Jeffery Sun

Director, Multi-strategy Investments

OPTrust

Jeffery Sun leads the Technology and Innovation Portfolio at OPTrust, overseeing investments across a diverse range of strategies, including liquid technology investments and venture capital. He also has professional background in macro trading and software development. Jeffery holds a Master of Computer Science from Georgia Tech and a Master of Mathematical Finance from the University of Toronto. In his free time, he is active on GitHub and Substack.

Nikhil Nayar

Senior Associate

Rogue Insight Capital Ltd.

Global investor and entrepreneurial leader with a track record of building and backing high-growth ventures across technology, financial services, and global sports. At Rogue, a single-family office, I lead investments with a focus on sourcing, due diligence, and long-term portfolio strategy — partnering with founders and management teams to unlock scale and value.

Claire Dixon

CEO, co-founder and Director

Neuraura Biotech Inc.

Claire has 25+ years’ international leadership, strategy and operational experience, including 15 years as a strategic consultant to capital and technology-intensive businesses, 5 years in senior operational roles and 8 years as a deeptech founder.

She holds an MBA from Harvard Business School and a MEng/MA (Cantab.) in Mechanical Engineering from Cambridge University.

Claire was recently named one of the Top 200 Trailblazing Leaders in Women’s Health and FemTech by Women of Wearables.

Stephen Bloom

Founder

Batl Capital LP

A former senior partner of Goodmans LLP, one of Canada’s leading full service law firms who practiced corporate law for almost 30 years. Past CEO of Shiplake Properties Ltd., a third-generation family-owned private business. Co-founded Collecdev, Shiplake’s development and construction management business. Currently, President and Managing Partner of Batl Capital, founded by Stephen as a family office and manager of capital.

In his previous role as CEO of Shiplake, Stephen provided critical support and guidance to the day-to-day management of a billion-dollar business that included the ownership and operation of an apartment portfolio and retirement residence, high-rise development and construction management, as well as investment in commercial real estate, private equity and public securities.

Stephen is a value-added investor who has negotiated and completed dozens of transactions, including land and business acquisitions, dispositions, financings, joint ventures, partnerships and shareholder agreements, while providing wise counsel throughout the life cycle of the investment.

Stephen has served on the boards of various charitable organizations including the Israel Cancer Research Fund, Tanenbaum CHAT and Trustees of the Jewish Foundation of Toronto.

Michael Ashmore

CEO

Rondeivu

Michael Ashmore is CEO of Rondeivu, an end-to-end InvestTech platform reimagining how institutional investors source, diligence, transact, and monitor investments across private markets. Michael is also Chair, Finance & Investment Committee at the University of Waterloo, leading the committee overseeing C$600 million in endowment assets since 2022. Michael has been a member of the Board of Governors of the University of Waterloo since 2019.

Michael was previously Director, External Managers Program at OMERS, the C$134 billion Canadian pension plan, from 2015 to 2020 in the New York office. While at OMERS, Michael was selected as a member of OMERS Future Leaders program. Prior to OMERS, Michael was a Vice President at The Carlyle Group – DGAM from 2013 to 2015, where he led research on investments in various strategies across alternatives. From 2010 to 2012, Michael was an Investment Analyst at PGGM, the €240 billion Dutch pension plan.

Michael graduated with a Bachelor of Arts, Economics with Honours, from the University of Waterloo, and is a CFA® Charterholder. Michael’s industry accolades include selection as one of Chief Investment Officer magazine’s “2016 Forty Under Forty” and finalist for Institutional Investor magazine’s 2017 “Next CIO” award. Michael is an avid athlete, and is actively involved in a number of charitable efforts, mainly focused on youth education and opportunity.

Greg Bedard

COO

XOSQE Media

Greg Bedard is a seasoned strategic business development leader with 20+ years of success. He is a versatile leader with experience in turning startups into revenue generators.

He specializes in strategic implementation in retail, media, and telecommunications where he has held impactful roles at industry giants like Rogers Communications, Canada’s leading wireless, cable and media companyand TELUS, a world-leading technology company.

Career Highlights:

• Startup Scale & Exit: Grew Mobile Klinik from 6 to 150+ stores (2017–2023) with 2,325% revenue growth; led 4 competitor integrations and the successful sale to TELUS.
• Operational Impact: Directed post-acquisition integration and rebranding across 80 stores — awarded by the Retail Council of Canada for best in-store design and experience.
• Strategic Partnerships: Built OEM, B2B, and insurance partnerships driving ~20% of revenues and exceeding growth targets 2X.
• Executive Leadership at Rogers: Led long-term strategy, product development, and governance initiatives; managed a $33M portfolio and launched 34 products while cutting time to market by up to 25%.

Dave Lazar

Founder

XOSQE Media

Buy Canadian Group founder Dave Lazar has been a startup CEO for 10 years, has raised more than $15 million in private and public financing, holds 5 patents, and has generated more than $25M in revenue from his live stream shopping platform, Stage TEN.

Notable Stage TEN investors include Mark Cuban, Netflix Founder Marc Randolph and TikTok Stars Josh Richards and Griffin Johnson.

Stage TEN has powered live streams for MrBeast, Tommy Hilfiger, John Krasinski, Cardi B, Justin Bieber, Target, YouTube, Walmart, Atlantic Records, and Just For Laughs.

Ashish Anand

Founder & CEO

Workforce Wellness

Ashish Anand, Founder & CEO of Workforce Wellness, is an AI innovator and entrepreneur directly addressing critical healthcare workforce challenges like clinician burnout and administrative inefficiency. He has over 20 years of executive leadership experience scaling high-growth SaaS startups. His proven ability to drive rapid market expansion and operational excellence was honed through pivotal C-suite roles including CMO at Phemi, COO at Tribe, CMO at Wishpond, and CDO at Terramera. Ashish represented Canada’s AI sector on an international trade mission to France and has contributed to British Columbia’s provincial AI strategy. Ashish is an AI thought leader who regularly speaks at industry events, including CPHR, BCTECH, Vivatech, and SONSIEL. He is a driving force shaping the future of work, particularly within AI-driven healthcare transformation.

Oded Levi

President

Epstein Enterprises Inc.

Oded Levi is the President of Epstein Enterprises Inc., a single family office based in Toronto.

A tenacious problem-solver and insightful leader, he has played executive management and CFO roles at a number of EEI’s operating subsidiaries.  He works closely with leaders of those enterprises into which EEI has invested, bringing his entrepreneurial, finance and tax-related problem-solving skills to bear when needed. EEI invests across the investment spectrum including venture, for which he has a soft spot.  Oded is a CPA, CA, and earned a BBA in Accounting and an MBA in Finance from the Schulich School of Business at York University. Oded spent the first part of his career working with one of the major accounting firms before working in corporate finance for several years before joining EEI.  He has served on the boards of private, public, and not for profit organizations.

Reza Khanahmadi

Chief Technology Officer & Co-Founder

Rondeivu Inc.

Reza’s background is a marriage of engineering and finance. After graduating Honours Electrical Engineering from University of Waterloo, he achieved his CFA charter.

With over a decade of experience as fractional CTO and solutions architect, he has developed and deployed over 7 different products from idea to full-scale launch, focusing on security, robustness, usability, and sleek design. Before joining Rondeivu, he worked on algorithmic trading, market making, and analytics systems for futures and derivative products.

Adam Seanor

President & CFO

Blacktyde Capital

Adam Seanor, CFA, is a seasoned finance and corporate strategy executive with deep expertise in mergers & acquisitions, business development, and investment banking. With a proven track record in sourcing and executing complex transactions across financial services, real estate, fintech, automotive and technology sectors, Adam has successfully led strategic initiatives that drive business growth and investor value. His ability to identify opportunities, negotiate high-value deals, and build long-term partnerships has been instrumental in structuring transactions exceeding $10 billion.

Adam holds an MBA in Finance and Financial Services Management from the Schulich School of Business at York University and a BA in Finance and Economics from the University of Western Ontario. As a CFA charterholder, he combines technical financial expertise with strategic vision, helping clients navigate complex investment landscapes. Outside of work, Adam is a volunteer rep baseball coach and an accomplished endurance athlete, having competed in Ironman triathlons and international swimming championships.

Lakhveer Singh Jajj

Founder and CEO

Moselle

Lakhveer is the Founder and CEO of Moselle, an inventory and operations automation platform designed to help rapidly growing e-commerce and retail brands automate their supply chain processes. Before founding Moselle, Lakhveer served as the Director of Engineering at Highline Beta’s venture studio, where he collaborated with corporate partners to launch new ventures.

Mukul Pal

Founder & CEO

AlphaBlock

Born in New Delhi, Mukul has spent the past 25 years creating quantitative investment strategies for active managers around the globe. Early in his career, he worked at the Bombay Stock Exchange, assisting prominent Indian financial institutions before expanding his business to Europe, where he consulted for asset managers and securities divisions of global banks. A double major in finance and statistics, he has also earned both the Chartered Market Technician (CMT) and Chartered Alternative Investment Analyst (CAIA) designations. His extensive contributions to fintech have garnered him recognition from MIT, and he has been invited to speak at leading conferences worldwide, including the Princeton–Chicago quant conference. Mukul has also played a key role in listing financial innovations on Nasdaq. Today, he runs a deep tech company in Toronto, offering advanced solutions that empower active managers worldwide to outperform the market.

