly. His focus remains on creating cadences that safeguard our investors, allowing them to comfortably invest in overlooked markets.

Mr. Jogia serves an instructor at the University of Calgary specializing in Real Estate Finance. He also serves as a board member for the Calgary Public Library Foundation. He holds a Master of Business Administration from the University of Calgary, and a Master of Corporate Finance from SDA Bocconi in Milan, Italy. In 2020, Mr. Jogia was featured Avenue Magazine’s “Top 40 Under 40” for his achievements in “transforming what real estate investment can look like.” An avid traveler, Mr. Jogia has visited over 38 countries and enjoys exploring different cultures and landscapes.

Jason Bordainick

Co-Founder and Managing Partner

Hudson Valley Property Group

Jason co-founded HVPG with a vision to create the preeminent housing preservation firm, improving upon the availability, quality, and affordability of housing across the country. A recognized industry leader, Jason applies his creativity, tenacity and business acumen towards building an impactful organization that achieves outstanding results for its partners – both for-profit and non-profit, and the communities it serves. Jason leads the strategic direction for the firm and ensures each project, partnership and investment is structured for success.  Before founding HVPG, Jason founded and built Off Campus Partners (OCP), the nation’s largest online marketplace for off campus housing, which helps millions of students secure housing each year. OCP was acquired by CoStar in 2019.  In his career, Jason has successfully executed over $2.5B of investments on behalf of private investors and corporations. He also previously worked in mergers & acquisitions and corporate management. Jason holds an MBA from Stanford’s Graduate School of Business and a BS in finance from the McIntire School of Commerce at the University of Virginia, where he was honored with the Warwick Johnson Jr. award for academic achievement.

Martha Tredgett

Managing Partner, Private Capital Advisory

Sera Global Advisors

Martha Tredgett is a Managing Partner at Sera Global based in our Toronto office.

She leads Private Capital Advisory coverage within Canada and is responsible for advising general partners, operating companies and managers of real assets on capital formation, fund strategy including capital raising.

Martha has over 25 years of experience in the investment business combining equity capital markets, business development and investment banking. Prior to joining Sera Global, Martha worked with LGT Capital Partners, a provider of alternative investment solutions. Other roles include Managing Director of JP Morgan in Toronto (formerly Bear Stearns & Crane Capital), and earlier in her career as Director & Vice President in Institutional Equities at UBS and Credit Suisse First Boston respectively, in London, Paris & New York.

Martha earned a post-graduate degree in Business (D.B.S.) in 1990 from the London School of Economics and a Bachelor of Commerce in International Business from McGill University in 1989. She speaks English and French.

Martha is currently serving on the Investment Committee of the Royal Ontario Museum and the Investment Committee for the Canada Council for the Arts.

Jason Jogia

Chief Investment Officer

Avenue Living Asset Management

Mr. Jogia serves as the Chief Investment Officer of Avenue Living, as well as Chief Executive Officer of our Opportunity Trust. He has over 15 years of experience in real estate capital markets and has originated over $10 billion in real estate loans and $500 million in equity. Prior to Avenue Living, he led the management of a $1.5 billion real estate debt portfolio at a major Canadian bank. He has extensive experience in real estate investment analysis and capital structure on various real estate asset classes.

Mr. Jogia’s insight and expertise in creating structures to attract capital, accessing capital markets, and alternative investments has helped Avenue Living parlay a focus on investing in the everyday to surpass $2.5 billion in assets under management. As CIO, he takes his fiduciary responsibility to the stakeholders earnestly. His focus remains on creating cadences that safeguard our investors, allowing them to comfortably invest in overlooked markets.

Mr. Jogia serves an instructor at the University of Calgary specializing in Real Estate Finance. He also serves as a board member for the Calgary Public Library Foundation. He holds a Master of Business Administration from the University of Calgary, and a Master of Corporate Finance from SDA Bocconi in Milan, Italy. In 2020, Mr. Jogia was featured Avenue Magazine’s “Top 40 Under 40” for his achievements in “transforming what real estate investment can look like.” An avid traveler, Mr. Jogia has visited over 38 countries and enjoys exploring different cultures and landscapes.

Jason Bordainick

Co-Founder and Managing Partner

Hudson Valley Property Group

Jason co-founded HVPG with a vision to create the preeminent housing preservation firm, improving upon the availability, quality, and affordability of housing across the country. A recognized industry leader, Jason applies his creativity, tenacity and business acumen towards building an impactful organization that achieves outstanding results for its partners – both for-profit and non-profit, and the communities it serves. Jason leads the strategic direction for the firm and ensures each project, partnership and investment is structured for success.  Before founding HVPG, Jason founded and built Off Campus Partners (OCP), the nation’s largest online marketplace for off campus housing, which helps millions of students secure housing each year. OCP was acquired by CoStar in 2019.  In his career, Jason has successfully executed over $2.5B of investments on behalf of private investors and corporations. He also previously worked in mergers & acquisitions and corporate management. Jason holds an MBA from Stanford’s Graduate School of Business and a BS in finance from the McIntire School of Commerce at the University of Virginia, where he was honored with the Warwick Johnson Jr. award for academic achievement.

