Business Advisory Council (BAC)

The Business Advisory Council was established in 1980 with a mandate to strengthen business and management education at the University of Alberta by offering leadership and advice to the Alberta School of Business and its executive team. The council serves as a vital communications link between the school, the university and the business community. Through the council's efforts, we gain a better understanding of business in Alberta, Canada and the world.

Eric Axford
Robert Borrelli - Office Managing Partner, KPMG LLP Canada

Robert Borrelli

Office Managing Partner

KPMG LLP Canada
Edmonton, Alberta


As the Office Managing Partner for KPMG's office in Edmonton, Robert Borrelli leads a team of professionals in delivering audit, tax and advisory services to clients in a variety of industries. With more than 25 years of experience, he is responsible for the overall growth of the Edmonton office and for positioning the office as a leader in the market. He is known for providing insight and guidance to his clients at each stage of their business to help ensure risks are lowered, operations are strengthened, and value is created.

As an alumnus, Mr. Borrelli is passionate about the University of Alberta. He is committed to promoting an environment of continuous learning, collaboration, and innovation that benefits the greater community. Active in the community, he has developed partnerships with a number of local and national not-for-profit organizations. He is also involved with the Edmonton Chapter of Financial Executives International, sits on the Board of Directors for KPMG in Canada, and is a member of the University of Alberta's Board of Governors Finance and Property Committee. As part of KPMG's relationship with Free the Children, Mr. Borrelli has travelled to India where he and his family helped build a school, through the Adopt-a-Village Program.

Mr. Borrelli completed a Bachelor of Commerce degree at the University of Alberta and has designations as a Chartered Accountant, Chartered Financial Analyst, and Chartered Business Valuator, as well as a designation from the Institute of Corporate Directors.

Blair Cameron

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Terry Freeman - Head of Investments, ATB Capital

Terry Freeman

Head of Investments

ATB Capital
Edmonton, Alberta


Terry Freeman is currently the Head of Investments at ATB Capital.

In the past, he served as Managing Director of Northern Plains Capital, a niche private equity firm specializing in growth-oriented oil field services and energy industrial investments. Founded in 2005, Northern Plains has $140 million under management in three funds and has made 17 investments in various companies. As a Managing Director, Mr. Freeman was responsible for sourcing investments and investors, driving strategy, value creation and eventual exits for investments and corporate governance at a Board of Directors level.

Mr. Freeman also spent a decade as CFO of Flint Energy Services, where he managed the financial and administrative operations of the company including investor and banking relations, risk management, mergers and acquisitions and various other executive responsibilities including acting as Corporate Secretary.

In addition to these roles, he has held multiple volunteer positions with the ICAA CFO Leadership Program, the University of Alberta, and various community and charitable organizations. He has also served on the Board of Directors of numerous public- and privately-held companies.

In his spare time, Mr. Freeman enjoys running marathons and spending time with his wife of 24 years, Kate, and their two children - Michael age 22 and Emma age 20.

Jordan Hokanson - President and CEO, Hokanson Capital

Jordan Hokanson

President and Chief Executive Officer

Hokanson Capital
Edmonton, Alberta


Jordan Hokanson is the President and Chief Executive Officer of Hokanson Capital. He joined Hokanson Capital in 2002 and was appointed CEO in June 2009.

Today, Mr. Hokanson oversees the strategic direction of the Edmonton-based, multifaceted, real estate and investment company with a keen eye for unrecognized opportunities locally and abroad. He has the unique ambition and ability to learn an industry in short order.

Mr. Hokanson believes integrity is the foundation for good business. His relationship-focused strategy comes from recognizing that, through the sharing of information and the ability to look for win-win opportunities, Hokanson Capital along with its stakeholders and partners can be successful.

Hokanson Capital is a lean operation with Mr. Hokanson's involvement in all elements of the business - directing the strategy, operations, and execution - you might even catch him driving a combine at harvest. Key accomplishments of Hokanson Capital, under the guidance and leadership of Mr. Hokanson, are worth noting.

