Private Markets Forum 2023

April 24 - 26, 2023
Omni Hotel Mont-Royal, Montréal QC

Gold Sponsor

Aviva Investors


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AXA INvestment managers

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Schroder Investment Management

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Silver Sponsors

BNP Paribas Asset Management

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CIBC MELLON


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Cortland Credit


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Fiera Capital


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Franklin Templeton

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Hamilton Lane

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Macquarie Asset Management

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Ninepoint

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PCCP LLC


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Quinbrook Infrastructure Partners

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SLC MANAGEMENT


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Tikehau Capital


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Bronze Sponsors

Fidelity Institutional canada

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Canadian Urban Limited

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GCM Grosvenor


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Pictet Asset Management

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Aviva Investors is a global asset manager with over CAD$431* bn of AUM managed in private markets, fixed income, equity, multi-asset and alternative investments in 12 countries. Our clients can benefit not only from our significant local knowledge and experience, but also from the extensive global investment resources at our disposal. Responsibility is incorporated at all levels of our organization: understanding the factors, risks and opportunities sustainability helps us to be better investors and delivering the investment results our clients expect.
The value of an investment is subject to increases and decreases. Investors may not recover the amount originally invested. * Data as at 30 September 2024

At AXA Investment Managers (“AXA IM”) our purpose is to act for human progress by investing for what matters. As a responsible asset manager, we actively invest for the long-term to help our clients, our people and the world to prosper. Our ambition is to be the world’s leading responsible asset manager. Our conviction-led approach enables us to uncover what we believe to be the best global investment opportunities across alternative and core asset classes. We are already entrusted with more than €887 billion in assets. Working as part of the AXA Group, a world leader in financial protection, our team of over 2,400 people around the world combine a range of specialist skills and experience to best serve the needs of our clients. The combination of responsible, active and long-term defines our investment philosophy, but also how we run our business, what underpins our clients’ partnerships with us, and what drives our people. AXA IM Prime (“Prime”) is the Private Markets Enabler and Hedge Funds platform of AXA IM. Through partnerships with best-in-class Private Fund Managers and Institutions, AXA IM Prime provides a comprehensive range of commingled and tailormade investment solutions designed to meet the needs of a broad range of investors and support long-term sustainable growth. We offer diversified sources of Private Market returns through primaries, secondaries, co-investments, as well as NAV financing and GP* minority stakes solutions across private equity, infrastructure equity, private debt and hedge funds. AXA IM Prime oversees circa €39bn** of assets.

(*) NAV: Net Asset value, GP : General Partners

(**) Sources: AXA IM as of 31/12/2024

Schroders Capital provides investors with access to a broad range of private asset investment opportunities, portfolio building blocks and customized private asset strategies. With over $97 billion assets under management, we combine deeply specialized teams with well-proven skills in private markets, with the scale, rigor, and resources of one of the world’s leading asset managers. We provider our investors with global access across Real Estate, Infrastructure, Private Equity and Private Debt & Credit Alternatives. This approach enables us to access investments that are often difficult to find elsewhere, while also having the broad capabilities and perspective needed to build holistic solutions and deliver tailored outcomes across private markets.

*As of June 30, 2024. Source: Schroders Capital

BNP Paribas Asset Management (‘BNPP AM’) is the investment arm of BNP Paribas, a leading banking group in Europe with international reach. BNPP AM aims to generate long-term sustainable investment returns for its clients, based on a unique sustainability-driven philosophy. BNPP AM’s investment capabilities are focused around five key strategies: High Conviction Strategies, Private Debt & Real Assets, Multi-Asset, Quantitative & Solutions (MAQS), Emerging markets and Liquidity Solutions, with investment processes incorporating quantitative and fundamental analysis.

Sustainability is embedded within BNPP AM’s strategy and investment decision-making. Among the leaders in thematic investment in Europe, BNPP AM contributes to the energy transition, environmental sustainability and the promotion of equality and inclusive growth. BNPP AM currently manages EUR 501 Billion. BNPP AM benefits from the expertise of around 500 investment professionals and around 400 client servicing specialists, serving individual, corporate and institutional clients in 69 countries.

Source: BNPP AM, as at 31 December 2022

For more information please visit bnpparibas-am.com

CIBC Mellon is a Canadian company exclusively focused on the investment servicing needs of Canadian institutional investors and international institutional investors into Canada.  As at December 31, 2024, CIBC Mellon had more than C$3 trillion of assets under administration on behalf of banks, pension funds, investment funds, corporations, governments, insurance companies, foreign insurance trusts, foundations and global financial institutions whose clients invest in Canada.  www.cibcmellon.com

Cortland Credit is a leading Canadian asset manager focused on short-term private debt. We provide financing solutions to established companies across Canada, the US and Western Europe looking to scale and develop their business.

