*Written cancellation or substitution is required to protect both KASA members and staff from the uncertainty and misunderstandings that may occur because of cancellations made by phone during a hectic work period. With an entrepreneurial background, Ajay is a partner of a healthcare services company currently in operation in Toronto. She is responsible for organizing and cascading the companys primary objectives down to every employee. Clubbing deals is natural for families: it draws upon the expertise of the group, reduces risk via diversification, and allows access to deals and markets that might not otherwise be possible. Mike Quinn,RPIA. Facebook Twitter Email LinkedIn. Il agit galement titre de prsident de plusieurs filiales du groupe ainsi quadministrateur et prsident du comit de vrification de plusieurs des socits en portefeuille et organismes but non-lucratif. Matt Piselli, FORT LP Education Bills. Foundation, which provides free medical care and education to the disadvantaged in India, a member of the Advisory Council for the CFA Society of Toronto and an Honorary Trustee of the Royal Ontario Museum. Jason graduated from the University of Western Ontario in 1999 with an Economics degree. Learn More New Program for Aspiring Principals Do you have staff members who aspire to take the next step into principalship? Room Rate: $120.00 + Tax Room Rate: $120.00 + Tax ESG investing is a hot topic (no pun intended) and unlike institutional investors that are investing a beneficiarys monies, families are putting their own capital to work and many really, really care about where it goes and what it does in terms of their core values. Written cancellation requests must be sent to lisa@kasa.org. As Chief Executive Officer, Atul Tiwari leads the team and is responsible for the overall strategy and development of Cult Wines Americas. People Link Mission driven, strategic, and visionary, Traci brings real-world experience to her consultative role with Riverside. Mr. Leger is responsible for managing all of MGGs sales and marketing related efforts. She has unique content with practical tips that will leave you with the right tools before you walk away, while facilitating collaboration and networking that will help you make new connections. You will experience group exercises and games to help facilitate collaboration and new connections. Bakish Wealth, Richardson Wealth Limited. Theresa Shutt, Fiera Private Debt 12+ years working with Fortune 1000 companies advising on corporate innovation models & building a pipeline of new corporate ventures beyond the core business. Troy Hutchings Mark earned his Chartered Accountant and Chartered Business Valuator designations at Deloitte in the audit, tax, and valuation advisory practices. Ms. Shutt is responsible for the overall strategic direction and operation of the Corporate Debt Financing Team. Principal Summit. . Now Chief Innovation Officer, Chris leads lending product development, working with some of the most cutting-edge partners in the industry. As an Executive Consultant, he quickly distinguished himself and moved into an Executive Strategist role. It was a successful event and we hope you found it highly beneficial for both you and your schools/districts! She currently serves with Vanderbilt Commodore Recruitment Programs (CoRPs), attending college fairs, conducting interviews, and recruiting students for her alma mater. Mike brings to RPIA an expert knowledge of the global credit markets and extensive experience managing credit risk exposures across multi-billion dollar portfolios. Devoted to our clients, consumers, and employees, As Chief Client Officer, Alisha Crafton is responsible for revenue and client success. Athas Kouvaras, Richter Family Office Nancy joined Citi Private Bank in 2006 and has over 20 years of capital markets experience. TCSA's Principal Summit. If you have any questions, please don't hesitate to contact the KASA office at Theresa Shutt holds a Bachelor of Arts (BA) in Economics (Honours) from the University of Alberta, a Master of Arts (MA) in Economics from McMaster University and a Master of Business Administration (MBA) from the Rotman School of Management of the University of Toronto. New details will become available in the near future. Life as the principal of a family office can be exciting, inspirational, and busy, while at the same time worrisome, stressful, and draining. Conferences & Workshops - Kentucky Teacher Evelyne Massa, Group RMC. Previously, Andrew was a Board of Trustees at Mark Day Schooland also held positions at UCSF Benioff Children's Hospital, Myers Development, Hauser, Jones Lang LaSalle, Kohn Pedersen Fox Associates, Kpf. She leads a team of six Tax and Estate Planning professionals and three Business Development experts, who all support and offer opportunities to help financial advisors stay well informed in an ever-changing marketplace. Nancy Hoi Bertrand, Citi Private Bank The Tax and Estate Planning team also provides support to Mackenzies new product initiatives in the area of tax efficiency and strategic philanthropy. Beth takes the fear out of technology and helps you get right to the point with effective apps and tools that you can integrate into your everyday work and life. In 2018 Gabe was named to Glassdoors Employees Choice List of the Top CEOs at Small and Medium Companies. Establishment of partnerships, and fund investment in various geographies including the UK, Europe, USA, and Mexico. Experience in virtually all real estate asset types and geographies. 