Martha Tredgett

Managing Partner, Private Capital Advisory

Sera Global Advisors

Martha Tredgett is a Managing Partner at Sera Global based in our Toronto office.

She leads Private Capital Advisory coverage within Canada and is responsible for advising general partners, operating companies and managers of real assets on capital formation, fund strategy including capital raising.

Martha has over 25 years of experience in the investment business combining equity capital markets, business development and investment banking. Prior to joining Sera Global, Martha worked with LGT Capital Partners, a provider of alternative investment solutions. Other roles include Managing Director of JP Morgan in Toronto (formerly Bear Stearns & Crane Capital), and earlier in her career as Director & Vice President in Institutional Equities at UBS and Credit Suisse First Boston respectively, in London, Paris & New York.

Martha earned a post-graduate degree in Business (D.B.S.) in 1990 from the London School of Economics and a Bachelor of Commerce in International Business from McGill University in 1989. She speaks English and French.

Martha is currently serving on the Investment Committee of the Royal Ontario Museum and the Investment Committee for the Canada Council for the Arts.

Jason Jogia

Chief Investment Officer

Avenue Living Asset Management

Mr. Jogia serves as the Chief Investment Officer of Avenue Living, as well as Chief Executive Officer of our Opportunity Trust. He has over 15 years of experience in real estate capital markets and has originated over $10 billion in real estate loans and $500 million in equity. Prior to Avenue Living, he led the management of a $1.5 billion real estate debt portfolio at a major Canadian bank. He has extensive experience in real estate investment analysis and capital structure on various real estate asset classes.

Mr. Jogia’s insight and expertise in creating structures to attract capital, accessing capital markets, and alternative investments has helped Avenue Living parlay a focus on investing in the everyday to surpass $2.5 billion in assets under management. As CIO, he takes his fiduciary responsibility to the stakeholders earnestly. His focus remains on creating cadences that safeguard our investors, allowing them to comfortably invest in overlooked markets.

Mr. Jogia serves an instructor at the University of Calgary specializing in Real Estate Finance. He also serves as a board member for the Calgary Public Library Foundation. He holds a Master of Business Administration from the University of Calgary, and a Master of Corporate Finance from SDA Bocconi in Milan, Italy. In 2020, Mr. Jogia was featured Avenue Magazine’s “Top 40 Under 40” for his achievements in “transforming what real estate investment can look like.” An avid traveler, Mr. Jogia has visited over 38 countries and enjoys exploring different cultures and landscapes.

Jason Bordainick

Co-Founder and Managing Partner

Hudson Valley Property Group

Jason co-founded HVPG with a vision to create the preeminent housing preservation firm, improving upon the availability, quality, and affordability of housing across the country. A recognized industry leader, Jason applies his creativity, tenacity and business acumen towards building an impactful organization that achieves outstanding results for its partners – both for-profit and non-profit, and the communities it serves. Jason leads the strategic direction for the firm and ensures each project, partnership and investment is structured for success.  Before founding HVPG, Jason founded and built Off Campus Partners (OCP), the nation’s largest online marketplace for off campus housing, which helps millions of students secure housing each year. OCP was acquired by CoStar in 2019.  In his career, Jason has successfully executed over $2.5B of investments on behalf of private investors and corporations. He also previously worked in mergers & acquisitions and corporate management. Jason holds an MBA from Stanford’s Graduate School of Business and a BS in finance from the McIntire School of Commerce at the University of Virginia, where he was honored with the Warwick Johnson Jr. award for academic achievement.

Martha Tredgett

Managing Partner, Private Capital Advisory

Sera Global Advisors

Martha Tredgett is a Managing Partner at Sera Global based in our Toronto office.

She leads Private Capital Advisory coverage within Canada and is responsible for advising general partners, operating companies and managers of real assets on capital formation, fund strategy including capital raising.

Martha has over 25 years of experience in the investment business combining equity capital markets, business development and investment banking. Prior to joining Sera Global, Martha worked with LGT Capital Partners, a provider of alternative investment solutions. Other roles include Managing Director of JP Morgan in Toronto (formerly Bear Stearns & Crane Capital), and earlier in her career as Director & Vice President in Institutional Equities at UBS and Credit Suisse First Boston respectively, in London, Paris & New York.

Martha earned a post-graduate degree in Business (D.B.S.) in 1990 from the London School of Economics and a Bachelor of Commerce in International Business from McGill University in 1989. She speaks English and French.

Martha is currently serving on the Investment Committee of the Royal Ontario Museum and the Investment Committee for the Canada Council for the Arts.

Jason Jogia

Chief Investment Officer

Avenue Living Asset Management

Mr. Jogia serves as the Chief Investment Officer of Avenue Living, as well as Chief Executive Officer of our Opportunity Trust. He has over 15 years of experience in real estate capital markets and has originated over $10 billion in real estate loans and $500 million in equity. Prior to Avenue Living, he led the management of a $1.5 billion real estate debt portfolio at a major Canadian bank. He has extensive experience in real estate investment analysis and capital structure on various real estate asset classes.

