Jason Chertin

Partner

McMillan LLP

Jason Chertin is the Co-Chair, Investment Funds and Asset Management at McMillan LLP. A significant part of Jason’s practice encompasses working with investment fund managers, portfolio advisors and dealers in establishing, marketing and maintaining investment products, including privately offered domestic and offshore funds, publicly offered mutual funds and other exchange-traded funds. Jason also provides ongoing advice to Canadian and non-resident managers with respect to registration and compliance obligations, and assists clients with regulatory reviews and audits.

Michael Friedman

Partner

McMillan LLP

Michael Friedman is the leader of the National Tax Practice at McMillan LLP. Michael specializes in counselling investment funds and asset managers on the establishment and administration of tax-efficient investment vehicles. Michael regularly guides the formation of institutional and targeted structured products catering to a wide range of domestic and offshore investors. Michael also advises a large number of domestic investment managers retained by international investment funds. Michael has been an active member of the McMillan Tax team that has stood at the forefront of the development of tax-efficient investment fund structures, including Master-Feeder funds, switch funds, and specialized return funds.

Michael has broad experience, and has enjoyed great success, representing clients in resolving tax disputes with both the Canada Revenue Agency and the provincial revenue authorities. Michael has appeared before both the Tax Court of Canada and the Federal Court of Appeal.

Daniella Skotnicki

Partner

Harneys

Daniella Skotnicki is a partner in the firm’s Cayman office. She has over 12 years’ experience and a broad private funds practice specialising in hedge funds and private equity as well as advising on fintech related matters. Daniella has extensive experience advising fund sponsors on the structuring and formation of funds, co-investment vehicles and alternative investment vehicles and providing ongoing advice.

Daniella’s practice also encompasses advising on mergers and acquisitions, joint ventures, listings on the Cayman Islands Stock Exchange, security token offerings, initial coin offerings and corporate reorganisations. Daniella acts for leading financial institution and investment managers as well as boutique and start-up managers and fintech companies.

Prior to joining us in 2017, Daniella was counsel at Ogier, practised with Cox Hallett Wilkinson in Bermuda and King & Wood Mallesons in Australia. Daniella has also served as in-house legal counsel at an administrator in the Cayman Islands.

Daniella is a chartered alternative investment analyst.”

Jennifer Collins

Director

Carne Group

Jennifer is a highly experienced Cayman Islands fund director with over 18 years of experience in the investment fund industry. She has a strong knowledge of investment fund structures and their administration having worked with many of the world’s leading asset managers. She has extensive experience in fund administration and is particularly familiar with fund setup, administration and documentary review requirements for Cayman Islands funds.

Jennifer joined Carne in 2014 from Elian Fund Services in the Cayman Islands (formerly Ogier Fiduciary Services), where she was an Associate Director in the firm’s Director Services division. Prior to this she worked in the Cayman fund administration industry with UBS Fund Services (Cayman) and Fortis Fund Services (Cayman) Limited. Jennifer began her career at KPMG and PricewaterhouseCoopers in Canada.

Jennifer is a qualified accountant with professional accounting designations from Canada and the United States. She has a Bachelor’s degree in Business Administration from the University of Prince Edward Island in Canada and is a member of the Chartered Professional Accountants of Canada, the Cayman Islands Institute of Professional Accountants and the Cayman Islands Directors Association. Jennifer is also a director on the global board of Help for Children and the local board of Hedge Funds Care Cayman.

Joseph N Micallef

Partner, National Tax Leader Financial Services & Asset Management

KPMG

Joseph specializes in wealth and asset management, private equity, banking, capital markets, financing and leasing entities and broker dealer taxation matters. In addition to leading the wealth and asset management tax practice. Joseph also advises clients on tax accounting and tax risk governance matters. During Joseph’s career he also has practised outside of financial services in the resources, power and utilities, life sciences, and technology industries.

Joseph has more than 25 years of experience working with regulated and non-regulated public and private clients of all sizes in the financial services, resources, utilities, life sciences and technology industries.

Guy Caplan

Founder

Pilot House Capital

Guy Caplan, CFA is Pilot House’s CIO and founder. Pilot House Equity Opportunities Fund launched in September 2017. It is a liquid, U.S. equity-focused fund that employs an active, event-driven investment approach. Mr. Caplan has been an institutional investment manager for over twenty-three years, specializing in equities, credit and hybrid securities. In 2009, he co-founded Raven Rock Capital in Chapel Hill, NC, a hedge fund with peak assets of US$500 million, specializing in U.S. high yield and convertible arbitrage. Mr. Caplan was Co-Portfolio Manager and Chief Risk Officer for the funds. From 1999 to 2007, Mr. Caplan was Portfolio Manager and Head of Risk for Argent Funds Group convertible strategies; under his guidance assets grew from US$200 million to a peak of US$3 billion. Throughout his career, Mr. Caplan has been a speaker at conferences worldwide, including those sponsored by Goldman Sachs, Deutsche Bank, Absolute Return New York, GAIM USA and GAIM Dubai.

Jason Chertin

Partner

McMillan LLP

Jason Chertin is the Co-Chair, Investment Funds and Asset Management at McMillan LLP. A significant part of Jason’s practice encompasses working with investment fund managers, portfolio advisors and dealers in establishing, marketing and maintaining investment products, including privately offered domestic and offshore funds, publicly offered mutual funds and other exchange-traded funds. Jason also provides ongoing advice to Canadian and non-resident managers with respect to registration and compliance obligations, and assists clients with regulatory reviews and audits.

Michael Friedman

Partner

McMillan LLP

Michael Friedman is the leader of the National Tax Practice at McMillan LLP. Michael specializes in counselling investment funds and asset managers on the establishment and administration of tax-efficient investment vehicles. Michael regularly guides the formation of institutional and targeted structured products catering to a wide range of domestic and offshore investors. Michael also advises a large number of domestic investment managers retained by international investment funds. Michael has been an active member of the McMillan Tax team that has stood at the forefront of the development of tax-efficient investment fund structures, including Master-Feeder funds, switch funds, and specialized return funds.

Michael has broad experience, and has enjoyed great success, representing clients in resolving tax disputes with both the Canada Revenue Agency and the provincial revenue authorities. Michael has appeared before both the Tax Court of Canada and the Federal Court of Appeal.

