Michael Lewis

Managing Director

Thorek/Scott and Partners

Michael is an Executive Search Consultant working with executives across Canada to recruit talent to their leadership teams. Michael has almost 20 years of banking, alternative lending and real estate financing experience. He is a resourceful and trusted advisor who is passionate about people and giving back to the community. Michael holds an H.BSc. from the University of Toronto, an MBA from the Schulich School of Business and is a CFA Charterholder.

Sandra Rosier

Global Head of Tax

BentallGreenOak

Senior tax and legal professional with over 15 years of experience in direct private equity (including infra/real estate), credit, PE funds, global capital markets and hedge funds. Sandra has an outstanding record of delivering complex technical advice, strategic enterprise planning, global compliance expertise, regulatory updates, creative problem solving, vendor management and executive communication skills.

Swanzy Quarshie

Director

Scotiabank Global Banking and Markets

Swanzy is a CFA charter holder with over 18 years of capital markets experience. She joined Scotiabank Global Banking and Markets as a Director, Energy Sales Specialist with the Global Equity group in 2018. Prior to joining Scotiabank, Swanzy worked as a Portfolio Manager focused on oil & gas mandates at a leading Canadian independent investment firm where she gained over 10 years of oil & gas research and analysis and portfolio management experience. Her specialties in the oil & gas space include large-, mid- and small-cap E&P, oilfield services and energy infrastructure. In addition to her roles on the sell-side and buy-side, Swanzy also has experience in manager research, multi-manager portfolio construction and analytics and in the retail investment arena. She holds a Bachelor of Commerce degree from Memorial University of Newfoundland.

Kelli Dickerson

Vice President

BentallGreenOak

Experienced Vice President with demonstrated success in maximizing performance of a variety of product types in the commercial real estate industry. Skilled in Negotiation, Budgeting, Asset Management, Real Estate Economics, and Investment Properties. Tenacious and creative problem solver with a passion for sustainable real estate management and development.

Michael Lewis

Managing Director

Thorek/Scott and Partners

Michael is an Executive Search Consultant working with executives across Canada to recruit talent to their leadership teams. Michael has almost 20 years of banking, alternative lending and real estate financing experience. He is a resourceful and trusted advisor who is passionate about people and giving back to the community. Michael holds an H.BSc. from the University of Toronto, an MBA from the Schulich School of Business and is a CFA Charterholder.

Sandra Rosier

Global Head of Tax

BentallGreenOak

Senior tax and legal professional with over 15 years of experience in direct private equity (including infra/real estate), credit, PE funds, global capital markets and hedge funds. Sandra has an outstanding record of delivering complex technical advice, strategic enterprise planning, global compliance expertise, regulatory updates, creative problem solving, vendor management and executive communication skills.

Swanzy Quarshie

Director

Scotiabank Global Banking and Markets

Swanzy is a CFA charter holder with over 18 years of capital markets experience. She joined Scotiabank Global Banking and Markets as a Director, Energy Sales Specialist with the Global Equity group in 2018. Prior to joining Scotiabank, Swanzy worked as a Portfolio Manager focused on oil & gas mandates at a leading Canadian independent investment firm where she gained over 10 years of oil & gas research and analysis and portfolio management experience. Her specialties in the oil & gas space include large-, mid- and small-cap E&P, oilfield services and energy infrastructure. In addition to her roles on the sell-side and buy-side, Swanzy also has experience in manager research, multi-manager portfolio construction and analytics and in the retail investment arena. She holds a Bachelor of Commerce degree from Memorial University of Newfoundland.

Kelli Dickerson

Vice President

BentallGreenOak

Experienced Vice President with demonstrated success in maximizing performance of a variety of product types in the commercial real estate industry. Skilled in Negotiation, Budgeting, Asset Management, Real Estate Economics, and Investment Properties. Tenacious and creative problem solver with a passion for sustainable real estate management and development.

Jamie Wile

Director of Fund Services

Espresso Capital

Jamie Wile leads fund sales and business development at Espresso Capital and brings more than 18 years of industry experience to his role. Prior to joining Espresso, he held a senior sales position at Sentry Investments for nearly 14 years, where he was responsible for raising capital from the IROC channel. Prior to Sentry, he held sales roles with BEST Funds and Talvest Asset Management.

