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
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).
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.
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 29, 2023, CIBC Mellon had more than C$2.6 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.
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.
Georgian is an AI-focused growth equity firm, founded in 2008, that invests in high growth business software companies. Our current AUM is US$5.6B across 8 funds and 67 investments. Our performance includes 26 exits with realized Gross MOIC of 3.2x and Gross IRR of 50%. A few historical investments include Shopify, IEX, Turnitin, ClickUp, Armis Security, and Island. Georgian has two fund strategies, the flagship Growth Funds (Series B – D) and Alignment Funds (follow-on financing for select Growth Fund companies). We also offer a robust co-investment program, and have offered ~US$800M of no-fee, no-carry co-invest with LPs. Our biggest source of differentiation is our +30 person R&D team and in-house Artificial Intelligence lab that builds software products, including proprietary AI applications and 21 open-source toolkits, to accelerate the product roadmaps and technical differentiation of our portfolio companies.
Founded in 1967, Mackenzie Investments is a leading Canadian global asset manager headquartered in Toronto, with additional investment teams in Boston, Dublin, Beijing and Hong Kong. Managing $195.7 billion in assets, we are committed to delivering strong investment performance and offering innovative portfolio solutions to our clients.
Our institutional relationships are built on the experience and unique perspectives gained through more than 40 years working with clients.
We are wholly owned by IGM Financial, one of Canada’s premier financial services companies. Through IGM’s controlling shareholder, Power Corporation, with $3.1 trillion in assets under advisement (AUA), we have access to partners and expertise from across Irish Life, Canada Life, Sagard and Power Sustainable.
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 $US573 billion in 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 more than 21,000 people in 34 markets and is listed on the Australian Securities Exchange.
All figures as at 30 September 2023 unless otherwise stated. For more information, please visit Macquarie.com.
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, 2023, SLC Management had total assets under management of C$365 billion. For more information, visit www.slcmanagement.com.
Tikehau Capital is a global alternative asset management Group with €44.4 billion of assets under management
(at 31 March 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 (€3.2 billion of shareholders’ equity at 31 December 2023), 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 778 employees (at 31 March 2024) across its 16 offices in Europe, Middle East, Asia and North America.
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 assetmanagement.pictet.