WAISC

WAIS 2017 Canada - SPEAKERS

LEADING FACULTY (by last name)

Matt Barnes, Director of Sales, Centurion Asset Management Inc.

Chris Beall, CEO, ConnetAndSell, Inc.

Pat Bolland, Media Consultant

Martin Braun, Senior Investment Strategist & Portfolio Manager, JC Clark Ltd.

Tim Brown, Managing Director, Strategic Information Technology
Joe Canavan, President & CEO, LOGiQ Asset Management
Charbel Cheaib, Executive Director, Business Development, CIBC Mellon

Mat Cybula, CEO, Cryptiv

Dr. Ron D’Vari, Chairman, CIO & Co-Founder, NewOak Capital LLC

Bobby Eng, Vice President, State Street Global Advisors, Ltd. & Head, SPDR ETF Business Development for Canada
Howard English, Director, CAF Canada
Peter Figura, Director, Sales, RISE Properties Trust

James Fox, Managing Partner, SPR & Co LP
Deborah Frame, President & CIO, Frame Global Asset Management

Kevin Harris, Director, North America, Continuum Economics
Ted Hart, President & CEO, CAF America

Rubsun Ho, Chief Crowdpleaser, Crowdmatrix Inc.
Hugh Innes, Managing Director, Logan Wealth Management

Thomas Jones, President, Northern Coast Financial
Alex Jurshevski, Founder, Recovery Partners
Geoffrey King, Founder, BridgeDXi Americas
David Kirzinger, Principal, RISE Properties Trust

Nick Kyprianou, President & CEO, RiverRock Mortgage Investment Corporation
Mo Lidsky, Partner & Senior Managing Director, Prime Quadrant

Dennis E. MacPherson, Senior Vice President, SGGG Fund Services Inc.
Tony Mahabir, Chairman & CEO, Canfin Financial Group of Companies
F.L. (Ted) Morton, Senior Fellow, School of Public Policy, University of Calgary, Former Alberta Minister of Energy and Minister of Finance

Andrew Mystic, Director, Private Client, RP Investment Advisors LP
Amar Nijjar, Founder, R2 Investments
Trish Nixon, Chief Impact Investing Officer, CoPower
Andrey Omelchak, President, CEO & Chief Investment Officer, LionGuard Capital Management Inc.
Dawn Paniz, CFO & Senior Vice President, Investment Markets, Fisgard Asset Management Corporation

Mark Purdy, Managing Director & CIO, Arrow Capital Management Inc.
Jaime Purvis, Executive Vice President, National Accounts, Horizons ETFs Management (Canada)

Ron Quaranta, Chairman, Wall Street Blockchain Alliance
Darin R. Renton, Partner, Stikeman Elliott
Zachary Schwartz, President, ZSC Inc.
Kim Shannon, President and Co-CIO, Sionna Investment Managers
David Shore, Director - Canada, OurCrowd

Harry Singh, President & CEO, Indigoblue Mortgage Investment Corporation

Harvey Sliwowicz, National Vice President, Business Development & Relationship Management, National Bank Correspondent Network
Doug Steiner, CEO & Founder, Evree Corp.
Daniel Straus, Ph.D., Vice President, ETFs & Financial Products Research, National Bank Financial

Darryl Strawberry, Co-Founder, Darryl Strawberry Recovery Center
Joseph Thomson, Director, President & CEO, PACE Securities Corp.
Henry Tse, CEO, Ginkgo Mortgage Investment Corporation

Lijoy Ulahannan, Chief Operating Officer, Managing Partner, Highyon Accredited Realty Partners (HARP) LP

Matt Barnes, Director of Sales, Centurion Asset Management Inc.
Matthew Barnes joined Centurion REIT in June 2014 as Associate Director, Sales. He has over 12 years of experience in the financial services industry and was most recently Regional Sales Manager at First Trust Portfolios Canada. Matthew also held sales and client relationship roles at Renaissance Investments where he was the Business Development Manager for Alberta North and prior to that was an equity trader at the Telus Pension Fund in Edmonton. Matthew is also a level 3 candidate in the CFA program and continues to expand his skill set through industry courses.

Chris Beall, CEO, ConnetAndSell, Inc.
For most of the past 30 years, Chris Beall has participated in software start-ups as a founder or at a very early stage of development. His focus has consistently been on creating and taking to market simple products that can be used successfully the first time they are touched, without having to take a course or read a manual. His belief is that the most powerful part of any software system is the human being that we inappropriately call a “user,” and that the value key in software is to let the computer do what it does well — go fast without getting bored — in order to free up human potential. Toward that end, Chris has been involved with Requisite Technology, GXS, Epiance, Qlip Media, Aptara, Cadis, Sun Microsystems, and Unisyn. He is currently CEO of ConnectAndSell, Inc., based in Silicon Valley.

Pat Bolland, Media Consultant
Longtime business commentator Pat Bolland has been a business thought leader north and south of the border. Pat worked his way up in the investment industry from floor clerk on the Toronto Stock Exchange to VP with a top tier firm before moving into broadcasting. Pat’s been business editor at four major networks, currently Sun New Network on ‘AM Agenda’. He has parlayed his TV hosting skills into media training, corporate PR as well as hosting, moderating and webcasting for events and conferences. Not to mention a lot of lacrosse coaching. Despite all his business and sport acumen he’s best known as “the guy with the ‘stache”. Follow him at @patbolland.

