Daniel 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.

Adam Halbert

Principal

Timberline Equities Ltd.

Adam is a Toronto-based investor with a multidisciplinary and multi-asset focus. His family office invests directly and in funds with significant domain experience in real estate and transportation/logistics private equity. BA Columbia University in Socio-Cultural Anthropology.

Joseph Galli

Chairman

Pentor

Over the past 35 years, Joseph has completed dozens of restructuring, due diligence and acquisition mandates in numerous industries on behalf of private equity and venture capital firms and industry clients.  Joseph has directed over 200 conferences, seminars and workshops, has been a board member of several private and public organizations and is also an investor in a number of early stage public companies in Canada and the USA.  Prior to forming the PENTOR Group, Joseph was a consultant with Ernst & Whinney (now KPMG International) where he successfully raised millions of dollars and gained expertise in insolvency, bankruptcy and corporate restructurings.

As a result of Joseph’s wife and 2 of his 3 sons being diagnosed with Loeys-Dietz syndrome (LDS) in 2010, Joseph is a Director and co-founder of the Loeys-Dietz Syndrome Foundation of Canada (LDSF Canada).  LDSF Canada is implementing a multi-year strategic plan to raise awareness, drive research and provide support for patients and their families affected by LDS on a global basis. For more information on LDSF Canada please visit:  www.loeysdietzcanada.org

Joseph is very involved in the early stage capital markets as an investor (over 125 companies) and sits on numerous Boards of Advisors in the healthcare & cannabis, technology and financial services.  He is also the founding member of the Montreal chapter of the Private Capital Markets Association of Canada (PCMA) and was on the National Board of Directors for Canada.

Greg Racz

Founder

MGG Investment Group.

Prior to co-founding MGG, Mr. Racz was President of Hutchin Hill, a multi-billion multi-strategy hedge fund. Previously, Mr. Racz co-founded Octavian Advisors, LP, a $1.4 billion multi-strategy fund and was a corporate attorney at Wachtell, Lipton, Rosen & Katz. Mr. Racz was also a journalist at The Wall Street Journal. Mr. Racz clerked on the U.S.D.C. Circuit. He is a member of the Board of Trustees of the NYU Law School, and was a term member of the Council on Foreign Relations. He was named a “2011 Rising Star of Hedge Funds” by Institutional Investor and was named in 2019 a “Tomorrow’s Titan” by the Hedge Fund Journal.

Mr. Racz received his JD, Order of the Coif, magna cum laude, from NYU Law School and his BA, magna cum laude and Phi Beta Kappa, from Dartmouth College. Mr. Racz also studied at Oxford University and Leningrad State University.

Allison Taylor

CEO, Co-Founder

Invico Capital Corporation

Allison Taylor is the CEO and co-founder of Invico Capital Corporation.  Allison is a registered Portfolio Manager, graduate of the Haskayne School of Business with an MBA in Finance and Accounting and a graduate of the University of Western Ontario with an Honors Bachelor of Science in Actuarial Science and Statistics.  She has over 20 years of experience in corporate finance and alternative investments in both the private equity and private debt sectors. She started her career at Mercer Management and Towers Perrin in pension consulting, working on actuarial valuations for large company pension plans and then moved into investment banking at RBC Dominion Securities doing mergers and acquisitions. She advanced her career by moving to Ernst & Young Corporate Finance Inc. focusing on private market merger and acquisitions specializing in unique situations and niche opportunities to help private companies structure capital raising.  It was these experiences that highlighted the opportunity to start Invico Capital with co-founder Jason Brooks in 2005.  She was a Director of the Private Market Capital Markets Association of Canada, previously sat on the Board of Directors for the YWCA of Calgary and most recently, was appointed as an Investment Committee Member on the University of Calgary Investment Committee.