  • Industry Leading Agriculture Investor: As one of Canada's thought-leaders on farmland investing, he has built a portfolio of best-in-class farmland in Western Canada which outperforms the FCC Farmland Index. In 2012, Hokanson Capital was the largest holder of farmland in Canada with 135,000 acres. As part of its agriculture portfolio, Hokanson Capital operates two large-scale farming operations totalling 30,000 acres.
  • Commercial Property Repositioning: Hokanson Capital is the owner of the 9Triple8 Jasper office building in downtown Edmonton. Upon the exit of their previous single-tenant, he was the vision driver to transition the 9Triple8 into a LEED Gold Certified, smartly-renovated building leased to a selection of Edmonton's prime businesses.
  • Hotel and Resort: As the new owner of Coast Canmore Hotel, Hokanson Capital has introduced a change at the hotel including infrastructure improvements, design, operational change, and the introduction of Table Food + Drink Restaurant.
  • Multi-Dwelling Unit Investments: With an eye for opportunity, he, along with our residential development partner, has guided Hokanson Capital into select US markets where underutilized rental assets have the opportunity for repositioning to meet the in-market demand and create an anticipated ROI.

Mr. Hokanson currently serves as the Chair of the Board of Trustees for the TELUS World of Sciences in Edmonton and as the Vice-Chair of the Alberta Cancer Foundation and is on the Alberta School of Business Advisory Council. He is an active member of YPO and enjoys his Chef experiences as a member of the Edmonton Gentlemen's Dinner Club.

He received a Bachelor of Arts in Political Science (1998) from Western Ontario University, his Petroleum Engineering Technology Diploma (2000) from NAIT, and his MBA (2006) from the University of Alberta.

By combining his education, business values, and experience in finance and business development, Jordan is able to help employees, partners, and Hokanson Capital succeed.

Jordan and his wife Tracie live in Edmonton and are the proud parents of their three lovely daughters.

Paul Ingram - President, Silverberg Group

Paul Ingram

President

Silverberg Group
Edmonton, Alberta


Paul Ingram became the proud President of the Silverberg Group in 2013. As Alberta's largest privately-owned Employee Benefits Advisor, the team at Silberberg Group is dedicated to advising Western Canadian companies on designing and maximizing their group benefits and retirement plans allowing their employees to take care of themselves and their families.

In 1988, after completing his Bachelor of Commerce degree at the University of Alberta, Paul went on to obtain his Chartered Accountant designation in 1990. He has a proven record of combining business expertise with solid leadership, planning, marketing, and operational skills, all of which have been consistently developed over his diverse business career.

Paul is currently serving on the Boards of the Edmonton Economic Development Corporation (EEDC), and the Entrepreneurs Organization (EO) as well as the Royal Alexandra Hospital Foundation's (RAHF) Audit and Finance committee.

Born and raised in Alberta, Paul is an avid sports enthusiast. He and his wife of 21 years, Christina, have three children - Isabel age 18, Bennett age 16, and Abby age 12 - and he remains committed to four Fs: Family, Friendship, Fitness, and Future.

Richard Jenkins - Chairman and Managing Director, Black Creek Investment Management

Richard Jenkins

Chairman and Managing Director

Black Creek Investment Management
Toronto, Ontario


Richard Jenkins joined Black Creek Investment Management in July 2008 as Chairman and Managing Director. Black Creek is one of Canada's fastest-growing Global Investment Management specialists with over $3.4 Billion in assets under management. Since inception, Black Creek was awarded three Lipper Fund Awards for superior risk-adjusted returns in the Global, International and Global Balanced categories.

Richard has 23 years of investment management experience as an Investment Analyst and Portfolio Manager of International Equities. Richard spent over 14 years with Invesco/Trimark Investment Management as a Global Partner. Richard was the lead manager of the top-performing Trimark Europlus fund from inception, and the Trimark Global Balanced Fund from inception. These two funds were awarded Fund of the Year status on five different occasions.

In addition, Richard was a lead manager of the Trimark Select Growth Fund and worked on the award-winning Trimark Fund. In total, Richard was responsible for the launch, growth, and management of funds totalling over 10 Billion dollars in assets. Richard also has experience managing equity and real estate portfolios with Toronto Dominion Investment Management and with AMHC, a division of the Alberta Heritage Savings and Trust fund.

Richard is married with two children. Richard has a Bachelor of Commerce degree with distinction from the University of Alberta, an MBA in International Business from INSEAD (European Institute of Business Administration), and has completed post-graduate programs in Behavioural Finance at Harvard University.

