Jim O’Brien

Senior Managing Partner & CEO

Napier Park Global Capital

Jim O’Brien is a Senior Managing Partner and CEO of Napier Park. Jim was previously Co-CEO of CCA. Jim was a co-founder of Carlton Hill Global Capital (“CHGC”), a specialized asset management firm that was acquired by Citi in 2007. Prior to establishing CHGC in 2005, Jim spent 19 years at Morgan Stanley in the Fixed Income Division. He worked in London for 5 years and served as a Managing Director for 12 years. Over the course of his career at Morgan Stanley, Jim held numerous senior management positions including Co-Head of the Global Corporate Credit Group, Co-Head of the Global Investment Grade Credit Group, Head of Global Cash Corporate Trading, Head of Global Credit Research and Head of European Corporate Bond and ABS trading. He spent his first eight years at Morgan Stanley in the US International Sales and Product Management Group. Jim began his career in the Unit Investment Trust Division of Merrill Lynch. He has been honored with Service and Humanitarian awards from Team Walker, Inner City Education Foundation and Seton Hall University. Jim earned a BS degree in Finance from Seton Hall University.

Paul Desmarais III

Chairman and CEO

Sagard Holdings

Paul Desmarais III is the Chairman and CEO of Sagard Holdings, the Executive Chairman and Co-Founder of Portag3 Ventures, and the Chairman and co-founder of Diagram. Within the investment portfolios of Portag3 Ventures and Sagard Holdings, he is the Chairman of Wealthsimple and Peak Achievement Athletics and a director of Koho, Integrate AI, and IntegraMed.

Paul is also a Senior Vice President of Power Corporation of Canada and Power Financial of Canada. As a part of his responsibilities at the holdings, he sits on the boards of Groupe Bruxelles Lambert, and Imerys.

Prior to his current role, Paul worked at Goldman Sachs in the Investment Banking Division, Investment Group, and Special Situations Group; Imerys in supply chain management and strategy; and Great West Lifeco in risk management. Paul is a recipient of a B.A. in economics from Harvard College and holds and an MBA from INSEAD in France.

Evelyne Massa

Investor Relations

Group RMC

Evelyne heads Investor Relations at Group RMC, a family-held private real estate co-investment group headquartered in New York City. Group RMC is focused on acquiring and holding large, undervalued office portfolios in the U.S. Midwest and Southeast and presently oversees 19.4 million sq. ft. of commercial office real estate, representing over $2BN in asset value. Its principals co-invest to a significant degree in each acquisition alongside co-investors from across North America, Asia, the Middle East and Europe. Evelyne has previously worked in Canadian politics and completed a BA in sociology from McGill University, as well as graduate studies in the UK at the University of Cambridge and Oxford University.

Daniel Stow

Chief Investment Officer

Zen Capital and 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.    

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

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.

Othalia Doe-Bruce

Founder

InnovFin Consulting Inc

Othalia Doe-Bruce is the Founder of InnovFin Consulting Inc., a consulting and advisory firm helping companies leverage Blockchain technologies, to cut costs, generate revenues and access financing.

In 2018, she founded The Innovative Financier (TIF), a not-for-profit and an information hub with a community strong of 600+ members. TIF raises awareness on emerging tech to help individuals identify opportunities in the new digital economy. TIF raised funds for charities such as: Salvation Army, PAWS and Film4Peace.

She is also an Executive at the BlockchainHub, an NGO within York University providing education, research and commercialization of Start-Ups. There, she has designed and managed successful commercialization and educational programs, allowing her to grow the community to 6,000+ members. In 2018, she launched the first Blockchain Recruitment Day in Canada with 250 selected applicants, and sponsors such as KPMG, IBM, Toda and Skrumble.

