CAPITALIZE FOR KIDS - Key Persons
Job Titles:
- Head of Prime Services Sales and Capital Introductions
Alexandra Krystal is Head of Prime Services Sales and Capital Introductions. Ms. Krystal's responsibilities involve, but are not limited to the strategic development and implementation of the firm's U.S. Prime Brokerage Initiative, including oversight of core activities comprising sales, capital introductions, and onboarding. Ms. Krystal is also responsible for managing senior hedge fund relationships, overseeing the build-out of client-facing strategies and providing ongoing guidance with respect to structure, industry best-practices and forward looking trends in the market. Alexandra leverages both her past experience with multiple prime brokers and the insight gained from more than five years of ‘non-bank branded access' advisory roles for the bank's clients. Alexandra has also developed a bespoke Capital Introductions program that maximizes utility to the allocator and to the fund manager by reinforcing and amplifying the hedge fund client's message tactfully and tactically.
Prior to CIBC, Ms. Krystal developed and led EYs Prime Brokerage Advisory business, where she and her team worked along-side Prime Brokers to perform business assessments considering metrics across infrastructure, legal entity analysis, strategy, and balance sheet. She also developed an industry-leading Hedge Fund Treasury Study to substantiate the evolution of the financing role, based on a detailed examination of collateral management processes, counterparty risk management practices, margin replication methods, PB relationships and funding technology solutions.
Ms. Krystal also held senior Prime Brokerage sales roles at Barclays and UBS.
Ms. Krystal sits on the board of the Chillin with Adam foundation where she helps the charity raise and distribute money to hospitals in the help and support of children suffering with cancer and other related blood disorders.
Ms. Krystal graduated from Colgate University with a B.A. and from Columbia University with a M.B.A.
Andrew Watts joined Picton Mahoney Asset Management ("PMAM") in 2015 as a Vice President in the Institutional Business group. Based in Toronto, he is responsible for coverage of the firm's institutional clientele. These are comprised of other asset managers, pension plans, life insurers, endowments and foundations who hold investments in both the long-only equity and hedge fund space. Prior to PMAM, Andrew held a variety of roles as part of CIBC's Graduate and Leadership Development program and was an analyst on Manulife Financial's Private Placement team.
Andrew was previously a mentor for Toronto's Stepstones for Youth program and has volunteered in a number of patient-based positions at Toronto Western Hospital.
Andrew received a MBA from McMaster University and a Honours Bachelor of Commerce from McMaster University. He is also holds both CFA and CAIA designations.
Andy Greene - Chief Investment Officer
Job Titles:
- Senior Director in RBC 's Strategy and Transformation Services ( STS ) Group
- Senior Director, Sustainability and Enterprise ESG
Anna (Gorzkiewicz) Catricala is a Senior Director in RBC's Strategy and Transformation Services (STS) group and has been with RBC for 4 years. She is a delivery-focused, strategic management consultant and trusted advisor with financial accounting and tax domain expertise, spanning over 15 years of experience in professional and financial services. In her current role, she manages high performing teams to drive some of RBC's most complex senior Executive-sponsored, cross-bank transformation initiatives. Prior to joining RBC and after obtaining her MBA, Anna joined Deloitte Consulting, working in the Strategy & Operations - Finance & Performance Management consulting practice. There, she helped co-develop Deloitte Canada's Finance Operating Model playbook. Prior to joining Deloitte, Anna was with Ernst and Young where she pursued her accounting designations, working in audit and tax.
As an advocate for advancement of women, Anna is passionate about mentoring women and moving the dial towards greater female representation in the strategic consulting field. She is also passionate about enabling working mothers to pursue their careers and ambitions. Anna is the Co-Founder and Co-Chair of RBC'S Advancement of Women in Leadership Working Mom Community - a community that has grown organically to span across all Businesses and Functions at RBC. She is also focused on giving back through overseeing STS's community volunteering and giving employee group, as well as building-out the pro bono consulting practice to bring free consulting services to not-for-profit organizations. Anna is also a member of RBC's Women in Leadership program (2020-2021 cohort) and was sponsored by RBC to complete the Rotman Initiative for Women in Business, Emerging Leaders program in 2018.
Job Titles:
- Vice President, Corporate Development
Anthony joined NewGen Asset Management in February 2017. At NewGen, Anthony is responsible for the sales, marketing and distribution of the firm's mandates to institutions, family offices, advisors and high-net-worth individuals.
Anthony formerly worked as VP sales at NEI Investments, a $6-billion asset manager that provides independent portfolio managers with access to the Canadian Retail Advisor. Prior to NEI, Anthony was a business development manager at RBC Global Asset Management and an analyst at Scotia's Merchant Banking arm, Roynat Capital. Anthony graduated with an MBA from the Schulich School of Business at York University.
Job Titles:
- Senior Vice President, Private Partnership Group
Antonio Rodrigues Partner Bain & Company Tony is a partner with Bain & Company in Toronto. He leads the firm's Canada Financial Services practice as well as the Americas Asset and Wealth Management vertical. Tony's practice focuses on corporate and business unit strategy, customer strategy, and performance improvement in Insurance, Banking, and Asset and Wealth Management. Tony is also a leader of Bain Toronto's social impact activities. Tony received his BComm from Queen's University and his MBA from INSEAD.
Job Titles:
- Executive Vice - President at CIBC
- Managing Partner of MBR Advisory
Art Mannarn is currently the Managing Partner of MBR Advisory.
Bashar AL - Managing Director
Job Titles:
- Managing Director
- Managing Director at VRG Capital
Bashar AL-Rehany is a Managing Director at VRG Capital and prior to this was appointed to the Board of Directors of Euromoney Institutional Investor PLC (EII) in November of 2009 and held the position of Chief Executive Officer of BCA Research Inc. (BCA) since joining BCA in January of 2003. BCA, a subsidiary of EII since 2006, is one of the world's leading independent global investment research providers.
Job Titles:
- Member of the Executive Team at OYA Solar
Bernadette practised for over 15 years in the Electricity Market Groups of 2 national law firms, Borden Ladner Gervais LLP and Gowling WLG. She was also previously general counsel, a member of the executive team and corporate secretary at a major electricity distributor. Immediately prior to joining OYA Solar, Bernadette practised in the Business Law, Mergers Acquisitions and Private Equity Groups at Torkin Manes LLP.
Bernadette Corpuz is General Counsel and a member of the executive team at OYA Solar. Bernadette is a seasoned business lawyer with roughly 20 years of experience in the power sector with particular focus on renewables. She has acted in over 1000 MW of renewable power transactions and has advised clients in all aspects of power projects, including power purchase and development agreements, government renewable procurements, mergers and acquisitions, financings and joint ventures.
Job Titles:
- Investor
- Partner & Chief Investment Officer / Waypoint Investment Partners
Bill Webb has been an active investor since the age of fourteen with a long history of disciplined investing across a range of assets classes. Until his retirement in December 2015 after 20 years with the Firm, Bill served as Executive Vice-President & Chief Investment Officer of Gluskin Sheff + Associates Inc., an independent Toronto-based wealth management firm that manages multi-asset class investment portfolios for high net worth private clients and select institutional investors.
Bill received an BBA from Wilfrid Laurier University in 1986 and an MBA (East Asian Studies) from McGill University in 1993. He has also earned his Chartered Financial Analyst (CFA) designation. Prior to joining Gluskin Sheff in 1995, Bill was based in Beijing, China with the Bank Credit Analyst Research Group. He also held positions as a money market and fixed income trader prior to becoming a manager of proprietary financial futures trading for CS First Boston in London, England. Bill is as an active Director of Rugby Canada, a member of the Investment Committee of the Canadian Rugby Foundation and sits on the Captain's Council of TIRF - the Toronto Inner-City Rugby Foundation. He serves on the International Faculty Advisory Board of the Desautels Faculty of Management at McGill University and on the President's Council of Advisors at Wilfrid Laurier University.
Job Titles:
- Managing Director and Head, Equities Distribution / CIBC World Markets
Job Titles:
- Partner
- Founding Partner of HGC
Brett is a founding partner of HGC and in the role of President manages the business operations of the firm. He brings 25 years of investing experience in Canadian Hedge Funds and over a decade of experience in Operations, Business Development and Investor Relations. Brett is on the Leadership Council of Capitalize for Kids and is proud to help the organization work to tackle the challenges of kids' mental health.
Job Titles:
- SVP, Head of Global Trading at Mackenzie Investments
Carrie is the SVP, Head of Global Trading at Mackenzie Investments and has over 25 years of global trading experience. She has worked on both sides of the street, spending most of her career at global bulge bracket brokers before moving to the Asset Management side of the business 6 years ago. She has traded equity is all global markets, has managed a program trading desk and is an expert in the current landscape of Asset Management given the regulatory, technological and management fee pressure. Carrie has an MBA from the Richard Ivey School of Business at The University of Western Ontario.
Job Titles:
- Managing Director and Head, Global Markets / CIBC Capital
Christian Exshaw is responsible for capital markets sales, trading, research and related activities globally across asset classes. He is a member of CIBC's Operating Committee and the Capital Markets Management Committee.
