Bondi Kwa

Director, Private Markets Risk Management

BCI

Jessica Wang

Chief Marketing Officer

INP Capital Inc.

Michael Danov

President & Chief Investment Officer

SBP Management

Michael Danov is president and CIO of SBP Management, a family office specializing in direct and alternative investments. With more than a decade of investment and financial analysis experience, Michael specializes in executing investments focused on public equity opportunities in the alternative, healthcare, metals & mining, cryptocurrency, oil & gas, luxury consumer goods, and technology. He is responsible for advising the operational business on financial matters, growth strategy, and M&A opportunities.

Michael received his BSc in Finance from the College of Staten Island CUNY. Before his presidency at SBP Management, Michael was a senior vice president at the New York City-based Kingston Advisors. He was responsible for increasing several public companies’ visibility with the investor community, strategic consulting, and M&A.

He utilizes his experience as president, CIO, and senior advisor to bring strategic and growth-oriented value to his current portfolio companies. Michael is also a Venture Partner for CerraCapVentures and a Board Member of Bidease. Previously Senior Advisor at Premium Choice, Halcyon Global Opportunities, Asset Management. He has strong relationships with hedge funds, mutual funds, operators, pension funds, family offices, analysts, and bankers, giving him unique access to high-quality deal flow.

Michael provides mentorship to people with career advice, enjoys traveling and visiting new cities, likes to run, and was previously part of the NY marathon in 2017. Currently a member at Edmond J. Safra Synagogue in NY.

Alex Vallejo Luce

General Partner

Creative Ventures

Dr. Luce is an investor, materials scientist, and company builder. He brings over 15 years of operating and investing experience in the areas of climate change, energy transition, and critical technology areas. 

Dr. Luce is currently a General Partner at Creative Ventures, a venture capital firm focused on early-stage deep technology investing. He leads the firm’s climate technology focus area and is active across all aspects of Creative Ventures’ business, including deal sourcing, portfolio support, recruiting, personnel management, fundraising, culture, and strategy. He has been involved in over 30 private company financing transactions.

In addition to his work at Creative Ventures, Dr. Luce is passionate about increasing representation of Latino/a investors in the venture capital industry. He is a founding member of VCFamilia, a nonprofit organization dedicated to creating an inclusive environment for current and future Latinx investors. Dr. Luce has also been an active mentor to emerging venture capitalists for both the National Venture Capital Association and LatinxVC. 

Dr. Luce holds a M.S. and Ph.D. in Materials Science and Engineering from UC Berkeley where he was a National Science Foundation Graduate Research Fellow and a Berkeley Chancellor’s Fellow. He also holds a bachelor’s degree in engineering physics from the University of Arizona where he was a National Hispanic Scholar.

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.

Yasir Mallick

Senior Portfolio Manager, Head of Equities and Absolute Return

UBC Investment Management

Yasir Mallick joined UBC Investment Management in 2020 and plays a lead role in sourcing, monitoring, and evaluating external managers across both public and private markets. His investment management responsibilities include direct oversight of the equity program and absolute return program within UBC Investment Management. In addition to manager selection, monitoring, and portfolio construction, Yasir leads and supports various strategic projects including governance, corporate strategy, investment framework, risk and design and implementation of investment related processes and procedures.

Yasir brings over 15 years of investment and risk related experience having worked at PwC, KPMG, Ontario Power Generation and University of Toronto Asset Management. Yasir holds both a Bachelor of Commerce and a Masters of Finance from the University of Toronto. He is a member of the Chartered Professional Accountants of Ontario (CA, CPA) and holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst designations (CAIA).

Guy Pinkman

Two time Presidential Appointee

PBGC Advisory Committee at Pension Benefit Guaranty Corporation (PBGC)

Guy Pinkman is Chairman of the City of Lincoln Police and Fire Pension Plan Investment Board in Lincoln, Nebraska. In addition, he was a Captain/paramedic with the Lincoln Fire and Rescue Department for over 30 years. He is a two-time Presidential appointee to the Pension Benefit Guaranty Corporation (PBGC) Advisory board. The PBGC board advises The Secretary of Commerce, Labor, and Treasury on policy, procedure, and investments covering over 34 million Americans with appx 210 billion under management. A graduate of the University of Nebraska-Lincoln. He has completed studies in finance and economics worldwide, including China’s monetary system. Pension systems, institutions, family offices, and consultants worldwide recognize Guy as a subject matter expert and a worldwide speaker on these issues.

Brad Wise

Senior Vice President & Managing Director, Western Canada

Cameron Stephens Mortgage Capital Ltd.