Mr. Jogia’s insight and expertise in creating structures to attract capital, accessing capital markets, and alternative investments has helped Avenue Living parlay a focus on investing in the everyday to surpass $2.5 billion in assets under management. As CIO, he takes his fiduciary responsibility to the stakeholders earnestly. His focus remains on creating cadences that safeguard our investors, allowing them to comfortably invest in overlooked markets.

Mr. Jogia serves an instructor at the University of Calgary specializing in Real Estate Finance. He also serves as a board member for the Calgary Public Library Foundation. He holds a Master of Business Administration from the University of Calgary, and a Master of Corporate Finance from SDA Bocconi in Milan, Italy. In 2020, Mr. Jogia was featured Avenue Magazine’s “Top 40 Under 40” for his achievements in “transforming what real estate investment can look like.” An avid traveler, Mr. Jogia has visited over 38 countries and enjoys exploring different cultures and landscapes.

Jason Bordainick

Co-Founder and Managing Partner

Hudson Valley Property Group

Jason co-founded HVPG with a vision to create the preeminent housing preservation firm, improving upon the availability, quality, and affordability of housing across the country. A recognized industry leader, Jason applies his creativity, tenacity and business acumen towards building an impactful organization that achieves outstanding results for its partners – both for-profit and non-profit, and the communities it serves. Jason leads the strategic direction for the firm and ensures each project, partnership and investment is structured for success.  Before founding HVPG, Jason founded and built Off Campus Partners (OCP), the nation’s largest online marketplace for off campus housing, which helps millions of students secure housing each year. OCP was acquired by CoStar in 2019.  In his career, Jason has successfully executed over $2.5B of investments on behalf of private investors and corporations. He also previously worked in mergers & acquisitions and corporate management. Jason holds an MBA from Stanford’s Graduate School of Business and a BS in finance from the McIntire School of Commerce at the University of Virginia, where he was honored with the Warwick Johnson Jr. award for academic achievement.

Jamie Wile

Director of Fund Services

Espresso Capital

Jamie Wile leads fund sales and business development at Espresso Capital and brings more than 18 years of industry experience to his role. Prior to joining Espresso, he held a senior sales position at Sentry Investments for nearly 14 years, where he was responsible for raising capital from the IROC channel. Prior to Sentry, he held sales roles with BEST Funds and Talvest Asset Management.

Dan Williams

Managing Director

Kilgour Williams Capital

Kilgour Williams Capital (KWC) is an investment management firm specializing in marketplace lending (or Peer -to- Peer) Loans. We are the only fund managers in Canada actively investing in marketplace loans. We launched the KIWI Private Credit Fund in 2017 to provide Canadian investors access to this high yielding, rapidly growing asset class. Kiwi Private Credit Fund has been profitable every month since inception.

Dan joined KWC as a partner in May 09, providing structured credit advisory and management to the firm’s clients. Prior to joining KWC, Dan was the Chief Investment Officer of Dundee Bank of Canada. He managed a portfolio of structured credit investments, specifically slices of portfolios of middle market loans. Dan served on the bank’s Investment Committee, Asset/Liability Committee and as an active member of the senior executive team.

From 2001 to 2006, he was the Head of Credit Portfolio Management for National Bank of Canada. He managed the bank’s $4 billion portfolio of corporate loans and was responsible for maximizing the risk-adjusted return on the portfolio. Dan established the bank’s centralized Credit Portfolio Management function and sat on the Deals Committee, which reviewed and adjudicated every corporate loan. New measurements of bank-wide loan value were introduced that enabled efficient capital allocation decisions. Advanced portfolio-level risk models were implemented to identify industry and geographic risks, which were then hedged using an overlay of credit default swaps.

Trevor Simpson

Associate Partner

FirePower Capital

Trevor Simpson leads FirePower Capital’s Private Capital division in client engagement and credit underwriting. Trevor brings extensive experience in structuring cash flow transactions and providing patient capital to clients utilizing senior term, subordinated debt and mezzanine financing. Previously, Trevor worked at Roynat Capital where he managed and grew a portfolio of clients, tailoring long-term capital solutions for mid-sized companies. Trevor received a Bachelor of Commerce (Honours) from McMaster University, an MBA from the DeGroote School of Business at McMaster University and is a Chartered Professional Accountant.

Scott Starratt

Senior Vice President, Investment Advisor & Portfolio Manager

Canaccord Genuity Wealth Management

Scott Starratt is a Certified Financial Planner and a Chartered Investment Manager.  He graduated with a Bachelor of Commerce from the University of Alberta in 1993 majoring in Finance, Game Theory and Chemistry and draws on more than 29 years of experience in the financial services industry.

Scott’s role is to lead the team and perform astute due diligence, manage portfolios and select top-tier alternative and hedged investments for our clients’ downside protection. Scott gets to know company management teams on an up-close-and-personal basis to be able to assess funds based on more than figures on a balance sheet: he also considers each managers’ ethics, track records and integrity under pressure.