Nimar Bangash

Co-Founder & CEO

Obsiido

Mr. Bangash is the Co-Founder and CEO of Obsiido, a Toronto based technology enabled investment platform partnering with Canadian wealth managers to invest across private equity, private credit, and real assets through pooled and bespoke investment structures. Obsiido specializes in sourcing and managing evergreen, semi-liquid private market investments on behalf of its wealth manager clients. Mr. Bangash has spent 15 years in the Canadian investment management industry. Prior to founding Obsiido, he led the investment products group at a TSX listed, multi-billion dollar asset manager. He holds degrees from Queen’s University and Wilfrid Laurier University and is a CAIA Charterholder.

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.

Mack Crawford

Co-Founder & CEO

Longridge Partners

Mack Crawford is the Co-Founder and CEO of Longridge Partners, a Toronto-based private investment firm focused on real estate and strategic ventures. Since founding the company in 2018, he has led its growth to more than 2,000 acres under management across the GTA, emphasizing sustainable development and nature-rich spaces.

Previously, Mack held senior leadership roles in the alternative investment industry, including Managing Director at SS&C CommonWealth and Co-CEO of Caledon Trust Company. He began his career as a Corporate Real Estate Advisor at Devencore and holds a Bachelor of Commerce degree from Queen’s University.

Guided by his passion for the outdoors, Mack’s philosophy is to “invest in good nature.” Outside of work, he enjoys travelling & spending time outdoors with his family and their dog, Carlton.

Jeff Szeto

CFO & Lead Investor

Avana Capital (Single Family Office) Alder Capital Sustainable Ventures (VC and PE firm)

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

Marcus Daniels

Founding Partner & CEO

Highline Beta

Marcus is Founding Partner & CEO of Highline Beta, a pre-seed VC and corporate venture studio that builds and funds new ventures from day one, earning global recognition as a leader in the venture studio model. With 26+ years as a serial tech entrepreneur and VC general partner, he has made 70+ investments and achieved a top-decile pre-seed track record with 12 exits.

Most recently, he co-founded Highline Beta ETH to harness Ethereum’s potential to reshape TradFi and Web3 innovation. He works closely with family offices to unlock new venture models that preserve wealth, capture asymmetric upside, and deliver exceptional blended returns.

Before Highline Beta, Marcus co-founded and led Highline VC as CEO, served as Managing Director of Extreme Startups, and built and scaled multiple successful digital product companies. A recognized ecosystem leader and global speaker, he also co-leads AI Salon Toronto and VNTR Toronto, a global investor network.

His academic background includes an MBA from Queen’s Smith School of Business, a BA in Psychology and Economics from McGill University, graduate studies in Finance and E-Commerce, and completed the Venture Capital Executive Program at UC Berkeley.

Sudharshan Sathiyamoorthy, 

Senior Quantitative Specialist

Star Mountain Capital

Sudharshan Sathiyamoorthy is Senior Quantitative Specialist at Star Mountain Capital. He brings nearly two decades of experience applying quantitative analysis to investment processes and manager research across alternative investments. Previously, he led Manager Diligence and served as Chair of the Investment Committee at Richter Family Office, where he oversaw due diligence on 50+ funds spanning private credit, private equity, and secondaries, and helped institutionalize the firm’s diligence framework. Earlier roles include developing and managing the external manager program at Alignvest Management Corporation and serving as an Associate Portfolio Manager at the Canada Pension Plan Investment Board, contributing to research and investments in insurance-linked securities and macro/multi-strategy managers. He began his alternatives career at DGAM (acquired by Carlyle) after roles at RBC Capital Markets. He holds a PhD in Physics from the University of Toronto and an MBA (Dean’s Honor List) from Ivey Business School.

Mark Perry

Managing Director

Wilshire

Mark Perry serves as Managing Director at Wilshire and oversees sourcing, due diligence, and investment monitoring for private markets sectors in the United States and Canada. As Chair of the Private Markets Manager Research and Investment Committees and portfolio manager for the Wilshire Private Assets Fund, Mr. Perry provides strategic guidance and leadership.

Before joining Wilshire in 2012, he held the position of Vice President at Centinela Capital Partners, where he gained extensive experience in investment strategies. His educational background includes a Bachelor of Science in Electrical Engineering and an MBA in Finance from the University of California, Los Angeles, as well as a Master’s in Electrical Engineering from Stanford University.

