James Burron

Founding Partner

CAASA

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

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

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

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.

Catherine Shiang

Managing Director

Asia Capital Advisor, Ltd

Catherine serves as Managing Director at a single family office, for the past 19 years. In this capacity she has managed the family’s portfolio construction with focus on alternative assets and direct opportunities. Prior to joining the family office Catherine began her career at a global US law firm based in New York. She subsequently served as general counsel to several public and privately held companies and tech start ups in the US and Asia. She founded a US risk management tech company. Catherine also angel invests globally with focus on agriculture, bio tech and suborbital space sectors.

Catherine holds a Bachelor of Arts from the University of California, Berkeley, in political science with minor in biochemistry, and Juris Doctor from Georgetown University Law Center with election to The Tax Lawyer as Associate Editor. Catherine is admitted to the New York State Supreme Court’s Appellate Division, First Department, and U.S. Federal District Court for the Southern District of New York and the State Bar of California.

Dominik v. Eynern

Founding Member

Family Hippocampus

Nancy Bertrand

Former 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.

Kelly Burke

Co-Founder & Partner

Chamberlain Family Office Advisors

Kelly J. Burke is a Toronto‑based consultant and relationship‑builder known for strengthening the connective tissue of Canada’s family office and private‑capital ecosystem. As a senior leader at Chamberlain Family Office Advisors, Kelly works closely with multi‑generational families, founders, and wealth stewards to align strategy, governance, and long‑term vision. His career spans commercial banking, private equity, and strategic planning—anchored by a disciplined approach to trust, discretion, and operational excellence.

Edward Portet

Vice President, Finance

MAVRIK

Edward joined MAVRIK in 2023 as the Vice President of Finance, overseeing financial matters across all activities of the family office and responsible for adapting key processes.

In his previous role, Edward was the CFO for the Paris-based independent multi-asset investment company Weinberg Capital Partners. Edward was responsible for finance, operations, digitalisation and compliance.

Edward began his career in finance, holding roles within global public corporations. Initially, he worked for Valeo, an automotive supplier at a production site in Mexico, followed by a position at the headquarters of L’Oréal Groupe, a global leader in cosmetics. He then moved on to Groupe Casino, a global retailer, where he was involved in a Post-Merger Integration context. In 2013, Edward joined the private equity group Eurazeo. Over time, he advanced to become the Finance Performance Director, working for both the holding and its portfolio companies across France, Europe, and the USA.

Edward holds a Master’s Degree in Management from the ESSEC Programme Grande Ecole in Paris, France, and has served as a lecturer there for over five years.

Anmol Goel

CEO & Investor

GACS Family Office

Anmol is serial Entrepreneur, LP, Family Office Operator and a Venture Capital expert, with a degree in Mathematics & Economics and a Certification in Innovation from Harvard Business School. He has Invested and scale over 80 startups and 5 funds across the world and with his background being in the world of investment banking & wealth management within the likes of JP Morgan, and Marsh McLennan he is tremendously capable of investing and growing small to big scale projects.

He exited his first company at age 20 and went on to beta test models at Open ai and Gemini before public release and now Anmol’s current startups are doing over $100M Annual recurring revenue and he has facilitated over 9 figures for his startups currently and is building out an over $100M fund out his own pocket backing Indian diaspora founders.

Achievements:

• Operates Family Office with over $1.2Bn in AUM and advising on further $70Bn in assets
• Forbes 30u30 Nominated, in Magazines like Bloomberg, Financial times, UAE times, World Economic Forum etc.
• The NY Weekly 40 Under 40 2025 (Youngest In the cohort)
• Awarded with GRA global recognition award 2024, UK Regional award for Best Newcomer Investment consultancy of the Year 2024 & Nominated for British awards CEO of the year & Male entrepreneur of the year, Investment Consultancy of the year 2025, India society Investor of the Year 2025, Innovation Investor of the year 2026 and more.

