Dr. Lloyd Steier

Lloyd Steier, PhD, is a Professor of Strategic Management and Organization at the University of Alberta School of Business.  He also holds a Distinguished Chair in Entrepreneurship and Family Enterprise.  His research interests and publications span family business, strategic management, organizational theory, entrepreneurship, and corporate governance.  He has experience in teaching and program development at the undergraduate, Executive MBA, MBA, PHD, executive and family outreach levels. Recently, he taught one-day courses to senior family business advisors in New York, Chicago, and London.   Lloyd has also worked with numerous public and private sector organizations in advisory, speaker, consulting, and executive development roles.  He holds an ICD designation for the Institute of Corporate Directors as well as advanced certificates in family business advising from the Family Firm Institute.

Broadly, Professor Steier’s academic work has contributed to further establishing family business as a field of study within University settings. Practically speaking— through unraveling the dynamics of success and failure within this important realm of economic activity—Professor Steier’s research program has provided important insights into central aspects of entrepreneurialism that have contributed to economic development and societal wealth creation.  Lloyd is one of the co-founders and hosts of the international Theories of Family Enterprise Academic Conference held annually since 2001. He has been a co-editor of numerous special issue publications on Family Business in Entrepreneurship Theory and Practice, and was also a co-editor for special issues on Family Business in the Journal of Business Venturing as well as Strategic Entrepreneurship Journal.   He has authored or co-authored numerous research articles related to family business, for example:  a 2009 Family Business Review article “Family Business Research in the New Millennium” —utilizing a quality/quantity index of publications in 30 management journals—ranked Lloyd and the University of Alberta as number one in the individual and institutional research productivity categories.

Dr. Steier’s service portfolio includes recently serving a five-year term as Vice Dean of the University of Alberta School of Business. He was the founding Academic Director of both the Centre for Entrepreneurship and Family Enterprise and the Alberta Business Family Institute and continues to serve in those capacities. He has co-chaired a national family office conference that included some of Canada’s largest and most respected family firms. He has also served as a board member and Vice Chair of the Family Firm Institute (FFI), the leading global membership organization of individuals serving the family enterprise field with representation from over 80 countries.  He was also Vice-President of the International Family Enterprise Research Academy (IFERA).

Lloyd’s contributions to teaching, research and community service has been externally recognized.  For example, he is the recipient of a number of teaching awards.  He has been awarded Killam and McCalla Professorships.  He has been an invited Visiting Professor or lecturer at Hitosubashi University, Japan; Imperial College, London, UK.; and, University of Bordeaux, France.  He was also awarded the Barbara Hollander award, bestowed annually in honour of the Family Firm Institute’s founding President, to the individual who best exemplifies the “love of education and learning, commitment to social causes, dedication to civic responsibility, and belief in human capacity to change for the better.”  He has also been named a Fellow of both IFERA and FFI.

The GENn Team:

Kevin D. Algar, JD, CIMA®, CIM®, CFP®, CLU®, TEP, FEA

President & CEO

Dennis Nerland, Q.C.

Advisory Board Member

David V. Richards, FCPA, FCA

Advisory Board Member

Dr. Lloyd Steier, Ph.D.

Advisory Board Member

Aly Pain

Family Council Lead

Robert (Bob) Tien, CPA®, CA, BComm, BSc

Chief Financial Officer

Valerie Leibel

Senior Accountant

Jared Wolk, CFA®, CAIA®

Portfolio Manager & Chief Investment Officer *

Maximilian (Max) Fortmuller, BAA

Analyst *

Rustem Jamburbayev, CFA®

Portfolio Analyst *

Robert (Rob) Koski, CFP®

Director of Financial Planning and Risk Management

Annette Kassner

Office Manager

Larisa Wilson

Office Manager

*Denotes employees of GENn Investment Counsel Ltd.

Back to Top