Geoff Dover

President & Chief Investment Officer

Heirloom Investment Management

Geoff is the Chief Investment Officer of Heirloom, which offers institutional-quality investment solutions to families, ultra-high-net-worth individuals and small institutions. Originating as a single family office, Heirloom now offers its award-winning investment approach via managed accounts, individual co-investment opportunities and a bespoke Outsourced Chief Investment Officer service. For larger clients, this bespoke approach includes acting as either discretionary manager or advisor to deliver fully individualized mandates, including the incorporation of ethical or impact frameworks.

Heirloom has consistently outperformed its objectives by deploying a cross-asset, macro-thematic investment strategy that allocates capital to long-term, low-risk, secular trends, as well as market dislocations

Gleb Sivitsky

Associate Portfolio Manager

Mackenzie Investments

Gleb Sivitsky joined Mackenzie in May 2014 and is an Associate Portfolio Manager on the Mackenzie Multi-Asset Strategies Team. Gleb’s primary responsibilities include: systematic alpha research, strategic asset allocation and performance analysis. His research is implemented on over 20 billion CAD of assets from traditional mutual funds to alternative products. Gleb completed his Master of Financial Economics (MFE) in 2015 from the University of Toronto, graduating as the top student in his class while employed at Mackenzie. Gleb completed a double degree in 2012 – Bachelor’s Degree in Mathematics with distinction from the University of Waterloo and a Bachelor’s Degree in Business Administration, from Wilfrid Laurier University. Gleb is a CFA Charterholder and holds the Chartered Alternative Investment Analyst designation (CAIA). Gleb is co-author of an article “Asset Allocation and Factor Investing: An Integrated Approach” published in the Journal of Portfolio Management in April 2018.

Keith Black

Managing Director, Curriculum & Exams

CAIA

Keith Black has over twenty-five years of financial market experience, serving approximately half of that time as an academic and half as a trader and consultant to institutional investors. He currently serves as Managing Director of Curriculum and Exams for the CAIA Association. During his most recent role at Ennis Knupp + Associates, Keith advised foundations, endowments and pension funds on their asset allocation and manager selection strategies in hedge funds, commodities, and managed futures. Prior experience includes commodities derivatives trading, stock options research and CBOE floor trading, and building quantitative stock selection models for mutual funds and hedge funds. Dr. Black previously served as an assistant professor and senior lecturer at the Illinois Institute of Technology.

He contributes regularly to The CFA Digest, and has published in The Journal of Wealth Management, The Journal of Trading, The Journal of Investing, and The Journal of Alternatives Investments, among others. He is the author of the book “Managing a Hedge Fund,” as well as co-author of the 2012 and 2015/2016 second and third editions of the CAIA Level I and Level II textbooks. Dr. Black was named to the Institutional Investor magazine’s list of “Rising Stars of Hedge Funds” in 2010.

Dr. Black earned a BA from Whittier College, an MBA for Carnegie Mellon University, and a PhD from the Illinois Institute of Technology. He has earned the Chartered Financial Analyst (CFA) designation and was a member of the inaugural class of the Chartered Alternative Investment Analyst (CAIA) candidates.

Geoff Dover

President & Chief Investment Officer

Heirloom Investment Management

Geoff is the Chief Investment Officer of Heirloom, which offers institutional-quality investment solutions to families, ultra-high-net-worth individuals and small institutions. Originating as a single family office, Heirloom now offers its award-winning investment approach via managed accounts, individual co-investment opportunities and a bespoke Outsourced Chief Investment Officer service. For larger clients, this bespoke approach includes acting as either discretionary manager or advisor to deliver fully individualized mandates, including the incorporation of ethical or impact frameworks.

