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 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.

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).

Established in 2012, Area One Farms is Canada’s largest independent farmland investment manager. Area One Farms partners with Canadian farmers to expand their farms and improve their land’s productivity, investing alongside them in sustainable, regenerative farming. Area One manages over $800 million in assets across 200,000 acres of farmland and over 55 farm partnerships.

Investors allocate to farmland because it diversifies their real asset portfolios and offers low correlation to traditional asset classes. Canadian farmland has appreciated by an average of 10% per year over the past 20 years, driven by rising farm profitability and productivity, and has acted as a hedge against inflation. Farmland is also a natural capital asset class that is critical to rural communities, global food supply, and the fight against climate change.

Visit us at: www.areaonefarms.ca

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.

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

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.

Brief MAM overview and strategy offerings
Macquarie Asset Management (MAM) is a leading global asset manager, trusted by institutions, individuals and communities to responsibly manage US$4911 billion in assets. MAM provides clients with a diverse range of investment solutions that seek to deliver superior risk-adjusted returns.
We combine a long-term perspective with deep sector expertise and offer a diverse range of investment capabilities. The portfolios we manage are positioned to benefit from major structural drivers of growth, change, and opportunity across developed and emerging markets.
MAM is the asset management division of the Macquarie Group, a global financial services group. Macquarie Group is a diversified financial group providing clients with asset management, finance, banking, advisory, and risk and capital solutions across debt, equity and commodities.
1 All figures as at 31 December 2025.

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 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.

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.

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.

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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