Chad Larson

Partner and Senior Portfolio Manager

Canaccord Genuity Wealth Management

Chad Larson is a distinguished leader in Wealth Management, celebrated for his strategic vision, client-focused approach, and innovation in alternative investing. After earning a Bachelor of Arts in Economics, Chad co-founded MLD Wealth Management in 2004 and today, he manages one of the largest multi-family offices in the country, serving high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients across Canada and globally. With countless accolades including being named one of the top 50 most influential individuals in the Canadian investment Industry, and most recently as Advisor of the Year – Alternative Investments by Wealth Professional, Chad’s expertise and dedication has earned him the trust of Canada’s most discerning investors.

Christophe Truong

Senior Director, Co-Investments

Trans-Canada Capital

Christophe is responsible for private market co-investments at TCC, investing in global private opportunities across private equity, private debt, real estate and infrastructure. Christophe joined TCC in 2009 to help with the build-out and management of the private equity and co-investment programs. His past experience includes positions at leading Canadian public and corporate pension plans plans as well as global consulting, banks, asset and wealth management firms in Montreal, Toronto and Paris. Christophe holds a Master of Business Administration from McGill University and a Bachelor of Commerce from Concordia University. He is also a CFA charterholder.

Tom Gillespie

Partner and Head of the Alliance Fund

Geodesic Capital

Tom Gillespie is a Partner and Head of the Alliance Fund at Geodesic Capital, focused on investing in early-stage Deep Tech companies in areas such as space, maritime, power and energy, and autonomous systems. Prior to joining Geodesic, he served for a number of years as a Managing Partner on In-Q-Tel’s Investment Team and Investment Lead for In-Tel’s Deep Tech practice, investing in commercial, venture capital-backed technologies with the potential to address challenges faced by the U.S. national security community.
He has had a particular focus on commercial space technology and has led investments in over twenty space technology ventures, including launch vehicles, remote sensing constellations, space situational awareness, in-space logistics, and satellite componentry investments. In addition to space deals, he has led investments in the areas of robotics, materials, power sources, and autonomous systems, as well as several analytics ventures.
Prior to In-Q-Tel, Tom was a strategy consultant at Booz Allen Hamilton, serving clients in the aerospace, financial services, and government (national security and defense) sectors. Earlier experience includes positions in international privatization and the United States Congress, where he focused on telecommunications, space, financial services, and foreign affairs issue areas.
Tom earned a B.A. in Economics from Stanford University, and an M.B.A. in Finance from the Wharton School of the University of Pennsylvania.

Jonathan Planté

Director, Capital Markets

Omnigence Asset Management

Jonathan Planté is the Head of Capital Formation at Omnigence Asset Management. He is a seasoned alternative investment professional with 18 years of experience and a US$20Bn+ fundraising track record across all alternative asset classes, securing capital from North American and European institutional investors. His expertise spans investment structuring, market expansion, and distribution strategy optimization. Prior to joining Omnigence, he held senior positions in the asset management industry, driving significant AUM growth. Alongside his professional career, Jonathan has been teaching alternative investments at HEC Montréal for 10 years, mentoring students and young professionals entering the asset management industry.

Jonathan holds a Graduate Diploma in Finance from HEC Montréal (Canada), a Master’s degree in International Business Development from ESC St-Étienne (France), and the Chartered Alternative Investment Analyst (CAIA) designation.

Greg Donovan

CEO

Avondale Private Capital

Greg has 17 years of credit-focused structuring, investing, and distribution experience, including 13 years in New York, London, and Toronto with a large Canadian firm. After founding Avondale four years ago to focus on niche underserved areas of middle market private credit and energy transition finance in North America, Avondale has grown to 22 professionals in Canada, the US and UK and has closed $500mm of credit transactions over the last 18 months.

Craig Machel

Portfolio Manager, Investment Advisor

Richardson Wealth

Craig empowers his clients to think differently about investing in order to ensure a positive impact in his clients’ financial circumstances. He works beyond traditional portfolio management in the equity and bond markets alone to include conservative and predictable alternative assets, offering more effective diversification and a benchmark that offers protection and peace of mind regardless of market conditions. Craig is a frequent commentator on alternative asset allocations for various media outlets, and a panelist and speaker at industry events.

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.