Austin Hubbell

CEO & Co-Founder

Consilium Crypto

Austin is the CEO and co-founder of Consilium Crypto (https://consiliumcrypto.ai/), a big data company developing institutional grade investment analytics and liquidity access tools for the digital asset markets, helping funds find alpha and place large orders efficiently in times of thin liquidity. With a background in software development and machine learning Austin brings a skillset balanced between technology and business. He previously worked with a distributed team based in L.A./San Francisco to build predictive models for crime hotspotting in major US cities, before shifting to the world of Finance to build machine learning trading systems for currency markets.

John Norman

Portfolio Manager

Spartan Fund Management (Perisen Funds)

John is a board director and portfolio manager for the Perisen Funds at Spartan Fund Management. He co-founded Perisen in 2009 with Rick Brooks-Hill to pioneer the life settlement market in Canada. Prior to starting Perisen, John spent 17 years in the asset management industry in various portfolio management and sales & marketing capacities including co-founding a mutual fund company which was subsequently listed on the Toronto Stock Exchange. He was Portfolio Manager & Vice President at J. Zechner Associates between 2005 and 2008, Portfolio Manager with Phillips Hager & North from 1997 to 2005 and began his career at Burns Fry in 1993. John received his Bachelor of Arts degree in Economics from the University of Western Ontario in 1991, earned the Canadian Investment Manager (CIM) designation in 1998 and the Chartered Financial Analyst (CFA) designation in 1999.

Michael Rudd

Managing Partner

Fort Greene Capital

Michael Rudd is the Managing Partner at Fort Greene Capital, a family office advisory group. He specializes in private equity and hedge fund selection, as well as portfolio construction.

Prior to Fort Greene Capital, Michael served as Chief Investment Officer at Sigma Analysis and Management Ltd in Toronto, constructing portfolios of hedge funds for Sigma’s managed account platform. Michael started his career at UBS in London, rising to lead the credit derivative index (iTraxx) and swaption trading desk before transferring to New York to run RBC’s covered bond and yankee bank trading platforms.

Michael received an MSc in Accounting and Finance (specialization Finance) from the London School of Economics and is a Chartered Investment Manager®.

Marco Lukesch

Credit Opportunities Portfolio Manager

Emso Asset Management

Marco started his career as a consultant focused on financial services at Oliver, Wyman & Co. He joined HBK Capital Management in 2005, where he worked until 2013 where he was the co-head of EM. Thereafter, he was co-head of EM at Pine River Capital Management, focusing on illiquid opportunities in CEEMEA and LatAm. He oversaw all aspects of investing: sourcing, structuring, trading, and management of illiquid positions. At Pine River, he was instrumental in creating a consumer-lending platform in Brazil, as well as tax-blocker subsidiaries. Marco joined Emso in 2017. Marco graduated magna cum laude from the University of Pennsylvania with a B.A. and a B.Sc., and was admitted to the Phi Beta Kappa Society. Marco is also a Chartered Financial Analyst.

Jennie Baek

Partner, Capital Markets & Securities

McMillan LLP.

Jennie Baek practises capital markets and securities law with an emphasis on the investment funds and asset management industry.

Jennie has significant experience in the asset management industry and brings unique expertise and a practical approach with respect to operational, compliance, due diligence, and investment matters.

Advising on a variety of corporate and securities law matters, Jennie assists clients with the formation, structuring, management, and distribution of public funds and private equity funds as well as other investment products. She also provides counsel on registration and regulatory compliance, corporate governance and reporting obligations, and public and private financings.  Jennie has experience in share and asset transactions, mergers and acquisitions, corporate reorganizations, and other corporate transactions.

Prior to joining McMillan, Jennie worked as in-house counsel at a leading investment fund company and practised at a Toronto law firm.  She is a member of a number of industry organizations, including the Canadian Association of Alternative Strategies & Assets (CAASA), the Alternative Investment Management Association (AIMA), and the Portfolio Management Association of Canada (PMAC).

Chris Addy

Founder and CEO

Castle Hall Diligence

Chris is the Founder and CEO of Castle Hall, where he leads a team of more than 80 professionals conducting operational, ESG, risk and cyber due diligence on behalf of more than 100 asset owners worldwide.