Mr. Exshaw joined CIBC in 2008 and previously led the bank's Capital Markets Trading business. Prior to CIBC, he was Managing Director at Merrill Lynch in London responsible for sales and structuring. Before joining Merrill Lynch, Mr. Exshaw was Managing Director at Dresdner Kleinwort in London where he held a number of senior positions across Global Markets. He began his career in capital markets as an options trader and structurer.
Mr. Exshaw currently serves on the Board of Directors for the TMX Group and is a member of the Children's Aid Foundation's fundraising committee. From 2012 to 2014, Mr. Exshaw acted as Chair of the Capital Markets United Way Campaign. He holds a Masters of Science in Risk Management and Financial Instruments, and a Masters in Finance from the Institut d'Administration des Entreprises in France.
Job Titles:
- Engineer in Finance
- Managing Director, Head of Public Markets
Christophe L'Ahelec is an investment professional with more than twenty years of global experience in France, Hong Kong, Switzerland, and Canada. As Managing Director, Public Markets, he is responsible for UPP's global investment strategy with a particular focus on Public Market activities.
Prior to that Christophe was a Senior Principal in the Capital Markets (CM) department, at Ontario Teachers' Pension Plan Board where he was accountable for the top-down management of the external managers portfolio and was part of the investment committee allocating to hedge fund, private credit and long only equity managers. During his 11 years tenure at OTPP, he originated, conducted duediligence, and on-boarded systematic alpha managers in the equity and futures space, along with leading the group's work in the alternative risk premia space.
Before coming to Canada, Christophe was a quantitative analyst and assistant portfolio manager at Mignon Genève SA/Alpstar Asset Management, in Switzerland, where he took part in the creation and portfolio management of a European systematic market neutral fund.
He spent the first two years of his career working for BNP Paribas in Hong Kong where he provided realtime quantitative support to the fixed-income trading desk.
Christophe is a graduate engineer in Finance and Applied Mathematics from the Ecole Nationale Supérieure d'Informatique et de Mathématiques Appliquées de Grenoble, France and holds the Chartered Financial Analyst® designation. Christophe has been invited to speak globally on advanced portfolio and risk management topics and has published papers on topics regarding portfolio construction and managed futures..
Job Titles:
- Senior Associate / MacKinnon, Bennett & Company Inc
Job Titles:
- Managing Director and Co - Head of Global Equity Sales & Trading
- Managing Director and Head, ScotiaMcLeod
Craig Gilchrist, Managing Director and Co-Head of Global Equity Sales & Trading, is responsible for managing the Global Equity Sales & Trading department at Scotiabank overseeing a team of over 60 people in Canada, U.S., Europe, and Asia. Mr. Gilchrist joined the firm at the beginning of 2009 to head a new sales & trading group focused on global hedge funds in U.S., Europe, and Canada. Mr. Gilchrist was responsible for structuring comprehensive trading strategies which include: risk arbitrage, STUB trades, spin-offs, carve-outs, event-driven long/short, when-issued markets, and other special situations. While at Scotiabank, Craig has had successfully managed a few different groups with roles as Head of the Absolute Return/Arbitrage Group, Head of Canadian Equity Sales, and Head of Canadian Equity Sales & Trading. Prior to Scotia Capital, Craig was a Managing Director at BMO Capital Markets and a Director in the Global Markets & Investment Banking Group at Merrill Lynch Canada where he acted in a similar hedge fund sales & trading role for over 6 years. As well, Mr. Gilchrist worked in the Investment Banking Group at Merrill Lynch Canada and the Investment Banking Division at Goldman, Sachs & Co. for 5 years. In his investment banking capacity, Craig worked on a variety of corporate finance and M&A transactions, including: LBOs, carve-outs, acquisitions, IPOs, and corporate equity/debt offerings. Other work experience include management consulting at A.T. Kearney Ltd. and PricewaterhouseCoopers in the Audit Group. Mr. Gilchrist holds an Honors Business Administration degree from the Richard Ivey School of Business at the University of Western Ontario where he was a member of the Dean's Honor List.
Job Titles:
- Founder and Chief Investment Officer / Bornite Capital
- Founder and Chief Investment Officer at Bornite Capital
Dan Dreyfus serves as the Founder and Chief Investment Officer at Bornite Capital. Dan founded the firm in January of 2019. He has 19 years of investing experience including fundamentally-driven long/short, capital structure arbitrage, distressed investing, merger arbitrage, and broader portfolio management. Dan joined 3G Capital in 2013 to manage a commodities and industrials specialized equity and credit hedge fund. Prior to 3G, Dan was hired into the Goldman Sachs Principal Strategies Group in the Equities Division (formerly the Risk Arbitrage Department) in the year 2000 as an investor in the firm's North American business. In 2008, Daniel and a team of investors in Principal Strategies launched Goldman Sachs Investment Partners, the Asset Management Division's flagship long/short hedge fund. He began his career in 1998 at Donaldson, Lufkin & Jenrette as an analyst in the Investment Banking Division covering the Natural Resources sector and was an intern at BMO Nesbitt Burns in the Equity Research department covering the gold mining stocks in 1997. Daniel graduated from McGill University in 1998 with a Bachelor of Commerce.
Deb Shime joined the Capitalize for Kids board in February 2021. She is the Vice President of Community Initiatives at United Way Centraide Canada where she oversees projects and programs that drive impact in communities including but not limited to government relations, data strategy development and implementation, diversity equity and inclusion work and scaling of national programs and services.
Deb had the opportunity to serve on the staff team at Capitalize for Kids as a Consultant for over a year before leaving to focus on COVID-19 response with United Way. Prior to that, Deb had the opportunity to serve in a number of senior leadership positions in social service organizations. She was the CEO at East Metro Youth services, the lead agency for children and youth mental health transformation in Toronto where she led a variety of change management exercises and worked to advance sector transformation with over thirty agency partners and other key stakeholders in education, health, City of Toronto and with children, youth and their families. From 2012-2017, she was the Senior Vice President, Community Impact at United Way Greater Toronto and has a long history, and proven track-record, of delivering transformative social programs to improve the lives of people in the community. Working with a staff of 40 and dozens of volunteers to allocate and oversee United Way's $88 million annual investment in the community. Before United Way, Deb spent five years as Executive Director at University Settlement and spent more than fifteen years in New York City working in a variety of positions across the social services sector. This included working for Safe Horizon, the largest crime victim assistance organization in the United States, where she led the organization's response to the events of September 11.
Deb holds a Master of Social Work from New York University and has trained as community mediator and executive coach. She has also served on boards in a volunteer capacity for both Victim Services Program and Sistering in Toronto.
Job Titles:
- Director, Prime Brokerage / RBC Capital
Mr. Flood joined RBC Capital Markets in 1995 as part of the Corporate Finance group within Investment Banking. In May 2000 he joined the Institutional Equity group and was given the responsibility to build the firm's income trust sector. In 2005, Mr. Flood was appointed Co-Head of Liability Trading covering all industry sectors. As of May of 2011, Mr. Flood has been Head of Canadian Equities, managing RBC's equity sales and trading platform comprised of 70 professionals that are responsible for the distribution of Canadian equities to the firm's global institutional client base. Mr. Flood is a co-chair of the RBC Capital Markets, Canadian Diversity Leadership Council, a member of the RBC Capital Markets Donation Committee and a MIG Cabinet Member for the United Way Toronto & York Region.
Mr. Flood graduated from Queen's University in 1995 with a Bachelor of Arts (Honours Economics) degree and from the Richard Ivey School of Business in 2000 with a Masters of Business Administration degree.
Job Titles:
- Senior Portfolio Manager and Partner / Tudor Investment Corporation
- Senior Portfolio Manager and Partner at Tudor Investment Corporation
Dr. Ulrike Hoffmann-Burchardi is a Senior Portfolio Manager and Partner at Tudor Investment Corporation, overseeing a global equity portfolio inside Tudor's flagship client strategy fund. Focused on innovation from digital, data, and AI, Ulrike invests in companies benefitting from these trends, making substantial use of new data sources to understand technology adoption and market dynamics. Prior, Ulrike was instrumental in building Tudor's global quantitative equity business in London and New York from 1999-2009. Ulrike was recognized in 2022 as one of the "100 Most Influential Women in US Finance" by Barron's magazine. She is the recipient of the 2023 Women's Investment Leadership Award presented by the Managed Futures Association (MFA). Ulrike serves on the board of 100 Women in Finance, a global 15,000-member not-for-profit organization to empower women in the finance and alternative investment industries. An advocate for STEM education in grades K-12, she serves as a member of the advisory board of NYC FIRST, a global youth-serving robotics community. She holds a Ph.D. in Finance from the London School of Economics and Political Science, and a Master's degree in Finance from the University of St. Gallen in Switzerland. Ulrike is a Fellow of the 2021 class of the Finance Leaders Fellowship and a member of the Aspen Global Leadership Network.
