Board of Directors
Managing Director – Head of Canadian Equities
RBC Capital Markets
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 firms 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.
Capitalize for Kids
Jeffrey Gallant is Co-Founder of Capitalize for Kids. Jeff manages a wealth management partnership external to Capitalize for Kids alongside Kyle MacDonald. He was previously an Associate Portfolio Manager at Alignvest Capital Management, a Toronto-based alternative asset manager. Prior to joining Alignvest, Jeffrey worked as an Investment Analyst on the North American equity long short mandates at Gluskin Sheff + Associates. He has also held internship positions as an Analyst with CIBC World Markets.
To date, he has obtained the Chartered Investment Manager and Certified International Wealth Manager designations, and is currently a candidate for the Chartered Financial Analyst designation. Beyond these, Jeffrey has also obtained his options license and has completed the Canadian Insurance Course.
In 2013, Jeffrey was presented with the One to Watch Award by Queen’s University and was recognized as a Global Shaper by the World Economic Forum in 2012. He has served as a volunteer at The Hospital for Sick Children for the past three years and is a founding member of the SickKids Innovators program.
Jeffrey received an Honours Bachelor of Commerce degree from Queen’s University where he majored in finance. During his studies, he served as Chief Strategy Officer of the Queen’s University Investment Counsel, a student-run investment fund managing $500,000 of Queen’s endowment funds. He was also educated at the Stockholm School of Economics in Sweden through an international exchange and the Wharton School of the University of Pennsylvania through a leadership program.
Capitalize for Kids
Kyle Co-Founded Capitalize for Kids alongside Jeff in 2013. Kyle manages a wealth management partnership external to Capitalize for Kids alongside Jeff Gallant. 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). To date, 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.
Beyond Capitalize for Kids, Kyle is also a volunteer at the Hospital for Sick Children, and a member of the SickKids Innovators program. He was recognized as a Global Shaper by the World Economic Forum in 2013.
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.
Special Advisor to The Boston Consulting Group
Robert Mah is a Special Advisor to The Boston Consulting Group. Her was previously an Executive Vice President, Private Investments at AIMco. Mr. Mah led a team of investment professionals responsible for Private Investments, which includes 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.
Partner, Transaction Advisory Services
Ernst and Young
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.
J. R. Kingsley Ward
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.
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.
Chief Executive Officer
Bashar AL-Rehany was appointed to the Board of Directors of Euromoney Institutional Investor PLC (EII) in November of 2009 and has 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.
Prior to joining BCA, Mr. AL-Rehany was President & Chief Executive Officer of Bridge Information Systems Canada Inc. an information, news and technology group that acquired Dow Jones Markets Inc. From October of 1996, Mr. AL-Rehany was President & Chief Executive Officer at Dow Jones Markets Canada Inc. Mr. AL-Rehany spent 13 years at Reuters Holdings PLC in various sales & marketing roles until 1993 when he was made the Director of Sales and Customer Service in Canada.
He holds a degree in Mathematics & Computer Science from Teesside Polytechnic, England.
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.
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.
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.
3G Capital, Inc.
Daniel Dreyfus is a Partner at 3G Capital, Inc. since February 2013.
Mr. Dreyfus served as a Managing Director at Goldman Sachs Asset Management, L.P. until January 2013. He was responsible for investments in natural resources. Mr. Dreyfus was a Portfolio Manager Goldman Sachs Investment Partners and Goldman Sachs Principal Strategies from 2000 to 2012. He was an Analyst at DLJ Investment Banking from 1998 to 2000. Mr. Dreyfus served as an Intern at BMO Nesbitt Burns in the Equity Research Department covering the gold mining sector in 1997.
He graduated with a B.Comm. from McGill University in 1998.
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.
Managing Director and Head, Global Markets
CIBC Capital Markets
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.
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.
Mr. Francis did his Undergraduate with Honors in Business Administration and cleared with distinction in 1986 from the Ivey School of Business at the University of Western Ontario.
Managing Director, Chief Investment Officer
Scotia Wealth Management
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.
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.
Ted J. Goldthorpe
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.
Wesley J. Hall
Chief Executive Officer
Kingsdale Shareholder Services
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.
Managing Director and Head of Global Strategic Relationships
Ontario Teachers’ Pension Plan
Jonathan Hausman is the Managing Director and Head of Global Strategic Relationships 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.
Managing Partner, MBR Advisory
Art Mannarn is currently the Managing Partner of MBR Advisory.
