In Conversation with Cathie Wood (CEO/CIO, ARK Invest) and Dr. James Thorne (Chief Market Strategist, Wellington-Altus Private Wealth)

Hoyt Lui is the Operations Analyst at Emerge Canada Inc. Prior to joining Emerge, Hoyt conducted various quantitative projects to create trading and investing strategies. Before then, he worked at Scotiabank Global Banking and Markets, supporting P&L analysis, balance sheet reconciliation and settlement of securities in the bank’s global investment portfolios.

Hoyt received his Master of Finance from Queen’s University, and a BA in Economics from the University of Waterloo. He spends his spare time enjoying outdoor activities with his friends and family, working out at the gym, and geeking out over his next big projects.

Mackenzie Wood is the Advisory Services Manager at Emerge. Mackenzie joined the Emerge team in June 2019. Prior to joining Emerge Mackenzie graduated Magna Cum Laude from Buffalo State College where he achieved a Bachelor of Science degree in Economics with a concentration in Finance. As an international student from Ontario, Canada, he played for four years for the Buffalo State Men’s Ice Hockey team. Mackenzie was honored as the 2019 Male Scholar-Athlete of the year and was also nominated to The State University of New York Athletic Conference Men’s Ice Hockey All-Conference Team in 2019. Mackenzie now lives in Buffalo, NY, and often visits family in Simcoe, Ontario.

Allison Langley is the Marketing Manager at Emerge. Allison joined the Emerge team officially in June of 2018. She has spent the summers working at Emerge since its inception; supporting advisors, attending conferences and contributing to the founding of the firm. Prior to joining Emerge Allison achieved a Bachelor’s of Science in Biology from Loyola University Maryland where she was the recipient of the Presidential Scholarship, Head Music Director of WLOY Loyola Radio and a member of the women’s rowing team. Allison has dedicated much of her summers to Erie County Medical Centre where she was a research volunteer in the Head & Neck Oncology and Plastics Department. Allison splits her time between Toronto and Buffalo while spending time with her dog, Annie.

Lisa Lake Langley is the CEO & President of Emerge Canada Inc. Lisa has over 30 years of investment management industry experience. Prior to founding Emerge, Lisa has worked globally in the financial industry, she worked for over 20 years in Toronto as the President and COO of First Asset Advisory Services where she raised over a billion in assets, and successfully sold the company. She then continued on to work with the Investment Industry Regulatory Organization of Canada (IIROC) as the Vice President of Member Services. Following this Lisa became the Managing Director of Global Product Development for Alliance Trust in Scotland. Lisa then moved back to the United States where served as the COO and Partner for Sandhill Investment Management in Buffalo, NY. She founded Emerge to provide global support to investment managers.

Currently the only female majority owner of a fund/ETF company in Canada, Lisa Langley was named ‘CEO of the Year’ by the 2021 Wealth Professional Awards (WPAs).

She graduated with a BA in Finance from Loyola University Maryland and received her Executive MBA from Kellog-Schulich School of Business Program.

Maha likes to call herself an avid researcher and a lover of all things marketing. She holds a Master’s in Management with a focus on Marketing from Ryerson University and a Bachelor’s in Advertising, PR and Media from Middlesex University. Prior to joining Emerge, Maha worked in the education sector as a researcher and a marketer. She also creates marketing content for agencies on a freelance basis. In her free time, Maha enjoys spending time in the great outdoors, catching up with loved ones, and experimenting in the kitchen.

MBA Finance, Accounting & Strategy, Schulich School of Business, Toronto

BEng Mechanical Engineering, Queen Mary College, London University, UK

Chartered Professional Accountant, Certified Management Accountant (CPA, CMA) with the Chartered Professional Accountant of Ontario

Chartered IT Professional (CITP), Member of British Computer Society (MBCS) with the Chartered Institute for IT

Desmond Alvares is the CFO & Operations Managers at Emerge Canada Inc. Desmond joined Emerge in December 2018. Desmond Alvares’ career spans well over 30 years. Desmond has held senior leadership roles in; KPMG Risk and Resilience Advisory, Investment Industry Regulatory Organization of Canada (IIROC), Investment Management (Private Banking, Investment Banking, Brokerage Houses, Wealth Management and Mutual Funds), Insurance and Retail (Branch Banking, Electronic Banking, Commercial and Personal Loans, Credit Cards, Mortgages). Desmond is a Finance, Operations and Information Technology professional with experience in Business, Project and Finance Management. He received a degree in Mechanical Engineering from Queen Mary College, London University and then received his MBA in Finance, Accounting & Strategy from the Schulich School of Business in Toronto. Desmond currently resides in Toronto with his family.