Emily Newman joined ICM Asset Management in March 2023 as Director of Institutional Sales.
In her prior roles, she was responsible for leading capital raise teams with investment partners across Canada that included institutional, family office and retail investment advisors and portfolio managers.
Emily began her career in equity research with a boutique oil and gas investment bank based in Calgary, Alberta. Mrs. Newman is working towards her CIM designation and has a Bachelor of Science in Chemistry from Queen's University.
Job Titles:
- Director of Institutional Sales
Job Titles:
- Director, Business Development
Evan Sequeira joined TorQuest in 2019. Prior to joining Torquest, Mr. Sequeira led the development and fundraising efforts at Capitalize for Kids, a children's mental health non-profit, and previously worked at BMO Capital Markets where he was an analyst on the Fixed Income, Currencies and Commodities team. Mr. Sequeira serves on the Leadership Council at Capitalize for Kids. Mr. Sequeira holds a BComm. from Queen's University and has passed all 3 levels of the CFA Program.
Job Titles:
- Head of Aon 's Investment Consulting Practice
- Partner and Head of Investment, Central Canada
Federico is the head of Aon's Investment Consulting Practice in Canada. He regularly consults with defined benefit and defined contribution pension funds, endowment and foundation clients in all aspects of their investments including governance structure, asset allocation and investment strategy, investment manager structure and selection, alternative investments, and delegated investment solutions.
Job Titles:
- Director of Wheels Group Inc
- Managing Partner / VRG Capital
- Managing Partner of VRG Capital Corp
Greg Cochrane has been a Managing Partner of VRG Capital Corp. since 2011. He has been a lead investor in several private companies from real estate to financial services. Prior to his involvement with VRG, Mr. Cochrane was co-owner of Mariposa Communications and Promotions Inc., which was sold to the Mosaic Group in 1997.
Mr. Cochrane currently serves as a Director of Wheels Group Inc., a publicly listed North American leader in third party logistics and distribution. He also serves on the Boards of a number of private companies.
Mr. Cochrane is a founding donor of the Centre for Business Venturing at Queen's University and is a member of the Business School's Advisory Board. Mr. Cochrane has also been involved in and led numerous not-for profit organizations including Junior Achievement, The Down Syndrome Association of Toronto and St. Joseph's Hospital.
In 1992, Mr. Cochrane received the Commemorative Medal for the 125th Anniversary of the Confederation of Canada recognizing his significant contribution to the community and Canada.
The Honourable Michael Wilson was the Chairman of Barclays Capital Canada Inc. Based in Toronto, Mr. Wilson joined the firm on June 14, 2010 and was responsible for managing Barclays Capital's client relationships in Canada.
Previously, Mr. Wilson was Ambassador of Canada to the United States of America from March 13, 2006 to October 9, 2009. Prior to taking up his position as Canada's 22nd Ambassador to the United States, Mr. Wilson was Chairman of UBS Canada, an operating division of UBS AG..
Mr. Wilson was elected to the House of Commons in 1979. In September 1984, he was appointed Minister of Finance and remained in that position until May 1991. He then became Minister of Industry, Science and Technology and Minister for International Trade. In this latter position he had responsibility for the NAFTA negotiations. During his tenure as a member of the Cabinet, Mr. Wilson represented Canada at the G-7, IMF, World Bank, OECD, GATT and other international Ministers meetings.
Job Titles:
- Co - Founder, Irager Associates Inc.
Ira Gluskin is the former President & Chief Investment Officer of Gluskin Sheff + Associates. He has been appointed as a lifetime honourary director of the Firm. Prior to co-founding Gluskin Sheff, Mr. Gluskin had worked in the investment industry for 20 years. Mr. Gluskin received a Bachelor of Commerce degree from the University of Toronto. Mr. Gluskin is a well-known industry commentator. He is a member of the Mount Sinai Hospital Foundation Investment Committee, as well as being a member of the Hospital's Board of Directors. Mr. Gluskin is the former Chair of the Investment Advisory Committee for the Jewish Foundation of Greater Toronto and is currently a member of its Investment Committee. Mr. Gluskin is also a member of the Toronto Symphony Foundation, is on the Board of the Canadian Jewish News and is the former Chair of the University of Toronto Asset Management Corporation.
Job Titles:
- Board Member of Polo Canada
- Managing Partner / VRG Capital
J. R. Kingsley Ward has over 25 years of experience in initiating, structuring, and monetizing private equity investments. He began his career in 1991 at the head office of his family's group of companies, the Vimy Ridge Group Ltd, a Toronto based holding company with a portfolio of investments primarily in the healthcare industry. In 1992, VRG Capital, a division of the Vimy Ridge Group Ltd, was formed to develop merchant banking initiatives for the Group. From 1992 to 2011, Mr. Ward was President of VRG Capital. In 2011, VRG Capital Corp. was formed to expand these merchant banking activities in partnership with other family offices and Mr. Ward is currently a Managing Partner.
Mr. Ward's business career includes being a founder and Director of Clarus Securities, an institutional investment dealer, Chairman of Nucro Technics, a pharmaceutical contract support organization, and a Director of Wheels Group Inc, a leading North American third party logistics management company. He was a founder and former Director of IPEC (now Flint Energy Services) and was a founder and former Chairman of Pareto Corporation, a marketing services company until its sale in 2011. He is a past Director of PLM Group, a commercial printing and direct marketing company. Mr. Ward has served as Director of a number of other private and public companies.
Mr. Ward's commitment to community involvement includes 25 years of executive committee work with Polo for Heart (a Heart & Stroke Foundation charity event) and the Polo for Health series of charity events. He serves as a Co-Chair of the Capitalize for Kids Board, an investor conference in support of SickKids Hospital. Mr. Ward is a past Director of the Special Olympics Canada Foundation.
Mr. Ward has been actively involved in the Young President's Organization (YPO) since 1999 and has held a number of positions including Chairman of the Ontario Chapter, member of the Canadian Regional Council, member of the Canadian Regional Executive Committee as well as Canadian Regional Educational Officer.
Mr. Ward is a board member of Polo Canada, a national sports organization committed to the promotion of polo. He is a member, former director and treasurer of the Toronto Polo Club. Mr. Ward is a member of the Canadian Owners and Pilots Association (COPA) and is also a member of the Toronto Club.
Jamie Firsten is a partner in a business law group at Goodmans. His practice focuses on advising emerging companies in connection with venture financings, M&A, and corporate and commercial law matters, with a main focus on technology companies. Within technology, Jamie is active in the enterprise software and e-sports space.
He acts for startups as well as established private and public companies in a wide range of industries, including information technology, media, hospitality, manufacturing and industrial, retail and natural resources.
He is part of the Goodmans team, acting as "legal counsel in residence" at the DMZ at Toronto Metropolitan University (formerly Ryerson University), one of Canada's largest business incubators for emerging tech startups.
Jamie is recognized by numerous publications including: Chambers Canada, The Legal 500 Canada, The Canadian Legal Lexpert Directory and the Lexpert Special Edition: Technology and Health Sciences. In 2021, Jamie was honoured as one of Lexpert's Rising Stars: Leading Lawyers Under 40.
Before joining Goodmans, Jamie was a partner at another large Canadian firm, practicing private equity and corporate law with a strong focus within the technology sector.
Job Titles:
- Managing Director, Impact Consulting
Job Titles:
- Managing Director, Co - Head of Institutional Equity Sales / National Bank Financial / Managing Director, Co - Head of Institutional Equity Sales
Jeff brings close to 2 decades of experience in financial markets split between National Bank Financial and Wellington West Capital, covering clients across North America. Jeff is a CFA Charter Holder and holds an HBA from McGill University.
Job Titles:
- Chief Executive Officer / IGM Financial Inc.
Jeffrey Carney, also known as Jeff, CFA, is the President and Chief Executive Officer of IGM Financial Inc.
Mr. Carney has vast experience in investment management firms and banks across both retail and institutional platforms in Canada and the United States. He served as the President at Fidelity Brokerage Services LLC. Mr. Carney served as the President of Retirement, Global Wealth & Investment Management Client Solutions at Bank of America Corporation and Banc of America Investment Services, Inc., since July 30, 2007. He served as an Executive Officer at Merrill Lynch & Co., Inc. Mr. Carney served as the Executive Vice President of Branch Network at The Charles Schwab Corporation. He has held senior executive positions at some of the most prominent financial organizations in North America. Mr. Carney served as a Senior Managing Director and Head of Global Marketing and Products at Putnam Investment Management, LLC and Head of Global Marketing and Products at Putnam Investments. He worked at The Toronto-Dominion Bank. He serves as a Director of MMLP GP Inc. He has been Director of IGM Financial Inc. since May 6, 2013. Mr. Carney served as a Director of Fidelity Capital Funding Canada Limited. He served as a Director of Fidelity Partnership 1995. Mr. Carney has also served on the corporate boards of The New England Council, Employee Benefit Research Institute and Defined Contribution Institutional Investment Association.
He serves on the board of the Landmark School and the advisory board for Queen's School of Business. Mr. Carney holds the Chartered Financial Analyst designation.