Bindi Karia - Founder and CEO, Bindi Ventures Ltd.

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Founder & CEO

Bindi Ventures Ltd.
London, England


As a person incredibly passionate about all things startup in Europe and connecting the dots between Investors, Founders, Corporates and Government, as a result, Bindi has worked in and around technology startups for most of her career: as a Consultant (PwC Consulting), as a Corporate (Microsoft BizSpark /Ventures), as a Startup employee (Trayport), as an Advisor (Startup Europe, TechStars Startup Weekend, Tech London Advocates, European Innovation Council, WEF), as a Connector (GQ UK, the IoD and Evening Standard have all recognized this) and as their Banker (Silicon Valley Bank). She is deeply inspired by entrepreneurship and is the founder of a Boutique Advisory Firm, Bindi Ventures - focused on advising and connecting across four core Innovation pillars (Corporate, Startup, VC Managing Partners, Government) for commercial success.

Bindi currently sits on the Advisory Boards of seven startups, one Venture Debt fund, and is a Venture Partner at a London VC. She also sits on Corporate Digital Advisory Boards, the Advisory Boards of European Innovation Council, Startup Europe, Tech London Advocates, Ambassador for Innovate Finance, Governor at the University of East London, and was recently appointed by World Economic Forum to their Digital Leaders of Europe Group. She strongly believes in promoting Women in Tech, and as such, seven of her Advisory Board roles are for women-founded businesses.

She joined Silicon Valley Bank where she launched SVB's early stage banking efforts in Europe, as well as driving the Bank's relationships with Corporate & Emerging VCs. Her passion for entrepreneurship was cemented as Venture Capital/Emerging Business lead at Microsoft UK. For five years, she led BizSpark in the UK (now Microsoft Ventures). She focused on how Microsoft could drive success for early-stage technology companies and partnered extensively with the UK Investor Community.

Bindi was born in the UK, raised in Canada, but now calls London home.

Katie Lafreniere

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Katie Lafreniere

Professor, Department of Marketing, Business Economics & Law
Alberta School of Business

Dr. Lafreniere earned her BMgt (General Management, 2009) and MSc (Marketing, 2011) from the University of Lethbridge and her PhD (Marketing and Research Methods, 2019) from the University of Alberta. She joined the Alberta School of Business as Assistant Professor in 2022. Katie has also held a faculty appointment at the Dhillon School of Business, University of Lethbridge.

Katie’s research interests focus on the impact of taboos and language on consumer behaviour. She has published in leading scholarly journals in marketing and her research has been featured in top trade journals, including Harvard Business Review and the Wall Street Journal. Katie’s research has been recognized with awards from the American Marketing Association and the International Association of Language and Social Psychology.

Michael Lang - Chairman, StoneBridge Merchant Capital

Michael Lang

Chairman

StoneBridge Merchant Capital
Calgary, Alberta


Michael Lang has been involved in the development and financing of businesses throughout his career. He has been the Chairman of StoneBridge Merchant Capital Corp for over ten years. StoneBridge is involved in making equity investments in private companies, purchasing private companies, and assisting in the restructuring of private companies. Prior to this period, Mr. Lang was the Vice-Chairman and CFO of Beau Canada Exploration Ltd., a company he co-founded in 1988 and sold in 1999 as a TSE 300 company with approximately 17,000 barrels per day of production.

Mr. Lang is currently the Chairman of Ag Junction, a TSE public company. He has been a director and an investor in over a dozen private companies including Creative Door Services Ltd. and Brews Supply Ltd.

Prior to StoneBridge and Beau Canada, Mr. Lang was a corporate banker. He completed his MBA (1981) and BSC (1979) degrees at the University of Alberta.

He is currently the Chairman of CUPS, a Calgary-based charitable group, and an Honourary Lieutenant Colonel in the King's Own Calgary Regiment (KOCR). He has been President of a number of groups including the Calgary Winter Club.

Landon Leclair

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Landon Leclair

CEO, Kingston Ross Pasnak LLP

Landon Leclair is the Chief Executive Officer of Kingston Ross Pasnak LLP.  As CEO, Landon is responsible for KRP’s overall strategic direction and growth. Landon leads a team of diverse, inspiring team members who all have one thing in common—a commitment to delivering customized solutions and services for our clients.