Jeff Szeto

CFO

Avana Capital

Jeff is the CFO of Avana Capital, a family office, and leads VC and PE investments for Alder Sustainable Ventures, its private capital arm. He also provides CFO support to many portfolio companies, playing a key role in top grading, scaling, and growing these businesses by leveraging his 15 years of experience in leading finance functions for high-growth entrepreneurial companies. His career spans roles in M&A and corporate finance at top-tier institutions and as CFO for fast-growing private companies, guiding several from scale-up to exit. Previously, he served as the finance lead for a high-growth SaaS company, where he built a scalable finance team, secured growth capital, and facilitated a successful exit to a $1 billion private equity firm.

Skyler Zhang

CEO & Founder

Skylean Capital

Skyler Zhang is the Founder and CEO of Skylean Capital, a boutique family office venture capital firm based in Toronto. Established in 2022, Skylean Capital maintains a strategic focus on Fintech, Blockchain, and Artificial Intelligence, investing from the early stage through to Series D. The firm also considers select opportunities in other sectors. Skylean Capital is dedicated to supporting exceptional founders by investing in their story, ambition, and future.

Skyler holds a Bachelor’s degree in Mathematics, East Asian Studies, and Spanish from the University of Toronto. In 2024, she has completed the Foundations of Private Equity and Venture Capital program at Harvard Business School Executive Education in Boston.

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.

Saad Hassan

Principal and North American Head

Hassan Family Office

Saad Hassan is Principal and North American Head of Hassan Family Office, a Abu Dhabi–based single‑family office dedicated to private alternative investments. As a member of the firm’s Investment Committee, he collaborates with fellow principals and family members to shape strategic asset allocations across private equity, venture capital, real estate and private credit.

In his North American role, Saad leads deal sourcing and due diligence for co‑investment opportunities throughout the region, leveraging an extensive network of sovereign wealth funds, institutional allocators and top‑tier general partners. He applies a data‑driven investment framework combined with hands‑on value‑creation initiatives—focusing on operational improvement, risk management and ESG integration—to optimize long‑term risk‑adjusted returns.

A University of Waterloo alumnus with a Bachelor of Business Administration, Saad began his career in financial services and consulting, where he honed the analytical rigor that informs his investment philosophy today. He regularly serves as a judge at startup competitions and mentors emerging entrepreneurs on fundraising, business models and scaling high‑growth ventures.

Connect with Saad on LinkedIn: linkedin.com/in/saadhassan90.

Dan Rudanycz

Private Equity Analyst

Gestalt Capital

Daniel (Dan) Rudanycz is a Wilfrid Laurier University student pursuing an Honours Bachelor of Business Administration (BBA) with a concentration in Finance and an Environmental Studies minor. In May 2025, he began working as a Private Equity Analyst at Gestalt Capital.

Before joining Gestalt, Dan worked in the M&A practice at BFL Canada, where he reviewed deal information from top private equity firms, investment banks, and strategic buyers while supporting the underwriting of Representation and Warranties Insurance for more than 30 transactions. He also led the creation of an internal strategic pricing model. Dan started his career with Sapling Financial Consultants, where he co-authored whitepapers on data analytics and financial modeling, developed training materials, and pioneered certain business development initiatives.

Yahya Mahmoud

President

BNQ Group

Yahya Mahmoud is a seasoned real estate investor with over 25 years of investment experience. He leads a Single Family Office focused on strategic and value add real estate investments, actively engaging in equity and debt placements. Yahya founded and exited his business from 2017 to 2023, after a two decade corporate career with Fortune 500 firms and is a proud family man with two young adults. We primarily look for co-investment / co-lending opportunities.

Ismael El-Samahy

Partner, Director of Acquisitions

BNQ Group

Ismael El-Samahy combines entrepreneurial drive with deep technical expertise to build innovative ventures across industries. He leads acquisitions at BNQ Group, a single-family office focused on strategic real estate investments.

With a Ph.D. in Electrical and Computer Engineering from the University of Waterloo and two decades of experience in the electricity sector, he plays an active role in shaping Ontario’s energy future.

Ismael also co-founded Tut’s, a modern brand introducing Egyptian street food to Canadian foodies.

Connor Winters

Co-Founder and Managing Partner

Earl& Partners

Connor Winters is a Co-Founder and Managing Partner at Earl& Partners, an entrepreneurial investment firm that acquires and invests in businesses overlooked by traditional investors due to size or circumstance. At Earl&, Connor focuses on partnering with technology companies seeking an off-ramp from the traditional venture capital path, helping them transition toward sustainable and profitable growth. Prior to founding Earl&, Connor was a member of the investment team at Fulcrum, where he focused on capital raising and acquiring businesses in the AI, cybersecurity, and IT sectors. Connor holds a Commerce degree from the Smith School of Business and a Computer Science degree from Queen’s University.

Christopher Kruczynski

Chief Financial Officer

Picture Locke Inc.

Christopher began his career at Scotia Capital in 1999 as a trading assistant and later managed over $1 billion in assets as a portfolio manager at a competitor. After his departure from asset management, he has since structured businesses across industries—from manufacturing and real estate to entertainment—helping Canadian firms expand globally. At Picture Locke Inc., since 2021, he drives strategic growth, diversifies revenue, and builds partnerships. He is the co-founder of XCE Inc, and ONE-SHOT GP Inc., both Picture Locke Inc., joint venture companies.

Mary K. Hermant

Managing Director

Royce Holdings

Mary is the Managing Director at Royce Holdings (division of Single Family Office). With over 20 years in Tech and Finance, she’s been a Head of Finance at 2K Media AG and managed early-stage investments for over 20 startups, firms and government bodies. She’s launched tech products like Frsh Beacons, CoSync Auth, Ursa Live, House Codes, AppKey and social data marketing platforms Social Extract and Hello Media, and has worked globally in cities like London, Zurich, and Toronto. In Toronto, she was honoured with the Queen’s Jubilee award in 2022 and mentors for The King’s Trust.

Alexandra Kapelos-Peters

Founder, CEO, & Chief CANsultant

Cansulta

Alexandra Kapelos-Peters is a serial founder, award-winning entrepreneur, consultant, and business strategist with 20+ years leading ventures & agencies across consulting, marketing, technology, healthcare, and education. She’s launched and scaled more than 10 brands and holds dual Master business degrees (MBA and MSIE), plus PMP® and CSM® certifications.

A self-professed geek and people-person, she builds high-performing teams, streamlines operations, and energizes organizations with vision & infectious momentum.

As the Founder & CEO of Cansulta — a global expert consulting platform — Alexandra was recently recognized among WXN’s 2024 Top 100 Most Powerful Women. Known for blending innovation with bold execution, she specializes in helping businesses grow smarter and stronger — creating the people, processes, and excitement needed to scale with purpose.

Aris Economopoulos

CEO

DentalForce

A three-time VC-backed entrepreneur, Aris has secured venture capital again to tackle the talent shortage in the dental industry.

He has taken three companies from 0-to-1, driving product development, enterprise revenue streams and partnerships on the journey from <$10k MRR to ~$100k MRR.

Completed the first crowdfunded commercial real estate investment in Canada as a founding member of NexusCrowd, and as CEO of SeasonedPros.ca, a two-sided talent marketplace matching 50+ talent to companies, led expansion to 10k+ users and 300+ clients nationwide, resulting in acquisition offer.

Aris has raised $11m to create $75m+ of enterprise value, building enduring products/companies with teams up to 30.

www.linkedin.com/in/aris-econo

Nimar Bangash

Co-Founder & CEO

Obsiido Alternative Investments Inc.

Nimar has over 10 years of investment industry experience in progressively senior product and strategy related roles. Prior to founding Obsiido, Mr. Nimar was head of investment products at AGF Investments Inc. where he was responsible for AGF’s multi-billion-dollar suite of pooled investment solutions, chaired AGF’s Product Committee and was a member of AGF’s Employee Retirement Plan Investment Committee as well as the AGF SAF Investment Committee. Over the course of his career, Nimar has led over 30 new pooled investment fund launches including building out AGF’s ETF product suite, leading AGF’s entry into the liquid alternative fund market and the ground up build of AGF’s private market investing platform. Prior to AGF, Nimar was the business lead for CIBC’s multi-billion dollar separately managed account program, Investment Consulting Service.

Nimar was previously Co-Chair of the AIMA Canada Community Engagement Committee and was recognized by Wealth Professional Magazine as an Industry Rising Star in 2021.

Nimar holds the Chartered Investment Manager designation, the Chartered Alternative Investment Analyst designation, an Honors Bachelor of Arts in Economics from Wilfrid Laurier University, and a Master of Finance from Queen’s University. He has also completed the IFSE Exempt Market Proficiency course and studied cryptocurrency and blockchain technology via MIT’s Media Lab.