Alex Massi

Chief Investment Officer

Wileys Bay Investments

Alex leads Wileys Bay’s investment activities and helps shape the firm’s overall strategy. He brings over a decade of experience in alternative investments, strategic asset allocation, manager selection, and co-investments. Before joining Wileys Bay, Alex was responsible for partnership investments at Woodbridge Investments, one of the world’s largest family offices, overseeing the strategic implementation of its external manager and co-investment programs. He began his career in investment banking at Scotiabank. Alex holds an Honours Bachelor of Commerce from the University of Ottawa and a graduate degree in Applied Finance from McGill University. He is a CFA Charterholder.

Andrew Hamlin

Vice 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).

Peter Fletcher

Managing Director

PHF Capital Inc.

Peter Fletcher is the Managing Director of PHF Capital Inc., where he manages his own family investment office and advises a select group of substantial global family offices on international investments, asset allocation, and other pertinent family office matters.

Peter has garnered over fifty years of successful international experience that covers a broad spectrum of financial management functions in the trust and banking industry in Canada, Australia, Bermuda, Hong Kong and Switzerland.

In addition to holding several directorships of investment funds and companies, Peter has served on various international governments’ financial regulatory bodies and holds the professional designation of Chartered Financial Analyst.

Peter is also the Founder and Chairman of Club b – a globally-renowned, members-only, private and non-commercial international investment forum for family offices.

For more than thirty years, Club b has provided authoritative insight on global market trends and asset allocation, as well as providing an innovative forum for global family offices to exchange investment ideas through annual events and other collaborative platforms. The Club b encourages family offices to enlarge their personal network in an informal and collegial setting, expand their knowledge through renowned speakers and navigate their greatest challenge – the transition from one generation to the next.

Peter is also the Founder and Chairman of Club f – an invitation-only, global platform dedicated to elevating family philanthropy, fostering the transition of the next generation into effective business and philanthropic leadership while addressing sustainability and climate change challenges.

Additionally, Peter is the Managing Director of Consilience Collaboration Inc. (CCI) – an exclusive, extensive world-class network of investment strategists and asset allocation experts with a proprietary curated research platform.

Kevin Little

Portfolio Manager

KF Matheson Investment Holdings

Yahya Mahmoud

President

BNQ Group

Yahya Mahmoud is a seasoned real estate investor with over 25 years of investment experience. Yahya’s Single Family Office focuses 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.

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.

Geraldine Hardy

Founder | Regenerative Leadership, Longevity & Embodied Transformation

Geraldine Hardy is the Founder of Align Within and the creator of the ALINA Method™, a leadership and longevity framework designed to support human vitality, resilience, and long-term capacity in complex leadership environments.

Born into a G8 Peranakan business family, she brings a lived understanding of intergenerational dynamics, stewardship, and long-horizon decision-making. Her perspective is shaped both by this personal heritage and by more than 27 years of international executive experience across Europe, the Middle East, Africa, Asia, and the United States.

Her work sits at the intersection of leadership, human sustainability, and regeneration — integrating advances in longevity science with trauma-informed and embodied disciplines.

Following her recovery from a benign tumour and autoimmune disease, Geraldine’s focus evolved from performance-driven models toward regenerative approaches that support enduring leadership.

She has held senior roles across strategic marketing, investor relations, and business development within industries including private aviation, yachting, oil and gas, engineering, real estate, family enterprises, and biopharmaceuticals.

Languages: German (native), English (native), French (fluent), Indonesian (basic)

Gabrielle (Ellie) Rubenstein

Co-Founder and Managing Partner

Manna Tree

As the Co-Founder and Managing Partner of Manna Tree, Gabrielle (Ellie) Rubenstein is a passionate investor focused on improving human health. Ellie is a member of the firm’s Executive and Investment Committees. She shapes the firm’s vision strategy and investment products and develops Manna Tree’s global network. For the past 10 years, Ellie has studied the evolution of the food and beverage supply chain, as well as the increasing consumer demand for healthier alternatives.

Prior to founding Manna Tree, Ellie helped develop the impact investing thesis for a family investment office well known for ESG driven strategies. As part of new product development for the office, she helped launch the first ever arctic asset manager based in Alaska. This established her early belief in the power of impact investing to address social challenges without sacrificing returns, as well as the importance of energy and food as asset classes.

