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. 

CAIA Member since 2005

As Managing Director of Global Operations, Ruth oversees finance, legal, human resources and IT for the Association. Leading initiatives in these areas, she works to mitigate risk across the organization and ensure legal compliance on federal and state matters in the United States as well as abroad. Ruth is the liaison with CAIA’s overseas offices and works closely with the Association leadership to develop and implement international strategic priorities to support long-term plans for growth. She also works closely with the CAIA’s Board of Directors and the CAIA Foundation.

Greg Kaufmann has over 15 years of sales, marketing, and investor relations experience within the investment management industry. This includes two global investment banks and four different alternative investment managers. He currently works for Gridline, a technology platform that provides better access to best-in-class Venture, Private Credit, Private Equity, and Real Asset funds. This is done in a technology-enabled, efficient, and much lower-cost manner - and at lower investment minimums.