Gonen Hollander

VP, Private Wealth

Obsiido Alternative Investments Inc.

Gonen leads Obsiido’s business development and investor relations within the Canadian wealth management channel with a specific focus on partnering with independent wealth management firms and multi-family office & family office practices.

Gonen is a proven strategic leader who has held high impact roles across investment wholesaling, venture capital, startup operations, and military service. He is passionate about democratizing access to alternative investments and the role of technology in the betterment of society.

Prior to joining Obsiido, Gonen led the Canadian wealth management business of OurCrowd, a multi-billion-dollar global venture capital platform, where he spearheaded the formation and launch of one of the first of its-kind evergreen open-ended venture capital funds for private wealth. Prior to OurCrowd, Gonen was a venture capital investor at Amplify Capital, where he developed investment theses, sourced deals, conducted due diligence, and advised portfolio companies on sales, operations, fundraising, and impact measurement. During his tenure, Gonen led due diligence in four new investments, two of which were acquired.

Gonen also served as Chief Operating Officer at Acerta Analytics Solutions, a software company that delivers AI solutions for autonomous and connected cars and industry. He led and closed deals with global-leading OEMs and Tier 1s.

Before embarking on a business career, Gonen served for eight years as a Naval Officer. Gonen holds an undergraduate degree from the University of Haifa and an MBA from the Rotman School of Management at the University of Toronto.

Robert Klein

Senior Advisor

KNRS Group

Robert is a senior advisor to a prominent Toronto-based family office, where he leads the sourcing, evaluation, and structuring of co-investments and direct deals globally. His role spans multiple sectors, guiding capital deployment in both growth-stage businesses and income-generating assets.

He is also the founder of Convoy Capital Corporation, an alternative investment consulting firm specializing in hedge fund due diligence, strategic fundraising, and investment advisory services for institutional investors and family offices. Through Convoy, Robert has helped global managers sharpen their value proposition, raise capital, and expand into new markets.

Earlier in his career, Robert founded Budding Equity Inc., an early entrant in the legal cannabis industry. While no longer the focus of his current work, the company’s success under his leadership exemplifies his strength in building scalable ventures and forging high-impact partnerships.

Robert’s career is defined by a deep understanding of capital markets, an entrepreneurial mindset, and a consistent ability to drive investment performance across sectors.

Erik Eklund

CEO

TelemeTrak

29 years experience in Silicon Valley – two engineering degrees (RMC, Canada and UTC, France) and an MBA (Harvard). Previously:

• • Bain & Co.
  • Net Insight (IPO)
  • Nextag (acquired by Providence Equity for $1.1B)
  • Adchemy (acquired by Walmart Labs)
  • Nanigans (acquired by Sprinklr)
  • Fiksu (acquired by Noosphere)
  • Haven (container logistics)

Jack Lenchyshyn

Co-Founder & CEO

thisPantry Inc.

Jack Lenchyshyn leads product and strategy at thisPantry, a kitchen platform designed for people who actually cook. While studying business and playing hockey at Simon Fraser University, he worked in hospitality and startups, where he experienced firsthand the disconnect between food tech and real home cooking.

Driven by a passion for tasteful, user-first tools, Jack co-founded thisPantry to combine smart design with practical kitchen management. The company was bootstrapped from the ground up and is now gaining traction with chefs, creators, and home cooks across North America”

Ricky Mehra

General Partner

Continuum Health Ventures

Ricky Mehra is an early-stage VC in the Deep Healthtech and Healthspan Longevity space. Ricky is General Partner of Continuum Health Ventures (CHV), an early stage fund based in Toronto and the Bay Area. The fund engages with best-in-class founders who are helping to democratize the future of medicine. As we continue to move away from a sickcare model, CHV has a vision to usher in the next generation of early-stage companies that will extend human healthspan. Ricky is also part of the leadership team at NextMed.Health, a global conference that brings together ideas and people connected to the future of medicine.

Previous to that Ricky was a benchtop scientist, analyst, and entrepreneur from Toronto, Canada. He had a successful exit from a big-data predictive analytics healthtech company (Q2 Metrics) and has spent 14+ years servicing intelligence globally to F500 Medical Device and Pharmaceutical companies. In parallel, Ricky maintains a deep passion for education reform and the future of education.

Ricky currently sits in advisory boards for multiple startups across the globe and serves as a Visioneer for Xprize (Health Conclave), an associate and mentor at the CDL, a judge, and mentor for numerous early stage healthtech awards and a panel speaker on the convergence of health and tech. Ricky spends a lot of time opining on the future of AI (role of innovation) in Healthcare by way of panels and talks. Ricky also volunteers time with The Knowledge Society where he has a role in mentoring gifted students with a focus in healthtech.

Fred Pye

Founder and Chairman

3iQ Corp.

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

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

Sanin Mody

Managing Principal

Ojas Capital, LP (SFO)

Finance and Strategy professional with experience in Real Estate Investing, Private Equity, Venture Capital, Investment Banking, and Business Development/Management. Professional and academic background in Healthcare, Real Estate, Telecom, Renewable Energy, and Technology.

Specialties: Finance / Strategy / Operations at Early/Growth Stage Companies, Real Estate Investing, Financial Analysis & Modeling, Research Driven Industry/Market Analysis, Project Management, Sales/Marketing, Corporate Management.

Bruce M. Hodges

CEO

Parachute

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

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

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

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

Prathna Ramesh

VP Operations

FutureSight Ventures

Prathna is an early-stage investor and operator in B2B SaaS companies. She is currently a VP of Operations at FutureSight, a venture builder fund that backs entrepreneurs as an institutional cofounder with capital. She is the former Managing Director of Maple Leaf Angels in Toronto, one of Canada’s most active angel networks. She served as GP (General Partner) of the MLA48 pre-seed funds and is currently the Chief Compliance Officer. She is active in the founder community as a business advisor and is an advocate for women in venture.

Lakhveer Jajj

CEO & Founder

Moselle

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

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

Reza Khanahmadi

Chief Technology Officer & Co-Founder

Rondeivu Inc.

Alexandra Kapelos-Peters

Founder & CEO

Cansulta

Take your business to the next level with the right support. We solve the problems preventing you from thriving. Because every business deserves a world-class consultant. Better business awaits!

ARE YOU:
• Frustrated by spending top dollar and waiting months for high-level, theoretical presentations that don’t bring real results to your existing team or department?
• Burdened by an unending to-do list while trying to scale your growing business?
• Overwhelmed by the competing tasks and priorities of running a startup or scale-up?

LET ME HELP! My mission is to bring out the best in your team and your business. Let us help you identify and implement the solutions by putting in place the right people, processes, and technology.

I’m a creative, solution-oriented, passionate leader who gets things done. I am:
• DIGITAL / Unique, broad expertise in software, marketing technology & product development
• DRIVEN / Dedicated project & product owner who leads by example
• BILINGUAL in English and French

Provides direction, builds alignment and executes. Thinks strategically and plans tactically. Passionate about people, management, technology, and scaling businesses for success. Outstanding record of working with Fortune 500 companies to deliver services and solutions for 20+ years. Accomplished leader & manager who excels in building high-performing teams.

Broad experience in business: client service, customer training & support; finance, legal & operations; delivery (design, development & production); human resources (recruitment, L&D, training, change management); product management; process design & management; communications, marketing strategy.

Specializes in the delivery of high-impact, high-value, high-quality professional services & solutions within both agency/vendor (Waterfall) and development environments (agile/iterative/Scrum).

Ajay Rao

Partner

Chamberlain Advisors

Ajay, CPA, CA, is known for creating low-cost, low-risk solutions that secure intergenerational wealth for ultra-high-net-worth families, bringing over 20 years of finance and wealth management experience.

Ajay has partnered with leading global private banks and financial institutions to deliver comprehensive financial strategies. Most recently, he led the organization of a family office for a prominent UHNW Toronto family, achieving significant benefits without upfront costs.

Ajay’s expertise includes strategic thinking, financial acumen, and problem-solving, making him a valuable asset to his employers and clients. Current initiatives include potentially becoming a Founding Partner of an advisory firm focused on serving single family offices and acting as an Advisor to a high-performing, Singapore-based multi-thematic equity hedge fund now establishing its presence in North America. This fund, grounded in value investing, has consistently and significantly outperformed the MSCI World and S&P 500 indices.

Mukul Pal

Founder & CEO

Alphablock Technologies Inc.

Mukul has spent over 20 years in global financial markets, in investment management capacities, working from 2000-2004 for the Bombay Stock Exchange, HDFC, and various financial institutions in India, from 2005-2010 consulting European asset managers and securities divisions of financial institutions like Société Générale, Raiffeisen, Uniqua Insurance, Bucharest Stock Exchange, Bank of Transilvania and starting 2011 building Active Investing solutions for various wealth managers in North America. 

