The CAASA Family Office Summit brings together speakers and participants from single and multi- family offices, investment dealers, Canadian and global investment management houses, and affiliated service providers. Panels and break-out sessions will focus on key issues facing family offices in Canada and elsewhere including structuring, legal & tax issues, IT and operational areas, and investments – including: hedge funds, CTAs, private equity, private lending, real estate, infrastructure, and crypto-assets/blockchain-related investments. All content is subject to Chatham House Rule.
We partnered with SigmaSandbox to create a data room to provide a more robust experience for managers and investors by getting performance and other information into the hands of prospective investors. This free offering, exclusive to CAASA members, can be used in advance of the conference, during it, and afterward as much as one might like.
Chief Executive Officer
Prime Quadrant
Chief Operating Officer
Dart Family Office
Chief Executive Officer
Prime Quadrant
Mo is the Chief Executive Officer at Prime Quadrant. Prior to Prime Quadrant, Mo founded and led organizations in industries as diverse as education, auto restoration, e-commerce and microfinance.
Philanthropically, Mo is the current Chairman of CAF Canada, the Prime Quadrant Conference and the Prime Quadrant Foundation. Mo also sits on the boards of several non-profit organizations including, CJPAC, Hebrew University and Holland Bloorview Hospital.
Mo has served on numerous investment committees and had a five-year tenure as the Chief Executive Officer of Yeshiva University (Canada), where he was responsible for overseeing all aspects of strategic development, recruitment and managing the Canadian endowment.
Mo has also authored or co-authored four books including, Partners in Preservation: How to Know Your Advisor Is Truly Protecting Your Wealth, The Philanthropic Mind: Surprising Discoveries from Canada’s Top Philanthropists, In Search of the Prime Quadrant: The Quest for Better Investment Decisions, and Selling Snake Oil: Investment Lessons from the World’s Greatest Frauds.
In recognition of Mo’s contributions to the community and innovative leadership, Mo has been selected as the recipient of Canada’s Top 40 Under 40 Award. However, his greatest distinction continues to be his extraordinary wife and five adorable children.
Mo holds multiple degrees, Magna Cum Laude, from Yeshiva University, and an MBA from the University of Toronto’s Rotman School of Management.
Chief Operating Officer
Dart Family Office
Bobby Paul has nearly two decades of experience as an executive in the global fund and banking industry across multiple US and Caribbean locations, including New York and the Cayman Islands.
After obtaining his Bachelor of Business Administration from The Wharton School at the University of Pennsylvania in 2003, Bobby joined a growing multi-strategy, multi-billion-dollar hedge fund in Greenwich, CT. In 2004, Bobby moved to the Cayman Islands where he led the Loan Operations group at Butterfield Bank’s Credit Risk Management department.
In 2008, Bobby returned to New York to work for a global macro hedge fund. In 2010, he joined Highbridge Capital Management as Vice President of Derivative Operations where his focus was the strategic implementation of operational frameworks and systems to comply with global regulatory reform requirements. In 2014, Bobby moved to Louisville Kentucky, where he assumed the role of Head of Operations – Americas at First State Investments, a lead Australian-based global asset manager. There, he supported the company’s expansion in the Americas and launched the company’s first US mutual fund.
Bobby earned his M.B.A from The Kellogg School of Management at Northwestern University in 2018. He returned to the Cayman Islands in November 2019, where he was appointed Chief Operating Officer at Dart Management Services Limited.
Senior Managing Partner & CEO
Napier Park Global Capital
Chairman and CEO
Sagard Holdings
Investor Relations
Group RMC
Chief Investment Officer
Zen Capital and Mergers
Co-Founder, Executive Chairman, and CIO
Our Family Office
Co-Founder
CMCC Global
Founder
InnovFin Consulting Inc
CEO & Co-Founder
Consilium Crypto
Portfolio Manager
Spartan Fund Management (Perisen Funds)
Managing Partner
Fort Greene Capital
Credit Opportunities Portfolio Manager
Emso Asset Management
Partner, Capital Markets & Securities
McMillan LLP.
Founder and CEO
Castle Hall Diligence
General Counsel and Executive Vice President of Regulatory Affairs
Hut 8 Mining
Director, Business Development
Lyxor
President
Maxam Capital Management Ltd.
Vice-President – MULTI-Asset & Currency Management
CIBC Asset Management
Head of Fixed Income
Picton Mahoney Asset Management
Founder & Managing Partner
Maverix Private Equity
Founding Partner & CEO
Highline Beta
President, CEO, and CIO
LionGuard Capital Management Inc
Chief Operating Officer
Fipke Group
Head of Business Development and Investors Relations
Carlisle Management Company S.C.A.
Chief Executive Officer
Espresso Capital
Vice President, Senior Analyst, & Multi Asset Class Mandates
Cidel
Venture Partner
Raiven Capital
Co-Founder & CEO
Our Family Office
Founder & Managing Partner
Private Debt Partners
Senior Vice President Investments & Chief Compliance Officer
Gentai Asset Management
President & Chief Executive Officer
Donville Kent Asset Management
Partner, Head of Greater China and North Asia
Actis
Client Relationship and Development Manager
Richter Family Office
President & Chief Investment Officer
Heirloom Investment Management
Co-Founder and Managing Partner
Hudson Valley Property Group
Portfolio Manager
CMLS Asset Management
Managing Director
Axonic Capital
Managing Director & Head of Expansion Capital
Morgan Stanley Investment Management
Executive Vice President and Chief Financial Officer
Horizon Capital Holdings
Portfolio Manager
Echelon Wealth Partners
Co-Founder & Partner
Framework Venture Partners
Chief Investment Officer
Wealhouse Capital Management
Managing Director, Co-head of Real Estate Debt
Kayne Anderson Capital Advisors L.P.