Daniella Skotnicki

Partner

Harneys

Daniella Skotnicki is a partner in the firm’s Cayman office. She has over 12 years’ experience and a broad private funds practice specialising in hedge funds and private equity as well as advising on fintech related matters. Daniella has extensive experience advising fund sponsors on the structuring and formation of funds, co-investment vehicles and alternative investment vehicles and providing ongoing advice.

Daniella’s practice also encompasses advising on mergers and acquisitions, joint ventures, listings on the Cayman Islands Stock Exchange, security token offerings, initial coin offerings and corporate reorganisations. Daniella acts for leading financial institution and investment managers as well as boutique and start-up managers and fintech companies.

Prior to joining us in 2017, Daniella was counsel at Ogier, practised with Cox Hallett Wilkinson in Bermuda and King & Wood Mallesons in Australia. Daniella has also served as in-house legal counsel at an administrator in the Cayman Islands.

Daniella is a chartered alternative investment analyst.”

Jennifer Collins

Director

Carne Group

Jennifer is a highly experienced Cayman Islands fund director with over 18 years of experience in the investment fund industry. She has a strong knowledge of investment fund structures and their administration having worked with many of the world’s leading asset managers. She has extensive experience in fund administration and is particularly familiar with fund setup, administration and documentary review requirements for Cayman Islands funds.

Jennifer joined Carne in 2014 from Elian Fund Services in the Cayman Islands (formerly Ogier Fiduciary Services), where she was an Associate Director in the firm’s Director Services division. Prior to this she worked in the Cayman fund administration industry with UBS Fund Services (Cayman) and Fortis Fund Services (Cayman) Limited. Jennifer began her career at KPMG and PricewaterhouseCoopers in Canada.

Jennifer is a qualified accountant with professional accounting designations from Canada and the United States. She has a Bachelor’s degree in Business Administration from the University of Prince Edward Island in Canada and is a member of the Chartered Professional Accountants of Canada, the Cayman Islands Institute of Professional Accountants and the Cayman Islands Directors Association. Jennifer is also a director on the global board of Help for Children and the local board of Hedge Funds Care Cayman.

Joseph N Micallef

Partner, National Tax Leader Financial Services & Asset Management

KPMG

Joseph specializes in wealth and asset management, private equity, banking, capital markets, financing and leasing entities and broker dealer taxation matters. In addition to leading the wealth and asset management tax practice. Joseph also advises clients on tax accounting and tax risk governance matters. During Joseph’s career he also has practised outside of financial services in the resources, power and utilities, life sciences, and technology industries.

Joseph has more than 25 years of experience working with regulated and non-regulated public and private clients of all sizes in the financial services, resources, utilities, life sciences and technology industries.

Guy Caplan

Founder

Pilot House Capital

Guy Caplan, CFA is Pilot House’s CIO and founder. Pilot House Equity Opportunities Fund launched in September 2017. It is a liquid, U.S. equity-focused fund that employs an active, event-driven investment approach. Mr. Caplan has been an institutional investment manager for over twenty-three years, specializing in equities, credit and hybrid securities. In 2009, he co-founded Raven Rock Capital in Chapel Hill, NC, a hedge fund with peak assets of US$500 million, specializing in U.S. high yield and convertible arbitrage. Mr. Caplan was Co-Portfolio Manager and Chief Risk Officer for the funds. From 1999 to 2007, Mr. Caplan was Portfolio Manager and Head of Risk for Argent Funds Group convertible strategies; under his guidance assets grew from US$200 million to a peak of US$3 billion. Throughout his career, Mr. Caplan has been a speaker at conferences worldwide, including those sponsored by Goldman Sachs, Deutsche Bank, Absolute Return New York, GAIM USA and GAIM Dubai.

Jason Chertin

Partner

McMillan LLP

Jason Chertin is the Co-Chair, Investment Funds and Asset Management at McMillan LLP. A significant part of Jason’s practice encompasses working with investment fund managers, portfolio advisors and dealers in establishing, marketing and maintaining investment products, including privately offered domestic and offshore funds, publicly offered mutual funds and other exchange-traded funds. Jason also provides ongoing advice to Canadian and non-resident managers with respect to registration and compliance obligations, and assists clients with regulatory reviews and audits.

Michael Friedman

Partner

McMillan LLP

Michael Friedman is the leader of the National Tax Practice at McMillan LLP. Michael specializes in counselling investment funds and asset managers on the establishment and administration of tax-efficient investment vehicles. Michael regularly guides the formation of institutional and targeted structured products catering to a wide range of domestic and offshore investors. Michael also advises a large number of domestic investment managers retained by international investment funds. Michael has been an active member of the McMillan Tax team that has stood at the forefront of the development of tax-efficient investment fund structures, including Master-Feeder funds, switch funds, and specialized return funds.

Michael has broad experience, and has enjoyed great success, representing clients in resolving tax disputes with both the Canada Revenue Agency and the provincial revenue authorities. Michael has appeared before both the Tax Court of Canada and the Federal Court of Appeal.

Daniella Skotnicki

Partner

Harneys

Daniella Skotnicki is a partner in the firm’s Cayman office. She has over 12 years’ experience and a broad private funds practice specialising in hedge funds and private equity as well as advising on fintech related matters. Daniella has extensive experience advising fund sponsors on the structuring and formation of funds, co-investment vehicles and alternative investment vehicles and providing ongoing advice.

Daniella’s practice also encompasses advising on mergers and acquisitions, joint ventures, listings on the Cayman Islands Stock Exchange, security token offerings, initial coin offerings and corporate reorganisations. Daniella acts for leading financial institution and investment managers as well as boutique and start-up managers and fintech companies.

Prior to joining us in 2017, Daniella was counsel at Ogier, practised with Cox Hallett Wilkinson in Bermuda and King & Wood Mallesons in Australia. Daniella has also served as in-house legal counsel at an administrator in the Cayman Islands.

Daniella is a chartered alternative investment analyst.”

Jennifer Collins

Director

Carne Group

Jennifer is a highly experienced Cayman Islands fund director with over 18 years of experience in the investment fund industry. She has a strong knowledge of investment fund structures and their administration having worked with many of the world’s leading asset managers. She has extensive experience in fund administration and is particularly familiar with fund setup, administration and documentary review requirements for Cayman Islands funds.