In 2022, Ellie was appointed to the Alaska Permanent Fund Board of Trustees, where she played a pivotal role over two years, including chairing the Governance Committee and being elected Vice Chair. Her leadership contributed to significant reforms, such as re-establishing incentive compensation for APFC staff, expanding asset allocation, and approving a $100 billion strategic plan.

Beyond her professional endeavors, Ellie is a committed philanthropist through her family office, Mission: Ingredients. She supports organizations that drive positive change in global population health,

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.

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.

You-Ha Hyun

Principal

Perpetual Investors GmbH

You-Ha Hyun leads the private debt program at Perpetual Investors GmbH, a German based family office. In this role, he is responsible for managing the private debt portfolio and focuses on manager selection, co- and secondary investments across the broad spectrum of the private debt universe as well as structured capital GP funding solutions. You-Ha has more than 20 year experience in the alternative investment segment having done primary, secondary and co-investments at large institutional organizations such as an insurance company, a supra-national organization and a fund-of-funds. You-Ha began his career in the M&A advisory business at KPMG and is an economist by training.

Adrian Barber

President

Barber & Associates

Adrian Barber is the President of Barber & Associates(B&A), a single-family office based out of Mississauga, Ontario.

Overseeing a ‘wheel-spoke’ model, Adrian utilizes a range of partners to allow for both operational efficiency as well as best-of-breed execution. Investment management, operations, governance, succession and multi-generational planning fall within his purview. B&A’s portfolio is fully diversified and overweight private markets.

Mathew Powley

Partner

Stonehage Fleming

Mat is a Partner at Stonehage Fleming heading up the Private Capital business and is responsible for implementing the firm’s private capital strategy and overseeing all aspects of the Private Capital Fund platform which has AUM in excess of $1bn. Mat co-founded the Stonehage Fleming Annual Vintage Programme in 2016, the firm’s flagship private capital fund of funds. He joined the Group in 2009 having previously worked for BNP Paribas in London and State Street in Toronto. Mat completed a BA degree in International Business and Economics at Western University. He holds both the CFA and CAIA designations

River Ewing

Director

Hadley Family Office

River is a Director at Hadley Family Office, where he partners with entrepreneurs to acquire and build enduringly profitable small businesses as a leading investor in entrepreneurship through acquisition.

In 2019, River founded the Hadley Family Foundation, a registered Canadian charity and private foundation focused on high-impact philanthropy in food systems.

River earned a BA in Philosophy from the University of Western Ontario and an HBA from the Ivey Business School. He also holds an MBA from Harvard Business School.

Colin Lynch

Managing Director, Head of Private Markets

TD Asset Management Inc.

Colin is Managing Director and Head of Alternative Investments, providing strategic guidance and oversight to a $39 billion portfolio of real estate, mortgage, private debt and infrastructure investments. In this role he oversees all acquisitions, divestitures, product development and portfolio management activities. Colin serves as Chair of the Alternative Investments Committee. He was previously responsible for the Canadian and International Real Estate strategies including fund design and structuring, implementation and oversight of acquired assets.

Colin joined TD Asset Management in October 2015, initially working with TD Asset Management’s senior executive team on corporate strategy. Colin was formerly the General Manager of Global Strategy at Aimia (formerly Groupe Aeroplan), a Management Consultant at McKinsey & Company and an Investment Banker at Morgan Stanley. Colin’s work in the Investment Banking Division at Morgan Stanley involved, among other duties, advising Mark Carney (then Governor of the Bank of Canada) on Canada’s financial stability during the financial crisis.

Colin holds a B.A. and a B. Comm., both with Distinction from Queen’s University, an MBA with Distinction from Harvard University and an ARCT with Honours from the Royal Conservatory of Music. In 2020, Colin was named one of Canada’s Top 40 under 40 a Trustee Emeritus of Queen’s University and a Recipient of the Queen’s University Toronto Branch Award.

He is the Chair of the Toronto Investment Board and a Member of the Board of Directors of Sunnybrook Health Sciences Centre, the Black Opportunity Fund and the Advisory Committee of OneEleven. Colin is an Emeritus Trustee of Queen’s University. He was formerly Vice Chair of the Board of Directors of Toronto Community Housing Corporation.