Director
FirePower Capital
Senior Managing Partner & CEO
Napier Park Global Capital
Jim O’Brien is a Senior Managing Partner and CEO of Napier Park. Jim was previously Co-CEO of CCA. Jim was a co-founder of Carlton Hill Global Capital (“CHGC”), a specialized asset management firm that was acquired by Citi in 2007. Prior to establishing CHGC in 2005, Jim spent 19 years at Morgan Stanley in the Fixed Income Division. He worked in London for 5 years and served as a Managing Director for 12 years. Over the course of his career at Morgan Stanley, Jim held numerous senior management positions including Co-Head of the Global Corporate Credit Group, Co-Head of the Global Investment Grade Credit Group, Head of Global Cash Corporate Trading, Head of Global Credit Research and Head of European Corporate Bond and ABS trading. He spent his first eight years at Morgan Stanley in the US International Sales and Product Management Group. Jim began his career in the Unit Investment Trust Division of Merrill Lynch. He has been honored with Service and Humanitarian awards from Team Walker, Inner City Education Foundation and Seton Hall University. Jim earned a BS degree in Finance from Seton Hall University.
Chairman and CEO
Sagard Holdings
Paul Desmarais III is the Chairman and CEO of Sagard Holdings, the Executive Chairman and Co-Founder of Portag3 Ventures, and the Chairman and co-founder of Diagram. Within the investment portfolios of Portag3 Ventures and Sagard Holdings, he is the Chairman of Wealthsimple and Peak Achievement Athletics and a director of Koho, Integrate AI, and IntegraMed.
Paul is also a Senior Vice President of Power Corporation of Canada and Power Financial of Canada. As a part of his responsibilities at the holdings, he sits on the boards of Groupe Bruxelles Lambert, and Imerys.
Prior to his current role, Paul worked at Goldman Sachs in the Investment Banking Division, Investment Group, and Special Situations Group; Imerys in supply chain management and strategy; and Great West Lifeco in risk management. Paul is a recipient of a B.A. in economics from Harvard College and holds and an MBA from INSEAD in France.
Investor Relations
Group RMC
Evelyne heads Investor Relations at Group RMC, a family-held private real estate co-investment group headquartered in New York City. Group RMC is focused on acquiring and holding large, undervalued office portfolios in the U.S. Midwest and Southeast and presently oversees 19.4 million sq. ft. of commercial office real estate, representing over $2BN in asset value. Its principals co-invest to a significant degree in each acquisition alongside co-investors from across North America, Asia, the Middle East and Europe. Evelyne has previously worked in Canadian politics and completed a BA in sociology from McGill University, as well as graduate studies in the UK at the University of Cambridge and Oxford University.
Chief Investment Officer
Zen Capital and Mergers
Daniel Stow is the Chief Investment Officer at Zen Capital & Mergers. His primary job functions include looking for new investments and opportunities while managing the balance of the portfolio. Zen Capital & Merger’s mission is to seek investments that meet their return requirements in conjunction with looking for quality management and integrity. As the Chief Investment Officer, Daniel is responsible for monitoring, managing, and developing investments in alternative assets.
Daniel proactively keeps up to date with market developments and regulation changes. He has confidence in dealing with board members, committees, and external fund managers. As a consequence of his 7 years’ experience with the company, Daniel has a seasoned perspective on how to manage an international portfolio with investments in both public and private companies. He has a Bachelor of Business Administration Honours with Distinction in International Business and Finance. In addition, Daniel also holds the CSC accreditation from the Canadian Securities Institute. When he is not keeping busy at Zen Capital & Mergers he enjoys getting outside and enjoying the beautiful nature British Columbia has to offer.
Co-Founder, Executive Chairman, and CIO
Our Family Office
With investment management and wealth advisory experience dating back to 1972, Our Family Office’s Co-Founder, Executive Chairman and CIO enjoys a well-deserved reputation as a trusted and respected figure in the Canadian financial services industry. His keen intellect and deep expertise make him particularly well-qualified to revolutionize the shared family office segment in Canada and grow Our Family Office into the market-leading service provider and partner to the nation’s wealthiest families. Highlights of Neil’s career to date include:
In addition, Neil has been the President of Privatech Investments Inc., an investment company headquartered in Toronto, Canada since 1994.
Volunteerism and Philanthropy Neil has been extensively involved in philanthropy and a range of activities, including acting as:
Co-Founder
CMCC Global
Charlie is the co-founder of CMCC Global, a blockchain asset management company that manages three digital asset funds as well as the Liberty Bitcoin Fund. CMCC Global was founded in Hong Kong in 2016 and today has offices in Asia and North America. It has a particular focus on Fintech innovation in Asia. Charlie’s background as both a software engineer and management consultant allows him to combine a deep technical understanding of blockchain technology with the ability to evaluate its business implications.
Charlie’s involvement in the blockchain space has included advising financial institutions, developing blockchain applications and investing in companies and protocols. He has given keynote addresses at the CLSA Investor Conference, Franklin Templeton annual offsite and the Global Investment Forum. He has also presented to senior management at many large institutions including Fidelity, Putnam Investments and Wellington Management.
Founder
InnovFin Consulting Inc
Othalia Doe-Bruce is the Founder of InnovFin Consulting Inc., a consulting and advisory firm helping companies leverage Blockchain technologies, to cut costs, generate revenues and access financing.
In 2018, she founded The Innovative Financier (TIF), a not-for-profit and an information hub with a community strong of 600+ members. TIF raises awareness on emerging tech to help individuals identify opportunities in the new digital economy. TIF raised funds for charities such as: Salvation Army, PAWS and Film4Peace.
She is also an Executive at the BlockchainHub, an NGO within York University providing education, research and commercialization of Start-Ups. There, she has designed and managed successful commercialization and educational programs, allowing her to grow the community to 6,000+ members. In 2018, she launched the first Blockchain Recruitment Day in Canada with 250 selected applicants, and sponsors such as KPMG, IBM, Toda and Skrumble.
CEO & Co-Founder
Consilium Crypto
Austin is the CEO and co-founder of Consilium Crypto (https://consiliumcrypto.ai/), a big data company developing institutional grade investment analytics and liquidity access tools for the digital asset markets, helping funds find alpha and place large orders efficiently in times of thin liquidity. With a background in software development and machine learning Austin brings a skillset balanced between technology and business. He previously worked with a distributed team based in L.A./San Francisco to build predictive models for crime hotspotting in major US cities, before shifting to the world of Finance to build machine learning trading systems for currency markets.