He is a graduate of the Bachelor of Commerce program at Queen's University.
Job Titles:
- Co - Founder, Honorary Chair
Jeffrey Olin - CEO, Founder, President
Job Titles:
- CEO
- Co - Founder
- Portfolio Manager
- President
Jeffrey Olin is a co-founder, CEO and has been a portfolio manager at Vision for 10 years. Mr. Olin brings fifteen years of senior level investment banking experience, as well as ten years of direct corporate real estate experience to Vision Capital Corporation. Between 2003 and 2007, Mr. Olin served as the Managing Partner, Ontario and Head of Investment Banking with Desjardins Securities, a $200 billion financial institution. Mr. Olin was previously a Managing Director with HSBC Securities and a Vice President with Canaccord Capital. As an investment banker, Mr. Olin was the Lead Manager and M&A advisor with direct responsibility for over 70 transactions representing over $5 billion in value. He has served as a key advisor to many of Canada's leading corporate, institutional, and family-owned real estate enterprises. Prior to his investment banking career, Mr. Olin has ten years of direct real estate industry experience. Between 1985 and 1991, Mr. Olin was Vice President with Bramalea Limited in Dallas, Texas and Toronto, Canada. In addition he worked with Olympia & York Developments Ltd., and the Parking Authority of Toronto. His experience in real estate includes acquisitions and dispositions, development, financing, leasing, operations, and planning and design. Mr. Olin has extensive corporate governance experience and expertise. He has served on the Board of Directors for numerous public companies as well as charitable and community boards. He has also acted as an expert witness on behalf of the Ontario Securities Commission and the Government of Canada Parliamentary Finance Committee. Mr. Olin is a graduate from the Kellogg Graduate School at Northwestern University in Chicago with an MBA. He received his Bachelor of Commerce degree from the University of Toronto.
Job Titles:
- Associate, Business Development
Job Titles:
- Executive Vice President, Client Team Lead / Waratah Capital Advisors
Job Titles:
- Managing Director
- Managing Director / Fraser Kearney Capital Corp
John Francis serves as the Managing Director at Fraser Kearney Capital Corp. Mr. Francis serves as an Ex-Officio of The Hospital for Sick Children, Inc.
From 1994 to 2006, Mr. Francis served as the President and the Chief Executive Officer at Trader Media Corporation. He led it from 1991 to 2006. He served as an Advisor at Altas Partners LP and serves as a Member of Advisory Board at Altas Partners LP. He was an Advisor at Yellow Media Limited. He served as a Vice President of Trader Media Corporation since 1990. His role was to make three concurrent acquisitions, which materially changed the scale of it by expanding the operation into all major Ontario markets. In 1990, when he rejoined Trader Media, he made three concurrent acquisitions which changed the scope of the company. In 2005, Trader Media was sold to Yellow Pages Income Fund and he served as its Chief Executive Officer until June 2006. He continued to consult Yellow Pages in the area of vertical media.
Prior to Trader Media, Mr. Francis served as an Associate of Mergers and Acquisitions at Castle & Cooke Inc. From 1988 to 1990, he worked in Los Angeles doing merger and acquisition transactions with Mr. David Murdock. He began his career working from 1986 to 1988 as an Analyst in the Mergers and Acquisitions department of Goldman Sachs.
He has been the Chairman of Sickkids Foundation- Fundraising Arm since June 17, 2011 and serves as its Director. He serves as the Chair of the SickKids Foundation Board of Directors and serves on the Board of Governors for Havergal College. He serves as a Director of MacNicol & Associates Asset Management Inc., and Scribble Technologies Inc. He serves as a Member of Advisory Board at Summerhill Venture Partners. He serves on the Board of ScribbleLive, Inc. He served as a Trustee of The Hospital for Sick Children, Inc.
John leads Sia Partners's Cross Business Strategy and Transformation Practice in North America and has responsibility for the Toronto Office. He provides financial services firms capabilities across business and operational strategy, transformation, product strategy and execution, large-scale program management, middle and back office outsourcing, process and efficiency improvement, financial analysis and modeling.
John's financial services experience spans asset management, brokerage, mutual funds, private banking, trust, capital markets and regulatory compliance.
John has over 25 years of experience in the financial services industry after receiving his Masters in Business Administration and Bachelors of Business administration from the University of Southern California. He also holds the Chartered Financial Analyst Designation.
John Hughes, MBA, CPA, CA, is the National Leader for MNP's Private Enterprise Practice. With more than 35 years of experience, John has spent his career helping Canadian business families, entrepreneurs and management teams create value and grow their businesses through a diverse range of services and customized strategies. Formerly national leader of a big-four private enterprise practice, he is also the former national leader of Canada's Best Managed Companies program, which recognizes excellence in Canadian-owned and managed companies with revenues over $10 million.
John's expertise and passion for Canadian private companies led him to co-author two Canadian best-selling books: Building the Best (Penguin 2006) and Power of the Best (2012). His consulting experience and work has included everything from audits, strategic tax planning and strategy and operational consulting to corporate finance, due diligence, mergers and acquisitions and IPOs.
Job Titles:
- Chairman of the Board of the Canadian Council for the Americas
- Senior Managing Director, Global Investment Strategy at the Ontario Teachers' Pension Plan
Jonathan Hausman is the Senior Managing Director, Global Investment Strategy at the Ontario Teachers' Pension Plan (Teachers'), where he is responsible for the Fund's global hedge fund portfolio and its investing strategies in emerging markets credit and rates. Prior to joining Teachers', Mr. Hausman was Executive Director at Goldman Sachs, where he held positions in its New York, London and Hong Kong offices managing sovereign risk strategy and advising government clients on their external financings and international credit ratings. His clients included the Republic of South Africa, the People's Republic of China, and the Republic of Korea, which in 1999 conferred on him a National Award of Merit in recognition of his advisory work for the Korean government through the Asia Crisis.
He is a member of the Board of Directors of Banco BTG Pactual SA in Brazil and Maple Bank. Mr. Hausman also serves as Chairman of the Board of the Canadian Council for the Americas, and as Co-Chair of the Advisory Board of the Munk School of Global Affairs at the University of Toronto, where he is a Senior Fellow and lectures on Global Markets and International Political Economy. In 2010, Mr. Hausman received an Arbor Award for his service to the university. In 2009, Mr. Hausman was selected by the Canadian International Council to be an expert panelist for its Global Positioning Strategy, a major non-partisan initiative to design and recommend to the Canadian government a new approach to international affairs in the changing global environment.
Before beginning his career in international finance, Mr. Hausman worked as Special Assistant to the Premier of the Province of Ontario. He holds a BA (Hons.) from McGill University, an MSc. (Econ.) from the London School of Economics, and an MPA from the School of International and Public Affairs at Columbia University. He also has ICD.D certification from the Institute of Corporate Directors.
Mr. Hausman is a native of Toronto and lives in the city with his wife and two daughters.
Jordan Banks is Facebook's Global Head of Vertical Strategy and Managing Director, Canada. Recently named one of the 25 Most Influential People in Canada by Financial Post Magazine, Mr. Banks is a well-respected leader in Canadian business.
Mr. Banks sits on the Board of Directors of Cineplex and the Baycrest Centre, the Board of Governors of the University of Waterloo and the Board of Advisors of the Art Gallery of Ontario and the Tanz Centre for Research in Neurodegenerative Diseases.
Job Titles:
- Chairman of the Board, RBC Chair, SickKids Foundation
- Chairman of the RBC Board of Directors
Kathleen (Katie) Taylor is Chair of the RBC Board of Directors. She has served on the board since 2001, and has been a member of the Human Resources Committee, and member and chair of the Corporate Governance and Public Policy Committee.
Ms. Taylor is the former President and Chief Executive Officer of Four Seasons Hotels and Resorts, where she held a number of senior leadership roles during her 24-year career with the company. Prior to becoming CEO in 2010, she served as President and Chief Operating Officer and President, Worldwide Business Operations. She was instrumental in establishing the firm's global portfolio of luxury properties and ensuring the brand's international success.
Her many accolades for business achievements include the Schulich School of Business Award for Outstanding Executive Leadership and the inaugural Medal for Career Achievement from the Hennick Centre for Business and Law at York University, and she has been inducted into the Canadian Marketing Hall of Legends.
She is a director of the Canada Pension Plan Investment Board and Chair of the Board of the Hospital for Sick Children Foundation. She is also Chair of the Principal's International Advisory Board of McGill University and a member of the Dean's Advisory Council of the Schulich School of Business of York University.
Ms. Taylor has a Master of Business Administration degree from Schulich School of Business, a law degree from Osgoode Hall Law School and a Bachelor of Arts (Honours) from the University of Toronto.