Heirloom has consistently outperformed its objectives by deploying a cross-asset, macro-thematic investment strategy that allocates capital to long-term, low-risk, secular trends, as well as market dislocations

Gleb Sivitsky

Associate Portfolio Manager

Mackenzie Investments

Gleb Sivitsky joined Mackenzie in May 2014 and is an Associate Portfolio Manager on the Mackenzie Multi-Asset Strategies Team. Gleb’s primary responsibilities include: systematic alpha research, strategic asset allocation and performance analysis. His research is implemented on over 20 billion CAD of assets from traditional mutual funds to alternative products. Gleb completed his Master of Financial Economics (MFE) in 2015 from the University of Toronto, graduating as the top student in his class while employed at Mackenzie. Gleb completed a double degree in 2012 – Bachelor’s Degree in Mathematics with distinction from the University of Waterloo and a Bachelor’s Degree in Business Administration, from Wilfrid Laurier University. Gleb is a CFA Charterholder and holds the Chartered Alternative Investment Analyst designation (CAIA). Gleb is co-author of an article “Asset Allocation and Factor Investing: An Integrated Approach” published in the Journal of Portfolio Management in April 2018.

Keith Black

Managing Director, Curriculum & Exams

CAIA

Keith Black has over twenty-five years of financial market experience, serving approximately half of that time as an academic and half as a trader and consultant to institutional investors. He currently serves as Managing Director of Curriculum and Exams for the CAIA Association. During his most recent role at Ennis Knupp + Associates, Keith advised foundations, endowments and pension funds on their asset allocation and manager selection strategies in hedge funds, commodities, and managed futures. Prior experience includes commodities derivatives trading, stock options research and CBOE floor trading, and building quantitative stock selection models for mutual funds and hedge funds. Dr. Black previously served as an assistant professor and senior lecturer at the Illinois Institute of Technology.

He contributes regularly to The CFA Digest, and has published in The Journal of Wealth Management, The Journal of Trading, The Journal of Investing, and The Journal of Alternatives Investments, among others. He is the author of the book “Managing a Hedge Fund,” as well as co-author of the 2012 and 2015/2016 second and third editions of the CAIA Level I and Level II textbooks. Dr. Black was named to the Institutional Investor magazine’s list of “Rising Stars of Hedge Funds” in 2010.

Dr. Black earned a BA from Whittier College, an MBA for Carnegie Mellon University, and a PhD from the Illinois Institute of Technology. He has earned the Chartered Financial Analyst (CFA) designation and was a member of the inaugural class of the Chartered Alternative Investment Analyst (CAIA) candidates.

Geoff Dover

President & Chief Investment Officer

Heirloom Investment Management

Geoff is the Chief Investment Officer of Heirloom, which offers institutional-quality investment solutions to families, ultra-high-net-worth individuals and small institutions. Originating as a single family office, Heirloom now offers its award-winning investment approach via managed accounts, individual co-investment opportunities and a bespoke Outsourced Chief Investment Officer service. For larger clients, this bespoke approach includes acting as either discretionary manager or advisor to deliver fully individualized mandates, including the incorporation of ethical or impact frameworks.

Heirloom has consistently outperformed its objectives by deploying a cross-asset, macro-thematic investment strategy that allocates capital to long-term, low-risk, secular trends, as well as market dislocations

Gleb Sivitsky

Associate Portfolio Manager

Mackenzie Investments

Gleb Sivitsky joined Mackenzie in May 2014 and is an Associate Portfolio Manager on the Mackenzie Multi-Asset Strategies Team. Gleb’s primary responsibilities include: systematic alpha research, strategic asset allocation and performance analysis. His research is implemented on over 20 billion CAD of assets from traditional mutual funds to alternative products. Gleb completed his Master of Financial Economics (MFE) in 2015 from the University of Toronto, graduating as the top student in his class while employed at Mackenzie. Gleb completed a double degree in 2012 – Bachelor’s Degree in Mathematics with distinction from the University of Waterloo and a Bachelor’s Degree in Business Administration, from Wilfrid Laurier University. Gleb is a CFA Charterholder and holds the Chartered Alternative Investment Analyst designation (CAIA). Gleb is co-author of an article “Asset Allocation and Factor Investing: An Integrated Approach” published in the Journal of Portfolio Management in April 2018.