As an innovative leader who builds on the firm’s entrepreneurial foundation, Landon brings a wealth of experience and expertise to the CEO role. A Chartered Accountant with nearly two decades of experience, Landon embodies a set of core values that are a perfect fit for KRP: integrity, work ethic, continuous improvement, responsible stewardship and a strong focus on clients.

Since becoming CEO in 2018, he has seen KRP grow in size and scope while remaining independent with a deep sense of community and local connection.


Education

  • CICA, Chartered Accountant (CA) Designation — 2002
  • Bachelor of Commerce Degree, Major in Accounting, University of Alberta — 2000
  • Bachelor of Arts Degree, Major in Political Science, University of Alberta — 1995

Experience

Prior to rejoining KRP as our CEO, Landon served as Vice President and CFO of LTCO Inc. from 2003 to 2017.

 Professional & Community Activities

  • Member, U of A Business Advisory Council – 2022 to present
  • Board of Directors, PGD Educational Foundation — 2008 to present
  • Past Minor Hockey Coach, Sherwood Park Minor Hockey
  • Past Member of the ICAA Young Industry Committee
  • Various private corporate boards

Landon Leclair, Boom, BA, CPA, CA

lleclair@krpgroup.com

780-702-4249

Marcela Mandeville

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Marcela Mandeville

CEO, Alberta Women Entrepreneurs (AWE)

Marcela has explored the world of business through a globally focused business undergraduate degree, designation as a Certified International Trade Professional and more than twenty years of global experience developing and implementing business strategies. A career highlight has been taking on leadership roles at Alberta Women Entrepreneurs (AWE) to support AWE’s goal to build stronger communities and economies through women’s participation in entrepreneurship.

Marcela believes strongly in continuous learning and contributing to the community. In addition to serving as Chair of the Women’s Enterprise Organizations of Canada and past Chair of Explore Edmonton, she volunteers her time on the Works for Women Advisory Board and the Edmonton Region Innovation Network Steering Committee.

Linda McCurdy - President and CEO, K-Bro Linen Systems Inc.

Linda McCurdy

President and Chief Executive Officer

K-Bro Linen Systems Inc
Vancouver, British Columbia


Linda McCurdy joined K-Bro Linen Systems Inc. in May 1998 as Chief Financial Officer and became President and Chief Executive Officer in 2000. K-Bro is the largest provider of laundry and linen services to the healthcare and hospitality industry in Canada and the company has experienced significant growth since going public in 2005. Prior to joining K-Bro, Ms. McCurdy was Chief Financial Officer of Canadian Inovatech Inc., an international biochemical products processor, and, previous to this, held a number of financial positions with the Jim Pattison Food Group.

Ms. McCurdy is married with three daughters. She is a Certified General Accountant, a Chartered Professional Accountant, and has an MBA from the University of Western Ontario. Ms. McCurdy was named one of the Top 100 Most Powerful Women in Canada by the Women's Executive Network in 2015 and one of Canada's Top 40 Under 40 Recipients in 2005. She also received the Canadian Pioneer Recognition (Department of Status of Women) in 2013.

Andrea Mondor - CEO and Founder, ROAR Transitions

Andrea Mondor

CEO and Founder

ROAR Transitions
Edmonton, Alberta


As the founder of ROAR, Andrea offers insight into leadership and organizations earned alongside more than 300 clients in 11 industries - more than two decades of rolling up her sleeves in strategy, organizational development, and management innovation. Prior to founding ROAR Transitions, Andrea was in professional practice at KPMG LLP and BearingPoint LLP.

Always ready to serve her community, Andrea recently completed two terms as an elected member of the University of Alberta Senate, serving as vice-chair, former liaison from the Senate to the Alberta School of Business, and the chair of the 2016-20 Nomination of Chancellor Joint Committee. Andrea is a member of the Alberta School of Business Advisory Council. She is also a former director with the Edmonton Chamber of Commerce and currently vice-chair of the inaugural and newly launched Edmonton Screen Industries Office, a catalyst for developing film, screen and digital industries in the Edmonton region. Andrea is also the Edmonton lead and a founding member of the Alberta SHEInnovates chapter, the first Canadian chapter and global pilot site for the SHEInnovates global program created in 2019 by the United Nations and the Global Innovation Coalition for Change.