Our expertise and collective experience in the field allow us to leverage deep origination networks and operate across the spectrum of borrowers, evaluating opportunities on a case-by-case basis. Our conservative underwriting is underpinned by strong collateral support and detailed oversight of our borrower’s operations, giving assurance to ourselves and our investors of the protection of their capital. At Cortland, we focus on senior-secured, floating rate loans that are generally less than 1 year in term, as we believe this asset class offers the best risk-adjusted returns available in private debt markets. The strategy attracts most of its AUM from Canadian institutions that use this strategy for diversification, yield enhancement and duration mitigation.

Fiera Capital Corporation is an independent asset management firm with a growing global presence. We deliver customized multi-asset solutions across public and private market asset classes to institutional, financial intermediary and private wealth clients across North America, Europe and key markets in Asia. We strive to be at the forefront of investment-management science and we are passionate about creating sustainable wealth for clients.

At Fiera Capital, we recognize that the investment landscape is constantly evolving. Our teams collaborate and seek to draw on the global industry’s most innovative and diverse offerings to craft strategies that meet the needs of every client, anywhere in the world. We have the ambition to extend our reach globally and the determination to provide the best solutions with excellence.

As a public company, we seek to adhere to the highest governance and risk management standards and operate with transparency and integrity to create value for our customers and our shareholders over the long term.

Franklin Templeton is a global investment management organization serving clients in over 165 countries. Everything Franklin Templeton does has a single focus: to deliver better client outcomes through investment management expertise, wealth management and technology solutions. The company is made up of diverse and independent specialist investment managers that are entrepreneurial and practice true specialization. Through its specialist investment managers, the company brings extensive capabilities in equity, fixed income, multi-asset solutions and alternatives. The Investment teams are backed by global resources for analytics, sustainable investing capabilities, and risk management. With offices in more than 30 countries and approximately 1,300 investment professionals, the California-based company has 75 years of investment experience and over US$1.5 trillion (over CAN$1.9 trillion) in assets under management as of December 31, 2021. Franklin Templeton aims to offer the best of both worlds: global strength and boutique specialization. For more information, please visit franklintempleton.ca and connect with Franklin Templeton on Twitter, Facebook and LinkedIn, and read the Beyond Bulls & Bears blog.

Our purpose is simple: To provide enhanced financial well-being for those who depend on us. We do that by delivering tailored, solutions-oriented private markets exposure with superior investment returns and industry-leading client service. We’re an organization built on over 30 years of client-centricity, candor and authenticity and powered by intellectual rigor and data-driven insight.
Throughout that time, our commitment to serving those who depend on us has remained steadfast, and our focus on growth and transformation – that is, taking advantage of the opportunities afforded by this maturing asset class – has strengthened. Today, we serve 1,550+ institutional and private wealth investors around the world.

Macquarie Asset Management is a global asset manager that aims to deliver positive impact for everyone. Trusted by institutions, pension funds, governments, and individuals to manage approximately $US582 billion assets globally, we provide access to specialist investment expertise across a range of capabilities including infrastructure, green investments, real estate, agriculture & natural assets, asset finance, private credit, equities, fixed income and multi asset solutions.

Macquarie Asset Management is part of Macquarie Group, a diversified financial group providing clients with asset management, finance, banking, advisory and risk and capital solutions across debt, equity, and commodities. Founded in 1969, Macquarie Group employs approximately 20,500+ in 34 markets and is listed on the Australian Securities Exchange.

Ninepoint Partners manages unique alternative investment solutions that offer investors the benefits of better diversification. We target investment strategies that are uncorrelated from traditional asset classes, with the goal of lowering overall portfolio risk. Ninepoint Institutional Partners, a division of Ninepoint Partners LP, works with Canadian Pension Plans, Foundations, Endowments, Insurance Companies, Family Offices, and other Institutional investors to provide comprehensive alternative investment management solutions. With over $8 billion (CAD) in assets and institutional contracts and 90 employees, we are among the largest independent asset management firms in Canada. Ninepoint is the Canadian partner of Monroe Capital, a U.S. based private credit asset management firm, specializing in direct lending and opportunistic private credit investing. Monroe Capital is sub-advisor to the Ninepoint-Monroe U.S. Private Debt Fund and Ninepoint Institutional Partners is the exclusive distributor of Monroe’s private credit strategies in Canada.

