Private Markets Forum 2025

April 7 – 9, 2025
Four Seasons Hotel, Toronto ON

Gold Sponsors

Aviva Investors

AXA Investment Managers

Franklin Templeton

Tikehau Capital

Silver Sponsors

Arjun Infrastructure

Adams Street Partners

Baillie Gifford

BlackRock

Fiera Capital

CIBC Mellon

Desjardins Global Asset Management

HarbourVest

IFM Investors

J.P. Morgan Asset Management

Ninety One

Macquarie Asset Management

Ninepoint partners and
nuveen real Estate

RISE Properties

Spotlight Development

SLC Management

Schroders

Keynote Intro Sponsor

Goldman Sachs Asset Management

Cocktail Reception Sponsor

Fidelity Canada Institutional

Lanyard Sponsor

Networking Break Sponsor

Pictet Asset Management

Lunch Sponsor

Cortland Credit

Breakfast Sponsor

Centurion Asset Management Inc.

Welcome Reception Sponsor

Broccolini

WIFI Sponsor

Quinbrook

Charging Station Sponsor

Supporting Event Partners

The Investment Diversity Exchange

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

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.

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

At Franklin Templeton, we provide access to a US$250+ billion private markets investment platform backed by specialist investment managers with deep expertise in their respective domain. Our alternatives platform extends beyond traditional investments covering an expansive footprint and specialized capabilities across asset classes, structures and investment outcomes. From private equity to private debt, venture capital, real estate and more, we offer a comprehensive range of alternative investment solutions. Today we are among the world’s largest asset managers with offices in major financial markets, serving clients in more than 150 countries, and managing nearly $1.54 trillion in assets*. (*AUM is in USD as of 30 April 2025)

Tikehau Capital is a global alternative asset management Group with €51.0 billion of assets under management (as of 30 June 2025). Tikehau Capital has developed a wide range of expertise across four asset classes (credit, 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 shareholders’ equity as of 30 June 2025), 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 735 employees (as of 30 June 2025) across its 17 offices in Europe, the Middle East, Asia and North America. Tikehau Capital is listed in compartment A of the regulated Euronext Paris market (ISIN code: FR0013230612; Ticker: TKO.FP). For more information, please visit: www.tikehaucapital.com.

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.

Adams Street Partners is a global private markets investment manager with investments in more than 30 countries across five continents. The firm is 100% employee-owned and has $62 billion in assets under management across primary, secondary, growth equity, credit, and co-investment strategies. Adams Street strives to generate actionable investment insights across market cycles by drawing on over 50 years of private markets experience, proprietary intelligence, and trusted relationships. Adams Street has offices in Austin, Beijing, Boston, Chicago, London, Menlo Park, Munich, New York, Seoul, Singapore, Sydney, Tokyo, and Toronto. adamsstreetpartners.com

Baillie Gifford manages assets for over 50 Canadian clients. The firm has been in business for more than 110 years and is one of the leading privately owned investment management firms in the UK.

We have been managing money for Canadian clients for over 30 years and provide a variety of international, emerging markets, global, and private equity portfolios for public and corporate pension plans in Canada, as well as a variety of non-pension sponsors.

The success of the firm has been largely built on the simple foundations of good performance, good service and low staff turnover. Independent ownership allows us to focus on the key areas of investment performance and proactive client service. Our partnership structure fosters stability and loyalty in our people and as investment management is our only business, we have no conflicts of interest, which gives an extra clear focus to our clients’ needs.

Our structure combines the best of experience and international comparison. We believe that our analysis of individual businesses has added the most value for our clients. Our investors scour the world in search of new stock ideas. We spend much more time with academics and entrepreneurs than we do looking at traditional sources of investment research. We believe our approach will stand us in good stead as we embark on our second century of investment management for leading institutional clients.

*As of December 2025

Founded in 2011, ElmTree is a real estate private equity firm that specializes in funding & acquiring single tenant, mission critical build-to-suit industrial assets leased on a long-term basis to creditworthy tenants across the United States. Since inception, ElmTree has managed funds and separately managed accounts with a cumulative total investment cost of over $10 billion. ElmTree believes its build-to-suit financing program and extensive roster of developer relationships and direct corporate relationships serve as competitive advantages and allow ElmTree to source build-to-suit projects across the country.

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.

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

Established in 1998, Desjardins Global Asset Management (DGAM) is one of Canada’s largest asset managers with in-house expertise in equity, fixed income and real assets (infrastructure, real estate) across a variety of investment styles and vehicles.
DGAM manages over CAN$107 billion in institutional assets on behalf of insurance companies, pension funds, endowment funds, non-profit organizations and corporations across Canada.
With offices in Montreal, Quebec City and Toronto, our team of over 90 investment professionals uses a collaborative approach, combining innovation, accessibility and discpline to design solutions tailored to the unique needs of our clients.
*At June 30, 2024

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.

IFM Investors is a global asset manager, founded and owned by pension funds, with capabilities in infrastructure equity and debt, private credit, private equity, real estate and listed equities. Our purpose is to invest, protect and grow the long-term retirement savings of working people.
With assets under management of AUD 266.1 billion (as at 31 December 2025), we prioritise the interests of 831 institutional investors worldwide. IFM operates from 17 offices across Australia, Europe, North America and Asia.

