Nancy Bertand

Managing Director Canada -Market Executive

Citi Private Bank, Canada

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

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

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

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

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

Jamie Biddle

Founding Partner and Chief Executive Officer

Verdis Investment Management

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

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

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

Lois Tullo

Executive in Residence

The Global Risk Institute

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

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

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

Shael Soberano

Chief Investment Officer

Sharno Group Inc.

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

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

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

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

Andrew Hamlin

Vide President and Portfolio Manager

Federated Capital

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

Drew Colaiezzi

Private Investments

McPike Global Family Office

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

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

Scott Morrison

Chief Investment Officer

Wealhouse Capital Management

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

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

Trevor Maunder

President & Chief Executive Officer

Peerage Capital

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

Andrew Garrett

Chief Investment Officer

Spotlight Development

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

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

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

Greg Nott

SVP, Chief Investment Officer

Northwood Family Office

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

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

Russell Deakin

CIO and Managing Partner

Aceana Group

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

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

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

Geraldine Hardy

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

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

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

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

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

Adrian Barber

President

Barber & Associates

Rohit Khuller

Vice President – Investment Management

Letko Brosseau

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

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

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

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

Stephen Bloom

Founder

Batl Capital LP

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

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

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

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

John Hynes

Chief Executive Officer

HedgeFacts

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

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

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

Tec Han

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

Sean Driscoll

Director & Co-Chief Executive Officer

FAX Capital

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

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

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

Jason Taylor

Founder & CEO

Climate Finance Advisors

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

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

François Ritchot

Investment Director

Sagana

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

Ralph Awrey

Director, Family Office, Canada

Stonehage Fleming

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

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

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

Nima Sanajian

Managing Director of Investments

Wealthsimple

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

Greg Valliere

Chief U.S. Policy Strategist

AGF Investments

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

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

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

Pascal St-Jean

President & CEO

3iQ

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

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

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

Adam Vigna

Managing Partner and Chief Investment Officer

Sagard Holdings

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

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

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

Adriana Arrillaga

President & Portfolio Manager

One Summit Capital Wealth Management Inc.

Adriana is President and Portfolio Manager of One Summit Capital.

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

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

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

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

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

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

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

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

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

Robert Wilson

Senior Vice President, Head of Portfolio Construction Consultation Service

Picton Mahoney Asset Management

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

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

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

Steven Novakovic

Managing Director, Educational Programs

CAIA Association

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

Jeff Noble

Director, Private Wealth Family Office

BDO Canada LLP

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

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

Robert S. Reichmann

President

Reichmann Rothschild

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

Jay Rosenfeld

Director of Business Development

Peerage Capital & Artemis

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

Félix Boyer

KPMG Canada

Executive Director, Wealth & Investment Strategy

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

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

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

Edwin Wong

VP Investments

Chandaria Family Holdings, Inc

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

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

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

Guy Côté

Senior Wealth Advisor & Portfolio Manager

Guy Côté Integrated Wealth Management – National Bank Financial

Guy Côté, CFA has 30 years of experience in finance and asset management. He holds a BAA in Finance, he is a Chartered Financial Analyst (CFA),has taken courses on derivatives (options) and financial planning offered by the investment Industry Regulatory Organization of Canada.

Guy can count on the complete range of National Bank Financial products, services and specialists as well as on his extensive network of experienced professionals, in meeting all the specific needs of his clients.

He is a director of the Lise Watier Foundation and La Pietà musical ensemble. He is also actively involved with other foundations.

Cam Richards

Chief Investment Officer

Guardian Partners

As Chief Investment Officer at Guardian Partners, Cameron’s mission is to combine the investment strategies and disciplined portfolio construction and risk management utilized by pension funds and endowments, with the customization and client responsiveness required by private clients, to increase the robustness of investment solutions and to enhance the experience of Guardian Partners’ clients. Previously, he served as CIO of the Nova Scotia Health Employees’ Pension Plan, and was the Head of Real Assets at Albourne Partners in London, England. He also served as the Co-Chief Investment Officer of University of Toronto Asset Management (UTAM), and Chair of the Investment Committee for the entirety of the university’s investment assets. Before joining Guardian Partners, he founded Isengard Capital Management, which provided capital markets research to Albourne Partners and also designed a research platform which applied global macro, stock selection and quantitative strategies to generate long and short exposures in stocks.

Cameron is a graduate of Osgoode Hall Law School in Toronto, holds a Bachelor’s Degree in Mathematics from Queen’s University, earned an MBA from the Schulich School of Business and is a CFA® Charterholder. He has been called to the Bar in Ontario.