In his previous role as an Executive Vice-President at CIBC, Art Mannarn was responsible for ensuring that CIBC’s retail banking processes were effective, efficient and client focused and for the successful execution of strategic initiatives. Since joining CIBC in 1989, Mr. Mannarn held progressively more senior executive roles in both operations and sales.
Prior to leading Business Support & Strategic Initiatives, Mr. Mannarn was Executive Vice-President, CIBC Global Operations and INTRIA, and Senior Vice- President, CIBC Corporate Services. He has also held the positions of Deputy Head of CIBC Wood Gundy and President and Chief Operating Officer of CIBC Investor Services Inc.
He is past President of Ronald McDonald House Toronto, has led a team of 26 climbers up the slopes of Mount Kilimanjaro on the inaugural CIBC Wood Gundy Climb for the Cure and has been instrumental in the launch of the Minor Hockey Fights Cancer charitable initiative. Mr. Mannarn is a proud coach of minor hockey in Toronto.
Mr. Mannarn has over 25 years of experience in the financial services industry, which he pursued after graduating from the University of Toronto, with a Bachelor of Arts, Major in Commerce and Economics.
Head of Corporate and Investment Banking
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.
Chief Investment Officer
OMERS Public Markets
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.
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.
Partner and Managing Director
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.
Chair of the Board, RBC; Chair, SickKids Foundation
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.
Scott joined CPPIB in 2005 and is presently a Managing Director within the External Portfolio Management Team. In this capacity, Scott oversees CPPIB’s hedge fund investment process. Scott also serves as a member of CPPIB’s Investment Partnerships Committee, in addition to serving as a member of CPPIB’s Credit Investment Committee. Prior to joining the External Portfolio Management Team, Scott was a senior member of CPPIB’s Private Investments Team, where he focused on private equity fund investments and private equity secondaries. Prior to joining CPPIB, 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.
Hon. Michael Wilson
Barclays Capital Canada Inc.
Michael Wilson is the Chairman of Barclays Capital Canada Inc. Based in Toronto, Mr. Wilson joined the firm on June 14, 2010 and is currently 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.
Forstar Family Office
Chief Investment Officer
Breakwater Investments Inc.
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.
Nick Bates joined Morgan Stanley in 2010 and is a Vice President 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 has been a Big Brother since 2014 and serves as a mentor to MBA students as part of the DeGroote Mentor Program.
Nick is a summa cum laude graduate from McMaster University with an Honours Bachelor of Commerce degree.
Managing Director and Global Head, Financial Solutions
CIBC Capital Markets
TD Securities Inc.
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.
Assistant Vice President
Pandion Investments Ltd
Executive Vice President
Canada Overseas Investments Limited
Kevin Doyle is the Executive Vice President of Canada Overseas Investments Limited, a single-family office based in Toronto. He was previously responsible for Corporate Strategy at the TMX Group for ten years, having worked as a consultant with McKinsey & Company for the three years prior. Before that, Mr. Doyle spent eight years working for the Electronic Data Systems in business development in Asia, based out of Tokyo and then later Hong Kong.
Mr. Doyle also serves on the boards of Central Wire Industries, the AGO Foundation, the CAMH Foundation, the Social Venture Connection, and reBOOT Canada. He obtained the ICD.D designation from the Institute of Corporate Directors.
Mr. Doyle holds a Bachelor of Commerce in Finance from the Sauder School of Business at UBC, and a Master of Business Administration in Strategic Management from the Wharton School at the University of Pennsylvania.
Mr. Doyle is an avid tennis player, skier and scuba diver. He lives in Toronto with his wife Michelle and their three children.
Paul Edwards is currently a Director of Onex Partners in their large cap private equity businesses and has spent four years at the firm. Prior to joining Onex, Paul worked in the Investment Banking division of UBS in Toronto for two years.
Paul holds a Bachelor of Commerce degree (Honours, First Class) from the Queen’s School of Business and has completed the first two levels of the CFA program.
Chris Evans is an Executive Director in the Prime Brokerage division at JPMorgan where he works on the Capital Introduction team. In his current role, Chris advises hedge fund clients on marketing and fundraising; and he covers institutional investors across Canada ranging from large pensions to family offices. In the US, he also covers bank platform and RIA platform investors. Chris’ strategy specialties include equity market neutral and quant equity. Before taking on his current coverage role at JPMorgan, he built out the research offering for the Prime business in which capacity he authored hedge fund industry research, which he also road-showed to hedge fund clients and institutional investors in the US, EMEA and APAC. His pieces have been cited by the Wall Street Journal, eFinancial News, and Dow Jones Newswire.