Martin Braun, Senior Investment Strategist & Portfolio Manager, JC Clark Ltd.
Martin Braun is a Senior Investment Strategist and Portfolio Manager at JC Clark Ltd. Martin began his career in 1981 at Richardson Greenshields, where he covered the Canadian financial services and real estate sectors. In 1988 Martin joined Gluskin Sheff + Associates, and during his 10 years there as Portfolio Manager & Partner was responsible for the analysis and management of Canadian and US equity portfolios. In 1999 Martin co-founded Strategic Advisors Corp and, over the next seven years as president and Portfolio Manager, launched the Adaly Opportunity Fund (now rebranded the JC Clark Adaly Trust). In 2006, Martin established Adaly Investment Management Corp (AIMC) to assume management of the Adaly Opportunity Fund. In 2012 he sold AIMC’s management contract to JC Clark, and joined its investment team. Martin founded and is the President of Rand Kildare, a charitable foundation that over the past seven years has supported dozens of charities with a broad mandate to assist children and their families facing a variety of hardships. Martin is a member of the Bayview Golf & Country Club, where he serves on the Finance Committee.

Tim Brown, Managing Director, Strategic Information Technology
Tim is an accomplished Fintech executive with over 20 years experience in the mortgage industry in Canada, UK and South Africa. Currently, Tim is Managing Director at Strategic Information Technology where he is driving the implementation of core banking solutions for financial institutions in Ireland. He is also the founder and Managing Director of Polus Consulting, providing operational and technology expertise to private mortgage lenders in Canada. In this role he helped launch multiple new MIC and Syndicate lenders over the last 3 years and designed new origination software for Dolphin Enterprises, the leading software provider for private mortgage lenders in Canada. Prior to this Tim was President and CEO of Marlborough Stirling Canada, a mortgage technology company providing enterprise mortgage software to the largest mortgage companies and lenders in Canada and in the UK.

Joe Canavan, President & CEO, LOGiQ Asset Management
Joe Canavan is an icon in the financial services industry with extensive experience as an executive, entrepreneur and venture investor. His most recent venture includes the ideation and creation of LOGiQ Asset Management. Joe has held the positions of Chairman and CEO of Assante Wealth Management and United Financial Corporation and CEO of Synergy Asset Management, a company he founded in 1997 (now part of CI Financial). Before Synergy, Joe launched GT Global (Canada) which quickly grew to a multi-billion dollar asset management company and Fund Company of the year before being sold to AIM Trimark. As Vice President, Director of National Sales, Joe helped build Fidelity Investment Canada from $60 million to $6 billion. Prior to founding LOGiQ Asset Management, Joe was Interim CEO and Chairman of the Children’s Aid Foundation, overseeing its restructuring and highly successful turnaround. Joe is a Board Director of the Fraser Institute, the National Arts Centre Foundation, Kids & Company, Brand Protect, Trails Youth Initiatives and the Next 36. His outside investment interests are primarily focused on digital ventures including Wealthsimple, Borrowell, MILQ (a machine learning company), Itsme (a virtual reality company), Brand Protect (a cyber security firm) and Kira Talent, to name a few. Joe was awarded “Person of Influence of the Decade” during the 2004 Canadian Investment Awards, was honoured as Concordia University’s “Alumnus of the Year” in 2006, and was also the recipient of the Queen Elizabeth Diamond Jubilee II Medal in 2012. Joe completed a Bachelor of Business Administration, Business at Concordia University and holds an OPM, Business from Harvard Business School.

Charbel Cheaib, Executive Director, Business Development, CIBC Mellon
Charbel Cheaib, Executive Director, Business Development is responsible for CIBC Mellon's Alternative Investments clients as well as aligning the organization's service offering with the needs of industry participants as they evolve with changes in regulation, accounting, market conditions and other various factors.
Charbel Cheaib is a Chartered Accountant and prior to joining CIBC Mellon, Charbel worked with KPMG as a Senior Manager in the Investment Funds audit practice working with Canadian, U.S. and International hedge funds, reporting issuer mutual funds and asset managers, and their service providers.
Charbel is actively involved in a variety of regulatory and professional initiatives related to the asset management industry.

Mat Cybula, CEO, Cryptiv
Mat is a serial entrepreneur and the CEO of Cryptiv, an enterprise-focused blockchain company. He earned a MSc. from The London School of Economics focusing on the history of money. Mat has a background in technical and fundamental analysis, risk management, and derivatives trading. He has a deep understanding of digital currency markets, the blockchain industry, and their underlying technologies.

Dr. Ron D’Vari, Chairman, CIO & Co-Founder, NewOak Capital LLC

  • 33 years of experience advising over several trillion dollars in complex assets and situations including global credit products

  • Former head of structured finance at BlackRock - Raised and managed $29 billion in fixed income credit assets across 20 mandates; co-managed over $90 billion in fixed income; Member of Investment Strategy Group, Fixed-Income/Alternative/New Product Management Committees.

  • Responsible for advising in matters throughout the structured products and fixed-income asset lifecycle across the globe

  • Interacted and advised CIOs and board of some of the largest financial institutions, pension funds, sovereign wealth funds, insurance companies, endowment and foundations

  • Expert in structured finance, credit fundamentals, building and executing portfolio alpha strategies and innovative structured solutions

  • Former Senior Principal Engineer and Scientist at McDonnell Douglas (now Boeing) where he managed a large design and analysis group specialized in state-of-the-art commercial and military aircrafts

  • Chair of PRMIA Education Committee and Member of Advisory Board of Structured Finance Journal

  • Over 15 years of graduate and under graduate teaching (UCLA, Brandeis, and Boston University)

  • MS, PhD and MBA degrees from UCLA; CFA charter holder.

