Private Markets Forum 2024

April 15 - 17, 2024
Four Seasons Hotel, Montréal QC

Gold Sponsors

AXA Investment Managers


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Aviva Investors


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Schroders


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Silver Sponsors

Arjun Infrastructure
Partners

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Ardian

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Antin Infrastructure
Partners

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BMO Asset
Management

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CIBC Mellon

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Fiera Capital

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Fiera Private Debt

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GCM Grosvenor


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Hamilton Lane



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HarbourVest



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J.P. Morgan Asset Management


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Polen Capital


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Quinbrook Infrastructure Partner

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RISE Properties Trust


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SLC Management


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Trez Capital


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Woodbourne


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Ninepoint Partners and Nuveen Real Estate

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Keynote Intro Sponsor

Cortland Credit


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Networking Break Sponsor

Pictet Asset Management

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Cocktail Reception Sponsor

Fidelity Canada Institutional

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Welcome Reception Sponsor

TPG

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Why sponsor

Showcase your firm’s thought leadership in front of key decision makers from institutional investors

Engage clients, understand emerging needs and customize solutions

Connect with prospects and clients through in-person setting and build lasting business relationships

Enhance brand awareness through pre-event and on-site marketing exposures

To discuss and secure your firm’s sponsorship, please inquire

Inquire about sponsorship

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

Aviva Investors is a leading global asset manager that combines the breadth of our multi-asset, private and public market capabilities to deliver solutions that are designed to last. We operate across 9 countries with over USD $309* bn of AUM.

With an approach rooted in the principles of collaboration and commitment, we are experts in connecting the right investment capabilities with individual client needs. We use the full scope of our capabilities to design solutions that last – solutions that start with you.

The value of an investment is subject to increases and decreases. Investors may not recover the amount originally invested. * Data as at 31 March 2025.

Schroders Capital is the private markets investment division of Schroders, one of the world’s leading asset managers. It offers investors a local approach to investing across a broad range of private asset strategies, supported by a global perspective.

Schroders Capital is a business built to provide investors with access to a broad range of private asset investment opportunities, portfolio building blocks and customised private asset strategies. Its team has been operating in private markets for over two decades, focusing on achieving best-in-class, risk-adjusted returns and executing investments through a combination of direct investment capabilities and broader solutions in all private market asset classes, through comingled funds and customised private asset mandates. The team aims to achieve sustainable returns through a rigorous approach and in alignment with a culture characterised by performance, collaboration and integrity.

With over $65 billion* assets under management, Schroders Capital offers a diversified range of investment strategies, including real estate, private equity, secondaries, venture capital, infrastructure, securitized products and asset-based finance, private debt, insurance-linked securities and BlueOrchard (Impact Specialists).

Arjun Infrastructure is an independent infrastructure asset management firm founded in 2015, with over €7.8 billion of AUM and offices in London and Paris. Arjun focuses on European core and core-plus mid-market infrastructure, diversified by sector and geography, and provides access through funds and separately managed accounts.
Arjun invests in essential infrastructure that supports society across digital, renewables, transport, utilities, and circular economy. With a disciplined approach to asset selection, Arjun targets assets with stable cash flows in sectors with high barriers to entry.
Arjun’s team of around 40 includes professionals with prior senior operational experience at major infrastructure operators. The firm maintains a strong focus on sustainability as part of its long-term, responsible asset management approach.

In a world of constant evolution, Ardian stands out for its ability to anticipate, adapt, and turn challenges into opportunities. As a global, diversified private markets firm with 20 offices and more than 350 investment professionals worldwide, we provide investment and customized solutions that reflect new economic dynamics and help our clients remain resilient in a changing world.
We deliver multi-local expertise and long-term performance for our investors and partners as well as shared value for the broader society. Since Ardian’s inception in 1996, our pioneering approach to diversification and our ability to offer tailor-made solutions at scale have remained the heart of our strategy.

Through commitment, knowledge and technology, we bring lasting value to our companies and contribute positively to the whole industry.
Ardian currently manages or advises $196bn for more than 1,890 clients worldwide across Private Equity, Real Assets, and Credit.
Ardian. Mastering change for lasting value.
ardian.com

Antin Infrastructure Partners is a leading private equity firm focused on infrastructure. With over €30 billion in assets under management across its Flagship, Mid Cap and NextGen investment strategies, Antin targets investments in the energy and environment, digital, transport and social infrastructure sectors. With offices in Paris, London, New York, Singapore, Seoul and Luxembourg, Antin employs over 220 professionals dedicated to growing, improving and transforming infrastructure businesses while delivering long-term value to portfolio companies and investors. Majority owned by its partners, Antin is listed on Euronext Paris (Ticker: ANTIN – ISIN: FR0014005AL0).