Jennifer joined Carne in 2014 from Elian Fund Services in the Cayman Islands (formerly Ogier Fiduciary Services), where she was an Associate Director in the firm’s Director Services division. Prior to this she worked in the Cayman fund administration industry with UBS Fund Services (Cayman) and Fortis Fund Services (Cayman) Limited. Jennifer began her career at KPMG and PricewaterhouseCoopers in Canada.

Jennifer is a qualified accountant with professional accounting designations from Canada and the United States. She has a Bachelor’s degree in Business Administration from the University of Prince Edward Island in Canada and is a member of the Chartered Professional Accountants of Canada, the Cayman Islands Institute of Professional Accountants and the Cayman Islands Directors Association. Jennifer is also a director on the global board of Help for Children and the local board of Hedge Funds Care Cayman.

Joseph N Micallef

Partner, National Tax Leader Financial Services & Asset Management

KPMG

Joseph specializes in wealth and asset management, private equity, banking, capital markets, financing and leasing entities and broker dealer taxation matters. In addition to leading the wealth and asset management tax practice. Joseph also advises clients on tax accounting and tax risk governance matters. During Joseph’s career he also has practised outside of financial services in the resources, power and utilities, life sciences, and technology industries.

Joseph has more than 25 years of experience working with regulated and non-regulated public and private clients of all sizes in the financial services, resources, utilities, life sciences and technology industries.

Guy Caplan

Founder

Pilot House Capital

Guy Caplan, CFA is Pilot House’s CIO and founder. Pilot House Equity Opportunities Fund launched in September 2017. It is a liquid, U.S. equity-focused fund that employs an active, event-driven investment approach. Mr. Caplan has been an institutional investment manager for over twenty-three years, specializing in equities, credit and hybrid securities. In 2009, he co-founded Raven Rock Capital in Chapel Hill, NC, a hedge fund with peak assets of US$500 million, specializing in U.S. high yield and convertible arbitrage. Mr. Caplan was Co-Portfolio Manager and Chief Risk Officer for the funds. From 1999 to 2007, Mr. Caplan was Portfolio Manager and Head of Risk for Argent Funds Group convertible strategies; under his guidance assets grew from US$200 million to a peak of US$3 billion. Throughout his career, Mr. Caplan has been a speaker at conferences worldwide, including those sponsored by Goldman Sachs, Deutsche Bank, Absolute Return New York, GAIM USA and GAIM Dubai.

Jason Chertin

Partner

McMillan LLP

Jason Chertin is the Co-Chair, Investment Funds and Asset Management at McMillan LLP. A significant part of Jason’s practice encompasses working with investment fund managers, portfolio advisors and dealers in establishing, marketing and maintaining investment products, including privately offered domestic and offshore funds, publicly offered mutual funds and other exchange-traded funds. Jason also provides ongoing advice to Canadian and non-resident managers with respect to registration and compliance obligations, and assists clients with regulatory reviews and audits.

Michael Friedman

Partner

McMillan LLP

Michael Friedman is the leader of the National Tax Practice at McMillan LLP. Michael specializes in counselling investment funds and asset managers on the establishment and administration of tax-efficient investment vehicles. Michael regularly guides the formation of institutional and targeted structured products catering to a wide range of domestic and offshore investors. Michael also advises a large number of domestic investment managers retained by international investment funds. Michael has been an active member of the McMillan Tax team that has stood at the forefront of the development of tax-efficient investment fund structures, including Master-Feeder funds, switch funds, and specialized return funds.

Michael has broad experience, and has enjoyed great success, representing clients in resolving tax disputes with both the Canada Revenue Agency and the provincial revenue authorities. Michael has appeared before both the Tax Court of Canada and the Federal Court of Appeal.

Daniella Skotnicki

Partner

Harneys

Daniella Skotnicki is a partner in the firm’s Cayman office. She has over 12 years’ experience and a broad private funds practice specialising in hedge funds and private equity as well as advising on fintech related matters. Daniella has extensive experience advising fund sponsors on the structuring and formation of funds, co-investment vehicles and alternative investment vehicles and providing ongoing advice.

Daniella’s practice also encompasses advising on mergers and acquisitions, joint ventures, listings on the Cayman Islands Stock Exchange, security token offerings, initial coin offerings and corporate reorganisations. Daniella acts for leading financial institution and investment managers as well as boutique and start-up managers and fintech companies.

Prior to joining us in 2017, Daniella was counsel at Ogier, practised with Cox Hallett Wilkinson in Bermuda and King & Wood Mallesons in Australia. Daniella has also served as in-house legal counsel at an administrator in the Cayman Islands.

Daniella is a chartered alternative investment analyst.”

Jennifer Collins

Director

Carne Group

Jennifer is a highly experienced Cayman Islands fund director with over 18 years of experience in the investment fund industry. She has a strong knowledge of investment fund structures and their administration having worked with many of the world’s leading asset managers. She has extensive experience in fund administration and is particularly familiar with fund setup, administration and documentary review requirements for Cayman Islands funds.

Jennifer joined Carne in 2014 from Elian Fund Services in the Cayman Islands (formerly Ogier Fiduciary Services), where she was an Associate Director in the firm’s Director Services division. Prior to this she worked in the Cayman fund administration industry with UBS Fund Services (Cayman) and Fortis Fund Services (Cayman) Limited. Jennifer began her career at KPMG and PricewaterhouseCoopers in Canada.

Jennifer is a qualified accountant with professional accounting designations from Canada and the United States. She has a Bachelor’s degree in Business Administration from the University of Prince Edward Island in Canada and is a member of the Chartered Professional Accountants of Canada, the Cayman Islands Institute of Professional Accountants and the Cayman Islands Directors Association. Jennifer is also a director on the global board of Help for Children and the local board of Hedge Funds Care Cayman.

Joseph N Micallef

Partner, National Tax Leader Financial Services & Asset Management

KPMG

Joseph specializes in wealth and asset management, private equity, banking, capital markets, financing and leasing entities and broker dealer taxation matters. In addition to leading the wealth and asset management tax practice. Joseph also advises clients on tax accounting and tax risk governance matters. During Joseph’s career he also has practised outside of financial services in the resources, power and utilities, life sciences, and technology industries.