Bobby Eng, Vice President, State Street Global Advisors, Ltd. & Head, SPDR ETF Business Development for Canada
Bobby is a Vice President at State Street Global Advisors, Ltd. and Head of SPDR ETF Business Development for Canada. Bobby focuses on the distribution of SPDR ETFs to institutional investors throughout Canada including pension plans, endowments, foundations, insurance companies, investment consultants, asset managers and banks.
Prior to this role, Bobby spent over 3 years at First Trust Portfolios Canada as Senior Vice President and Head of Sales responsible for overall sales and distribution. Bobby also spent 10 years at Blackrock Asset Management most recently as Director & Vice President, Head of National Accounts at Blackrock Asset Management responsible for asset managers and brokerage senior executive relationships. Bobby was instrumental in the success of the iShares, Exchange Traded Funds business in Canada being responsible for sales and business development across Canada. Bobby also held sales and relationship management roles at Fidelity Investments and National Bank of Canada.
Bobby holds a Bachelor's degree in Finance from Concordia University and holds the Certified Investment Management Analyst (CIMA) designation from the Investment Management Consultant Association (IMCA).

Howard English, Director, CAF Canada
Howard English joined CAF Canada as its Director in 2015, with 25 years of experience as a recognized expert in non-profit governance, communications, donor relations and volunteer development. Howard’s work has benefited countless families.
Howard, a recipient of the Queen’s Jubilee Medal for community service, has distinguished himself as the Senior Vice President of the Centre for Israel and Jewish Affairs – the Canadian Jewish community’s largest non-profit advocacy organization, and as Vice President of Corporate Communications at UJA Federation of Greater Toronto. He played an integral role in United Jewish Appeal’s fundraising efforts by directing the marketing for 10 successive annual campaigns featuring fundraising increases.
His understanding of CRA regulations regarding charities, his insights into donor motivations for charitable giving, his commitment to strong volunteer governance structures for Canadian charities and his communications skills have helped CAF Canada to grow dramatically since its inception nearly three years ago.

Peter Figura, Director, Sales, RISE Properties Trust
Peter has over 20 years of Financial Services industry experience. His management focus is the development and implementation of comprehensive wholesaling programs with an emphasis on their alignment with company business goals. Working with executive management groups, Peter has helped in the design, implementation and approval of several financial products that were brought to the market. Peter’s investment career include roles of financial advisor with major Canadian full service investment dealers, senior manager of investment department with one of the major Ontario Credit Unions, Director of Investment Marketing with one of the independent financial advisory organizations, and VP Business Development with an independent investment services organization. Peter has an MBA from the University of Toronto, and completed many of the industry required professional courses. Peter is a regular business commentator on the news channel CP24, and a contributor to The Exempt Edge, a publication of the National Exempt Market Association.

James Fox, Managing Partner, SPR & Co LP
James Fox is Co-CEO and Managing Partner of SPR & Co. after recently participating in a Management buyout of Sprott Asset Management’s domestic Fund management business with $3 Billion in assets. The transaction closed August 1st, 2017. Previously, James was President of Sprott Asset Management having been appointed in 2009, as well as a Director of Sprott Asset Management and an active member of Sprott Inc.’s Steering Committee. James began his career at Sprott Securities Inc in 1999 and was one of Sprott Asset Management’s founding executives when the Firm spun out of Sprott Securities Inc in 2001. He was a key contributor to the growth of Sprott. Domestically, he led the development and management of the Wholesale and Institutional sales teams and was actively involved in product development, product launches and overall management decisions. In recent years, James helped create and lead the launch of Sprott Bullion Trust investment vehicles that became dually listed on NYSE Arca and TSX exchanges - raising approximately $4B in assets, and establishing an office in New York. Internationally, James represented Sprott as a panel speaker at Institutional conferences in London, Geneva, New York, Tokyo. James is an MBA graduate from the Rotman School of Management at the University of Toronto (1999) and BA in Finance and Economics at the University of Western Ontario (1996).

Deborah Frame, President & CIO, Frame Global Asset Management
Deborah Frame is the President and Chief Investment Officer of Frame Global Asset Management.
The firm was launched in 2015, providing non-discretionary investment advisory services to registered Portfolio Managers in Canada and registered Investment Advisors in the United States, using tactical asset allocation to construct globally diversified portfolios using broad market Exchange Traded Funds. The firm is wholly owned by employees.
Deborah has held executive positions over the past 30 years at several major Canadian life insurance and investment firms and has sat as a board member of both public and private companies. She was Chief Investment Officer at Empire Life prior to moving to Cougar Global Investments, a Global Tactical ETF Portfolio Strategist in 2009, where she was Vice President Investments and Chief Compliance Officer.
She holds an MBA from York University with a concentration in Finance and an undergraduate degree in Economics and Business from the University of Guelph. She is a registered Portfolio Manager - Advising Representative with the Ontario Securities Commission and a CFA Charterholder.
Deborah is the Co-Head of the Canadian Chapter of Women in ETFs. Founded in January 2014, Women in ETFs encourages and supports women in the ETF industry in the United States, Canada, Europe and Asia Pacific. The organization’s objectives are to create opportunities for professional advancement by expanding connections among women in the ETF industry, offering guidance for the current and next generation of women in ETFs and provide forums for education and idea sharing across the industry and beyond.

Kevin Harris, Director, North America, Continuum Economics
Kevin Harris is a Director on the North America team. Prior to joining RGE, Kevin was the Treasury market product manager and chief economist for North America at Informa Global Markets. Before going to Informa, he worked as a Treasury market and foreign economist at Technical Data/IFR. Kevin also served as an economics officer with the U.S. Foreign Service, serving in Latin America and Europe, and also served in the Sinai Peninsula as a peace treaty observer. He earned a BA in economics from the University of California at Santa Barbara.

