Neil Nisker

Co-Founder, Executive Chairman, and CIO

Our Family Office

With investment management and wealth advisory experience dating back to 1972, Our Family Office’s Co-Founder, Executive Chairman and CIO enjoys a well-deserved reputation as a trusted and respected figure in the Canadian financial services industry. His keen intellect and deep expertise make him particularly well-qualified to revolutionize the shared family office segment in Canada and grow Our Family Office into the market-leading service provider and partner to the nation’s wealthiest families. Highlights of Neil’s career to date include:

• Fiera Capital Corporation: Neil was active with Fiera Capital Corporation, one of Canada’s largest investment managers, from 2006 to 2014, serving as the President of Fiera Private Wealth and as the company’s Executive Vice Chairman and a member of the company’s board of directors and governance committee.
• YMG Capital Management Inc.: Neil served as President of the YMG Private Wealth Management division from 2000 to 2006. Fiera Capital Corporation purchased YMG Capital Management in 2006.
• Nisker Associates, Strategic Wealth Management: From 1997 to 2000, Neil was the Chairman of Nisker Associates, Strategic Wealth Management, a Canadian registered investment counselling firm. It was acquired by YMG Capital Management in 2000.
• Best Investments International Inc.: In 1990, Sir John Templeton selected Neil to be one of the three managers of Best Investments International Inc., a global equity mutual fund he owned. Neil held this position until the fund was closed in 2000.
• Brown Baldwin Nisker Ltd.: For more than 25 years, Neil was a driving force behind Brown Baldwin Nisker. Through his diligence, the firm grew into one of the premier institutional brokerages in Canada. It was sold to HSBC Securities in 1988.

In addition, Neil has been the President of Privatech Investments Inc., an investment company headquartered in Toronto, Canada since 1994.

Volunteerism and Philanthropy Neil has been extensively involved in philanthropy and a range of activities, including acting as:

• Co-Chair of the UJA Federation of Greater Toronto, Annual Campaign  Co-Chair of the Baycrest Centre for Geriatric Care, Campaign
• Vice-Chair of the Mount Sinai Hospital Foundation and Chair of the Investment Committee  Chairman of The Jewish Foundation of Greater Toronto and Chair of the Investment Committee
• Co-Chair of the 2011 JFNA Investment Institute in Palm Beach, Florida
• Frequent speaker at Investment Conferences for family offices, and foundations and endowments

Mindy Mayman

Partner, Portfolio Manager

Richter

As you create significant wealth, having independent, objective advisors to help you manage said wealth is crucial. Mindy assists her clients through the challenges inherent to wealthy families and helps them secure peace of mind for today, and comfort and clarity for the future.

Mindy joined Richter in 2006, as its unique family office business model was beginning to take shape as a completely independent entity. This division has since grown, and focuses on wealth management, philanthropy, insurance needs and family governance. Mindy advises clients on the design and implementation of plans to help them achieve their financial objectives, quantifying goals and then determining the most appropriate asset allocation and financial solutions. Acting with complete independence and objectivity, Mindy recommends the proven third-party managers to optimize her clients’ investment strategies.

A skilled financial advisor, Mindy is able to craft and deliver advice that is practical, understandable and relevant to the goals and objectives of ultra-high-net-worth families. Her insights and well-rounded expertise make her a trusted resource for many prominent business leaders and their families.

Cameron 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.

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.

Desmond Kingsford

Founder

Highwood Value Partners

 Desmond Kingsford is Highwood Value Partner’s founder and is registered as The Firm’s Portfolio Manager.  He holds an MA in Philosophy from Cambridge University, a B.Commfrom McGill University in Finance and Math and is a CFA Charterholder. 

Prior to founding Highwood Value Partners, Mr. Kingsford was a Senior Analyst and Partner of MSD Partners (Europe) LLP, the European office of MSD Capital LP, the exclusive manager of Michael Dell’s personal capital.  Mr. Kingsford spent 11 years at MSD as part of the European team, which grew from three people managing $200mn of capital to a five personinvestment team managing the $1.2bn European Opportunities Fund(“EOF”), an opportunistic, fundamental value fund across equities and credit in Europe. Prior to MSD, Des was a Vice President on the Consumer team for Putnam Investments from 2002 to 2007, also based in London. 

Mr. Kingsford now resides in British Columbia, Canada with his wife and three children.

Charlie Morris

Co-Founder

CMCC Global

Charlie is the co-founder of CMCC Global, a blockchain asset management company that manages three digital asset funds as well as the Liberty Bitcoin Fund. CMCC Global was founded in Hong Kong in 2016 and today has offices in Asia and North America. It has a particular focus on Fintech innovation in Asia. Charlie’s background as both a software engineer and management consultant allows him to combine a deep technical understanding of blockchain technology with the ability to evaluate its business implications.

Charlie’s involvement in the blockchain space has included advising financial institutions, developing blockchain applications and investing in companies and protocols. He has given keynote addresses at the CLSA Investor Conference, Franklin Templeton annual offsite and the Global Investment Forum. He has also presented to senior management at many large institutions including Fidelity, Putnam Investments and Wellington Management.

Paul Stapleton

Chief Technology Officer

Fidelity Clearing Canada

A 23-year veteran of the Canadian financial industry, Paul Stapleton joined FCC in May 2017. He manages evolving technology strategy and continuous platform development, implementation and delivery of new services and solutions, and technical alignment to help clients service their businesses.

Paul was part of the executive team that built DundeeWealth from independent IIROC and MFDA dealers in the early 2000s, before the firm’s sale to ScotiaBank in 2010.

Recently, Paul served as SVP, Information Technology, for investment dealer Dundee Securities, and as VP, Information Technology, for merchant banking firm Dundee Corporation. He graduated from Trinity College in the University of Toronto and has completed the Partners, Directors and Senior Officers (PDO) course.

