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 Vice President
Caroline Bell Ritchie is the Managing Director of Global Private Banking Relationship Management and International Trust at Scotiabank. Caroline previously held a position at Morgan Stanley where she worked in equity derivatives sales and ran the prime brokerage sales and capital introduction efforts for Canada. Prior to that Caroline worked in the institutional equities group at Goldman Sachs.
Caroline grew up in Montreal and Boston and graduated from Princeton University with a BA in Political Science and French Language and Literature. Caroline has an MBA from Columbia Business School.
Caroline lives in Toronto with her husband and three young daughters. Caroline is active in her community and is currently the President of Project Sunshine Canada, an organization that provides educational, recreational and social programs to children and families with medical challenges. Caroline is a board member of 100 Women in Hedge Funds Canada advising on educational, philanthropic and networking initiatives. Caroline speaks on an annual career panel for the Munk School of Global Affairs and is part of the leadership circle for the MMF Program at the University of Toronto.
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.
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
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.
CIBC World Markets
Guillaume Lagourgue is Executive Director in the Equity Derivatives and the Wealth Solutions Group at CIBC World Markets, covering family offices, foundations, endowments and third party private banks. Prior to joining CIBC, Mr. Lagourgue was Executive Director and Head of Entrepreneur Advisory Solutions Group at UBS Bank Canada. There, he provided M&A advisory, capital raising and capital market solutions to companies whose founders /owners were wealth management clients of UBS. Before that, he was Vice President at a Special Situation Investment Fund focused on companies and distressed investments in the commodities and natural resources sector. Until 2009, Mr. Lagourgue spent seven years with JPMorgan in New York and Geneva in private banking and investment banking covering hedge funds and financial institutions.
Guillaume is very involved and passionate about the entrepreneur and charitable communities in Canada. He currently sits on the board of Everyday Child, a foundation that promotes education in impoverished communities around the world through the construction of learning centers. Recently, he sat on the board of directors of TAAFI, the largest animation festival in Toronto. Guillaume also mentors several entrepreneurs and early stage companies across Canada. He holds a Law degree from the University of Wales, Cardiff and a BA in Environment and Resource Management from the University of Toronto. Guillaume has also worked and lived in 9 different countries across North America, Europe and the Middle East.
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.
Daniel is an Associate at Torys LLP in the Corporate and Capital Markets group. He has advised various clients with respect to public and private mergers and acquisitions, initial public offerings and other securities offerings and general corporate and governance matters. Daniel works with a variety of start-ups and played an integral role in structuring and launching Capitalize for Kids. He holds a JD/MBA degree from Queen’s University and recently co-founded a natural product company with its first product currently sold in over 150 stores across Canada.
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.
Vice President, Private Capital
Connor, Clark & Lunn Financial Group
Marc-Andre Nantais is a Vice-President in the Equities Division at Bank of America Merrill Lynch where he works on the Global Equity Sales for Canadian based clients. In his current role, Marc-Andre is in charge of covering active portfolio managers ranging from large pensions, insurance companies, independent asset managers, mutual funds and hedge funds. Prior to Bank of America Merrill Lynch, Marc-Andre was an Associate in the Equity Division at Goldman Sachs, where he covered Canadian based institutional clients with Global Research. He graduated from HEC Montreal with a major in Finance and is a CFA Charterholder. He’s a board member of the Young Canadians in Finance organization, avid art and wine collector.
Marija Ojdrovic has watched Capitalize for Kids grow from its infancy phases, when she worked as a Prime Brokerage Sales and Capital Introductions analyst in Morgan Stanley’s Toronto office. She has since moved through London and New York with the firm and works as a global Capital Introductions liaison, connecting hedge fund managers in Europe and the Americas with allocators around the world. She has also held internship positions across Sales and Trading desks at TD Securities.
Marija received an Honours Bachelor of Science degree in Mathematics and Economics from the University of Toronto, and spent a semester studying math and finance at the Sorbonne University in Paris. Outside of the classroom, she played singles and doubles on the U of T Varsity Blues Tennis Team.
Currently based in New York, Marija volunteers as a mentor at iMentor, helping a first-generation high school student from a low-income New York school work toward a successful college education. She spends any free time traveling and doing photography.
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.
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.