Ted Hart, President & CEO, CAF America
Ted Hart, President & CEO of CAF America, brings 30+ years experience in advising global philanthropy. As an internationally recognized speaker and consultant, Mr. Hart is an expert in both domestic and global philanthropic regulations and risk management. Before coming to CAF America, Mr. Hart served as CEO of Hart Philanthropic Services, an international consultancy firm providing strategic solutions to major nonprofits and NGOs.
He coauthored six books published by Wiley, including People to People Fundraising: Social Networking and Web 2.0 for Charities and was critical in the creation of the online fundraising movement People to People Fundraising designed to give donors the chance to participate in the success of a charity beyond the online gift. Mr. Hart was founder of the International ePhilanthropy Foundation.
Mr. Hart has obtained his Chartered Advisor in Philanthropy (CAP) certification, aimed at increasing expertise in the impacts of planning for family wealth, charitable giving, and gift planning for nonprofits and is one of only 103 individuals who hold the Advanced Certified Fundraising Executive (ACFRE) designation globally.

Rubsun Ho, Chief Crowdpleaser, Crowdmatrix Inc.
Rubsun Ho is Chief Crowdpleaser at Crowdmatrix Inc., a marketplace for Canadian investors to discover and invest in alternative assets online. A portfolio company of Extreme Venture Partners, Crowdmatrix is a registered exempt market dealer in BC, Alberta, Ontario and Quebec.
Prior to Crowdmatrix, Rubsun was a co-founder of Cognition LLP, a virtual law firm that was a pioneer in the provision of technology driven, lower cost legal services. In 2016, a portion of Cognition was sold to Axiom Legal, a New York based legal services firm with over 2,000 lawyers across 15 regions globally.
Before Cognition, Rubsun was VP of Business Development at Wysdom Inc., where he helped raise US$57 million in financing for the wireless Internet startup. He started his legal career as a securities associate in the Toronto and New York offices of Stikeman Elliott.
Rubsun has a Bachelor of Commerce from McGill University and a Bachelor of Laws from the University of Toronto.

Hugh Innes, Managing Director, Logan Wealth Management
Hugh has worked in the fields of investment consulting and investment management for forty years. In the 1970’s he consulted to major pension funds while at Wood Gundy Inc. In the 1980’s he was a partner at Ruggles & Crysdale Inc., an investment management firm that pioneered the use of option strategies in institutional portfolio management in Canada in both equities and fixed income. In the 1990’s he headed up KPMG’s Investment Advisory Services Toronto office which catered to wealthy investors and family offices. Before coming to Logan Wealth Management in 2011, he was a partner at York Investment Strategies, the leading consultant in Canada to institutional funds and family offices on global hedge funds.
Hugh’s considerable experience in many facets of the investment management business makes him well suited for his roles in corporate strategy, marketing and client relations.
Hugh chaired the Aboriginal Investment Trust Conference (2008 – 2012) and is a past member of the Advisory Board for the Niagara Institutional Dialogue (2011 – 2014). He is a past member of the Board of Trustees of the Upper Canada College Foundation and the University of Trinity College, at which he chaired their respective Investment Committees. Presently, he sits on the Board of the Rekai Centres in Toronto and is Chair of the Rekai Charitable Foundation.

Thomas Jones, President, Northern Coast Financial
Thomas Jones is the President of Northern Coast Financial, a firm specializing in the manufacturing of alternative investment products for retail investors, and the manufacturer of Northern Coast Strategic Fund, a fixed income, mortgage-backed issue. An entrepreneur at heart, Tom is unafraid to rethink traditional asset management models to create structures that place the investor first. His strong track record in closing complex transactions and his solid communication skills are the foundation of his “win-win” philosophy, which promotes sustainable profit models for all stakeholders. Before founding Northern Coast in 2012, Tom spent 3 years as an Investor Relations Manager, was a senior manager at a Montreal-based technology company specialized in custom internet applications for the financial sector for nearly 8 years, and founded the predecessor to Northern Coast, a real estate development company specialized in non-subsidized affordable housing in Mexico and Florida (post-financial crisis).
Tom is also CEO of Smartchase Corp., an OTC-listed public company that leverages non-traditional channels to offer unbiased portfolio management to retail investors, and create new opportunities for alternative issuers looking to increase their retail investor base.

Alex Jurshevski, Founder, Recovery Partners
Alex is the founder of Recovery Partners and has more than 25 years of experience in investment management, M&A and advisory work. Alex was formerly a Managing Director of Bankers Trust and prior to that he was with Nomura's Investment Banking Division, a member of the European Management Committee at NIplc and Chair of the Emerging Markets Trading Committee. In the early 90's Alex was recruited to turn around the portfolio management operations for the government of New Zealand. He was a member of the Advisory Panel on Government Debt Management and the World Bank's Government Borrowers Forum. He has been involved in over USD 40 billion of financial restructurings and over USD 20 Billion of primary transactions. Mr. Jurshevski is a past board member of the Turnaround Management Association and a director of a publicly traded (TSX) high-yield bond fund. He also does pro bono work for several charities. His language skills include English, French, and German.

Geoffrey King, Founder, BridgeDXi Americas
Up to June 2017, Geoff led Cisco’s Financial Services Industry Digitization practice in Canada. His work with Executive Clients developed joint innovation partnerships that leveraged Cisco’s expertise and technologies to produce market-leading services.
Geoff is currently developing BridgeDXi Americas, a think-tank creating frameworks and cooperative ventures to fully harness the power of digital technologies to transform traditional Business models, City services, and how Citizens participate in the global economy.
Geoff draws on a broad base of international leadership experience that includes: cross-border Mergers and Acquisitions, Human Capital Development, and Technology-enabled Innovation, in large private sector organizations in Canada, the US, and emerging markets.
He has written several articles for industry publications, and is a keynote speaker and panelist at conferences in Canada and abroad.
Geoff is a member of the Corporate Advisory Board of the Canadian Association of Urban Financial Professionals, and a member of the Board of Directors at the Toronto Region Immigrant Employment Council (TRIEC).

