Dan Blitt July 2015Daniel Blitt, Investment Committee Chair

Dan is currently a Director in the Natural Resources Investment Banking Division at Barclays Capital Canada Inc. based in Calgary. He possesses over 10 years of experience in the investment banking industry with extensive advisory and capital markets knowledge across all components of the energy sector. Dan holds a Bachelor of Commerce Degree (Finance) with distinction from the University of Calgary and is a Chartered Financial Analyst (CFA) charterholder. He lives in Calgary with his wife Melissa and their two daughters Rya and Lauren.

 Jordan Balaban Head ShotJordan Balaban, Investment Committee Member

Jordan is the Chief Financial Officer of Greengate Power Corporation, a leading wind energy project developer which developed approximately 450MW or about $1 BN of construction-ready wind power projects in Alberta since 2007. Jordan graduated from Queen’s University with a Bachelor of Commerce and was an Academic All-Canadian while playing on the Queen’s Men’s Basketball Team. He is involved in a number of charitable organizations including being a Board member of the Calgary Jewish Federation and currently serving as Treasurer.

  Warren Book casualWarren Book, Investment Committee Member & JCFC Accounting Consultant

Warren has recently retired as the Vice President Finance (CFO) of First Calgary Financial Credit Union.  His career experience of almost forty years also included working in public practice as a Chartered Accountant, working as financial institution regulator, and treasury and investment management.  Warren has been heavily involved in charitable and community endeavours and currently sits on the board of directors of two local not-for-profit organizations.

 

Franklin Eldridge, Investment Committee Member

Franklin has worked as an Associate, Acquisitions & Divestitures for Peters & Co. Limited since 2011. He has a Bachelor of Commerce (Petroleum Land Management) with distinction from the University of Calgary (2007) and an MBA from Queens University (2011). He was previously a volunteer football coach with the University of Calgary as well as several Calgary high school and community based teams.

 image001Adam Hoffman, Investment Committee Member

Adam Hoffman was called to the Alberta Bar in 2007 and joined Shea Nerland Calnan LLP after articling with the same firm. Adam’s professional focus is tax optimization with particular emphasis on business reorganizations and asset protection. Adam also has experience in charity law and estate administration. Adam has three years of experience as a professional trustee for managing private wealth. Adam volunteers for several charitable organizations and is a member of the Canadian Bar Association, the Law Society of Alberta, the International Fiscal Association, the Canadian Tax Foundation, the Society of Trust and Estate Practitioners and the Canadian Petroleum Tax Society.

 

Micah Landes, Investment Committee Member

Micah graduated with a degree in Political Science from the University of Winnipeg in 2004.  He began his career in the financial services industry at a leading investment management firm in Toronto.  In 2006 he led the expansion of the national sales division at a Toronto high net worth investment manager.  After gaining significant experience in capital markets, corporate finance and private equity, he joined a leading global investment management firm in 2009, with whom he relocated to Calgary in 2011 as District Vice President.  Micah holds both the Chartered Investment Manager (CIM) and Financial Management Advisor (FMA) designations under the Canadian Securities Institute of Canada. He enjoys volunteering his time with various organizations in his community.

Stuart Myron, Chair of the Board

Stuart Myron is well known in the community having served the Beth Tzedec Congregation consecutively for more than a dozen years in the position of Director and a member of the Executive in the roles of Treasurer, Vice President Finance, President and currently holding the position of Past President. Stuart holds a Masters of Business Administration degree and served for six years as a Trustee of Co-operators Pension Plan holding assets in excess of one half billion dollars.

 MartinMartin Molyneaux, Investment Committee Member

As the Director of Institutional Research for one of Canada’s pre-imminent energy-focused, full-service investment banking firms, Martin maintains in-depth coverage of key leading oil and gas producers, including integrated companies and international explorers based in Canada. He was named Canada’s top oil and gas analyst in the 2010 Brendan Woods survey. Martin is an active member of the community, and has served on the boards of the Calgary Arts Development Authority, Theatre Junction, and Weizmann Canada. Martin, his wife and three sons are enthusiastic philanthropists, committed as a family to practicing the values of tzedakah and tikkun olam.

 Richard Nagan, Investment Committee Member

Richard graduated from the University of Calgary in 1996 with a Bachelors of Commerce degree and his experience in the Canadian investment industry spans two decades. He began his career in the investment industry in 1994 with Nesbitt Burns, and following a lengthy time at TD Waterhouse, recently moved with his team to RBC Dominion Securities. His background with major Canadian investment dealers has provided him with a well-rounded, conservative perspective on investment management and a proven track record for managing clients’ wealth. He enjoys seeing his clients succeed, and has a passion for investment results. Richard lives in Calgary with his wife Kimberly, and their two boys, Liam and Seth.

 Mark Shilling, Treasurer

Mark graduated from the University of Toronto with a Bachelor of Commerce degree in 1980. He articled with the accounting firm of Arthur Andersen & Co., obtaining his CA designation in 1982. Mark joined the firm of Canadian Wealth Management in 1984 where he remained as a partner until the firm was sold to Societe General in 2008. He consulted to the firm until September 2010. He now provides independent financial advice on a fee basis. Throughout his career Mark has served as a Director of many junior oil and gas companies, and as a Founder of a number of Junior Capital Pool companies.

 Paul 2Paul Wheaton, Investment Committee Member

Paul is an investment counsellor in the Private Client Group with Mawer Investment Management.  Prior to joining Mawer, Paul was a member of the client service team for ten years at Gluskin Sheff + Associates Inc., most recently in the role of Vice President, Risk Management and Client Service.  Paul is a CFA Charterholder, licensed Portfolio Manager and holds a Honours Bachelor of Business Administration, with Distinction, from Wilfrid Laurier University.  Paul also volunteers as a Director of the Board for  Theatre Junction, and is an avid mountaineer and hiker.

Bettina Liverant Zeisler, Past Chair

Bettina is an adjunct associate professor at the University of Calgary in the Department of History, with a PhD in Canadian history, specializing in Canadian history and in the history of consumer society.  Bettina has served in a range of community leadership positions, and was recently named a director emeritus of the Calgary Pro Musica Society in recognition of her contributions. Bettina became a member of the board of the JCFC in October of 2010, and was elected as Chair in October of 2011.  Bettina and her husband, Leib Zeisler, are members of Congregation Beth Tzedec and proud parents of three children.

 

Leib Zeisler, Investment Committee Member

Leib Zeisler has been developing portfolios for clients at RBC Dominion Securities since 1984. He has been a Vice President of RBC DS since 1997 and a member of the Executive Council for the past eighteen years. Leib served on the board of the JCFC from 2003-2010, and has been a member of the Investment Committee since 2004. Leib believes that the JCFC’s investment mandate should balance the opportunities provided by our very long term investment horizon with the Foundation’s need to generate income for yearly distributions.