CAIA Member since 2010

Marco Calleja, CA, CAIA has been a CAIA member since 2010 and played an active role in the foundation of CAIA Cayman Islands.

CAIA Member since 2009

CAIA Member since 2012

Daniel (Danny) Santiago is a Director at Harmonic Fund Services, one of the largest independent fund administrators, delivering a range of services and technology to hedge funds, fund of funds, private equity funds, private banks, pension funds and family offices. Daniel has been with Harmonic since the firm’s inception (2003), and serves as the Head of Business Development in addition to managing multiple engagement teams that provide fund administration, outsourced operations and technology to institutional asset managers.

CAIA Member since 2014

Sean has been a CAIA member since 2014. He is the CFO at Nunavut Trust, a closed endowment based in Ottawa. Sean focuses on overall asset allocation, manager selection, risk management, and portfolio monitoring. Sean is actively involved in the CFA Society of Ottawa and he currently sits on the investment committee for the University of Ottawa Telfer Capital Fund, and the Friends of the Ottawa Public Library. Sean holds a BComm from the University of Ottawa, is a CAIA Charterholder, a CFA Charterholder, and also a Chartered Accountant.

CAIA Member since 2012

Chris is an Associate at Hanover Private Client Corporation, a multi-family office in Toronto. Chris' specialization is in early stage venture investment. Chris has been an active member in the Toronto start-up technology industry. He was the Group Manager of the Ryerson Angel Network at Ryerson University, and in 2011 Co-Founded the not-for-profit organization Multiplicity, which supports education and thought provoking conversations around technology and entrepreneurship.

CAIA Member since 2014

CAIA Member since 2011

Ivy is a Consultant & Coach. She provides financial services companies with strategic advices and helps wealth management organizations build and transform their business. She also supports them in product knowledge training. As a coach, she works with advisors who are looking to improve their practice and investment process and demonstrate their value to clients.