Darren Coleman

Senior Portfolio Manager

Raymond James

Darren Coleman started in the industry in 1992 and with Raymond James in 2012, providing comprehensive wealth services for a variety of clients. During this time, he has been managing brokerage offices, spearheading industry trends and leading his team at Portage Wealth to new territory.

Darren’s many professional accreditations include: Canadian Investment Manager, Financial Management Advisor and Fellow of the Canadian Securities Institute, with a Level II Life Insurance License and an Honours B.Comm from Ryerson University. He was one of the first Canadian professionals to attain the Professional Financial Planner, Certified Financial Planner and Certified Hedge Fund Specialist designations. Due to his success as an advisor in alternative investments, he was the first advisor to sit on committees for the Alternative Investment Management Association (AIMA), and on the Board for the Hedge Fund Association, as a member and an instructor.

An industry veteran before coming to Raymond James, Darren held management and advisor positions at major bank-owned brokerage and financial services firms. Through this experience, together with his involvement with industry boards, he has built a network of professional relationships with the industry’s top managers, firms and executives, through which he is able to offer his clients superior due diligence, access and insight.

Darren is considered a champion of Raymond James’ cross-border service offering and is among the Global Top 50 group of advisors within the firm across North America and the U.K.

He frequently speaks at conferences and educational events and currently sits on the Editorial Board for Advisor’s Edge Report for Canadian investment professionals, and is frequently interviewed for the Globe and Mail.

Prathna Ramesh

Partner

FutureSight Ventures

Prathna is an early-stage investor and operator in B2B SaaS companies. She is currently a Partner at SF & Toronto based FutureSight, a Vertical AI/B2B Saas firm that backs repeat entrepreneurs with an all-star team and formation capital. She is the former Managing Director of Maple Leaf Angels in Toronto, one of Canada’s most active angel networks, and served as GP of the MLA48 and Chief Compliance Officer. Prathna holds a Commerce degree from the Rotman School of Management, an Executive MBA from the Smith School of Business at Queens University and is an OSC licensed Exempt market professional.

Gavin Reiff

Vice-President, Real Estate Advisory

Richter Family Office

Gavin leads the Real Estate practice at Richter, managing its Real Estate Business Advisory and Investment Management services.

Gavin has real estate investment experience in both institutional private equity and public market environments. He has extensive investment transaction and management experience as a principal investor and a joint venture partner. Gavin is also a member of advisory boards for real estate investment funds.

Allan Perez

Co-Founder & Chief Executive Officer

CanFirst Capital Management

Allan Perez is a co-founder & Chief Executive Officer of CanFirst Capital Management, a private real estate equity firm. CanFirst invests on behalf of institutional and private high net worth investors and has raised in excess of $1.5 billion of equity capital since its inception. Allan’s real estate career encompasses 40 years of senior executive positions with real estate organizations including The Prudential Insurance Company of America, Canderel Ltd., Dundee Realty Corporation and V&A Properties. His responsibilities included acquisition and disposition, development, marketing, leasing, e-commerce and asset management.

Allan graduated from McGill University in 1980 with a Bachelor of Commerce degree where he majored in Finance and Marketing.

Tony Deegan

Senior Vice President, Capital Markets

Walton Global

As Senior Vice President, Capital Markets at Walton Global, Tony Deegan is responsible for sourcing new debt & equity capital for Walton and its investment vehicles, maintaining and growing client and partner relationships, and assisting in the execution of investment strategies in both Canada and throughout Latin America. Tony has held multiple executive level positions over his 24 years with Walton including COO for Walton for Southeast Asia out of Singapore in 2018 and 2019, President of Walton International Group Canada from 2015 to 2017 and positions in Business Development, Operations, Marketing, and Investor Relations

Fardan Ali

Vice President, Wealth Strategy & Advisor Enablement

Designed Wealth Management

Fardan is Vice President, Wealth Strategy & Advisor Enablement, where he works closely with advisors and leadership to develop platform strategy, investment solutions, and practice management initiatives that help advisory teams grow and serve clients more effectively. In his role, Fardan focuses on helping bridge the gap between investment managers, dealers, and advisory teams. His work includes evaluating investment solutions, supporting advisor education, and building initiatives that improve the advisor and client experience across the firm. Throughout his career, Fardan has conducted more than 200 branch audits, interviewed over 80 asset managers, and played a key role in hiring and developing talent. He is known for his practical approach to navigating regulation, product innovation, and advisor growth.