Andrea speaks regularly on leadership transition, including recent panel discussions for the Institute of Corporate Directors on CEO Transition. She's married to Paul, super proud mom to 14-year old Ella, and a self-professed tennis junkie.

Bjorn Morisbak

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Bjorn Morisbak

Executive Vice President Corporate Development, Stantec

Bjorn Morisbak is Executive Vice President, Corporate Development at Stantec and has been with the company for over 23 years.

Through strategy development and m&a execution, Bjorn has played a key role in the rise of Stantec to become a Top 10 Global Design firm. During his tenure, the company has grown from about 2,000 people, principally in Canada, to over 25,000 employees spread across the globe. In his current role, Bjorn directly oversees the many aspects of acquisition from sourcing and early discussions through to completion of integration. Experienced in valuations, financing, negotiations, change management, operations and integration, Bjorn has been involved in over 100 transactions ranging in size from very small to over 7,000 people.

Bjorn proudly holds a Master of Business Administration, with a specialization in International Business, from the University of Alberta, School of Business. He is active in the local community and the Honorary Consul for the Kingdom of Norway in Northern Alberta.

An active runner, biker, and skier, he loves escaping to the mountains together with his wife and three children.

Tricia Mullen - Market Leader, Gallagher

Tricia Mullen

Market Leader

Gallagher
Edmonton, Alberta


Tricia Mullen is the Edmonton Market Leader for Gallagher, an organization that enables clients to achieve success through people. OT collaborates with leading organizations to recruit, develop, engage, retain, and transition talent. In addition to her market leadership, Tricia leads the Public Interest Executive Search and Board Recruitment work within the region.

In November 2020, Optimum Talent joined the Gallagher team in Canada. Gallagher’s Benefits & HR Consulting team in Canada helps employers of all sizes, across all industries, build workplaces that work better.

After completing her Bachelor of Commerce degree at the University of Alberta, Tricia began her career working for a teachers’ pension fund prior to moving into Search and Human Resources. As a born and raised Albertan, she values the sense of community and the deep relationships she has forged throughout her career. Tricia is honored to volunteer her time to Canada’s largest social service delivery organization in their fundraising efforts. In her downtime, Tricia loves to join her three children in exploring the city, the province, the country, and the world.

Kyle Murray - Dean, Alberta School of Business

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Acting Dean

Alberta School of Business
Edmonton, Alberta


Dr. Murray earned his BSc (Specialization Psychology, 1994) and Ph.D. (Marketing and Psychology, 2004) from the University of Alberta. He has been with the Alberta School of Business since 2008, serving as Vice Dean from 2017 to 2021 and as the Director of the School of Retailing from 2008 to 2017. Kyle has held faculty appointments at the Ivey School of Business (Canada) and Monash University (Australia), as well as visiting appointments at INSEAD (France) and TU Dublin (Ireland).

An expert in human decision-making, Kyle’s research interests focus on innovation and behaviour change challenges in business and society. He has published several books and dozens of peer-reviewed articles in leading journals in management, marketing, information systems and organizational behaviour. Kyle’s work has attracted millions in grant funding and his research and teaching have been recognized with a variety of awards, including the McCalla Professorship, Killam Professorship, Petro-Canada Young Innovators Award and the Mackenzie Teaching Award of Excellence.

As a consultant to government and Fortune 50 companies, Kyle has advised clients that include Air Miles, the Competition Bureau of Canada, Consumers Council of Canada, General Motors, Industry Canada, Johnson and Johnson, Leger, The Research Intelligence Group, and Microsoft. He has also been involved in a variety of start-ups, as an investor and advisor, in sectors ranging from financial services to retail and from advertising to cannabis.

Under Kyle’s leadership, the Alberta School of Business is focused on enhancing teaching and learning, while continuing to build on our globally recognized research excellence. Kyle has prioritized the School’s strong commitment to Equity, Diversity and Inclusion in all that we do.