Mike Quinn

Principal, Chief Investment Officer

RPIA

Mike co-founded RPIA in 2009 and, as its current Chief Investment Officer, is responsible for formulating and implementing the firm’s investment strategy across the funds. Mike chairs both the Investment Committee and ESG Committee and sits on the Risk Committee.

Mike is a former Managing Director at RBC Capital Markets, and during his 15 years at the bank, he held increasingly senior roles, including managing the global credit trading business and the global structured credit business. Mike brings to RPIA an expert knowledge of the global credit markets and extensive experience managing credit risk exposures across multi-billion dollar portfolios. Prior to joining RBC Capital Markets, Mike worked for a leading Toronto-based real estate developer as a Leasing Manager.

Mike holds a BComm from Queen’s University and an MBA from the University of British Columbia. He is a member of the Advisory Board of Smith School of Business and is involved with several charitable organizations, including being a Board Member for Beat the Streets Toronto and sitting on the Quinn Family Future Foundation Board.

Lorne Sugarman

CEO and Director

Metaverse Group

Lorne Sugarman is a seasoned senior executive with diverse experience across direct C-level operating experience, investment banking and principal investing.

Lorne is CEO and Director of the Metaverse Group where he has developed an eight figure virtual real estate portfolio. Prior to the Metaverse Group, Lorne was previously the CEO of Wellpoint Health Services for 9 years where he grew the business to over 250 employees, completed and integrated seven acquisitions and ultimately was sold to CloudMD (TSX: CMD).

Lorne spent over 20 years in advisory services with over 15+ years at GMP Securities, most recently as MD / Head of Technology Group, and spent almost 4 years as Principal at KES7 Capital Inc. Lorne started his career with Deloitte Consulting and Deloitte & Touche providing advice to clients in North America.

Lorne holds a BA from Western University and a MBA from the Rotman School at the University of Toronto.

Nancy Hoi Bertrand

Private Banker

Citi Private Bank

Nancy joined Citi Private Bank in 2006 and has over 20 years of capital markets experience. She 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.

Previously, Nancy practiced U.S. securities law at the global law firm, Shearman & Sterling LLP specializing in cross-border corporate finance and mergers and acquisitions.

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

Nancy sat on the cabinet of the Royal Ontario Museum’s Young Patrons’ Circle. Nancy graduated with an Honours in Business Administration (Dean’s List) from the Richard Ivey School of Business of the University of Western Ontario 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 speaks Mandarin, Cantonese and French. She is married and raising a teenage daughter.

Mark Maybank

Co-founder and Managing Partner

Maverix Private Equity

Mark is a Co-founder and Managing Partner with Maverix Private Equity where he leads the collective team and firm operations. As an active investor, director, advisor and entrepreneur, he has a wealth of experience spanning across multiple industries and geographies. This includes financial services, technology, health and wellness, media, telecom, oil and gas, services, and advanced manufacturing. With a passion to drive growth with a focus on human elements, Mark strives to scale Canada’s strong and vibrant innovation-based ecosystem.

Prior to Maverix, Mark was the President and COO of Canaccord Genuity Corp, where he led the expansion of their wealth management and international capital markets businesses, positioning the firm as a global leader in commodity and technology financing.

In addition to being EVP, Corporate Development at Itemus Inc., a technology firm, he was also a Senior Technology Analyst with Yorkton Securities, and CFO of ECS Enhanced Cellular Communications, a US-based cellular services company. Mark earned his Chartered Accountant and Chartered Business Valuator designations at Deloitte in the audit, tax, and valuation advisory practices. Currently, Mark is the Chairman of Fleet Canada Inc. and serves on other boards including Forum Equity Partners and New Latitude Capital. Previously, he served on several boards including Executive Chairman (Advisory) of the Kirchner Group, Knix Wear, Entrec, Empire State Connector, Biologix, Moraine Capital, and Canaccord Genuity Financial.

Mark is an active philanthropist with former roles as Co-Chair of Gold Medal Plates, a Canadian Olympic Foundation program, Special Advisor to the Treasury Board of Canada, Ambassador for World Bicycle Relief, Advisor to SpiderTech cycling, member of the Corporate Advisory Board of the Art Gallery of Ontario and guest lecturer at the Director’s College.

Outside of the office, Mark and his family enjoy an active lifestyle which includes skiing, biking, running, and swimming. They enjoy travelling and spending time in Annecy, France and the Okanagan Valley, BC

Jason Moore

Client Portfolio Management

Man Numeric

Jason Moore is the Head of Client Portfolio Management at Man Numeric.

Prior to joining Man Numeric in 2015, Jason was a product specialist at BlackRock for the Small and Mid-Cap Growth equity team. He began his career at State Street Research.

Jason graduated from Connecticut College with a bachelor’s degree in economics. He is a member of the CFA Society Boston and is a CFA charterholder.

Kamal Hassan

Managing Partner

Loyal VC

Kamal Hassan is a Managing Partner of Loyal VC. Loyal is an open-ended, globally diverse fund with investments in 200+ companies in 50+ countries designed to minimize systemic bias inherent in the investment process to unlock greater returns. Loyal also benefits from its network of 600+ expert advisors who work closely with the company founders. 

Loyal is the fund Kamal wished he had available during his 20-year career as an entrepreneurial CEO and 15 years as an angel investor. The fund was created by drawing upon his professional and philanthropic experiences: including the networks that stem from his time as a Global Director with the Founder Institute accelerator, former INSEAD Alumni Association President, as a consultant at Bain & Co, and as an engineer at IMAX. Kamal has an INSEAD MBA and a degree in engineering physics from Queen’s University. He has traveled to over 100 countries and speaks five languages.

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.

Funke Okubadejo

Director

Actis

Funke is an experienced private equity and real estate investor, at Actis since 2007, with a strong track record in key sectors  including real estate projects with GAV of >$550m in office, retail and hospitality sectors across Africa. Funke is leading the Actis’s real estate income fund strategy for Africa.