Theresa Shutt

Chief Investment Officer

Harbourfront Wealth Management

In her role as Chief Investment Officer with responsibility over the Portfolio Management Department and overall investment platform, Theresa Shutt is a key member of Harbourfront’s executive team, contributing to the leadership and strategic vision of the firm with a focus on increasing AUM and developing innovative investment strategies.

Theresa brings over 20 years of experience in private and public markets with demonstrated success in leading asset management teams. Prior to joining Harbourfront, Theresa was the Head of Corporate Debt for Fiera Capital, where she was responsible for the overall strategic direction of Fiera’s corporate private debt strategies. In this role, she provided leadership in support of business development, investment approval, fund strategy and portfolio management. Theresa joined Fiera from Integrated Asset Management where she was Chief Investment Officer with responsibility for private market strategies.  

Theresa began her career working as an economist for the Conference Board of Canada. She has held a variety of roles at large Canadian financial institutions marketing public fixed income to asset managers as well as structuring bond and equity derivative backed products for retail investors.

Theresa is a Chartered Financial Analyst charterholder and also holds a Bachelor of Arts (BA) in Economics (Honours) from the University of Alberta, a Master of Arts (MA) in Economics from McMaster University, and a Master of Business Administration (MBA) from the Rotman School of Management of the University of Toronto.

Ida Khajadourian

Senior Portfolio Manager, Senior Investment Advisor

Richardson Wealth

For over 20 years, Ida has worked closely with Institutions, Family Offices, wealthy entrepreneurs, and high net worth families building trusted relationships and delivering a high level of holistic Wealth Management services.

Ida’s beliefs include the importance of estate planning, tax minimization, capital preservation and evolutionary portfolio construction using alternative strategies to achieve consistent absolute returns with a risk reward-oriented approach.

Ida obtained a Bachelor of Commerce Degree from the University of Toronto with specialization in Finance and major in Economics. Ida is a multi award winning Portfolio Manager and obtained her Chartered Alternative Investment Advisor (CAIA®) designation in 2005.

Martin Pelletier

Senior Portfolio Manager

Wellington-Altus Private Counsel

Martin has over 20 years of investment industry experience including senior-level positions in both institutional equity research and portfolio management.

Martin is currently a senior portfolio manager at Wellington-Altus Private Counsel (previously TriVest Wealth), an award-winning portfolio management firm (Wealth Professional 5-Star Asset Manager 2022), where he is the co-manager of the firm’s risk-managed balanced fund and helps oversee custom built, HNW and UHNW private client portfolios.

Prior to co-founding TriVest and its sale to Wellington-Altus in early 2020, Martin’s career was focused on institutional energy equity research and capital markets primarily at two top-ranked boutique investment banks. He provided investment recommendations on energy markets, commodities, and individual security selections to institutional fund managers located in Canada, the U.S. and Europe.

Martin is regularly featured in the media as a market strategist including his weekly column to the Financial Post’s Investment Pro section for the past decade. He was won numerous awards for his passion for financial education and quality of service provided for his clients.

Martin holds a Bachelor of Commerce degree with a specialization in finance from the University of Alberta, studied international economics and finance at Örebro University in Sweden, and is a Chartered Financial Analyst (CFA) Charterholder.

Martin grew up in a small farming community in Northern Alberta and believes in the power of positive innovative change having lived in Canada’s first Eco-community. He and his family is also passionate about mental-health awareness initiatives focused on youth impacted by ADHD, OCD and Autism. On weekends, his family can be found on a mountain either freestyle/big mountain skiing or downhill mountain biking.

Rafa Silveira

Portfolio Manager

LGT Capital Partners

Rafa Silveira (American/Brazilian) is a Principal at LGT Capital Partners in New York, where he serves as a portfolio manager for the LGT Multi-Alternative Fund and is a member of the U.S. leadership team. Before joining LGT in 2019, he was a portfolio manager at AQR Capital Management. He has also held roles as a solutions strategist at J.P. Morgan Asset Management and a senior quantitative analyst at Bank of America. Mr. Silveira earned a Ph.D. and M.A. in Economics from the University of Pennsylvania and a B.A. in Economics from the University of Brasília.

Ash Lawrence

Head of AGF Capital Partners

AGF Capital Partners

Ash Lawrence is Head of AGF Capital Partners, AGF Management Limited’s diversified alternatives business with extensive capabilities across both private assets and alternative strategies. Ash is also a member of AGF’s Executive Management Team where he assists in the development and execution of AGF’s overall business strategy providing insight and vision that promotes AGF’s long-term growth.