Joseph has more than 25 years of experience working with regulated and non-regulated public and private clients of all sizes in the financial services, resources, utilities, life sciences and technology industries.

Guy Caplan

Founder

Pilot House Capital

Guy Caplan, CFA is Pilot House’s CIO and founder. Pilot House Equity Opportunities Fund launched in September 2017. It is a liquid, U.S. equity-focused fund that employs an active, event-driven investment approach. Mr. Caplan has been an institutional investment manager for over twenty-three years, specializing in equities, credit and hybrid securities. In 2009, he co-founded Raven Rock Capital in Chapel Hill, NC, a hedge fund with peak assets of US$500 million, specializing in U.S. high yield and convertible arbitrage. Mr. Caplan was Co-Portfolio Manager and Chief Risk Officer for the funds. From 1999 to 2007, Mr. Caplan was Portfolio Manager and Head of Risk for Argent Funds Group convertible strategies; under his guidance assets grew from US$200 million to a peak of US$3 billion. Throughout his career, Mr. Caplan has been a speaker at conferences worldwide, including those sponsored by Goldman Sachs, Deutsche Bank, Absolute Return New York, GAIM USA and GAIM Dubai.

Ramsay Cabernet Sauvignon North Coast 2017

Sonoma County

United States

Rich & Bold

Kent Rasmussen truly believes that the North Coast has the perfect terroir for growing Cabernet Sauvignon. He spent years searching the appellation for the best “vineyards farmed by really engaged farmers who value quality above all else”. For this wine, most of the fruit comes from Sonoma, but there are a couple vineyard lots from Napa Valley, and Lake County as well.

This Cabernet smells like cherries and red currant, vanilla, hazelnut and subtle undertones of spices. These are carried forward to the palate with bright, rich fruit flavour with plenty of soft tannins.

Grayson Chardonnay

California

United States

The folksy country crowd and top critics agree: Grayson’s Chardonnay has been a gold-medallist at California’s state fair and a wine that Robert Parker named to his list of top California value wines for 11 consecutive years. A cozy, clean, creamy, bright wine that deserves a place at your table. Brilliantly ripe, showing brisk acidity and good minerality with notes of pineapple and apricot.

Jason Chertin

Partner

McMillan LLP

Jason Chertin is the Co-Chair, Investment Funds and Asset Management at McMillan LLP. A significant part of Jason’s practice encompasses working with investment fund managers, portfolio advisors and dealers in establishing, marketing and maintaining investment products, including privately offered domestic and offshore funds, publicly offered mutual funds and other exchange-traded funds. Jason also provides ongoing advice to Canadian and non-resident managers with respect to registration and compliance obligations, and assists clients with regulatory reviews and audits.

Michael Friedman

Partner

McMillan LLP

Michael Friedman is the leader of the National Tax Practice at McMillan LLP. Michael specializes in counselling investment funds and asset managers on the establishment and administration of tax-efficient investment vehicles. Michael regularly guides the formation of institutional and targeted structured products catering to a wide range of domestic and offshore investors. Michael also advises a large number of domestic investment managers retained by international investment funds. Michael has been an active member of the McMillan Tax team that has stood at the forefront of the development of tax-efficient investment fund structures, including Master-Feeder funds, switch funds, and specialized return funds.

Michael has broad experience, and has enjoyed great success, representing clients in resolving tax disputes with both the Canada Revenue Agency and the provincial revenue authorities. Michael has appeared before both the Tax Court of Canada and the Federal Court of Appeal.

Daniella Skotnicki

Partner

Harneys

Daniella Skotnicki is a partner in the firm’s Cayman office. She has over 12 years’ experience and a broad private funds practice specialising in hedge funds and private equity as well as advising on fintech related matters. Daniella has extensive experience advising fund sponsors on the structuring and formation of funds, co-investment vehicles and alternative investment vehicles and providing ongoing advice.

Daniella’s practice also encompasses advising on mergers and acquisitions, joint ventures, listings on the Cayman Islands Stock Exchange, security token offerings, initial coin offerings and corporate reorganisations. Daniella acts for leading financial institution and investment managers as well as boutique and start-up managers and fintech companies.

Prior to joining us in 2017, Daniella was counsel at Ogier, practised with Cox Hallett Wilkinson in Bermuda and King & Wood Mallesons in Australia. Daniella has also served as in-house legal counsel at an administrator in the Cayman Islands.

Daniella is a chartered alternative investment analyst.”

Jennifer Collins

Director

Carne Group

Jennifer is a highly experienced Cayman Islands fund director with over 18 years of experience in the investment fund industry. She has a strong knowledge of investment fund structures and their administration having worked with many of the world’s leading asset managers. She has extensive experience in fund administration and is particularly familiar with fund setup, administration and documentary review requirements for Cayman Islands funds.

Jennifer joined Carne in 2014 from Elian Fund Services in the Cayman Islands (formerly Ogier Fiduciary Services), where she was an Associate Director in the firm’s Director Services division. Prior to this she worked in the Cayman fund administration industry with UBS Fund Services (Cayman) and Fortis Fund Services (Cayman) Limited. Jennifer began her career at KPMG and PricewaterhouseCoopers in Canada.

Jennifer is a qualified accountant with professional accounting designations from Canada and the United States. She has a Bachelor’s degree in Business Administration from the University of Prince Edward Island in Canada and is a member of the Chartered Professional Accountants of Canada, the Cayman Islands Institute of Professional Accountants and the Cayman Islands Directors Association. Jennifer is also a director on the global board of Help for Children and the local board of Hedge Funds Care Cayman.

Joseph N Micallef

Partner, National Tax Leader Financial Services & Asset Management

KPMG

Joseph specializes in wealth and asset management, private equity, banking, capital markets, financing and leasing entities and broker dealer taxation matters. In addition to leading the wealth and asset management tax practice. Joseph also advises clients on tax accounting and tax risk governance matters. During Joseph’s career he also has practised outside of financial services in the resources, power and utilities, life sciences, and technology industries.

Joseph has more than 25 years of experience working with regulated and non-regulated public and private clients of all sizes in the financial services, resources, utilities, life sciences and technology industries.

