Institutional Connect West Forum 2023

June 14 - 16, 2023
Fairmont Palliser, Calgary AB

Gold sponsor


Schroder Investment Management

Tikehau Capital

Tikehau Capital

Silver sponsors

BMO Global Asset Management

BMO Global Asset Management

Cortland Credit 1

Cortland Credit

Equiton Partners Inc

Equiton Partners Inc

Fiera Capital 1

Fiera Capital

Trez Capital

Trez Capital

Keynote Intro Sponsor

SLC Management 1

SLC Management

Bronze sponsors

Aviva Investors 1

Aviva Investors


CIBC Mellon

Canadian Urban Limited 1

Canadian Urban Limited

Grosvenor Capital Management

Grosvenor Capital Management

Moodys Analytics UK

Moody's Analytics UK

Pictet Asset Management 1

Pictet Asset Management

To discuss your firm’s sponsorship involvement, please inquire
Scroll to Top

Schroders is a truly global asset management firm with an over 200-year history and professionals operating in 38 locations. Schroders provides a full range of actively managed domestic, international and emerging market investment products: from equities to fixed income, and multi-asset- to alternatives. Our firm structure and investment philosophy are focused on strengthening the partnership with our clients over the long-term. Schroders offers innovative solutions by intelligently challenging global market practices in anticipation of what’s ahead. Schroders is also deeply committed to its sustainable investment philosophy and seeking to make a wider contribution to society.

Schroders has been managing assets for Canadian clients since 1994 with CAD $1,211.6 billion in AUM globally as of June 30, 2022.

Tikehau Capital is a global alternative asset management group with €39.7 billion of assets under management (at 31 March 2023). 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 shareholders’ equity at 31 December 2022), the firm 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 742 employees (at 31 December 2022) across its 14 offices in Europe, 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:

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).

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 2015, Equiton is a private equity firm and growing leader in the multi-family residential space. We offer the Canadian institutional marketplace access to investment- grade real estate through our proven, high-performing investment solutions. Equiton believes that achieving success in private real estate investing requires a multifaceted perspective. Our extensive knowledge of local markets, a fundamentally grounded due diligence and valuation process, and an ongoing commitment to post-acquisition property management are some of the tenets that underpin our approach. Portfolios are constructed with a risk adjusted return profile objective of capital preservation coupled with income and growth potential across markets and economic cycles.

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. 

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.

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, 2023, SLC Management had total assets under management of C$365 billion. For more information, visit

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 14 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 2022

CIBC Mellonis a Canadian company exclusively focused on the investment servicing needs of Canadian institutional investors and international institutional investors into Canada. As at March 31, 2022, CIBC Mellon had more than CAD$2.5 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.

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

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

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

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

GCM Grosvenor (Nasdaq: GCMG) is a global alternative asset management solutions provider with approximately $73 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 530 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, and Seoul.

For more information, visit:
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.

Moody’s Analytics provides financial intelligence and analytical tools to help business leaders make better, faster decisions. Our deep risk expertise, expansive information resources, and innovative application of technology help our clients confidently navigate an evolving marketplace. We are known for our industry-leading and award-winning solutions, made up of research, data, software, and professional services, assembled to deliver a seamless customer experience. We create confidence in thousands of organizations worldwide, with our commitment to excellence, open mindset approach, and focus on meeting customer needs.

Pictet Asset Management is part of the Pictet Group, an investment-led services group founded in Geneva in 1805 whose unique partnership structure has provided the stable foundation for our long-term thinking. As an independent, organically grown firm, we offer Canadian institutions and consultants a distinct partner within a crowded marketplace. Our North American presence was established in Montreal in 1974 and we have been managing assets for Canadian institutional clients for over 40 years.

Our purpose is to build responsible partnerships with our clients, colleagues, communities and the companies in which we invest. We want to be the investment partner of choice for our clients. We strive to meet their changing needs by giving them our undivided attention, offering pioneering strategies and excellent client service. At every step of the journey, responsibility is central to our way of thinking.

We are innovators, always seeking new sources of alpha and offering world class strategic solutions in Thematics, Responsible Investing, Emerging Markets and Alternatives, including Private Debt, Private Equity and Real Estate.

For more information, visit

Subscribe to industry insights and event updates