Ash is a seasoned leader with over 20 years of experience and a wide breadth of expertise in alternative investments and portfolio management across sectors. As Head of AGF Capital Partners, Ash and his team identify tenured managers with demonstrated investment expertise in their fields, structuring partnerships to offer long-term strategic support, resources and capital to sustain and enhance the partners’ growth. Ash and his team are continually looking to diversify and expand the business’ capabilities and alternatives offerings to meet clients’ evolving needs.

Prior to joining AGF Investments, Ash spent 16 years with Brookfield Asset Management working in real estate investments and portfolio management in North America and Brazil, ultimately leading the Canadian real estate business. Ash also has experience in financing municipal infrastructure projects and developing infrastructure and transportation solutions for private and public sector clients.

Ash earned an MBA from the Rotman School of Management and a Bachelor of Applied Science in Civil Engineering from the University of Waterloo.

Ash sits on numerous Boards and is a member of the America’s Executive Committee and a Global Governing Trustee for the Urban Land Institute.

Brianne Gardner

Senior Wealth Manager

Velocity Investment Partners – Raymond James

As an Investment Advisor and co-founder of Velocity Investment Partners, Brianne uses her expertise to provide solutions to high-net-worth families who have complex financial needs, anddeliver first-class service to clients who expect the best. Her dedication to understanding and managing the unique financial challenges many families face gives our clients the peace of mind they need.

With the tools provided by the leading independent firm in Canada, Raymond James Ltd., she is continually raising the bar for customized and strategic investment solutions with a focus on risk management. Brianne works closely with successful individuals, medical professionals, corporate executives, business owners and wealthy families across Canada, who have built significant wealth through years of hard work. She takes pride in the opportunity to help them grow, protect, and diversify their wealth, and when the time comes, transfer it to future generations in the most efficient manner.

Brianne and her partner John manage money for families, developing customized wealth management plans and solutions to meet their personal circumstances and goals. Brianne oversees a highly qualified team who help ensure all the clients receive ‘Amazon-like’ efficiency and ‘Four Seasons-like’ service. A disciplined and active risk management strategy allows clients to sleep soundly knowing their money is under prudent stewardship.

Her unwavering passion for being a trusted financial partner and family advisor providing valuable guidance in overseeing their financial affairs is why she has built strong, long-term relationships. Brianne has authored many industry articles over the years and is an expert contributor for Neighbours of Edgemont magazine where she educates clients and investors on financial planning and investments to help them make informed decisions and understand how their money is working for them.

Brianne acts as a mentor to young women in business and has always been an active member of her community. She is a philanthropist through her membership in professional associations and charitable organizations such as Women in Capital Markets, Young Women in Business, SFU Beedie School of Business Mentorship program and ReThink Breast Cancer.

In her free time, Brianne leads an active lifestyle, and you’ll often find her playing golf, tennis, volleyball, skiing or hiking. She and her husband enjoy travelling and they love to spend time with family.

Ted Karon

Portfolio Manager

RBC Dominion Securities

Ted draws on his expert knowledge and more than 30 years of experience in the financial services industry to provide access to a comprehensive range of services. For the past two decades, Ted has been working with high net worth individuals and families to help them meet their complex financial goals.

 His depth of experience includes investment banking, commercial lending, mergers and acquisitions, equity research and portfolio management. Over the years, Ted has also developed extensive expertise in the alternative investment sector.  Ted brings a holistic perspective on investing to his work, ensuring sound advice, expert execution and peace of mind for clients who need solutions for broad and multi-dimensional wealth management needs.

 A graduate of Queen’s University, he earned a Bachelor of Commerce degree with a major in finance. A firm believer in ongoing education, he has acquired the Chartered Financial Analyst (CFA) designation, and licenses for insurance, derivatives fundamentals and options.

Aled ab Iorwerth

Deputy Chief Economist

CMHC – SCHL

Groundbreaking research by CMHC has revealed that inadequate supply is a key driver behind escalating house prices in cities like Vancouver and Toronto. The lead researcher for that project – Deputy Chief Economist Aled ab Iorwerth – now coordinates a diverse national team of researchers and analysts who are investigating impediments to housing supply and potential solutions.

“Housing markets are local. Broader challenges such as supply are often common, but the drivers and magnitude of these challenges may differ significantly across the country. My goal is to help understand and inform on market dynamics, how they support or hinder housing affordability goals and to provide thought leadership on housing economics across housing industry participants.”