Brad Wise is Senior Vice President & Managing Director, Western Canada for Cameron Stephens and joined the company in 2021. Brad has over 25 years of real estate debt & equity finance, asset management and transaction experience. Prior to joining Cameron Stephens, Brad served 14 years with a Vancouver, BC based real estate private equity investment and asset management firm, serving in the role of President for the past 9 years. Brad has been directly involved in the acquisition, financing and monetization of over $1.2 billion of real estate assets since 2002 across an array of asset classes and geographic markets. Brad holds a Master of Business Administration degree and a Bachelor of Business Administration degree, both from Simon Fraser University, is a registered sub-mortgage broker and a qualified Dealing Representative.

Daniel Child

Founder, Portfolio Manager

YTM Capital Asset Management

After graduating from Ivey Business School, Daniel embarked on a public accounting career. He earned his Chartered Accountancy designation and then changed gears, securing a job as a bond trader at CIBC in 1994. Three years later he moved to Scotiabank Global Banking & Markets where he rose to Head Corporate Bond Trader. He actively traded and made markets for 11 years with responsibility for Scotia’s Canadian corporate bond portfolio and MBS/ABS book. Daniel priced hundreds of new issues and traded billions of dollars of the Bank’s capital in bonds, while employing risk management that allowed him to successfully report to the Bank’s Liability Committee. In 2010 Daniel combined his risk and credit expertise with his entrepreneurial spirit and founded YTM Capital. His vision is to provide investors with income solutions that protect on the downside and optimize the potential for strong risk-adjusted returns.

Aly Damji

Managing Partner, Real Estate

Forum Asset Management

Aly leads Forum’s real estate businesses and has deep expertise in acquisitions, development and asset management across multiple asset classes including hotels, various forms of housing, retail, office and industrial. He has acquired, financed, managed and developed real estate across Canada. He is focused on originations and overseeing real estate investments. He leverages his exposure to a broad range of asset classes as an urban developer, institutional asset manager and operator of value add/opportunistic investments, to drive growth for Forum and its partners.

Aly has transacted and managed on behalf of several institutional, UHNW investors, and believes transparency leads to the sustainability of partnerships. Over the course of his career, Aly has been involved in $4B+ of transactions across North America and has experience managing relationships with pension funds, insurance funds, REITs, and high net worth partners.

Aly holds an MBA specialized in real estate and a bachelors degree specialized in accounting/finance, both from York University. Aly is also a board member of NAIOP Greater Toronto Chapter, one of the commercial real estate industry’s largest advocacy groups, and served as President in 2022.

Travis Forman

Portfolio manager

Harbourfront Wealth Management

Travis Forman is a Portfolio Manager at Strategic Private Wealth Counsel – Harbourfront Wealth Management which has been named one of the fastest-growing wealth management practices in terms of AUM % growth for two years running. Travis holds 25 years of wealth management experience and holds in-depth expertise in the area of alternative investments. He has been instrumental in the development of a collection of private investment pools that span private debt, private real estate, and private equity.

In less than five years and over the course of the pandemic, Travis led the growth of Willoughby Asset Management’s private pools to over $1 billion in AUM.

His mission is to make a difference in the lives of Canadians. He is dedicated to the growth of portfolios owned by retirees, entrepreneurs, and working professionals.

Joshua Leonardi

Managing Director

TD Prime Services LLC

Josh Leonardi is a Managing Director and the U.S. Head of Prime Services Sales and Capital Introduction at TD Securities, which provides customized financing solutions to global hedge funds and specialized capital introduction services to institutional allocators.  He joined TD in May 2018 and prior to joining that Josh was at Goldman, Sachs & Co. for 7 years.  While there he first served as a Vice President and Assistant General Counsel for the Prime Services business before moving to Goldman’s Capital Introduction team in 2015.  Josh began his career at Fried Frank in 2006 where he was an associate in the firm’s Asset Management practice and focused primarily on the structuring and representation of hedge funds.  During his time at Fried Frank, Josh spent 2 years as a secondee to Goldman, Sachs & Co. and Goldman Sachs Asset Management.  Josh received a B.B.A. in Finance from The George Washington University and his J.D. from New York Law School.

Prateek Alsi

General Partner, Co-Head Venture

Tribe Capital

Prateek is a Partner at Tribe Capital, where he co-leads the ventures team. He brings twenty years of operating and investing experience in the tech industry, in both Silicon Valley and New York.

Prior to joining Tribe Capital, Prateek served as a Partner at General Catalyst for five years, where he assisted in the opening of their San Francisco office and invested in companies such as Stripe, Livongo, Grammarly, Fundbox, Gusto, Bustle, and Digit. He also established General Catalyst’s Stripe ecosystem fund, which invested in startups that extended the Stripe network.

