Thursday, September 18, 2025
8:00 AM - 9:00 AM | Registration & Networking Breakfast
9:00 AM - 9:30 AM | Opening Keynote: The Current & Future State of Alternative Investments
The alternative investments landscape is constantly evolving to adapt to market volatility, economic shifts, and unprecedented growth. This keynote will provide insights into the latest trends and challenges in alternative investments, and offer forward-looking analysis on the future growth drivers and emerging opportunities.
9:30 AM - 10:00 AM | Spotlight Session 1*
10:00 AM - 10:45 AM | Building Resilient Portfolios: Strategies for Alternative Allocations
This panel of industry experts will explore innovative approaches to integrating alternative assets into traditional portfolios, including effective diversification strategies for balancing risk and opportunity, best practices for evaluating allocations across the asset class, and actionable takeaways for building resilient, high-performing portfolios.
10:45 AM - 11:15 AM | Spotlight Session 2*
11:15 AM - 11:45 AM | Networking Break
11:45 AM - 12:30 PM | Outlook on Private Markets: Evolutions, Trends and Opportunities
Favorable interest rates, increased deal activity, and anticipated deployment opportunities have investors being publicly optimistic on private markets. This panel will provide a wide lens overview on private markets, including the evolutions in private investing, strategies for capitalizing on the emerging opportunities in private property and infrastructure, and the economic factors shaping private market trends.
Spencer Clark, Head of Private Markets & Thematic Investments - Richter Family Office12:30 PM - 1:00 PM | Spotlight Session 3*
1:00 PM - 2:00 PM | Networking Lunch
2:00 PM - 2:45 PM | Real Assets Reimagined: The New Risks and Returns in Real Estate & Infrastructure
Real estate and infrastructure remain essential for diversified portfolios, as creative investors look for opportunities even in challenging markets. This panel will discuss the innovative ways investors are approaching these assets, including renewable infrastructure, private real estate, and niche sectors, as well as provide analysis on how broader economic factors, such as shifting demographics and supply chain dynamics, are shaping the future of real estate and infrastructure investments.
2:45 PM - 3:15 PM | Spotlight Session 4*
3:15 PM - 4:00 PM | Technology Tools: How to Use AI to Optimize Portfolios
AI is emerging as a game-changer for investors for portfolio optimization and fund management. AI-driven technology is revolutionizing digital tools for the alternative investment space, especially in real estate and private equity investments. These tools are opening up new possibilities in reporting, value creation and deal activity data, but they are also opening up questions on governance, implications, and risk. This panel of experts will analyze how investors are leveraging AI, the emerging opportunities and challenges, and the lessons generated from these digital transformations.
4:00 PM - 4:30 PM | Spotlight Session 5*
4:30 PM - 5:15 PM | Indigenous Perspective: Overview on Indigenous Investments Strategies
This session will offer an Indigenous perspective on alternative investments, and explore how First Nations-led projects and Indigenous initiatives are transforming this landscape, especially in infrastructure, real estate, and private equity. Attendees will learn how indigenous groups are partnering with asset managers and institutional investors for co-investment opportunities, and how investors are engaging in reconciliation efforts while still achieving attractive returns.
Travis Seymour, Chief Executive Officer - First Nations Market Housing FundMindy Wight, Chief Executive Officer - Nch’ḵay̓ Development Corporation
5:15 PM - 6:15 PM | Networking Reception
6:30 PM - 8:30 PM | VIP Dinner
The hosted VIP Gala Dinner provides attendees with the opportunity to connect in a meaningful way with colleagues and industry experts, and will be held at the charming Pillar & Post's Barn.
Friday, September 19, 2025
8:00 AM - 9:00 AM | Registration & Networking Breakfast
9:00 AM - 9:30 AM | Morning Keynote: Macro Trends: Lessons from the Global Economy
Volatile financial markets, geopolitical instability, and inflationary pressures are known concerns for investors, but what about the unknown risks? What challenges will emerge in the upcoming year as a result of shifting demographics and changing legislation? Where are the global opportunities, and what lessons can investors learn by looking outside their borders? This expert keynote will delve into these questions, and provide their takeaways on current macro-economic trends.9:30 AM - 10:15 AM | Unlocking the Potential of Private Equity: Predictions and Best Practices for Venture Capital, Private Equity, and Secondaries
The landscape of secondary investments is rapidly evolving, and presents unique opportunities and potential for investors – if they know how to unlock it. This dynamic panel of experts will break down the current best practices for venture capital and private equity, including exit strategies, deal activity, and valuations, and will provide their predictions for financing environments and capital deployment.
10:15 AM - 10:45 AM | Spotlight Session 6*
10:45 AM - 11:30 AM | Investing with Impact: Innovations and Opportunities in Philanthropic Investing
This panel will provide an in-depth discussion on the innovations happening in the philanthropic investing world, including how family offices and asset owners can seize opportunities in private markets, community funding and real estate initiatives, and how alternative investments are being used to achieve impact goals. Learn how emerging trends in catalytic capital and financial inclusion are paving the way for investors to meet the dual objectives of doing good while making good on returns.
Tracey Robertson, Lead, Innovation - Ontario Trillium FoundationArti Freeman, President and CEO - Definity Foundation
Charles Buck, CEO - United Church Funds
11:30 AM | Close of Conference
*Hosted by leading Asset Managers, these Spotlight Sessions will provide nuanced analysis on critical topics in Alternative Investments, such as Opportunities in Direct Lending; Hedge Fund Strategies; Evolutions in LP/GP Dynamics; Growth of Infrastructure Secondaries, and more!