Aled joined CMHC in 2016, bringing his strong analytical and research capabilities to bear on complex housing issues. He previously had a 15-year career at Finance Canada, in various research and analysis roles that included secondments to Environment Canada and the Council of Canadian Academies.

Aled holds a PhD in Economics from Western University and master’s degrees in European and International Relations (University of Amsterdam) and Economics (Carleton University). He speaks three languages: English, French and Welsh.

Colleen Redmond

Vice President, Investment Product Research

Morgan Stanley Wealth Management Canada Inc.

As part of the product team at Morgan Stanley Wealth Management Canada (MSWC), Colleen is responsible for conducting initial and ongoing due diligence on various investment products including mutual funds, ETFs, SMAs and alternatives. She works closely with internal and external partners to build out the MSWC product shelf. Prior to joining Morgan Stanley in 2022, Colleen spent over seven years at CI Global Asset Management including four years as the product manager for CI’s suite of liquid alternative products. She also held roles in operations, client services and sales. Colleen holds a BBA from Wilfrid Laurier University and is a Chartered Financial Analyst. Colleen is an avid runner. In her spare time, she enjoys training for her next marathon.

Robert Wilson

Senior Vice President, Head of Portfolio Construction Consultation Service

Picton Mahoney Asset Management

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

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

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

Josh Benchetrit

Principal and Portfolio Manager

Westcourt Capital

As Principal, Asset Management & Client Services, Josh’s responsibilities include the construction and management of diversified investment portfolios and reviewing investment products for Westcourt’s clients. Josh is registered as a Portfolio Manager (Advising Representative) and a Dealing Representative.

Prior to joining Westcourt, Josh was an executive at two of the country’s largest single-family offices, and a member of the Investment Committee. In this role, he was responsible for building the investment framework covering all major asset classes and geographies.

Paul Patterson

National Sales

Spartan Fund Management

Paul has been with Spartan Fund Management since 2015.  From 2008 to 2014, Paul was Vice-President, Private Investment at Integrated Asset Management (“IAM”), a $3B Toronto-based multi-strategy alternative asset manager.  Prior to that, he was Associate Vice-President, Institutional and Offshore at BluMont Capital, a hedge fund and structured products firm. Before joining BluMont, Paul practiced corporate and securities law with Lang Michener (now McMillan LLP) and served as legal and policy counsel with the Toronto Stock Exchange.  Paul has a B.A. from Carleton University, a J.D. from the University of Toronto and an M.B.A. from Northwestern University’s J. L. Kellogg School of Management. He is also CAIA charterholder and is the former Deputy Chair of the Canadian chapter of the Alternative Investment Management Association.

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; liquid alternatives; 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, organized 100+ committee meetings, and increase member numbers over his 7-year tenue from 66 to 164 corporate entities.

James currently sits on the Canadian Investment Funds Standards Committee (CIFSC), which categorizes mutual funds and alternative mutual funds (aka liquid alternatives) for the retail space in Canada. He is also called upon by membership and industry groups to speak to risk ratings and portfolio placement of all types of alternative investments.

James also has experience in research and writing for the CAIA Association (holding the designation since 2006) as well as serving on CAIA’s exam council and as a well as other duties. He had roles in institutional sales and FoHF structuring in Seoul, South Korea, as a Product Manager at ICICI Wealth Management, and as an Investment Advisor at RBC Dominion Securities. James graduated from Simon Fraser University with a BBA (Finance).

Josh Roach

Managing Director

Meritage Group LP

Josh Roach is a trusted peer and long-time member of the SFO (single-family-office) community where, over the last fifteen years, he has created significant social capital through his efforts to build like-minded networks and collaborative models to: (a) merge common interests and objectives, (b) pool and leverage specialized industry knowledge and skill sets, and (c) optimize alignment between asset owners in co-investment vehicles.

He is Managing Director of Meritage Group, a private investment firm and family office vehicle for the Jim and Nat Simons Family – the founder of Renaissance Technologies and the renowned Medallion Fund. Meritage Group is a fundamentally oriented investment firm investing across all asset classes, including control stakes in direct private operating platforms.   Prior to Meritage Group, Josh was co-manager and family principal of LCP (Lloyd Capital Partners LLC), an investment company vehicle for the Henry Demarest Lloyd Family, whose wealth creation originated from its shared ownership in The Chicago Tribune starting in 1873 through to its public listing on the NYSE in 1983.