David Kirzinger, Principal, RISE Properties Trust
Dave Kirzinger has a distinguished career in real estate acquisitions, development, asset and property management focused on mixed-use, multi-family rental and condominium projects.
Dave began his career with two large and well-respected national/international firms, Trammell Crow Residential and Intrawest, where he learned to balance market nuances and changes with the rigorous demands of publicly traded companies. He was then recruited to run the US investment group of Belkorp Industries, Balaclava Holdings.
Understanding his ability to create value quickly, AvalonBay entered the Seattle market in 1997 and brought Dave on board to lead their regional office. In the next four years, the firm acquired, developed and redeveloped 3,000 units in the Seattle area. With this success, AvalonBay expanded Dave’s responsibilities to include the asset management of an additional 5,000 homes in California.
After his tenure with AvalonBay, Dave became the operating partner with MOSAIC Homes, a leading Vancouver, BC company. Dave led the US division and began his work with two new townhome developments in Redmond, totaling 145 units. He and the firm went on to purchase 1,100 apartments in 9 properties across the Puget Sound. Six of these properties were converted to condominiums while three were held as apartments. Under Dave’s leadership, MOSAIC was the first to see a market ripe for conversions, and to also see the declining sales environment, and exit the market.

Nick Kyprianou, President & CEO, RiverRock Mortgage Investment Corporation
Nick is a seasoned executive with over 25 years of experience in the mortgage industry. Prior to founding RiverRock in 2014, Nick was the CEO at Equity Financial Trust. Before joining Equity Financial, Nick was the President and also a director at Home Trust Company for over 18 years, where he was instrumental in the company’s national expansion, mortgage growth and operations. Nick obtained his degree from McMaster University in 1986, has completed the Executive Program at the Queen’s School of Business as well as the Institute of Corporate Directors Program at the Joseph L. Rotman School of Business.

Mo Lidsky, Partner & Senior Managing Director, Prime Quadrant

Mo is a Partner and Senior Managing Director at Prime Quadrant. Prior to Prime Quadrant, Mo was the co-founder and owner of TMX Inc., a group of automobile restoration companies in Northeast Ohio, co-founder of CharityBids LLC, an online auction platform serving the non-profit sector, and founding partner of Apex Global Capital, a regional micro-finance company in the Caribbean.

Mo also spent five years as the national director and chief executive officer of Yeshiva University (Canada) and Chairman of the THJ Foundation. He continues to sit on the boards of several non-profit organizations, including CJPAC, Haifa University, Jerusalem College for Technology, Hebrew University, and CAF Canada. He also serves as an Investment Policy Advisor for Canada Gives Foundation and the Chair of the Prime Quadrant Foundation.

Mo is co-author of The Philanthropic Mind, profiling Canada’s most generous philanthropists, In Search of the Prime Quadrant: The Quest for Better Investment Decisions, and author of Partners in Preservation: How to Know Your Advisor Is Truly Protecting Your Wealth.

Mo holds multiple degrees, Magna Cum Laude, in Economics and Psychology, from Yeshiva University, and has an MBA from the University of Toronto’s Rotman School of Management.

Dennis E. MacPherson, Senior Vice President, SGGG Fund Services Inc.
Mr. Dennis MacPherson has diverse experience in investment fund operations. He began his career with TD Bank Financial Group supporting Greenline Investor Services (now TD Waterhouse Canada). Later, the TD third-party fund business was purchased by AGF Management Ltd., and Mr. MacPherson accepted the role of Director, Dealer Relations for Unisen Inc. (now owned by Citigroup).
Then, Mr. MacPherson returned to TD Bank to run the Client Transfer Services area, for all products and business lines of the Wealth Management Division. He then accepted a senior management role in Investment Fund Operations, where he was responsible for transaction processing for all TD brokerage and retail distribution channels, and all TD Mutual Funds products.
Mr. MacPherson was then recruited by Felcom Data Services Inc. as the Executive Vice President & Chief Operating Officer, responsible for all day-to-day operations, budgeting, and staffing. There, he developed and grew the business to the point where it was targeted and acquired by CIBC Mellon. After ensuring an orderly transition of all Clients, staff and business processes, Mr. MacPherson made the decision to assume his current role at SGGG Fund Services.
Mr. MacPherson has been an industry leader in process improvement change as a Member or Chair of several Committees and Working Groups, and is currently an active Member of the FundSERV Standards Steering Committee (SSC). He has also participated in several high-profile speaking engagements, including: the annual IFIC (Investment Funds Institute of Canada) Conference, CCMA (Canadian Capital Markets Association) Information Sessions on Straight-Through Processing (STP), the IFIC Dealer Operations Forum, an "expert panel" discussion on Pooled Fund hosted by PMAC (Portfolio Managers Association of Canada), an operations panel at the annual WAISC summit, and most recently hosted a regulatory roundtable for HFM.

Tony Mahabir, Chairman & CEO, Canfin Financial Group of Companies
Tony is the Chairman and CEO of Canfin Financial Group of Companies, an entity which provides professional wealth management advisory services to businesses, professionals and individuals across Canada and globally.
Outside of work, he is a Director and past Chair of the Canadian Institute of Financial Planners, Director of the U.S. Based Financial Planning Association and sits on the Board of Governors for Humber College Institute of Technology & Advanced Learning.
Over the last two decades, Tony has been invited to share his passion, knowledge and experiences across Canada and internationally on Strategy, Cultural Diversity, The Wealth Management Industry, Standards of Care and Cross- Border Financial Planning for Multinational Clients.
Tony holds a Masters of Business Administration degree, is a Certified Management Consultant, Certified Financial Planner, Registered Retirement Consultant and Chartered Investment Manager. In 2012, Tony was the recipient of the distinguished FELLOW OF FPSC which formally recognizes individuals who have helped advance Financial Planning.
He currently runs and manage his professional wealth management advisory practice from Toronto, Ontario, Canada.