Guy Caplan

Founder

Pilot House Capital

Guy Caplan, CFA is Pilot House’s CIO and founder. Pilot House Equity Opportunities Fund launched in September 2017. It is a liquid, U.S. equity-focused fund that employs an active, event-driven investment approach. Mr. Caplan has been an institutional investment manager for over twenty-three years, specializing in equities, credit and hybrid securities. In 2009, he co-founded Raven Rock Capital in Chapel Hill, NC, a hedge fund with peak assets of US$500 million, specializing in U.S. high yield and convertible arbitrage. Mr. Caplan was Co-Portfolio Manager and Chief Risk Officer for the funds. From 1999 to 2007, Mr. Caplan was Portfolio Manager and Head of Risk for Argent Funds Group convertible strategies; under his guidance assets grew from US$200 million to a peak of US$3 billion. Throughout his career, Mr. Caplan has been a speaker at conferences worldwide, including those sponsored by Goldman Sachs, Deutsche Bank, Absolute Return New York, GAIM USA and GAIM Dubai.

Jason Chertin

Partner

McMillan LLP

Jason Chertin is the Co-Chair, Investment Funds and Asset Management at McMillan LLP. A significant part of Jason’s practice encompasses working with investment fund managers, portfolio advisors and dealers in establishing, marketing and maintaining investment products, including privately offered domestic and offshore funds, publicly offered mutual funds and other exchange-traded funds. Jason also provides ongoing advice to Canadian and non-resident managers with respect to registration and compliance obligations, and assists clients with regulatory reviews and audits.

Michael Friedman

Partner

McMillan LLP

Michael Friedman is the leader of the National Tax Practice at McMillan LLP. Michael specializes in counselling investment funds and asset managers on the establishment and administration of tax-efficient investment vehicles. Michael regularly guides the formation of institutional and targeted structured products catering to a wide range of domestic and offshore investors. Michael also advises a large number of domestic investment managers retained by international investment funds. Michael has been an active member of the McMillan Tax team that has stood at the forefront of the development of tax-efficient investment fund structures, including Master-Feeder funds, switch funds, and specialized return funds.

Michael has broad experience, and has enjoyed great success, representing clients in resolving tax disputes with both the Canada Revenue Agency and the provincial revenue authorities. Michael has appeared before both the Tax Court of Canada and the Federal Court of Appeal.

Daniella Skotnicki

Partner

Harneys

Daniella Skotnicki is a partner in the firm’s Cayman office. She has over 12 years’ experience and a broad private funds practice specialising in hedge funds and private equity as well as advising on fintech related matters. Daniella has extensive experience advising fund sponsors on the structuring and formation of funds, co-investment vehicles and alternative investment vehicles and providing ongoing advice.

Daniella’s practice also encompasses advising on mergers and acquisitions, joint ventures, listings on the Cayman Islands Stock Exchange, security token offerings, initial coin offerings and corporate reorganisations. Daniella acts for leading financial institution and investment managers as well as boutique and start-up managers and fintech companies.

Prior to joining us in 2017, Daniella was counsel at Ogier, practised with Cox Hallett Wilkinson in Bermuda and King & Wood Mallesons in Australia. Daniella has also served as in-house legal counsel at an administrator in the Cayman Islands.

Daniella is a chartered alternative investment analyst.”

Jennifer Collins

Director

Carne Group

Jennifer is a highly experienced Cayman Islands fund director with over 18 years of experience in the investment fund industry. She has a strong knowledge of investment fund structures and their administration having worked with many of the world’s leading asset managers. She has extensive experience in fund administration and is particularly familiar with fund setup, administration and documentary review requirements for Cayman Islands funds.

Jennifer joined Carne in 2014 from Elian Fund Services in the Cayman Islands (formerly Ogier Fiduciary Services), where she was an Associate Director in the firm’s Director Services division. Prior to this she worked in the Cayman fund administration industry with UBS Fund Services (Cayman) and Fortis Fund Services (Cayman) Limited. Jennifer began her career at KPMG and PricewaterhouseCoopers in Canada.

Jennifer is a qualified accountant with professional accounting designations from Canada and the United States. She has a Bachelor’s degree in Business Administration from the University of Prince Edward Island in Canada and is a member of the Chartered Professional Accountants of Canada, the Cayman Islands Institute of Professional Accountants and the Cayman Islands Directors Association. Jennifer is also a director on the global board of Help for Children and the local board of Hedge Funds Care Cayman.

Joseph N Micallef

Partner, National Tax Leader Financial Services & Asset Management

KPMG

Joseph specializes in wealth and asset management, private equity, banking, capital markets, financing and leasing entities and broker dealer taxation matters. In addition to leading the wealth and asset management tax practice. Joseph also advises clients on tax accounting and tax risk governance matters. During Joseph’s career he also has practised outside of financial services in the resources, power and utilities, life sciences, and technology industries.

Joseph has more than 25 years of experience working with regulated and non-regulated public and private clients of all sizes in the financial services, resources, utilities, life sciences and technology industries.

Guy Caplan

Founder

Pilot House Capital

Guy Caplan, CFA is Pilot House’s CIO and founder. Pilot House Equity Opportunities Fund launched in September 2017. It is a liquid, U.S. equity-focused fund that employs an active, event-driven investment approach. Mr. Caplan has been an institutional investment manager for over twenty-three years, specializing in equities, credit and hybrid securities. In 2009, he co-founded Raven Rock Capital in Chapel Hill, NC, a hedge fund with peak assets of US$500 million, specializing in U.S. high yield and convertible arbitrage. Mr. Caplan was Co-Portfolio Manager and Chief Risk Officer for the funds. From 1999 to 2007, Mr. Caplan was Portfolio Manager and Head of Risk for Argent Funds Group convertible strategies; under his guidance assets grew from US$200 million to a peak of US$3 billion. Throughout his career, Mr. Caplan has been a speaker at conferences worldwide, including those sponsored by Goldman Sachs, Deutsche Bank, Absolute Return New York, GAIM USA and GAIM Dubai.

Jason Chertin

Partner

McMillan LLP

Jason Chertin is the Co-Chair, Investment Funds and Asset Management at McMillan LLP. A significant part of Jason’s practice encompasses working with investment fund managers, portfolio advisors and dealers in establishing, marketing and maintaining investment products, including privately offered domestic and offshore funds, publicly offered mutual funds and other exchange-traded funds. Jason also provides ongoing advice to Canadian and non-resident managers with respect to registration and compliance obligations, and assists clients with regulatory reviews and audits.

