Institutional Connect West Forum 2025

June 11 - 13, 2025
Fairmont Pacific Rim, Vancouver BC

Platinum Sponsor

Mackenzie Investments

Mackenzie Investments

View Profile

Gold Sponsors

Aviva Investors

Aviva Investors

View Profile
Schroders

Schroders

View Profile

Silver Sponsors

Amundi

Amundi

View Profile
CIBC MELLON 1

CIBC Mellon

View Profile
Fiera Capital 1

Fiera Capital

View Profile
Fitzrovia

Fitzrovia

View Profile
Hamilton Lane 1

Hamilton Lane

View Profile
Institutional Mortgage Capital

Institutional Mortgage Capital

View Profile
JP Morgan Asset Management

J.P Morgan Asset Management

View Profile
J. Stern Co

J. Stern & Co

View Profile
Macquarie Asset Management

Macquarie

View Profile
Ninety One

Ninety One

View Profile
Rise

Rise Properties

View Profile
SLC Management 1

SLC Management

View Profile

Networking Break Sponsor

Pictet Asset Management 1

Pictet Asset Management

View Profile

Bronze Sponsors

Dawson Partners

Dawson Partners

View Profile
NinePoint and Nuveen

Ninepoint partners and nuveen real Estate

View Profile
T. Rowe Price 1

T. Rowe Price

View Profile
Trans Canada Capital TCC

Trans-Canada Capital (TCC)

View Profile

Association Partner

CAIA

CAIA Association

View Profile

Sponsorship for this event is closed.
To discuss sponsorship for another Institutional Connect event, please inquire:

Inquire about sponsorship
Scroll to Top

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.

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).

Amundi, the leading European asset manager, ranking among the top 10 global players¹, offers its clients a complete range of savings and investment solutions in active and passive management, in traditional or real assets. This offering is enhanced with IT tools and services to cover the entire savings value chain. A subsidiary of the Crédit Agricole group and listed on the stock exchange, Amundi currently manages more than CAD 3.52 trillion of assets². With its five international investment hubs³, financial and extra-financial research capabilities and long-standing commitment to responsible investment, Amundi is a key player in the asset management landscape.
[1] Source: IPE “Top 500 Asset Managers” published in June 2024, based on assets under management as at 31/12/2023.
[2] Amundi data as at 31/03/2025.
[3] Dublin, London, Milan, Paris and Tokyo.

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

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.

Fitzrovia is Canada’s largest developer of purpose-built rentals with over 9,000 units completed, acquired or under development across the Greater Toronto Area and Montreal. We deliver high quality rental supply to the housing market across the affordability spectrum, including our flagship Fitzrovia Collection communities, Maddox modern vintage communities and Waverley premier student accommodations. We distinguish ourselves through our vertically integrated operating model where we own and manage the full process from land acquisition through to design, construction, leasing and award-winning property and asset management. We put our residents first and relentlessly innovate to exceed their expectations with world-class hospitality, amenities, and customer service. Our vibrant rental communities inspire and connect our residents while delivering long-term cash flow and capital appreciation for our investment partners. As a proud Canadian company, we are consistently recognized as one of the Best Places to Work by The National Apartment Association. The rental revolution is now

Our purpose is simple: To provide enhanced financial well-being for those who depend on us. We do that by delivering tailored, solutions-oriented private markets exposure with superior investment returns and industry-leading client service. We’re an organization built on over 30 years of client-centricity, candor and authenticity and powered by intellectual rigor and data-driven insight.

Throughout that time, our commitment to serving those who depend on us has remained steadfast, and our focus on growth and transformation – that is, taking advantage of the opportunities afforded by this maturing asset class – has strengthened. Today, we serve 1,550+ institutional and private wealth investors around the world.

Institutional Mortgage Capital is an independently owned Canadian commercial real estate debt and equity investment fund manager serving institutional and private wealth clients. The firm was established in 2009 and has managed 14 debt funds and one joint-venture equity fund. IMC offers Core and Value-Add mortgage portfolios, the firm currently has $2.5bn in assets under management and administration. The leadership team has >25 years of experience in lending on high quality real estate to top regional operators across the country.

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.

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.

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.

