Private Markets Forum 2022

April 25 – 27, 2022
Fairmont Château Laurier, Ottawa

Platinum Sponsor

Tikehau Capital

Gold Sponsors

Schroders Capital

Instar Asset Management

Silver Sponsors

Franklin Templeton

Fiera Capital

GCM Grosvenor

Ninepoint

PCCP, LLC

SLC Management

Triovest Inc

Trans-Canada Capital Inc

Trez Capital

Bronze Sponsor

BentallGreen Oak

BentallGreenOak

BNP Paribas Asset Management

Fidelity Canada Institutional

Realstar Management

Why sponsor this event

Showcase your firm’s brand in front of institutional investors and key decision makers

Enhance opportunity to build brand equity and create a lasting impression among senior level industry experts

Position your thought leadership role by way of speaking opportunities in the program

Reconnect with clients and build lasting business relationships


Maximize your brand exposure through tailored sponsorship packages

Engage clients to understand arising needs and customize solutions


To inquire about sponsorship,
please contact:

Tikehau is an alternative asset manager and investment specialist founded in 2004, focusing on four key asset classes. Tikehau’s funds allow investors to achieve attractive long-term returns in private debt, real assets, private equity and capital markets strategies. The company has 672 employees across 12 offices in Europe, Asia and North America. Total AUM as of December 2021 is €34 billion.

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).

Instar Asset Management manages high quality, middle-market alternative investment products, primarily within the North American infrastructure landscape. The businesses we invest in deliver essential services and value to communities, partners and investors, helping us to fulfil our purpose of enriching people’s lives.

Instar, which makes direct investments and co-investments with like-minded investors, offers distinctive real assets investment solutions to institutional investors seeking investment opportunities that are less correlated with the public markets. Our vision is to be North America’s leading middle-market private capital management platform by fostering meaningful long-term relationships, cultivating entrepreneurialism, sparking innovation and supporting one another, our partners and the communities we serve. We aim to generate superior risk-adjusted returns for our investors from responsible long-term investments that improve the resilience of North America’s essential infrastructure and help drive economic and social value for current and future generations.

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 TwitterFacebook and LinkedIn, and read the Beyond Bulls & Bears blog.
 

Fiera Capital Corporation is a leading independent asset management firm with a growing global presence, committed to serving every client across North America, Europe and Asia.

As one of Canada’s largest independent asset managers with approximately C$188.3 billion in assets under management as at December 31, 2021, we differentiate ourselves by our active approach to investment management and by offering a full suite of customized, multi‑asset solutions across both public and private market asset classes including agriculture, infrastructure, real estate, private equity, private credit and diversified private solutions.

Our success is driven by our employees, including close to 250 investment professionals, who leverage their talent and expertise to act as trusted partners to our clients, providing investment insights and tailored solutions that cater to their specific investment needs. Our professionals have a broad range of skills and are supported by an agile entrepreneurial culture and an aligned global leadership team.

Our international presence is supported by deep local expertise enabling us to serve clients in the institutional, financial intermediary and private wealth channels. Our global reach allows us to meet the needs of the most sophisticated investors, including those seeking both asset class and regional diversification.

GCM Grosvenor (NASDAQ: GCMG) is a global alternatives investment firm with approximately $72 billion in assets under management in private equity, infrastructure, real estate, credit, absolute return strategies, and multi-asset class opportunistic investments.

We have specialized in alternatives since 1971, and we are dedicated to unlocking value for our clients by leveraging our cross-asset class and flexible investment platform. Our experienced team of approximately 520 professionals from diverse backgrounds serves a global client base of institutional and high net worth investors. GCM Grosvenor is headquartered in Chicago, with offices in New York, Los Angeles, Toronto, London, Frankfurt, Tokyo, Hong Kong, and Seoul.
GCM Grosvenor promotes equal access to capital in alternatives by driving increased investment with small, emerging and diverse managers. We have over $27 billion invested and committed to these managers across private equity, absolute return strategies, infrastructure, and real estate. Our experienced team leverages a network of contacts built over decades to source the next generation of talent, helping to drive a more diverse and inclusive industry. To further drive the success of these managers, we host multiple industry-leading annual conferences that train, educate and promote small, emerging, and diverse managers while connecting institutional investors to these managers, further accelerating their growth.

Greystar is a leading, fully integrated real estate company offering expertise in investment management, development, and management of rental housing properties globally.

Headquartered in Charleston, South Carolina, Greystar manages and operates approximately $230 billion of real estate in 215 markets globally including offices throughout North America, Europe, South America, and the Asia-Pacific region. Greystar is the largest operator of apartments in the United States, manages more than 754,000 units/beds, and has a robust institutional investment management platform with more than $49.9 billion of assets under management, including $22.6 billion of development assets. Greystar was founded by Bob Faith in 1993 with the intent to become a provider of world-class service in the rental residential real estate business. To learn more, visit www.greystar.com.

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, such as equities and bonds, 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 objective, comprehensive investment management solutions from around the globe.

As a team, we have a long track-record of managing alternative income, real asset and alternative core strategies. Innovative thinking, and our ability to apply it to real-world solutions, is what defines us.

Ninepoint is an independent, employee-owned firm serving the investment advisor and institutional investor communities. With over $8 billion in assets and institutional contracts and 90 employees, we are among the largest independent asset management firms in Canada.