Josh is a frequent speaker on the topics of collaborative networks and co-investing at trusted SFO forums and has chaired events such as Campden Wealth’s North American Family Investment Conference, Institutional Investor’s Family Office Wealth Forum, and Stanford University’s Global Projects Center’s Stanford Investor Forum.

Prior to joining the SFO community, Josh spent ten years in the software industry in corporate development roles where he worked with the various company’s venture partners on strategic initiatives, acquisitions, and exits.

Josh graduated from the University of Vermont in 1993. Prior to that he was a nationally ranked alpine ski racer and attended Killington Mountain School and graduated from Choate Rosemary Hall.

Evelyne Massa

Investor Relations

Group RMC

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

Michael Danov

President & Chief Investment Officer

SBP Management

Michael Danov is president and CIO of SBP Management, a family office specializing in direct and alternative investments. With more than a decade of investment and financial analysis experience, Michael specializes in executing investments focused on public equity opportunities in the alternative, healthcare, metals & mining, cryptocurrency, oil & gas, luxury consumer goods, and technology. He is responsible for advising the operational business on financial matters, growth strategy, and M&A opportunities.

Michael received his BSc in Finance from the College of Staten Island CUNY. Before his presidency at SBP Management, Michael was a senior vice president at the New York City-based Kingston Advisors. He was responsible for increasing several public companies’ visibility with the investor community, strategic consulting, and M&A.

He utilizes his experience as president, CIO, and senior advisor to bring strategic and growth-oriented value to his current portfolio companies. Michael is also a Venture Partner for CerraCapVentures and a Board Member of Bidease. Previously Senior Advisor at Premium Choice, Halcyon Global Opportunities, Asset Management. He has strong relationships with hedge funds, mutual funds, operators, pension funds, family offices, analysts, and bankers, giving him unique access to high-quality deal flow.

Michael provides mentorship to people with career advice, enjoys traveling and visiting new cities, likes to run, and was previously part of the NY marathon in 2017. Currently a member at Edmond J. Safra Synagogue in NY.

Brian Cyr

Vice President – Fund Investments

Claridge

Brian Cyr is Vice President at Claridge, Stephen Bronfman’s family office. In this role, Brian oversees the selection and monitoring of external asset managers for Claridge and affiliated entities. This coverage includes a variety of asset categories, notably private equity, public securities, fixed income, liquid alternatives, private credit and real assets funds.
Prior to joining Claridge in June 2022, Brian was Managing Director – Private Markets for a newly established multi-family office. Previously, he led for over nine years the Canadian representation of bfinance – a global independent institutional investment consultancy. In this role and for most of his career, he has been working with institutional investors in public/private pensions, endowments and foundations as well as investment platforms. Early on in his career, he stepped up to oversee the investment platform of a major Canadian insurance company. His employments included other well-known global organizations like Fidelity Investments and Caisse de dépôt et placement du Québec (CDPQ).
Brian earned a BA in Public Communications and a BBA in International Business from Université Laval in Quebec City. He also attended Lunds universitet in Sweden. He is a CFA charterholder.

Oded Levi

President

Epstein Enterprises Inc

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.

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

Dan Riverso

Chief Executive Officer and Chief Investment Officer

Jesselton Capital Management

Dan Riverso is the Chief Executive Officer and Chief Investment Officer at Jesselton Capital Management Inc., which provides a customized, private and confidential platform for the investing needs of high-net-worth individuals and families.  Jesselton, based in Toronto, is registered with the Ontario Securities Commission as an Investment Fund Manager and Exempt Market Dealer. Dan has 20 years of experience working with Canada’s wealthiest families. Previously, he was Chief Investment Officer of a boutique Toronto-based, multi-family office, Continuum Private Wealth Partners Inc. He began his career at I₃ Advisors Inc. (subsequently BNY Mellon Wealth Management, Advisory Services, Inc.), where he was Vice President, Director of Research. Dan is a CFA Charterholder.

Trevor Maunder

President & Chief Executive Officer

Peerage Capital

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

Robert Montgomery

CEO

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.

Tim Cestnick

Co-Founder & CEO

Our Family Office Inc.

Tim Cestnick enjoys a reputation as one of Canada’s most respected experts and public speakers in the areas of tax and personal finance. Tim is Co-Founder & CEO of Our Family Office Inc., one of Canada’s leading wealth advisory firms to affluent families.

Tim consults and speaks in all areas of personal finance. In addition to his CA designation, he is a Chartered Professional Accountant (CPA), Certified Public Accountant (Illinois), a Certified Financial Planner (CFP), and a Trust and Estate Practitioner (TEP).