Monroe Capital LLC, with approximately $15.9 billion (USD) of committed and managed capital as of December 31, 2022, is a premier boutique asset management firm specializing in private credit markets across various strategies, including direct lending, asset-based lending, specialty finance, opportunistic and structured credit, and equity. Since 2004, the firm has been successfully providing capital solutions to clients in the U.S. and Canada. Monroe prides itself on being a value-added and user-friendly partner to business owners, management, and both private equity and independent sponsors. Monroe’s platform offers a wide variety of investment products for both institutional and high net worth investors with a focus on generating high quality “alpha” returns irrespective of business or economic cycles.

Since 1998, PCCP, LLC has been providing commercial real estate debt and equity capital for middle-market real estate projects throughout the United States. PCCP has managed, Raised or invested over US$41.6bn of institutional capital and continues to pursue investment opportunities with proven operators. PCCP originates and manages all of its investments, providing capital for all major real estate product types. PCCP invests across the capital stack, from joint venture equity to senior and mezzanine debt, while seeking to identify the best risk-adjusted returns for our investors. With over US$24.2bn Assets Under Management
, PCCP is an established fiduciary for its global investors, with offices in New York, San Francisco, Atlanta and Los Angeles. Learn more about PCCP at www.pccpllc.com

Quinbrook Infrastructure Partners is a ‘value add’ investment manager with a specialist focus on the energy transformation, across low carbon and renewable energy supply, storage, grid stability, data centre, industrial and supply chain decarbonisation and related assets and businesses.

SLC Management is a global institutional asset manager of Sun Life that offers institutional investors traditional, alternative and yield-oriented investment solutions across public and private fixed income markets, as well as global real estate equity and debt and infrastructure equity. We help our clients optimize their asset allocation profile and meet their long-term income and capital appreciation objectives by leveraging our insights and deep capabilities in fixed income, alternatives and real assets through four specialty managers: SLC Fixed Income, BentallGreenOak, Crescent Capital Group and InfraRed Capital Partners.

As of March 31, 2024, SLC Management had total assets under management of C$375 billion. For more information, visit www.slcmanagement.com.

Tikehau Capital is a global alternative asset management Group with €47.1 billion of assets under management (as of 30 September 2024).

Tikehau Capital has developed a wide range of expertise across four asset classes (private debt, real assets, private equity and capital markets strategies) as well as multi-asset and special opportunities strategies. Tikehau Capital is a founder-led team with a differentiated business model, a strong balance sheet, proprietary global deal flow and a track record of backing high quality companies and executives. Deeply rooted in the real economy, Tikehau Capital provides bespoke and innovative alternative financing solutions to companies it invests in and seeks to create long-term value for its investors, while generating positive impacts on society. Leveraging its strong equity base (€3.1 billion of shareholder’s equity as of 30 June 2024), the Group invests its own capital alongside its investor clients within each of its strategies. Controlled by its managers alongside leading institutional partners, Tikehau Capital is guided by a strong entrepreneurial spirit and DNA, shared by its 767 employees (as of 30 September 2024) across its 17 offices in Europe, Middle East, Asia, and North America.

Fidelity Canada Institutional serves a diversified client base across all major asset classes, focusing on corporate and public defined benefit and defined contribution pension plans, endowments and foundations, insurance companies, MEPPS and financial institutions. Built on over 50 years of serving the needs of institutional investors worldwide, we offer active and risk-controlled disciplines including; Canadian, U.S., international and global equity, fixed-income, asset allocation, real estate and custom solutions.

Philosophy and Approach
The cornerstone of our investment philosophy is the belief that outstanding research drives results.
We believe in fundamental bottom-up research that is focused on identifying opportunities that offer stable growth through an investment cycle. Combined with prudent risk management and portfolio construction expertise, this allows us to offer best-in-class solutions aligned with our clients’ interests.
Research Excellence

We have the experience to develop the investment solutions that are right for you.

Since 1971, Canadian Urban Limited has earned a reputation as one of Canada’s most trusted real estate investment and asset management firms. With offices in Markham, Ontario and Edmonton, Alberta, Canadian Urban’s portfolio consists of prime income-producing properties located from British Columbia to Nova Scotia. Our specialization in exemplary small to mid-size properties is recognized by Morgan Stanley’s *MSCI Property Index, which ranks Canadian Urban 1st in income returns from 2000-2021 inclusive.