Joseph Bakish

Senior Wealth Advisor, Portfolio Manager

Manulife Wealth Inc.

Joseph Bakish is a Senior Wealth Advisor, Portfolio Manager at Manulife Wealth Inc. with over 20 years of experience in the field. Named Canada’s Top Under 40 Investment Advisors in 2020 by the Investment Industry Association of Canada (IIAC), Joseph Bakish has built his career by putting the best interests of his clients at the forefront of his objectives.  

Joseph recently joined Manulife Wealth to help expand their universe of alternative assets available for sale and to encourage the use and access of their capital markets team for retail investors. His experience at his previous firm, marked by an early adoption of alternative investments in portfolio construction,enables him to provide insight to the MW investment committee.

Bakish Wealth primarily deals with researchers and physicians as highlighted by the recent partnershipwith Heritage MD, a specialized advisory firm co-created with physician leadership to help physicians with their financial planning and asset allocation.

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.

Rodrigo Gordillo

President

ReSolve Asset Management

Rodrigo is President of ReSolve Global* as well as Co-Founder and portfolio manager of the Return Stacked® ETF suite. Rodrigo brings nearly two decades of investment industry experience, specializing in developing innovative and diversified systematic investment strategies to a global clientele.

His expertise has been focused on the advancement of Return Stacking, All-Terrain portfolio construction, Managed Futures, and Systematic Global Macro strategies. Rodrigo has made significant contributions to the investment community through a series of insightful whitepapers, the book Adaptive Asset Allocation, the ReSolve Riffs Investment Podcast and The Get Stacked Investment Podcast.

Rodrigo’s investment philosophy and approach are shaped by a journey that underscores the importance of resilience, adaptability, and a global perspective in mastering the complexities of dynamic markets.

Tom Johnston

Managing Director, Business Head Canada

iCapital Network

Tom joined iCapital in 2020 as Managing Director and Business Head for Canada, based in Toronto. In this role, he is responsible for iCapital’s expansion into the Canadian market, partnering with leading General Partners, alternative asset managers, and Canadian wealth channels, in addition to overall management of the Firm’s business in Canada.

Prior to joining iCapital, Tom was previously the President of CI Institutional and CEO of UBS Global Asset Management (Canada) and has had prior roles in the past with Invesco and RBC. He has extensive experience business strategy, sales and servicing (both wealth and institutional) and new product development including a wide range of asset classes including alternatives. In addition to these roles Tom has also been a Chief Operating Officer, Chief Compliance Officer and General Counsel.

Tom is a trusted industry leader and has was the Vice Chair and board member of the Portfolio Management Association of Canada (PMAC) and previously (3 years) was also Chair of its Industry Regulations and Tax Working Committee. Tom earned a BA in History and Political Science from the University of Western Ontario and a Bachelor of Laws (LLB) from the University of Windsor. He remains a member of the Ontario Bar in good standing.

Jesse Kaufman

The Founder and CEO of Honest Advice Inc., Jesse Kaufman started his company with the goal of providing the truthful, professional, unconflicted advice investors have always wanted but were unable to get. He helps people sort through the noise that masquerades as advice, and shares exactly what they need to know and do to be successful in reaching their goals.

Jesse has over two decades of experience in wealth management as an investment advisor and portfolio manager for 13 years, an independent auditor of investment advisors’ work, the Chief Investment Analyst at an independent wealth management firm, and a consultant at a major Canadian bank where he taught investment advisors how to do better work for their clients.

Holding a B.A. from York University, Jesse is a Chartered Alternative Investment Analyst, Chartered Investment Manager, Accredited Investment Fiduciary, and a Fellow of the Canadian Securities Institute. Known for his expertise in portfolio construction and alternative investments, he was named Best Advisor in the Country for Alternative Investment Expertise at the Canadian Wealth Professional Awards in 2016 and again in 2017.

A long-time advocate for investor rights, protection, and education, Jesse’s life’s work and purpose is empowering people with everything they need to make sound investment decisions and live more meaningful, purposeful lives for the benefit of their families and communities.