BMO Asset Management is a multi-asset management business in Canada with over $158 billion on behalf of an array of Canadian clients. As a wholly owned subsidiary of BMO Financial Group, BMO AM enjoys the solid backing of a world class financial institution with a strong financial position. The business has a long and successful track record of managing portfolios at various levels, across a wide variety of asset classes and for unique client needs. BMO AM specializes in finding institutional quality solutions for: Foundations, Endowments, Indigenous trusts, Religious orders, Not for profits, Insurance companies, and Pension plans. Dedicated in its commitment to being a responsible investor, the business has a long heritage in responsible investing and is a long-standing member of the United Nations Principles for Responsible Investing (UNPRI).
The business has a long and successful track record of managing portfolios at various levels, across a wide variety of asset classes and for unique client needs. BMO AM specializes in finding institutional quality solutions for: Foundations, Endowments, Aboriginal trusts, Religious orders, Not for profits, Insurance companies, and Pension plans. Dedicated in its commitment to being a responsible investor, the business has a long heritage in responsible investing and is a long-standing member of the United Nations Principles for Responsible Investing (UNPRI).

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

Fiera Capital Corporation is an independent asset management firm with a growing global presence and approximately C$164.1 billion in AUM as at December 31, 2025. We deliver disciplined, high-conviction investment solutions across public and private markets, differentiated by world-class investment talent, to create lasting value and stability in dynamic global markets.

Fiera Private Debt, a subsidiary of Fiera Capital Corporation offers investment solutions to a wide range of investors through three private debt strategies.

Our Corporate Private Debt Funds offer portfolios of directly originated senior secured loans made to mid-market companies for acquisitions, refinancing, growth capital, management buyouts, expansions capex or project financing.

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. 

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.

HarbourVest is a private markets firm with 40+ years of experience and insight, with interwoven skills across asset classes, and relationships that build futures.
We have been investing for four decades across primary, secondary, direct co-investments, infrastructure and real assets, and private credit. We partner strategically to find opportunities based on our core strengths. Our partners, and our people, come first.

At J.P. Morgan Asset Management, we believe investors deserve an expert global partner they can trust to step up and deliver strong outcomes. From the largest institutional investors around the world to financial advisors around the corner, our clients rely on the power of perspective to help build stronger portfolios and solve their toughest challenges. Our perspective draws on knowledge earned over a century of investing through every market cycle. Today, with market intelligence trusted the world over, we offer deep, actionable insights. From our vantage point, we strive to see correlations others miss and seize opportunities that our global, connected view can deliver. Through our fully ESG-integrated investment platform, enhanced investment stewardship, and range of ESG-focused strategies, we invest for sustainable return in a sustainable world. Our clients trust us to manage $2.9 trillion in assets to secure what matters most to the individuals, families, companies, and communities they serve. To make the most of retirements. To help protect endowments. To strengthen returns. To enjoy hard-earned success. To any challenge our clients face, we say, Let’s Solve It.

Offering equity and credit investment solutions, Polen Capital is a global investment firm managing approximately $61 billion in assets (as of September 30, 2023) for institutions, financial advisors, and individuals seeking high-quality, active, concentrated strategies built for the long term. Polen has four autonomous investment teams, Large Company Growth, Small Company Growth, Emerging Markets Growth, and Credit, with offices in Boca Raton, Fla., Boston, London, and Hong Kong. Since 1989, Polen has built a distinctive culture aligned with its mission of preserving and growing clients’ assets to protect their present and enable their future. The firm has been recognized by Pensions & Investments as one of the industry’s “Best Places to Work” for each of the past eight consecutive years. For more information, visit www.polencapital.com or follow us on LinkedIn.

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.

Since 2012, the RISE REIT has provided tax efficient exposure (return of capital) to the US Pacific Northwest apartment markets, for Canadian investors. The Firm was founded by Dave Kirzinger, who has a 30+ year career in multi-family real estate. Dave played professional sports and is a Stanford MBA. RISE manages approximately $2.8 billion CAD in apartment assets across both wholly-owned and joint ventures with global institutions. RISE REIT Unitholders & Partners include direct investors, advisors, portfolio managers, family offices, banks & insurance companies and other sources of investment capital. Fund assets are approximately $400 million CAD. RISE owns and manages 36 apartments in the metro/surrounding areas of Seattle, WA & Portland, OR – both cities home to a diversified set of technology, service, manufacturing & healthcare employers. We believe RISE stands out in our industry based on our philosophy & practice to: remain a significant lead investor in our target markets, take measures to value assets realistically, alignment with unitholders, maintain a healthy conservative balance sheet, and to demonstrate institutional-level transparency & accountability to our global joint venture partners and unitholders. Dave Kirzinger, MBA Founder & Board Chair of RISE is based in Victoria, BC and our CEO Barrett Sigmund, MBA is based in Seattle alongside our acquisition, operations, financing and other investment related groups. RISE Sales & Investor Relations teams are based in Toronto.

Figures quoted in the company description are as of January 15, 2024 and are subject to change over time. Units of the RISE REIT are sold by Offering Memorandum.