Octavian Graf Pilati

Founder

The Antifragile Family

Octavian Pilati is your trusted guide for navigating the unique and often intricate dynamics of business families.

Born and raised in Austria within an aristocratic family whose legacy spans over a thousand years, Octavian developed a deep understanding of the challenges business families face, experiencing their complexities firsthand.

In 2014, a major fraud crisis struck his family’s historic tourism and forestry business, pulling him directly into crisis management. That moment didn’t just change his trajectory – it gave him lasting insights into resilience, adaptability, and the realities of sustaining a legacy.

Today, Octavian applies those lessons with sincere commitment, helping business families strengthen their bonds and secure their long-term success. He is a sought-after speaker at leading family business events hosted by organizations such as Prestel & Partner, Campden Wealth, and Forbes Slovakia. His family’s story is also featured in a case study co-published with Harvard Business School, where he contributes as a co-presenter in executive education programs.

As the founder of The Antifragile Family®, Octavian helps business families unlock resilience, trust, and lasting unity. His mission is clear: to transform business families into antifragile units that grow stronger through life’s inevitable challenges.

Ian Morley

Chairman

Wentworth Hall Consultancy Ltd

Ian Morley is a successful business Angel and Entrepreneur.

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

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

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

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

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

Jeff Szeto

CFO & Lead Investor

Avana Capital & Alder Capital Sustainable Ventures

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.

Greg Moore

Partner, Portfolio Manager

Richter Family Office

Accomplished, driven, yet known for his kindness, Greg has big ideas that match the scope of his ambition. A great people connector he loves to build durable, effective business relationships. His enthusiastic nature means that he is ready to jump whole-heartedly into every project he takes on.

Greg is a seasoned wealth management professional with almost 30 years’ experience in global financial markets, working with individuals, institutions, and family offices. Greg brings a unique, holistic approach to wealth management and works with professionals in a segment of the market that sees value in working alongside an independent, trusted advisor as part of their overarching wealth management solution.

As a Family Enterprise Advisor (FEA), Greg works with families to help them navigate the complexities of wealth and legacy transmission. Bringing together both a technical skill set, as well as a deep understanding of relational family and enterprise strategy issues, he strives to help families address complex problems through open communication and trust.

In addition to his business development and relationship management roles, Greg is actively involved in ongoing investment manager due diligence and manager selection to ensure that RFO clients continue to receive access to unique, best in class investment solutions. Bringing a thoughtful approach to asset allocation and portfolio construction, Greg works closely with families to help them bridge the gap between a complex investment landscape and their own unique investment goals.

Giacomo La Rosa

President

Gatchò Enterprises, Inc.

Giacomo La Rosa is an Italian entrepreneur, author, and third-generation member of a European enterprise family. 

He has spent more than two decades operating internationally across manufacturing, media, and advisory roles. Earlier in his career he served as senior executive within the Grafibox Group, a leading Italian pharmaceutical packaging company supplying multinational corporations including Pfizer, Novartis, and Sanofi. 

Giacomo founded several entrepreneurial ventures including Graphitarget Co., Inc., an international business advisory firm, and Gatchò Enterprises, focused on innovation, restructuring, and creative strategy. 

Alongside his entrepreneurial work, he studied professional storytelling at Harvard University, exploring how narrative structures influence identity, leadership, and long-term decision making. 

Today his work focuses on the intersection between family enterprise dynamics, narrative alignment, and governance across generations. 

He is a member of Family Hippocampus, an international initiative studying behavioral risk and governance frameworks within enterprise families. 

Giacomo writes and speaks about family narrative, entrepreneurial resilience, and legacy architecture. He is the author of several novels exploring identity, leadership and the human dimensions of legacy. 

He served as Chief Content Officer for several publications produced in partnership with organizations including the Grammy Awards, Emmy Awards, NASCAR and the U.S. Special Operations community. 

Giacomo is also engaged in humanitarian work in Central America, supporting Salesian missions in Guatemala where he contributes to educational and community initiatives for local students. 