Portfolio Manager
Spartan Fund Management (Perisen Funds)
John is a board director and portfolio manager for the Perisen Funds at Spartan Fund Management. He co-founded Perisen in 2009 with Rick Brooks-Hill to pioneer the life settlement market in Canada. Prior to starting Perisen, John spent 17 years in the asset management industry in various portfolio management and sales & marketing capacities including co-founding a mutual fund company which was subsequently listed on the Toronto Stock Exchange. He was Portfolio Manager & Vice President at J. Zechner Associates between 2005 and 2008, Portfolio Manager with Phillips Hager & North from 1997 to 2005 and began his career at Burns Fry in 1993. John received his Bachelor of Arts degree in Economics from the University of Western Ontario in 1991, earned the Canadian Investment Manager (CIM) designation in 1998 and the Chartered Financial Analyst (CFA) designation in 1999.
Managing Partner
Fort Greene Capital
Michael Rudd is the Managing Partner at Fort Greene Capital, a family office advisory group. He specializes in private equity and hedge fund selection, as well as portfolio construction.
Prior to Fort Greene Capital, Michael served as Chief Investment Officer at Sigma Analysis and Management Ltd in Toronto, constructing portfolios of hedge funds for Sigma’s managed account platform. Michael started his career at UBS in London, rising to lead the credit derivative index (iTraxx) and swaption trading desk before transferring to New York to run RBC’s covered bond and yankee bank trading platforms.
Michael received an MSc in Accounting and Finance (specialization Finance) from the London School of Economics and is a Chartered Investment Manager®.
Credit Opportunities Portfolio Manager
Emso Asset Management
Marco started his career as a consultant focused on financial services at Oliver, Wyman & Co. He joined HBK Capital Management in 2005, where he worked until 2013 where he was the co-head of EM. Thereafter, he was co-head of EM at Pine River Capital Management, focusing on illiquid opportunities in CEEMEA and LatAm. He oversaw all aspects of investing: sourcing, structuring, trading, and management of illiquid positions. At Pine River, he was instrumental in creating a consumer-lending platform in Brazil, as well as tax-blocker subsidiaries. Marco joined Emso in 2017. Marco graduated magna cum laude from the University of Pennsylvania with a B.A. and a B.Sc., and was admitted to the Phi Beta Kappa Society. Marco is also a Chartered Financial Analyst.
Partner, Capital Markets & Securities
McMillan LLP.
Jennie Baek practises capital markets and securities law with an emphasis on the investment funds and asset management industry.
Jennie has significant experience in the asset management industry and brings unique expertise and a practical approach with respect to operational, compliance, due diligence, and investment matters.
Advising on a variety of corporate and securities law matters, Jennie assists clients with the formation, structuring, management, and distribution of public funds and private equity funds as well as other investment products. She also provides counsel on registration and regulatory compliance, corporate governance and reporting obligations, and public and private financings. Jennie has experience in share and asset transactions, mergers and acquisitions, corporate reorganizations, and other corporate transactions.
Prior to joining McMillan, Jennie worked as in-house counsel at a leading investment fund company and practised at a Toronto law firm. She is a member of a number of industry organizations, including the Canadian Association of Alternative Strategies & Assets (CAASA), the Alternative Investment Management Association (AIMA), and the Portfolio Management Association of Canada (PMAC).
Founder and CEO
Castle Hall Diligence
Chris is the Founder and CEO of Castle Hall, where he leads a team of more than 80 professionals conducting operational, ESG, risk and cyber due diligence on behalf of more than 100 asset owners worldwide.
Chris is one of the industry’s very first operational due diligence professionals. After audit experience with both Deloitte and PwC, Chris began his due diligence career in 1997 with the Atlantic Philanthropies (a multi billion dollar foundation and early hedge fund investor). Chris then joined UBP (2001) and co-founded Amber Partners (2004).
Chris is an advocate for enhanced best practices across the asset management industry. In addition to his work at Castle Hall, he is a member of the CFA Institute Global Industry Standards Steering Committee, and is a founding member of the Executive Committee of the Fund Governance Association. Chris also served for 6 years (2011-2016) as a member of the CFA Institute Capital Markets Policy Council, acting as Chair for a maximum three-year term.
Chris is a Fellow of the Institute of Chartered Accountants in England and Wales and is a CFA Charterholder.
General Counsel and Executive Vice President of Regulatory Affairs
Hut 8 Mining
Tanya Woods is General Counsel and Executive Vice President of Regulatory Affairs of Hut 8 Mining Corp., one of the largest publicly traded Bitcoin miners in the world. Tanya is a seasoned legal professional, successful strategic advocate, author and global public speaker with established expertise in Blockchain, peer-to-peer technology, social impact innovation, and sustainable financial innovation. Tanya has completed two Masters of Laws including specialization in Technology Law, is a former trade negotiator, and has held senior level positions representing national and multinational organizations as a strategic advisor and legal counsel in the telecommunications, technology, sustainability and entertainment sectors. She is an advisor to CC UNESCO Cultural Committee and the Canadian Standards Organization Sharing Economy Committee. She most recently served as founding Managing Director of Canada’s first Chamber of Digital Commerce to advocate for and grow the country’s blockchain ecosystem. Tanya has been recognized by the Obama Foundation Global Civic Leader, Canadian Broadcasting Corporation as a Trailblazer, as a Bootstrap Award Winner for Social Impact, and by Toastmasters International for Community Leadership.
Director, Business Development
Lyxor
Mark Tower is a Director of North American Business Development at Lyxor Asset Management Inc. (“Lyxor Inc.”), a wholly-owned subsidiary of Société Générale Group. Mr. Tower joined Lyxor Inc. in December 2015. Prior to joining Lyxor Inc. Mr. Tower was an Institutional Sales & Business Development Consultant at UBP Asset Management from December 2013 to December 2014. Prior to that, Mr. Tower was Head of Institutional Marketing at Rock Maple Funds from 2009 through 2013. From 2004 to 2009, he was Vice President, Institutional Marketing at Muirfield Capital Management. Prior to that Mr. Tower handled Institutional Marketing at Refco Alternative Investments Group from 2002 to 2003. From 2000 to 2002 he was a Wholesaler at Ortbitex Financial Services Group. Mr. Tower has more than 15 years of experience with alternative investments, including hedge funds, fund-of-hedge funds, and liquid alternatives.