Tim’s national speaking profile is confirmed by his position as a personal finance columnist for the Globe & Mail’s Report on Business, Canada’s national newspaper. He has authored 18 best-selling books, and is a regular contributor and on-air personality on radio and television. He appears regularly on CTV, CBC Newsworld, BNN, and the best-known money programs in the country.

Tim and his wife Carolyn have three children and two dogs. All are hockey fanatics – especially the dogs.

Constance Everson

Managing Director

Capital Markets Outlook Group, Inc.

Constance M Everson, CFA, Managing Director Capital Markets Outlook Group, Inc.

Connie Everson is Managing Director of the economic & investment strategy consulting firm, Capital Markets Outlook Group (CMOG) in Boston, which she founded with a colleague in 1992. The firm has managed to identify every major turning point for major asset classes since its founding. Connie is represented on the CFA Institute Speakers Bureau, and is a past- president of the Boston Economic Club. She serves on the investment committee of Mass PRIM, the pension fund for public employees in Massachusetts, and investment and audit committees of the Weredale Foundation in her native Montreal.

Adam Edris

Partner, Research Analyst

Albourne Partners Limited

Adam Edris, CFA is a Partner, Research Analyst with alternatives investment consultant Albourne Partners Limited focused credit-based investments. He joined the firm in 2010. He began his career as a credit analyst at credit hedge fund SGS Asset Management in 2007.

Ranjan Bhaduri

Founder & CEO

Bodhi Research Group

Dr. Ranjan Bhaduri is the Founder & CEO of Bodhi Research Group. Bodhi Research Group is focused on research and education in the alternative investments industry.

Dr. Bhaduri has extensive experience in manager research, portfolio management, and due diligence (investment, operational, and structural). Dr. Bhaduri has designed and implemented an institutional due diligence and research program. Dr. Bhaduri’s experience includes being on an Investment Committee at Morgan Stanley Private Wealth Management where he conducted due diligence and helped design customized portfolios of Alternatives. Earlier, he was at a Canadian Fund of Funds, and at a multi-billion dollar capital management firm where he was involved in all aspects of its fund of hedge funds and structured finance business. He has also worked with two major Canadian investment banks in the Financial Strategy Consulting Group and in Global Risk Management &Control, respectively. He has collaborated closely with many pensions and sovereign wealth funds on a variety of portfolio matters.

Dr. Bhaduri has a winning track record of leadership and training. Several of his former analysts and interns have gone on to have successful careers and have held positions at prestigious organizations, including the following firms: Ontario Teachers’ Pension Plan, Goldman Sachs, J.P Morgan, Exelon Corporate Pension, US Securities and Exchange Commission (SEC), and Crabel Capital Management.

Dr. Bhaduri has held an advisory role at the East-West Center, a leading think tank on the Asia-Pacific region. He has taught finance and mathematics at several universities and lectured on Derivatives for the Montreal Exchange. Dr. Bhaduri has taught parts of the CFA Curriculum for Allen Resources. Dr. Bhaduri has published papers on, and been invited to speak worldwide regarding hedge fund issues, and advanced portfolio and risk management techniques. Dr. Bhaduri was invited by the CME to be part of a special delegation that met with regulators in Beijing and Taipei to discuss hedge fund issues.

Dr. Bhaduri holds both the CFA and CAIA charters. He is a member of the American Mathematical Society, the Mathematical Association of America, and the Toronto CFA Society. Dr. Bhaduri previously served as a member of the All About Alpha Editorial Board, the CAIA Chicago Chapter Executive, on the Board of Directors of AIMA Canada, co-chair of AIMA Canada Managed Futures Committee, and on the AIMA Global Research Committee. Dr. Bhaduri is an avid ice hockey fan and ACBL Silver Life Master in Bridge.

Isaac Lemprière

Associate Deputy Head of Investments

Prime Quadrant

Isaac is the Associate Deputy Head of Investments at Prime Quadrant and a longstanding member of the team having joined in 2014. Prior to joining Prime Quadrant, Isaac worked as an Investment Analyst in the Quantitative Equities Team at TD Asset Management and co-authored a research paper on the low volatility anomaly that was published by Canadian Investment Review.

Isaac graduated from the John Molson School of Business with a Bachelor in Commerce, Finance and is a CFA Charterholder. At John Molson, Isaac participated in Concordia’s co-op program where he gained experience in asset management and corporate finance before joining TD Asset Management.

