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.
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.
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.
BoA Merrill Lynch
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.
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.
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.
TD Securities Inc.
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.
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.
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 including the Economic Planning Board. Her interests include team sports and traveling.
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).