Chris is one of the industry’s very first operational due diligence professionals. After audit experience with both Deloitte and PwC, Chris began his due diligence career in 1997 with the Atlantic Philanthropies (a multi billion dollar foundation and early hedge fund investor). Chris then joined UBP (2001) and co-founded Amber Partners (2004).

Chris is an advocate for enhanced best practices across the asset management industry. In addition to his work at Castle Hall, he is a member of the CFA Institute Global Industry Standards Steering Committee, and is a founding member of the Executive Committee of the Fund Governance Association. Chris also served for 6 years (2011-2016) as a member of the CFA Institute Capital Markets Policy Council, acting as Chair for a maximum three-year term.

Chris is a Fellow of the Institute of Chartered Accountants in England and Wales and is a CFA Charterholder.

Tanya Woods

General Counsel and Executive Vice President of Regulatory Affairs

Hut 8 Mining

Tanya Woods is General Counsel and Executive Vice President of Regulatory Affairs of Hut 8 Mining Corp., one of the largest publicly traded Bitcoin miners in the world.  Tanya is a seasoned legal professional, successful strategic advocate, author and global public speaker with established expertise in Blockchain, peer-to-peer technology, social impact innovation, and sustainable financial innovation. Tanya has completed two Masters of Laws including specialization in Technology Law, is a former trade negotiator, and has held senior level positions representing national and multinational organizations as a strategic advisor and legal counsel in the telecommunications, technology, sustainability and entertainment sectors. She is an advisor to CC UNESCO Cultural Committee and the Canadian Standards Organization Sharing Economy Committee. She most recently served as founding Managing Director of Canada’s first Chamber of Digital Commerce to advocate for and grow the country’s blockchain ecosystem. Tanya has been recognized by the Obama Foundation Global Civic Leader, Canadian Broadcasting Corporation as a Trailblazer, as a Bootstrap Award Winner for Social Impact, and by Toastmasters International for Community Leadership.

Mark Tower

Director, Business Development

Lyxor

Mark Tower is a Director of North American Business Development at Lyxor Asset Management Inc. (“Lyxor Inc.”), a wholly-owned subsidiary of Société Générale Group. Mr. Tower joined Lyxor Inc. in December 2015. Prior to joining Lyxor Inc. Mr. Tower was an Institutional Sales & Business Development Consultant at UBP Asset Management from December 2013 to December 2014. Prior to that, Mr. Tower was Head of Institutional Marketing at Rock Maple Funds from 2009 through 2013. From 2004 to 2009, he was Vice President, Institutional Marketing at Muirfield Capital Management. Prior to that Mr. Tower handled Institutional Marketing at Refco Alternative Investments Group from 2002 to 2003. From 2000 to 2002 he was a Wholesaler at Ortbitex Financial Services Group. Mr. Tower has more than 15 years of experience with alternative investments, including hedge funds, fund-of-hedge funds, and liquid alternatives.

Mr. Tower serves as a board member for Friends of Firefighters and Badge of Honor Memorial Foundation, both non-profit organizations. Mr. Tower received a B.A. from Boston College.

Travis Dowle

President

Maxam Capital Management Ltd.

Travis Dowle is the President of Maxam Capital Management Ltd. Travis began his career in 1996 with MK Wong & Associates, which was later acquired by HSBC Asset Management. Travis left HSBC in 2007 to lead public market investments for a family office/private investment group, before he founded Maxam in 2009. Travis is a graduate of the University of Western Ontario and holds the Chartered Financial Analyst (CFA) designation.

Michael Sager

Vice-President – MULTI-Asset & Currency Management

CIBC Asset Management

Michael Sager is a member of the CIBC Client Portfolio Manager team. Dr Sager partners with all CIBC distribution channels to deliver targeted thought leadership, education, and investment advice and perspective to clients and consultants.