Guillaume Lavoie

Partner

Torys

Guillaume regularly represents fund managers and institutional investors on private fund formation matters, especially in connection with structuring open-ended and closed-ended private equity, infrastructure, debt, royalty and venture capital funds. His expertise on funds covers both institutional and retail products. He is notably one of leading experts in the country on access funds and other retail funds investing in alternative illiquid asset classes and with respect to rated-note feeder structures. He further has developed significant experience with the structuring of impact funds and other types of funds with an ESG focus or investment strategy. He also has significant experience representing nationally and internationally recognized private equity and institutional firms in private M&A transactions and equity deals across many sectors.

Craig Machel

Portfolio Manager, Investment Advisor

Richardson Wealth

Craig encourages his clients to think differently about investing in order to ensure a positive impact in his clients’ financial circumstances.  He works beyond traditional portfolio management in the equity and bond markets alone and which includes alternative assets, offering more effective diversification and a benchmark that offers protection and peace of mind regardless of market conditions.  Craig is a frequent commentator on wealth management practices for various media outlets, and a panelist and speaker at industry events.

Allan Seychuk

Vice President & Senior Investment Director, Alternatives

Mackenzie Investments

Allan Seychuk is Vice President and Senior Investment Director and leads Mackenzie’s AlternativesTeam. In this role, Allan is responsible for product strategy and investment communications for Mackenzie’s suite of Alternative Products. Prior to the launch Mackenzie’s Alts business in 2019, Allan was the Senior Investment Director responsible for Mackenzie’s Multi-Asset Solutions.

Allan joined Mackenzie in June 2015 from Mercer Global Investments, Mercer’s multi-asset, multi-manager outsourced investments business, where Allan was the Head of Client Service for Mercer’s Institutional clients across Canada.

Prior to Mercer, Allan spent seven years with Phillips, Hager & North Investment Management, where he was an Institutional Client Portfolio Manager and was responsible for macroeconomic research, asset allocation and investment strategy. Allan began his investment career as an Economist with RBC, where he conducted research and gave presentations on global macro and financial market developments.

Allan has undergraduate and graduate degrees in Economics from Queen’s University and the University of Toronto respectively, and is a CFA Charterholder.

Mark Shore

Director and Economist

CME Group

Dr. Mark Shore, Director, and Economist at the CME Group. He is responsible for generating economic analysis on global financial markets by identifying emerging trends, evaluating economic factors, and forecasting their potential impact on CME Group’s various asset classes. He is a well-known alternative investment expert with over 30 years of experience in capital markets. He is also an adjunct professor at DePaul University.

Previous positions include full-time finance faculty and executive director of the Arditti Center for Risk Management at DePaul University, director of Coquest Institute at Coquest Advisors, head of risk at Octane Research, and chief operating officer of VK Capital, a wholly owned Morgan Stanley commodity trading advisor (CTA) business unit.

He conducts educational workshops, webinars, and is frequently invited to speak at industry and academic conferences. Mark has contributed research to several global organizations on volatility, macroeconomics, commodities, asset allocation, due diligence, and alternative investments.

Mark received his Doctorate in Business Administration (DBA) from DePaul University with his dissertation topic related to alternative investments. He received his MBA from the University of Chicago

Benjamin Sinclair

Investment Advisor and Associate Portfolio Manager

Designed Wealth Management

Benjamin Sinclair, CFA, CAIA is an Investment Advisor and Associate Portfolio Manager at Designed Securities. Previously he was a research analyst, having spent nine years covering equities in the financial services sector for a mid-sized wealth manager. Ben also runs a newsletter and podcast at www.BeyondTheExchange.ca, both focused on helping investors deepen their understanding of alternative investments.

Ash Tahbazian

Head of Business Development, North America

3iQ Corp.

Scott Starratt

Senior Portfolio Manager

Canaccord Genuity Wealth Management

Scott Starratt is a CERTIFIED FINANCIAL PLANNER (CFP®), Chartered Investment Manager (CIM), and Family Enterprise Advisor (FEA). He earned his Bachelor of Commerce from the University of Alberta in 1993, majoring in Finance, Game Theory, and Chemistry, and brings more than 30 years of experience in the financial services industry.

As Senior Portfolio Manager, Scott leads the investment team with a total-portfolio perspective, overseeing portfolio construction, manager selection, and rigorous due diligence across both traditional and alternative investment strategies. He is deeply involved in evaluating private, hedged, and non-correlated investments, with a focus on downside risk management, capital preservation, and improving portfolio resilience across market cycles.