Dan Williams

Managing Director

Kilgour Williams Capital

Kilgour Williams Capital (KWC) is an investment management firm specializing in marketplace lending (or Peer -to- Peer) Loans. We are the only fund managers in Canada actively investing in marketplace loans. We launched the KIWI Private Credit Fund in 2017 to provide Canadian investors access to this high yielding, rapidly growing asset class. Kiwi Private Credit Fund has been profitable every month since inception.

Dan joined KWC as a partner in May 09, providing structured credit advisory and management to the firm’s clients. Prior to joining KWC, Dan was the Chief Investment Officer of Dundee Bank of Canada. He managed a portfolio of structured credit investments, specifically slices of portfolios of middle market loans. Dan served on the bank’s Investment Committee, Asset/Liability Committee and as an active member of the senior executive team.

From 2001 to 2006, he was the Head of Credit Portfolio Management for National Bank of Canada. He managed the bank’s $4 billion portfolio of corporate loans and was responsible for maximizing the risk-adjusted return on the portfolio. Dan established the bank’s centralized Credit Portfolio Management function and sat on the Deals Committee, which reviewed and adjudicated every corporate loan. New measurements of bank-wide loan value were introduced that enabled efficient capital allocation decisions. Advanced portfolio-level risk models were implemented to identify industry and geographic risks, which were then hedged using an overlay of credit default swaps.

Trevor Simpson

Associate Partner

FirePower Capital

Trevor Simpson leads FirePower Capital’s Private Capital division in client engagement and credit underwriting. Trevor brings extensive experience in structuring cash flow transactions and providing patient capital to clients utilizing senior term, subordinated debt and mezzanine financing. Previously, Trevor worked at Roynat Capital where he managed and grew a portfolio of clients, tailoring long-term capital solutions for mid-sized companies. Trevor received a Bachelor of Commerce (Honours) from McMaster University, an MBA from the DeGroote School of Business at McMaster University and is a Chartered Professional Accountant.

Scott Starratt

Senior Vice President, Investment Advisor & Portfolio Manager

Canaccord Genuity Wealth Management

Scott Starratt is a Certified Financial Planner and a Chartered Investment Manager.  He graduated with a Bachelor of Commerce from the University of Alberta in 1993 majoring in Finance, Game Theory and Chemistry and draws on more than 29 years of experience in the financial services industry.

Scott’s role is to lead the team and perform astute due diligence, manage portfolios and select top-tier alternative and hedged investments for our clients’ downside protection. Scott gets to know company management teams on an up-close-and-personal basis to be able to assess funds based on more than figures on a balance sheet: he also considers each managers’ ethics, track records and integrity under pressure.

Michael Lewis

Managing Director

Thorek/Scott and Partners

Michael is an Executive Search Consultant working with executives across Canada to recruit talent to their leadership teams. Michael has almost 20 years of banking, alternative lending and real estate financing experience. He is a resourceful and trusted advisor who is passionate about people and giving back to the community. Michael holds an H.BSc. from the University of Toronto, an MBA from the Schulich School of Business and is a CFA Charterholder.

Sandra Rosier

Global Head of Tax

BentallGreenOak

Senior tax and legal professional with over 15 years of experience in direct private equity (including infra/real estate), credit, PE funds, global capital markets and hedge funds. Sandra has an outstanding record of delivering complex technical advice, strategic enterprise planning, global compliance expertise, regulatory updates, creative problem solving, vendor management and executive communication skills.

Swanzy Quarshie

Director

Scotiabank Global Banking and Markets

Swanzy is a CFA charter holder with over 18 years of capital markets experience. She joined Scotiabank Global Banking and Markets as a Director, Energy Sales Specialist with the Global Equity group in 2018. Prior to joining Scotiabank, Swanzy worked as a Portfolio Manager focused on oil & gas mandates at a leading Canadian independent investment firm where she gained over 10 years of oil & gas research and analysis and portfolio management experience. Her specialties in the oil & gas space include large-, mid- and small-cap E&P, oilfield services and energy infrastructure. In addition to her roles on the sell-side and buy-side, Swanzy also has experience in manager research, multi-manager portfolio construction and analytics and in the retail investment arena. She holds a Bachelor of Commerce degree from Memorial University of Newfoundland.

Kelli Dickerson

Vice President

BentallGreenOak

Experienced Vice President with demonstrated success in maximizing performance of a variety of product types in the commercial real estate industry. Skilled in Negotiation, Budgeting, Asset Management, Real Estate Economics, and Investment Properties. Tenacious and creative problem solver with a passion for sustainable real estate management and development.