Prior to joining CIBC Asset Management in 2018, Dr. Sager was an Asset Allocation Consultant at Alignvest Investment Management. Previously, he was a Senior Portfolio Manager at the Canadian Pension Plan Investment Board, a Fixed Income Currency Strategist at Wellington Management, Head of Currency Research at JP Morgan Asset Management and Putnam Investments, and an economist at the European Central Bank and the Bank of England.

Dr. Sager earned a Ph.D. in Economics from the University of Warwick and a Master of Science degree (with distinction) in Economics from the University of London.

Philip Mesman

Head of Fixed Income

Picton Mahoney Asset Management

Philip Mesman is a partner and lead Portfolio Manager of our firm’s Income Strategies. Phil’s previous investment experience includes working through the ranks at Scotiabank as a Commercial Lender; Merrill Lynch as a Proprietary Analyst and Trader; Greywolf Capital as a Credit Analyst; and Harris Investments as Managing Director and Portfolio Manager. As a 20+ year veteran in the investment industry and second generation credit specialist, Phil brings extensive experience across all facets of income investing. Phil graduated from the University of Western Ontario with a degree in Economics and is a CFA charterholder.

John Ruffolo

Founder & Managing Partner

Maverix Private Equity

John is the Founder and Managing Partner of Maverix Private Equity. John’s focus will is on guiding the strategy of the firm, Chair of the Investment Committee and is deeply involved with sourcing and leading opportunities particularly within the technology industry. John is also the Founder of OMERS Ventures. Through John’s leadership as Chief Executive Officer, OMERS Ventures had invested over $500 million of capital in over 40 disruptive technology companies across North America, including growth investments in Shopify, Wattpad, Wave, Hootsuite, Rover, Desire 2 Learn, Hopper, DuckDuckGo, TouchBistro and League. During his tenure at OMERS, John also formed OMERS Platform Investments as its Executive Managing Director. He has led investments in Purpose Financial, PointNorth Capital, District Ventures, OneEleven and ArcTern Ventures. John is also the Co-founder and Vice Chair of the Council of Canadian Innovators, a non-profit organization dedicated to helping high-growth Canadian technology firms scale up globally. Further, John sits on a number of boards of leading innovative organizations in both the profit and non-for-profit sector. John’s work has been recognized by numerous organizations. He has been selected as Canada’s Most Powerful Business Person by Canadian Business Magazine and as one of Toronto’s most influential persons by Toronto Life Magazine. John has been awarded with the Outstanding Progress and Achievement Award by the Schulich School of Business, an award for outstanding career achievements in their respective field. In 2018, John was honored with the Order of Merit of the Italian Republic which made him a 5th Class Knight. In 2020, John became a Fellow of the Chartered Professional Accountants of Ontario (FCPA).

Fun fact: John and his wife named each of their children after their favorite bottle of wine.

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

Andrey Omelchak

President, CEO, and CIO

LionGuard Capital Management Inc

Andrey Omelchak is the President, Chief Executive Officer and Chief Investment Officer of LionGuard Capital Management Inc., the Company he founded in April 2014. As President & CEO, Andrey sets the Company’s corporate direction, makes key personnel hiring decisions and ensures adherence to the highest ethical and professional standards in all dealings. As Chief Investment Officer, Andrey oversees the investment strategy of the Funds managed by the Company.
His role of Chief Investment Officer includes asset allocation decisions, stock selection decisions, and a rigorous risk management process. Andrey ensures that all research personnel adheres to core investment philosophy and effectively contributes towards strengthening Company’s research expertise. Mr. Omelchak also oversees interactions with LionGuard’s sophisticated client base, which includes institutional investors, family offices, fund of funds and select investment advisers.
Before LionGuard, Andrey worked as Portfolio Manager, Canadian Equities, at Montrusco Bolton Investments, where he oversaw Canadian Small Capitalization Equity Fund, Canadian Medium Capitalization Equity Fund, and other mandates, with combined assets under management of over C$1.35 billion. He also designed new strategies, which were successfully marketed to the Company’s institutional clients. Andrey left Montrusco to start LionGuard Capital at the end of March 2014. Prior to that, Andrey worked in the sell-side research department at Dundee Securities (currently Eight Capital). Andrey strongly believes that an excellent understanding of the inner workings of the sell-side makes him a better fund manager. Before Dundee, Andrey worked in research, trading and risk management roles at a Montreal-based Bellator Fund Management. Initially hired as a risk manager, Andrey subsequently moved to research and trading roles within the company.
Mr. Omelchak graduated with distinction from Concordia University, in Montreal, where he completed both his B.Comm, and M.Sc. (Finance) degrees. His graduate thesis was published in The Journal of Portfolio Management and The Journal of Derivatives & Hedge Funds, as well as presented at several academic conferences. Andrey also obtained Financial Risk Manager (FRM) designation from Global Association of Risk Professionals, Chartered Investment Manager (CIM) designation from Canadian Securities Institute and Chartered Financial Analyst (CFA) designation from CFA Institute.
Andrey is a frequent guest and commentator on Bloomberg BNN (including on Market Call), AIMA panels, CAASA panels, Reuters, Financial Post, Les Affaires and other media companies and associations.