Tina Naqvi-Rota - CEO, Cameron Corporation

Tina Naqvi-Rota

CEO

Cameron Corporation
Edmonton, Alberta


The primary focus of Cameron Corporation, an Alberta-based real estate development company, is the development and management of commercial real estate projects; primarily Grocery Anchored and Power Centre developments.

In addition, Cameron has a land development division "Cameron Communities Inc."; a homebuilding division "Cameron Homes"; and a multi-family division "Cameron Lifestyles." Cameron develops and holds its assets on behalf of itself and various joint venture partners; ranging from private businesses to Pension Funds and REITS.

Cameron Corporation is a family-based company celebrating 36 years in business this year. Ms. Naqvi-Rota has been with Cameron since 1991 and took over the Presidency in 2012.

Ms. Naqvi-Rota earned her Civil Engineering Degree from the University of Alberta in 1990 and her MBA from the same institution in 1995. She is married to her husband Tony, and together, they have three children.

Derek Neldner

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Derek Neldner

CEO and Group Head
RBC Capital Markets

Derek Neldner is CEO and Group Head of RBC Capital Markets and is a member of RBC’s Group Executive. Derek has global oversight of the firm and, along with the Capital Markets Operating Committee, sets the growth strategy for RBC’s Corporate & Investment Banking and Global Markets business activities worldwide. Together with other members of Group Executive, Derek is also responsible for setting the overall strategic direction of RBC.

In addition to his leadership role with RBC Capital Markets, Derek is also Board Chair and Chief Executive Officer of RBC US Group Holdings LLC, RBC’s intermediate holding company (IHC) in the United States. In this role, Derek coordinates governance over the IHC’s regulatory, compliance, and business initiatives, and its communications with key stakeholders.

Derek joined RBC in 1995 and has held a broad array of responsibilities across the firm, and served as Global Head of Investment Banking prior to his current role. He has significant experience across all aspects of investment banking including mergers and acquisitions, and debt and equity financing, and he continues to provide senior coverage and advice to a number of the firm’s most significant clients. Derek has also been a strong advocate for diversity and inclusion, including having co-chaired RBC Capital Markets’ Canadian Diversity Leadership Council.

Derek has an active and longstanding commitment to philanthropy and giving back to the community. He has volunteered with a variety of charitable organizations including serving as a member of the Major Individual Giving campaign cabinet for the United Way of Toronto & York Region and is currently a board member of The Hospital for Sick Children (SickKids) Foundation.

Derek holds a Bachelor of Commerce degree in Finance from the University of Alberta and is a Chartered Financial Analyst (CFA), as designated by the CFA Institute. Derek is married with four children and lives in Toronto, Canada.

Guy Nelson - Executive Chairman and CEO, Empire Industries Ltd.

Guy Nelson

Executive Chairman & CEO

Empire Industries Ltd.
Toronto, Ontario


Since 2006, Guy Nelson has been the Chief Executive Officer of Empire Industries Ltd., a publicly traded company on the TSX Venture Exchange. He has led the transformation of Empire from a structural steel fabricator into a high-tech designer and manufacturer of precision engineered products. The company specializes in media-based attractions for the global theme park industry.

In addition to his work at Empire, he has been a driving force in a wide array of forward looking businesses such as Better Work Place Inc. and Associated Proteins.

Before joining Empire, he was Vice President and Director of Bracknell Corporation, and VP Investments of Cavendish Investing Ltd.

He is a regular contributor to business media outlets such as BNN, and has been featured as an entrepreneur on Bob Scully's "The World Show."

Guy holds an MBA from the Ivey Business School and a B.Comm from the University of Alberta.

Keenan Pascal - CEO, Token Naturals

Keenan Pascal

CEO

Token Naturals


Keenan Pascal is the CEO of Token Naturals, an Alberta-based cannabis manufacturing company with a processing facility in central Edmonton. In a few short years, Keenan grew the company from an idea to a multi-million dollar manufacturing facility able to produce extract and derivative cannabis products. During that time, Keenan led three investment capital raises and created a subsidiary company, Token Bitters, that now sells products across Canada and exports to Asia.

Before Token, Keenan spent eight years gaining financial and consulting experience at major banks paired with numerous entrepreneurial endeavours including industrial and residential real estate ownership. Keenan has a Bachelor of Commerce from the University of Alberta and an MBA in Consulting & Strategic Management from UBC Sauder School of Business.

