Nancy Bertand

Managing Director Canada -Market Executive

Citi Private Bank, Canada

Nancy Hoi Bertrand is Managing Director and Head of Citi Private Bank, Canada. In this role, she is responsible for the growth of the business in Canada, which serves and advises ultra-high net worth families, foundations and single-family offices on wealth preservation and creation, with a particular focus on alternative and international investments.

Citi Private Bank is dedicated to serving the world’s wealthiest individuals and their families. From 60 locations across 20 countries, the Private Bank offers services to more than 14,000 ultra-high net worth clients from nearly 100 nations. Its Canadian offices are in Toronto, Montreal and Vancouver.

Having originally joined Citi Private Bank in 2006, Nancy has over 25 years of capital markets experience. Prior to Citi, she practiced U.S. securities law at the global law firm AOShearman, specializing in cross-border corporate finance and mergers and acquisitions.

Nancy sits on the board of the Golf Association of Ontario and is Past-President of the Toronto CFA Society and former Chair of its Governance and Nominations Committee. She was a member of the CFA I nstitute’s Capital Markets Policy Committee and a member of CFA lnstitute’s Global Corporate Governance Task Force and received her Chartered Financial Analyst designation in 2002.

Nancy is a graduate in Business Administration (Dean’s List) from the Richard Ivey School of Business at Western University and a Bachelor of Laws (great distinction) from McGill University. She has been called to the bars of the State of New York, the Commonwealth of Massachusetts and the Province of Ontario. She previously sat on the cabinet of the Royal Ontario Museum’s Young Patrons’ Circle, speaks Mandarin, Cantonese and French, is married and mentoring an adult daughter.

Drew Colaiezzi

Private Investments

McPike Global Family Office

Drew Colaiezzi is a private equity/venture capital specialist & investment manager with a background in capital markets focused on securitizations, specialty credit products, fixed income asset-back warehouses, financing consultancy, investment strategies & management, investment relationship structures, and early-stage venture.

After working in NYC and Miami for various private equity firms, he moved internationally and currently sits on the investment committee for MGFO, a single-family office based out of the Bahamas with a large venture portfolio containing exposure to various industries with a strong focus on early stage opportunities in financials, tech, fintech, life sciences, the carbon economy, venture funds, co investment opportunities, and web3/crypto based assets.

Geraldine Hardy

Geraldine is a Director and coach of Family Hippocampus, a peer -to-peer driven Think & Do Tank focusing on family dynamics in business families. She was  born in Indonesia to a Chinese father, to an 8th-generation Peranakan business family and descendant of Hong Kiam Lauw, and a German mother. She grew up across Indonesia, Germany, and the United States, gaining valuable experience in connecting with stakeholders from diverse cultural backgrounds.

With over 27 years of professional experience in marketing, business development, and communications, Geraldine has a strong background in investor relations and stakeholder engagement across private and public equity.

Geraldine has worked and lived in nine countries in various industries that involved adapting and gaining knowledge in sectors such as oil & gas, bio pharmaceutical, clean tech, information technology, luxury: yachting, private aviation property, family office and finance in Europe (Germany, Portugal & France), UK (London & Brighton), ME (Dubai), Africa (Tanzania & Cameroun), SEA (Singapore & Indonesia), Australia (Brisbane) and USA (New York).

She blends business acumen with a focus on well-being to enhance productivity, creativity, and integrity in my decision-making process—qualities I see as essential for adapting to today’s uncertain landscape.

Trauma & Energy Coach, Shaolin Temple Europe Taiji Martial Artist, Alchemy Healer, NLP Master Coach and Meditation Guide

You-Ha Hyun

Principal

Perpetual Investors GmbH

You-Ha Hyun leads the private debt program at Perpetual Investors GmbH, a German based family office. In this role, he is responsible for managing the private debt portfolio and focuses on manager selection, co- and secondary investments across the broad spectrum of the private debt universe as well as structured capital GP funding solutions. You-Ha has more than 20 year experience in the alternative investment segment having done primary, secondary and co-investments at large institutional organizations such as an insurance company, a supra-national organization and a fund-of-funds. You-Ha began his career in the M&A advisory business at KPMG and is an economist by training.

Mike Woollatt

Head of Americas, Client Solutions

Hamilton Lane

Mike is a Managing Director based in Toronto responsible for, leading the U.S. Institutional, LatAm and Canadian Client Solutions teams, as well as the Global Consultant Relations team. Mike was previously Head of Canada and has also worked on the Fund Investment & Managed Solutions and Direct Equity teams.

Prior to joining Hamilton Lane in 2019, Mike was a Director at OMERS pension plan in the venture capital and growth equity groups. Prior to OMERS, Mike was the CEO of the Canadian Venture Capital and Private Equity Association. He has also co-founded a management consulting firm and has held senior executive roles at a few major Canadian corporations.

Prior to entering the private sector, Mike worked for the Government of Canada, first as a research economist and then as a political and policy advisor to the Minister of Finance. Mike has also worked overseas as an economist on World Bank funded international development projects and taught economics at the university level. Mike is a frequent commentator on both broadcast and print media on the state of the Canadian private capital markets.

Mike holds a Master of Economics from the University of British Columbia.

Colin Lynch

Managing Director, Head of Alternative Investments

TD Asset Management Inc.