Prior to JPMorgan, Chris was a Vice President in the Private Funds Advisory Group at Lazard, where he advised private equity sponsors on fundraising. Before Lazard, he served as a Senior Policy Advisor at the US Department of the Treasury in Washington on the Financial Institutions team in which capacity he worked on the design and launch of a multi-billion dollar TARP-like bank fund. Before joining the Treasury Department, he practiced corporate law in New York where he lives with his wife and two children. He graduated magna cum laude from the Duke University School of Law School and summa cum laude from Bowdoin College.
Vice President & Portfolio Manager
1832 Asset Management L.P.
Jason Gibbs joined Dynamic in 2000. He became an analyst in 2002 and portfolio manager in 2007.
He is a key member of the award-winning Equity Income team and focuses on investing in best-in-class businesses with strong balance sheets and sustainable cash flows among dividend paying equities and infrastructure companies on a global basis. In the infrastructure space, he has expertise investing in both companies that own infrastructure assets directly as well as those involved in the building or
maintenance of these types of assets.
Jason has 21 years of industry experience and, prior to joining the portfolio management team, he was a manager of fund valuation services at Dynamic for two years, a senior manager of fund valuation at Canada Trust and an auditor with Deloitte & Touche.
Jason received his Bachelor of Accounting from Brock University. He also holds the Chartered Accountant and Chartered Financial Analyst designations.
Senior Vice-President, Chief Operating Officer & Research Director
Harbour Advisors, CI Investments
Neuberger Berman Canada
Glen Union Capital
Simon Kwan is President of Glen Union Capital Inc., which he founded in 2015. Glen Union is a value-oriented investment manager based in Toronto, Ontario. Glen Union’s capital allocation process is driven by three core principles – invest with a long-term orientation, think like owners and demand a large margin of safety. Glen Union is a steward of capital on behalf of long-term, likeminded partners.
Simon graduated from the University of Waterloo where he earned a Bachelor of Accounting & Financial Management (Honours).
Senior Principal, Alternative Investments
Ontario Teachers’ Pension Plan Board
Christophe L’Ahelec is a Senior Principal in the Capital Markets department, at Ontario Teachers’ Pension Plan Board where he is responsible for the portfolio construction and risk management of the external manager portfolio. He is also researching generic hedge fund strategies and alternative risk premia and has conducted selection, investment due diligence and monitoring of systematic managers (equity and managed futures). On top of these responsibilities, Christophe is also in charge of the risk reporting for the Capital Markets department.
Prior to that he 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 the Alpstar Equity Quantitative Strategies Fund, a European systematic market neutral fund. Christophe started his career in the Fixed Income trading room of BNP Paribas in Hong Kong where he was responsible for the support and development of front office applications. 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.
Executive Vice President
HGC Investment Management
In the role of Executive Vice President, Brett manages the business aspects of HGC including internal finance and service providers such as fund administration, legal and audit. Brett brings 20 years of investing experience in Canadian Hedge Funds and 7 years of experience in Operations, Sales and Marketing.
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.
Director, Capital Markets Group
Drew is a Director in the Capital Markets Group (CMG) at OPTrust, a jointly-sponsored, defined benefit pension plan, focusing on FX and Fundamental Macro Strategies. Previously, he worked on cross-asset strategy development and external partnerships. In 2015, was part of a small team that conducted a year-long review of internal investment strategy, structure and operations and subsequently developed and implemented a new investment framework for the pension plan. He joined OPTrust in 2008, spending 6 years as a Portfolio Manager in the Private Markets Group, contributing to Private Equity and Infrastructure investment strategy development, transaction diligence and portfolio construction. Before joining OPTrust, Drew was with London-based BMI Research, where he held various roles within the Global and Asian investment strategy teams. Drew earned a BA (Hons) from Queen’s University and an MSc from the University of Edinburgh.
Prime Brokerage Sales and Capital Introductions
Ziana Moledina is currently working at Morgan Stanley in Prime Brokerage where she is responsible for the Capital Introduction efforts for Canada. She is located in Toronto and was previously in public accounting at Deloitte. Ziana holds a Bachelor of Commerce degree from Queen’s University, where she also completed a semester in Paris at ESSEC Business School. Ziana is an active community development volunteer and has worked closely with organizations related to the Aga Khan Development Network. Ziana is also Co-Chair of the 100 Women in Finance NextGen board in Toronto. Her interests include team sports and traveling.