Prior to joining Actis, Funke gained six years private equity experience spanning origination, investment structuring and asset management at African Capital Alliance, a leading Nigerian private equity firm where she also helped to establish its real estate fund.

Funke started her career at Arthur Andersen (Now KPMG Professional Services), is a qualified chartered accountant and holds a Bachelor of Science in Chemical Engineering from the University of Lagos and a Masters in Finance from the London Business School.

With prior her experience in assurance and business advisory, she brings rounded skills to add value at both strategic and operational levels to management and project teams to attain set business objectives.  She is also an experienced board director having served on various boards over the past two decades.  Funke is also a member of the Actis Macro Forum which is a global grouping that reviews macro trends in emerging economies.

Erik Dmytruk

Portfolio Manager & Managing Director

Slate Securities

Erik heads up Portfolio Management at Slate Securities, employing a wealth of real estate investment experience. Previously Erik was Director and Portfolio Manager of real estate at AIMCo. Experience in virtually all real estate asset types and geographies.

• Was integral in growing AIMCo’s real estate investments from a $2 billion domestic portfolio to more than $21 billion globally.
• Gained extensive experience in all aspects of the real estate investment process including acquisitions, development, tactical asset planning, leasing initiatives, JV arrangements, portfolio construction and risk management.
• Managed a public markets portfolio with a value in excess of $650 million which was successfully implemented in order to complement the global real estate portfolio by taking advantage of dislocations that occur in public markets and to diversify with strategic long-term investments.
• Property development in excess of $1 Billion in all stages, including land acquisition, entitlements, design, horizontal and vertical development
  • Office properties, Residential lots, industrial, multi-family and condominium, Retail, UK entitlement/densification.
• Establishment of partnerships, and fund investment in various geographies including the UK, Europe, USA, and Mexico
  • Diligence of local management teams, direct acquisition of local properties and a full understanding of partnership agreements and cross border tax structures.
• Prior to joining AIMCo, he competed briefly on the professional tennis circuit after earning ITA NCAA All America team status as a collegiate athlete.
• Erik graduated with Honors from the University of California – Berkeley with a Bachelor of Science degree in Business Administration, and he is a CFA Charterholder.

Athas Kouvaras

Client Relationship and Development Manager

Richter Family Office

working with UHNW families. He brings 20 years of experience in the investment industry with an emphasis on alternative investments. Before joining Richter, he was a Partner at Alignvest Investment Management with a focus on business development. Prior roles included being a Regional Director for Russell Investments, where he was responsible for mid-market institutional business development and a Regional Sales Manager role at Man Investments Canada. He began his career at BluMont Capital, where he was a research analyst.

Athas is a CAIA Charterholder and a member of the Chartered Alternative Investment Analyst Association. He holds a Bachelor of Commerce degree from the University of Toronto.

Daniel Leger

Managing Director

MGG Investment Group

Mr. Leger is responsible for managing all of MGG’s sales and marketing related efforts.

Prior to joining MGG, Mr. Leger was Head of Strategic Planning and Client Services at Akre Capital Management in Virginia where he helped grow the then 24 year old firm’s private partnership and mutual fund assets from $2 billion in 2013 to approximately $14 billion in 2019. Previously, he worked as Managing Director, Head of Marketing at Geosphere Capital, a $1.4 billion hedge fund based in New York City. Prior to that, he worked in a similar capacity at Steel Partners, a $5 billion global activist manager. Mr. Leger began his career in asset management at BRI Partners, a venture capital firm and joint venture with Mesirow Financial, that seeded hedge funds, helping grow their collective assets to in excess of $5 billion.

Mr. Leger received his doctorate in political philosophy and international relations from The University of Notre Dame in Indiana and his BA from Concordia University in Montreal, Canada.

Dev Gopalan

Partner & Portfolio Manager

Sagard

Dev Gopalan is a Partner & Portfolio Manager, Sagard Senior Lending Partners and joined the firm in 2021. Dev is responsible for overseeing the Senior Lending strategy at Sagard. He is based in New York, US.

Prior to Sagard, Dev served as the CEO of Angel Island Capital, Head of US Private Credit at KKR where he was a member of the Global Private Investment and Portfolio Management Committees, and a Principal at Canada Pension Plan Investment Board (“CPPIB”) in the Credit business. Dev also worked at Barclays, Goldman Sachs, and JPMorgan in various roles in Leverage Finance.

Dev holds a M.A. from Brandeis University and BS from Georgetown University. In addition, he is currently on the board of Finding Ferdinand, Nobordist, inKind Cards, and Rebounds Hounds, a NYC dog rescue.

Theresa Shutt

Senior Vice President

Fiera Private Debt

Theresa Shutt is Senior Vice President for Corporate Private Debt at Fiera Private Debt. Prior to joining Fiera Private Debt in July 2019, she was the Chief Investment Officer of Private Debt with Integrated Asset Management.

Ms. Shutt is responsible for the overall strategic direction and operation of the Corporate Debt Financing Team. In this role, she provides leadership in support of business development, investment approval, fund strategy and portfolio management. With over 20 years of experience in corporate lending and capital markets, she contributes to the success of the business by growing AUM through strategic capital deployment and the development of innovative private debt strategies.

Prior to Fiera Private Debt, Ms. Shutt was a Managing Director with BMO Corporate Finance where she developed customized financing solutions for mid-market Canadian Companies. Previous to this role, she held a variety of roles at RBC and Scotiabank structuring fixed income and equity derivatives for corporations and asset managers. She began her career working as an economist for the Conference Board of Canada.

Theresa Shutt 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. Ms. Shutt is a Chartered Financial Analyst (CFA) charterholder.

Joseph Bakish

Portfolio Manager, Wealth Advisor, Investment Advisor

Bakish Wealth, Richardson Wealth Limited.

Joseph Bakish is a Portfolio Manager, Wealth Advisor, Investment Advisor at Bakish Wealth, at the firm Richardson Wealth Limited.