Jason Campbell

Principal

Eckler

A Principal within Eckler’s Investment Consulting practice, Jason joined the firm in 2006. He provides investment strategy advice to a wide range of institutional clients, including DB and DC pension plans, endowment/foundations, single family offices, corporations and non-profit organizations.

In addition to consulting responsibilities, Jason is a member of the Investment Research Steering Committee which oversees investment manager and strategy research.

Jason’s specific area of expertise is alternative investments including infrastructure, real estate and private equity/debt strategies.

An active volunteer within the pension and investment community, Jason has authored several articles and presented on investment strategy at numerous conferences. He is currently a member of the Canadian Investment Review Advisory Board, a volunteer on the CNIB’s National Investment & Pension Committee and a director with the National Ballet School Foundation.

Jason graduated from the University of Western Ontario in 1999 with an Economics degree. He has also earned the designations of Chartered Financial Analyst and Chartered Alternative Investment Analyst.

Ash Lawrence

Senior Vice-President and Head of AGF Private Capital

AGF Investments Inc.

Ash Lawrence joined AGF as Head of AGF Private Capital, the firm’s private markets business, in February 2022. He is a seasoned private markets leader with a wide breadth of expertise in investments and portfolio management across sectors. Ash brings the right combination of strategic thinking, deep experience and strong relationships to drive the growth of AGF Private Capital, a key pillar of the firm’s growth strategy.

Ash has approximately 20 years of private markets experience, including 16 years with Brookfield Asset Management working on real estate investments and portfolio management in North America and Brazil. He most recently led the firm’s Canadian real estate business. Prior to that, he worked at a real estate company managing development strategies and the financing of municipal infrastructure projects. He also worked as an engineering consultant, developing infrastructure and transportation solutions for private and public sector clients.

Ash earned an MBA from the Rotman School of Management and a Bachelor of Applied Science, Civil Engineering, from the University of Waterloo.

Kunjal Shah

Chief Investment Officer

Lyxor Asset Management Inc.

Kunjal Shah joined Lyxor Asset Management Inc. (“Lyxor Americas”) in August 2014 as the Global Head of Hedge Fund Research. He was appointed as Chief Investment Officer in May 2020. Mr. Shah is responsible for supervising the Portfolio Management and Hedge Fund Research teams, as well as developing advisory investment offerings and customized hedge fund solutions. Mr. Shah brings more than 20 years of experience in hedge fund manager selection, due diligence, and monitoring to his position. Prior to joining the firm, Mr. Shah was employed by Arden Asset Management, where he was a Partner and Managing Director. Prior to that, he was a Director and Co-Head of Hedge Fund Credit Risk Management for the Americas at Deutsche Bank AG. He was also an integral member of the Hedge Fund Credit Risk Management team at Goldman Sachs & Co. in New York, where he led due diligence and monitoring of hedge funds. Mr. Shah holds a B.A. in Economics from the University of Manchester, and an M.B.A. in Finance, Management and Strategy from the Kellogg School of Management at Northwestern University.

Tristan Thomas

Managing Director

50 South Capital

Tristan Thomas is the Managing Director of Portfolio Strategy for 50 South Capital’s Hedge Fund Investment Team, responsible for portfolio construction and monitoring. He is a member of the Senior Investment Committee, and is a voting member of Northern Trust’s Investment Policy Committee.

Prior to joining 50 South Capital, Tristan was a Strategy Head at Mesirow Advanced Strategies and a member of the Senior Investment Group. He was responsible for the monitoring and sourcing of all strategies that fell outside of credit and equity including macro, commodities, relative value, multi-strategy, volatility, convertible arbitrage, and reinsurance. Prior to his role as a Strategy Head, he was a Senior Analyst covering all hedge fund strategies in Asia. He began his career at Lehman Brothers where he was on the emerging markets fixed income desk focused on sovereign debt and derivatives.

Jared Kalish

Partner, Private Capital

FirePower Capital

Jared Kalish is a co-founder of FirePower Asset Management, which houses FirePower’s Private Debt and Private Equity businesses.

Passionate about building companies, Jared brings creative thinking and leadership to FirePower’s portfolio of businesses, always with the goal of optimizing strategic business direction, providing hands on operational support, and assisting with financial structuring, underwriting and M&A activities. Jared is a member of FirePower’s credit and investment committees, and is responsible for managing Firepower’s limited partnerships.

Prior to FirePower, Jared was responsible for Structured Finance and Strategic Equity for Investec in Canada. He was appointed as a division head for Investec Bank in South Africa at the age of 27, where he led the Equity Structuring team to realize substantial growth in profitability, providing derivative and structuring solutions for clients.