Michael Lewis

Managing Director

Thorek/Scott and Partners

Michael is an Executive Search Consultant working with executives across Canada to recruit talent to their leadership teams. Michael has almost 20 years of banking, alternative lending and real estate financing experience. He is a resourceful and trusted advisor who is passionate about people and giving back to the community. Michael holds an H.BSc. from the University of Toronto, an MBA from the Schulich School of Business and is a CFA Charterholder.

Sandra Rosier

Global Head of Tax

BentallGreenOak

Senior tax and legal professional with over 15 years of experience in direct private equity (including infra/real estate), credit, PE funds, global capital markets and hedge funds. Sandra has an outstanding record of delivering complex technical advice, strategic enterprise planning, global compliance expertise, regulatory updates, creative problem solving, vendor management and executive communication skills.

Swanzy Quarshie

Director

Scotiabank Global Banking and Markets

Swanzy is a CFA charter holder with over 18 years of capital markets experience. She joined Scotiabank Global Banking and Markets as a Director, Energy Sales Specialist with the Global Equity group in 2018. Prior to joining Scotiabank, Swanzy worked as a Portfolio Manager focused on oil & gas mandates at a leading Canadian independent investment firm where she gained over 10 years of oil & gas research and analysis and portfolio management experience. Her specialties in the oil & gas space include large-, mid- and small-cap E&P, oilfield services and energy infrastructure. In addition to her roles on the sell-side and buy-side, Swanzy also has experience in manager research, multi-manager portfolio construction and analytics and in the retail investment arena. She holds a Bachelor of Commerce degree from Memorial University of Newfoundland.

Kelli Dickerson

Vice President

BentallGreenOak

Experienced Vice President with demonstrated success in maximizing performance of a variety of product types in the commercial real estate industry. Skilled in Negotiation, Budgeting, Asset Management, Real Estate Economics, and Investment Properties. Tenacious and creative problem solver with a passion for sustainable real estate management and development.

Michael Lewis

Managing Director

Thorek/Scott and Partners

Michael is an Executive Search Consultant working with executives across Canada to recruit talent to their leadership teams. Michael has almost 20 years of banking, alternative lending and real estate financing experience. He is a resourceful and trusted advisor who is passionate about people and giving back to the community. Michael holds an H.BSc. from the University of Toronto, an MBA from the Schulich School of Business and is a CFA Charterholder.

Sandra Rosier

Global Head of Tax

BentallGreenOak

Senior tax and legal professional with over 15 years of experience in direct private equity (including infra/real estate), credit, PE funds, global capital markets and hedge funds. Sandra has an outstanding record of delivering complex technical advice, strategic enterprise planning, global compliance expertise, regulatory updates, creative problem solving, vendor management and executive communication skills.

Swanzy Quarshie

Director

Scotiabank Global Banking and Markets

Swanzy is a CFA charter holder with over 18 years of capital markets experience. She joined Scotiabank Global Banking and Markets as a Director, Energy Sales Specialist with the Global Equity group in 2018. Prior to joining Scotiabank, Swanzy worked as a Portfolio Manager focused on oil & gas mandates at a leading Canadian independent investment firm where she gained over 10 years of oil & gas research and analysis and portfolio management experience. Her specialties in the oil & gas space include large-, mid- and small-cap E&P, oilfield services and energy infrastructure. In addition to her roles on the sell-side and buy-side, Swanzy also has experience in manager research, multi-manager portfolio construction and analytics and in the retail investment arena. She holds a Bachelor of Commerce degree from Memorial University of Newfoundland.

Kelli Dickerson

Vice President

BentallGreenOak

Experienced Vice President with demonstrated success in maximizing performance of a variety of product types in the commercial real estate industry. Skilled in Negotiation, Budgeting, Asset Management, Real Estate Economics, and Investment Properties. Tenacious and creative problem solver with a passion for sustainable real estate management and development.

Michael Lewis

Managing Director

Thorek/Scott and Partners

Michael is an Executive Search Consultant working with executives across Canada to recruit talent to their leadership teams. Michael has almost 20 years of banking, alternative lending and real estate financing experience. He is a resourceful and trusted advisor who is passionate about people and giving back to the community. Michael holds an H.BSc. from the University of Toronto, an MBA from the Schulich School of Business and is a CFA Charterholder.

Sandra Rosier

Global Head of Tax

BentallGreenOak

Senior tax and legal professional with over 15 years of experience in direct private equity (including infra/real estate), credit, PE funds, global capital markets and hedge funds. Sandra has an outstanding record of delivering complex technical advice, strategic enterprise planning, global compliance expertise, regulatory updates, creative problem solving, vendor management and executive communication skills.