He has published extensively, filed several patents, holds an MBA in Finance, a master’s in applied econometrics and statistics, the CMT and CAIA designations, and has been awarded a top fintech award from MIT in 2016. In his current role, he runs AlphaBlock, a fintech company that in its first application is revolutionizing asset management by offering alpha at zero transaction costs and zero management fees to institutional and individual investors.

Chanddeep Madaan

CEO

Aya Care

Aya Care (ayacare.com) is Canada’s #1 leading healthcare spending account and wellness spending account provider, making it easier for businesses in providing their employees a better way to pay for health and wellness.

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.

Sasha Mosiichuk

Associate, Venture Investments

Aquanow

Sasha is currently serving as an Venture Capital Associate at Aquanow and is responsible for evaluating investment opportunities and formulating investment strategies in Web3 and Blockchain Technology. Her previous journey in the financial sector has been marked by roles at IG Wealth Management, and NPC Ukrenergo, each contributing to financial analysis, project investments, and private wealth management.

Tim Burgess

Co-Founder & CEO

WealthAgile

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

John Davitsky

Co-Founder

Golden Hawk Financial

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

John started his career as a Financial Advisor at Caldwell Securities in Toronto in 2009. In this role he was responsible for managing investments for families, corporations and other high net-worth individuals. He progressed through the organization gaining experience in alternative investments, brokering private equity deals, placing shares in late stage pre-IPO companies and investing in digital assets.  In recent years John moved into trading, becoming Head Trader, and finally Vice President, where, as a high touch trader he traded $1B-$1.5B daily for the firm’s largest client.

In 2022, he joined Echelon Wealth Partners, where he worked with their Electronic Trading group to help lead a digital asset project with Fidelity Clearing Canada. This project developed a product to hold digital assets for clients on Fidelity’s balance sheet in a traditional finance model. 

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

Robert Guo

President

Sixty Degree Capital

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

Joseph Micallef

Partner, Tax – National Tax Leader Financial Services

KPMG

Joseph is a financial services tax specialist and senior managing partner of KPMG’s national financial services tax practice. Joseph serves institutional allocators, wealth advisors and asset management (retail & private fund) clientele. Joseph has deep experience in serving clients in banking, capital markets, financing and leasing entities as well as broker dealer taxation matters.

Joseph has more than 28 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. Joseph was recognized and honored as a Fellow to the Institute of Chartered Professional Accountants for his work across the industry in 2020 and is one of the youngest tax practitioners to receive this extraordinary honor.

Joseph provides tax advisory services to his clients in the following areas:
• Investment fund taxation matters from a domestic and international tax perspective.
• Investment fund & product structuring.
• Capital market products and other off-market financial instruments
• Domestic planning matters including M&A and reorganization taxation matters.
• Joseph also provides advice regarding effective structuring within the regulated banking environment to ensure tax and capital efficiencies.

International tax matters such as the following:
• Tax efficient product structuring advice for both product manufacturers and institutional investors across all asset classes such as liquid securities and alternative products (hedge, private credit, PE, REITs, Infrastructure)
• Tax advisory on international operating models (financing structures, withholding taxes & transfer pricing matters).
• Tax efficient repatriation of profits & within corporate group.
• Tax compliance & tax controversy matters with the various tax authorities, including policy advisement to the Department of Finance.

Joseph provides consultations in respect of SR&ED & other government incentives (grant funding) for domestic and foreign companies. Joseph frequently designs and consults on effective and strategic tax operating models for various entities, including consultations to meet certain regulatory & governance frameworks. Joseph has extensive experience with advising and implementation around tax performance advisory platforms. Joseph has substantial experience in accounting for income taxes under IFRS, ASPE, and US GAAP and is a frequent lecture at numerous professional forums. Joseph is a published author and speaker for various industry events, CTF, TEI and the CPA Canada.

Yaron Varona

Yaron Vorona is a business strategy advisor and executive performance coach. Yaron has spent over 20 Years working in strategy and finance leadership roles for technology companies and investors. He has co-founded companies in the cybersecurity, AI, blockchain, and defense sectors. His global network stems from his experience working in Asia, Europe, the Middle East, Africa, and North America.

Yaron holds an MBA from the London Business School, and a BSc in Physics and Business from the University of Waterloo. He’s a Father, Explorer, Connector, and Personal Excellence Practitioner.

Matt He

Investment Analyst

Brightspark Ventures

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

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

Michael Branco

Founder & Chairman

Celeste Ventures

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

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

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

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

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

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

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

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

Sam Bogoch

CEO

Axle AI, Inc.

Cofounder and CEO of Axle AI – Our software combines the power of AI and machine learning to MAM, either on premise or the cloud. We launched in 2018 at NAB, and now have a full-time team of 22 people and over 1,000 customers worldwide. We’ve recently built out two major companion products: Connectr, a cross-platform video workflow automator, and Axledit, a collaborative editing platform.

I also advise a number of tech startups and am co-chair of the Boston chapter of the Harvard Alumni Entrepreneurs’ Association.

Specialties: Media asset management and server architectures, customer interactions, third-party partner relationships, marketing and channel development. Forward-looking view of the media consumption and production landscapes.

Skills include – experienced executive in media applications and platform technologies; deep system integration background in large-scale media asset management and storage systems based on Linux and Microsoft technology suites; building startups and turnarounds which are able to attain significant revenue growth with modest capital infusions; managing development teams of 2-100 people. Equally comfortable in the corporate and startup worlds. Significant experience working closely with enterprise customers, as well as investors and management stakeholders. I enjoy (and help foster) high-growth environments.

Jana Rieger

Co-founder and CEO

True Angle

Throughout my journey from a clinician, to researcher, professor, and now entrepreneur, I have been deeply involved in developing innovative solutions for individuals worldwide who want to live better through technology. In 2017, I founded True Angle, a company born out of the University of Alberta with a core mission to bridge the gap between cutting-edge technology and those in need. To that end, I led the development of Mobili-T, a wearable digital health technology aimed at restoring swallowing function for the 500 million people globally affected by conditions like stroke, Parkinson’s Disease, and head and neck cancer. Now, drawing on my PhD work in respiratory kinematics, my team has progressed to create Breth, a wearable device that combines haptic technology and smart sensors to personalize breathwork sessions with tailored recommendations, promoting lasting and stress-free habits. Under my guidance, True Angle successfully completed programs at prestigious business accelerators such as the Creative Destruction Laboratory in Canada, Plug and Play, and MATTER Health in Chicago.

Beyond my entrepreneurial ventures, my academic pursuits have been marked by establishing top-tier programs, notably an acclaimed health outcomes assessment initiative recognized as the global industry standard. My strong thought leadership skills have been instrumental in my role as a director within Alberta’s healthcare system, where I brought together diverse stakeholders including clinicians, researchers, and policy-makers to drive impactful change.

Romain Dutrenois

CEO/Founder

Phalanx Capital

CEO and Founder of Phalanx Capital, which aims at providing investors with innovative financial instruments to hedge their portfolios and boost their returns.

Oded Levi

President

Epstein Enterprises

Oded is the President of Epstein Enterprises Inc., a single-family office based in Toronto. EEI is a multi-faceted investment company with direct and indirect investments in private and public corporations as well as commercial and residential real estate. EEI invests with various investment managers on a passive basis as well as providing support for technology companies that span pre-revenue through growth stage, with a preference towards late seed and early growth rounds. EEI prefers to support its companies in a non-operational way and by investing in multiple rounds.

Prior to coming to EEI in 2006, Oded worked in the international tax practice of a large accounting firm and at a boutique investment research firm. Oded is a CPA, CA and has a BBA in Accounting and MBA in Finance from the Schulich School of Business at York University. He has served on the boards of public, private and not for profit organizations.

Humaira Sheikh

Head of Operations and Co-Founder

Rondeivu

Rondeivu reimagines and modernises the process by which private market deals are transacted. Our end-to-end InvestTech platform simplifies capital formation and investment with a seamless “one platform” solution for the entire deal process. We optimise for alignment of interests by sourcing opportunities and matching issuers with institutional investors.

Joe Milam

Founder

AngelSpan

Joe Milam (MY-lum) is a recognized expert in securities analysis, valuation, portfolio design and management, venture & angel investing, and oddly enough – the Psychology of Wealth. He ran his own multi-family office for 20 yrs, and is now applying his almost 40 years of investing experience to address the inefficiencies in how we fund innovation.

At AngelSpan, we are addressing the chronic ‘information gap’ typical with early stage companies by delivering the best in class Investor Relations.

Now rolling out The Legacy Funds division of AngelSpan to address the chronic and growing funding gap across the U.S. by delivering the first institutionally rigorous solution for allocating capital to the venture asset class – regardless of the investment thesis.

In essence, we remove the gamble from funding innovation.

Amit Bhanot

Founder

Runway6.vc

Yang Wang

Head of Product

Argo Digital Gold

Yang Wang leads product development at Argo, shaping the next generation of their gold investment platform. This platform empowers users with a seamless digital experience for accessing precious metals. Prior to joining Argo, Yang cultivated a diverse background across a range of financial institutions. At AP Capital, a leading diversified investment firm, she led product development for a popular crypto trading platform in Turkey. Before AP Capital, she led innovation management and drove operational efficiency at Scotiabank Capital Market Technology Group, where she streamlined mid and back-office operations through automation.