Jason Granger

Chief Operating Officer

Fipke Group

Jason Granger is the Chief Operating officer of Kel-ex Developments Ltd. and the Fipke Group, a privately owned independent group and family office. In this role he is responsible for managing a group of private companies, managing the investment portfolio, and helping to represent the group in its holdings of publicly traded mineral exploration companies.

Jason has 12 years of capital markets and investment experience, including 8 years in equity research covering diversified industrials and 4 years in corporate development and investor relations. He also spent 10 years in accounting and finance roles in public practice, industry and CFO advisory capacities.

Jason holds a BBA from Simon Fraser University and an MBA from the Schulich School of Business at York University. He also has a designation as a Chartered Professional Accountant and is a CFA charter holder.

Alkarim Jivraj

Chief Executive Officer

Espresso Capital

Alkarim Jivraj has been involved in technology investment banking, venture capital, and venture debt for more than 20 years, during which time he has advised or invested in over 200 companies. Prior to joining Espresso, he was the Founder and Managing Partner of Intrepid Business Acceleration Fund, a venture capital fund, and Managing Director of the advisory firm Intrepid Equity Finance. Alkarim started his finance career at Yorkton Securities, a boutique investment banking firm, eventually leading its information technology investment banking practice and co-managing two investment funds.

Matthew Dennis

Vice President, Senior Analyst, & Multi Asset Class Mandates

Cidel

Matthew is responsible for Cidel’s alternative investment mandates and third party manager research efforts. He oversees the sourcing, due diligence, and selection of third party managers at the firm. Matthew is also a member of Cidel’s ESG Committee. Prior to joining Cidel in 2018, Matthew was Vice President and a core member of the investment team at Optima Fund Management LLC – an NYC-based alternative investment firm specializing in hedge fund multi-manager programs and advisory services.

Laurie Fuller

Venture Partner

Raiven Capital

Tim Cestnick

Co-Founder & CEO

Our Family Office

Jeffrey Deacon

Founder & Managing Partner

Private Debt Partners

Jeffrey Deacon is a Founder and Managing Partner at Private Debt Partners where his focus is originating high-quality, mid-market long-term loans while overseeing all aspects of the firm’s portfolio management requirements. Jeffrey serves as Co-Head of origination and portfolio management. Jeffrey was formerly a Managing Director at Fiera Private Debt and Integrated Asset Management for over four years, where he was a leading originator on a team that completed transactions valued over $1 billion across various industry sectors and throughout Canada. Prior to this, Jeffrey managed a top-performing team in the GTA for Roynat Capital, earning recognition as a top-performing District Director for the merchant capital and long-term lending arm of the Bank of Nova Scotia.

Thomas Liu

Partner, Head of Greater China and North Asia

Actis

 Thomas was one of the founding members of Standard Chartered Bank’s Principal Finance Real Estate group in 2010 and joined Actis in 2018 when the business was acquired from the bank. He leads the teams in Shanghai, Seoul and Hong Kong that have completed over USD700 million in opportunistic real estate investments in China and Korea, working with leading developers and high quality operating partners. 