Our performance reflects Canadian Urban’s ability to identify, acquire and manage ‘Core’ and ‘Core-Plus’ commercial real estate with strong income and appreciation potential. With our proprietary ‘Return To Core’ program and deep analytical capability, we can quickly deploy new investment capital towards Canadian real estate opportunities which reflect our clients’ investment mandate. Institutional governance standards – including an independent fiduciary Board and external financial audits – protect our clients’ investments, which are further enhanced by our commitment to meaningful ESG (Environmental, Social, & Governance) goals within each of our business units.

Recent economic and geopolitical uncertainties continue to challenge the investment community’s ability to generate Alpha, while preserving the value of their underlying assets. Given the need for enhanced portfolio rebalancing and inflation hedging, Canadian Urban recently opened our ‘CU7’ Real Estate Fund to new investors. CU7 is founded upon a commercial real estate portfolio we’ve managed since 2011. Under our stewardship, this portfolio has generated a total return of 14.9% IRR, including a 4.9% cash yield. Canadian Urban invites qualified investors to participate in this stable, income-producing Fund.

*Morgan Stanley’s MSCI Canadian Property Index ranks Canadian Urban 1st overall for Income Returns & 5th overall in Total Returns, from 2000-2021 inclusive.

GCM Grosvenor(Nasdaq: GCMG) is a global alternative asset management solutions provider with approximately $76 billion in assets under management across private equity, infrastructure, real estate, credit, and absolute return investment strategies. The firm has specialized in alternatives for more than 50 years and is dedicated to delivering value for clients by leveraging its cross-asset class and flexible investment platform.

GCM Grosvenor’s experienced team of approximately 540 professionals serves a global client base of institutional and high net worth investors. The firm is headquartered in Chicago, with offices in New York, Toronto, London, Frankfurt, Tokyo, Hong Kong, Seoul, and Sydney.

GCM Grosvenor manages approximately $6 billion in real estate investments through a flexible investment platform to provide differentiated exposure for our clients’ real estate portfolios. Our dedicated team leverages broad connectivity throughout the real estate industry to source opportunistic middle market investments, in conjunction with both established real estate operators and investors launching new platforms. The team leverages its experience across property types, regions, and the capital stack to find creative ways to execute investments including via co-investments, joint ventures, and seeding arrangements.

For more information, visit: gcmgrosvenor.com. 

Pictet Asset Management

For more than two centuries, Pictet has been a distinguished private Swiss financial institution, evolving into a global leader with a presence in key markets, including Canada since 1974. Serving both private clients and institutional investors, our business is investment-led, centered around a long-term perspective and a dedication to exceptional client service. We take a forward-thinking and pragmatic approach to investing. As industry leaders, we are committed to staying at the forefront of investment standards and continuously enhance our processes with cutting-edge technology and, when relevant, integrate the latest scientific research into our investment process.

As long-term investors, we aim to direct capital to the real economy in a manner that improves the state of the planet. We achieve this by building responsible partnerships with our clients and the companies in which we invest. Our dedication goes beyond financial returns. We are passionate about our role as investors, actively managing our stewardship activities and engaging with the wider industry to elevate investment standards and practices. Pictet aims to deliver exceptional investment performance while maintaining a steadfast commitment to excellence and integrity in every aspect of our work. Our range of investment capabilities is pioneering and differentiated. We focus on the areas where we can add value for our clients which includes: Thematics & Specialist Equities – innovation and megatrend, investing since the 1990s; Emerging Markets – a deep and broad knowledge, investing since the mid-1980s; European Private Assets – Real Estate, Private Equity and Private Debt; and Hedge Funds – Uncorrelated and risk-focused.

Pictet has a long history in Canada with a presence spanning over 50 years. We are actively involved in diverse initiatives, including our commitment as an international sponsor to Climate Engagement Canada (CEC), a Canadian finance-led effort that drives dialogue between the financial community and corporate issuers to promote a just transition to a net-zero economy. We would welcome the opportunity to have a conversation with you and your firm. For more information, visit assetmanagement.pictet

Social media handles
Linkedin: Pictet Asset Management
Twitter: @PictetAM

Contact Information
François Forget fforget@pictet.com
(514) 518-8587

Laila Danechi ldanechi@pictet.com
(514) 294-2345

Date as 31 December 2024

Disclaimer: This marketing document is issued by Pictet Asset Management. Any investment incurs risks, including the risk of not getting back amounts initially invested. The information or data contained in this document does not constitute an offer or solicitation to buy, sell or subscribe for securities or other financial instruments. Pictet AM Inc is registered as an Exempt Market Dealer in Canada and is authorized to conduct marketing activities on behalf of Pictet Asset Management Limited (Pictet AM Ltd), Pictet Asset Management SA (Pictet AM SA) and Pictet Alternative Advisors (PAA).