Andrew Sarna

Portfolio Manager

Forthlane Partner

Andrew Sarna is a Portfolio Manager at Forthlane Partners and the author of Off the Charts, Forthlane’s widely read macro and markets newsletter. Based in the Cayman Islands, Andrew leads Forthlane’s global public-markets research with a focus on macro strategy, cross-asset positioning, and long-term portfolio construction. His work combines institutional-grade analysis with clear and accessible commentary that makes complex market dynamics intuitive for private investors and family offices.

At Forthlane, Andrew plays a central role in developing the firm’s all-weather investment framework. He draws on global macro data, factor research, and thematic insights. He collaborates closely with Forthlane’s investment leadership on portfolio construction decisions across equities, fixed income, alternatives, and real assets.

Andrew holds an HBA from the Ivey Business School and a Bachelor of Engineering Science with a specialization in Integrated Engineering from Western University. He graduated from both programs with Honours. Andrew is a CFA Charterholder.

Marjorie Skolnik

Managing Director

CI Coriel Capital Inc.

Marjorie Skolnik is a Managing Director at CI Coriel Capital Inc., an Outsourced Chief Investment Officer supporting ultra high-net-worth Canadian families and foundations with their investment programs since 2006.

She previously held various positions in the institutional capital markets, including as Director, Global Equity Derivatives at National Bank of Canada. She began her career at Scotiabank, where she transacted interest rate derivatives with central banks, treasuries and hedge funds.

Marjorie is involved in several philanthropic projects. She currently serves as:

• Member of the Investment Committee of the Fondation Lucie et André Chagnon, and
• Member of the Board of Directors of the Jewish Community Foundation of Montreal.

She holds a Bachelor of Commerce degree, with a Major in Finance, from the John Molson School of Business at Concordia University, and is a CFA charter holder.

Mike Woollatt

Head of Americas, Client Solutions

Hamilton Lane

Mike is a Managing Director based in Toronto responsible for, leading the U.S. Institutional, LatAm and Canadian Client Solutions teams, as well as the Global Consultant Relations team. Mike was previously Head of Canada and has also worked on the Fund Investment & Managed Solutions and Direct Equity teams.

Prior to joining Hamilton Lane in 2019, Mike was a Director at OMERS pension plan in the venture capital and growth equity groups. Prior to OMERS, Mike was the CEO of the Canadian Venture Capital and Private Equity Association. He has also co-founded a management consulting firm and has held senior executive roles at a few major Canadian corporations.

Prior to entering the private sector, Mike worked for the Government of Canada, first as a research economist and then as a political and policy advisor to the Minister of Finance. Mike has also worked overseas as an economist on World Bank funded international development projects and taught economics at the university level. Mike is a frequent commentator on both broadcast and print media on the state of the Canadian private capital markets.

Mike holds a Master of Economics from the University of British Columbia.

Michael Keenan

Chief Investment Officer

1642 Capital

Michael is a seasoned investment professional with over twenty-five years of institutional funds management experience. Prior to joining 1642 Capital, Michael spent over twenty years with Bimcor Inc, which is the pension investment subsidiary for the Bell Canada group of companies, including seven years as Chief Investment Officer.  He is a past Chair of the Pension Investment Association of Canada and sits as an independent advisor on several investment committees for pension and trust organizations.  Michael is a CFA charter holder with a B. Arts & Science (Economics) from McMaster University and an M.A. (Economics) from Western University.  Michael believes that independence, discipline, and humility are key ingredients for long-term investment success.

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.

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.

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.

Robert Montgomery

Chief Executive Officer

First Maximilian Associates Inc.

Robert Montgomery is an investor and entrepreneur focused on the digital media, entertainment, gaming and technology industries. For many years, Mr. Montgomery has been an executive and advisor for media, communications and technology companies and the investment community. He currently serves as the CEO of First Maximilian Associates Inc., his own family investment and advisory firm. He also serves as Chairman of GameCo Inc., an innovative company serving and gaming industry. Mr. Montgomery was previously owner and CEO of Achilles Media, an events and transaction facilitation company focused on the entertainment, technology and investment industries.