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 $29.0 billion 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 $15.2 billion of 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

SLC Management is a global institutional asset manager of Sun Life that offers institutional investors traditional, alternative and yield-orientated investment solutions across public and private fixed income markets, as well as global real estate equity and debt.

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 September 30, 2022, SLC Management had total assets under management of CA$353 billion. For more information, visit www.slcmanagement.com.

Triovest is a Canadian investment manager and developer of institutional-quality commercial and residential properties. The company offers a full suite of complementary real estate services, including asset management, leasing, property management, sustainability, and risk-mitigation services. 

Its portfolio of office, industrial, residential, retail, and mixed-use properties is valued at over $12 billion, with $2 billion currently under development.   Headquartered in Toronto, Triovest operates out of 8 corporate offices including Vancouver, Burnaby, Calgary, Edmonton, Saskatoon, Mississauga, and Montreal. Triovest has over 25 years of real estate investment expertise, approaching its assets under management with the mindset of an owner, with a deep appreciation of fiduciary responsibilities.  With more than 44 million square feet of real estate assets under management on behalf of individual and institutional investors, Triovest is one of the largest privately-owned commercial real estate companies in Canada.

Trans-Canada Capital (TCC) is an asset management firm specializing in innovative investment strategies for institutional investors. Since 2009, the team has successfully managed the pension assets of Air Canada, one of the largest corporate pension plans in the country.

Over the years, we have earned an enviable reputation by generating superior returns through strategies focusing on alpha generation in a rigorous risk-controlled framework. With over C$30 billion in assets under management, more than 90 investment professionals based in Montreal and Toronto, and a complete range of alternative solutions, TCC is well positioned to meet the needs of institutional investors seeking steady returns.

Trez Capital is a diversified real estate investment firm and preeminent provider of private commercial real estate debt & equity financing solutions in Canada and the United States.

With over $4 billion* in assets under management, we have funded more than 1,600 transactions totaling in excess of $14.5 billion since the firm’s inception in 1997.
Trez Capital has built a reputation for providing innovative financing for commercial properties in major high-growth centres throughout Canada and the United States. We have earned the trust of investors, including some of Canada’s largest pension funds, by applying prudent risk management and 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 opportunistic, fully-secured mortgage investment funds, syndications and joint ventures. With a large and stable balance sheet, we provide property developers, investors and owners with certainty of capital, quick approvals, and flexibility and creativity in short- to mid-term financing to bring a diverse range of real estate projects to life.
Our team prides itself on deep real estate industry expertise and on-the-ground perspective. Trez Capital has offices in Vancouver, Toronto, Montreal, Dallas, Palm Beach, New York, Seattle, Atlanta and Los Angeles.

BentallGreenOak is a leading, global real estate investment management advisor and a globally-recognized provider of real estate services. BentallGreenOak serves the interests of more than 750 institutional clients with expertise in the asset management of office, industrial, multi-residential, retail and hospitality property across the globe.
BentallGreenOak has offices in 24 cities across twelve countries with deep, local knowledge, experience, and extensive networks in the regions where we invest in and manage real estate assets on behalf of our clients in primary, secondary and co-investment markets. BentallGreenOak is the real estate investing specialist of the SLC Management group of companies. Our companies provide institutions with access to a range of traditional and alternative asset classes, including real estate equity and debt, public and private fixed income, and infrastructure equity. For more information, please visit www.bentallgreenoak.com

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. BNPP AM contributes to the energy transition, environmental sustainability and the promotion of equality and inclusive growth. As of December 31, 2021, BNPP AM manages USD 612 billion of assets and benefits from the expertise of around 500 investment professionals and over 400 client servicing specialists, serving individual, corporate and institutional clients in 69 countries.

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

  • Our global research capabilities and portfolio construction expertise allows us to combine investment insights and our unique perspectives into actionable solutions to meet the needs of our clients.

Proprietary Insights & Unrivalled Access

  • Exclusive access to in-house research, unavailable to others.
  • Unparalleled access to company management, central bankers and policymakers around the world.
  • Our analysts carry out on-the-ground research—visiting companies and speaking to customers, competitors, suppliers and independent experts to gain conviction.

360° Views on Companies   

  • We combine insights from equity and credit research to form a 360° view on companies.

Client-Focused Alignment

  • A commitment to understanding each client’s business, goals and expectations
  • Long-term value creation aligned with our clients’ goals
  • A client-service culture focused on accountability, accessibility and transparency

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

Since establishing the firm over 45 years ago, the co-founders of Realstar are recognized as one of the most enduring partnerships in the Canadian real estate sector. We bring this same approach of consistency, honesty and integrity to all of our partnerships and customers.

Founded by Jonas Prince and Wayne Squibb, Realstar was created to address Canada’s need for high quality, affordable homes to rent. Since that time, we have become one of Canada’s largest private owner-operators of rental properties, with over 25,000 units coast-to-coast. More important to us, is our recognized success as an award-winning service provider to residents. Success in the rental housing sector led the firm into several ventures in the hospitality sector, not only in Canada, but Asia, the US and Caribbean as well.

Since that time Realstar has successfully invested in the primary healthcare, hotel and rental residential sectors, including co-ownership in the UK’s largest ever hotel property transaction and more recently the establishment of the UNCLE brand, a large scale rental housing platform in the UK (also referred to as Private Rental Sector (PRS) or Build-to-Rent).