Prior to Actis, Thomas has accumulated over two decades of pan-Asian direct investment and advisory experience. He started his career with the Shangri-La group, working on hotel pre-opening projects across Southeast Asia and China. He then joined PKF Consulting and advised Asian developers and owners on projects from India to Indonesia and the Philippines and China. In 1998 he joined the Koos Group and, for nine years, took on different leadership roles in financial advisory as well as direct investment functions in Hong Kong, Thailand, Korea and China for this leading Asian family group. Thomas moved to Beijing in 2004 when he took over the leadership of a real estate development business controlled by the Koos, completed and sold projects including offices, high end residential, hotel and serviced apartments in the greater Beijing and Shanghai areas. He then joined Aetos Capital in 2007 as one of the senior members of the China investment team before joining Standard Chartered Bank in 2010. 

Thomas holds a master degree in business administration from the joint Kellogg-HKUST EMBA program and acquired dual bachelor degrees in finance and hospitality from Boston University. 

Athas Kouvaras

Client Relationship and Development Manager

Richter Family Office

Athas is a Client Relationship and Development Manager at Richter Family Office with a focus on working with UHNW families. He brings more than 15 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.

Geoff Dover

President & Chief Investment Officer

Heirloom Investment Management

Geoff is the Chief Investment Officer of Heirloom, which offers institutional-quality investment solutions to families, ultra-high-net-worth individuals and small institutions. Originating as a single family office, Heirloom now offers its award-winning investment approach via managed accounts, individual alternative funds and co-investment opportunities and a bespoke Outsourced Chief Investment Officer service. For larger clients, this bespoke approach includes acting as either discretionary manager or advisor to deliver fully individualized mandates, including the incorporation of ethical or impact frameworks.

Heirloom has consistently outperformed its objectives by deploying a cross-asset, macro-thematic investment strategy that allocates capital to long-term, low-risk, secular trends, as well as market dislocations.

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.

Sean Adamick

Portfolio Manager

CMLS Asset Management

Mr. Adamick is the portfolio manager of the CMLS Mortgage Fund, and is a co-manager on several segregated institutional mortgage mandates. He has 10 years’ experience in investment management and mortgage finance.

Mr. Adamick began his career with KPMG LLP in Vancouver and spent several years with RBC Capital Markets’ top-ranked diversified financials equity research team covering publicly-traded investment management companies and mortgage and housing companies. Mr. Adamick is a graduate of the University of British Columbia, is a Chartered Accountant and a CFA charterholder.

Robert Duggan

Managing Director

Axonic Capital

Robert Duggan is a Managing Director at Axonic Capital working in the Business Development Group. Prior to Axonic, Mr. Duggan was a Partner and Senior Portfolio Manager at SkyBridge Capital, a global alternative asset management firm that specializes in fund of hedge funds products. At SkyBridge, Mr. Duggan was responsible for portfolio management, manager sourcing, and due diligence across various hedge fund strategies. Mr. Duggan joined SkyBridge in 2010 via the acquisition of Citi Alternative Investments (CAI) Hedge Fund Management Group. Before joining CAI, Mr. Duggan was a senior analyst at International Asset Management (IAM), where he was responsible for sourcing, due diligence and monitoring the firm’s U.S. based hedge fund investments across a broad range of investment strategies. Prior to IAM, Mr. Duggan held research analyst roles at Northern Trust Global Advisors and Alpha Investment Management.

Mr. Duggan received a B.A. in economics from Fordham University and is a CFA Charterholder.