Named Canada’s Top Under 40 Investment Advisors in 2020 by Wealth Professional Magazine, Joseph Bakish has built his career by putting the best interests of his clients at the forefront of his objectives.

After initially building a solid practice at Investors Group, Joseph realized that as business and the industry was evolving, they needed a change. Bakish Wealth joined Richardson Wealth six years ago, which has opened the door to a wider universe of alternative assets that can add value and enhance portfolio diversification – from private equity and real estate to private debt. Clients have responded well to their unbiased access to investment solutions, which has led to a growing referral base and the expansion into their third client segment of high-net-worth investors. Bakish Wealth’s book boasts $242 million in assets under management (AUM) across 490 households, as well as a large insurance component.

Most of their clients are between 40 and 60 years old, and many are research-oriented physicians, medical researchers, and university professors. Their clients also include high-net-worth business owners and high-potential young professionals. For prospects with established careers, their minimum

investment is $1 million.

Atul Tiwari

Chief Executive Officer, Americas

Cult Wines

As Chief Executive Officer, Atul Tiwari leads the team and is responsible for the overall strategy and development of Cult Wines Americas. Hailed by Investment Executive as ‘having a knack for knowing what’s next’, Atul is thrilled to have successfully married his extensive investment experience with a passion for wine to introduce this unique asset class to the Americas market. Atul leads with investment rigor, excellent client relationships and unparalleled knowledge of the asset class.
Atul’s background speaks for itself, before building Cult Wines Americas, he was employee number one at Vanguard Canada. As CEO for the company, together with his team, he helped pioneer ETF investing in Canada and grew the company from $3 to $30 billion in assets over 7.5 years. Prior to Vanguard, he held progressively senior positions at BMO Financial including senior vice president of BMO Asset Management, heading up the BMO US mutual fund business in Chicago before going on to lead the charge for BMO to enter the ETF business as the founding President of BMO Exchange Traded Funds. In 2018 he received the Indo Canada Chamber of Commerce award for Corporate Executive of the Year and has twice been named to Wealth Professional’s annual list of People to Watch in the industry. Atul is a member of the Independent Review Committee for Mackenzie Funds, a Director of the D.D. Foundation, which provides free medical care and education to the disadvantaged in India, a member of the Advisory Council for the CFA Society of Toronto and an Honorary Trustee of the Royal Ontario Museum.
In addition to his personal interest in wine, Atul has also managed a 4000-bottle cellar of fine Burgundy for the Toronto Chapter of the Confrerie des Chevaliers du Tastevin over a five-year period. After earning his law degree from Osgoode Hall Law School (Canada), he began his career in law, practicing in London (UK) and Toronto before transitioning to finance.

Mitchell Nicholson

Manager

KPMG

Mitchell is a Manager in KPMG’s Cryptoasset practice and has spearheaded its recent treasury and NFT initiatives. Additionally, Mitchell helps deliver KPMG’s educational workshops, strategy development, and vendor assessments for institutional investors and financial services firms seeking to adopt cryptoassets. Prior to joining the firm, Mitchell spent 2 years as an Economist at the Bank of Canada and in his personal time he actively researches and invests in the cryptoasset space.

Jean Courcelles

Portfolio Manager

Mirabaud Canada

As a portfolio manager, I help individuals and institutions make the most of their capital. To serve them optimally, I decided to join Mirabaud, a Swiss banking and financial group of international scope which employs more than 700 people, spread over four continents. The group’s assets under management now stand at more than $54 billion CAD, making it the third-largest private banking group in Geneva.

In addition to my own expertise, my clients can also benefit from the network and experience of the 200-year history of this family company. In Montreal as in Geneva, we are guided by our values: independence, responsibility, and integrity. These dictate a measured business policy and strict risk management aligned exclusively with the interests of our customers.

When I am not advising clients, I like to escape the city and stay connected to the great outdoors by cycling, hiking, and running.

Ajay Gopal

Partner

Framework Venture Partners

Ajay Gopal is a Partner of Framework Venture Partners. Based in Toronto, Ajay has over a decade of combined VC and alternative investments investing and capital markets experience. With an entrepreneurial background, Ajay is a partner of a healthcare services company currently in operation in Toronto. Ajay currently serves on multiple Boards of Framework portfolio companies including Paper, Countingup, FlipGive and Daisy Intelligence. As a student of engineering with prior operational technology experience, Ajay is keenly interested in meeting with technology companies across all verticals and focused on helping entrepreneurs with the scaling journey.

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

Jay Barrett

Managing Director, National Sales

SmartBe Investments

Jay Barrett is Managing Director, SmartBe Investments.  He has held positions with some of Canada’s premier firms including RBC, BMO and more recently with CIBC Asset Management as Executive Director.  Jay completed his undergraduate degree at St. Francis Xavier University in 2001 and graduated in Financial Management at Cornell University in 2018.  His background includes extensive experience in public and private markets as well as alternative and quant-based strategies.  Jay lives in Montreal and is board member at Mile End Community Mission and the Trinity Center Foundation.

Matt Piselli

Portfolio Manager

FORT LP

At FORT, Matt heads the development of fully systematic strategies in commodity markets as well as assisting in the management of FORT’s Mean Reversion Strategies across all markets. Before joining FORT, Matt ran a commodity hedge fund, Buttonwood Merchants LLC, from 2015-2018. His fund was initially launched on Tudor’s incubation platform, Launchpad Trading, before transitioning to a standalone entity in 2017. Prior to this, he was with Gresham Investment Management as Head Trader in charge of all discretionary alpha generation for their flagship TSM Strategy, which peaked at $7 billion AUM. Matt began his career at UBS in the Commodity Structuring Group before moving on to manage all of UBS’s physical US Natural Gas assets in 2006.

Matt graduated with a BSE from Princeton University in Operations Research and Financial Engineering.

