Nancy Bertrand

Managing Director Canada -Market Executive

Citi Private Bank, Canada

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

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

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

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

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

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.

Yahya Mahmoud

President

BNQ Group

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

Jon Palfrey

Managing Principal, Portfolio Manager – Head, Private Clients

Leith Wheeler Investment Counsel Ltd.

Jon joined Leith Wheeler in November 1996 following six years in real estate finance in Vancouver. Since then, he has helped build a large practice of private clients and their families along with charitable organizations across the country. Responsible for the strategic direction and management of the private client and foundation practice nationally, Jon has served on the the firm’s Board of Directors since 2006 and is proud to have opened Leith Wheeler offices in Calgary in 2011 and Toronto in 2016.

Jon graduated from the University of British Columbia in 1990 with a Bachelor of Commerce degree in Finance and Urban Land Economics. He has been a Chartered Financial Analyst (CFA®) charterholder since 1997 and a long time member of CFA Vancouver. Jon is the former Chair of Music in the Morning Concert Society and former Chair of the Professional Advisors Committee of the Vancouver Foundation. He volunteers on other charitable committees in the health care industry, and is passionate about helping private clients with their philanthrophic endeavours.

John Calcaterra

Senior Portfolio Analyst

Albourne Partners

John Calcaterra is a Senior Portfolio Analyst, based out of Albourne’s Connecticut office, whose main role is assisting clients with constructing both Hedge Fund, and Private Market portfolios, and the ongoing monitoring of those portfolios once they have been fully built out. Prior to joining Albourne in 2021, he served as the Senior Investment Analyst at The University of Connecticut Foundation, where in that role he functioned as a generalist. John has ten years of industry experience, is a CFA Charterholder, and holds a BA in Economics from Providence College (Providence, RI).

James Burron

Founding Partner

CAASA

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

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

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