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.

Ninety One is an independent, active global asset manager dedicated to delivering compelling outcomes for its clients, managing more than USD$170 billion in assets (as of 9/30/2024). Established in South Africa in 1991, as Investec Asset Management, Ninety One started with domestic investments in an emerging market. Following three decades of organic growth, in 2020, the firm demerged from Investec Group and became Ninety One. Today, Ninety One offers distinctive active strategies to institutions, advisors and individual investors around the world.
In the Americas, Ninety One offers a full range of investment strategies and solutions spanning equity, fixed income, multi-asset, sustainable and alternatives led by specialist teams that invest across global, emerging and frontier markets.
Ninety One aims to make a positive difference to people and the planet while delivering long-term investment returns. We do so through a robust and comprehensive integration of sustainability analysis and research into our investment processes.
For more information visit
Website
LinkedIn

Brief MAM overview and strategy offerings
Macquarie Asset Management (MAM) is a leading global asset manager, trusted by institutions, individuals and communities to responsibly manage US$4911 billion in assets. MAM provides clients with a diverse range of investment solutions that seek to deliver superior risk-adjusted returns.
We combine a long-term perspective with deep sector expertise and offer a diverse range of investment capabilities. The portfolios we manage are positioned to benefit from major structural drivers of growth, change, and opportunity across developed and emerging markets.
MAM is the asset management division of the Macquarie Group, a global financial services group. Macquarie Group is a diversified financial group providing clients with asset management, finance, banking, advisory, and risk and capital solutions across debt, equity and commodities.
1 All figures as at 31 December 2025.

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.

Penfund is one of Canada’s leading private credit managers with a history dating back to 1979. Penfund provides senior and junior capital to middle market companies throughout North America. The firm is currently investing its most recently established junior fund, Fund VII, and recently launched senior fund, Penfund Prime. Assets and capital under management exceed C$3.0 billion. We are a relationship-oriented, hold-to-maturity lender capable of committing up to C$300 million per transaction (or USD equivalent).

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.

Spotlight Development is a leading Canadian real estate firm pioneering a model that delivers affordable housing solutions while ensuring market returns for investors in multi-residential developments. Specializing in mixed-use, multi-residential rental and condominium projects, Spotlight focuses on building accessible mixed income communities. With vertically integrated development team and a project portfolio valued at $6 billion, the company is transforming urban landscapes across Canada, with more than 10 million square feet of GFA currently under development and construction.

Guided by the motto “Real Estate Empowering People”, Spotlight is committed to building complete communities around principles of sustainability, innovation, and inclusivity. The company partners with non-profits and community organizations to deliver lasting social impact by creating spaces where communities thrive. Spotlight’s visionary projects empower people and redefine urban living.

Learn more at www.SpotlightDevelopment.com.

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.

Schroders Capital offers investors access to a diverse suite of private asset opportunities, managing over $111 billion* in assets. Our specialized teams combine deep expertise in private markets with the global scale and resources of a leading asset manager. We provide investors with access to Real Estate, Infrastructure, Private Equity, and Private Debt & Credit Alternatives worldwide. Our approach unlocks investments typically hard to source elsewhere, while maintaining broad capabilities across private asset classes for our clients.
As of June 30, 2025, source: Schroders Capital

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.

Goldman Sachs Asset Management is the primary investing area within Goldman Sachs (NYSE: GS), delivering investment and advisory services across public and private markets for the world’s leading institutions, financial advisors, and individuals. The business is driven by a focus on partnership and shared success with its clients, seeking to deliver long-term investment performance drawing on its global network and deep expertise across industries and markets. Goldman Sachs Asset Management is a leading investor across fixed income, liquidity, equity, alternatives, and multi-asset solutions. Goldman Sachs oversees approximately $3.1 trillion in assets under supervision as of September 30, 2024.

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 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

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.

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.

Centurion Asset Management Inc. is Canada’s largest private apartment REIT at $ 7.7 B AUM. The REIT owns and operates 158 apartment buildings and student residences in 45 Canadian cities which encompasses over 22,100 rental units. The annualized ROR since 2009 inception is 12.5%/year with less than 50% leverage and never a down year. Centurion is uniquely positioned to continue to address Canada’s chronic housing shortage.

A third-generation, family-run business, FIRM stands as a testament to excellence, having transformed from its modest roots in residential construction into a distinguished real estate powerhouse over the past 75 years. With its vertically integrated structure, FIRM manages the entire development lifecycle with quality and care—from investment and acquisition of strategic properties to planning, building, and managing turnkey solutions for businesses of all shapes and sizes. Proudly ranked among the top 10 opportunistic real estate fund managers in the world by Pitchbook (no. 1 in Canada), FIRM has raised over $1.8B through 8 investment funds and leverages its expansive landbank across Quebec and Ontario to partner with clients to realize their vision for extraordinary properties. This end-to-end service experience gives FIRM a distinct edge, building lasting relationships and delivering superior results.

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.

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