Nicolas Mirjolet

Chief Executive Officer & Co-Head of Research

Quantica Capital

Nicolas joined Quantica Capital from RAM Active Investments, a multi-billion systematic asset management company based in Geneva, where he served as senior quantitative investment manager, developing and managing systematic short-term equity long/short strategies. Until 2018, Mirjolet was CIO and lead portfolio manager of Tolomeo Capital, a Zurich based systematic asset manager specialized in long/short equities and futures strategies. He co-founded Tolomeo Capital in 2011, after doing a spin-out with the quant & risk-management team of a multi-billion family office in Zurich. Nicolas started his career in 2006 as a quant analyst for ETH Zurich spin-off swissQuant

Nicolas Mirjolet graduated from CentraleSupélec in Paris (France) and holds a MSc in electrical engineering from the Swiss Federal Institute of Technology (ETH Zurich).

Bob Williamson

Vice President, Sales

Battea Class Action Services

For over 10 years Bob has been at Battea as Vice President of Sales whose firm’s sole focus is to recover monies due to institution investors from securities class action settlements.  Each year, hundreds of cases are settled globally, resulting in billions of dollars being available to damaged investors.  Through technology, years of experience and expertise, Battea has automated this time consuming, complex and error prone process uncovering and exhausting every opportunity while maximizing the investor’s recovery potential.   Prior to Battea, Bob has spent 20+ years in the financial services sector holding various roles and responsibilities.  Bob was Vice President of sales at Lava a subsidiary of CITI who provided, at the time, a suite of cutting edge products which included algorithmic trading, soft dollar services and order management systems. Bob was one of the original employees at NYFIX whose firm revolutionized the way wall street traded securities by implementing the first straight through processing electronic trading platform, utilizing the industry’s co-developed/shared user protocol called FIX.  Bob spent over 10+ years at Battea, eventually becoming Senior Vice President of Sales heading NYFIX’s order management division.  In his early years, he was the Regional Sales Manager for VBand, the world leader of a highly specialized telephony system used by institution trading operations worldwide. Bob earned a bachelor’s degree at Oneonta State University and spent a semester in Denmark attending the Denmark International Business Program.

Brad Crombie

Chief Executive Officer

Alquity Investment Management

Brad Crombie is Chief Executive Officer of Alquity, a specialist ESG and Impact investment manager. Previously Mr. Crombie was responsible for all Fixed Income and LDI investing as Global Head at Aberdeen Asset Management, now a part of Standard Life Aberdeen PLC, a FTSE 100-listed asset management company. In this role, he served on the company’s executive committee as well as a director of its principal UK operating subsidiaries. Prior to joining Aberdeen, Mr. Crombie was Managing Director and Head of EMEA Non-Financials Credit Research at Bank of America Merrill Lynch. He started his investing career in European High Yield.

In addition to the GRI, Mr. Crombie also serves on the Advisory Group on McGill University in the UK and Europe. From 2015 to 2018, Mr. Crombie was a founding member of the Advisory Council of the FICC Market Standards Board (FMSB), the body created following the UK’s Fair and Effective Markets Review (FEMR), and served on its Conduct & Ethics Sub-Committee.

He graduated from McGill University with a BA Degree in History and Political Science and an MA Degree in History and went on to read History in the PhD. programme at the University of Cambridge.

Sasha Polishchuk

Head of Business Development and Investors Relations

Carlisle Management Company S.C.A.

Oleksandra is one of the principles in charge of the Business Development and Investor Relations at Carlisle Management Company, a leading Life Settlements investment manager headquartered in Luxembourg with close to 2.5B USD in AUM. Carlisle is unusual among life settlement companies as it has been in the business since its early inception. Collectively, its principles boast a remarkable range and depth of ‘know–how’ in longevity – contingent assets, based on active participation in the secondary and tertiary life insurance markets. This background provides it with a strong network of global contacts, and allows it to build on an unrivalled expertise among life settlement providers, brokerages and capital market participants.

Oleksandra has served at Carlisle for more than 4 years, most recently, as one of Carlisle’s marketing directors, covering a diverse range of private and institutional investors across Europe and Middle East. She plays an integral role for the Company in further evaluating and leading a growing number of business development opportunities. Mrs Polishchuk brings close to a decade of international marketing and sales experience across FMCG, telco and financial services segments. She holds an EMBA from ESCP Business School.

David Vankka

President & Chief Financial Officer

ICM Asset Management

Mr. Vankka is the President & Chief Financial Officer of ICM Asset Management and the Chief Executive Officer of ICM Investment Management Inc. He is the Portfolio Manager on the ICM Crescendo Music Royalty Fund and the ICM Advantage Venture Capital Corporation.

Mr. Vankka joined ICM as a partner in 2017 and leads ICM’s diversified private equity platform. Mr. Vankka has 30 years of experience in investment banking, trading, and capital markets. He has been a Managing Director at several investment banks with extensive advisory experience in domestic and cross-border mergers & acquisitions, equity and debt origination, due diligence, structured product management, strategic planning, risk management, and proprietary trading. Mr. Vankka was a founder of global energy investment bank Tristone Capital which was ultimately sold to Macquarie Group and before that co-head and principal at Peters & Co. Limited. Mr. Vankka also was Vice President, Risk Management at Gluskin Sheff + Associates.

Mr. Vankka holds Chartered Financial Analyst, Chartered Professional Accountant, and Chartered Accountant designations. He is registered as Portfolio Manager with the Alberta Securities Commissions and holds a Bachelor of Commerce with distinction from the University of Calgary.

Carol Bezaire

Vice President, Tax, Estate & Strategic Philanthropy

Mackenzie Investments

Carol Bezaire is Vice President of Tax, Estate and Strategic Philanthropy at Mackenzie Investments, and one of Canada’s leading authorities on matters of tax and estate and charitable giving. She leads a team of six Tax and Estate Planning professionals and three Business Development experts, who all support and offer opportunities to help financial advisors stay well informed in an ever-changing marketplace. The Tax and Estate Planning team also provides support to Mackenzie’s new product initiatives in the area of tax efficiency and strategic philanthropy.

