Institutional Connect West Forum 2024

June 17 - 19, 2024
Rosewood Hotel Georgia, Vancouver BC

Gold Sponsors

Aviva Investors

Aviva Investors

Silver Sponsors

Area One Farms 1

Area One Farms

BMO Global Asset Management

BMO Global Asset management

Cortland Credit 1

Cortland Credit

CIBC MELLON 1

CIBC Mellon

Fiera Capital 1

Fiera Capital

JP Morgan Asset Management

JP Morgan Asset Management

Mackenzie Investments

Mackenzie
Investments

Macquarie Asset Management

Macquarie Asset Management

Rise


Rise Properties

SLC Management 1

SLC Management

Tikehau Capital

Tikehau Capital

Bronze Sponsors

Jarislowsky Fraser Limited

Jarislowsky, Fraser Limited

Pictet Asset Management 1

Pictet Asset Management

To discuss your firm’s sponsorship involvement, please inquire
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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).

Area One Farms is the leading Canadian independent agricultural investment manager. Area One partners with Canadian farmers to expand their farms and improve their land’s productivity. With over 180,000 acres under management, Area One has invested over $600 million of capital in over 40 farm partnerships.

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.

As at March 29, 2024, CIBC Mellon had more than C$2.8 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. CIBC Mellon is part of the BNY Mellon network, which as at March 29, 2024 had US$48.8 trillion in assets under custody and/or administration. CIBC Mellon is a licensed user of the CIBC trade-mark and certain BNY Mellon trade-marks, is the corporate brand of CIBC Mellon Global Securities Services Company and CIBC Mellon Trust Company, and may be used as a generic term to refer to either or both companies.

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.

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.

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.  

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. 

Jarislowsky, Fraser Limited is a registered investment management firm. Founded in 1955 as a research boutique, Jarislowsky Fraser today manages the portfolios of pension funds, foundations and endowments, corporations, and high-net-worth individuals in Canada and internationally — representing more than CA$58 billion in assets under management (as of 03/31/24) across a full product spectrum, from core fixed income and Canadian and global equities to private assets.

Our history and culture are rooted in investment stewardship that is expressed through an adherence to high-quality investing, a long-term investment horizon and the advancement of good governance and sustainable investing. Headquartered in Montreal, we have offices in Toronto, Calgary, and Vancouver.

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

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