With a mandate to stay engaged with his greater community, Keenan sits on the executive board of the National Black Coalition of Canada, the Edmonton Downtown Business Association and the Edmonton Innovation Council. He founded the Black Canadians in Cannabis Network, a space for Black Canadians to connect and share resources. In addition, he lends his expertise to the committee boards of Concordia University and the University of Alberta’s Venture Mentorship Program.

Dr. John Poon - Managing Director, Broad Venture International Limited

John Poon

Managing Director

Broad Venture International Limited
Hong Kong


A recipient of the University of Alberta's Honorary Doctor of Laws Degree and Alumni Award of Excellence, John Poon currently devotes much of his time to community service in Hong Kong and in China. He is Chairman of the Hong Kong Financial Reporting Council, a non-executive Director of the Hong Kong Mandatory Provident Fund Schemes Authority and a member of the Chinese People's Political Consultative Conference (Shanghai Committee).

Dr. Poon, a Solicitor and Justice of the Peace (JP) in Hong Kong, received his Bachelor of Arts Degree in Economics and a Bachelor of Laws Degree from the University of Alberta. In July 2015, he was awarded the Bronze Bauhinia Star (BBS) by the Government of Hong Kong Special Administration Region in recognition of his meritorious public service and his valuable contributions to Hong Kong.

Dr. Poon was admitted as a Barrister & Solicitor of Alberta in 1985, a Solicitor of England and Wales in 1988, and a Solicitor of Hong Kong in 1989. After practicing law in Edmonton for several years, John ventured into the corporate arena in Hong Kong.

In 1999, Dr. Poon became the Executive Director and Group Chief Financial Officer of Esprit Holdings Limited and was appointed Deputy Chairman of the Board of Directors in 2004. Under his leadership and management over a period of nine years, profit after tax rose over eleven-fold while the multinational apparel company's market capitalization expanded from approximately US$1 billion to a high in excess of US$20 billion. Esprit was repeatedly recognized as one of the best-managed companies and best-performing stocks on the prestigious Hang Seng Index of Hong Kong.

As a firm believer in sound corporate governance, Dr. Poon has received a number of accolades, including "Director of the Year 2002 (Listed Company)" from the Hong Kong Institute of Directors and "Best Chief Financial Officer in Retail Sector 2005" from the Asian Investor Relations Market Report.

Dr. Poon was a non-executive Director of the Canadian International School of Hong Kong in mid-2000 and successfully advocated for the introduction of the International Baccalaureate program. He has also served as a Council Member of the Hong Kong Institute of Certified Public Accountants, a member of the Standing Committee on Company Law Reform, a member of the Board of Review (Inland Revenue Ordinance), and a Governor of the Canadian Chamber of Commerce in Hong Kong.

Dr. Poon, a Justice of the Peace in Hong Kong, received his Bachelor of Arts Degree in Economics and a Bachelor of Laws Degree from the University of Alberta.

Barry Scholnick - Professor, Alberta School of Business

Barry Scholnick

Professor

Marketing, Business Economics & Law
University of Alberta School of Business
Edmonton, Alberta


Barry Scholnick is a Full Professor at the University of Alberta School of Business. He received his PhD in Economics at the University of Cambridge.

Barry's research interests include Household Finance and International Business, and his research has been published in journals such as the Review of Economics and Statistics, Journal of International Business Studies, the Journal of Business, and the Journal of Money, Credit and Banking. Barry was formerly on the editorial board of the Journal of Banking and Finance, and he is a multiple winner of teaching awards at the MBA, EMBA, and BCom levels.

Barry is currently the Director of the MBA Specialization in International Business at the Alberta School of Business.