A seasoned professional with a cross-functional background, Yang’s career journey began with UI/UX design and marketing.

This diverse experience has equipped her as a strong, well-rounded leader in the financial technology space.Driven by her own experience as a first-generation immigrant from China, Yang recognizes the global challenges of financial accessibility. Having navigated life in different countries, she understands firsthand the need for inclusive financial tools. Witnessing the obstacles faced by immigrants in building wealth, she is passionate about promoting financial equality, particularly for women and for children at the beginning of their educational journeys.

Kerem Kolcuoğlu

Managing Partner

Penrose Partners

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

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

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

Revathy Venugopal

VP of Digital Product Management

Picton Mahoney Asset Management

I am currently the VP, Digital Product Management of Picton Mahoney Asset Management. I bring over 23 years of Investment Banking, Capital Markets, Wealth Management, Fintech, and consulting experience with data driven product and digital transformation leadership experience. I have launched successful products while solving for both customer and business objectives. I’m passionate about solving problems and delivering results that create value for stakeholders.

I hold an MBA from Rotman School of management, University of Toronto, and MMA from Smith school of Business, Queen’s University.

Pawan Vatvani

Director of Portfolio Construction, Portfolio Construction Consultation Services

Picton Mahoney Asset Management

I joined PMAM in Nov 2021 as Director of Portfolio Construction within the Portfolio Construction Consultation Services (PCCS) team.

My start in the industry began in Sydney, Australia in the custody division of RBC DexiaInvestor Services and BNP Paribas Securities Services. I joined BlackRock in Jan 2008 as a middle office analyst and rose up the ranks to be a trader on the execution desk and eventually as Portfolio Manager within the Multi-Asset Strategies Team.

I moved to Toronto in June 2016 to lead the build out of the Portfolio Consulting Services function within iShares (BlackRock Canada’s ETF division).

In 2003, I graduated from the University of Western Australia with Bachelor of Electrical Engineering and Bachelor of Commerce degrees with majors in Information Technology, Investment Finance and Management. I also hold the CFA charter and FRM designations.

Henry Chau

Associate Vice President

Picton Mahoney Asset Management

What drew me to the world of finance was my desire to help individuals take control of their financial lives. After spending several years as an adviser to HNW individuals, I’m now an Associate Vice President with Picton Mahoney Asset Management, Canada’s largest alternative investments provider with approximately $10B in assets under management. Our mission is simple: help investors achieve their goals with greater certainty.

In my role, I am a trusted expert on all things portfolio construction related and on alternative investments for Investment Advisors, Portfolio Managers, and Family Offices across Ontario. Markets are changing — portfolio construction is too. I work with a team of experts to provide my clients’ with a quantitative framework to build better portfolios. I am a CFA Level III candidate and I graduated McMaster University in 2016 with a Bachelors in Economics.

Garima Gupta

Manager, People & Culture

Picton Mahoney Asset Management

I am currently the Manager, People & Culture at Picton Mahoney Asset Management. For more than 5 years, I’ve had the pleasure of working for growth-oriented organizations such as Picton Mahoney with an emphasis on talent management, organizational development and employee engagement. I am a very passionate Human Resources professional with an interest and core focus on cultivating high-value experiences for employees throughout the employee life cycle. I am very proud to be working for an organization such as Picton Mahoney who have consistently been recognized as one of Canada’s “Top Employers” and “Great Places to Work.”

Over the years, I have also volunteered in the community with Council of Agencies Serving South Asians, Kids Help Phone, Toronto’s Distress Centers and many more organizations. I enjoy giving back and I’m deeply committed to creating an environment of support and trust which has always been something I strive for in my career.

I hold a Bachelor’s degree in Human Resources Management from Seneca College, and I’m currently working towards the CHRL designation with HRPA.

Stacey Blyth

Director, Risk Advisory

KPMG International Financial Centers

Stacey is an IIROC qualified Chief Compliance Officer (CCO), certified anti-money laundering specialist (CAMS) and certified crypto currency investigator (CCI). As Director, Risk Advisory for KPMG International Financial Centers, based in Nassau, Bahamas she brings over 20 years’ experience in wealth management and related financial services. She is a regulatory and financial crime expert and founding member of KPMG Islands Group (KIG) Digital Assets team.

Prior to joining KPMG, Stacey held senior regulatory roles including Chief Compliance Officer, Chief Anti-Money Laundering Officer, and Chief Privacy Officer. After launching her career in Canada, she has since had the opportunity to live and work in a variety of international locations.

Head of Marketing

CIBC Mellon

Brent Merriman leads the team responsible for CIBC Mellon’s corporate external communications, including content marketing, product marketing, media relations, client events, and employer-of-choice communications. He also oversees the company’s market research, industry intelligence and client feedback programs.

Brent has more than 20 years of experience as a corporate storyteller, marketing strategist and educator. Since joining CIBC Mellon in 2008, Brent has held progressively senior communications and marketing roles within the company.

Brent is active in the communities where he lives and works. He sits on the Matching Committee for the Mentorship Program of the Canadian Association for Alternative Strategies and Assets, and volunteers with the Canadian Capital Markets Association’s T+1 Communications and Education Working Group. He is past chair of CIBC Mellon’s corporate social responsibility steering committee, past chair of its governance and ethics CSR subcommittee, and a founding member of the company’s parenting network.

Brent holds an Honours Bachelor of Arts from Queen’s University and a Master of Education from York University.

Abdul Sheikh

Vice President, Fund and Portfolio Services

CIBC Mellon

With a particular focus on alternative asset, derivatives and daily valuations, Abdul has a long history of finding solutions for clients, whether hedge funds, pension plans or mutual funds, regionally and globally. His prime responsibilities include client service delivery and relationship management for CIBC Mellon’s institutional clients in Canada.

Previously Abdul was VP & Head of Client Service and Relationship Management at State Street responsible for client satisfaction, retention and growth for asset owners and assets managers globally.

Abdul has more than 25 years’ experience developing client strategies and service models for some of the world’s most sophisticated managers and investors.

Matt Shandro

President and Portfolio Manager

Fulcra Asset Management

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

Mike Mangione

Director, Family Offices & Advisor Relations

Group RMC

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

Jedidiah Liu

Chief Executive Officer

Cacoeli

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

Elena Sinelnikova

Chief Executive Officer

Metis

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

Michael Graham

Executive Director, Relationship Management (Quebec)

CIBC Mellon

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

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

Andy Smith

Chief People & Communication Officer

SGGG Fund Services

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

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

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

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

Christi Hayes

Chief Compliance Officer

Invico Capital Corporation

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

Ron Lloyd

Partner & Senior Advisor

Waratah Capital Advisors

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

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

Harley Gold

Managing Director

Peakhill Capital

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

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

Daniel Conti

Principal

HarbourVest Partners

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

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

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

Yavor Nikov

Director, Sales – Quebec Region

Avenue Living

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

Kathy Kozak

Vice President, Strategy and Corporate Finance, Vancouver, BC

Trez Capital

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

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

Celeste Warren

Head of Human Resources

Picton Mahoney Asset Management

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

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

Nancy Bertand

Managing Director Canada -Market Executive

Citi Private Bank, Canada

Nancy Hoi Bertrand is Managing Director and Head of Citi Private Bank, Canada. In this role, she is responsible for the growth of the business in Canada, which serves and advises ultra-high net worth families, foundations and single-family offices on wealth preservation and creation, with a particular focus on alternative and international investments.

Citi Private Bank is dedicated to serving the world’s wealthiest individuals and their families. From 60 locations across 20 countries, the Private Bank offers services to more than 14,000 ultra-high net worth clients from nearly 100 nations. Its Canadian offices are in Toronto, Montreal and Vancouver.

Having originally joined Citi Private Bank in 2006, Nancy has over 25 years of capital markets experience. Prior to Citi, she practiced U.S. securities law at the global law firm AOShearman, specializing in cross-border corporate finance and mergers and acquisitions.

Nancy sits on the board of the Golf Association of Ontario and is Past-President of the Toronto CFA Society and former Chair of its Governance and Nominations Committee. She was a member of the CFA I nstitute’s Capital Markets Policy Committee and a member of CFA lnstitute’s Global Corporate Governance Task Force and received her Chartered Financial Analyst designation in 2002.

Nancy is a graduate in Business Administration (Dean’s List) from the Richard Ivey School of Business at Western University and a Bachelor of Laws (great distinction) from McGill University. She has been called to the bars of the State of New York, the Commonwealth of Massachusetts and the Province of Ontario. She previously sat on the cabinet of the Royal Ontario Museum’s Young Patrons’ Circle, speaks Mandarin, Cantonese and French, is married and mentoring an adult daughter.