Mr. Tower serves as a board member for Friends of Firefighters and Badge of Honor Memorial Foundation, both non-profit organizations. Mr. Tower received a B.A. from Boston College.
President
Maxam Capital Management Ltd.
Travis Dowle is the President of Maxam Capital Management Ltd. Travis began his career in 1996 with MK Wong & Associates, which was later acquired by HSBC Asset Management. Travis left HSBC in 2007 to lead public market investments for a family office/private investment group, before he founded Maxam in 2009. Travis is a graduate of the University of Western Ontario and holds the Chartered Financial Analyst (CFA) designation.
Vice-President – MULTI-Asset & Currency Management
CIBC Asset Management
Michael Sager is a member of the CIBC Client Portfolio Manager team. Dr Sager partners with all CIBC distribution channels to deliver targeted thought leadership, education, and investment advice and perspective to clients and consultants.
Prior to joining CIBC Asset Management in 2018, Dr. Sager was an Asset Allocation Consultant at Alignvest Investment Management. Previously, he was a Senior Portfolio Manager at the Canadian Pension Plan Investment Board, a Fixed Income Currency Strategist at Wellington Management, Head of Currency Research at JP Morgan Asset Management and Putnam Investments, and an economist at the European Central Bank and the Bank of England.
Dr. Sager earned a Ph.D. in Economics from the University of Warwick and a Master of Science degree (with distinction) in Economics from the University of London.
Head of Fixed Income
Picton Mahoney Asset Management
Philip Mesman is a partner and lead Portfolio Manager of our firm’s Income Strategies. Phil’s previous investment experience includes working through the ranks at Scotiabank as a Commercial Lender; Merrill Lynch as a Proprietary Analyst and Trader; Greywolf Capital as a Credit Analyst; and Harris Investments as Managing Director and Portfolio Manager. As a 20+ year veteran in the investment industry and second generation credit specialist, Phil brings extensive experience across all facets of income investing. Phil graduated from the University of Western Ontario with a degree in Economics and is a CFA charterholder.
Founder & Managing Partner
Maverix Private Equity
John is the Founder and Managing Partner of Maverix Private Equity. John’s focus will is on guiding the strategy of the firm, Chair of the Investment Committee and is deeply involved with sourcing and leading opportunities particularly within the technology industry. John is also the Founder of OMERS Ventures. Through John’s leadership as Chief Executive Officer, OMERS Ventures had invested over $500 million of capital in over 40 disruptive technology companies across North America, including growth investments in Shopify, Wattpad, Wave, Hootsuite, Rover, Desire 2 Learn, Hopper, DuckDuckGo, TouchBistro and League. During his tenure at OMERS, John also formed OMERS Platform Investments as its Executive Managing Director. He has led investments in Purpose Financial, PointNorth Capital, District Ventures, OneEleven and ArcTern Ventures. John is also the Co-founder and Vice Chair of the Council of Canadian Innovators, a non-profit organization dedicated to helping high-growth Canadian technology firms scale up globally. Further, John sits on a number of boards of leading innovative organizations in both the profit and non-for-profit sector. John’s work has been recognized by numerous organizations. He has been selected as Canada’s Most Powerful Business Person by Canadian Business Magazine and as one of Toronto’s most influential persons by Toronto Life Magazine. John has been awarded with the Outstanding Progress and Achievement Award by the Schulich School of Business, an award for outstanding career achievements in their respective field. In 2018, John was honored with the Order of Merit of the Italian Republic which made him a 5th Class Knight. In 2020, John became a Fellow of the Chartered Professional Accountants of Ontario (FCPA).
Fun fact: John and his wife named each of their children after their favorite bottle of wine.
Founding Partner & CEO
Highline Beta
Marcus Daniels is a Founding Partner & CEO of Highline Beta where he leads visionary execution, strategic deals, corporate venture co-investment and startup funding. He has 21+ years as a serial tech entrepreneur & operating executive with a top decile pre-seed investing (34 startups) track record. 12+ years working with Fortune 1000 companies advising on corporate innovation models & building a pipeline of new corporate ventures beyond the core business. Formerly the Co-Founder & CEO of HIGHLINE.vc and Managing Director of Extreme Startups, Marcus continues to help evolve accelerator models to make corporate-startup collaboration work
President, CEO, and CIO
LionGuard Capital Management Inc
Andrey Omelchak is the President, Chief Executive Officer and Chief Investment Officer of LionGuard Capital Management Inc., the Company he founded in April 2014. As President & CEO, Andrey sets the Company’s corporate direction, makes key personnel hiring decisions and ensures adherence to the highest ethical and professional standards in all dealings. As Chief Investment Officer, Andrey oversees the investment strategy of the Funds managed by the Company.
His role of Chief Investment Officer includes asset allocation decisions, stock selection decisions, and a rigorous risk management process. Andrey ensures that all research personnel adheres to core investment philosophy and effectively contributes towards strengthening Company’s research expertise. Mr. Omelchak also oversees interactions with LionGuard’s sophisticated client base, which includes institutional investors, family offices, fund of funds and select investment advisers.
Before LionGuard, Andrey worked as Portfolio Manager, Canadian Equities, at Montrusco Bolton Investments, where he oversaw Canadian Small Capitalization Equity Fund, Canadian Medium Capitalization Equity Fund, and other mandates, with combined assets under management of over C$1.35 billion. He also designed new strategies, which were successfully marketed to the Company’s institutional clients. Andrey left Montrusco to start LionGuard Capital at the end of March 2014. Prior to that, Andrey worked in the sell-side research department at Dundee Securities (currently Eight Capital). Andrey strongly believes that an excellent understanding of the inner workings of the sell-side makes him a better fund manager. Before Dundee, Andrey worked in research, trading and risk management roles at a Montreal-based Bellator Fund Management. Initially hired as a risk manager, Andrey subsequently moved to research and trading roles within the company.
Mr. Omelchak graduated with distinction from Concordia University, in Montreal, where he completed both his B.Comm, and M.Sc. (Finance) degrees. His graduate thesis was published in The Journal of Portfolio Management and The Journal of Derivatives & Hedge Funds, as well as presented at several academic conferences. Andrey also obtained Financial Risk Manager (FRM) designation from Global Association of Risk Professionals, Chartered Investment Manager (CIM) designation from Canadian Securities Institute and Chartered Financial Analyst (CFA) designation from CFA Institute.
