Chapter Head

CAIA Member since 2007

CAIA Member since 2014

Josh Kernan is a Partner of Simple Alternatives, LLC. Founded in 2009, Simple Alternatives is an institutional alternative investment provider. Simple Alternatives’ S1 Fund (SONEX) is a long/short equity fund of fund in a mutual fund structure.

CAIA Member since 2015

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 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 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.