Job Titles:
- Global Head
- Global Head of Trading Products / BMO Capital
Kelsey Gunderson was appointed Global Head of Trading Products in January 2017. Mr. Gunderson was co-head of the Equity Products group from 2015 to 2017. He joined BMO in 2007 and rose through increasingly senior positions on the trading floor, including Head of Investor Origination Group in Debt Products and Financial Products, where he had oversight of the global distribution of equity and interest rates derivative products to institutional clients as well as the fixed income origination and government finance teams. Mr. Gunderson is a representative on various leadership committees within BMO Capital Markets. He sits on the Board of Trustees for the Bishop Strachan School and is a member of the United Way of Toronto and York Region Major Individual Giving Cabinet.
Mr. Gunderson's previous experience includes work at Credit Suisse Group in New York and CIBC in Toronto. He is a graduate of the University of British Columbia and McMaster University.
Job Titles:
- Asset Management Executive
Kurankye has enjoyed a 29 year career spanning business development, marketing and leadership within asset management and capital markets organizations. Most recently, Kurankye was the Chief Strategy Officer and a member of the executive leadership for Polar Asset Management Partners. At Polar he was responsible for the global distribution strategy, marketing, and the implementation of the firm's strategic business initiatives. Kurankye began working with Polar in a consulting capacity in 2009, and formally joined the firm in 2010. Prior to Polar, Kurankye held business development and marketing roles at other Canadian asset managers and the capital markets unit within a Canadian bank. Kurankye is a Member of the Board of Governors at Branksome Hall, a Member of the Board of Trustees at United Way Greater Toronto, a Founding Supporter of the Black Opportunity Fund, and a former President of the Canadian Association of Urban Financial Professionals. Kurankye graduated from York University in 1994 with a B.A. (Hons.) in Economics, earned his CFA and ICD.D designations respectively in 2000 and 2022.
Job Titles:
- Co - Founder, Honorary Chair
Kyle Co-Founded Capitalize for Kids alongside Jeff Gallant in 2013. Kyle's also established a wealth management partnership with Jeff that serves as their primary responsibility. He previously led the Financial Services practice at Veritas Investment Research, an independent equity research firm headquartered in Toronto. In the 2014 Thomson Reuters StarMine analyst awards, Kyle ranked 1st for Banks and Insurance coverage in the country and 2nd for stock picking across all sectors. Prior to Veritas, Kyle began his career at Ernst and Young where he was awarded National Honor Roll status for his performance on the 2012 Uniform Final Exam (UFE). Kyle has obtained the Chartered Profession Accountant (CPA, CA) designation, and is also a Chartered Financial Analyst (CFA). Kyle received an Honours Bachelor of Commerce degree from Queen's University where he concurrently played for the Varsity Football team. He was also a member of the 2009 Vanier Cup winning program.
Kyle was recognized as one of Canada's Top 40 Under 40 in 2019 for his business and philanthropic achievements. Beyond Capitalize for Kids, Kyle sits on the Board and Finance & Investment committee for the IWK Foundation, as well as the Board of the Ontario Brain Institute. He was recognized as a Global Shaper by the World Economic Forum in 2013.
Job Titles:
- Co - Founder / Front Street Investment Partners
Lee Minton was an Executive Managing Director and Global Head of the Client Partner Group for Sculptor Capital. In this role, Mr. Minton oversaw the firm's partnerships with its clients globally delivering investment solutions, transparency and resources to meet their needs.
Prior to joining Sculptor Capital in 2008, Mr. Minton was the Head of Institutional Business Development at Minton Investment Management, a fixed income asset management firm serving institutional clients. Earlier, he was an Associate in the Investment Management Division at Goldman, Sachs & Co.
Mr. Minton holds a Bachelor of the Arts in Economics from Colby College, and is a Chartered Financial Analyst charterholder.
Job Titles:
- Head Business Development & Investor Relations / Polar Asset Management Partners
Les leads the team at Polar Asset Management Partners responsible for business development and investor relations for both institutional and advisory partners. Les joined the firm in 2013, as a director focusing on marketing and business development across the variety of the firm's investor segments. Previously, Les was with Manulife Asset Management, holding successive positions in marketing and fixed income product management culminating as Managing Director, Institutional Sales.
Les is active in the community and from 2013-2022 was on the board of directors (six years as chair, 2013-2019) of Silent Voice Canada, a not-for-profit organization that provides an array of accessible programming and services responding to the needs of Deaf adults, youth, children, infants, and their families, in American Sign Language (ASL).
Les hails from Sydney, Nova Scotia, graduated from Dalhousie University with a Bachelor of Commerce and moved to Toronto in 2002.
Job Titles:
- Managing Director / Fortress Investment Group
- Managing Director in the Capital Formation Group at Fortress Investment Group LLC
Maggie Rosengarten is a Managing Director in the Capital Formation Group at Fortress Investment Group LLC, a global alternative asset manager headquartered in New York. Maggie raises capital for the firm's Credit and Private Equity businesses and manages relationships with investors across Canada, the U.S. and Latin America. Prior to joining Fortress in 2008, Maggie was a Vice President at Advent Capital Management in New York where she was responsible for business development activities for the firm's alternatives products and managing relationships with U.S. institutional investors. She previously held numerous marketing and business development roles at TD Canada Trust, Franklin Templeton Investments and Raymond James Ltd.
Maggie received her Honours B.A. from the University of Toronto in Political Science and History, where she was also a member of the Women's Varsity soccer team. She currently resides in Toronto with her husband and two young daughters.
Job Titles:
- Senior Vice President, Fund Development / YMCA
Mary is Assistant Vice-President of Divisional Relations for the University of Toronto working as a leader in an award-winning Advancement team with a mandate to be a strategic partner and grow fundraising and advancement performance in support of the University's mission. Mary also serves on a wide range of non-profit boards.
A life long learner she has degrees from McMaster University, Queens University, took the McMaster Chartered Directors program and recently graduated from the Royal Roads Executive Coaching program.
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. 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. At Optima, Matthew was responsible for manager selection and portfolio management with experience across a range of hedge fund strategies including long/short equity, event driven, global macro, systematic, and credit. He is a graduate of Brown University (Providence, RI) where he received a BA in Economics and holds both the Canadian Securities Course (Hons.) and Investment Management Techniques certificates from the Canadian Securities Institute.
Job Titles:
- Event and Project Manager
Job Titles:
- Investment Counsellor
- Member of Burgundy Asset Management 's Private Client Group
Meghan Moore is a member of Burgundy Asset Management's Private Client Group in Toronto, where she works closely with high net worth families, non-for-profit institutions, and family offices. In her current role, Meghan works alongside a team of relationship and portfolio managers to develop investment strategies for a broad range of clients.
Meghan received a Bachelor of Commerce degree from Queen's University and spent a semester abroad, studying business at Strathclyde University in Glasgow Scotland. She is also a CFA Charterholder.
Currently, Meghan volunteers at SickKids hospital both in the Ronald McDonald Family Room, and as part of the Women's Auxiliary "Poster Express" program. In addition, Meghan currently sits on the St. Michael's Hospital Young Leaders Board.
Job Titles:
- Senior Associate, Business Development
In 2017, Michael joined Breakwater Investments Inc., a newly-formed family office, and currently serves as Chief Investment Officer. In this role, he leads Breakwater's capital deployment strategy across a range of public and private asset classes and industries. Prior to joining Breakwater, Michael worked for Deloitte Corporate Finance for six years where he was focused primarily on advising mid-market companies on M&A and capital raising matters. He has been a longtime supporter of Capitalize for Kids and was on the executive committee for the inaugural conference event in 2014. Michael holds a Bachelor of Commerce degree from Queen's University, is a CFA Charterholder and has also obtained his CPA, CA designation.
Job Titles:
- Vice President / Pandion Investments Ltd
Job Titles:
- Contributor to the RBC
- Senior Director of Business and Product
- Senior Director, Business and Product Enablement, Mutual Fund Distribution
Michelle Bashir is the Senior Director of Business and Product Enablement with the Mutual Fund Distribution team in the Personal Savings and Investments division within RBC.
Over the past 15 years, Michelle has been involved with the leadership and delivery of cross-enterprise transformation and integration programs. In her 5 year tenure with RBC's internal consulting division, Michelle had accountability for sourcing and managing the delivery of consulting services across multiple platforms. Her specialization focused on driving enterprise wide efficiencies, which included developing, incubating and scaling the zero-based budgeting capability across RBC.
Prior to joining RBC in 2015, Michelle spent 10 years with IBM Canada in a variety of roles and business units, with the majority of her time being spent with IBM's consulting practice where she led and managed cross-functional teams across varying projects and industries. She was also selected to take part in IBM's Global Corporate Service Corps program where she was responsible for developing an Information & Communication Technology Strategy for the Ministry of Education in Tanzania.
Michelle is constantly recognized for her strong set of people management and team leadership skills. She is known to be a compassionate leader that is focused on employee development and well-being. She puts a significant focus on coaching and feedback, always ensuring that she creates stretch opportunities for her team members and mentees in order to foster continuous growth.