Pete Chung

Managing Director & Head of Expansion Capital

Morgan Stanley Investment Management

Pete Chung is a Managing Director and Head of Morgan Stanley Expansion Capital. Previously, Pete served as the Co-Head and Managing Member of Morgan Stanley Venture Partners (“MSVP”), Morgan Stanley’s technology and healthcare focused late-stage investment funds. Prior to that, Pete Co-Founded Morgan Stanley Technology Ventures, the strategic investment arm of Morgan Stanley Technology Investment Banking, and Pete was also involved with Morgan Stanley Principal Investment’s growth equity investing activity. Pete joined Morgan Stanley Technology Investment Banking in 1993 and helped open Morgan Stanley’s first Silicon Valley office in Menlo Park in 1994. Pete is a graduate of Dartmouth College and the Stanford Graduate School of Business.

Enzo Gabrielli

Executive Vice President and Chief Financial Officer

Horizon Capital Holdings

Enzo Gabrielli has been with the family office of the Right Honorable Paul Martin for the past 15 years and is currently the Executive Vice President and CFO. The principal holding is CSL Group (Canada Steamship Lines) which is the world’s largest commercial manager of self-unloading vessels, and operates highly specialized fleet for off-shore transhippers and bulk carriers. Horizon Capital Holdings Group is a broad-based investment vehicle and management organization that provides diversification to marine logistics. Our portfolio includes North American real estate and direct investments in private companies, with a primary intent to buy and hold for expansion and growth. In his capacity, Enzo holds the title of President for various subsidiaries companies and also serves as a director and audit committee chairman for several portfolio investments and not-for-profit entities. He oversees the real estate and investment portfolio, assists with various philanthropic initiatives and manages the various facets of a family office. Prior to joining Horizon, Enzo worked for accounting firms in the financial advisory services, with significant experience in corporate finance, M&A transactions, insolvency and corporate restructuring in Canada and United States. Enzo pursued his graduate studies at McGill University where he graduated with Great Distinction. He holds both a chartered accountant and chartered financial analyst designation as well as the ICD.d designation. He lectured in the business program at McGill University.

Enzo Gabrielli fait partie du bureau de gestion du patrimoine familial du Très Honorable Paul Martin depuis plus de 15 ans et agit présentement en tant que vice-président exécutif et chef de la direction financière. L’actif principal est le Groupe CSL (Canada Steamship Lines) qui détient et exploite une flotte hautement diversifiée de navires autodéchargeurs spécialisés, de transbordeurs en mer et de vraquiers de petit tonnage. Horizon Capital Holdings est une société de gestion et d’investissement qui offre une diversification à l’industrie du transport maritime. Le portefeuille comprend des actifs immobiliers en Amérique du Nord ainsi que des participations dans des sociétés privées, avec comme objectif principal la détention à long-terme axée sur la croissance. Il agit également à titre de président de plusieurs filiales du groupe ainsi qu’administrateur et président du comité de vérification de plusieurs des sociétés en portefeuille et organismes à but non-lucratif. Il assure un suivi du portefeuille d’investissement en immobilier, supporte les activités philanthropiques du groupe et gère différents aspects du bureau familial. Avant de se joindre au groupe, Enzo a acquis de l’expérience au sein de bureaux comptable dans le domaine du financement corporatif, transactions de fusions et acquisitions, insolvabilité et restructuration tant au Canada qu’aux États-Unis. Enzo a poursuivi ses études supérieures à l’université McGill où il a gradué avec la mention « Grande Distinction ». Il est détenteur du titre de CPA et CFA ainsi que du titre IAS.A. Il a donné plusieurs cours dans la faculté de gestion de l’université McGill.

Omar Shaikh

Portfolio Manager

Echelon Wealth Partners

Omar began his career in the wealth management industry in the early 2000’s, working extensively in financial planning and investment advisory roles at one of the major Canadian banks. Omar has worked in the brokerage industry for over 15 years, and as a Portfolio Manager at Echelon Wealth Partners for the last 9 years. Drawing on a background in financial planning and investment management, Omar is uniquely positioned to build investment plans for clients who often have complex financial planning needs.