Prior to joining Mackenzie in 2004, Carol spent six years in a similar capacity at another Canadian mutual fund company. Carol also worked for a number of years as an advisor, providing financial and estate planning advice to high net worth individuals. In partnership with Sales, Carol and her team conduct numerous tax and estate planning seminars across the country with both advisors and investors.

Carol has designations as a Certified Financial Planner and Certified Life Underwriter. She is also a member of the Society of Tax and Estate Practitioners and the Canadian Tax Foundation.

Ian Whytock

Co-founder and Managing Partner

Tidal Venture Partners

Ian is Tidal’s Managing Partner and based in Halifax, Nova Scotia. Tidal is a pre-seed to seed venture fund that focuses on investing in the emerging ecosystem of Atlantic Canada. Prior to co-founding Tidal, Ian was a strategy consultant at a boutique management consultancy. His practice focus was on advising early-stage companies on their go-to-market, scale-up and business development strategies. He is a graduate of the VC Lab programme, the world’s leading VC fund manager accelerator, and the first graduate from Canada. Ian completed his BA in Philosophy at the University of King’s College, and went to do his graduate work at Stellenbosch University in South Africa, where his research focused on emerging market economy transitions.

Kerem Kolcuoglu

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.

Ralph Awrey

Director, Family Office, Canada

Stonehage Fleming

We are valued advisors to the world’s leading families and wealth creators. We manage and protect their wealth, often 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, across generations. This support can vary from a single standalone service to operating as a fully outsourced Family Office.  With a sixth 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.

Ralph is Director for Stonehage Fleming, based in Toronto. He has more than 20 years’ experience specialising in 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.

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 Royal Bank of Canada (RBC) through postings in Canada, Barbados, and the Cayman Islands where he also served on the Boards of RBC’s 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.

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.

Ryan Perillo

Head of Investments

KF Matheson Investment Holdings

Ryan Perillo is the Head of Investments for KF Matheson (KFM), a private family office for two successful Canadian entrepreneurs and business partners. KFM takes a long-term approach to investing and managing the accumulated wealth and philanthropic assets of the principals.

Prior to his current role, Ryan held progressive finance roles within the principal’s operating company Baylis Medical, culminating in playing a lead role in its successful 2021 cardiology division sale to Boston Scientific (BSX).

Before joining Baylis Medical, Ryan started his career in the financial services group at PwC, and went on to join a newly launched value investment fund as their second employee in a CCO/finance/operations role, which grew to ~$60m of AUM over his time with the firm.

Ryan holds a BBA from Lazaridis School of Business and Economics at Wilfrid Laurier University, where he graduated With Distinction. He also holds CPA, CA, and CFA designations.

Enzo Gabrielli

EVP & CFO

Horizon Capital Holdings

Enzo leads the family office of the Right Honourable Paul Martin. Enzo is a corporate executive of the holding company, Bromart Holdings Inc. Its main operating company is CSL Group (Canada Steamship Lines) which is the world’s largest commercial manager of self-unloading vessels. Bromart also holds Horizon Capital Holdings, a broad-based investment vehicle and management organization. Horizon’s primarily makes direct investments in private companies, with an intent to buy and hold for expansion and growth. Enzo is President of Horizon Real Estate Ltd, which holds various real estate investments in North America.

Vincent Zhou

Portfolio Manager – External Manager Selection

RedJay Asset Management

Vincent is a portfolio manager at Redjay Asset Management, a spin-out asset management firm from a Toronto based single family office. As a PM, he’s responsible for portfolio construction and manager selection for Redjay’s external funds program. Prior to joining Redjay in 2021, Vincent was a director at Alberta Teachers’ Retirement Fund where he was responsible for manager selection for the $2B absolute return program.

Vincent has a Mathematics degree from University of Waterloo. He’s also a CFA Charter holder.

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.

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.

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.

Richard Heller

Attorney

Cooper Family Office

Richard Heller, Esq, joined the Cooper Family Office following a lengthy career as an eminent attorney specializing in securities and investment alternatives. With his extensive background in investment law, he is a well-known speaker at family office events nationally and knows numerous family office principals and executives personally. Prior to taking his role as advisor to the Cooper Family Office, he was a partner in the New York office of Thompson Hine, a prestigious national law firm, for 17 years. During that time he served in the Investment Management and Family Office Services groups. As the head of the private funds and broker-dealer practices, he advised numerous hedge funds, private equity funds, funds of funds, broker-dealers, investment advisers and their sponsors and principals. Additionally, he represented family offices in diverse issues including their structure, management, and regulatory matters.

In private practice, Mr. Heller drafted hedge fund offering materials including exhibits relating to the transaction.  He rendered advice on activist solicitations. He defended clients in SEC and FINRA enforcement matters.  He also served as counsel of special committees for public companies as well as providing state securities “Blue Sky” advice.

Richard Heller has served on three consecutive terms on the Securities and Exchange Commission’s (“SEC”) Business Forum on Small Company Capital Formation which published recommendations to the White House. In addition, he served for 10 years as a Director of the Hedge Fund Association. He served as a director for several private companies. For the past 20 years Mr. Heller has been honored to serve as an Officer and Director of the NY Council of the Navy League of the United States.

​Recognized as a legal authority in his area, Mr. Heller is frequently called upon to participate in prominent Family Office and Investment Management Conferences and has often been called upon by the media to give quotes, opinions and interviews. The author of numerous papers, including “Emerging Developments in Hedge Fund Law,” Richard Heller received his BA with distinction in American Studies from Rutgers University and his law degree from Wake Forest University School of Law.  He Is a member of the New York Bar and has Court Admissions to the U.S. District Court for the Southern District of New York and the US Supreme Court.