Mr. Montgomery’s prior positions include: Co-Founder and Partner in Achilles Partners, an investment and advisory firm; President, Americas at the Fantastic Corporation, a broadband software company; Co-Founder and Chairman of Media Content plc in London, a media rights company; Managing Director for Europe and Asia Pacific at communications research and consulting firm Kagan World Media; co-founder of Digital Media International; Managing Director at Euromoney plc, and Managing Director at IBC plc. Mr. Montgomery has served as a Director of several public and private companies and is an active investor in emerging companies. Mr. Montgomery is a graduate of the University of Manitoba, Canada. Active in the community, Mr. Montgomery is Past Chair of the Board of Governors of the OCAD University.

Andrew Garrett

Chief Investment Officer

Ruck Lane Inc.

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”

Brendan Sibeth

Founder & Managing Partner

Dartmouth Advisory Partners

Brendan Sibeth is the Founder and Managing Partner of Dartmouth Advisory Partners, a Toronto-based firm that embeds institutional-grade AI and automation into investment processes for asset owners, asset managers, OCIOs, and family offices.

His practice is defined by a “build to independence” model engagements conclude with fully documented, client-owned systems rather than ongoing dependency.

He focuses on translating frontier AI into measurable efficiency for institutional investors, with an emphasis on regulatory rigor, data sovereignty, and human-in-the-loop safeguards.

Craig D’Cruze

Chief Operating Officer

Inverted Ventures

Craig D’Cruze is a multi-faceted entrepreneur with an outstanding track record analyzing and operating large businesses.

As the Executive Chef of the University of Calgary, Craig oversaw their conferences and multiple restaurant operations. Before the University of Calgary, Craig was the Executive Sous Chef for Marriott Hotels; Craig was flown around North America to lead positive changes in F&B operations in other Marriott properties underperforming in food cost, labour controls, food quality, staff engagement and retention. Craig successfully built, coached, counseled, and maintained teams of over 100 people.

Craig’s exceptional natural skills in mathematics, research, and pattern analysis make him perfect to lead Inverted Group as the Chief Operating Officer. In 2020, Craig joined Inverted Ventures to lead Inverted’s Due Diligence of both public and private market investments.

Craig’s outstanding performance and proven track record of success led to his establishment of Inverted Group’s Venture Capital Business, which he continues to lead with great success to this day.

Robert Montgomery

Chief Executive Officer

First Maximilian Associates Inc.

Robert Montgomery is an investor and entrepreneur focused on the digital media, entertainment, gaming and technology industries. For many years, Mr. Montgomery has been an executive and advisor for media, communications and technology companies and the investment community. He currently serves as the CEO of First Maximilian Associates Inc., his own family investment and advisory firm. He also serves as Chairman of GameCo Inc., an innovative company serving and gaming industry. Mr. Montgomery was previously owner and CEO of Achilles Media, an events and transaction facilitation company focused on the entertainment, technology and investment industries.

Mr. Montgomery’s prior positions include: Co-Founder and Partner in Achilles Partners, an investment and advisory firm; President, Americas at the Fantastic Corporation, a broadband software company; Co-Founder and Chairman of Media Content plc in London, a media rights company; Managing Director for Europe and Asia Pacific at communications research and consulting firm Kagan World Media; co-founder of Digital Media International; Managing Director at Euromoney plc, and Managing Director at IBC plc. Mr. Montgomery has served as a Director of several public and private companies and is an active investor in emerging companies. Mr. Montgomery is a graduate of the University of Manitoba, Canada. Active in the community, Mr. Montgomery is Past Chair of the Board of Governors of the OCAD University.

Omid Mokhtari

Founder

Noxware

Omid Mokhtari, Ph.D., is the founder of Noxware, a MedTech/AgeTech startup that has developed a smart mattress cover to help prevent pressure ulcers in seniors. He completed his PhD in microelectronics packaging at King’s College London, UK, and conducted postdoctoral research at Osaka University in Japan and Technische Hochschule Ingolstadt in Germany, where he worked on microelectronics manufacturing, flexible electronics, smart wearables, and e-textile systems, enabling the development of scalable, non-intrusive healthcare solutions. Through Noxware, he is applying this multidisciplinary expertise to support the future of remote health monitoring and aging-in-place care.