Keith Black

Managing Director, Curriculum & Exams

CAIA

Keith Black has over twenty-five years of financial market experience, serving approximately half of that time as an academic and half as a trader and consultant to institutional investors. He currently serves as Managing Director of Curriculum and Exams for the CAIA Association. During his most recent role at Ennis Knupp + Associates, Keith advised foundations, endowments and pension funds on their asset allocation and manager selection strategies in hedge funds, commodities, and managed futures. Prior experience includes commodities derivatives trading, stock options research and CBOE floor trading, and building quantitative stock selection models for mutual funds and hedge funds. Dr. Black previously served as an assistant professor and senior lecturer at the Illinois Institute of Technology.

He contributes regularly to The CFA Digest, and has published in The Journal of Wealth Management, The Journal of Trading, The Journal of Investing, and The Journal of Alternatives Investments, among others. He is the author of the book “Managing a Hedge Fund,” as well as co-author of the 2012 and 2015/2016 second and third editions of the CAIA Level I and Level II textbooks. Dr. Black was named to the Institutional Investor magazine’s list of “Rising Stars of Hedge Funds” in 2010.

Dr. Black earned a BA from Whittier College, an MBA for Carnegie Mellon University, and a PhD from the Illinois Institute of Technology. He has earned the Chartered Financial Analyst (CFA) designation and was a member of the inaugural class of the Chartered Alternative Investment Analyst (CAIA) candidates.

Geoff Dover

President & Chief Investment Officer

Heirloom Investment Management

Geoff is the Chief Investment Officer of Heirloom, which offers institutional-quality investment solutions to families, ultra-high-net-worth individuals and small institutions. Originating as a single family office, Heirloom now offers its award-winning investment approach via managed accounts, individual co-investment opportunities and a bespoke Outsourced Chief Investment Officer service. For larger clients, this bespoke approach includes acting as either discretionary manager or advisor to deliver fully individualized mandates, including the incorporation of ethical or impact frameworks.

Heirloom has consistently outperformed its objectives by deploying a cross-asset, macro-thematic investment strategy that allocates capital to long-term, low-risk, secular trends, as well as market dislocations

Gleb Sivitsky

Associate Portfolio Manager

Mackenzie Investments

Gleb Sivitsky joined Mackenzie in May 2014 and is an Associate Portfolio Manager on the Mackenzie Multi-Asset Strategies Team. Gleb’s primary responsibilities include: systematic alpha research, strategic asset allocation and performance analysis. His research is implemented on over 20 billion CAD of assets from traditional mutual funds to alternative products. Gleb completed his Master of Financial Economics (MFE) in 2015 from the University of Toronto, graduating as the top student in his class while employed at Mackenzie. Gleb completed a double degree in 2012 – Bachelor’s Degree in Mathematics with distinction from the University of Waterloo and a Bachelor’s Degree in Business Administration, from Wilfrid Laurier University. Gleb is a CFA Charterholder and holds the Chartered Alternative Investment Analyst designation (CAIA). Gleb is co-author of an article “Asset Allocation and Factor Investing: An Integrated Approach” published in the Journal of Portfolio Management in April 2018.

Keith Black

Managing Director, Curriculum & Exams

CAIA

Keith Black has over twenty-five years of financial market experience, serving approximately half of that time as an academic and half as a trader and consultant to institutional investors. He currently serves as Managing Director of Curriculum and Exams for the CAIA Association. During his most recent role at Ennis Knupp + Associates, Keith advised foundations, endowments and pension funds on their asset allocation and manager selection strategies in hedge funds, commodities, and managed futures. Prior experience includes commodities derivatives trading, stock options research and CBOE floor trading, and building quantitative stock selection models for mutual funds and hedge funds. Dr. Black previously served as an assistant professor and senior lecturer at the Illinois Institute of Technology.