Vishnu Amble

Founding Director, Investment Committee Member, and Trustee

GreenBear Group LLC

Vishnu also serves as a Director of the family office’s foundation focused on funding access to energy, education, healthcare, and climate change solutions in South and SE Asia. Vishnu has built his 20+ year career in investments and capital markets at the intersection of Technology, Infrastructure, Energy, and Sustainability with such companies as Saudi Aramco, E.ON, The Carlyle Group and Lehman Brothers.  Vishnu earned his Bachelor’s Degrees in Economics and Computer and Electrical Engineering from the University of Michigan – Ann Arbor.

Josh Roach

Managing Director

Meritage Group LLP

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.

Rahim Kassim-Lakha

Founder & Principal

Blue Sail Capital, Inc.

Founder & Principal, Blue Sail Capital, Inc. | Principal, Pyfera Growth Capital Corp. | Strategic Advisor, Max Resource Corporation, Storm Exploration Inc., Workforce Wellness.

Rahim Kassim-Lakha is a respected figure in the realm of financial strategy and investment management, with a distinguished career spanning multiple sectors over +25 years. He is acknowledged for his prudent investment approach, award winning fund manager, insightful advisory roles, and strategic foresight.

Shael Soberano

Chief Investment Officer

Sharno Group

Shael Soberano, CFA, Chief Investment Officer of Sharno Group Inc., brings the most current analytical tools and rigorous discipline to the financial analyses he utilizes in capital allocation decisions. Shael developed and refined his financial expertise as a securities analyst and principal investor across a wide array of alternative investments.

Most recently, 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 and leadership were integral in Vision Capital’s substantial AUM growth 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), and attended the SNL Real Estate REIT School in Chicago, Illinois.

Prathna Ramesh

VP Operations

FutureSight

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.

Tec Han

Chief Investment Officer

Vibrato Capital LLC

Tec is the Chief Investment Officer of Vibrato Capital LLC, a single family private investment office that oversees both tax-exempt and taxable portfolios. Prior to Vibrato Capital, Tec was a senior analyst for Clark Enterprises, the National Railroad Retirement Investment Trust, and Cambridge Associates. Mr. Han graduated from Vassar College with a B.A. in Economics and earned his M.B.A from the Johnson School of Management at Cornell University and the Smith School of Business at Queen’s University through the combined EMBA Americas Program.

Eric Nuttall

Partner, Senior Portfolio Manager

Ninepoint Partners

Matt Zabloski

Fund Manager & Chief Investment Officer

Delbrook Capital Advisors

Mr. Zabloski is the Founder and Portfolio Manager at Delbrook Capital Advisors, a firm dedicated to alternative strategies in the global materials sector. Mr. Zabloski has capital markets, investment research and portfolio management experience, beginning with Boston-based Fidelity Management and Research Company where he acted as a Portfolio Manager and Research Analyst.  In early 2008, he joined CI Investments to launch the CI Cambridge Advisors series of investment funds.  While with CI, Mr. Zabloski managed a growth-oriented portfolio and acted as a Senior Research Analyst for various investment funds.  Mr. Zabloski received an Honors BA and an MBA, both from the Richard Ivey School of Business at the University of Western Ontario.

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.

Neil Nisker

Co-Founder, CIO & Executive Chairman

Our Family Office

With investment management and wealth advisory experience dating back to 1972, Our Family Office’s Co-Founder, Executive Chairman and CIO enjoys a well-deserved reputation as a trusted and respected figure in the Canadian financial services industry. His keen intellect and deep expertise make him particularly well-qualified to revolutionize the shared family office segment in Canada and grow Our Family Office into the market-leading service provider and partner to the nation’s wealthiest families. Highlights of Neil’s career to date include:

• Fiera Capital Corporation: Neil was active with Fiera Capital Corporation, one of Canada’s largest investment managers, from 2006 to 2014, serving as the President of Fiera Private Wealth and as the company’s Executive Vice Chairman and a member of the company’s board of directors and governance committee.
• YMG Capital Management Inc.: Neil served as President of the YMG Private Wealth Management division from 2000 to 2006. Fiera Capital Corporation purchased YMG Capital Management in 2006.
• Nisker Associates, Strategic Wealth Management: From 1997 to 2000, Neil was the Chairman of Nisker Associates, Strategic Wealth Management, a Canadian registered investment counselling firm. It was acquired by YMG Capital Management in 2000.
• Best Investments International Inc.: In 1990, Sir John Templeton selected Neil to be one of the three managers of Best Investments International Inc., a global equity mutual fund he owned. Neil held this position until the fund was closed in 2000.
• Brown Baldwin Nisker Ltd.: For more than 25 years, Neil was a driving force behind Brown Baldwin Nisker. Through his diligence, the firm grew into one of the premier institutional brokerages in Canada. It was sold to HSBC Securities in 1988.

In addition, Neil has been the President of Privatech Investments Inc., an investment company headquartered in Toronto, Canada since 1994.

Volunteerism and Philanthropy Neil has been extensively involved in philanthropy and a range of activities, including acting as:

• Co-Chair of the UJA Federation of Greater Toronto, Annual Campaign  Co-Chair of the Baycrest Centre for Geriatric Care, Campaign
• Vice-Chair of the Mount Sinai Hospital Foundation and Chair of the Investment Committee  Chairman of The Jewish Foundation of Greater Toronto and Chair of the Investment Committee
• Co-Chair of the 2011 JFNA Investment Institute in Palm Beach, Florida
• Frequent speaker at Investment Conferences for family offices, and foundations and endowments

Stephen Harvey

Chief Investment Officer

Grayhawk Wealth

Stephen Harvey is the Chief Investment Officer of Grayhawk and manages the investment management functions at the firm. Stephen has over 20 years investing experience with roles in Toronto, London and New York. Most recently Stephen was the Chief Investment Officer of Titan Advisors, where he managed the investment committee and investment team. Prior to that he was a Partner at Saguenay Strathmore Capital, where he focused on risk management and portfolio construction. He started his career at the Ontario Teachers’ Pension Plan within their risk management group.