Jamie Biddle

Founding Partner and Chief Executive Officer

Verdis Investment Management

Jamie Biddle is the founding partner and CEO of Verdis Investment Management. He sets the strategic direction of the family office and oversees investment activities, operations and finance. Jamie is behind portfolio construction, manager sourcing and selection, due diligence and risk management. Jamie is an active member of the Investment Committee.

Jamie brings more than two decades of investing and operating experience, across asset classes and industries. Prior to forming Verdis Investment Management in 2004, Jamie was President and CEO of Orcom Solutions. Orcom was an outsourced customer care and billing service for electric, gas and water utilities across North America. The company was originally purchased by a group of private equity firms (including the Blackstone Group and Thomas H. Lee Partners) led by Jamie and was sold to Alliance Data Systems (NYSE:ADS) in December 2003. Jamie began his career as a VC at EnerTech Capital Partners, funding technologies in energy and power.

He earned his Masters in Business Administration from the Wharton School of the University of Pennsylvania and a bachelor’s degree from the University of Pennsylvania.  Jamie is the President of Andalusia Foundation.

Lois Tullo

Executive in Residence

The Global Risk Institute

Lois Tullo is an expert in the area of risk, technology, finance, compliance and corporate governance.She has over 30 years of business experience spanning financial services, technology, cryptocurrency, telecommunications, strategy consulting, raising venture capital, M&A, and natural resources. In 2024 she was awarded Top 10 Women CFOs in Canada. She is a UN CEFACT Expert, and Global Blockchain Business Council Ambassador.

As CFRO/CCO she is responsible for financial oversight for KuberMIC a Mortgage Investment Corporation and Advisor for YAMS LLP a Crypto system company. She has over 20 years of Board experience as Chair, Treasurer, and Risk and HR Committee Chair, for a tier 1 bank, private sector and not-for-profit organizations. As an Executive-in-Residence for the Global Risk Institute she spoken on and published the Global Risks and Trends Framework (GRAFT), the linkage of risk management and business strategy, Polycrisis, and the Future of Digital Assets. She has publications for the Banking, Government, and Pension/Asset Management sectors. She is an conference speaker at the United Nations, IACPM, Risk.net, etc, author, and faculty of risk mgt; cyber security, data and IT risk; and financial services at the Schulich School of Business, York University. She teaches in the Master of Risk Management Certificate program, executive programs, MBA, and undergraduate program. She is the author of the whitepaper Enterprise Risk Management – Canadian Best Practices, and Nonfinancial Risk Best Practices in Canada.

She was previously CFO for CIBC Finance Inc. where she was responsible for a $6 Billion credit portfolio, Human Resources, and $1.5 securitization. She held senior positions with a large telecommunication company in the area of Finance, HR, and Business Process Redesign. She provided strategy and technology advice for a Boston consulting firm in the financial, oil and gas mining, and government sectors. She has done international relief and development work in Ethiopia. She was in data management for a gas transmission company. Previously she was a C.P.A./C.A. with Clarkson Gordon/E&Y, and PWC. Ms. Tullo is a CPA, CA, ICD.D, CCO. She has a Bachelor of Commerce from the University of Saskatchewan, and an EMBA from the Ivy School of Business, University of Western. 

Shael Soberano

Chief Investment Officer

Sharno Group Inc.

Shael Soberano, CFA, is the Chief Investment Officer of Sharno Group, a privately owned independent principal investment group and family office focused on identifying strategic, value-add investment opportunities across a wide range of traditional and alternative asset classes and strategies.

Shael is also the President & CEO, Portfolio Manager & Chief Compliance Officer of Sharno Capital Corporation, a registered Exempt Market Dealer and Portfolio Manager with the Ontario Securities Commission, and distributes securities in Ontario to eligible Accredited Investors.

Prior to Sharno Group, Shael Soberano was Vice President, Senior Analyst at Vision Capital Corporation, a leading Toronto-based Hedge Fund manager focused on publicly traded real estate related securities. Shael first joined Vision Capital as an Analyst in 2009, shortly after its inception. He was promoted to Vice President, Senior Analyst in 2014, and was registered as an Advising Representative with the Ontario Securities Commission in 2017. With a wide range of roles spanning both business development and investment management initiatives, Shael’s contributions were integral in growing Vision Capital’s assets under management and contributed to its award-winning risk-adjusted performance over that period.

Shael is a CFA Charterholder and completed the Bachelor of Management and Organizational Studies Honours Degree with a Specialization in Finance at the University of Western Ontario. Shael completed the Partners, Directors, and Senior Officers (PDO) Course in 2019 and the Canadian Securities Course (CSC) in 2010, provided by the Canadian Securities Institute (CSI).

Andrew Hamlin

Vide President and Portfolio Manager

Federated Capital

Andrew leads the investment team at Federated Capital, a private single family office. He is responsible for overseeing the whole investment process from identifying, investing, and monitoring investments. He has extensive experience allocating capital in both public and private markets. Andrew has a strong track record of performance having worked in the industry for over 25 years. Previous experience includes spending 10 years building an independent asset manager, working with high net worth families, and sitting on the board of a private air logistic company. He started his career in the capital markets division of Canada’s largest banks. Andrew has an MBA from the Schulich School of Business and a Master degree in International Politics from Sussex University (UK).

Drew Colaiezzi

Private Investments

McPike Global Family Office

Drew Colaiezzi is a private equity/venture capital specialist & investment manager with a background in capital markets focused on securitizations, specialty credit products, fixed income asset-back warehouses, financing consultancy, investment strategies & management, investment relationship structures, and early-stage venture.

After working in NYC and Miami for various private equity firms, he moved internationally and currently sits on the investment committee for MGFO, a single-family office based out of the Bahamas with a large venture portfolio containing exposure to various industries with a strong focus on early stage opportunities in financials, tech, fintech, life sciences, the carbon economy, venture funds, co investment opportunities, and web3/crypto based assets.

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.

Trevor Maunder

President & Chief Executive Officer

Peerage Capital

Trevor is President and Chief Executive Officer at Peerage Capital. With a Commerce degree from Queen’s University, Trevor began his professional career at PricewaterhouseCoopers as a CPA. There, he focused on transaction support for the telecom and media sectors before moving to MDC Partners Inc. At MDC, Trevor worked in the corporate development group where he led two restructurings, acted as a partner company CFO, oversaw the successful bidding and implementation of the Multi-Print III stamp contract awarded by the United States Postal Service, and assisted with acquisitions and due diligence. As CEO, Trevor oversees development and execution of the broad corporate strategy for Peerage, including the ongoing growth of all operating platforms including real estate services, asset management and self-storage.

Andrew Garrett

Chief Investment Officer

Spotlight Development

After more than 20 years in institutional investing—as both a pension-backed GP and LP—Andrew Garrett brings a fresh perspective to family office investing in his dual roles as Chief Investment Officer at Spotlight Development and Board Advisor at Ruck Lane.

Andrew leads Spotlight’s investment strategy and capital partnerships, drawing on his extensive experience in commercial real estate across Canada, the U.S., and Mexico. Over the course of his career, he has managed more than $8 billion in new-build developments and held leadership roles at Cadillac Fairview and IMCO, where he cultivated deep industry relationships and consistently delivered high-performing projects.

A committed community advocate, Andrew served on Ontario’s Housing Affordability Task Force and continues to champion projects that align financial performance with social impact.
He holds an MBA from the Kellogg School of Management, a Bachelor of Commerce from the University of Guelph, a certificate in Crown Corporation Board Director Effectiveness from the ICD, and advanced training in Real Estate Development from MIT.

Greg Nott

SVP, Chief Investment Officer

Northwood Family Office

As a member of the firm’s management team, Greg leads Northwood’s investment activities, and provides overall thought leadership on all investment matters for the firm. Working in conjunction with other members of the investment team, Greg draws on his extensive experience in asset allocation and conducting due diligence on investment managers, with an aim to select and monitor best-in-class investment managers across all asset classes. Greg also participates in building client relationships and business development. Prior to joining Northwood, he was a member of Russell Investments Canada’s Leadership Team, and regularly met with the firm’s institutional and individual clients to discuss investment strategies and outlook. He was responsible for management of the firm’s Canadian fixed income and multi-asset portfolios, while also overseeing the Canadian investment team.

Greg attained his Chartered Financial Analyst (CFA) designation in 1999. He has a Bachelor of Commerce degree from Queen’s University. Greg is an active member of his community, volunteering his time to support a number of his children’s activities.

Russell Deakin

CIO and Managing Partner

Aceana Group

Russell Deakin serves as the Chief Investment Officer (CIO) and Managing Partner at Aceana Group, bringing over 25 years of experience in alternative assets, including private equity, venture capital, real estate, infrastructure, and renewable energy. His career spans North America, Europe, South America, India, and China, underscoring his extensive global expertise.

His specialties encompass entrepreneurial ventures, blockchain, crypto, growth capital, private equity, real estate development, infrastructure, renewable energy, and international capital markets.

Russell holds an MBA from the Anderson Graduate School of Management at UCLA, with undergraduate studies completed at Oxford University (Honors Exchange Program in PPE) and Tufts University (BA in Economics and History).