F.L. (Ted) Morton, Senior Fellow, School of Public Policy, University of Calgary, Former Alberta Minister of Energy and Minister of Finance
Frederick (Ted) Morton was the Former Minister of Energy and Minister of Finance for Government of Alberta, 2010-12; Minister of Sustainable Resources Development, 2006-10 and Cabinet Minister/Treasury Board, 2006-12. He currently teaches graduate and undergraduate courses on Alberta Energy Politics at University of Calgary and School of Public Policy. Ted is a regular OpEd contributor to the National Post, Globe and Mail, and Calgary Herald on energy-related topics. He also speaks regularly on BNN and local Alberta television and radio. Ted is the Director of a junior oil and gas company--Yangarra Resources as well as a Board Member, Alberta Land Institute, University of Alberta and Board of Governors of the Council of Canadian Academies from 2013-2016. Over the past two years he has consulted with dozens of clients in Toronto, New York, Chicago, Houston and Boston on the Canadian energy sector and policy-risks posed by new governments in Ottawa, Edmonton and now Washington, D.C. Education: B.A. Colorado College (Phi Beta Kappa) and M.A. and Ph.D. (Political Economy) University of Toronto. Ted has been a Professor at the University of Calgary since 1981 and is a visiting professor at universities in the United States, France, Australia and Quebec.

Andrew Mystic, Director, Private Client, RP Investment Advisors LP
Andrew Mystic has worked in a broad range of market related roles directed at supporting and growing retail advisor businesses, having distinguished himself both in business development and portfolio strategy. This work has included tenures at RBC Dominion Securities, RBC Capital Markets and Scotia Wealth Management where he led fixed income advisory services and managed several fixed income mandates on behalf of advisors. Andrew is a CFA charterholder and holds an MBA from McMaster University. Andrew also holds a Master of History degree with concentrations in Asian and American history.

Amar Nijjar, Founder, R2 Investments
Amar is the Founder of R2. He is responsible for strategic direction, business development, operations, and sits on R2 Board of Directors and Investment Committee. Amar has funded over $10 billion and underwritten over $30 billion of real estate during his career. Up until recently Amar was an Executive Vice President at JLL (formerly Jones Lang LaSalle), where he headed the Debt Capital Markets group. Amar has an undergraduate degree in Chemical Engineering and holds an MBA from York University's Schulich School of Business. In 2014, he founded www.educate-kids.org; a charity that supports under privileged children in Developing countries. He also sits on the board of Commercial Real Estate Lenders Association (www.crela.ca).

For more information please visit www.r2-re.com.

Trish Nixon, Chief Impact Investing Officer, CoPower
Trish leads product development, fundraising and investor relations for CoPower, Canada's first clean energy investment platform. Trish has focused her career on accelerating impact investing in private markets. In her prior roles at MaRS Discovery District, she provided advisory services to investors and intermediaries, founded a social venture accelerator and led venture services for the SVX investment platform. She also spearheaded the development of the MaRS/Virgin Unite Catalyst Fund.
Trish is the 2016 Recipient of the Edward Newton Award for Social Innovation and co-recipient of the 2017 Clean50 Award for Environmental Entrepreneurship. Trish holds a Masters of International Relations from the University of St. Andrews, Scotland.

Andrey Omelchak, President, CEO & Chief Investment Officer, LionGuard Capital Management Inc.
Andrey is an experienced investment and business professional. Prior to founding LionGuard Capital Management Inc. in April 2014, Andrey worked as a Portfolio Manager, Canadian Equities, at a Montreal-based buy-side investment management company. Between October 2010 and March 2014, Andrey co-managed the Canadian Small Capitalization Equity Fund and other mandates, with combined assets under management of approximately C$1.35 billion. Prior to that, Andrey worked in the Canadian equities sell-side research department at a Canadian-based broker-dealer and in research, trading and risk management roles at a Montreal-based investment fund. Mr. Omelchak graduated with distinction from Concordia University, in Montreal, where he completed both his B.Comm. and M.Sc. degrees. He also obtained CFA, FRM and CIM designations. Andrey is a frequent guest and commentator on Business News Network, Bloomberg, Reuters, Financial Post, Les Affaires and other media companies.

Dawn Paniz, CFO & Senior Vice President, Investment Markets, Fisgard Asset Management Corporation
Dawn Paniz is a founding shareholder and director of Fisgard Capital Corporation and Fisgard Capital II Corporation. Dawn is the CFO and Senior Vice President of Fisgard Asset Management Corporation with over twenty years’ experience in the mortgage and investment industry. She also served on the BCMMA (British Columbia MIC Managers Association) board for 6 years and is a past director of NEMA. In addition to her career-long involvement in the mortgage lending and investment industry she has also held her real estate license for over 10 years and is currently licensed as mortgage broker and dealing representative.

Mark Purdy, Managing Director & CIO, Arrow Capital Management Inc
Mr. Purdy serves as Chair of the Investment Committee at Arrow Capital Management. With over 20 years of related experience, Mr. Purdy shares responsibility for fund manager selection and asset allocation process. He has served on Arrow Capital’s Investment Committee since its inception. Mr. Purdy held senior roles at BPI Financial Corporation and IBM Canada Ltd. Mr. Purdy graduated from the University of Toronto with a Bachelor of Commerce and Economics degree. Mr. Purdy is active in Varsity Blues alumni fundraising projects at the University of Toronto and is on the Board of the Ireland Park Foundation.

Jaime Purvis, Executive Vice President, National Accounts, Horizons ETFs Management (Canada)
As Executive Vice President at Horizons ETFs Management (Canada) Inc., Jaime manages the national accounts relationships for Horizons ETFs with Canadian investment dealers, as well as managing relationships with the dealer managed asset and discretionary management programs. Jaime is also responsible for the self-directed investing channel and delivering key concepts and product knowledge to senior management, operations, and investors.