Scott takes a hands-on approach to manager research, regularly engaging directly with investment teams to assess not only performance and process, but also risk controls, alignment of interests, and decision-making under pressure.

In addition, Scott is frequently featured in Wealth Professional and is a regular speaker and panel moderator at industry events, where he shares practical, experience-driven perspectives on alternative portfolio construction, risk management, and long-term investing.

Mark A. Tower

Executive Director, Head of Business Development & Investor Relations

Asset Management One USA Inc.

Mr. Tower is a senior institutional sales and marketing professional with over 25 years of experience in the alternative investment industry. Mr. Tower joined Asset Management One USA Inc. “AMO USA” in September of 2023 to lead the business development and investor relations functions. Prior to joining AMO USA, Mr. Tower was Director of North American Business Development at Lyxor Asset Management Inc. where he was focused on developing and maintaining client relationships across all verticals in the United States and Canada from December 2015 until September 2023. Since 2004 Mr. Tower has also built and grown institutional sales for UBP Asset Management, Rock Maple Funds, and Muirfield Capital Management. Mr. Tower began his career at Orbitex Group of Funds and REFCO Alternative Investments in sales and marketing roles.

Mr. Tower has a Bachelor of Arts from Boston College.

Brian Wong

Executive Director, Investment Product Research

Morgan Stanley Wealth Management Canada Inc.

As part of the product team at Morgan Stanley Wealth Management Canada (MSWC), Brian is responsible for conducting initial and ongoing due diligence on various investment products including mutual funds, ETFs, SMAs and alternatives. He works closely with internal and external partners to build out the MSWC Alternative Investment product shelf and the Managed Account Program at MSWC. Prior to joining Morgan Stanley in 2022, Brian spent over seven years at BMO Nesbitt Burns as a Supervising Portfolio Manager, working closely with discretionary Portfolio Managers. Brian started his career in Singapore as a Futures/FX broker and spent over eight years managing Fund of Hedge Funds portfolios for multi-family office and HNW clients at various firms. Brian holds a Bachelor of Business degree from the Nanyang Technological University (Singapore) and is a Chartered Financial Analyst.

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.

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.

Charlie Morris

Co-founder and Managing Partner

CMCC Global

Charlie is the co-founder of CMCC Global. CMCC Global was founded in 2016 and is one of Asia’s first venture capital companies focused solely on blockchain investments. The company now has offices in both Asia and North America and offers three different investment products: Digital Asset Fund (tokens), SyzCrest (fund of quant funds) and Titan Fund (equity VC).

Charlie was previously the CIO at a blockchain VC firm as well as a management consultant in London and software engineer in Hong Kong. He is an expert Blockchain Adviser for Chinese investment company, CLSA and was an Ethereum ICO investor in 2014. Charlie holds a PPE degree from Oxford University.

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, Digital Euro Association Expert and Global Blockchain Business Council Ambassador. She is currently completing her Doctorate in Emerging Technology with a specialization in AI at Golden Gate University in San Francisco.

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.

James Emerson

Manager, Digital Asset CoE

KPMG

James is a Manager in KPMG’s Digital Asset Center of Excellence based in Toronto and he has a deep understanding of blockchain networks, digital assets and risks & controls. He has been actively involved in the Digital Asset space since 2017 and bring over 8 years of audit and advisory experience focused on supporting large publicly traded crypto funds, private financial institutions and crypto-native companies.
He specializes in the financial technology industry and has led complex crypto financial statement audits for Digital Asset exchange and broker clients. He also advises clients with their Digital Asset strategy and implementations, vendor assessments, SOC reviews, identification and evaluation of controls and risks. He has also been responsible for overseeing the development of several in house crypto specific audit tools and has delivered several externally facing educational workshops on global Digital Asset regulations.
He is certified on Chainalysis Reactor and is an Elliptic Specialist Investigator and has performed on chain digital asset investigations and wallet risk rating analysis using these blockchain analytics tools for a number of audit clients and select advisory clients.

Ronald C. Landry

Vice President, Head of Segment Solutions and Canadian ETF Services

CIBC Mellon

As Vice President, Head of Segment Solutions and Canadian ETF Services at CIBC Mellon, Ron leads a team responsible for developing products and solutions that meet the sophisticated and evolving needs of CIBC Mellon’s clients.