Raphael Bouskila

President

Mako Financial Technologies

Raphael is founder of Mako Financial Technologies, helping financial companies engage with their investors over the cloud.

Prior to Mako, Raphael was President of CoPower, an impact-investment/fintech company making clean energy accessible to Canadian investors. Under Raphael, CoPower raised over $25 million in client capital, plus venture capital from RBC, Fondaction CSN and Ferst Capital Partners, before being acquired by Vancity Bank.

Before founding CoPower, Raphael worked in cleantech venture capital, engineering and physics research, software development and IT.

Raphael has won Entrepreneur of the Year awards from MaRS (Toronto), Clean50/Staples (Toronto) and CollinsBarrow/Promies (Montreal). He serves as a judge & mentor to the McGill Dobson Cup startup competition, and as a mentor to the Finance Montreal Fintech Station.

Raphael holds a B.Eng. in electrical engineering from McGill University and an M.Sc. in physics from the University of Toronto, as well as the Exempt Market Products and Partners, Directors and Senior Officers securities certifications.

Darren Coleman

Senior Vice President & Portfolio Manager, Private Client Group

Coleman Wealth – Raymond James Ltd.

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 Coleman 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. 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. 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, Investment Executive, BNN Bloomberg and other media.

Richard Roskies

Senior Legal Counsel

AUM Law

Richard’s practice focuses on registration and compliance matters for exempt market dealers, investment fund managers and portfolio managers. He conducts registration analyses, helps firms and individuals navigate the process of becoming registered or obtain exemptive relief where appropriate, engages with regulators on clients’ behalf, and provides advice on registrants’ ongoing obligations and how to deal with securities regulators’ expectations.

Building on his studies in information systems and technology (IT), Richard has gained substantial experience advising registered firms on cyber-security, privacy and anti-spam (CASL) matters. He also helps them develop and test the effectiveness of cyber-security policies and procedures, incident response plans, and cyber-security risk management charters designed to meet securities regulatory requirements.

In addition, Richard has experience assessing the effectiveness of clients’ anti-money laundering (AML) compliance systems and conducting “mock” audits to help clients prepare for regulators’ compliance reviews. He also assists clients undergoing regulatory compliance reviews and has participated in engagements where AUM Law has been approved by the Ontario Securities Commission (OSC) as a compliance consultant in connection with a registrant’s remediation of compliance deficiencies.

Richard also has experience drafting, reviewing and updating firms’ compliance manuals, policies and procedures, including provisions dealing with social media, elderly and vulnerable investors, customer complaints, and whistleblowing. In addition, he has helped clients navigate the complaint process operated by the Office of the Ombudsman for Banking and Investment Services (OBSI).

In addition to his regulatory and compliance practice, Richard has participated in the formation of investment funds and the provision of advice on the legal and regulatory implications of offering and distributing securities of such funds in Canada.

Robert Madej

CEO

PureFacts

Robert is the CEO of PureFacts, a WealthTech 100 Company that provides wealth management solutions for the financial services industry in Canada, USA, and UK. A business executive with a passion for entrepreneurship and people, Robert strongly believes that business can be used to benefit all six stakeholders; owners, employees, clients, partners, the community, and the environment.

Rob founded PureFacts in 2010 and has specialized in developing best-in-class software solutions for the financial industry. Rob is committed to achieving the goal of Worldwide Wealth by creating opportunity for everyone. That’s why his company is focused on creating meaningful, mission-critical solutions for the wealth industry that enable the company’s clients to help their clients live their best lives.

His company always looks to evolve their clients’ business and propel the wealth management industry forward through continued investment in innovation, growth, and most importantly, their people – the very core of who they are.

A MMATH in Pure Mathematics from the University of Waterloo, Rob enjoys solving very challenging problems of a mathematical nature; particularly within finance; business, and technology. Currently, PureFacts uses AI, big data, and their industry expertise to help firms realize value, increase productivity, reduce costs, and create an enhanced customer experience.