Outside of her day-to-day role, Michelle is an active contributor to the RBC and GTA community. Within RBC, she was recognized for her leadership on the 2018 International Women's Day campaigns, was appointed National Cabinet CAO co-Chair for the 2017-2019 RBC Employee Giving Campaigns, and also created and led the RBC Pro-Bono Consulting Program to bring free consulting services to not-for-profit organizations. Within the GTA, she is an Executive Board Member at Neighbourhood Legal Services and an Advisory Board Member at Capitalize for Kids. She is also a member of the RBC Women in Leadership cohort and was also sponsored by RBC to complete the Rotman Initiative for Emerging Leaders in 2018.
As Group Head and CEO, Global Banking and Markets, Mike has responsibility for the overall management of Global Banking and Markets' operations worldwide. He was appointed Co-CEO in 2008 with specific responsibility for the Global Capital Markets business, and assumed full responsibility for the division in 2014.
Mike joined Scotiabank's Investment Banking division as a Senior Manager, Derivative Products, in 1993, before being promoted to Managing Director in 1996; Co-Head, Capital Markets Group in 2002; and Deputy Head, Global Capital Markets in 2007. During the past 20 years, Mike has been actively involved in the development, execution and management of Global Banking and Markets' strategy, risk, operations and human capital management. He also represents Global Banking and Markets on key internal Bank committees.
Mike completed a Ph.D. in Finance and Operations Research from Queen's University and a Bachelor of Commerce in Finance from St. Mary's University.
Mike is a member of the Advisory Board for Queen's School of Business and its Master of Management Analytics program.
Job Titles:
- Managing Director
- Managing Director, External Portfolio Management
Ms. Anastassia Kobeleva is a Managing Director, External Portfolio Management, at CPP Investments, maintaining a portfolio of externally managed funds and separate accounts. With a focus on a long-term horizon, she invests in established and emerging managers globally. External Portfolio Management has relationships with approximately 60 asset managers whose mandates cover equities, credit, interest rates, currencies and commodities. Prior to joining CPP Investments in 2012, Ms. Kobeleva spent five years in private equity investment banking with Loewen & Partners. She serves on the 100 Women in Finance Toronto Executive committee. Ms. Kobeleva is a CFA charterholder.
Job Titles:
- Executive Director, Institutional Equity Sales / Morgan Stanley
Nick Bates joined Morgan Stanley in 2010 and is an Executive Director in the Equity Sales Group. Based in Toronto, he covers a collection of hedge funds, pension funds and institutional asset managers across Canada. Prior to Morgan Stanley, Nick worked at Thomson Reuters in their Markets division. He attained his CFA designation in 2013.
Nick is a summa cum laude graduate from McMaster University with an Honours Bachelor of Commerce degree.
OYA Solar - Chief Legal Officer
Job Titles:
- Managing Director, Relative Value Desk & Cdn Hedge Fund Relationship Management / BMO Capital
Paul joined BMO Capital Markets in 2007 on the institutional Equity Desk. Paul oversees the Relative Value Desk and more recently added Canadian Hedge Fund Relationship Management to his purview. The Relative Value Desk is responsible for structuring comprehensive trading strategies including risk arbitrage, event-driven long/short, and other special situations. Prior to joining BMO Capital Markets, Paul spent 3 years in investment banking at a global and Canadian investment dealer.
As a proud supporter of the Capitalize for Kids Charity in Toronto, Paul joined the Advisory Board in the fall of 2018.
Paul holds a Masters Business Administration degree from the Richard Ivey School of Business, as well as concurrent degrees from the Honors Business Administration (Richard Ivey School of Business) and Bachelor of Mechanical and Manufacturing Engineering Sciences programs the University of Western Ontario.
Job Titles:
- Managing Director at RBC Capital Markets
Paul Hand is a Managing Director at RBC Capital Markets, Asset Management Arm. He joined RBC Capital Markets in 1974. Mr. Hand is responsible for the firm's equity capital markets group and advises corporate clients in connection with a wide range of financing and merger and acquisition transactions.
He has spent more than 25 years in the investment business with various roles in the private client, equity capital markets, and institutional equity areas. Mr. Hand was previously the Head of Global Equity Trading for 11 years and was directly responsible for the firm's North American and international equity trading. Previously, he spent eight years in New York, from 1977 to 1985, and, from 1986 to 1990, he was a Senior Equity Trader at Wood Gundy. Mr. Hand was a Director at the Toronto Stock Exchange in 1998.
He earned a B.A. from Queens University in 1969 and an M.B.A. in 1973.
Peter leads the Canadian business development and capital introduction initiatives for TD Securities Prime Brokerage. With over twenty years' capital markets experience, he began his career in TD Wealth taking on increasingly senior positions until assuming Head of National Sales for TD's Institutional Services Correspondent Clearing division. Since joining TD Securities in 2006, he has helped build a client focused, service driven franchise for alternative funds, asset managers, pension plans and family offices.
A graduate of McMaster University, Peter is active in TD Securities' Global Markets student recruitment efforts.
Job Titles:
- Managing Partner / Alignvest Capital Management
- Managing Partner and Co - Founder of Alignvest Capital Management
Reza Satchu is Managing Partner and Co-Founder of Alignvest Capital Management. Mr. Satchu has substantial experience as an entrepreneur and investor. He has co-founded, built and managed several operating businesses from inception including: SupplierMarket, a supply chain software company with over 225 employees and investors that included KKR and Sequoia Capital, which was sold to Ariba for $925 million; StorageNow which became Canada's second largest self-storage company prior to being sold to InStorage REIT for $110 million; and KGS-Alpha Capital Markets, a fixed-income broker dealer with over $155 million in equity capital, 130 employees and 700 customers.
Previously, Mr. Satchu spent 12 years in New York where he was a General Partner at Fenway Partners, a $1.5 billion private equity firm, and a Financial Analyst at Merrill Lynch.
Mr. Satchu has received Canada's Top 40 Under 40™' Award and the 2011 Management Achievement Award from McGill University (2011). He is on the Board of Directors of KGS-Alpha Capital Markets, the Hospital for Sick Children Foundation (having served as Vice-Chairman from 2009 to 2011) and is a member of the Canadian Advisory Board to the Harvard Business School. He is the Founding Chairman of The Next 36, an intensive entrepreneurship program for Canada's most promising undergraduate students, which is funded and supported by many of Canada's leading CEOs and entrepreneurs and an Adjunct Professor at the University of Toronto, where he has taught the most popular class over the past six years (Economics of Entrepreneurship).
Mr. Satchu holds a Masters of Business Administration from Harvard Business School and a Bachelor of Arts from McGill University.
Job Titles:
- Special Advisor
- Vice Chair and Head of Equities
As Vice Chair and Head of Equities, Robbie Pryde leads the professional teams responsible for Institutional Equities, Research, Global Equity Derivatives, Automated Execution, Prime Brokerage and Energy Trading at TD Securities. He also Co Heads Equity Capital Markets. Robbie is a member of TD Securities Supervisory and Initiative Investment Committees and plays a key role firm- wide in client relationship management and trading strategies.
Robbie is Co- Chair of the Women in Leadership Executive Committee for TD Securities and a key champion of the WIL initiative, actively mentoring and promoting a diverse and inclusive culture within the firm for the last several years. Robbie was recognized by Women in Capital Markets (WCM) as the Male recipient of the WCM Award for Leadership in 2014- 15.
Robbie also plays a key role in building the pipeline for future potential leaders, participating in campus recruitment, taking the time to meet talented individuals and encouraging them along their journey. He is a regular participant on internal and external industry panels and networking events and his continued engagement has yielded consistent results over the years.
Robbie joined TD Securities in 2000 when the company purchased Newcrest Capital, where he was a Managing Director and Founding Partner. He started his career at Nesbitt Burns in Institutional Equity sales and Retail branch management. Robbie holds a Bachelor of Arts in Economics from the University of Western Ontario and a Chartered Financial Analyst accreditation.
Robbie values community engagement and is involved with a number of fundraising initiatives, including TD Securities Underwriting Hope Charity Auction, United Way Corporate Fundraising Campaigns, The George Hull Centre and Anaphylaxis Canada. He is a Board Member of the National Ballet of Canada, Sterling Hall School and Grand Cru Culinary Wine Festival Advisory Committee which supports the Toronto General and Western Hospital Foundation.
Job Titles:
- President and Managing Partner of Guardian Smart Infrastructure Management
Prior to becoming the President and Managing Partner of Guardian Smart Infrastructure Management, Rob was a Senior Advisor to The Boston Consulting Group and prior to that he was Executive Vice President, Private Investments at AIMco. Mr. Mah led a team of investment professionals responsible for Private Investments, which included Real Estate, Private Equity, Infrastructure & Timber.
He holds a Bachelors Degree specializing in Finance and Economics from McGill University and a Masters Degree in Business Administration from the University of Toronto.
Job Titles:
- Executive Vice President, Investor Relations
Ron joined Waratah Advisors in April 2015. Ron brings 30 years of leadership in the North America pension consulting and investment management industries to Waratah. Prior to joining Waratah, Ron was President of Hewitt Associates Canada (now AON Hewitt, a global pension and asset consulting firm) and held senior executive positions at Gluskin Sheff + Associates, Romspen Investment Corporation, and Wescourt Capital.