Jared holds a BSc in Actuarial Science and an MSc in Risk and Stochastics from the London School of Economics where he was ranked first overall in his class.

Michael Steepe

President & CCO

Steepe & Co. Ltd.

Michael Steepe is the founder, President and Chief Compliance Officer of Steepe & Co. Ltd., a registered exempt market dealer and investment fund manager based in Toronto. The firm is focused on allocating to U.S. private credit managers through various Canadian trust and GP/LP structures. Since 2007, Steepe & Co. has specialized in offering private and public, short-term, Canadian and U.S. mortgage/credit/direct lending funds to the Canadian retail and institutional marketplaces.

Prior to Steepe & Co., beginning in 1990, Michael worked for two large Toronto-based real estate developers as a commercial leasing agent and condominium sales representative for Tridel. Working in financial services as a manager in 1995, Michael underwrote mortgages and provided credit financing facilities to high-net-worth investors for private real estate structured investments. As Senior Manager at Laurentian Bank, Michael managed the distribution of various credit-based products and trust services sold to advisors in Ontario and Atlantic provinces through the B2B Trust division. With the creation of BLC-Edmond de Rothschild in 2000, Michael helped launch the Canadian version of the Rothschild mutual funds and hedge fund Leveraged Capital Holdings. The assets of BLC-Edmond de Rothschild were sold to Industrial Alliance in 2005, where Michael remained as vice-president and aided in the transition until his departure and launch of Steepe & Co. Ltd. the following year.

Sandy Poklar

Chief Operating Officer and Managing Director

Firm Capital Corporation

Sandy Poklar is currently the Chief Operating Officer and Managing Director, Capital Markets & Strategic Developments for Firm Capital Corporation, EVP Finance for Firm Capital Mortgage Investment Corporation (FC : TSX), Chief Financial Officer and a Trustee for Firm Capital Property Trust (FCD.UN : TSX) and President & CEO of Firm Capital Apartment REIT (FCA.U/FCA.UN : TSXV). Sandy is also a Trustee and Chairman of the Audit Committee for True North Commercial REIT (TNT.UN : TSX). Prior to joining Firm Capital, Sandy was employed at Macquarie Capital and TD Securities where he was a Vice President in their Real Estate Investment Banking Groups. Sandy is a CPA, CA in Canada, a CPA(US) licensed in the State of Illinois and has his ICD.D designation.

Matthew O’Hara

Chief Investment Officer

Unison Investment Management

Matt is responsible for all investments and research at Unison Investment Management. In addition to investment responsibility, Matt works on product development and innovation related to home equity. Prior to Unison, he spent 18 years at Barclays Global Investors and BlackRock in the fixed income and multi-asset groups. Previous to that he worked as an engineer.

Matt completed a PhD in mechanical engineering from UC Berkeley and an MFE degree from the UC Berkeley Haas School of Business. He has consulted in the single family residential FinTech space over his career as well.

Sudharshan Sathiyamoorthy

Vice President & Head of Manager Research

Richter Family Office

Sudharshan Sathiyamoorthy is a seasoned investment professional with deep experience in the search, approval and monitoring process for alternative investment managers. He is Vice President and Head of Manager Research at Richter Family Office. He is also the Chair of the Investment Committee.

Sudharshan has previously worked at some of Canada’s most respected institutions, including RBC Capital Markets, Diversified Global Asset Management, Canada Pension Plan Investment Board, and Alignvest Investment Management. Sudharshan holds a Ph.D. in Physics, and was a Post-Doctoral Investigator at the Woods Hole Oceanographic Institution. He has published in leading journals and has presented his research at conferences world-wide.

Richter Family Office (RFO) is a multi-billion dollar multi-family office that provides independent and objective wealth management services to high net worth families and individuals. Established in 1999, and as one of the largest and oldest multi-family offices in Canada, RFO has gained an exceptional reputation for providing holistic advice to clients without the bias of affiliations with other financial institutions or wealth managers. RFO has offices in Toronto and Montreal.

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.

Jordan Villarreal

Associate VP, Private Capital Research

Preqin

Jordan oversees the Canadian fund manager dataset for Preqin. Preqin is a leader in industry data and insights within the alternative assets space. Jordan’s experience includes working with Canada’s market leaders to gather key data and intelligence. He joined Preqin in 2020 and helped spearhead the creation of the dedicated Canadian research team. Jordan studied at the University of Western Ontario and holds a bachelor’s degree in Economics from Indiana University.