Ron Quaranta, Chairman, Wall Street Blockchain Alliance
Ron possesses over 25 years of experience in the financial services and technology industries. He currently serves as Chairman of the Wall Street Blockchain Alliance, a leading non-profit trade association promoting the education and adoption of blockchain technology across financial markets. Prior to this, Ron served as CEO of DerivaTrust Technologies, a pioneering software and communications provider of secure transaction and information platforms for financial market participants. He is a sought after speaker regarding financial technology and innovation, and serves as advisor to multiple startups and corporations focused on fintech innovation and blockchain technology.

Darin R. Renton, Partner, Stikeman Elliott
Darin Renton is a partner in the Financial Products & Services and Energy – Oil & Gas Groups. His practice focuses on the formation, structuring and distribution of investment funds, including private equity, mortgage, real estate, hedge and closed-end funds and flow-through limited partnerships. Darin has significant experience in private equity transactions, mergers and acquisitions, public offerings, and private placements, including the distribution of offshore funds to institutional investors. He advises fund managers and investment dealers on securities registration, regulatory and compliance matters, and assists strategic investors with corporate governance issues and disclosure obligations for investments in public companies.

Zachary Schwartz, President, ZSC Inc.
Zach is currently President of ZSC Inc., a Toronto-based advisory firm focused on affluent families and their businesses. In Zach’s previous role at an investment and insurance shop, he built and implemented a strategic partnership program. He was also involved with manager selection and portfolio analysis across assets classes. Zach was a founding member of Visionary Inc., where he remains an advisory partner.
Zach is involved with a number of charitable causes: He chaired the Upper Canada College Young Alumni Network and now sits on the Association Council; he is Co-Chair of the Weizmann League, which supports the Weizmann Institute in Rehovot, Israel; and he is on the CAMH Young Professionals board. Zach graduated from the University of Western Ontario, where he was a member of the Dean’s Honour List.

Kim Shannon, President and Co-CIO, Sionna Investment Managers
Kim founded Sionna in 2002 and has more than 30 years of industry experience. She was previously CIO and senior vice president at Merrill Lynch Investment Managers Canada. Kim is a past president of the CFA Society Toronto and currently a member of the C.D. Howe Institute’s National Council, the CFA Institute Board of Regents (previously served as its chair) and on the board of the Brandes Institute. Kim serves as a board member with the Canadian Coalition for Good Governance, the Women’s College Hospital Investment Committee and the United Corporation (a listed closed-end fund). She was awarded Morningstar Fund Manager of the Year (2005), the RBC Canadian Woman Entrepreneur Award, the Women’s Executive Network’s Canada’s Most Powerful Women: Top 100 Award (2007), continuously listed as one of Profit Magazine’s Top 100 Female Entrepreneurs over the last several years and one recipient of the 2015 Rotman Women in Management Association Top 10 Awards (Entrepreneur Category).

David Shore, Director - Canada, OurCrowd
David is responsible for expanding OurCrowd’s presence in Canada: building the investor community, bringing new companies onto the OurCrowd platform and leveraging the investor network on behalf of our portfolio companies. David has more than 20 years of experience in analyzing, investing in and operating technology companies. As the Managing Director of Terracap Ventures, David developed the firm's overall corporate strategy, reviewed more than 400 deals and led investments in five new companies and seven follow-on rounds. Prior to joining Terracap, David was a top-ranked technology analyst for Canadian investment banks such as Mackie Research Capital, CIBC, Desjardins and First Marathon, providing insightful research into technology companies. His operational experience includes roles as CFO at several start-ups including Cavet and Beam Networks. David has served as a Board Director of both public and private companies including ESI Entertainment Systems Inc. (CNSX:ESY), Sarda Technologies and Helix Medical Systems. He is also directly involved in fostering a strong start-up community in Canada, serving on the Advisory Board of the Canadian Innovation Exchange and as an advisor for The Next 36. David received his CFA designation in 1997 and completed his MBA at the Schulich School of Business in 1994.

Harry Singh, President & CEO, Indigoblue Mortgage Investment Corporation
Harry has worked in the mortgage industry for over 20 years. Over that time, he has held several senior level roles with various financial institutions across Canada. Harry launched successful mortgage products for various brokerages as Vice President at Paradigm Quest and led a team of over twenty Business Managers across Canada at Equitable Bank as a Director.
In 2012, Harry was appointed a Director on Independent Mortgage Brokers Association’s (IMBA) board. Harry completed his final term with IMBA, presently known as Canadian Mortgage Brokers Association (CMBA Ontario), in 2017 as Treasurer. Harry was the recipient of the 2014 and 2016 President’s Award and was inducted into the associations Hall of Fame for his exemplary work on education and professional development in 2017. Harry holds a degree in Economics, a graduate degree in Business Administration and the CRM designation.

Harvey Sliwowicz, National Vice President, Business Development & Relationship Management, National Bank Correspondent Network
With 25 + years in the Investment Fund Services Industry, Harvey has held senior positions at both major Canadian chartered banks and large Canadian investment fund companies. At NBCN, Harvey is responsible for Business Development & Relationship Management covering Prime Services and NBCN’s Investment Fund segment. Known for building strong relationships with key decision makers at the C-Suite level, Harvey provides clients with a range of asset-serving solutions with a speciality in investment products. Harvey is a graduate of the University of Manitoba.