Michael Friedman

Partner

McMillan LLP

Michael Friedman is the leader of the National Tax Practice at McMillan LLP. Michael specializes in counselling investment funds and asset managers on the establishment and administration of tax-efficient investment vehicles. Michael regularly guides the formation of institutional and targeted structured products catering to a wide range of domestic and offshore investors. Michael also advises a large number of domestic investment managers retained by international investment funds. Michael has been an active member of the McMillan Tax team that has stood at the forefront of the development of tax-efficient investment fund structures, including Master-Feeder funds, switch funds, and specialized return funds.

Michael has broad experience, and has enjoyed great success, representing clients in resolving tax disputes with both the Canada Revenue Agency and the provincial revenue authorities. Michael has appeared before both the Tax Court of Canada and the Federal Court of Appeal.

Daniella Skotnicki

Partner

Harneys

Daniella Skotnicki is a partner in the firm’s Cayman office. She has over 12 years’ experience and a broad private funds practice specialising in hedge funds and private equity as well as advising on fintech related matters. Daniella has extensive experience advising fund sponsors on the structuring and formation of funds, co-investment vehicles and alternative investment vehicles and providing ongoing advice.

Daniella’s practice also encompasses advising on mergers and acquisitions, joint ventures, listings on the Cayman Islands Stock Exchange, security token offerings, initial coin offerings and corporate reorganisations. Daniella acts for leading financial institution and investment managers as well as boutique and start-up managers and fintech companies.

Prior to joining us in 2017, Daniella was counsel at Ogier, practised with Cox Hallett Wilkinson in Bermuda and King & Wood Mallesons in Australia. Daniella has also served as in-house legal counsel at an administrator in the Cayman Islands.

Daniella is a chartered alternative investment analyst.”

Jennifer Collins

Director

Carne Group

Jennifer is a highly experienced Cayman Islands fund director with over 18 years of experience in the investment fund industry. She has a strong knowledge of investment fund structures and their administration having worked with many of the world’s leading asset managers. She has extensive experience in fund administration and is particularly familiar with fund setup, administration and documentary review requirements for Cayman Islands funds.

Jennifer joined Carne in 2014 from Elian Fund Services in the Cayman Islands (formerly Ogier Fiduciary Services), where she was an Associate Director in the firm’s Director Services division. Prior to this she worked in the Cayman fund administration industry with UBS Fund Services (Cayman) and Fortis Fund Services (Cayman) Limited. Jennifer began her career at KPMG and PricewaterhouseCoopers in Canada.

Jennifer is a qualified accountant with professional accounting designations from Canada and the United States. She has a Bachelor’s degree in Business Administration from the University of Prince Edward Island in Canada and is a member of the Chartered Professional Accountants of Canada, the Cayman Islands Institute of Professional Accountants and the Cayman Islands Directors Association. Jennifer is also a director on the global board of Help for Children and the local board of Hedge Funds Care Cayman.

Joseph N Micallef

Partner, National Tax Leader Financial Services & Asset Management

KPMG

Joseph specializes in wealth and asset management, private equity, banking, capital markets, financing and leasing entities and broker dealer taxation matters. In addition to leading the wealth and asset management tax practice. Joseph also advises clients on tax accounting and tax risk governance matters. During Joseph’s career he also has practised outside of financial services in the resources, power and utilities, life sciences, and technology industries.

Joseph has more than 25 years of experience working with regulated and non-regulated public and private clients of all sizes in the financial services, resources, utilities, life sciences and technology industries.

Guy Caplan

Founder

Pilot House Capital

Guy Caplan, CFA is Pilot House’s CIO and founder. Pilot House Equity Opportunities Fund launched in September 2017. It is a liquid, U.S. equity-focused fund that employs an active, event-driven investment approach. Mr. Caplan has been an institutional investment manager for over twenty-three years, specializing in equities, credit and hybrid securities. In 2009, he co-founded Raven Rock Capital in Chapel Hill, NC, a hedge fund with peak assets of US$500 million, specializing in U.S. high yield and convertible arbitrage. Mr. Caplan was Co-Portfolio Manager and Chief Risk Officer for the funds. From 1999 to 2007, Mr. Caplan was Portfolio Manager and Head of Risk for Argent Funds Group convertible strategies; under his guidance assets grew from US$200 million to a peak of US$3 billion. Throughout his career, Mr. Caplan has been a speaker at conferences worldwide, including those sponsored by Goldman Sachs, Deutsche Bank, Absolute Return New York, GAIM USA and GAIM Dubai.

Jason Chertin

Partner

McMillan LLP

Jason Chertin is the Co-Chair, Investment Funds and Asset Management at McMillan LLP. A significant part of Jason’s practice encompasses working with investment fund managers, portfolio advisors and dealers in establishing, marketing and maintaining investment products, including privately offered domestic and offshore funds, publicly offered mutual funds and other exchange-traded funds. Jason also provides ongoing advice to Canadian and non-resident managers with respect to registration and compliance obligations, and assists clients with regulatory reviews and audits.

Michael Friedman

Partner

McMillan LLP

Michael Friedman is the leader of the National Tax Practice at McMillan LLP. Michael specializes in counselling investment funds and asset managers on the establishment and administration of tax-efficient investment vehicles. Michael regularly guides the formation of institutional and targeted structured products catering to a wide range of domestic and offshore investors. Michael also advises a large number of domestic investment managers retained by international investment funds. Michael has been an active member of the McMillan Tax team that has stood at the forefront of the development of tax-efficient investment fund structures, including Master-Feeder funds, switch funds, and specialized return funds.

Michael has broad experience, and has enjoyed great success, representing clients in resolving tax disputes with both the Canada Revenue Agency and the provincial revenue authorities. Michael has appeared before both the Tax Court of Canada and the Federal Court of Appeal.

Daniella Skotnicki

Partner

Harneys

Daniella Skotnicki is a partner in the firm’s Cayman office. She has over 12 years’ experience and a broad private funds practice specialising in hedge funds and private equity as well as advising on fintech related matters. Daniella has extensive experience advising fund sponsors on the structuring and formation of funds, co-investment vehicles and alternative investment vehicles and providing ongoing advice.

