Paul Finkbeiner

Paul oversees a global real estate platform that totals $28 billion in assets under management, in Canada, the U.S., U.K. and Ireland. He works closely with these four regional offices to expand Great-West LIFECO’s real estate business by attracting third-party investors and continuing to grow our existing client base.

Previously, Paul was President of GWL Realty Advisors for 18 years. Under his leadership, Paul grew the company’s real estate portfolio from $800 million in Canada to $17 billion in Canada and the U.S. Paul has over 30 years’ experience in the real estate Industry. He holds a Bachelor and a Master of Applied Science degree from Queen’s University and a Master of Business Administration degree from McGill University.

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Asiff Hirji

Asiff Hirji is the President of Figure in San Francisco. Figure provides consumer financial solutions intended for home improvement, debt consolidation, and retirement planning.

Previously, Asiff was President and COO at Coinbase, where he scaled the largest cryptocurrency broker, exchange, and custodian to over $1B in revenues and raised $300M. He has worked as a faculty member teaching PE courses at the Haas School of Business at the University of California-Berkeley, served as Chairman of the Board at Saxo Bank in Copenhagen, Denmark (2010 – 2018), acted as Operating Advisor at Andreessen Horowitz, and reported directly to Hewlett-Packard CEO Meg Whitman (2014 – 2017) as Chief Restructuring Officer.

From 2006 to 2007, Asiff served as the President of TD Ameritrade Holding Company, a formerly publicly traded provider of securities brokerage services. He has also served as a Senior Advisor at Bain Capital, Founder Partner at Inflekxion, TPG Capital, Bain & Company, Netfolio, and Mitchell Madison Group, and Director at Citrix Systems, Eze Software Group, RentPath, and TES Global Limited in London. Asiff currently serves as an advisory board member for Nubank in Sao Paulo, Brazil, and Director at Forge and Lefteris Acquisition Corp.

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Marshall Lux

Marshall Lux has been a financial services consultant and practitioner for 30 years. Marshall began his career at McKinsey where he served all manner of financial service firms across a variety of subsectors and functional areas. He led McKinsey’s and BCG’s PE practice. He left McKinsey after ~25 years to become the Chief Risk Officer for Chase (all consumer products globally) during the 2008 financial crisis and later joined BCG, where he was a Senior Partner for 5 years, and in particular, helped build a PE practice. Marshall continues to be an active adviser to BCG.

Marshall sits on the Boards of Mphasis, Guardian Life, DHB Capital and Kapitus and advises companies ranging from consumer credit, wealth, insurance, and cybersecurity. He is a Senior Advisor to the Committee on Capital Markets Regulation and a Senior Fellow to the Program on International Financial Systems at Harvard Law School.

Marshall attended the Woodrow Wilson School, Princeton University (Summa Cum Laude) and Harvard Business School (Baker and Ford Scholar).

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Lindsey Brace Martinez

Lindsey Brace Martinez founded StarPoint Advisors in 2015 with a vision to enhance the number, scale and quality of competitive, sustainable investment options available to players in the capital markets. She has committed over 30 years to building deep expertise and authentic connections within and across the disciplines of business, investing, and the natural sciences. As an executive at Cambridge Associates, Lindsey advised $100 million+ foundations, endowments and family offices and led the global consulting, external relations, and client services functions of the firm for 15 years. Prior to this role, she was lead portfolio manager for a commingled fund and several large separate accounts at Hancock Timber Resource Group, and a strategy and management consultant at Booz, Allen. Lindsey serves on the Boards of Impax Asset Management, Pax World Funds, Onward Energy and Seven Islands Land Management Company. She has lectured at the Yale and Columbia business schools, presented at multiple sustainable investing symposia as well as women’s leadership forums, including 100 Women in Finance and the Women’s Association of Equity. She has served on several investment committees, including the National Geographic Society, and Co-Chairs the Advisory Board for the Center for Business and Environment at Yale (CBEY). She earned her MBA and Master of Environmental Studies from Yale University and a BA from Dartmouth College.

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Peter Hancock

Peter Hancock is a Senior Advisor at Sagard Holdings.