Andrey is a frequent guest and commentator on Bloomberg BNN (including on Market Call), AIMA panels, CAASA panels, Reuters, Financial Post, Les Affaires and other media companies and associations.
Chief Operating Officer
Fipke Group
Jason Granger is the Chief Operating officer of Kel-ex Developments Ltd. and the Fipke Group, a privately owned independent group and family office. In this role he is responsible for managing a group of private companies, managing the investment portfolio, and helping to represent the group in its holdings of publicly traded mineral exploration companies.
Jason has 12 years of capital markets and investment experience, including 8 years in equity research covering diversified industrials and 4 years in corporate development and investor relations. He also spent 10 years in accounting and finance roles in public practice, industry and CFO advisory capacities.
Jason holds a BBA from Simon Fraser University and an MBA from the Schulich School of Business at York University. He also has a designation as a Chartered Professional Accountant and is a CFA charter holder.
Chief Executive Officer
Espresso Capital
Alkarim Jivraj has been involved in technology investment banking, venture capital, and venture debt for more than 20 years, during which time he has advised or invested in over 200 companies. Prior to joining Espresso, he was the Founder and Managing Partner of Intrepid Business Acceleration Fund, a venture capital fund, and Managing Director of the advisory firm Intrepid Equity Finance. Alkarim started his finance career at Yorkton Securities, a boutique investment banking firm, eventually leading its information technology investment banking practice and co-managing two investment funds.
Vice President, Senior Analyst, & Multi Asset Class Mandates
Cidel
Matthew is responsible for Cidel’s alternative investment mandates and third party manager research efforts. He oversees the sourcing, due diligence, and selection of third party managers at the firm. Matthew is also a member of Cidel’s ESG Committee. Prior to joining Cidel in 2018, Matthew was Vice President and a core member of the investment team at Optima Fund Management LLC – an NYC-based alternative investment firm specializing in hedge fund multi-manager programs and advisory services.
Venture Partner
Raiven Capital
Laurie Fuller is a Venture Partner, Strategic Advisor, Investor and Executive Coach. She is an accomplished leader who enjoys helping entrepreneurs scale by identifying growth capital, developing strategy and implementing operational models. She is skilled in working with entrepreneurs to hire, train, and manage diverse teams to achieve high performance. Currently, Laurie is a Venture Partner at Raiven Capital. Raiven Capital is a Canada-Silicon Valley Series A venture fund that concentrates on investments just before scaling begins. In a previous role in a Silicon Valley tech company, she was responsible for the development and implementation of operational models which enabled global revenue growth from $1.2B to $6.2B during her tenure. Her international work experience includes positions based in North America, Europe, Asia and Africa. She brings a global perspective and builds strong partnerships that transform businesses. She has a Global Executive MBA from TRIUM (NYU/LSE/HEC); MA from Stanford University; and a BS in Decision Science.
Co-Founder & CEO
Our Family Office
Tim Cestnick enjoys a reputation as one of Canada’s most respected experts and public speakers in the areas of tax and personal finance. Tim is Co-Founder & CEO of Our Family Office Inc., one of Canada’s leading wealth advisory firms to affluent families.Tim consults and speaks in all areas of personal finance. In addition to his CA designation, he is a Chartered Professional Accountant (CPA), Certified Public Accountant (Illinois), a Certified Financial Planner (CFP), and a Trust and Estate Practitioner (TEP).Tim’s national speaking profile is confirmed by his position as a personal finance columnist for the Globe & Mail’s Report on Business, Canada’s national newspaper. He has authored 18 best-selling books, and is a regular contributor and on-air personality on radio and television. He appears regularly on CTV, CBC Newsworld, BNN, and the best-known money programs in the country.Tim and his wife Carolyn have three children and two dogs. All are hockey fanatics – especially the dogs.
Founder & Managing Partner
Private Debt Partners
Jeffrey Deacon is a Founder and Managing Partner at Private Debt Partners where his focus is originating high-quality, mid-market long-term loans while overseeing all aspects of the firm’s portfolio management requirements. Jeffrey serves as Co-Head of origination and portfolio management. Jeffrey was formerly a Managing Director at Fiera Private Debt and Integrated Asset Management for over four years, where he was a leading originator on a team that completed transactions valued over $1 billion across various industry sectors and throughout Canada. Prior to this, Jeffrey managed a top-performing team in the GTA for Roynat Capital, earning recognition as a top-performing District Director for the merchant capital and long-term lending arm of the Bank of Nova Scotia.
Partner, Head of Greater China and North Asia
Actis
Thomas was one of the founding members of Standard Chartered Bank’s Principal Finance Real Estate group in 2010 and joined Actis in 2018 when the business was acquired from the bank. He leads the teams in Shanghai, Seoul and Hong Kong that have completed over USD700 million in opportunistic real estate investments in China and Korea, working with leading developers and high quality operating partners.
Prior to Actis, Thomas has accumulated over two decades of pan-Asian direct investment and advisory experience. He started his career with the Shangri-La group, working on hotel pre-opening projects across Southeast Asia and China. He then joined PKF Consulting and advised Asian developers and owners on projects from India to Indonesia and the Philippines and China. In 1998 he joined the Koos Group and, for nine years, took on different leadership roles in financial advisory as well as direct investment functions in Hong Kong, Thailand, Korea and China for this leading Asian family group. Thomas moved to Beijing in 2004 when he took over the leadership of a real estate development business controlled by the Koos, completed and sold projects including offices, high end residential, hotel and serviced apartments in the greater Beijing and Shanghai areas. He then joined Aetos Capital in 2007 as one of the senior members of the China investment team before joining Standard Chartered Bank in 2010.
Thomas holds a master degree in business administration from the joint Kellogg-HKUST EMBA program and acquired dual bachelor degrees in finance and hospitality from Boston University.
Client Relationship and Development Manager
Richter Family Office
Athas is a Client Relationship and Development Manager at Richter Family Office with a focus on working with UHNW families. He brings more than 15 years of experience in the investment industry with an emphasis on alternative investments. Before joining Richter, he was a Partner at Alignvest Investment Management with a focus on business development. Prior roles included being a Regional Director for Russell Investments, where he was responsible for mid-market institutional business development and a Regional Sales Manager role at Man Investments Canada. He began his career at BluMont Capital, where he was a research analyst.
