Agenda

Tuesday, November 15, 2022

8:00 AM - 9:00 AM | Registration & Networking Breakfast


8:45 AM - 9:00 AM | Opening Remarks with Co-Chairs

Speakers:
Mackenzie Regent, Co-Founder & Partner, Kalos LLP 
David Brown, Partner, WeirFoulds LLP


9:00 AM - 9:30 AM | Opening Keynote - The Big Picture: Global Private Equity Investment Outlook

An industry economist will discuss the impact of geopolitical tensions, inflation, and rising interest rates on Private Equity, and what this impact means for the outlook of the market for the year ahead.

Speaker: Benjamin Tal, Managing Director and Deputy Chief Economist, CIBC


9:30 AM - 10:15 AM | State of the Union: Private Equity Power Panel

Private Equity experts will explore key topics in the industry, including growth equity and VC trends, the current fundraising environment, and trends in the secondaries market. The panel will also examine specialist vs generalist funds, mega vs mid-market GPs, and discuss where they are allocating their assets.

Moderator: Brett House, Principal, Tesseract Advisors

Speakers:
Anastasia Elia, Senior Principal, Private Equity, IMCO
Gregg Delcourt, Chief Investment Officer, Alaris Equity Partners
Jennifer Pereira, Managing Director, Direct Private Equity, CPP Investments

Saar Pikar, Managing Director, OMERS Growth Equity


10:15 AM - 10:45 AM | Morning Networking Break


10:45 AM - 11:15 AM | Spotlight Session: GP-led Secondaries: Investment Opportunities in this Growing Asset Class

This session will provide insights into GP-led secondaries, including market evolution and drivers of growth, types of deals, key players and how to invest profitably in this asset class. 

Speaker: Rob Campbell, Head of North America, Strategic Equity, ICG 

Sponsored by    


11:30 AM - 12:30 PM | Closed Door LP & GP Workshops: Rebalancing Portfolios and Growth Strategies

These one-hour deep-dive workshops will provide LPs and GPs with practical advice on a targeted and specialized topic. The LP session will focus on Rebalancing Portfolios and the GP session will discuss Growth Strategies.  

LP Workshop  - Rebalancing Portfolios Speakers:
Eli Silberstein, Manager, Investment Research, Richter Family Office
Charlie Renzoni, Investor, OMERS Ventures

 

GP Workshop - Growth Strategies Speakers:
Jon McCarthy, Founder and Managing Partner, Venn Growth Partners
Kristian Rochon, Vice President, Regimen Equity Partners Inc.
Adam Sinukoff, Vice President, Private Equity Canada, Sagard


12:30 PM - 1:30 PM | Networking Lunch


1:45 PM - 2:30 PM | Business Sectors Ripe for Growth: Exploring Technology, Infrastructure and More!

This panel will explore investment strategies in growing sectors, including infrastructure, technology, and life sciences. Where are the best areas for reward, and how can risks be mitigated in these booming markets? How are investors rebalancing their portfolios to incorporate these growing sectors?

Moderator: Shawna Carter, Consultant, Egon Zehnder

Speakers:
Nolan J. Bederman, Founder & Managing Partner, Bederman Capital Corp.
Michael Notto, Partner, Growth Equity, BDC Capital
Brenda Hogan, Chief Investment Officer, Ontario Capital Growth Corporation


2:30 PM - 3:00 PM | Spotlight Session: Incorporating co-investments into a private equity portfolio

Co-investments have taken on a growing role in limited partners’ private equity portfolios.  The session will discuss the important considerations and strategies needed to develop a successful co-investment program and cover the risks and benefits when undertaking a co-investment portfolio.

Moderator: David Gregoire, Vice President, Global Institutional Sales Consultant, Federated Hermes

Speakers:
Steve Reynard, Partner, Hermes GPE
Brooks Harrington, Head of US Investments, Hermes GPE

Sponsored by    


3:00 PM - 3:30 PM | Afternoon Networking Break


3:30 PM - 4:15 PM | Middle Market in Private Equity – Challenges and Opportunities

Mid-market firms are surging as they offer plenty of appeal to investors, but they can also face unique challenges over the mega funds. This panel will focus on everything mid-market: growth and exit strategies, fundraising, talent retention, co-investments, and more!

Moderator: Thecla Sweeney, Founding Partner, Alphi Capital

Speakers:
Roman Kocur, Founder & Managing Partner, Massey Capital
Marat Altinbaev, Vice President, Banyan Capital Partners
George Rossolatos, CEO, Canadian Business Growth Fund


4:15 PM - 5:00 PM | How to Move the Needle on ESG Data Measurement in Private Equity

Leading GPs and LPs have partnered on a standardized set of ESG metrics and data reporting through the ESG Data Convergence Initiative. This panel will discuss these benchmarks, and provide examples of how they are putting these metrics into place.

Moderator: Sunil Vaswani, Head of Marketing & Client Relations, Americas, ICG

Speakers:
Catherine Isabelle, Senior Director, Responsible Investment, PSP Investments
Isaac Olowolafe Jr., Co-founder & General Partner, BKR Capital
Kookai Chaimahawong, ESG Partner, UpperStage.Capital


5:00 PM - 5:30 PM | Spotlight Session - Secondary Private Equity: Tailwind in the Current Environment

In this session, Simon Oak will provide a secondary market update and examine how several factors, including overallocation, re-up pressures, and economic uncertainty, are creating an attractive environment for secondary market participants.

SpeakerSimon Oak, Principal, Lexington Partners, a Franklin Templeton specialist investment manager

Sponsored by    


5:30 PM - 7:00 PM | Networking Cocktail Reception


7:00 PM - 9:00 PM | Gala Dinner with Fireside Chat*

7:00 PM - 7:30 PM : Fireside Chat - Evening of Recognition

Moderator: James Bradshaw, Banking Reporter for Report on Business, The Globe and Mail
Speakers:
Curtis Johansson, Partner, CAI Capital Partners
Evan Lewis, Investor Partnerships, Georgian

7:30 PM - 9:00 PM : Dinner

*additional fee may be required