He contributes regularly to The CFA Digest, and has published in The Journal of Wealth Management, The Journal of Trading, The Journal of Investing, and The Journal of Alternatives Investments, among others. He is the author of the book “Managing a Hedge Fund,” as well as co-author of the 2012 and 2015/2016 second and third editions of the CAIA Level I and Level II textbooks. Dr. Black was named to the Institutional Investor magazine’s list of “Rising Stars of Hedge Funds” in 2010.

Dr. Black earned a BA from Whittier College, an MBA for Carnegie Mellon University, and a PhD from the Illinois Institute of Technology. He has earned the Chartered Financial Analyst (CFA) designation and was a member of the inaugural class of the Chartered Alternative Investment Analyst (CAIA) candidates.

Geoff Dover

President & Chief Investment Officer

Heirloom Investment Management

Geoff is the Chief Investment Officer of Heirloom, which offers institutional-quality investment solutions to families, ultra-high-net-worth individuals and small institutions. Originating as a single family office, Heirloom now offers its award-winning investment approach via managed accounts, individual co-investment opportunities and a bespoke Outsourced Chief Investment Officer service. For larger clients, this bespoke approach includes acting as either discretionary manager or advisor to deliver fully individualized mandates, including the incorporation of ethical or impact frameworks.

Heirloom has consistently outperformed its objectives by deploying a cross-asset, macro-thematic investment strategy that allocates capital to long-term, low-risk, secular trends, as well as market dislocations

Gleb Sivitsky

Associate Portfolio Manager

Mackenzie Investments

Gleb Sivitsky joined Mackenzie in May 2014 and is an Associate Portfolio Manager on the Mackenzie Multi-Asset Strategies Team. Gleb’s primary responsibilities include: systematic alpha research, strategic asset allocation and performance analysis. His research is implemented on over 20 billion CAD of assets from traditional mutual funds to alternative products. Gleb completed his Master of Financial Economics (MFE) in 2015 from the University of Toronto, graduating as the top student in his class while employed at Mackenzie. Gleb completed a double degree in 2012 – Bachelor’s Degree in Mathematics with distinction from the University of Waterloo and a Bachelor’s Degree in Business Administration, from Wilfrid Laurier University. Gleb is a CFA Charterholder and holds the Chartered Alternative Investment Analyst designation (CAIA). Gleb is co-author of an article “Asset Allocation and Factor Investing: An Integrated Approach” published in the Journal of Portfolio Management in April 2018.

Keith Black

Managing Director, Curriculum & Exams

CAIA

Keith Black has over twenty-five years of financial market experience, serving approximately half of that time as an academic and half as a trader and consultant to institutional investors. He currently serves as Managing Director of Curriculum and Exams for the CAIA Association. During his most recent role at Ennis Knupp + Associates, Keith advised foundations, endowments and pension funds on their asset allocation and manager selection strategies in hedge funds, commodities, and managed futures. Prior experience includes commodities derivatives trading, stock options research and CBOE floor trading, and building quantitative stock selection models for mutual funds and hedge funds. Dr. Black previously served as an assistant professor and senior lecturer at the Illinois Institute of Technology.

He contributes regularly to The CFA Digest, and has published in The Journal of Wealth Management, The Journal of Trading, The Journal of Investing, and The Journal of Alternatives Investments, among others. He is the author of the book “Managing a Hedge Fund,” as well as co-author of the 2012 and 2015/2016 second and third editions of the CAIA Level I and Level II textbooks. Dr. Black was named to the Institutional Investor magazine’s list of “Rising Stars of Hedge Funds” in 2010.

Dr. Black earned a BA from Whittier College, an MBA for Carnegie Mellon University, and a PhD from the Illinois Institute of Technology. He has earned the Chartered Financial Analyst (CFA) designation and was a member of the inaugural class of the Chartered Alternative Investment Analyst (CAIA) candidates.