Mr. Hancock is the Former President and CEO of AIG. Prior to leading AIG, Mr. Hancock spent 20 years at J.P. Morgan where he founded the global derivatives business, restructured and ran the fixed income and credit businesses and served as group CFO and Chief Risk Officer. After joining J.P. Morgan, Mr. Hancock co-founded Integrated Finance Limited, where he served as President for seven years.

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Kris Hansen

Kris Hansen has over 20 years of experience in providing technology solutions for the financial services industry. Throughout his career, he has led teams in architecture design, executed successful core banking transformation projects, and designed and developed commercial software. Recognized as a visionary in the industry, Kris has helped organizations develop innovative solutions that tackle today’s issues while strengthening them for the challenges ahead.

Kris Hansen describes himself as “a recovering banking chief architect” and has been advising banks and financial services startups on topics related to financial services transformation and innovation. He began his career as a system administrator and software developer, started one of the first internet provider companies in Canada and built a successful software services company in the Hawaiian Islands. He is the former chief architect at ATB Financial and former head of solution architect at the Royal Bank of Canada.

Kris was the managing director and CEO for Axxiome North America, a Swiss-headquartered global financial software, advisory and integration company and the CEO of Digital Payment Partners LLC, a US-based financial services technology innovation company. As a senior principal, financial services at global enterprise software company SAP he connected fintech innovation to banks using an enterprise cloud platform.

Kris has received a Master of Business Administration and an undergraduate degree in applied studies from Athabasca University.

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Sharon MacLeod

Sharon MacLeod is a Senior Advisor at Sagard and a Board Director of IGM Financial Inc.

Sharon is a marketing leader with over 20 years of experience growing brands and businesses within Unilever. Her most recent positions were Global Brand Vice President and North American Personal Care Vice President. She has been recognized as a leading marketer by her peers and led award-winning marketing campaigns across digital, social, PR, content and traditional communications. Having held Global, US and Canadian roles, Sharon has expertise leading and executing consumer driven strategy, segmentation, brand portfolio management and delivering revenue, share and profit growth.

Sharon has been a Diversity and Inclusion leader for the past decade, designing and spearheading Villa Leadership for Women, Unilever and the World Food Program’s designated program for Women’s Leadership. She is a Catalyst Canada Business Honouree and one of WXN’s Most Powerful Women.

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Ron Hirson

“Ron Hirson is an entrepreneurial executive and investor with two decades of business and product management experience. He currently serves as DocuSign’s Chief Product Officer leading the Product and Customer Experience teams. He joined DocuSign in 2013 and has more than 20 years of product management experience in large and entrepreneurial ventures.

Prior to DocuSign, he was an Entrepreneur In Residence at Khosla Ventures and Mayfield Fund after serving as Co-Founder and President at Boku (LON:BOKU). Before Boku, Ron was Vice President of Product Management at AT&T Interactive where he was responsible for the company’s new and existing advertising products. Prior to the acquisition of Ingenio by AT&T, Ron served as Vice President of Product Management where he led the product management team for Ingenio. Ron began his career as a management consultant with Price Waterhouse where he focused on ERP software design and implementation. Ron is an inventor with 70+ issued patents and over one hundred filings.

He has been interviewed/quoted or a guest on Bloomberg, Forbes, Fox News, NYT, TechCrunch, Reuters, WSJ, etc.

Ron is a board member of UCSF Ophthalmology Department’s fundraising arm, That Man May See, and founded Alcatraz Swim for Sight with his wife raising almost $1 Million dollars for vision research. He is also an advisor to startups including SigFig, FundBox, Sonder and PasswordBox (acquired by Intel).”

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Ron Close

Ron Close is a Leadership & Strategy Coach at Sagard. Concurrently he is also a director or trustee of Maple Leaf Food Inc., Thomson Reuters Founders Share Company and MaRS Discovery District. He has previously served as CEO of Pelmorex Media Inc. (The Weather Network) and as Entrepreneur-in-Residence at The Ivey School of Business.Ron’s other previous executive positions span from start-ups (CEO/co-founder of NetCom Canada, Inc.) to large corporations (President of BCE’s Bell New Ventures unit). His previous directorships include Pelmorex, The Globe and Mail, Canada Media Fund, CTVglobemedia and MaRS Innovation.Ron’s non-profit activities include past chairmanship of the Toronto chapter of the Young Presidents Organization (YPO) and current membership in the World Presidents Organization (WPO).

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