Institutional Connect West Forum 2023

June 14 - 16, 2023
Fairmont Palliser, Calgary AB

Gold sponsor

Schroders

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 2

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
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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).

Tikehau Capital is a global alternative asset management group managing €53.0 billion of assets (as of 31 March 2026). The Group has developed a wide range of expertise across four asset classes: Credit, Real Assets, Private Equity, and Capital Markets Strategies. Capitalizing on its strong equity base (€3.1 billion as of 31 December 2025), Tikehau Capital invests its own capital alongside its investor-clients. The Group is guided by a strong entrepreneurial spirit and DNA, shared by its 723 employees (as of 31 March 2026) across 17 offices in Europe, Asia, and North America.

BMO Global Asset Management (BMO GAM) was founded in 1982 and has C$260 billion in assets under management as of December 31, 2025. Our investment capabilities range from traditional asset classes, such as fixed income, equities, and multi-asset portfolios, to sustainable investment, alternatives, ETFs and synthetic solutions. Investing well, in a fast moving and interconnected world, requires both a global perspective and an appreciation of local considerations and we are committed to the development of innovative investment solutions for the Canadian institutional market. As a relationship-driven organization, we believe in maintaining ongoing and meaningful conversations with our clients to best understand their unique needs and goals.

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.

We believe 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 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 a
nd 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.

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.

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 March 31, 2026, CIBC Mellon had more than C$3.4 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

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: gcmgrosvenor.com.
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.

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 940 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.

For more information, please visit am.pictet.

*source Pictet Asset Management as at March 31, 2026

Criteria

Green Key certified establishments meet a set of high standard environmental requirements. The Green Key criteria and their explanatory notes are available to all interested parties and can be downloaded below. We have developed criteria and explanatory notes for six Green Key categories (hotels and hostels, campsites and holiday parks, small accommodations, conference centres, restaurants, and attractions) covering the same 13 criteria areas.

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