Ron graduated from Queen's University with a Bachelor of Commerce (Honours) degree and a Masters of Industrial Relations degree. Ron has also completed executive courses at the Harvard Business School and University of Toronto, as well as completed the Fundamentals of Alternative Investment Certificate Program by the CAIA Association. He received his Chartered Investment Manager designation.
Job Titles:
- Partner, Transaction Advisory Services
Ron brings more than twenty years of professional experience providing advisory and assurance based services in the financial services sector, including asset managers, private equity firms, investment banks, commercial banks, broker dealers, commercial finance companies and specialty finance companies.
His transaction experience includes financial services acquisitions and dispositions in Canada, the US, the Caribbean and South America.
Ron is a Canadian Chartered Accountant, a Certified Public Accountant in the U.S. (North Carolina), a member of the Institute of Chartered Accountants of Ontario, the American Institute of Certified Public Accountants and the North Carolina Association of Certified Public Accountants.
Ron has been a faculty member of the Directors College since 2007 and served as a strategic advisor to help the College expand across Canada and in Europe. He was the Chair of the EY UW Corporate Campaign from 2010 to 2012 and helped the firm reach the $1m milestone. Through his leadership as the EY Executive Champion for the Hospital for Sick Kids from 2009 to 2015, he has raised $350k in support of the hospital from EY partners.
Sara is a Director on the Prime Brokerage team at TD Securities where she is focused on Business Development and Capital Introduction. Prior to joining TD in 2017, Sara worked at Barclays for eight years in various roles including Senior Relationship Management and Equity Research, covering Financial Institutions. Prior to Barclays, Sara worked at Dundee Securities in Equity Research. Sara began her career at Goodman Private Wealth. She holds a Bachelor of Commerce from McGill University and is a CFA Charterholder.
Job Titles:
- Event and Project Manager ( on - Leave )
Sarah is the Event Manager at Capitalize for Kids. She came to Capitalize for Kids from having worked in Event Management and Hospitality at Beacon Hall Golf Club. At Beacon Hall Golf Club, Sarah managed food & beverage and golf based events for private membership, as well as companies such as PC Financial, Mercedes, Agnico Eagle, Southlake Regional Hospital and CIBC. Sarah's work varied from daily floor operations, event planning, creation and execution to managing the club's food & beverage department.
Sarah holds a Bachelor of Child Development from Seneca College's department of Early Childhood Education, where she received the Walker Wood Foundation Early Childhood Education Award, as well as a Graduate Certificate in Youth Justice and Interventions from Durham College's Faculty of Justice & Emergency Services. Sarah's passion for children's mental health began at a young age when she volunteered with the Special Needs classroom at her elementary school. Following this, she spent time volunteering with York Region Children's Aid Society, Victim's Services Toronto, Students Crossing Boarders and Kennedy House Youth Shelter, gaining front line experience working with children and adolescents facing mental health challenges. Sarah has always gravitated towards leadership roles and collaborative team environments that focus on innovation and making the world a better place.
Outside of Capitalize for Kids, Sarah can be found training for marathons and attending yoga classes. She has a strong commitment to giving back to the community and building capacity in others to contribute and support those in need. Sarah loves to be active and enjoys the simple things. You'll often find her enjoying a nice glass of wine, walking her dog in the park or reading a good book.
Job Titles:
- VP, Global Head of Sustainability at Manulife
Sarah Chapman is the VP, Global Head of Sustainability at Manulife. She was previously a Director within Deloitte's Sustainability and Social Impact advisory practice. She led the National Corporate Responsibility & Sustainability team within Deloitte Canada. With extensive experience across the US and the Asia-Pacific region, Sarah specializes in building innovative purpose-driven, social impact strategies and programs that create shared economic and societal value. Sarah has a PhD in Corporate Responsibility, Social Impact and Shared Value. She is on the Board of Volunteer Canada and serves as the Co-Chair of the Canadian Council of Volunteering. Sarah also chairs the Toronto Impact 2030 Council.
Satish Rai - Chief Investment Officer
Job Titles:
- Chief Investment Officer
- Senior Advisor
Satish Rai was appointed Chief Investment Officer, OMERS Public Markets in January 2015. In this role, he is responsible for all publicly-traded asset classes in OMERS pension fund portfolio. He is also accountable for the strategy to ensure the OMERS Capital Markets business consistently delivers the required investment returns, while effectively managing investment risk.
A 30-year veteran of the investment sector, Mr. Rai's career includes extensive experience in active equity and fixed income portfolio management. Prior to joining OMERS, he served as Chief Investment Officer at TD Asset Management, overseeing $250 billion in assets under management. At TDAM Mr. Rai also acted as Chair of the Committee of the Advancement of Visible Minorities in Leadership Roles and member of the Diversity Leadership Council.
Mr. Rai holds a Bachelor of Mathematics from the University of Waterloo, and is a Chartered Financial Analyst (CFA). He has previously been recognized as one of Canada's Top 40 Industry Leaders Under 40, and in 2006 he received the Alumni Achievement Medal from the University of Waterloo Faculty of Mathematics.
Mr. Rai is actively involved in the community, including through service on the Board of Governors, Finance Committee and Investment Committee of the University of Waterloo and as a member of the Young Presidents' Organization/World Presidents' Organization. He is also a past member of the boards of the Toronto East General Hospital Foundation and Women in Capital Markets.
Job Titles:
- Head of Trading, Polar Asset Management Partners
Scott Brady Head of Trading, Polar Asset Management Partners
Job Titles:
- Private Investor
- Senior Advisor, Jemekk Capital
Scott MacNicol is currently a Private Investor, having retired as a Managing Director responsible for Equity Trading at TD Securities. In this capacity, he was also Head of The Hedge Fund Trading Group. Prior to, he was a Founding Partner and Managing Director of Equity Trading for Newcrest Capital, which he started in 1995 with eight other partners and was eventually sold to TD Bank in 2000. Mr. MacNicol began his career at Gordon Capital in 1987 attaining the position of Vice-President and Director in 1993. He is a Founding Member for the Yellow Bus Foundation and earned his Bachelor of Business Management from Ryerson in 1988.
Job Titles:
- Senior Manager, Impact Consultant
Job Titles:
- Chief Investment Officer / Andrew W. Mellon Foundation
Scott joined the Andrew W. Mellon Foundation in 2018. Prior to joining the Foundation, Scott was a Managing Director at Canada Pension Plan Investment Board (CPPIB). At CPPIB, Scott oversaw the investment process and monitoring of the organization's public market external manager program. Prior to this, Scott was a senior member of CPPIB's Private Investments Team, where he focused on private equity fund investments and private equity secondaries. Previously, Scott was a member of the European Corporate Development team at Level 3 Communications. Scott began his career in mergers and acquisitions with BMO Nesbitt Burns. Scott holds a Master in Finance from London Business School and a BBA from Wilfrid Laurier University.
Job Titles:
- Chief Executive Officer and Portfolio Manager / XIB Asset Management Inc
- Chief Executive Officer and Portfolio Manager at XIB Asset Management Inc
Sean is the Chief Executive Officer and Portfolio Manager at XIB Asset Management Inc, a registered investment fund manager and exempt market dealer with approximately $180 million assets under management. Prior to founding XIB, Sean worked at one of Canada's most successful fund managers, MM Asset Management (MMAM), where he was part of a five-person advisory team responsible for managing a global event-driven investment portfolio. Prior to MMAM, Sean gained experience and insight from roles in both Institutional Equity Sales as well as M&A Investment Banking at Canadian Imperial Bank of Commerce (CIBC). Sean is a CFA Charter holder and received a Bachelor of Business Administration, graduating as Valedictorian from the University of New Brunswick. Sean is an active contributor and volunteer in the communities where he lives and works. He is a longstanding director on the board of the Bay Street Children's Foundation, board member at Holland Bloorview Kids Rehabilitation Hospital Foundation, and is founder and director of the Frontline Foundation; a non-profit supporting first responders, frontline workers, and local businesses in Bermuda.
Job Titles:
- Vice President, Business Development / Kilmer Capital Partners Limited
Shane joined Kilmer Capital Partners Limited (KVN) in 2021 as vice president, business development, and is responsible for originating and analyzing suitable acquisition opportunities that align with KVN's investment philosophy.
Shane came to Kilmer from Capitalize for Kids (C4K), where he was director of business development, leading all revenue-generating activities for the organization. Prior to C4K, Shane was part of a mid-market private equity firm where he led the sourcing and origination of Canadian investment opportunities. Before entering the private equity industry, Shane spent six years in banking, most recently in corporate banking with BMO Capital Markets and, prior to that, at CIBC Capital Markets, primarily in corporate banking, with stints in mid-market investment banking, cash management and risk management.