Geoff Dover

President & Chief Investment Officer

Heirloom Investment Management

Geoff is the Chief Investment Officer of Heirloom, which offers institutional-quality investment solutions to families, ultra-high-net-worth individuals and small institutions. Originating as a single family office, Heirloom now offers its award-winning investment approach via managed accounts, individual co-investment opportunities and a bespoke Outsourced Chief Investment Officer service. For larger clients, this bespoke approach includes acting as either discretionary manager or advisor to deliver fully individualized mandates, including the incorporation of ethical or impact frameworks.

Heirloom has consistently outperformed its objectives by deploying a cross-asset, macro-thematic investment strategy that allocates capital to long-term, low-risk, secular trends, as well as market dislocations

Gleb Sivitsky

Associate Portfolio Manager

Mackenzie Investments

Gleb Sivitsky joined Mackenzie in May 2014 and is an Associate Portfolio Manager on the Mackenzie Multi-Asset Strategies Team. Gleb’s primary responsibilities include: systematic alpha research, strategic asset allocation and performance analysis. His research is implemented on over 20 billion CAD of assets from traditional mutual funds to alternative products. Gleb completed his Master of Financial Economics (MFE) in 2015 from the University of Toronto, graduating as the top student in his class while employed at Mackenzie. Gleb completed a double degree in 2012 – Bachelor’s Degree in Mathematics with distinction from the University of Waterloo and a Bachelor’s Degree in Business Administration, from Wilfrid Laurier University. Gleb is a CFA Charterholder and holds the Chartered Alternative Investment Analyst designation (CAIA). Gleb is co-author of an article “Asset Allocation and Factor Investing: An Integrated Approach” published in the Journal of Portfolio Management in April 2018.

Keith Black

Managing Director, Curriculum & Exams

CAIA

Keith Black has over twenty-five years of financial market experience, serving approximately half of that time as an academic and half as a trader and consultant to institutional investors. He currently serves as Managing Director of Curriculum and Exams for the CAIA Association. During his most recent role at Ennis Knupp + Associates, Keith advised foundations, endowments and pension funds on their asset allocation and manager selection strategies in hedge funds, commodities, and managed futures. Prior experience includes commodities derivatives trading, stock options research and CBOE floor trading, and building quantitative stock selection models for mutual funds and hedge funds. Dr. Black previously served as an assistant professor and senior lecturer at the Illinois Institute of Technology.

He contributes regularly to The CFA Digest, and has published in The Journal of Wealth Management, The Journal of Trading, The Journal of Investing, and The Journal of Alternatives Investments, among others. He is the author of the book “Managing a Hedge Fund,” as well as co-author of the 2012 and 2015/2016 second and third editions of the CAIA Level I and Level II textbooks. Dr. Black was named to the Institutional Investor magazine’s list of “Rising Stars of Hedge Funds” in 2010.

Dr. Black earned a BA from Whittier College, an MBA for Carnegie Mellon University, and a PhD from the Illinois Institute of Technology. He has earned the Chartered Financial Analyst (CFA) designation and was a member of the inaugural class of the Chartered Alternative Investment Analyst (CAIA) candidates.

Geoff Dover

President & Chief Investment Officer

Heirloom Investment Management

Geoff is the Chief Investment Officer of Heirloom, which offers institutional-quality investment solutions to families, ultra-high-net-worth individuals and small institutions. Originating as a single family office, Heirloom now offers its award-winning investment approach via managed accounts, individual co-investment opportunities and a bespoke Outsourced Chief Investment Officer service. For larger clients, this bespoke approach includes acting as either discretionary manager or advisor to deliver fully individualized mandates, including the incorporation of ethical or impact frameworks.