Before joining General Catalyst, Prateek was Director of Distribution Partnerships at Square, where he also built its first sales team. He also held operating roles at AOL and Time Warner Cable, and was a partner at Village Global.

Heather Hart

Director, Wells Fargo Corporate & Investment Banking

Wells Fargo

Heather Hart is a Director within the Wells Fargo’s Capital Introduction team, a part of the Equity Finance team in Wells Fargo’s Corporate & Investment Banking division. Heather joined Wells Fargo from Mariner Investment Group’s Business Development team in 2022 where she was successful capital raising across a variety of Fixed Income strategies on the Mariner platform, including Fixed Income Rel Val Multi-Strat, Credit L/S, Agency & Non-Agency MBS, Distressed Credit, and ABS. Prior to her coverage of Mariner’s broader platform, she headed Investor Relations and actively fundraised for Mariner’s Structured Products team. She started her career in alternative investments at Cello Capital Management, LP in 2014, where she ultimately led both the Business Development and Investor Relations efforts, totaling 8 years of experience as a mortgage and mortgage derivatives product specialist. Heather graduated magna cum laude from the University at Albany with a dual B.A. in French & Political Science.

John Courtliff

CEO – Partner & Portfolio Manager

ICM Asset Management

John Courtliff is Chief Executive Officer and a Partner of ICM Asset Management and a Portfolio Manager of ICM Investment Management Inc.

Mr. Courtliff joined ICM in 2011 and became CEO in 2022. Mr. Courtliff has over 15 years of investment industry experience, beginning his career in investment banking before transitioning to real estate asset and investment management. His experience includes structuring complex domestic and cross-border transactions and investment vehicles, underwriting and closing investment opportunities in the U.S., Mexico and Canada, and portfolio/fund management.

Mr. Courtliff received a Bachelor of Commerce in Finance from the University of Calgary as an Academic All-Canadian, including studies at the Vienna University of Economics and Business, Wirtschafts Universitat Wien and holds the Chartered Financial Analyst designation. In addition to English, Mr. Courtliff speaks French and conversational Spanish.

Kenndal McArdle

Principal

Pender Ventures

Kenndal joined Pender Ventures in 2018 as a founding member of the team. Previously, he worked as a public market analyst on the award-winning Pender Small Cap Opportunities Fund and Pender Value Fund, where he sourced, evaluated, and made recommendations on information technology and health care companies. Prior to joining the investment world, Kenndal was a professional hockey player, enjoying a successful career in the NHL, most notably on the left wing for the Jets and Panthers.

Kenndal’s current board roles include Checkfront, Swift Medical and Spark RE. He is also an active mentor and advisor to up and coming startups. Kenndal is involved with the CFA Society Vancouver and is a board member with Science World Vancouver (ASTC Science World Society). He earned his CFA Charter in 2018.

Devon Cranson

President & CEO

Cranson Capital

In 2006 Devon Cranson founded Cranson Capital, a boutique private equity real estate investment firm based in Toronto. He has deep expertise in all aspects of real estate development, commercial financing, M&A and Securities. He is a Certified Management Accountant (CMA) and Chartered Public Accountant (CPA).

Cranson Capital Securities is an Exempt Market Dealer focused on raising capital from accredited investors for private equity real estate investments.  Under Devon’s leadership, Cranson Capital is a 6-time winner of the PCMA’s Deal of the Year Award and has been ranked 49th on the Profit 500 fastest growing companies in Canada.  In 2022, the Cranson Capital Real Estate Development Fund was established as a pool of investments in a variety of Southern Ontario based residential real estate development projects.

In addition to leading Cranson Capital, Devon acts as the General Partner/Trustee for 21 residential development projects in the Greater Toronto Area and as a Trustee of a multifamily residential REIT.  Devon also sits on the Board of a TSX-listed real estate lending company and a senior’s housing company based in Western Canada.

Vadim Margulis

Managing Partner

Alignment Credit

Mr. Margulis is the Managing Partner of Alignment Credit (“AC”). He founded AC in 2014 to focus on direct lending to underbanked lower middle-market and growth borrowers in North America and globally.  He has more than twenty (25) years of experience in private credit and equity investing, corporate finance and strategic advisory, with the leading firms including Equifin Capital, McKinsey, Bear Stearns, KPMG and Accenture. Mr. Margulis received his M.B.A. in Finance from The Wharton School of the University of Pennsylvania, and his Diploma in Mathematics and Computer Science from the Odessa National University in Ukraine.  Mr. Margulis has served as the independent director and observer on the Boards of Directors of numerous private companies.