Burgundy Asset Management
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.
Northleaf Capital Partners
Todd is a Vice President 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.
Head of Investor Products
Leopold Peavy is a member of Preqin’s ‘Commercial Team’ since 2014, focusing on the development and distribution of investor-specific products, research reports, and marketing content across all alternative asset classes. His role also includes constant interaction and collaboration with sales, research, marketing, communications, and engineering teams in order to ensure LP/investor client needs are being met, and that product developments and branding initiatives necessary to retain and grow Preqin’s investor client-base are successfully executed. Leopold also represents Preqin at alternative investment industry events and conferences as a speaker, panelist, or moderator on topics related to limited partners and investing, alternative investment trends, fundraising, co-investments and more. Leopold is a CAIA chartherholder.
Director, External Fund Management
Manager of Business Development and Investor Relations
Jonathan Planté is Manager of Business Development and Investor Relations at Innocap, which he joined in 2013. In addition, he currently lecturers at HEC Montréal, where he teaches hedge funds to graduate students. During his 10 years in the alternative investment industry, M. Planté held various positions in both Europe and North America. His qualifications include a graduate degree in Finance from HEC Montréal, a master degree in international business development from ESC Saint Etienne as well as the CAIA designation.
Director and Portfolio Manager
OMERS Capital Markets
Helen is a Director and portfolio manager within the Global Equities team at OMERS Capital Markets. The Global Equities group oversees about $12 billion of assets on behalf of OMERS members. Prior to joining OMERS in 2011, Helen worked as an investment analyst in New York at Citigroup Asset Management and most recently at Coburn Ventures, a technology-focused hedge fund and consulting firm. She began her career as an equity research associate at CIBC World Markets in Toronto. Helen holds a Hon. B.Sc. from McMaster University, an MBA from Schulich School of Business, and is a CFA charterholder.
Fortress Investment Group
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.
Head, Sales & Marketing
Polar Asset Management Partners
Kurankye joined Polar Asset Management Partners in 2010, and is a member of the firm’s management committee. He leads the team responsible for the global product distribution for both institutional and advisory partners. Prior to joining Polar, Kurankye was President of Soho Financial Services Inc.
Believing in the social return on investment that comes from the value of mentoring, Kurankye is an active member of Big Brothers Big Sisters of Toronto, and has served on the Big Night Out Committee since March 2014.
Kurankye earned his CFA designation in 2000. He graduated from York University in 1994 with a B.A. (Hons.) in Economics.
Senior Wealth Consultant, Investment Counsellor
Cidel Asset Management Inc.
Charlie is responsible for high net worth client relationships, with a particular focus on Cidel’s multi-asset class consultancy practice. Cidel is a Toronto-based global private bank and asset manager. Charlie began his career in the institutional equities group of a major global bank in New York City. He then spent five years in business development with innovative startups in both the United States and Canada before joining the private banking group of a European bank in Toronto. Charlie is a graduate of Miami University of Ohio, where he was a member of the varsity hockey team. Charlie, his wife and two children reside in Toronto.
Vice President, Regional Manager
Wendy Thomas is Vice President, Regional Manager of FactSet’s Canadian office in Toronto. Ms. Thomas is responsible for leading the Canadian sales division and focuses on business development and account management across the country. Prior to joining FactSet in 2015, she worked at Thomson Reuters where she managed several of their strategic Canadian institutional relationships. She started her career at Bloomberg where she spent 11 years managing and developing key accounts for the North East and Canadian business. Ms. Thomas was born in South Africa and earned a bachelor’s degree from Duke University. She is an avid advocate for children’s brain and mental health disorders, and is determined to raise awareness of this cause globally.
GLC Asset Management Group Ltd.
As Vice-President for GLC Asset Management Group Ltd. within the Laketon Investment Management division, Anthony is the lead portfolio manager for the firm’s Canadian value mandate. With more than 13 years of investment experience, Anthony has developed disciplined value-based investing expertise. Prior to joining the Laketon team in 2015, Anthony worked for a Toronto-based investment counselor where he performed deep fundamental analysis while actively managing equity portfolios. Anthony holds a Bachelor of Arts degree from York University. Anthony is CFA Charterholder and a member of CFA Society Toronto’s Awards & University Relations Committee.
Former Managing Director
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.
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.
Former Global Head of Vertical Strategy
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.