Heirloom has consistently outperformed its objectives by deploying a cross-asset, macro-thematic investment strategy that allocates capital to long-term, low-risk, secular trends, as well as market dislocations

Gleb Sivitsky

Associate Portfolio Manager

Mackenzie Investments

Gleb Sivitsky joined Mackenzie in May 2014 and is an Associate Portfolio Manager on the Mackenzie Multi-Asset Strategies Team. Gleb’s primary responsibilities include: systematic alpha research, strategic asset allocation and performance analysis. His research is implemented on over 20 billion CAD of assets from traditional mutual funds to alternative products. Gleb completed his Master of Financial Economics (MFE) in 2015 from the University of Toronto, graduating as the top student in his class while employed at Mackenzie. Gleb completed a double degree in 2012 – Bachelor’s Degree in Mathematics with distinction from the University of Waterloo and a Bachelor’s Degree in Business Administration, from Wilfrid Laurier University. Gleb is a CFA Charterholder and holds the Chartered Alternative Investment Analyst designation (CAIA). Gleb is co-author of an article “Asset Allocation and Factor Investing: An Integrated Approach” published in the Journal of Portfolio Management in April 2018.

Keith Black

Managing Director, Curriculum & Exams

CAIA

Keith Black has over twenty-five years of financial market experience, serving approximately half of that time as an academic and half as a trader and consultant to institutional investors. He currently serves as Managing Director of Curriculum and Exams for the CAIA Association. During his most recent role at Ennis Knupp + Associates, Keith advised foundations, endowments and pension funds on their asset allocation and manager selection strategies in hedge funds, commodities, and managed futures. Prior experience includes commodities derivatives trading, stock options research and CBOE floor trading, and building quantitative stock selection models for mutual funds and hedge funds. Dr. Black previously served as an assistant professor and senior lecturer at the Illinois Institute of Technology.

He contributes regularly to The CFA Digest, and has published in The Journal of Wealth Management, The Journal of Trading, The Journal of Investing, and The Journal of Alternatives Investments, among others. He is the author of the book “Managing a Hedge Fund,” as well as co-author of the 2012 and 2015/2016 second and third editions of the CAIA Level I and Level II textbooks. Dr. Black was named to the Institutional Investor magazine’s list of “Rising Stars of Hedge Funds” in 2010.

Dr. Black earned a BA from Whittier College, an MBA for Carnegie Mellon University, and a PhD from the Illinois Institute of Technology. He has earned the Chartered Financial Analyst (CFA) designation and was a member of the inaugural class of the Chartered Alternative Investment Analyst (CAIA) candidates.

Geoff Dover

President & Chief Investment Officer

Heirloom Investment Management

Geoff is the Chief Investment Officer of Heirloom, which offers institutional-quality investment solutions to families, ultra-high-net-worth individuals and small institutions. Originating as a single family office, Heirloom now offers its award-winning investment approach via managed accounts, individual co-investment opportunities and a bespoke Outsourced Chief Investment Officer service. For larger clients, this bespoke approach includes acting as either discretionary manager or advisor to deliver fully individualized mandates, including the incorporation of ethical or impact frameworks.

Heirloom has consistently outperformed its objectives by deploying a cross-asset, macro-thematic investment strategy that allocates capital to long-term, low-risk, secular trends, as well as market dislocations

Gleb Sivitsky

Associate Portfolio Manager

Mackenzie Investments

Gleb Sivitsky joined Mackenzie in May 2014 and is an Associate Portfolio Manager on the Mackenzie Multi-Asset Strategies Team. Gleb’s primary responsibilities include: systematic alpha research, strategic asset allocation and performance analysis. His research is implemented on over 20 billion CAD of assets from traditional mutual funds to alternative products. Gleb completed his Master of Financial Economics (MFE) in 2015 from the University of Toronto, graduating as the top student in his class while employed at Mackenzie. Gleb completed a double degree in 2012 – Bachelor’s Degree in Mathematics with distinction from the University of Waterloo and a Bachelor’s Degree in Business Administration, from Wilfrid Laurier University. Gleb is a CFA Charterholder and holds the Chartered Alternative Investment Analyst designation (CAIA). Gleb is co-author of an article “Asset Allocation and Factor Investing: An Integrated Approach” published in the Journal of Portfolio Management in April 2018.