Steve Shepherd

Head of Canada

Capital Fund Management

Based in Toronto, Steve is responsible for investors in Canada and East Asia. He joined CFM in 2012 and spent nine years as Head of APAC in Tokyo and Sydney and three subsequent years as Head of APAC with Capstone Investment Advisors.

Prior to CFM, Steve was Senior Portfolio Manager in the hedge fund group at the CPPIB in Toronto, responsible for manager selection, active risk allocation, and portfolio analytics, following a stint as Head of Risk Management at a boutique rates fund, and several years in engineering and technology roles in Canada, Eastern Europe and the Middle East.

His academic background includes electrical engineering, finance and generative linguistics, with Masters degrees from McGill University and the University of Toronto. He is also a graduate member of the Australian Institute of Company Directors (AICD).

Priyanka Hindocha

Director – Family Office

Stonehage Fleming

Priyanka is a Director in the London based Family Office department of the multi-family office Stonehage Fleming. She supports high net worth families and entrepreneurs around the world with the strategic coordination of their affairs, with a particular focus on the development of governance and succession plans that give families the best chance of sustainable, intergenerational success. Working closely with Matthew Fleming (a fifth generation Fleming family member), she supports families with a process of articulating a purpose for their wealth as well as identifying risks to the successful preservation of the family and its wealth, ahead of implementing strategies to mitigate against those risks. Her responsibilities also include supporting the next generation of family members manage the responsibilities associated the privilege of significant wealth via mentoring, coaching and bespoke educational sessions

Prior to joining the Group, Priyanka was part of the Private Client Tax practice at Deloitte, focussed on international tax planning for high net worth individuals, families and their offshore structures. She holds a first class BA (Hons) degree in Modern Languages (French & Italian) from University College London and is a qualified Chartered Accountant (ACA) and Tax Adviser (CTA). In 2023 she was the winner of the Future Leader in Private Client Services category at the Spear’s Magazine Awards and was included in Citywealth’s NextGen Leaders Top 40 Under 40 List.

Harry Moore

Senior Client Portfolio Manager

Man AHL

Harry Moore is a Senior Client Portfolio Manager at Man AHL with principal responsibility for investor engagement, new product development, and communication of Man AHL’s strategies to clients.

Prior to joining Man AHL in 2019, Harry worked as a hedge fund analyst at Mercer, constructing fund of hedge fund portfolios across a broad mix of systematic and discretionary investment styles. Prior to that, he was an actuarial analyst focused on liability-driven investments and de-risking strategies for institutional clients. Before moving to focus on investments, Harry worked at Willis Towers Watson as a student actuary, managing liability models for pension schemes.

Harry holds a BSc (hons) in Economics from the University of Birmingham, is a Fellow of the Institute and Faculty of Actuaries (‘FIA’) and holds the Chartered Alternative Investment Analyst (‘CAIA’) qualification.

Nancy Bertrand

Managing Director and Head of Citi Private Bank, Canada

Citi Private Bank

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 52 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 20 years of capital markets experience. Prior to Citi, she practiced U.S. securities law at the global law firm, Shearman & Sterling LLP, 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 Institute’s Capital Markets Policy Committee and a member of CFA Institute’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 raising a teenage daughter.

Philippe Carpentier

Senior Fund Manager

Metori Capital Management

Philippe has been a quantitative fund manager at Lyxor since 2013, specialized in smart beta and quantitative fixed income. Prior to this, Philippe has been a quantitative researcher for the derivatives division of Société Générale from 2004 to 2013, applying his expertise to various asset classes. He started his career in 2003 at HSBC as a quant analyst in the model validation team. Philippe holds engineering degrees from Ecole Polytechnique and ENSAE, and a Master degree in applied mathematics from the University Paris VI (Jussieu).

Aaron Stern

Managing Partner & Chief Investment Officer

Converium Capital

Aaron Stern is a Managing Partner and the Chief Investment Officer of Converium Capital, a multi-strategy opportunistic investment manager headquartered in Montreal. Converium aims to deliver positive and uncorrelated returns regardless of macroeconomic conditions by investing in distressed and event-driven opportunities globally and across the capital structure. Prior to founding the firm, Aaron was a Partner and Managing Director at Fir Tree Partners, a multi-strategy investment firm founded by Jeffrey Tannenbaum. At Fir Tree, Aaron was responsible for distressed, special situations and event-driven investments globally where he successfully employed his contrarian idea selection in new areas for the firm, including sovereign and municipal debt, emerging markets and engagement opportunities in Europe and Asia. He most recently led an innovative restructuring of Puerto Rico’s Government Development Bank and a campaign to improve governance and shareholder returns at a recently privatized Japanese railway operator.

Prior to Fir Tree, Aaron held investment roles at O.S.S. Capital Management and Millennium Management. Before Millennium, he was an investment banking analyst in Credit Suisse’s Leveraged Finance and Restructuring groups.

He earned his bachelor’s degree in Commerce, with a Major in Accounting from McGill University, where he is a Global Expert and guest lecturer.

Stephanie Hickmott

Principal, Portfolio Manager

Leith Wheeler Investment Counsel Ltd.

Stephanie is a Portfolio Manager in Leith Wheeler’s Private Client Group in Toronto. She manages balanced and specialty asset class portfolios for private clients, family offices, and foundations. She began her post-graduate career in banking and finance with RBC, and later switched to wealth management in 2008. She was an Investment Counsellor  with BNY Mellon Wealth Management Advisory Services for eight years prior to joining Leith Wheeler in 2016. Stephanie volunteers as an investment committee member for the Humber River Hospital Foundation and works with the Anishnawbe Health Foundation on fundraising initiatives. She has an MBA from the Schulich School of Business (York University) and a BA Economics from McGill University.

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.