Keith McNabb

CEO & COO

Quadlii

Keith McNabb is CEO and COO of Quadlii, overseeing operations, execution, and platform development. He works closely with the technical and product teams to translate Quadlii’s core architecture into real-world deployments across industries. Keith has extensive experience in building and scaling systems, with a focus on operational discipline, product delivery, and long-term infrastructure design. At Quadlii, he is responsible for ensuring the platform delivers consistent, production-grade outcomes across all use cases.

Eric Stickney

President & CRO

Quadlii

Eric Stickney is President and Chief Revenue Officer of Quadlii, where he leads growth, partnerships, and commercialization strategy. With over 20 years as an investor, operator, and advisor, Eric has worked across technology, sports, and capital markets, helping businesses scale revenue and secure strategic partnerships. He is also the Founder and Managing Partner of Edgera Consulting, advising startups and growth-stage companies on go-to-market execution and capital strategy. Eric brings a practical, operator-first lens to building scalable platforms and ecosystems.

Stuart Mooney

Co-Founder & COO

Financial Modeling Prep (FMP)

Stuart Mooney is Co-Founder and COO of Financial Modeling Prep (FMP), one of the fastest-scaling financial market data platforms globally. FMP delivers institutional-grade financial data through a modern, API-first infrastructure trusted by institutional investors, fintech platforms, and corporate finance teams worldwide. The platform covers real-time quotes, 30+ years of historical market data, full financial statements, macroeconomic indicators, and financial market data at a fraction of the cost of legacy providers. Before FMP, Stuart led high-performing teams as a management consultant and engineer across financial services and energy, designing scalable processes with measurable customer impact. Stuart is focused on FMP’s next stage of growth, expanding enterprise partnerships, deepening exchange data coverage, and scaling a platform built for the way financial data is consumed today.

Dr. Armin Götzke

IP & Regulatory Affairs (CDO)

Silvacx GmBH

Dr. Armin Götzke is a trained biologist with additional training in IP (certified patent engineer) and regulatory affairs. Since 2007, he has been driving innovation and venture creation in the life sciences sector, with a focus on project management, intellectual property, and regulatory affairs. During 16 years at the Life Science Incubator Bonn, Armin evaluated hundreds of early-stage concepts, led due diligence processes, and managed incubation projects to key development milestones. Since 2023, his primary focus has been on the EXIST-funded project Silvacx at Heidelberg University. In a cross-functional leadership role, Armin is responsible for project management, IP strategy, and regulatory affairs, shaping the core development of this innovative platform technology.

Armin Kübelbeck

Chief Scientific Officer (CSO)

Silvacx GmBH

Armin is a chemical engineer with deep expertise in nanomaterials and next-generation vaccine platforms. At Merck, he led the Silvacx platform from concept to compelling preclinical validation, demonstrating clear advantages over liposomal approaches. He successfully secured an exclusive license to the relevant patent family, establishing a strong IP position for future company formation. After obtaining investment in 2017, he built and led a high-performing, cross-functional team and advanced the platform toward clinical translation. He combines scientific rigor with entrepreneurial execution and a focus on platform scalability. He is also highly committed, having left a secure and well-paid industry role to pursue the platform’s long-term value. This commitment reflects a founder mindset that aligns well with biotech venture creation.

Tharin Tan

Co-Founder and Commercial Lead

Pasini Yachts

Tharin Tan is Co-Founder and Commercial Lead of Pasini Yachts, a marine technology company building the next generation of marine through automotive-scale manufacturing and software-defined product principles. With early traction across both B2B and B2C, Pasini is positioning itself as a bridge between traditional yachting heritage and a global marine platform. In Toronto, Tharin is focused on raising awareness of Canada as a strategic manufacturing base and North American beachhead for the business.

Max Jamshidian

Co-founder & CEO

Green Bowl Foods

Max Jamshidian, PhD is a serial entrepreneur and food industry innovator with over two decades of experience turning scientific insight into commercially successful ventures. With a PhD in Food Science and a track record that spans R&D leadership, academia, and company building across Iran, France, and Canada, Max brings rare depth to every enterprise he launches.

His journey began early. From the moment he completed his Master’s degree, Max was already shaping the next generation of food scientists as a university lecturer — a parallel path of teaching and industry that would define his early career. During this same period, he served as R&D Manager at major food manufacturers in Iran, developing over 20 new products from concept to shelf and leading full-scale industrialization processes. That instinct for building — not just researching — has defined everything since.