Keith Black

Managing Director, Curriculum & Exams

CAIA

Keith Black has over twenty-five years of financial market experience, serving approximately half of that time as an academic and half as a trader and consultant to institutional investors. He currently serves as Managing Director of Curriculum and Exams for the CAIA Association. During his most recent role at Ennis Knupp + Associates, Keith advised foundations, endowments and pension funds on their asset allocation and manager selection strategies in hedge funds, commodities, and managed futures. Prior experience includes commodities derivatives trading, stock options research and CBOE floor trading, and building quantitative stock selection models for mutual funds and hedge funds. Dr. Black previously served as an assistant professor and senior lecturer at the Illinois Institute of Technology.

He contributes regularly to The CFA Digest, and has published in The Journal of Wealth Management, The Journal of Trading, The Journal of Investing, and The Journal of Alternatives Investments, among others. He is the author of the book “Managing a Hedge Fund,” as well as co-author of the 2012 and 2015/2016 second and third editions of the CAIA Level I and Level II textbooks. Dr. Black was named to the Institutional Investor magazine’s list of “Rising Stars of Hedge Funds” in 2010.

Dr. Black earned a BA from Whittier College, an MBA for Carnegie Mellon University, and a PhD from the Illinois Institute of Technology. He has earned the Chartered Financial Analyst (CFA) designation and was a member of the inaugural class of the Chartered Alternative Investment Analyst (CAIA) candidates.

Geoff Dover

President & Chief Investment Officer

Heirloom Investment Management

Geoff is the Chief Investment Officer of Heirloom, which offers institutional-quality investment solutions to families, ultra-high-net-worth individuals and small institutions. Originating as a single family office, Heirloom now offers its award-winning investment approach via managed accounts, individual co-investment opportunities and a bespoke Outsourced Chief Investment Officer service. For larger clients, this bespoke approach includes acting as either discretionary manager or advisor to deliver fully individualized mandates, including the incorporation of ethical or impact frameworks.

Heirloom has consistently outperformed its objectives by deploying a cross-asset, macro-thematic investment strategy that allocates capital to long-term, low-risk, secular trends, as well as market dislocations

Gleb Sivitsky

Associate Portfolio Manager

Mackenzie Investments

Gleb Sivitsky joined Mackenzie in May 2014 and is an Associate Portfolio Manager on the Mackenzie Multi-Asset Strategies Team. Gleb’s primary responsibilities include: systematic alpha research, strategic asset allocation and performance analysis. His research is implemented on over 20 billion CAD of assets from traditional mutual funds to alternative products. Gleb completed his Master of Financial Economics (MFE) in 2015 from the University of Toronto, graduating as the top student in his class while employed at Mackenzie. Gleb completed a double degree in 2012 – Bachelor’s Degree in Mathematics with distinction from the University of Waterloo and a Bachelor’s Degree in Business Administration, from Wilfrid Laurier University. Gleb is a CFA Charterholder and holds the Chartered Alternative Investment Analyst designation (CAIA). Gleb is co-author of an article “Asset Allocation and Factor Investing: An Integrated Approach” published in the Journal of Portfolio Management in April 2018.

Keith Black

Managing Director, Curriculum & Exams

CAIA

Keith Black has over twenty-five years of financial market experience, serving approximately half of that time as an academic and half as a trader and consultant to institutional investors. He currently serves as Managing Director of Curriculum and Exams for the CAIA Association. During his most recent role at Ennis Knupp + Associates, Keith advised foundations, endowments and pension funds on their asset allocation and manager selection strategies in hedge funds, commodities, and managed futures. Prior experience includes commodities derivatives trading, stock options research and CBOE floor trading, and building quantitative stock selection models for mutual funds and hedge funds. Dr. Black previously served as an assistant professor and senior lecturer at the Illinois Institute of Technology.