SLC Management is a global institutional asset manager 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 our group of companies: SLC Fixed Income, BGO, Crescent Capital Group, InfraRed Capital Partners and Advisors Asset Management.

Crescent is a global credit investment manager with over $C68 billion of assets under management as of December 31, 2025. For over 30 years, the firm has focused on non- investment grade credit through strategies that invest in marketable and privately originated debt securities including senior bank loans, high yield bonds, as well as private senior, unitranche and junior debt securities. Crescent is headquartered in Los Angeles with offices in New York, Boston, Chicago, London and Frankfurt with over 250 employees globally. For more information about Crescent, visit www.crescentcap.com.

As of December 31, 2025, SLC Management has assets under management of C$425 billion. For more information, visit www.slcmanagement.com.

AUM as of December 31, 2025. Total firm AUM includes assets managed by the SLC Management group of companies on behalf of external clients, and the Sun Life General Account. AUM includes unfunded commitments, cash, equity, and other balances. Total firm AUM excludes assets under administration. The methodologies used to compile the total AUM are subject to change and may not reflect regulatory AUM. More information is available upon request.

Trez Capital | Delivering Results for Investors & Borrowers for more than 25 years.

Trez Capital is one of the leading private commercial real estate financiers in Canada and the United States. Founded by Morley Greene in 1997, Trez Capital has built a reputation for providing innovative financing for commercial properties in major centres throughout Canada and the U.S. We have earned the trust of a growing network of borrowers, partners and investors, including some of Canada’s largest pension funds, by applying rigorous institutional-grade underwriting to generate attractive yields and stable sources of income.

We offer private and institutional investors strategies to invest in a variety of mortgage funds, syndication offerings and real estate joint-venture investments. From debt to equity, open-ended trusts, closed-ended L.P.s, separately managed portfolios, and syndications across the capital stack, Trez Capital is an expert in finding the right opportunities for our investors.

We continually seek to uncover the most favourable investment opportunities for our investors. This means we don’t follow a ‘pack mentality’ when we’re looking for real estate-based investment opportunities to bring to market. We often find extremely attractive investment prospects in areas that others have overlooked. 

Woodbourne is a leading investor, operator and developer of purpose-built multifamily, seniors’ housing, student housing, self-storage and other niche real estate assets located predominantly in urban areas across Canada. Woodbourne invests on behalf of a broad base of institutional investors across the globe, including public and private pension funds, endowments, foundations, and funds of funds. Woodbourne has invested in over 100 transactions diversified across nine Canadian provinces.

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 $6.7 billion (CAD) in assets and institutional contracts, we are among the largest independent asset management firms in Canada.

Ninepoint is the Canadian partner of Nuveen Real Estate and recently launched the Nuveen-Ninepoint Global Real Estate Fund LP, a private real estate offering for Canadian institutional investors. The multi-strategy fund invests in established real estate mandates managed by Nuveen across the industrial, multifamily, retail and workplace/office sectors.


Nuveen Real Estate is one of the largest investment managers in the world with $141 billion of assets under management.

Managing a suite of funds and mandates, across both public and private investments, and spanning both debt and equity across diverse geographies and investment styles, we provide access to every aspect of real estate investing.

With over 90 years of real estate investing experience and more than 750 employees* located across 30+ cities throughout the United States, Europe and Asia Pacific, the platform offers global reach with deep sector expertise, providing investors access to high quality investments across the private real estate investment landscape.

For further information, please visit us at nuveen.com/realestate

* Includes 360+ real estate investment professionals, supported by a further 414 Nuveen employees. Source: Nuveen, 31 December 2024.

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.

Founded in Geneva in 1805, Pictet is a globally recognized independent leader in wealth and asset management, with a network of 31 offices worldwide, including a proud presence in Canada since 1974. Managing over USD 950 billion* in assets, Pictet provides a distinctive range of innovative investment solutions, focusing on areas where we create the most value for our clients. Our expertise spans thematic and specialist equities, emerging markets, European private assets, and hedge funds, offering tailored strategies designed to meet the diverse and evolving needs of investors.

With more than two centuries of experience, Pictet seamlessly blends forward-looking innovation with deep global market expertise to help clients navigate complexity and achieve their financial goals. Anchored by a commitment to excellence, independence, and a long-term perspective, Pictet is dedicated to building lasting partnerships and delivering sustainable value for clients, while preserving and growing wealth for generations to come.

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.

TPG is a leading global alternative asset management firm, founded in San Francisco in 1992, with $222 billion of assets under management and investment and operational teams around the world. TPG invests across six multi-strategy platforms: Capital, Growth, Impact, TPG Angelo Gordon, Real Estate, and Market Solutions. Our unique strategy is driven by collaboration, innovation, and inclusion. Our teams combine deep product and sector experience with broad capabilities and expertise to develop differentiated insights and add value for our fund investors, portfolio companies, management teams, and communities.