1. Michael is a Justice of the Peace / Commissioner of Oaths in Bermuda, District Grand Officer of the Freemasons UGLE Bermuda, Past President of the Freemasons Charitable Fund Bermuda, Incoming Chair of YPO Bermuda, Board member / advisory of Fireminds, Premier Tickets, Innovation Ltd, Treefrog Consulting, AAC Saatchi Saatchi, AG Research, Bermuda First Advisory Group, Bermuda College Task Force and the Corporation of Hamilton Infrastructure Committee. Ms. Shutt is a Chartered Financial Analyst (CFA) charterholder. She speaks Mandarin, Cantonese and French. Keynote Speakers He also served as the Co-Chief Investment Officer of University of Toronto Asset Management (UTAM), and Chair of the Investment Committee for the entirety of the universitys investment assets. He served as a high school teacher, administrator and coach in public and private schooling environments for 16 years, and has a record of full-time teaching, research, and administrative responsibilities at the university level spanning an additional 15 years. The principal holding is CSL Group (Canada Steamship Lines) which is the world's largest commercial manager of self-unloading vessels, and operates highly specialized fleet for off-shore transhippers and bulk carriers. His primary job functions include looking for new investmentsand opportunities while managing the balance of the portfolio. 6:00 pm. He has given keynote addresses at the CLSA Investor Conference, Franklin Templeton annual offsite and the Global Investment Forum. This chat will focus on what we know and what might occur in successive federal, provincial, and local budgets. This annual summit will provide opportunities to hear best practices from Kentucky leaders, learn from national keynote speakers, and to network with colleagues. ! Jefferson County's Marty Pollio named KASA's 2022 Superintendent of the She is also an experienced board director having served on various boards over the past two decades. As CTO at JP Morgan Chase FCS, Keith architected a data distribution platform for syndicated loan transactions to allow subscription and standardization of the data across all consumers. This past year was no exception. Brad Crombie is Chief Executive Officer of Alquity, a specialist ESG and Impact investment manager. Traci is an involved and guiding chair, serving on the boards of Omnigo, Xcentric Mold & Engineering, Buildout, ToolWatch. Nisker Associates, Strategic Wealth Management: From 1997 to 2000, Neil was the Chairman of Nisker Associates, Strategic Wealth Management, a Canadian registered investment counselling firm. An engaging three-day event you won't want to miss. Michael has 20+ years experience in technology consulting and an extensive background in start-up businesses and initiatives. Prior to her time at Kasasa, Alisha spent 10 years in leadership within community banks and credit unions. Hailed by Investment Executive as having a knack for knowing whats next, Atul is thrilled to have successfully married his extensive investment experience with a passion for wine to introduce this unique asset class to the Americas market. Prior to joining Mackenzie in 2004, Carol spent six years in a similar capacity at another Canadian mutual fund company. 83 days until Alpaca VC's inaugural 30/30 PropCo Summit (9/27-9/29)! He started out working for a hedge fund and learned the world of debt and derivatives. Nicolas joined Quantica Capital from RAM Active Investments, a multi-billion systematic asset management company based in Geneva, where he served as senior quantitative investment manager, developing and managing systematic short-term equity long/short strategies. YMG Capital Management Inc.: Neil served as President of the YMG Private Wealth Management division from 2000 to 2006. Annual Education Law & Finance Institute; Annual Leadership Institute; Aspiring Superintendent Workshop; Awards & Recognition; Employee Code of Conduct Curriculum Ajay currently serves on multiple Boards of Framework portfolio companies including Paper, Countingup, FlipGive and Daisy Intelligence. Copyright 2017 Kentucky Association of School Administrators. She advises ultra high net-worth families, foundations and single family offices on wealth preservation and creation, with a particular focus on alternative and international investments. Sessions include: the teacher leader network, surviving and thriving in your leadership, etc. Lisa Cutler - Principal - Summit Academy | ZoomInfo The principal holding is CSL Group (Canada Steamship Lines) which is the worlds largest commercial manager of self-unloading vessels, and operates