Daniella’s practice also encompasses advising on mergers and acquisitions, joint ventures, listings on the Cayman Islands Stock Exchange, security token offerings, initial coin offerings and corporate reorganisations. Daniella acts for leading financial institution and investment managers as well as boutique and start-up managers and fintech companies.

Prior to joining us in 2017, Daniella was counsel at Ogier, practised with Cox Hallett Wilkinson in Bermuda and King & Wood Mallesons in Australia. Daniella has also served as in-house legal counsel at an administrator in the Cayman Islands.

Daniella is a chartered alternative investment analyst.”

Jennifer Collins

Director

Carne Group

Jennifer is a highly experienced Cayman Islands fund director with over 18 years of experience in the investment fund industry. She has a strong knowledge of investment fund structures and their administration having worked with many of the world’s leading asset managers. She has extensive experience in fund administration and is particularly familiar with fund setup, administration and documentary review requirements for Cayman Islands funds.

Jennifer joined Carne in 2014 from Elian Fund Services in the Cayman Islands (formerly Ogier Fiduciary Services), where she was an Associate Director in the firm’s Director Services division. Prior to this she worked in the Cayman fund administration industry with UBS Fund Services (Cayman) and Fortis Fund Services (Cayman) Limited. Jennifer began her career at KPMG and PricewaterhouseCoopers in Canada.

Jennifer is a qualified accountant with professional accounting designations from Canada and the United States. She has a Bachelor’s degree in Business Administration from the University of Prince Edward Island in Canada and is a member of the Chartered Professional Accountants of Canada, the Cayman Islands Institute of Professional Accountants and the Cayman Islands Directors Association. Jennifer is also a director on the global board of Help for Children and the local board of Hedge Funds Care Cayman.

Joseph N Micallef

Partner, National Tax Leader Financial Services & Asset Management

KPMG

Joseph specializes in wealth and asset management, private equity, banking, capital markets, financing and leasing entities and broker dealer taxation matters. In addition to leading the wealth and asset management tax practice. Joseph also advises clients on tax accounting and tax risk governance matters. During Joseph’s career he also has practised outside of financial services in the resources, power and utilities, life sciences, and technology industries.

Joseph has more than 25 years of experience working with regulated and non-regulated public and private clients of all sizes in the financial services, resources, utilities, life sciences and technology industries.

Guy Caplan

Founder

Pilot House Capital

Guy Caplan, CFA is Pilot House’s CIO and founder. Pilot House Equity Opportunities Fund launched in September 2017. It is a liquid, U.S. equity-focused fund that employs an active, event-driven investment approach. Mr. Caplan has been an institutional investment manager for over twenty-three years, specializing in equities, credit and hybrid securities. In 2009, he co-founded Raven Rock Capital in Chapel Hill, NC, a hedge fund with peak assets of US$500 million, specializing in U.S. high yield and convertible arbitrage. Mr. Caplan was Co-Portfolio Manager and Chief Risk Officer for the funds. From 1999 to 2007, Mr. Caplan was Portfolio Manager and Head of Risk for Argent Funds Group convertible strategies; under his guidance assets grew from US$200 million to a peak of US$3 billion. Throughout his career, Mr. Caplan has been a speaker at conferences worldwide, including those sponsored by Goldman Sachs, Deutsche Bank, Absolute Return New York, GAIM USA and GAIM Dubai.

Jason Chertin

Partner

McMillan LLP

Jason Chertin is the Co-Chair, Investment Funds and Asset Management at McMillan LLP. A significant part of Jason’s practice encompasses working with investment fund managers, portfolio advisors and dealers in establishing, marketing and maintaining investment products, including privately offered domestic and offshore funds, publicly offered mutual funds and other exchange-traded funds. Jason also provides ongoing advice to Canadian and non-resident managers with respect to registration and compliance obligations, and assists clients with regulatory reviews and audits.

Michael Friedman

Partner

McMillan LLP

Michael Friedman is the leader of the National Tax Practice at McMillan LLP. Michael specializes in counselling investment funds and asset managers on the establishment and administration of tax-efficient investment vehicles. Michael regularly guides the formation of institutional and targeted structured products catering to a wide range of domestic and offshore investors. Michael also advises a large number of domestic investment managers retained by international investment funds. Michael has been an active member of the McMillan Tax team that has stood at the forefront of the development of tax-efficient investment fund structures, including Master-Feeder funds, switch funds, and specialized return funds.

Michael has broad experience, and has enjoyed great success, representing clients in resolving tax disputes with both the Canada Revenue Agency and the provincial revenue authorities. Michael has appeared before both the Tax Court of Canada and the Federal Court of Appeal.

Daniella Skotnicki

Partner

Harneys

Daniella Skotnicki is a partner in the firm’s Cayman office. She has over 12 years’ experience and a broad private funds practice specialising in hedge funds and private equity as well as advising on fintech related matters. Daniella has extensive experience advising fund sponsors on the structuring and formation of funds, co-investment vehicles and alternative investment vehicles and providing ongoing advice.

Daniella’s practice also encompasses advising on mergers and acquisitions, joint ventures, listings on the Cayman Islands Stock Exchange, security token offerings, initial coin offerings and corporate reorganisations. Daniella acts for leading financial institution and investment managers as well as boutique and start-up managers and fintech companies.

Prior to joining us in 2017, Daniella was counsel at Ogier, practised with Cox Hallett Wilkinson in Bermuda and King & Wood Mallesons in Australia. Daniella has also served as in-house legal counsel at an administrator in the Cayman Islands.

Daniella is a chartered alternative investment analyst.”

Jennifer Collins

Director

Carne Group

Jennifer is a highly experienced Cayman Islands fund director with over 18 years of experience in the investment fund industry. She has a strong knowledge of investment fund structures and their administration having worked with many of the world’s leading asset managers. She has extensive experience in fund administration and is particularly familiar with fund setup, administration and documentary review requirements for Cayman Islands funds.

Jennifer joined Carne in 2014 from Elian Fund Services in the Cayman Islands (formerly Ogier Fiduciary Services), where she was an Associate Director in the firm’s Director Services division. Prior to this she worked in the Cayman fund administration industry with UBS Fund Services (Cayman) and Fortis Fund Services (Cayman) Limited. Jennifer began her career at KPMG and PricewaterhouseCoopers in Canada.