Jared Smith
Zahra Somani - Partner, Pirani Group
Gail Stepanik-Keber
Jennifer Tkachuk-Tremblay - Founder & CEO of Somm, Managing Partner of PureInvest

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Founder & CEO of Somm, Managing Partner of PureInvest

Toronto, ON


Jennifer is the Managing Partner of early-stage tech consultancy PureInvest Inc. Additionally, she is the founder & CEO of Somm a tech company setting out to be the Spotify of Taste. Prior to launching Somm, she was the Head of Capital Markets and Business Development for Delphia Inc., a Y-Combinator backed fintech company. Prior to jumping into tech, Jenn was the VP for TD Securities' algorithmic trading team and earlier in her career, she worked for Scotia Capital and OTPP in Private Equity. Jenn is a Board Director on numerous early-stage tech companies including Link, ZeroBeta, and she has served on the University of Alberta’s Business Advisory Council since 2019. In 2017, Jenn was the only Canadian nominated for the US-based Market's Media Women in Finance Award, and she was the only Canadian to win New York's Trader Magazine and Market's Media Rising Star Award. In 2016, she was also the recipient of Canada's Women in Capital Markets Emerging Leaders Award. Jennifer is Toronto-based, but was born and raised in Edmonton. She studied finance and business law at the University of Alberta's School of Business and graduated in 2011.

Kevin Uebelein - Senior Advisor and Former CEO, Alberta Investment Management Corporation (AIMCo)

Keven Uebelein

Senior Advisor and Former CEO

Alberta Investment Management Corporation (AIMCo)
Edmonton, Alberta


Kevin Uebelein joined the Alberta Investment Management Corporation as Chief Executive Officer in January 2015. AIMCo is responsible for managing over $100 billion of pension and endowment assets.

Prior to joining AIMCo, Kevin was President and Chief Executive Officer of Pyramis GlobalAdvisors, the institutionally-focused asset management unit of Fidelity Investments, holding assets in excess of USD 200 billion, and was also the Global Head of Investment Solutions at Fidelity Investments. Previously, Kevin held a variety of positions with Prudential Financial Inc., including Head of Alternative Investments, and culminating as Chief Investment Officer for International operations.

Mr. Uebelein holds a Bachelor of Accounting degree from Harding University, and an MBA from Rice University. He is a Chartered Financial Analyst (CFA), and holds the ICD Director designation. Kevin is on the board of the Canadian Coalition for Good Governance ("CCGG") and is the Chairman of The AIMCo Foundation, which supports financial education.

Janet Wood - Corporate Board Member

Janet Wood

Corporate Board Member

Vancouver, British Columbia


Janet Wood is a retired tech executive having held various global executive positions in SAP, Business Objects, Crystal Decisions and IBM. For a year following retirement she was the interim CEO of Science World, a world-class science centre located on False Creek in Vancouver, which in pre-Covid times welcomed over 800,000 visitors per year.

Career highlights include global responsibility for indirect sales and leading a global organization to protect and grow a multi-billion Euro maintenance business. In her last 5 years with SAP, Janet was a global leader for talent and leadership development and HR leader supporting the worldwide CEO in strategic HR initiatives including leadership development, diversity, fostering a continuous feedback culture, and attracting and retaining top talent in the highly competitive tech market.

Janet is on the boards of the Insurance Corporation of BC (ICBC), Pureweb Interactive 3D Streaming Solutions, CubicFarm Systems Corp and Junior Achievement BC. She has held various executive positions in Young Presidents' Organization (YPO) and is the current Member Engagement Officer for Canada and Region Chair Elect for YPO Gold Canada. Janet is a past recipient of the Canadian Women's Executive Network Top 100 Women Award and the YWCA Women of Distinction Award.

Janet holds a Bachelor of Commerce degree from the University of Alberta, graduating with Distinction.

Matthew Woolsey - President, York Realty Inc.

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President

York Realty Inc
Edmonton, Alberta


Matt has been with York Realty for a decade and at its helm since 2016. As President, he sets the direction for York, guides the team to achieve its goals and deliver on its promises, and provides timely and effective service for our diverse client base. His ability to be nimble and make decisions quickly is a crucial part of York Realty's competitive edge. Matt developed his passion for real estate as a child when his father Glenn took him for weekend drives to go look at interesting properties.

A husband and father of three, Matt is committed to his family and community. Over the years, he has supported several nonprofit organizations that focus on the health and well-being of children and teens, including Little Warriors, Youth Empowerment & Support Services (YESS) and the Stollery Children's Hospital Foundation. He is also involved with Scouts Canada and coach's his daughter's U5 soccer team.

Matt has a Civil Engineering degree from the University of Waterloo and an MBA from the University of Toronto.