Colin is Managing Director and Head of Alternative Investments, providing strategic guidance and oversight to a $39 billion portfolio of real estate, mortgage, private debt and infrastructure investments. In this role he oversees all acquisitions, divestitures, product development and portfolio management activities. Colin serves as Chair of the Alternative Investments Committee. He was previously responsible for the Canadian and International Real Estate strategies including fund design and structuring, implementation and oversight of acquired assets.

Colin joined TD Asset Management in October 2015, initially working with TD Asset Management’s senior executive team on corporate strategy. Colin was formerly the General Manager of Global Strategy at Aimia (formerly Groupe Aeroplan), a Management Consultant at McKinsey & Company and an Investment Banker at Morgan Stanley. Colin’s work in the Investment Banking Division at Morgan Stanley involved, among other duties, advising Mark Carney (then Governor of the Bank of Canada) on Canada’s financial stability during the financial crisis.

Colin holds a B.A. and a B. Comm., both with Distinction from Queen’s University, an MBA with Distinction from Harvard University and an ARCT with Honours from the Royal Conservatory of Music. In 2020, Colin was named one of Canada’s Top 40 under 40 a Trustee Emeritus of Queen’s University and a Recipient of the Queen’s University Toronto Branch Award.

He is the Chair of the Toronto Investment Board and a Member of the Board of Directors of Sunnybrook Health Sciences Centre, the Black Opportunity Fund and the Advisory Committee of OneEleven. Colin is an Emeritus Trustee of Queen’s University. He was formerly Vice Chair of the Board of Directors of Toronto Community Housing Corporation.

Ian Morley

Chairman

Wentworth Hall Consultancy Ltd

Ian Morley is a successful business Angel and Entrepreneur.

He is the Chairman of Wentworth Hall Family Office and Consultancy, Chairman of Atitlan YRD, an award winning Crypto Multi Manager. Chairman of Salutem Senior Living, Chairman of Regenerative Medical Group, NED at Conister Bank, NED at CF@L, Director of Condor Trade and also holds various Directorships with a range of other companies covering Property, Alterantive Energy, Farmland ,Blockchain and Crypto currencies.

He is the author of Morley’s Laws of Business and Fund Management and one of the leading global figures and pioneers in the development of the Hedge Fund Industry.  He ran one of Europe’s first and oldest Fund of Funds and subsequently helped build one of Europe’s largest privately-owned Fund of Funds.  He has helped build, manage, own, buy, sell and mentor start-up businesses over the last twenty years. He founded and was elected the first Chairman of what is today known as The Alternative Investment Management Association (AIMA), the world’s only truly global trade association for the Hedge Fund Industry.  He has advised Central Banks, International Regulators and other International Organisations such as the EU and OECD on matters related to Economics, Markets and Regulation.  He is actively involved in Family Office conferences and networks.

His articles have been published in such papers as The London Times, FT, International Herald Tribune and various trade publications. He has appeared frequently on BBC, radio and TV, Sky, CNN, CNBC, Bloomberg and various international TV and radio stations.

Ian trained as an Economist at LSE where he was Vice President of the Students Union. He is a member of Gray’s Inn and one of the few fund managers to be accredited as a journalist.

Ian served as a battle medic with a MASH unit and has completed sixteen International Marathons, one hundred and fifty Half Marathons and competed in weight lifting and dancing competitions.  He was the London Theater Correspondent for the Irish Stage and Screen.  He has also written about Running and Building a house in Italy for Italy Magazine.  His other interests include boating, football, politics and philanthropy.  He lives in London with his dog, cat and sometimes his children.

Marjorie Skolnik

Managing Director

CI Coriel Capital Inc.

Marjorie Skolnik is a Managing Director at CI Coriel Capital Inc., an Outsourced Chief Investment Officer supporting ultra high-net-worth Canadian families and foundations with their investment programs since 2006.

She previously held various positions in the institutional capital markets, including as Director, Global Equity Derivatives at National Bank of Canada. She began her career at Scotiabank, where she transacted interest rate derivatives with central banks, treasuries and hedge funds.

Marjorie is involved in several philanthropic projects. She currently serves as:

• Member of the Investment Committee of the Fondation Lucie et André Chagnon, and
• Member of the Board of Directors of the Jewish Community Foundation of Montreal.

She holds a Bachelor of Commerce degree, with a Major in Finance, from the John Molson School of Business at Concordia University, and is a CFA charter holder.

Andrew Sarna

Portfolio Manager

Forthlane Partner

Andrew Sarna is a Portfolio Manager at Forthlane Partners and the author of Off the Charts, Forthlane’s widely read macro and markets newsletter. Based in the Cayman Islands, Andrew leads Forthlane’s global public-markets research with a focus on macro strategy, cross-asset positioning, and long-term portfolio construction. His work combines institutional-grade analysis with clear and accessible commentary that makes complex market dynamics intuitive for private investors and family offices.

At Forthlane, Andrew plays a central role in developing the firm’s all-weather investment framework. He draws on global macro data, factor research, and thematic insights. He collaborates closely with Forthlane’s investment leadership on portfolio construction decisions across equities, fixed income, alternatives, and real assets.

Andrew holds an HBA from the Ivey Business School and a Bachelor of Engineering Science with a specialization in Integrated Engineering from Western University. He graduated from both programs with Honours. Andrew is a CFA Charterholder.