As a Portfolio Manager, Omar’s focus is on combining often unique and diversified sources of returns in a customized managed portfolio based on his clients’ preferences and goals. Applying an evidenced based approach to both investment management and financial planning, Omar’s clients benefit by understanding the true cost of their future goals such as retirement or education planning.

Omar has earned the prestigious Chartered Financial Analyst® (CFA) designation, demonstrating his strong commitment to his clients and the investment industry. In addition to being a CFA charter holder, Omar also holds the Certified Financial Planner (CFP) designation. Omar graduated from York University with a BA in Economics.

Peter Misek

Co-Founder & Partner

Framework Venture Partners

Peter Misek is a Co-Founder and Partner of Framework Venture Partners. Based in Toronto, he comes with over 17 years of venture capital experience as an Advisor/ Venture Partner for DN Capital including direct involvement in multiple unicorns. At Framework, Peter’s investments include FlipGive, Daisy Intellidence, GoViral Inc., TouchBistro, Wattpad and Wave Financial.

Prior to Framework, Peter was a Partner at BDC IT Venture Fund. With an entrepreneurial background, Peter is a Chairman and Founder of SoundPays Inc. and an original programmer of the technology. Peter has almost 20 years of investment banking experience as Managing Director and Co‑Head of Global Technology Research for Jefferies in NYC and as Director of Research and Global Technology Analyst for Canaccord.

Peter holds a CA, CPA, CPA from Illinois as well as a CFA. He is a hobby programmer who has founded technology companies.

Scott Morrison

Chief Investment Officer

Wealhouse Capital Management

Scott Morrison is the Chief Investment Officer of Wealhouse Capital Management, a privately-owned investment firm and family office. As the firm’s founder, Scott is responsible for overseeing Wealhouse’s various strategies across asset classes, as well as the firm’s private equity portfolio and real estate holdings.

Outside of Wealhouse, Scott serves on the investment committee of the Centre for International Governance Innovation (CIGI), where he advises on investment decisions for CIGI’s endowment fund. Scott has over 25 years of asset management experience. Prior to Wealhouse, Scott spearheaded the portfolio management for notable firms such as Mackenzie Investments, CI Funds, and Investors Group. Scott holds a Bachelor of Finance from Concordia University and is a CFA Charterholder.

Andrew Smith

Managing Director, Co-head of Real Estate Debt

Kayne Anderson Capital Advisors L.P.

Andrew Smith is a Managing Director on the Debt team at KA Real Estate. He is Co-Portfolio Manager for the debt platform and is responsible for sourcing, underwriting, acquiring and managing the portfolio of commercial real estate related debt and securities.

Prior to joining Kayne Anderson in 2014, Mr. Smith was a portfolio manager and founding partner of Aqua Investment Management (“Aqua”) (subsequently portfolio manager at Exigent Capital Management, which acquired Aqua). He previously served as Vice President and Senior Securities Analyst for Dividend Capital Group, where he underwrote and analyzed potential real estate loans, commercial mortgage backed securities, CRE CDO and equity investments. Prior positions Mr. Smith held include Senior Analyst for Newcastle Investment Corp (NYSE: NCT) and Associate in the Structured Finance CMBS Group at Ernst & Young, LLP.

Mr. Smith earned a B.S. with concentration in Finance from Cornell University.

Stella Mills

Director

FirePower Capital

Stella Millis is with Firepower Capital’s Private Equity division. Most recently she was Vice-President in BDO’s Financial Recovery Services practice, specializing in corporate restructuring and insolvency, advising companies, boards of directors, lending institutions and private equity funds. Her work includes assisting stakeholders of financially troubled companies, conducting business and lending due diligence reviews, developing and implementing reorganization strategies both in and out-out-court restructurings. Stella has more than 20 years experience spread across a broad range of industries including mining and mining services, metal production and extrusion, manufacturing, quick service restaurants, construction, telecommunications, hospitality, real estate and health care. 

Stella is a Licenced Insolvency Trustee, a member of the Canadian Association of Insolvency and Restructuring Professionals; where she serves as a board member of the Ontario Association.