Alternatives Make Up Majority of Family Office Portfolio | Moderator – 9:00 am
Allison Taylor is the Chief Executive Officer and co-founder of Invico Capital Corporation. Allison is a registered Portfolio Manager, a graduate of the Haskayne School of Business with an MBA in Finance, and a graduate of the University of Western Ontario with an Honors Bachelor of Science in Actuarial Science and Statistics. Allison brings over 20 years of experience in corporate finance in private equity, private debt and financial advisory services. Allison is a portfolio manager to the Invico Diversified Income Fund, established in 2013 and the Avenue Living Real Estate Core Trust established in 2018. Currently, Invico Capital Corporation manages approximately $440,000,000 in assets focused on private equity, alternative asset investments and privately negotiated debt. Allison is responsible for the assessment of investment opportunities on behalf of the funds managed by Invico Capital Corporation and approves the commitment of investment funds. Allison has extensive experience in investment fund management, fund accounting, financial advisory services and mergers & acquisitions across various industries. Allison is registered with the Alberta, Ontario, British Columbia and Saskatchewan Securities Commissions as a portfolio manager. Allison started her career at Mercer Management and Towers Perrin in pension consulting, working on actuarial valuations for large company pension plans. She then moved into investment banking at RBC Dominion Securities doing mergers and acquisitions. She advanced her career by moving to Ernst & Young Corporate Finance Inc. focusing on private market merger and acquisitions and working with unique situations and niche opportunities to help private companies structure capital raising. It was these experiences that highlighted the opportunity to start Invico Capital with co-founder Jason Brooks. Allison is a Director with the Private Capital Markets Association of Canada, a member of the Investment Committee at the University of Calgary and previously sat on the YWCA Board of Calgary. On a personal note, Allison is an accomplished marathon runner having completed 52 full marathons throughout the world including the Boston Marathon, New York City Marathon, Lisbon Marathon and the Paris Marathon.