He contributes regularly to The CFA Digest, and has published in The Journal of Wealth Management, The Journal of Trading, The Journal of Investing, and The Journal of Alternatives Investments, among others. He is the author of the book “Managing a Hedge Fund,” as well as co-author of the 2012 and 2015/2016 second and third editions of the CAIA Level I and Level II textbooks. Dr. Black was named to the Institutional Investor magazine’s list of “Rising Stars of Hedge Funds” in 2010.

Dr. Black earned a BA from Whittier College, an MBA for Carnegie Mellon University, and a PhD from the Illinois Institute of Technology. He has earned the Chartered Financial Analyst (CFA) designation and was a member of the inaugural class of the Chartered Alternative Investment Analyst (CAIA) candidates.

Geoff Dover

President & Chief Investment Officer

Heirloom Investment Management

Geoff is the Chief Investment Officer of Heirloom, which offers institutional-quality investment solutions to families, ultra-high-net-worth individuals and small institutions. Originating as a single family office, Heirloom now offers its award-winning investment approach via managed accounts, individual co-investment opportunities and a bespoke Outsourced Chief Investment Officer service. For larger clients, this bespoke approach includes acting as either discretionary manager or advisor to deliver fully individualized mandates, including the incorporation of ethical or impact frameworks.

Heirloom has consistently outperformed its objectives by deploying a cross-asset, macro-thematic investment strategy that allocates capital to long-term, low-risk, secular trends, as well as market dislocations

Gleb Sivitsky

Associate Portfolio Manager

Mackenzie Investments

Gleb Sivitsky joined Mackenzie in May 2014 and is an Associate Portfolio Manager on the Mackenzie Multi-Asset Strategies Team. Gleb’s primary responsibilities include: systematic alpha research, strategic asset allocation and performance analysis. His research is implemented on over 20 billion CAD of assets from traditional mutual funds to alternative products. Gleb completed his Master of Financial Economics (MFE) in 2015 from the University of Toronto, graduating as the top student in his class while employed at Mackenzie. Gleb completed a double degree in 2012 – Bachelor’s Degree in Mathematics with distinction from the University of Waterloo and a Bachelor’s Degree in Business Administration, from Wilfrid Laurier University. Gleb is a CFA Charterholder and holds the Chartered Alternative Investment Analyst designation (CAIA). Gleb is co-author of an article “Asset Allocation and Factor Investing: An Integrated Approach” published in the Journal of Portfolio Management in April 2018.

Keith Black

Managing Director, Curriculum & Exams

CAIA

Keith Black has over twenty-five years of financial market experience, serving approximately half of that time as an academic and half as a trader and consultant to institutional investors. He currently serves as Managing Director of Curriculum and Exams for the CAIA Association. During his most recent role at Ennis Knupp + Associates, Keith advised foundations, endowments and pension funds on their asset allocation and manager selection strategies in hedge funds, commodities, and managed futures. Prior experience includes commodities derivatives trading, stock options research and CBOE floor trading, and building quantitative stock selection models for mutual funds and hedge funds. Dr. Black previously served as an assistant professor and senior lecturer at the Illinois Institute of Technology.

He contributes regularly to The CFA Digest, and has published in The Journal of Wealth Management, The Journal of Trading, The Journal of Investing, and The Journal of Alternatives Investments, among others. He is the author of the book “Managing a Hedge Fund,” as well as co-author of the 2012 and 2015/2016 second and third editions of the CAIA Level I and Level II textbooks. Dr. Black was named to the Institutional Investor magazine’s list of “Rising Stars of Hedge Funds” in 2010.

Dr. Black earned a BA from Whittier College, an MBA for Carnegie Mellon University, and a PhD from the Illinois Institute of Technology. He has earned the Chartered Financial Analyst (CFA) designation and was a member of the inaugural class of the Chartered Alternative Investment Analyst (CAIA) candidates.