Swanzy Quarshie

Director

Scotiabank Global Banking and Markets

Swanzy is a CFA charter holder with over 18 years of capital markets experience. She joined Scotiabank Global Banking and Markets as a Director, Energy Sales Specialist with the Global Equity group in 2018. Prior to joining Scotiabank, Swanzy worked as a Portfolio Manager focused on oil & gas mandates at a leading Canadian independent investment firm where she gained over 10 years of oil & gas research and analysis and portfolio management experience. Her specialties in the oil & gas space include large-, mid- and small-cap E&P, oilfield services and energy infrastructure. In addition to her roles on the sell-side and buy-side, Swanzy also has experience in manager research, multi-manager portfolio construction and analytics and in the retail investment arena. She holds a Bachelor of Commerce degree from Memorial University of Newfoundland.

Kelli Dickerson

Vice President

BentallGreenOak

Experienced Vice President with demonstrated success in maximizing performance of a variety of product types in the commercial real estate industry. Skilled in Negotiation, Budgeting, Asset Management, Real Estate Economics, and Investment Properties. Tenacious and creative problem solver with a passion for sustainable real estate management and development.

Michael Lewis

Managing Director

Thorek/Scott and Partners

Michael is an Executive Search Consultant working with executives across Canada to recruit talent to their leadership teams. Michael has almost 20 years of banking, alternative lending and real estate financing experience. He is a resourceful and trusted advisor who is passionate about people and giving back to the community. Michael holds an H.BSc. from the University of Toronto, an MBA from the Schulich School of Business and is a CFA Charterholder.

Sandra Rosier

Global Head of Tax

BentallGreenOak

Senior tax and legal professional with over 15 years of experience in direct private equity (including infra/real estate), credit, PE funds, global capital markets and hedge funds. Sandra has an outstanding record of delivering complex technical advice, strategic enterprise planning, global compliance expertise, regulatory updates, creative problem solving, vendor management and executive communication skills.

Swanzy Quarshie

Director

Scotiabank Global Banking and Markets

Swanzy is a CFA charter holder with over 18 years of capital markets experience. She joined Scotiabank Global Banking and Markets as a Director, Energy Sales Specialist with the Global Equity group in 2018. Prior to joining Scotiabank, Swanzy worked as a Portfolio Manager focused on oil & gas mandates at a leading Canadian independent investment firm where she gained over 10 years of oil & gas research and analysis and portfolio management experience. Her specialties in the oil & gas space include large-, mid- and small-cap E&P, oilfield services and energy infrastructure. In addition to her roles on the sell-side and buy-side, Swanzy also has experience in manager research, multi-manager portfolio construction and analytics and in the retail investment arena. She holds a Bachelor of Commerce degree from Memorial University of Newfoundland.

Kelli Dickerson

Vice President

BentallGreenOak

Experienced Vice President with demonstrated success in maximizing performance of a variety of product types in the commercial real estate industry. Skilled in Negotiation, Budgeting, Asset Management, Real Estate Economics, and Investment Properties. Tenacious and creative problem solver with a passion for sustainable real estate management and development.

Michael Lewis

Managing Director

Thorek/Scott and Partners

Michael is an Executive Search Consultant working with executives across Canada to recruit talent to their leadership teams. Michael has almost 20 years of banking, alternative lending and real estate financing experience. He is a resourceful and trusted advisor who is passionate about people and giving back to the community. Michael holds an H.BSc. from the University of Toronto, an MBA from the Schulich School of Business and is a CFA Charterholder.

Sandra Rosier

Global Head of Tax

BentallGreenOak

Senior tax and legal professional with over 15 years of experience in direct private equity (including infra/real estate), credit, PE funds, global capital markets and hedge funds. Sandra has an outstanding record of delivering complex technical advice, strategic enterprise planning, global compliance expertise, regulatory updates, creative problem solving, vendor management and executive communication skills.

Swanzy Quarshie

Director

Scotiabank Global Banking and Markets

Swanzy is a CFA charter holder with over 18 years of capital markets experience. She joined Scotiabank Global Banking and Markets as a Director, Energy Sales Specialist with the Global Equity group in 2018. Prior to joining Scotiabank, Swanzy worked as a Portfolio Manager focused on oil & gas mandates at a leading Canadian independent investment firm where she gained over 10 years of oil & gas research and analysis and portfolio management experience. Her specialties in the oil & gas space include large-, mid- and small-cap E&P, oilfield services and energy infrastructure. In addition to her roles on the sell-side and buy-side, Swanzy also has experience in manager research, multi-manager portfolio construction and analytics and in the retail investment arena. She holds a Bachelor of Commerce degree from Memorial University of Newfoundland.

