Jamie is a corporate/commercial lawyer focused on private equity and pension fund investments. In his private equity fund practice, Jamie advises sponsors in structuring and negotiating their private market funds and their internal governance and economic arrangements. He also represents institutional investors on their investments in private equity funds, hedge funds and other alternative investments, both through pooled funds and separate account structures. Jamie regularly acts for clients on co-investment transactions in which institutional investors invest along alongside a sponsor’s primary fund. Jamie’s work also includes a number of secondary transactions to buy or sell LP interests in private equity funds. In his pension fund investment practice, Jamie advises Canada’s largest pension funds, including Canada Pension Plan Investment Board and Ontario Teachers’ Pension Plan, on structuring their investments and other activities around the world to comply with the restrictions in their governing legislation.

After twenty years of advising enterprising families across Canada and a successful wealth advisory career spanning three prominent Canadian financial institutions, Carolyn Cole joined KPMG to help structure and build their national Family Office Practice. With KPMG’s platform in place, she launched Cole & Associates which creates and delivers customized family office strategy and design.

Carolyn personally leads two prominent Canadian family offices, supports others on a project-by-project basis and collaborates with corporations and enterprises to help them navigate the sector. Her depth and breadth of knowledge, combined with her network of family office professionals, enables Carolyn to accurately identify what family office elements are important to her clients, eliminate unnecessary industry jargon, educate families and advisors, create actionable roadmaps and source best in class talent. Carolyn coordinates families and their advisors to develop efficiencies that are often missed when multi-disciplinary professionals are working together.

Carolyn has been directly involved in the transition and or advisement of over two and a half billion in net worth. She founded a private Family to Family Capital Connection platform which supports deal flow within her network of families. Recognizing another much-needed service, Carolyn is in the process of co-founding Family Office Administration Services (FOAS) which delivers bookkeeping and administration to family offices across Canada.

Carolyn often draws upon on her personal experience of raising her now adult sons who are the fourth generation of a family enterprise. This rare lens assists other families in avoiding unintended consequences that may result from the best of intentions. Her tangible life experience has been integral to Carolyn’s advisory approach.

Carolyn is often requested to speak on panels or present on family office topics. She contributes to publications sharing her insights into the family office setup, intergenerational wealth strategy, family continuity and other related matters.

Carolyn graduated with distinction from the University of British Columbia (UBC) with a Bachelor of Business Administration and has completed her Family Enterprise Advisors designation. She has also attained her Certified Financial Planner designation, her Personal Financial Planner designation and completed the Canadian Securities Course. Carolyn also attained a diploma in Marketing from the Northern Alberta Institute of Technology.

Carolyn lives with her husband in West Vancouver and works across Canada. They collectively have four children, three grandchildren and enjoy nearly all outdoor activities. Carolyn loves to bring people together around a meal she has prepared and believes family is everything.

Daniel S. Eisemann is the Senior Vice President of Corporate Development of Fairfield overseeing deal execution and sourcing efforts as well as supporting portfolio company senior management. Mr. Eisemann has over fifteen years of experience in principal investing, mergers & acquisitions, restructuring, and performance improvement. Prior to joining Fairfield in 2015, Mr. Eisemann served as a Senior Vice President of Asgaard Capital, a boutique investment bank. Mr. Eisemann has also previously worked at FTI Consulting and Alvarez & Marsal advising clients across industries on turnaround and restructuring. Mr. Eisemann holds a Bachelor of Science degree in Chemical Engineering from Johns Hopkins University and a Master of Business Administration from the Darden School of Business at the University of Virginia. Mr. Eisemann serves on the Board of SpeedPro Imaging and Universal Builders Supply.

Alan Greenberg is a seasoned investor, developer and manager of residential real estate, with a passion for incorporating technology and sustainability into his developments. He is actively developing rental apartment development communities, primarily in the Midwest US (thru his partnership with City Club Apartments LLC), and the Greater Toronto Area/Greater Edmonton Area (thru his 100% ownership of Streamliner Properties). Alan spent almost 30 years in progressively senior positions with the Minto Group of Companies, a second-generation Greenberg family real estate business. He finished his operational career as President and COO of MintoUrban Communities Inc., which focused on high rise condominium development and residential rentals in Toronto and Ottawa, Canada. Under his leadership, Minto became an industry leader in urban design, one of the leading green residential developers in North America and a leading residential rental property manager in Canada. Over his career at Minto, Alan was actively involved in the successful creation of thousands of rental apartments as well as high rise condos and several low rise single family home communities. Alan is the co-founder and Chairman of GreenSoil Investments, a venture capital firm that invests in companies that enable smart and efficient utilization of resources in two distinct verticals including real estate and agriculture/food technology. GreenSoil has 4 startups in its food/ag tech portfolio and 11 early growth companies in its Prop Tech portfolio. Alan also co-founded Your Music Memory, a world class, unique, iconic, rock ‘n roll memorabilia collection focusing on the art of the album cover. Alan holds a Bachelor of Commerce & Economics from the University of Toronto, has volunteered for many philanthropic and industry organizations, and is a director on the following corporate boards: BridgeGreen Capital (Canada), Goby Inc (USA), ElectrIQ Power (USA), and Inagene Diagnostics (Canada).

Elmer is currently the Chief Investment Officer of the Hyatt Family Office in Toronto (“HFO”). HFO is an investor in a variety of asset classes through fund managers and through direct investments. In this role, he is responsible for all aspects of strategic asset and risk allocation, manager selection, due diligence and investment management. Elmer has a held a variety of senior entrepreneurial investment roles in both privately held companies and large financial institutions. He was Senior Vice President of Whitecastle Investments Limited, a privately held investment company, Managing Director of Whitecap Venture Partners, Co-Founder and Managing Director of Whitecastle Private Equity Partners, Managing Director of Roynat Equity Partners and Vice President of Growth Equity, BDC Capital. Elmer has been an active investor in high growth companies since 1995. He has served on a number of private and public company boards and currently serves on the board of large companies such as the Bid Group Inc., an international engineering services and products company with more than 1,500 skilled employees serving the forestry industry and highly technical earlier stage companies such as Innerspace Inc. an early stage company selling an indoor people traffic management software platform. Elmer is also Special Advisor to RC Morris & Company a, special opportunity debt fund based out of Vancouver and an Advisor to Group RMC, a New York based real estate fund with more than 15 million square feet of office space in Midwest USA. Elmer is a CPA, CA (1989) and is a graduate of the University of Toronto (1987).

Clients look to Mark Manning to achieve the best results in their most complex commercial transactions and internal business and legal issues. He regularly leads merger and acquisition transactions on behalf of both buyers and sellers, providing him with deep insight into what drives both sides of a deal - a perspective that helps him efficiently facilitate practical solutions to issues that keep deals from getting done.

Mark Manning is a partner in Burns & Levinson’s Corporate, M&A, Venture Capital & Private Equity, and Intellectual Property Groups. He negotiates and closes growth capital financings, both debt and equity, representing businesses and capital sources. Mark helps clients commercialize their intellectual property and leverage the intellectual property of others on a global basis and in all market segments. He also assists clients with crafting appropriate ownership and usage rights for jointly developed IP.

Mark began his career in private practice representing businesses in a broad range of transactions, regulatory compliance and general corporate matters. He was subsequently manager of business and legal affairs at Scitex America Corp. (now part of Kodak), where he was responsible for the legal oversight of the company’s direct and indirect distribution channels (domestic and Latin American), licensing, equipment financing, commercial leases, product marketing, customer dispute resolution and governance matters.