Doug Steiner, CEO & Founder, Evree Corp.
Doug Steiner is a recognized leader in the field of financial services infrastructure and the design and use of new economic and business models pertaining to capital market efficiencies.
He founded the Equity Derivatives group at RBC Capital in 1986. He designed and deployed the first fully electronic securities trading and options market-making platform in North America in 1989.
In 1992, he founded VERSUS Technologies Inc., a direct market access brokerage firm. In 1996 VERSUS licensed the rights to the E*TRADE service mark and technology for Canada. VERSUS/ E*TRADE Canada went public in 1999, and was sold to E*TRADE Group in 2000.
In 2002 Doug started the first private equity fund in Canada dedicated to innovative financial services technology. The fund reorganized into an operating company, Perimeter Financial in 2005. Perimeter developed and operated transparent securities trading and investment management infrastructure for institutional and retail clients. The firm was sold to CI Financial in April 2009.
In 2010 Doug co-founded BEworks Inc. a Toronto and Durham NC-based behavioural economics consulting firm that focuses on consumer behaviour in financial decision making. The firm serves clients in retail and wholesale Banking, Internet Software and Services, Government, Advertising, Technology, Insurance, Utilities, Loyalty Programmes, Media, Hospitality and Consumer Products. BEworks was sold to Japanese conglomerate Hakuhodo/kyu in January 2017.
In 2016, Doug co-founded Evree Corp. a B2B financial technology platform that is deploying a mobile-based financial advice platform that aids consumers to develop persistently smart habits with financial decisions. The platform generates automated best-in-class product and service fulfillment of credit, insurance, savings and investments.
Since 2004, Doug has also been a Features writer, columnist and contributor in Globe and Mail’s Report on Business Magazine. He comments on investment industry trends, financial technology, and investor psychologies.
He is a past member of the Chairman’s Advisory Board for the Ontario Securities Commission, the Deans Advisory Board for University of Toronto’s Rotman School of Management, and Thomson Reuters Customer Advisory Board. He is currently an independent Director of Canadian Payments Association.

Daniel Straus, Ph.D., Vice President, ETFs & Financial Products Research, National Bank Financial
National Bank Financial’s ETF Research & Strategy group focuses on providing both institutional and retail investors with value-add and actionable investment research relating to Exchange-traded Funds. The group regularly publishes street-leading reports on the ETF landscape in Canada and the U.S., including theme pieces, flow reports, model portfolios, trade ideas, and strategy reports. Their ETF research has been regularly featured in media outlets such as BNN, National Post, Bloomberg TV, Les Affaires, and the Globe and Mail.
Daniel Straus joined National Bank’s ETF Research group as a research associate in 2010 and was promoted to Vice President in 2017. He holds a Bachelor’s degree in Applied Science and Engineering from the University of Toronto, a Ph.D. in Engineering from Brown University in Providence, Rhode Island, and a Master of Finance degree from the Schulich School of Business.

Darryl Strawberry, Co-Founder, Darryl Strawberry Recovery Center
Darryl Strawberry is described as a legend by many who have been dazzled by the dynamics of his game, the power he possessed at the plate and the story of redemption that continues to bring hope to so many lives. He has earned the legendary nicknames and phrases of one of the most feared homerun hitters in the game of baseball, Straw’s Sweet Swing, Strawberry’s Field Forever and The Legendary Straw Man!
Today, as an ordained Minister, Darryl’s purpose and passion is serving The Lord Jesus Christ by speaking a message of hope and helping others transform their lives through the power of the gospel. “I was once very lost and tormented but now I am found and free in Christ Jesus. I want everyone to experience the saving and transforming power of Jesus Christ.” - Darryl Strawberry

Joseph Thomson, Director, President & CEO, PACE Securities Corp.
Mr. Thomson has been a Director and the President and Chief Executive Officer of PACE Securities Corp., a securities dealer registered with the Ontario Securities Commission since June 26th 2013 as an investment dealer and investment fund manager, and of each of Pace General Partner Limited and Pace Insurance Brokers Ltd.. Mr. Thomson has a broad background of business management and financing experience. He has been in the securities industry since 1997 and spent most of his career as a market maker and proprietary trader of derivative instruments. Mr. Thomson studied at Bishop’s University where he received his BA degree in Political Studies and Economics and then at the Illinois Institute of Technology where he received his MSc. degree in Financial Markets & Trading, a program focused on the valuation and management of debt and derivative products. He later received a MBA from University College Dublin, Smurfit School of Business. He has also completed the ISMA International Fixed Income & Derivatives Certificate and numerous courses from the Canadian Securities Institute and New York Institute of Finance.

Henry Tse, CEO, Ginkgo Mortgage Investment Corporation
Henry Tse obtained his MBA degree from McMaster University in 1989, and is also qualified as a Chartered Accountant, Certified Financial Planner, and Accredited Mortgage Professional. As a seasoned investment executive, Henry is always pushing to achieve higher ground and larger milestones of success in everything that he does. His tenacity and analytical prowess has seen him as director for three publicly traded companies and many senior positions in various large financial institutions. Mr. Tse co-founded Ginkgo Mortgage Investment Corporation in 2012 and tripled its employee and fund size in a few short years. Mr. Tse is a well-known figure in the investment community, appearing in television and radio as a trusted advisor on real estate and personal financial matters.

Lijoy Ulahannan, Chief Operating Officer, Managing Partner, Highyon Accredited Realty Partners (HARP) LP
Lijoy Ulahannan is the Vice President of Commercial Real Estate Division of Highyon Realty Brokerage Inc., and Owner of Golden Horseshoe Enterprises. As a Speaker and Author, Lijoy is an authority on Commercial Real Estate in Canada; he has written a number of commercial real estate texts and manuals. Lijoy has had a long tenure in Asset Management in Real Estate.
With over 15 years experience in all areas of Senior Housing and Commercial Real Estate, Lijoy has had great success in his roles as Managing Partner for Golden Horseshoe Capital and as well as in prior management roles in government, with the BC Ministry of Health and in the private sector in Retirement and Nursing Homes with Chartwell REIT, and Extendicare REIT. The greatest benefit to his investors is his database of retail tenants. Lijoy's ability to fill vacant space with regional and national tenants, has become an unbeatable advantage in the commercial real estate investment sector, to optimize investor's returns.

 
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