highly specialized fleet for off-shore transhippers and bulk carriers. He holds both a chartered accountant and chartered financial analyst designation as well as the ICD.d designation. Michael is an avid golfer currently playing off a 12 handicap. Paris Montparnasse 35 minutes by train and Versailles 15 minutes. After initially building a solid practice at Investors Group, Joseph realized that as business and the industry was evolving, they needed a change. Selecting opportunities, sizing positions, and choosing which will receive follow-on investments have many ways that on can make mistakes. Recently, Paul served as SVP, Information Technology, for investment dealer Dundee Securities, and as VP, Information Technology, for merchant banking firm Dundee Corporation. In his capacity, Enzo holds the title of President for various subsidiaries companies and also serves as a director and audit committee chairman for several portfolio investments and not-for-profit entities. With prior her experience in assurance and business advisory, she brings rounded skills to add value at both strategic and operational levels to management and project teams to attain set business objectives. Room Rate: $120.00 + Tax Sangeetha Patrick - Partner and Principal Archi.. - Kasa - ZoomInfo He has been called to the Bar in Ontario. Were you able to get your EILA credit for the 2022 Principal Summit? Edgenuity's COVID-19 School Closure Support, Assessing & Training Educators on Dispositions, Developing Dispositional Prescreen Questions, 2023 Annual Leadership Institute July 26-28, Expo Hall Registration for KASA's Annual Conference, Kentucky Certified Evaluation Update Training, TLC: Facilitator Training * 9/11/2023 - 9/12/2023, KDPP 2023 Institute: The What and the Why. Prior to that, he worked in a similar capacity at Steel Partners, a $5 billion global activist manager. The friendly and easy-to-use Kasa app puts control in your hands, allowing you control and He graduated from Trinity College in the University of Toronto and has completed the Partners, Directors and Senior Officers (PDO) course. Sangeetha Patrick is a Partner and Principal Architect at Kasa based in Lees Summit, Missouri. Dont let his self-deprecating sense of humor fool you; Chris wont rest until Kasasa clients are achieving the results they need. One must prove their holding and file their paperwork in a prescribed manner by the due date in order to receive their due amounts. Principal Ed Sessions Education Sessions 10:15 a.m. Purpose KASA stands for Korean American Student Association. Our learned panel will illuminate some lesser-known areas as well as mainstream sectors that deserve attention. with her practical tips letting her attendees walk out of her session with the right tools for them. Daniel proactively keeps up to date with market developments andregulation changes. Kentucky Association of School Administrators We give them the peace of mind and the time to focus on whats most important to them. Michaels first self-created startup is Fireminds, a technology solutions company, headquartered in Bermuda with staff in US, Canada, Caribbean, South America and Europe, serving international clients in Bermuda, North America and the Caribbean. Its patriarch, Kenneth Dart, moved to Cayman entirely over 20 years ago. He is also a Founding Board Member of the Bermuda Innovation & Technology Association (BITA) and a Founding Partner of the i3 Innovation Incubator in Bermuda. Previously Erik was Director and Portfolio Manager of real estate at AIMCo. He began his career at BluMont Capital, where he was a research analyst. Le Perray-en-Yvelines , France Yvelines, le-de-France Charlie is the co-founder of CMCC Global, a blockchain asset management company that manages three digital asset funds as well as the Liberty Bitcoin Fund. Understanding the FDA's Knowledge-Aided Assessment & Structured Her efforts in building the Client Success Strategy and Client Marketing Strategy teams, and toppling 110% growth, set her up perfectly to be awarded as 2020 SVP of the Year. Avant de se joindre au groupe, Enzo a acquis de lexprience au sein de bureaux comptable dans le domaine du financement corporatif, transactions de fusions et acquisitions, insolvabilit et restructuration tant au Canada quaux tats-Unis. She is also a member of the Society of Tax and Estate Practitioners and the Canadian Tax Foundation. As the firms founder, Scott is responsible for overseeing Wealhouses various strategies across asset classes, as well as the firms private equity portfolio and real estate holdings. They also create and maintain account holder disclosures and marketing disclaimer guidance for clients. Prior to Vanguard, he held progressively senior positions at BMO Financial including senior vice president of BMO Asset Management, heading up the BMO US mutual fund business in Chicago before going on to lead the charge for BMO to enter the ETF business as the founding President of BMO Exchange Traded Funds. They enjoy travelling and spending time in Annecy, France and the Okanagan Valley, BC.