Athas is a CAIA Charterholder and a member of the Chartered Alternative Investment Analyst Association. He holds a Bachelor of Commerce degree from the University of Toronto.
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 alternative funds and 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.
Co-Founder and Managing Partner
Hudson Valley Property Group
Jason co-founded HVPG with a vision to create the preeminent housing preservation firm, improving upon the availability, quality, and affordability of housing across the country. A recognized industry leader, Jason applies his creativity, tenacity and business acumen towards building an impactful organization that achieves outstanding results for its partners – both for-profit and non-profit, and the communities it serves. Jason leads the strategic direction for the firm and ensures each project, partnership and investment is structured for success. Before founding HVPG, Jason founded and built Off Campus Partners (OCP), the nation’s largest online marketplace for off campus housing, which helps millions of students secure housing each year. OCP was acquired by CoStar in 2019. In his career, Jason has successfully executed over $2.5B of investments on behalf of private investors and corporations. He also previously worked in mergers & acquisitions and corporate management. Jason holds an MBA from Stanford’s Graduate School of Business and a BS in finance from the McIntire School of Commerce at the University of Virginia, where he was honored with the Warwick Johnson Jr. award for academic achievement.
Portfolio Manager
CMLS Asset Management
Mr. Adamick is the portfolio manager of the CMLS Mortgage Fund, and is a co-manager on several segregated institutional mortgage mandates. He has 10 years’ experience in investment management and mortgage finance.
Mr. Adamick began his career with KPMG LLP in Vancouver and spent several years with RBC Capital Markets’ top-ranked diversified financials equity research team covering publicly-traded investment management companies and mortgage and housing companies. Mr. Adamick is a graduate of the University of British Columbia, is a Chartered Accountant and a CFA charterholder.
Managing Director
Axonic Capital
Robert Duggan is a Managing Director at Axonic Capital working in the Business Development Group. Prior to Axonic, Mr. Duggan was a Partner and Senior Portfolio Manager at SkyBridge Capital, a global alternative asset management firm that specializes in fund of hedge funds products. At SkyBridge, Mr. Duggan was responsible for portfolio management, manager sourcing, and due diligence across various hedge fund strategies. Mr. Duggan joined SkyBridge in 2010 via the acquisition of Citi Alternative Investments (CAI) Hedge Fund Management Group. Before joining CAI, Mr. Duggan was a senior analyst at International Asset Management (IAM), where he was responsible for sourcing, due diligence and monitoring the firm’s U.S. based hedge fund investments across a broad range of investment strategies. Prior to IAM, Mr. Duggan held research analyst roles at Northern Trust Global Advisors and Alpha Investment Management.
Mr. Duggan received a B.A. in economics from Fordham University and is a CFA Charterholder.
Managing Director & Head of Expansion Capital
Morgan Stanley Investment Management
Pete Chung is a Managing Director and Head of Morgan Stanley Expansion Capital. Previously, Pete served as the Co-Head and Managing Member of Morgan Stanley Venture Partners (“MSVP”), Morgan Stanley’s technology and healthcare focused late-stage investment funds. Prior to that, Pete Co-Founded Morgan Stanley Technology Ventures, the strategic investment arm of Morgan Stanley Technology Investment Banking, and Pete was also involved with Morgan Stanley Principal Investment’s growth equity investing activity. Pete joined Morgan Stanley Technology Investment Banking in 1993 and helped open Morgan Stanley’s first Silicon Valley office in Menlo Park in 1994. Pete is a graduate of Dartmouth College and the Stanford Graduate School of Business.
Executive Vice President and Chief Financial Officer
Horizon Capital Holdings
Enzo Gabrielli has been with the family office of the Right Honorable Paul Martin for the past 15 years and is currently the Executive Vice President and CFO. The principal holding is CSL Group (Canada Steamship Lines) which is the world’s largest commercial manager of self-unloading vessels, and operates highly specialized fleet for off-shore transhippers and bulk carriers. Horizon Capital Holdings Group is a broad-based investment vehicle and management organization that provides diversification to marine logistics. Our portfolio includes North American real estate and direct investments in private companies, with a primary intent to buy and hold for expansion and growth. In his capacity, Enzo holds the title of President for various subsidiaries companies and also serves as a director and audit committee chairman for several portfolio investments and not-for-profit entities. He oversees the real estate and investment portfolio, assists with various philanthropic initiatives and manages the various facets of a family office. Prior to joining Horizon, Enzo worked for accounting firms in the financial advisory services, with significant experience in corporate finance, M&A transactions, insolvency and corporate restructuring in Canada and United States. Enzo pursued his graduate studies at McGill University where he graduated with Great Distinction. He holds both a chartered accountant and chartered financial analyst designation as well as the ICD.d designation. He lectured in the business program at McGill University.
Enzo Gabrielli fait partie du bureau de gestion du patrimoine familial du Très Honorable Paul Martin depuis plus de 15 ans et agit présentement en tant que vice-président exécutif et chef de la direction financière. L’actif principal est le Groupe CSL (Canada Steamship Lines) qui détient et exploite une flotte hautement diversifiée de navires autodéchargeurs spécialisés, de transbordeurs en mer et de vraquiers de petit tonnage. Horizon Capital Holdings est une société de gestion et d’investissement qui offre une diversification à l’industrie du transport maritime. Le portefeuille comprend des actifs immobiliers en Amérique du Nord ainsi que des participations dans des sociétés privées, avec comme objectif principal la détention à long-terme axée sur la croissance. Il agit également à titre de président de plusieurs filiales du groupe ainsi qu’administrateur et président du comité de vérification de plusieurs des sociétés en portefeuille et organismes à but non-lucratif. Il assure un suivi du portefeuille d’investissement en immobilier, supporte les activités philanthropiques du groupe et gère différents aspects du bureau familial. Avant de se joindre au groupe, Enzo a acquis de l’expérience au sein de bureaux comptable dans le domaine du financement corporatif, transactions de fusions et acquisitions, insolvabilité et restructuration tant au Canada qu’aux États-Unis. Enzo a poursuivi ses études supérieures à l’université McGill où il a gradué avec la mention « Grande Distinction ». Il est détenteur du titre de CPA et CFA ainsi que du titre IAS.A. Il a donné plusieurs cours dans la faculté de gestion de l’université McGill.