Jennifer is a qualified accountant with professional accounting designations from Canada and the United States. She has a Bachelor’s degree in Business Administration from the University of Prince Edward Island in Canada and is a member of the Chartered Professional Accountants of Canada, the Cayman Islands Institute of Professional Accountants and the Cayman Islands Directors Association. Jennifer is also a director on the global board of Help for Children and the local board of Hedge Funds Care Cayman.

Joseph N Micallef

Partner, National Tax Leader Financial Services & Asset Management

KPMG

Joseph specializes in wealth and asset management, private equity, banking, capital markets, financing and leasing entities and broker dealer taxation matters. In addition to leading the wealth and asset management tax practice. Joseph also advises clients on tax accounting and tax risk governance matters. During Joseph’s career he also has practised outside of financial services in the resources, power and utilities, life sciences, and technology industries.

Joseph has more than 25 years of experience working with regulated and non-regulated public and private clients of all sizes in the financial services, resources, utilities, life sciences and technology industries.

Guy Caplan

Founder

Pilot House Capital

Guy Caplan, CFA is Pilot House’s CIO and founder. Pilot House Equity Opportunities Fund launched in September 2017. It is a liquid, U.S. equity-focused fund that employs an active, event-driven investment approach. Mr. Caplan has been an institutional investment manager for over twenty-three years, specializing in equities, credit and hybrid securities. In 2009, he co-founded Raven Rock Capital in Chapel Hill, NC, a hedge fund with peak assets of US$500 million, specializing in U.S. high yield and convertible arbitrage. Mr. Caplan was Co-Portfolio Manager and Chief Risk Officer for the funds. From 1999 to 2007, Mr. Caplan was Portfolio Manager and Head of Risk for Argent Funds Group convertible strategies; under his guidance assets grew from US$200 million to a peak of US$3 billion. Throughout his career, Mr. Caplan has been a speaker at conferences worldwide, including those sponsored by Goldman Sachs, Deutsche Bank, Absolute Return New York, GAIM USA and GAIM Dubai.

Ajay Bisaria

High Commissioner of India to Canada

India Foreign Services

Ajay Bisaria has been the High Commissioner of India to Canada from March 1, 2020. He is a career diplomat who joined the Indian Foreign Service in 1987.

He received his early education in Mumbai and Delhi. He has a Bachelor’s Degree in Economics from the St. Stephens College, Delhi University (1980–83), a Master’s degree in Business Administration from the Indian Institute of Management, Kolkata (1983–85) and a Master’s degree in Public Policy from Princeton University, US (2008 – 09). Prior to joining the diplomatic service, Bisaria worked briefly with the American Express Bank and Bharat Heavy Electricals Limited (BHEL), in Delhi.

After training at the Foreign Service Institute in New Delhi, Ajay Bisaria chose Russian as his language of specialization and was posted at the Indian Embassy in Moscow (1988 – 1991) where he was attached to the economic and political wings of the Embassy. He worked as a Soviet internal affairs specialist in the months leading up to the break-up of the USSR.

He served as Under Secretary in the Ministry of External Affairs on the East Europe desk (1991 – 92) when India was engaged in building new relationships with the post-Soviet countries. He then moved to the Ministry of Commerce (1992- 95), in the era of economic liberalization. He contributed to a new trade policy paradigm, using his training in economics and finance as part of a team that managed a complex but successful transition of India’s trade from rupee barter arrangements to a hard currency system.

He was posted as First Secretary in the Indian Embassy in Berlin (1995–1999), where he looked after commercial matters at a time of rising economic engagement between Germany and a liberalizing India. He was also entrusted with the project for the development and construction of the now-iconic building of the Indian Embassy in Berlin in the historic Tiergarten.

Ajay Bisaria was appointed Private Secretary to the Prime Minister of India in 1999, and served in this capacity till 2004. During most of this period, he was aide to the then Prime Minister Atal Bihari Vajpayee, and contributed to various economic, defence and foreign policy initiatives of the period. He attended more than 50 international meets with the Prime Minister.

Bisaria was posted to the World Bank in Washington D.C. as Advisor to the Executive Director for South Asia (2004–2008), where he worked on development projects and aid issues, contributing to corporate governance and multilateral economic diplomacy. He was involved in developing a policy approach to enhance India’s rankings in the Doing Business Reports.

In 2009, Bisaria moved to Delhi to serve as Joint Secretary (Eurasia) in the Ministry of External Affairs (2009–2014). His assignment was to head the Division coordinating overall policy and bilateral relations with the Eurasia region (including Russia, Ukraine and Central Asia). He helped articulate an ambitious policy vision for India in Central Asia (‘Connect Central Asia’) and coordinated India’s approach to six annual Indo-Russian summits. He helped articulate a coherent long-term vision of the India-Russia ‘special and privileged strategic partnership’. He also worked on India’s policy approach to multilateral entities like SCO and the Russia – India – China trilateral dialogue.

He was India’s Ambassador to Poland, based in Warsaw, with concurrent accreditation to Lithuania from January 2015 to November, 2017. During his stint there, he focused on forging strong economic partnerships, while deepening India’s cultural footprint. He also served as India’s representative in the Warsaw-based Community of Democracies.

From December 2017 to February 2020, Ajay Bisaria served as the High Commissioner of India to Pakistan. He helped establish linkages for India to engage with a new Pakistan government led by Prime Minister Imran Khan. He was involved in furthering various initiatives including the Kartarpur Corridor. He returned to India when Pakistan downgraded the diplomatic relationship in August 2019.

He assumed office as High Commissioner of India in Canada on 1^st March 2020.

He holds the rank of Secretary to Government of India. He was part of the team representing India at the UN Human Rights Council, Geneva in September 2019, for a successful outreach on India’s human rights record.

Bisaria has published and lectured on issues of trade, finance and diplomacy with a focus on South Asia, Eurasia and Central Asia. He is fluent in Hindi, English and Russian; and has working knowledge of German, Polish and Urdu. He has a deep interest in yoga, plays golf and enjoys reading. He is married to environmentalist and writer, Bharati Chaturvedi, the founder of the NGO, Chintan.