David Peterson has been a Middle Market and Commercial Banker for the past 24 years. He works exclusively with privately held companies ranging from $25 Million to $500 Million in revenue. David has served as the Relationship Manager serving as the primary point of contact and leads the Bank’s business development efforts in supporting these clients.

Paul Frecon is the Manager, Pensions at Suncor Energy. He focuses on asset allocation, manager selection, risk management and portfolio monitoring for the $12 B in DB and DC pension investments.

Arijan Arslani is the Director of Portfolio Management at Calamos Wealth Management. With over eight years of experience in portfolio management, he brings extensive expertise in market research, due diligence, tactical asset allocation, and client communication.

Located in Mercer's Atlanta office, Will is an investment consultant focused on working with institutional Defined Benefit and Defined Contribution Plans along with Private Wealth firms. In his role, Will assists clients with their investment strategy, portfolio construction, manager selection, and ongoing monitoring of investments. Will also serves as the Senior Strategist within Mercer’s Wealth Management Investment Committee. In this role, Will is a resource for clients and consultants when constructing portfolios and ensures that Mercer is addressing client specific needs.

Scott is the Manager of the Treasury for the City of Calgary, the third largest municipality in Canada. As Manager of the Treasury, Scott is accountable for the strategic direction and operational management of the division, while overseeing the city’s investment, banking, and payment relationships, and the execution of the municipality’s capital advisory, capital financing, bond issuance, payment modernization and investment programs. As of 2024, the investment program had over $7 billion in assets under management that are invested in both traditional and alternative investments.

Colin is a principal and portfolio manager based in Austin. He manages balanced portfolios and specific investment mandates for private clients, endowments, and foundations. Prior to becoming a portfolio manager, Colin helped lead the research efforts for the Austin office and supported the implementation of investments and strategies across client portfolios. Prior to joining Brown Advisory in 2018, Colin was an associate at Dimensional Fund Advisors. He earned his BBA at The University of Texas at Austin with a major in Finance in 2016.