Shane holds a Bachelor of Arts degree in economics and history from the College of the Holy Cross where he was a member of the men's ice hockey team. He also holds an MBA from Ivey Business School and is a CFA charterholder. Shane is a member of the Association for Corporate Growth (ACG) Toronto chapter's membership committee. He is active with several charitable organizations including Movember, where he is a member of the Movember Mavericks hockey team and has opened the TSX on behalf of Movember. Shane also serves on the Leadership Development Advisory Council with C4K.
Job Titles:
- Chairman of the Board and Founder of West Shore Consulting
Ted Garrard, C.M., is the former CEO of SickKids Foundation, a position he held from 2009-2023. The Foundation supports one of the world's leading centres for pediatric care, research and learning - the Hospital for Sick Children. Under Ted's leadership, the Foundation increased annual revenues from $80 million per annum to more than $200 million per annum, saw its endowment grow from $480 million to $1.2 billion, became one of the top brands in Canada and set a new standard for charity branding, grew the donor base by more than 100,000 to 330,000 annually, assembled a 37-member Board of Directors that became the "destination" Board for community leaders, became a digital leader in fundraising, doubled the number of staff from 120 to 250 employees, increased the Foundation operating budget from $26 million to $60 million, and oversaw the process that resulted in SickKids becoming the first hospital foundation in Canada to be accredited by Imagine Canada under their Standards program.
Prior to joining the Foundation Ted served as Vice-President, External at The University of Western Ontario from 1996-2009, where he led campaigns that raised more than $600 million. At Western he was also responsible for alumni relations, communications and public affairs and community relations. He also spent 13 years at United Way of Toronto in a variety of roles including Research Director, Marketing and Communications Director, and Director of Fundraising.
Ted is Past Chair of the Canadian Children's Hospital Foundation Executives, Past Chair of the Woodmark Group (the group represents 25 of the largest children's hospitals in North America), past Chair of Imagine Canada, Past Chair of United Way of London-Middlesex, a past Director of United Way/Centraide Canada, and a past Director of the Canadian Council for Advancement in Education. He received the Association of Fundraising Professional's Outstanding Fundraising Executive Award in 1997, was named one of Canada's Top 40 Under 40 in 1998, and in 2014 was named Outstanding Communicator by the International Association of Business Communicators (IABC). In June 2018, Ted was honoured with the Order of Canada, Canada's highest civilian honour, and in 2022 Ted was awarded the Lifetime Achievement Award by the Association of Fundraising Professionals.
Ted founded West Shore Consulting to increase the capacity of charities in strategic planning, governance, fundraising, human resource management, brand management, and capital campaigns.
Job Titles:
- Managing Partner / BC Partners
- Managing Partner and Head of Credit for BC Partners
Ted Goldthorpe is a Managing Partner and head of Credit for BC Partners. He joined in 2017. He is also a member of the Private Equity Investment Committee.
Mr. Goldthorpe was most recently the President of Apollo Investment Corporation, Chief Investment Officer of Apollo Investment Management, and Senior Portfolio Manager, U.S. Opportunistic Credit. Mr. Goldthorpe joined Apollo in April 2012 and oversaw the Opportunistic Credit platform within Apollo aggregating over $20bn in Assets Under Management, which grew dramatically during his tenure. His most recent focus was on the Direct Origination business. He was named to the firmwide Senior Management Committee in 2014.
Previously, Mr. Goldthorpe was employed by Goldman Sachs & Co. since 1999. He most recently ran the Bank Loan and Distressed Investing Desk and prior to that was a Managing Director in the Special Situations Group, running both their Middle Market Private Equity business and the Canadian business (CSSG). Prior to that, Mr. Goldthorpe worked in the High Yield Distressed business, the Merchant Banking Division and the Investment Banking Division.
Mr. Goldthorpe has previously served on the boards of SPARTA Insurance Holdings, Inc., Flatiron Re, JHT Holdings, Baxa Healthcare, Shelter Bay, Fairway Energy, amongst others, and was a board observer for First Solar, amongst others.
Mr. Goldthorpe received a B.A. in Commerce from Queen's University in Kingston, Ontario. He is a frequent guest lecturer at leading Universities including Columbia, University of Pennsylvania (Wharton), University of Virginia, New York University, Queen's University, and Stanford University. Mr. Goldthorpe currently serves on the Global Advisory Board for the Queen's School of Business. He is the Chairman of the Young Fellowship of The Duke of Edinburgh's Award and serves on the board of Directors for HerJustice and Capitalize for Kids.
Job Titles:
- Director / Northleaf Capital
- Director at Northleaf Capital Partners
Todd is a Director at Northleaf Capital Partners in Toronto, where he is involved in all aspects of Northleaf's business development and strategy activities, working closely with investors and investment consultants to design, develop and monitor their private markets portfolios.
Prior to joining Northleaf in 2013, Todd was an investment professional at Goldman, Sachs & Co. in New York where he established and managed strategic Canadian relationships on behalf of the firm, while advising on and directing public and private market investments and portfolio strategy for family offices, foundations and small-to-mid sized institutional clients. Previously, Todd was a Vice President with Citigroup in New York, where he co-founded their Sports Finance & Advisory Group, providing acquisition, sell-side and strategic advice to existing and prospective sports franchise owners and related media clients. Todd began his career in institutional sales with CIBC World Markets in New York.
Todd received a Bachelor of Commerce degree from the Sauder School of Business at the University of British Columbia and an MBA from the Johnson School of Management at Cornell University.
Job Titles:
- Partner and Managing Director / Boston Consulting Group
- Partner and Managing Director at the Boston Consulting Group
Vinay Shandal is a Partner and Managing Director at the Boston Consulting Group in Toronto, where he co-leads the shareholder activism topic and is a core member of the asset management and financial services practice areas. Prior to joining in 2009, Vinay practiced commercial law at Wachtell, Lipton, Rosen & Katz and Cravath, Swaine & Moore LLP in New York City and clerked at the Supreme Court of Canada.
Vinay received his LL.B. and B.C.L. degrees from McGill University and his LL.M. degree from Cambridge University.
Vinay oversees the social impact portfolio at BCG and co-founded the Career Mentorship Program in partnership with Pathways to Education.
Job Titles:
- Chief Investment Officer / Canada Overseas Asset Management Limited
- Chief Investment Officer for Canada Overseas Asset Management Limited
Vincent Fernandez is the Chief Investment Officer for Canada Overseas Asset Management Limited, a single-family office based in Toronto. His mandate covers all aspects of investing for three generations of the family. As CIO, he is responsible for the establishing the investment policy for the investment corporations, the foundations and the trusts and he implements the asset allocation across all mandates. He leads the selection of external fund managers across long equity and fixed income, equity and fixed income hedge funds, and illiquid investments in private equity, venture capital and real estate. Moreover, he manages of a book of North American large and mid cap equities. He also serves as the Chief Compliance Officer of the firm, ensuring the integrity of reporting and operational conduct of the organization. Prior to assuming this role in 2008, he spent thirteen years as an analyst and portfolio manager with two of the leading mutual fund platforms in Canada, investing in Global, US and Emerging Market equities, with sector specializations in financial services and utilities. He started his investment career as a sell-side analyst working for a US bank in Buenos Aires, Argentina covering electric utilities. Prior to this, he worked as an analyst at Global Affairs Canada in the division that led the NAFTA negotiations. He earned an Honours bachelor's in political science and Economics from the University of Toronto, holds International MBA from the Schulich School of Business at York University and is a CFA charter holder. He completed the IFSE Officers, Partners and Directors in 2017. For the past eight years, he has served as a volunteer on the Investment Sub-Committee for the Heart and Stroke Foundation, helping to guide the asset allocation and manager selection for the foundation as well as the defined benefit and defined contribution pension plans. Prior to that, he was a volunteer and co-Head of a fundraising event for a decade with Renascent Foundation, an alcohol and drug treatment organization based in Toronto. In his spare time, he is a writer of fiction, painter, woodworker, and golfer. He is the proud father of two wonderful adult children.
Wesley Hall is the Chief Executive Officer of Kingsdale Shareholder Services. He is a founding board member of the Canadian Society of Corporate Secretaries (CSCS) and CSCS' longest serving president.
In 2009, Mr. Hall received the Ernst & Young Entrepreneur of the Year award for Ontario. He is currently chairman of the board of TSX Venture Exchange-listed Difference Capital Financial and serves as director of Prophecy Platinum.
Mr. Hall is a graduate of the directors education program offered by the Institute of Corporate Directors (ICD) in partnership with the Rotman School of Management, University of Toronto.
Job Titles:
- Leader
- Senior Partner, McKinsey & Company
Zak is a leader in the Capital Projects & Infrastructure Practice in Canada. Based in Toronto, he serves a range of investors and operators in the infrastructure and utilities space on operational, strategic, and financial topics, including conducting due diligences on potential investments, developing strategies, and improving the performance and value from assets in investors' portfolios.
Zak also helps lead the Public Sector Practice in Canada and has worked extensively with public sector clients across North America, primarily in strategic asset management, public-private partnerships, public finance, and infrastructure. He has managed complex engagements across a number of government and private sector stakeholders to deliver substantial transformations of public sector organizations and assets.
Job Titles:
- Community Development Manager