Portfolio Manager
Echelon Wealth Partners
Omar began his career in the wealth management industry in the early 2000’s, working extensively in financial planning and investment advisory roles at one of the major Canadian banks. Omar has worked in the brokerage industry for over 15 years, and as a Portfolio Manager at Echelon Wealth Partners for the last 9 years. Drawing on a background in financial planning and investment management, Omar is uniquely positioned to build investment plans for clients who often have complex financial planning needs.
As a Portfolio Manager, Omar’s focus is on combining often unique and diversified sources of returns in a customized managed portfolio based on his clients’ preferences and goals. Applying an evidenced based approach to both investment management and financial planning, Omar’s clients benefit by understanding the true cost of their future goals such as retirement or education planning.
Omar has earned the prestigious Chartered Financial Analyst® (CFA) designation, demonstrating his strong commitment to his clients and the investment industry. In addition to being a CFA charter holder, Omar also holds the Certified Financial Planner (CFP) designation. Omar graduated from York University with a BA in Economics.
Co-Founder & Partner
Framework Venture Partners
Peter Misek is a Co-Founder and Partner of Framework Venture Partners. Based in Toronto, he comes with over 17 years of venture capital experience as an Advisor/ Venture Partner for DN Capital including direct involvement in multiple unicorns. At Framework, Peter’s investments include FlipGive, Daisy Intellidence, GoViral Inc., TouchBistro, Wattpad and Wave Financial.
Prior to Framework, Peter was a Partner at BDC IT Venture Fund. With an entrepreneurial background, Peter is a Chairman and Founder of SoundPays Inc. and an original programmer of the technology. Peter has almost 20 years of investment banking experience as Managing Director and Co‑Head of Global Technology Research for Jefferies in NYC and as Director of Research and Global Technology Analyst for Canaccord.
Peter holds a CA, CPA, CPA from Illinois as well as a CFA. He is a hobby programmer who has founded technology companies.
Chief Investment Officer
Wealhouse Capital Management
Scott Morrison is the Chief Investment Officer of Wealhouse Capital Management, a privately-owned investment firm and family office. As the firm’s founder, Scott is responsible for overseeing Wealhouse’s various strategies across asset classes, as well as the firm’s private equity portfolio and real estate holdings.
Outside of Wealhouse, Scott serves on the investment committee of the Centre for International Governance Innovation (CIGI), where he advises on investment decisions for CIGI’s endowment fund. Scott has over 25 years of asset management experience. Prior to Wealhouse, Scott spearheaded the portfolio management for notable firms such as Mackenzie Investments, CI Funds, and Investors Group. Scott holds a Bachelor of Finance from Concordia University and is a CFA Charterholder.
Managing Director, Co-head of Real Estate Debt
Kayne Anderson Capital Advisors L.P.
Andrew Smith is a Managing Director on the Debt team at KA Real Estate. He is Co-Portfolio Manager for the debt platform and is responsible for sourcing, underwriting, acquiring and managing the portfolio of commercial real estate related debt and securities.
Prior to joining Kayne Anderson in 2014, Mr. Smith was a portfolio manager and founding partner of Aqua Investment Management (“Aqua”) (subsequently portfolio manager at Exigent Capital Management, which acquired Aqua). He previously served as Vice President and Senior Securities Analyst for Dividend Capital Group, where he underwrote and analyzed potential real estate loans, commercial mortgage backed securities, CRE CDO and equity investments. Prior positions Mr. Smith held include Senior Analyst for Newcastle Investment Corp (NYSE: NCT) and Associate in the Structured Finance CMBS Group at Ernst & Young, LLP.
Mr. Smith earned a B.S. with concentration in Finance from Cornell University.
Director
FirePower Capital
Stella Millis is with Firepower Capital’s Private Equity division. Most recently she was Vice-President in BDO’s Financial Recovery Services practice, specializing in corporate restructuring and insolvency, advising companies, boards of directors, lending institutions and private equity funds. Her work includes assisting stakeholders of financially troubled companies, conducting business and lending due diligence reviews, developing and implementing reorganization strategies both in and out-out-court restructurings. Stella has more than 20 years experience spread across a broad range of industries including mining and mining services, metal production and extrusion, manufacturing, quick service restaurants, construction, telecommunications, hospitality, real estate and health care.
Stella is a Licenced Insolvency Trustee, a member of the Canadian Association of Insolvency and Restructuring Professionals; where she serves as a board member of the Ontario Association.
8:00 am
6 x 20-minute 1:1 meetings
9:40 am
9:50 am
This topic was designed with family offices’ most pressing, yet easily procrastinated, issue in mind: that of continuity and succession of the family’s monetary as well as ethical and giving, working and doing, and living and loving principals as each subsequent generation takes on the mantle of previous ones and makes their own mark. We will discuss how families can use simple techniques to enhance their relationships with money and each other to enable the proliferation of the line as it winds its way though the years.
Neil Nisker, Our Family Office
10:30 am
Now in its third year, our annual Blockchain Brunch is a meeting of all things blockchain and crypto-currency. This year we take a step back and look at the blockchain and how it can be used for a myriad of tasks (as well as crypto-currencies, of course) and how one can invest in these emerging technologies that, some say, will become de rigeur for any communications and commerce much as the Internet has become over the last 25 years.
Jason Granger, Fipke Group
Charlie Morris, CMCC Global
Austin Hubbell, Consilium Crypto
Othalia Doe-Bruce, InnovFin Consulting Inc
Tanya Woods, Hut 8 Mining
11:30 am
11:45 am
Mo Lidsky of Prime Quadrant is a dynamo – an author of many books, his latest is a pleasingly compartmentalized read that delves into a number of shenanigans, chicanery, and outright frauds over the last many years. This talk will be illuminating to even the most veteran of investors as his list is possibly the most extensive! 100 copies of his book will be distributed to gift-box recipients for this conference and Mo is donating 100% of the gross proceeds.