After earning his PhD in France, Max joined the University of Tehran, the most prestigious university in Iran, as an Assistant Professor from 2013 to 2015. There he led cutting-edge research while continuing to bridge the gap between academia and industry. He then brought that expertise to Canada, completing a Postdoctoral Fellowship at the Institut Armand-Frappier (INRS) in Laval, Quebec from 2015 to 2016 — one of the country’s leading research institutions in food and health sciences.
In 2016, Max made the decisive leap into entrepreneurship and founded SAINA+, a food consulting firm that has since helped numerous enterprises across Canada improve productivity, innovate their product lines, and bring new concepts to market. Under his leadership, SAINA+ has secured over $12 million in grants for food companies, enabling them to scale operations, boost productivity, and expand into international markets.

His most defining entrepreneurial chapter, however, is still being written. In 2023, Max founded Green Bowl Foods, the first producer of upcycled ready-to-eat meals in North America — a category-defining company that transforms surplus and by-product ingredients into premium, sustainable meals. Green Bowl sits at the convergence of two of the most powerful forces reshaping the food industry: the demand for convenience and the urgent push toward sustainability.

Building on his deep manufacturing expertise, Max launched ProCoPack in 2024, a co-packing company that has already helped multiple emerging food brands navigate the critical — and notoriously difficult — step of scaling production and launching commercially in the Canadian market.

Max is not a researcher who became an entrepreneur. He is a builder with the scientific credentials, the academic pedigree, and the operational experience to back every decision he makes.

Sascha Leckebusch

Co-founder and CEO

Framecast

Sascha Leckebusch is co-founder and CEO of Framecast, the AI engine for institutional commercial real estate diligence – starting with institutional-grade single-deal underwriting and natural-language scenario iteration, expanding to portfolio and fund-level analysis. Sascha’s vision is to build the financial fabric of the industry. Before Framecast, Sascha was on the principal side at Knightsbridge Development Corporation – working on Toronto landmarks including The Well and The One – with earlier asset management experience at Swisscan Properties. Sascha is a missionary founder, with a deep passion in building and carrying forward a family legacy of real estate innovation and entrepreneurship.

Richard Owen

CEO and President

Buckler

Richard Owen is the CEO and one of the founders of Buckler and brings more than 25 years of experience in Wealth management, technology and product innovation to the organization. He has held senior roles with several technology companies, wealth management firms and was an investment advisor for several years.
He is an MBA from York University and lives in Toronto.

Randy Osei

Founder & CEO

Athlete Technology Group (ATG) aka TrainingGroud.ai

Randy Osei is a former athlete turned brand architect and business manager who has spent the last decade solving the “transition problem” for high-performers and underserved communities. As the founder of Athlete Technology Group (ATG), Randy builds the digital infrastructure that bridges the socioeconomic gap through education, innovation, and personal branding.

Under his leadership, ATG has evolved into a powerhouse of future-readiness, most notably through its flagship platform, TrainingGround.ai. Named the 2023 Canadian EdTech Startup of the Year, the platform currently serves over 77,000 users across K-12 schools, universities, and global API partners. Randy’s work is rooted in a single, guiding principle: “How many people you bless is how many people you measure success.”

Beyond education, Randy is the driving force behind GROUND, a financial infrastructure platform designed to democratize wealth-building through a “save-to-learn” model. By integrating AI-driven coaching (Max) with institutional-grade yield strategies, he is redefining how the next generation manages “digital dollars.”

A sought-after voice on the intersection of AI, the Creator Economy, and Fintech, Randy has spoken to over 100,000+ attendees on global stages including Collision and ASU GSV. He doesn’t just talk about the future; he builds the tools to navigate it.

Thomas Kalafatis

Managing Partner

KalNes Capital Partners

Past Managing Partner, Independent Trading Group (ITG) Inc.;
Past Managing Director & Head, Global Equity Execution & Prime Services Group, CIBC World Markets Inc.,
Past Vice-President, Toronto Stock Exchange

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.

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.

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.

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.

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.

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?
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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.