Private Markets Forum 2025

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

Gold Sponsors

Aviva Investors

Franklin Templeton

Tikehau Capital

Silver Sponsors

Arjun Infrastructure

Fiera Capital

CIBC Mellon

Desjardins Global Asset Management

IFM Investors

J.P. Morgan Asset Management

Ninety One

Macquarie Asset Management

RISE Properties

SLC Management

Keynote Intro Sponsor

Goldman Sachs Asset Management

Lanyard Sponsor

Networking Break Sponsor

Pictet Asset Management

Association Partner

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 global asset manager with over £218 bn* of AUM managed in real asset, 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 in ESG 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 2023

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.

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.

Arjun Infrastructure Partners (‘Arjun’) is an infrastructure fund manager founded in 2015, with over €5.7 billion of assets under management and offices in London and Paris. Arjun is focused on European core and core-plus mid-market infrastructure diversified by sector and geography, which it offers through funds and separately managed accounts. Capital invested by Arjun since inception has been deployed across 22 investments/platforms including renewables, utilities, transportation and digital. Our team of 40 professionals has extensive operational and financial experience.

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.

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 September 30, 2024, CIBC Mellon had more than C$2.9 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.

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

Owned by pension funds. Inspired by their members. Our purpose is to invest, protect and grow the long-term retirement savings of working people. We prioritise the interests of like-minded investors worldwide who aim to build a real and lasting impact by focusing on assets that combine excellent long[1]term risk/reward characteristics with broad economic, environmental and social benefits to the community. Operating globally from offices in Melbourne, Sydney, London, Berlin, Zurich, Amsterdam, New York, Hong Kong, Seoul, Tokyo and Milan, IFM manages investments across infrastructure, debt, listed equities and private equity assets. For more information, visit ifminvestors.com

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

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.

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.

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.

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.

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

Pictet stands as a distinguished private Swiss financial institution with a global presence, including Canada, with USD 761 BN in total AUM or custody as of 31 March 2024. Our range of investment capabilities is pioneering and differentiated. We don’t do everything, rather we focus on the areas where we can add value for our clients. Pictet’s strategic capabilities are thematics & impact investing, quantitative and AI driven solutions, hedge funds and private assets.

Thematics & Impact Investing – Innovation driven by megatrends

Since the 1990s, our innovative thematic equity strategies have offered investors the opportunity to capitalise on the most powerful trends shaping our world. This approach has evolved into high-impact solutions investing in the transition to a sustainable future.

Quantitative and AI driven solutions

We offer evidence-based and scalable products and solutions by leveraging on the power of data & technology to deliver sustainable investment performance.

Hedge Funds- Uncorrelated and risk-focused

Focus on consistent, uncorrelated returns throughout cycles. Each strategy is managed by a highly focused and well-supported portfolio team. Our single-strategy offering spans market-neutral and directional equities as well as relative-value and event-driven fixed income. We have demonstrated uncommon strength in defensive strategies.

Private Assets

Whether in European Real Estate, Private Equity or Private Debt, our private asset franchise effectively utilizes Pictet’s extensive network of 19 offices across Europe and solid reputation with clients. This allows the investment teams to identify and engage in appealing off-market transactions and referrals. These transactions, and our dedicated local teams, bring substantial value to our European private market strategies.

For more information, visit assetmanagement.pictet