Geraldine Hardy

Geraldine is a Director and coach of Family Hippocampus, a peer -to-peer driven Think & Do Tank focusing on family dynamics in business families. She was  born in Indonesia to a Chinese father, to an 8th-generation Peranakan business family and descendant of Hong Kiam Lauw, and a German mother. She grew up across Indonesia, Germany, and the United States, gaining valuable experience in connecting with stakeholders from diverse cultural backgrounds.

With over 27 years of professional experience in marketing, business development, and communications, Geraldine has a strong background in investor relations and stakeholder engagement across private and public equity.

Geraldine has worked and lived in nine countries in various industries that involved adapting and gaining knowledge in sectors such as oil & gas, bio pharmaceutical, clean tech, information technology, luxury: yachting, private aviation property, family office and finance in Europe (Germany, Portugal & France), UK (London & Brighton), ME (Dubai), Africa (Tanzania & Cameroun), SEA (Singapore & Indonesia), Australia (Brisbane) and USA (New York).

She blends business acumen with a focus on well-being to enhance productivity, creativity, and integrity in my decision-making process—qualities I see as essential for adapting to today’s uncertain landscape.

Trauma & Energy Coach, Shaolin Temple Europe Taiji Martial Artist, Alchemy Healer, NLP Master Coach and Meditation Guide

Adrian Barber

President

Barber & Associates

Rohit Khuller

Vice President – Investment Management

Letko Brosseau

Rohit Khuller is a McGill University graduate (MBA) with a bachelor’s in engineering from Delhi College (B. Eng). A CFA® charter holder, he has also completed the Harvard Business School General Management Program (GMP).

Prior to joining Letko Brosseau in 1998, he held a senior sales engineering position at Carrier Aircon Ltd, after completing internships with major companies such as Suzuki India, Indian Airlines and Bank of America.

Mr. Khuller’s career in various industries such as automotive, aerospace and banking in several countries has enabled him to deepen his knowledge in different fields.  After 25 years with Letko Brosseau, in addition to his role as Portfolio Manager, he is now Vice President, Investment Management and member of the Investment Council, overseeing portfolio strategy and risk management for all the company’s assets, and is responsible for the firm’s emerging markets equity investments.

Mr. Khuller is recognized for his talent as an investor, his strong analytical skills, and his diligence in his work.

Stephen Bloom

Founder

Batl Capital LP

A former senior partner of Goodmans LLP, one of Canada’s leading full service law firms who practiced corporate law for almost 30 years. Past CEO of Shiplake Properties Ltd., a third-generation family-owned private business. Co-founded Collecdev, Shiplake’s development and construction management business. Currently, President and Managing Partner of Batl Capital, founded by Stephen as a family office and manager of capital.

In his previous role as CEO of Shiplake, Stephen provided critical support and guidance to the day-to-day management of a billion-dollar business that included the ownership and operation of an apartment portfolio and retirement residence, high-rise development and construction management, as well as investment in commercial real estate, private equity and public securities.

Stephen is a value-added investor who has negotiated and completed dozens of transactions, including land and business acquisitions, dispositions, financings, joint ventures, partnerships and shareholder agreements, while providing wise counsel throughout the life cycle of the investment.

Stephen has served on the boards of various charitable organizations including the Israel Cancer Research Fund, Tanenbaum CHAT and Trustees of the Jewish Foundation of Toronto.

John Hynes

Chief Executive Officer

HedgeFacts

John Hynes is the Chief Executive Officer at HedgeFacts, a leading provider of cloud hosted middle & back office outsourced solutions to Family Offices, Allocators and Investment Managers.

HedgeFacts is a family owned business which has provided John with experiences and insight which enables his to relate to many clients.

John previously held various at Barcalys Bank and Allied Irish Banks after starting his career with PwC. John is a graduate of Trinity College Dublin and is a Fellow of the Chartered Accountants in Ireland.

Tec Han

Tec Han, MBA is a senior investment allocator with over 20 years of experience in asset allocation, manager research, and portfolio strategy, Tec was the founding Chief Investment Officer of Vibrato Capital, a Portland-based family office, and has held investment roles at Clark Enterprises and the National Railroad Retirement Investment Trust. He serves on the board of CareOregon, guiding strategic financial sustainability for Oregon’s largest Medicaid and Medicare provider.

Sean Driscoll

Director & Co-Chief Executive Officer

FAX Capital

Sean Driscoll is the Co-Founder, Co-Chief Executive Officer and Director of FAX Capital, an investment company focused on high quality investment opportunities in equity, credit and real estate across both public and private markets. He is also the Co-Chief Executive Officer and Director of Federated Capital, a single-family office.

Before establishing FAX, Mr. Driscoll spent 10 years at Sentry Investments, a Canadian mutual fund company, where he was the Chief Executive Officer and a member of the board of directors and led a multi-year strategic repositioning of the company as it grew organically from $3 billion to $20 billion in assets under management becoming one of Canada’s largest independent asset management firms. Sentry was acquired in late 2017, laying the foundation for the capitalization of FAX and Federated. Mr. Driscoll was also President and CEO of NCE Diversified Management, a company that raised over $350 million across 5 partnerships during his tenure, for investment in resource exploration and development companies on a tax advantaged basis. Prior to joining Sentry, Mr. Driscoll worked at a leading Canadian investment bank where he worked on a broad range of financing transactions and merger and acquisition assignments.

Mr. Driscoll currently serves as a director of the UHN Foundation where he is a member of the Finance and Investment Committees. He holds a Masters of Business Administration from the Schulich School of Business, York University and received a Bachelor of Arts degree (Economics) from McGill University. He is a graduate of the Directors Education Program, jointly developed by the Institute of Corporate Directors and the University of Toronto’s Rotman School of Management and has obtained the ICD.D designation.

Jason Taylor

Founder & CEO

Climate Finance Advisors

Jason Taylor is a capital markets professional with over 20 years of experience and founder of Climate Finance Advisors a boutique sustainable investing firm. In recent years he led the teams and development of the sustainable finance strategy for two Canadian banks working in close collaboration with groups across the bank and capital markets. A frequent conference panelist and speaker covering a wide range of sustainable finance topics (impact investing, transition & environmental finance), Jason has also participated in a number industry workstreams to accelerate the mainstreaming of sustainable finance.

He is an advocate for using the power of capital to influence systemic change and contribute to building just, faire, and resilient communities. His work focuses on crowding-in capital to shrink various funding gaps (nature, climate, transition, social) in a financially efficient manner. He completed an MBA focused in sustainability, strategy, and innovation management at McGill/HEC Montreal, where he was named to the Poets & Quants 2019 100 best & Brightest list. He co-instructs the sustainable investing course in Concordia University’s MBA program and is a CFA and CAIA charter holder. His volunteering commitments are focused on his role on the board and investment & Impact committee of the Foundation of Greater Montreal, and as president of West Island Lacrosse.

François Ritchot

Investment Director

Sagana

François is an impact investing transaction and strategy professional. He is an Investment Director at Sagana, advising UNWHI and family offices investing in companies and funds with attractive financial returns and significant human and planetary impact. At Sagana, Francois leads investment activities in the Food and Agriculture sector globally. He was previously an Associate Director at Palladium Impact Capital (formerly Enclude) where he provided capital raising services to impact enterprises (pre-revenue to growth-stage) and mission-driven financial institutions as well as impact fund placement.

Ralph Awrey

Director, Family Office, Canada

Stonehage Fleming

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

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

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

Nima Sanajian

Managing Director of Investments

Wealthsimple

Nima Sanajian is the Managing Director of Investments at Wealthsimple, with over 15 years of experience in investment management. He leads the firm’s alternative investment offerings, asset allocation, and portfolio construction strategies. Prior to Wealthsimple, Nima spent nearly seven years at CPP Investments, where he specialized in strategic asset allocation, portfolio construction, and the development and management of systematic macro strategies. Earlier, he served as a senior quantitative analyst at RBC. Nima holds a Ph.D. in Operations Research from the Rotman School of Management (University of Toronto).

Greg Valliere

Chief U.S. Policy Strategist

AGF Investments

Greg Valliere joined AGF Investments (AGF) in February 2019 as Chief U.S. Policy Strategist. In this role, he is responsible for providing insight into how U.S. politics are shaping global markets.

He brings a unique perspective to AGF with more than four decades of experience analyzing policy and politics providing regular commentary and insight into Washington for financial services and investment management clients globally, including specialized coverage of the Federal Reserve, economic policy and politics. Greg began partnering with AGF in 2017 advising investment management teams on policy and the impact on global markets, providing daily market commentary for financial advisors and participating in numerous client events and roadshows.

Greg has more than 40 years of experience following Washington issues for institutional and retail investors. He is widely quoted in U.S. media and specializes in coverage of the Federal Reserve, tax and spending issues, and politics. Greg is based in Washington, D.C.

Pascal St-Jean

President & CEO

3iQ

Throughout his career, Pascal has focused on the transformation and disruption of industries via rapid scaling of businesses under his leadership. Having successfully created and grown multiple business ventures, Pascal was recognized as one of the youngest recipients of the Forty Under 40 award.

