Islam Shakfa

Strategic and results-driven Capital Markets leader with a proven record in business development, client relationship management, and investment promotion across North America and the MENA region. With over a decade of progressive experience in financial services, Islam specializes in alternative investments, real estate funds, and private wealth solutions.

Currently leading business growth at Clifton Blake Asset Management, he builds enduring relationships with HNWIs, brokers, and investment advisors to drive capital raising and fund positioning. His past roles have seen him spearhead sales teams, execute targeted capital market campaigns, and manage investor outreach initiatives. Adept at market analysis, investment communications, and stakeholder engagement, Islam delivers measurable value through strategic vision, analytical rigor, and operational execution.

Areas of Expertise

A portrait of trainer Islam Shakfa
A portrait of trainer Islam Shakfa

Professional Summary

Capital Markets, Comprehensive Coverage of HNW, Private Wealth, and Family Offices.

  • Capital Markets & Private Investments

  • Business Development & Revenue Growth

  • High-Net-Worth & Institutional Client Engagement

  • Real Estate Investment Trusts (REITs)

  • Mortgage Income Funds & Structured Products

  • Financial Sales Strategy & Team Leadership

  • Investor Relations & Capital Raising

  • Market Research & Competitive Analysis

  • Strategic Partnerships & Deal Origination

  • Cross-Functional Collaboration

Training Programs Delivered

Islam is frequently invited to deliver internal training and onboarding on:

  • Capital Markets Fundamentals and Product Structuring

  • Client Acquisition Strategy for HNW & Institutional Segments

  • Effective Sales Pitching & CRM Optimization

  • REIT & Private Mortgage Fund Promotion Techniques

  • Investment Communication and Presentation Best Practices

  • Navigating Regulatory Certifications in Canadian Financial Services

Professional Qualifications, Education and Accreditation

  • Education

    • Western University, Canada

    • Bachelor of Arts in Economics | 2011 – 2014

  • Certifications

    • Canadian Securities Course (CSC®) – CSI

    • Investment Funds in Canada (IFC) – CSI

    • Derivatives Fundamentals & Options Licensing Course (DFOL) – CSI

    • Conduct and Practices Handbook (CPH®) – CSI

    • What Is Generative AI? – Coursera.

  • Languages

    • English – Full Professional Proficiency

    • Arabic – Professional Working Proficiency

General Manager Lili Global – Canada