Ninety One is an independent, active global asset manager dedicated to delivering compelling outcomes for its clients, managing more than USD$170 billion in assets (as of 9/30/2024). Established in South Africa in 1991, as Investec Asset Management, Ninety One started with domestic investments in an emerging market. Following three decades of organic growth, in 2020, the firm demerged from Investec Group and became Ninety One. Today, Ninety One offers distinctive active strategies to institutions, advisors and individual investors around the world.
In the Americas, Ninety One offers a full range of investment strategies and solutions spanning equity, fixed income, multi-asset, sustainable and alternatives led by specialist teams that invest across global, emerging and frontier markets.
Ninety One aims to make a positive difference to people and the planet while delivering long-term investment returns. We do so through a robust and comprehensive integration of sustainability analysis and research into our investment processes.
For more information visit
Website
LinkedIn

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.

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

About Dawson Partners (“Dawson”)

Dawson is a leading global alternative asset manager focused on providing innovative structured solutions to the private markets. Founded in 2015 as Whitehorse Liquidity Partners, Dawson provides tailored portfolio financing and liquidity solutions to LPs and GPs. Dawson takes a differentiated approach to selecting, curating, structuring, and managing bespoke portfolios to serve the demands of a growing market and seeks to provide its investors unique product offerings. The Firm has US$20 billion of assets under management and has deployed over US$25 billion across more than 240 transactions. Dawson has more than 200 employees and primary offices in Toronto, Canada and London, UK. For more information visit: https//www.dawsonpartners.com.

Ninepoint Partners manages unique alternative investment solutions that offer investors the benefits of better diversification. We target investment strategies that are uncorrelated from traditional asset classes, with the goal of lowering overall portfolio risk. Ninepoint Institutional Partners, a division of Ninepoint Partners LP, works with Canadian Pension Plans, Foundations, Endowments, Insurance Companies, Family Offices, and other Institutional investors to provide comprehensive alternative investment management solutions. With $6.7 billion (CAD) in assets and institutional contracts, we are among the largest independent asset management firms in Canada.

Ninepoint is the Canadian partner of Nuveen Real Estate and recently launched the Nuveen-Ninepoint Global Real Estate Fund LP, a private real estate offering for Canadian institutional investors. The multi-strategy fund invests in established real estate mandates managed by Nuveen across the industrial, multifamily, retail and workplace/office sectors.

Nuveen Real Estate is one of the largest investment managers in the world with $141 billion of assets under management.

Managing a suite of funds and mandates, across both public and private investments, and spanning both debt and equity across diverse geographies and investment styles, we provide access to every aspect of real estate investing.

With over 90 years of real estate investing experience and more than 750 employees* located across 30+ cities throughout the United States, Europe and Asia Pacific, the platform offers global reach with deep sector expertise, providing investors access to high quality investments across the private real estate investment landscape.

For further information, please visit us at nuveen.com/realestate

* Includes 360+ real estate investment professionals, supported by a further 414 Nuveen employees. Source: Nuveen, 31 December 2024.

T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on—now, and over the long term. We provide an array of separate account management and related services for institutions and accredited investors. Our intellectual rigor helps us seek the best ideas for our clients, our integrity ensures that we always put their interests first, and our stability lets us stay focused on their goals as we pursue better investment outcomes.

As of as of December 31, 2025, T. Rowe Price has CAD $ 2,437 billion in assets under management and serves clients in 60 countries worldwide.

Firmwide AUM includes assets managed by T. Rowe Price Associates, Inc. and its investment advisory affiliates. Assets under management are calculated in U.S. dollars and converted to Canadian dollars using an exchange rate determined by an independent third party.

LEARN MORE
Website: troweprice.com/Canada
LinkedIn: T. Rowe Price Canada

About Trans-Canada Capital Inc.

Trans-Canada Capital (TCC) is an asset management firm specializing in innovative investment strategies for investors. Since 2009, the team has successfully managed the pension assets of Air Canada, one of the largest corporate pension plans in the country. Over the years, we have earned an enviable reputation by generating superior returns through strategies focusing on alpha generation in a rigorous risk-controlled framework. TCC has C$20 billion of assets under management and manages an additional C$10B in unfunded mandates. With more than 125 investment professionals based in Montreal and Toronto, TCC offers a full range of alternative solutions, and is well positioned to meet the needs of the most demanding investors.

AUMs: As of December 2025.

About CAIA Association

The CAIA Association, a global professional body, pioneers a new era in investment management. At the forefront of the shifting of alternative investment asset classes from ‘alternative’ to mainstream, CAIA embraces diverse expertise and interdisciplinary knowledge essential for responsible capital allocation and client stewardship. A Member-driven organization representing professionals in more than 100 countries, the organization seeks to prepare investors for a dynamic future, disrupting traditions, creating opportunities, and fostering long-term sustainability. To learn more about the CAIA Association and how to become part of a professional network that is shaping the future of investing, please visit https://caia.org/.

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.

Subscribe to industry insights and event updates