• Lisa Davis, LL.B, ICD.D, CEO, PearTree Securities
Lisa Davis is the CEO of PearTree Securities, a boutique financing firm focused on the junior Canadian resource sector. Drawing on her knowledge of securities regulation gained while on secondment to the Ontario Securities Commission and as General Counsel for a specialized investment fund business, Lisa is also responsible for the legal and compliance aspects of the firm's business. She has earned her ICD.D designation from the Institute of Corporate Directors and currently serves as a director of Signature Resources Ltd. Lisa is also a past director and co-chair of the Finance & Taxation Committee of PDAC and a member of the Advisory Board for LIGHTS, a program aimed at addressing the shortage of appropriate housing for intellectually disabled citizens.
• Ron Bernbaum, LL.B, Founder & CEO, PearTree Canada
With an extensive background in law, tax and finance, Ron has blended his proven talent for recognizing, structuring and implementing innovative, yet conservative, financing structures with a sincere, lifelong dedication to supporting philanthropic causes. Amongst his accomplishments, Ron has structured and created an investment fund listed with the Hong Kong Securities and Futures Commission, a REIT listed on the American Stock Exchange, and a family of tax-efficient mutual funds for investment dealers. As early as 2004, Ron presented the use of flow through shares to philanthropists and charities as a way to reduce the after-tax cost of giving. Ron has the ability to productize tax-efficient financial products that meet both the policy and technical requirements of the tax legislation and he was the driving force in the first flow through donation transactions, the first CRA ruling and the first Revenu Quebec ruling.