Kelli Dickerson

Vice President

BentallGreenOak

Experienced Vice President with demonstrated success in maximizing performance of a variety of product types in the commercial real estate industry. Skilled in Negotiation, Budgeting, Asset Management, Real Estate Economics, and Investment Properties. Tenacious and creative problem solver with a passion for sustainable real estate management and development.

Michael Lewis

Managing Director

Thorek/Scott and Partners

Michael is an Executive Search Consultant working with executives across Canada to recruit talent to their leadership teams. Michael has almost 20 years of banking, alternative lending and real estate financing experience. He is a resourceful and trusted advisor who is passionate about people and giving back to the community. Michael holds an H.BSc. from the University of Toronto, an MBA from the Schulich School of Business and is a CFA Charterholder.

Sandra Rosier

Global Head of Tax

BentallGreenOak

Senior tax and legal professional with over 15 years of experience in direct private equity (including infra/real estate), credit, PE funds, global capital markets and hedge funds. Sandra has an outstanding record of delivering complex technical advice, strategic enterprise planning, global compliance expertise, regulatory updates, creative problem solving, vendor management and executive communication skills.

Swanzy Quarshie

Director

Scotiabank Global Banking and Markets

Swanzy is a CFA charter holder with over 18 years of capital markets experience. She joined Scotiabank Global Banking and Markets as a Director, Energy Sales Specialist with the Global Equity group in 2018. Prior to joining Scotiabank, Swanzy worked as a Portfolio Manager focused on oil & gas mandates at a leading Canadian independent investment firm where she gained over 10 years of oil & gas research and analysis and portfolio management experience. Her specialties in the oil & gas space include large-, mid- and small-cap E&P, oilfield services and energy infrastructure. In addition to her roles on the sell-side and buy-side, Swanzy also has experience in manager research, multi-manager portfolio construction and analytics and in the retail investment arena. She holds a Bachelor of Commerce degree from Memorial University of Newfoundland.

Kelli Dickerson

Vice President

BentallGreenOak

Experienced Vice President with demonstrated success in maximizing performance of a variety of product types in the commercial real estate industry. Skilled in Negotiation, Budgeting, Asset Management, Real Estate Economics, and Investment Properties. Tenacious and creative problem solver with a passion for sustainable real estate management and development.

Michael Lewis

Managing Director

Thorek/Scott and Partners

Michael is an Executive Search Consultant working with executives across Canada to recruit talent to their leadership teams. Michael has almost 20 years of banking, alternative lending and real estate financing experience. He is a resourceful and trusted advisor who is passionate about people and giving back to the community. Michael holds an H.BSc. from the University of Toronto, an MBA from the Schulich School of Business and is a CFA Charterholder.

Sandra Rosier

Global Head of Tax

BentallGreenOak

Senior tax and legal professional with over 15 years of experience in direct private equity (including infra/real estate), credit, PE funds, global capital markets and hedge funds. Sandra has an outstanding record of delivering complex technical advice, strategic enterprise planning, global compliance expertise, regulatory updates, creative problem solving, vendor management and executive communication skills.

Swanzy Quarshie

Director

Scotiabank Global Banking and Markets

Swanzy is a CFA charter holder with over 18 years of capital markets experience. She joined Scotiabank Global Banking and Markets as a Director, Energy Sales Specialist with the Global Equity group in 2018. Prior to joining Scotiabank, Swanzy worked as a Portfolio Manager focused on oil & gas mandates at a leading Canadian independent investment firm where she gained over 10 years of oil & gas research and analysis and portfolio management experience. Her specialties in the oil & gas space include large-, mid- and small-cap E&P, oilfield services and energy infrastructure. In addition to her roles on the sell-side and buy-side, Swanzy also has experience in manager research, multi-manager portfolio construction and analytics and in the retail investment arena. She holds a Bachelor of Commerce degree from Memorial University of Newfoundland.

Kelli Dickerson

Vice President

BentallGreenOak

Experienced Vice President with demonstrated success in maximizing performance of a variety of product types in the commercial real estate industry. Skilled in Negotiation, Budgeting, Asset Management, Real Estate Economics, and Investment Properties. Tenacious and creative problem solver with a passion for sustainable real estate management and development.