Before joining 3iQ, Pascal was an active angel investor and served as Strategic Advisor and Fractional Executive to over 5% of the Globe and Mail’s 500 fastest growing companies in Canada.

Pascal’s experience in open-source technologies and distributed systems led him to invest in cryptocurrency in 2016, and act as an educational resource on digital asset investments to several organizations. As President & CEO of 3iQ, Pascal is focused on overseeing the growth and global expansion of the company as it continued to pave the way as a global leader in Digital Asset Management.

Adam Vigna

Managing Partner and Chief Investment Officer

Sagard Holdings

Adam Vigna has served as Managing Partner and Chief Investment Officer of Sagard since 2016. As the firm’s Chief Investment Officer, Adam is actively involved in all investment decisions made across the platform and is responsible for Sagard’s overall investment activities, including investment strategy, governance, and portfolio construction. Adam also serves as Chief Investment Officer of Sagard Credit Partners. Adam is a member of the Management Committee and is currently a director of Peak Achievement Athletics. He is based in Toronto, Canada.

Prior to Sagard, Adam spent nearly a decade at the Canada Pension Plan Investment Board (“CPPIB”) where he was Managing Director and Global Head of CPPIB’s Principal Credit Investments Group (“PCI”) with approximately CA$20B of AUM. While at CPPIB, Adam was one of the founding members of CPPIB’s Principal Credit Investment Group and led CPPIB’s acquisition of Antares Capital in 2015. Prior to CPPIB, Adam was Vice-President at Goldman Sachs in the Special Situations Group (“SSG”) in New York, US and Toronto, Canada. In 2006, he moved to Toronto from New York to become one of the three founding members of the Canadian Special Situations Group (“CSSG”). Before joining SSG, Adam worked in Goldman’s Investment Banking Division in New York where he was a part of their Financial Institutions Group (“FIG”).

Adam holds a B.Comm. (Honours) degree from Queen’s University in Kingston, Ontario. He served on the boards of Antares Holding (Chair), Antares Capital, Teine Energy, Laricina Energy, and Long Point Energy.

Adriana Arrillaga

President & Portfolio Manager

One Summit Capital Wealth Management Inc.

Adriana is President and Portfolio Manager of One Summit Capital.

Adriana’s extensive career in the investment management industry, includes 15 years as Senior Portfolio Manager with Fleming Asset Management, where she oversaw North American mandates for foreign pension funds.

During her career, Adriana worked with institutional asset managers as well as major Canadian Financial Institutions.

Adriana is an alumnus of John Molson School of Business, where she graduated with a B. Comm. Finance Major.

Adriana is a CFA charter holder and was conferred the FCSI designation (Fellow of the Canadian Securities Institute).

Adriana is a member of CFA Montreal, Women in Investment Management Committee, where she leads the Scholarships Selection Committee.

Adriana volunteers as a guest speaker at the Goodman Mentor Circle and as guest lecturer at JMSB.

Adriana values the importance of women’s financial education. In 2018, she established an annual scholarship with Concordia University to help encourage female finance students to pursue their CFA designation.

Adriana is a founding member donor of Women Impact Montreal fund. She is voting member of Conservation Manitou. She was a member of Tiger 21 till February 2025.

Adriana came to Montreal as foreign student and is a first-generation immigrant to Canada.

Robert Wilson

Senior Vice President, Head of Portfolio Construction Consultation Service

Picton Mahoney Asset Management

Robert Wilson, Senior Vice President, is the Head of Picton Mahoney’s Portfolio Construction Consultation Service (PCCS). He is responsible for leading a multi-disciplinary team of experts in asset allocation, risk management, quantitative research and portfolio management. Robert and his team partner with investment advisors and institutional investors to help them construct more resilient and efficient investment portfolios. Robert is often invited to share his insights on alternative investments, asset allocation and portfolio construction with industry groups and media outlets.

Prior to joining Picton Mahoney in 2019, Robert spent 10 years working in financial services in progressively senior roles. Most recently, Robert was vice president at BlackRock Asset Management Canada Limited where he distributed iShares ETFs to Canadian investment advisors. Prior to that, Robert was an associate at PIMCO where he distributed PIMCO funds to Canadian investment advisors.

Robert holds an MBA from the Rotman School of Management at the University of Toronto. He is a CFA charterholder, and he holds the Chartered Alternative Investment Analyst designation. He is also a member of the Responsible Investment Association of Canada and holds the Responsible Investment Professional Certification designation.

Steven Novakovic

Managing Director, Educational Programs

CAIA Association

Steve Novakovic, CAIA, CFA is the Managing Director, CAIA Curriculum for CAIA Association. In this role, he is responsible for managing the CAIA Charter curriculum, ensuring the content remains relevant and reflects current trends in the institutional asset allocator space. He joined CAIA Association in 2022 and has been a Charterholder since 2011. Prior to CAIA Association, Steve was a faculty member at Ithaca College in Ithaca, NY, where he taught a variety of finance courses including: Cryptocurrencies, Alternative Asset Management, and Wealth Management, among others. Before entering academia, he worked at his alma mater, Cornell University, (B.S. 2004, MPS 2006) in the Office of University Investments. In his time at Cornell University, Steve invested across a variety of asset classes for the $6 billion endowment. His twelve years at Cornell generated substantial insight into endowment management and fund investing across the alternatives and traditional landscape.

Jeff Noble

Director, Private Wealth Family Office

BDO Canada LLP

Jeff is a senior consultant in the BDO Wealth Advisory & Tax Services Practice. With 25+ years of family facilitation and financial experience, Jeff helps family enterprises, private companies and not-for-profits effectively deal with the transition from one stage of their lifecycle to the next. The fourth generation to spend several years working in his family’s firm, Jeff thoroughly understands the challenges facing privately-owned businesses, their key stakeholders and the high net worth families they support.

For over two decades, Jeff continues to grow and apply his knowledge and experience to help private company owners and their families adapt a truly holistic approach to planning for the future. He is renowned for expertise in strategic wealth preservation, stewardwhip & growth, family enterprise risk management, succession & family wealth continuity planning, wealth transition and family governance. In 2003, he earned the Certified Management Consultant designation, globally-recognized as the highest standard of consulting and adherence to a code of professional conduct. More recently, Jeff earned the designation of FAMILY ENTERPRISE ADVISORTM representing the pinnacle of professional expertise in the field of family enterprise advising.

Robert S. Reichmann

President

Reichmann Rothschild

Robert S. Reichmann is the President of ReRo, a third-generation family office and investment firm focused on North American real estate and private opportunities. He is particularly passionate about purpose and spirituality.

Jay Rosenfeld

Director of Business Development

Peerage Capital & Artemis

Jay is Peerage Capital & Artemis’ Director of Business Development. Jay brings more than 30 years of experience in the Financial, Advertising and Marketing industries. Responsible for building business for the groups, Jay has exposure to all asset classes and a deep understanding of Asset Allocation & Asset management.
Prior to Artemis, he worked as Regional Director for Smart Circle International overseeing operations in the North Eastern United States. He hired, trained, and managed over 200 sales representatives. Jay earned a Bachelor of Arts and an Economics degree from Bishop’s University.

Félix Boyer

KPMG Canada

Executive Director, Wealth & Investment Strategy

Félix Boyer oversees the delivery of KPMG Family Office’s National Wealth and Investment Strategy engagements. KPMG Family Office is an independent, open architecture and institutional investment platform tailored to support families and private foundations with a wide-ranging suite of tailormade investment solutions. It adopts a multi-disciplinary, independent and customized approach to family investment solutions. Félix leads projects that encompass portfolio reviews, investment approach structuring, asset allocation, manager selection and ongoing investment monitoring.

Prior to his current role, Félix held various positions, including roles in asset management front office, serving as an institutional investment principal, and as a leading consultant in sustainable investment. Throughout his career, Félix has consistently designed and implemented bespoke solutions for his high AUM clients, including family offices, ultra-high-net-worth (UHNW) families, pension plans, foundations/endowments, banks, insurers and other institutions.

Félix is well-versed in all asset classes and is particularly recognized for his deep expertise in manager selection and private markets. He excels at creating personalized solutions in strategic investment structuring, ESG assessment, investment policy statements, asset allocation (both long-term and tactical), manager selection, impact investing, and performance/risk/ESG monitoring, all through a client-centric approach. He understands each client’s unique situation and objectives while leveraging his extensive investment industry knowledge to serve them effectively.

Edwin Wong

VP Investments

Chandaria Family Holdings, Inc

Edwin is the VP Investments at Chandaria Family Holdings, Inc, a single-family office in Toronto, Ontario where he leads and is responsible for all aspects of portfolio management and oversight.

Edwin has extensive experience building and managing multi-asset portfolios for institutional and private clients, creating processes and frameworks for enhanced investment governance, and conducting thoughtful due diligence, selection, and oversight of investment managers and strategies.

Edwin holds the CFA and CAIA charters and the CFP and FRM certifications/designations.