Mo Lidsky, Prime Quadrant
12:45 am
1:00 pm
Life Settlements are a growing area of slate financing where investors can gain access to this asset classes non-correlated performance stream. The speakers are diverse in many ways and have a great deal of experience in this alt-alt asset and the benefits and constraints it can hold for investors.
John Norman, Spartan Fund Management (Perisen Funds)
Oleksandra Polishchuk, Carlisle Management Company S.C.A
1:30 pm
Rates up? Rates down? Will sovereigns become the new ‘high yield’? Join us for this insightful discussion from a diverse group of players in the fixed income space, moderated by an advisor to major family offices.
Michael Rudd, Fort Greene Capital
Marco Lukesch, Emso Asset Management
Jim O’Brien, Napier Park Global Capital
Robert Duggan, Axonic Capital
2:15 pm
2:30 pm
This session is aimed at providing all event attendees with the ability to join in genuine knowledge exchange and discussion in a small group and informal setting.
Choose from 3 x 20-minute round table discussions
3:30 pm
4:00 pm
Thank you to our discussion leaders: three family members from different backgrounds and unique situations in the lifecycle of their single family office. We look forward to discussing topics and insights as well as those of the many family members attending/participating in the dialogue.
Paul Desmarais III, Sagard Holdings
Evelyne Massa, Group RMC
Daniel Stow, Zen Capital and Mergers
6:00 pm
8:00 am
5 x 20-minute 1:1 meetings
9:50 am
ESG is becoming an integral part of the investment mandate of many investors and fund managers. This NowTalk brings together two facets that can help determine if a manager or fund is structured to enable and living up to its ESG promises to investors. Join us for this briefing on the space and tips on how to grade your current and prospective ESG-offering managers.
Jennie Baek, McMillan LLP
Chris Addy, Castle Hall Diligence
10:30 am
It’s back! Our third annual session on the liquid alts market in Canada that our team worked to get to fruition over a six year period. This panel brings to the discussion veterans of the industry from a number of unique perspectives. If you are in the market for investing in or issuing these fund units, this is the place to be.
Mark Tower, Lyxor
Travis Dowle, Maxam Capital Management
Michael Sager, CIBC Asset Management
Philip Mesman, Picton Mahoney Asset Management
Omar Shaikh, Echelon Wealth Partners
11:30 am
11:45 am
Our second annual FPC at the Family Office Summit and our fourth in less than one year. Join us as our judges, which are well-known in the industry as pioneers with incisive and insightful questions for our founders, put three start-ups through their paces and offer some great advice to them. If you’re in venture capital or interested to know how the mind of an investor in the space works, this is your opportunity to know more.
John Ruffolo, Council of Canadian Innovators
Marcus Daniels, Highline Beta
Laurie Fuller, Raiven Capital
12:45 pm
1:00 pm
One of our NowTalks, this chat features an investors in the affordable housing market and explains how impact investing can make a difference in the lives of those it affects via the portfolio in both ways: those who take advantage of the housing offered and those who invest in these portfolios. A super way to get to know this impactful area.
Jason Bordainick, Hudson Valley Property Group
1:30 pm
Equities are the driver of portfolio returns in many cases – they power the system by raising capital, investing it in companies and projects, facilitating pricing and arbitrage of various instruments, and delivering returns to investors via dividends and sales. You cannot have capitalism without capital and this panel will discuss how to make the most of opportunities in this market.
Geoff Dover, Heirloom Investment Management
Andrey Omelchak, LionGuard Capital Management
Jason Donville, Donville Kent Asset Management
Pete Chung, Morgan Stanley Investment Management
2:15 pm
2:30 pm
This session is aimed at providing all event attendees with the ability to join in genuine knowledge exchange and discussion in a small group and informal setting.
Choose from 3 x 20-minute round table discussions
3:30 pm
4:00 pm
Once again, Mackenzie will lead us in a tasting chosen just for this group and date (hint: it may involve a lime). This is a great opportunity to relax a bit and learn about our drinks of the day.
Mackenzie Putici, New World Wine Tours
8:00 am
5 x 20-minute 1:1 meetings
9:50 am
Presented by a major investor in real estate in the United States, this NowTalk presents their family’s business plan which is exclusively real estate co-investments and provides a unique way for other families to invest alongside this experienced group.
Evelyne Massa, Group RMC
10:30 am
We hope it’s not too soon…COVID has been with us for more than one year and the tide seems to be turning with the advent and approval of a number of vaccines around the globe. We are not out of the woods yet, but now might just be the time to look at where the world might be in the next year (or five) and how certain industries weathered the crisis and might be poised to take advantage of the coming return (or not) to old ways.
Matthew Dennis, Cidel
Alkarim Jivraj, Espresso Capital
Thomas Liu, Actis
Peter Misek, Framework Venture Partners
Andrew Smith, Kayne Anderson Capital Advisors
11:30 am
11:45 am
12:45 pm
1:00 pm
A real treat: Tim Cestnick is back to talk about topical tax and estate planning issues that families and their advisors should keep in mind as they plan for 2021 and beyond.
Tim Cestnick, Our Family Office
1:30 pm
This area has grown substantially over the last few years as investors have demanded alternatives to bonds, banks have pulled back from certain markets, and the world of investments has evolved to create products for these groups and other stakeholders in the industry. Hear from three diverse types of lenders on how they are approaching this market and the challenges and opportunities presented.
Athas Kouvaras, Richter Family Office
Mark Breakspear, Gentai Asset Management
Jeffrey Deacon, Private Debt Partners
Sean Adamick, CMLS Asset Management
2:30 pm
This session is aimed at providing all event attendees with the ability to join in genuine knowledge exchange and discussion in a small group and informal setting.
Choose from 3 x 20-minute round table discussions
3:30 pm
4:00 pm
Thank you to our discussion leaders who will create an environment for this group (exclusively professionals working at single family offices) to share their views on areas of interest to them.
Jeff Granger, Fipke Group
Enzo Gabrielli, Horizon Capital Holdings
Scott Morrison, Wealhouse Capital Management
Members of CAASA
Event Registration Closed
Single Family Office, Multi-Family Office, & Wealth Managers
Event Registration Closed
Event Registration Closed
Event Registration Closed