Sponsors

West Forum 2026

June 10 - 12
Fairmont Banff Springs, Banff AB

Platinum Sponsor

Mackenzie Investments

Mackenzie Investments

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Gold Sponsors

Ellipsis AM

Ellipsis AM

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Franklin Templeton

Franklin Templeton

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Silver Sponsors

BMO Global Asset Management

BMO Global Asset Management

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Institutional Mortgage Capital

Institutional Mortgage Capital

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IFM Investors

IFM Investors

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Igneo Infrastructure Partners

Igneo Infrastructure Partners

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I Square Capital

I Square Capital

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JP Morgan Asset Management

JP Morgan Asset Management

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SLC Management 1

SLC Management

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T. Rowe Price 1

T. Rowe Price

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Bronze Sponsors

Alliance Bernstein

AllianceBernstein

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Area One Farms 1

Area One Farms

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Ares Management 3

Ares Management

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Diamond Hill 1

Diamond Hill

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Jarislowksy Fraser

Jarislowksy Fraser

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J. Stern Co

J. Stern & Co

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Northern Trust

Northern Trust

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Russell Investments

Russell Investments

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Tikehau Capital

Tikehau Capital

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Espresso Bar Sponsor

Pictet Asset Management 1

Pictet Asset Management

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Lanyard Sponsor

Orbis

Orbis

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Lunch Sponsor

Trans Canada Capital

Trans-Canada Capital

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Breakfast Sponsor

Hamilton Lane 1

Hamilton Lane

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Stafford Capital Partners 1

Stafford Capital Partners

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Why Sponsor Institutional Connect Events

  • Showcase thought leadership in front of decision makers from leading pension funds and institutional investors
  • Build brand equity among senior level industry experts
  • Engage clients to understand emerging needs and customize solutions
  • Build lasting business relationships through connecting with clients
  • Enhance brand awareness through pre-event and on-site marketing exposures
If your organization is an investment management firm or a solution provider, please inquire about sponsorship participation.
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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.

With over 20 years of investment management history, Ellipsis AM targets specialized, value-added assets. Ellipsis AM is a benchmark manager of European and global convertible bonds. It has also developed management capabilities in corporate bonds, volatility and listed derivatives.

At Franklin Templeton, we believe that success requires more than just expertise – it demands powerful partnerships. As a forward-thinking asset manager, we build dynamic relationships with our clients, understand their unique goals, and navigate the complexities of the market together. Our team leverages cutting-edge strategies and deep industry insights to unlock opportunities for growth. With Franklin Templeton by their side, investors don’t prepare for the future – they shape it.

Strategic acquisitions have built an industry leading range of capabilities across traditional and alternative asset classes. From stocks to bonds, ETFs, and across private equity, private debt, real estate, hedge funds and venture, we offer clients a singular access point to cutting edge strategies. We go beyond investing in single asset classes, and are able to create bespoke, outcome-oriented solutions for clients in each and every one of our segments. With more than 1,500 investment professionals, and offices in major financial markets around the world, we have over 75 years of investment experience and US$1.54 trillion in assets under management as of 30 April, 2025.

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.

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.

IFM Investors is a global asset manager, founded and owned by pension funds, with capabilities in infrastructure equity and debt, private credit, private equity, real estate and listed equities. Our purpose is to invest, protect and grow the long-term retirement savings of working people.
With assets under management of AUD 266.1 billion (as at 31 December 2025), we prioritise the interests of 831 institutional investors worldwide. IFM operates from 17 offices across Australia, Europe, North America and Asia.

Igneo is a specialist global infrastructure manager investing in high-quality, mid-market infrastructure companies in energy, digital infrastructure, waste management, water utilities and transportation sectors globally.

We have been an active infrastructure investor since 1994 and have an investment strategy which allows us to work with our portfolio companies to create long-term value through proactive asset management. As of December 31, 2025, Igneo manages US$23.6 billion in assets for more than 200 investors around the world.

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.

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.

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

AllianceBernstein (AB) is a leading global investment manager with significant scale, deep credit expertise, and a diversified private credit platform spanning the risk-return spectrum. As of June 30, 2026, AB managed approximately $905 billion in firmwide assets, supported by more than 50 years of investment experience.AB’s private credit business has grown into a $91 billion platform comprising four complementary franchises:
  • AB CarVal provides differentiated exposure to asset-based and opportunistic credit, backed by nearly four decades of experience. The platform has invested more than $161 billion across 5,895 transactions in 82 countries, with expertise spanning asset-based finance, aviation leasing, energy transition, residential mortgages, and opportunistic credit.
  • AB Private Credit Investors focuses on middle-market direct lending and fund finance. Since inception, the team has committed more than $32 billion across nearly 800 transactions, primarily across senior secured private credit.
  • AB Commercial Real Estate Debt (US and Europe) originates senior mortgage loans across core, transitional, and opportunistic real estate, emphasizing senior secured positions, strong collateral, and disciplined underwriting.
  • AB Private Placements provides access to investment-grade corporate, infrastructure, and structured private debt. With more than four decades of experience, the platform offers customized solutions with enhanced structuring, covenant protection, and yield premiums relative to comparable public credit.
AB provides access to a single, global private credit platform capable of delivering diversified exposure across corporate lending, asset-based finance, real estate debt, aviation leasing, energy transition, and investment-grade private debt. These capabilities are supported by AB’s broader global infrastructure, risk-management framework, sourcing network, and fixed income resources.

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

Ares Management Corporation is a global alternative investment manager with a diverse portfolio across credit, real estate, private equity, and infrastructure asset classes. Founded in 1997, the company has grown to manage approximately $623 billion in assets under management and employs around 4,200 people globally. Ares Management is known for its disciplined investment philosophy, focusing on delivering risk-adjusted returns and creating value for its stakeholders. The company’s subsidiaries include Ares Capital Corporation, Ares Management Limited, and Ares SSG, among others. Ares Management is listed on the New York Stock Exchange and is recognized for its strong governance and commitment to diversity and inclusion.

Diamond Hill is a valuation-disciplined asset manager focused on institutional-oriented investors. We are fiercely committed to generating excellent, long-term investment outcomes and building enduring partnerships. We accomplish this through our shared investment principles and client alignment philosophy. Our active, capacity-constrained and differentiated strategies span four key asset classes — US equity, international equity, alternatives and fixed income – in a range of vehicles that best meet our clients’ needs.

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.

Northern Trust Corporation (Nasdaq: NTRS) is a leading provider of wealth management, asset servicing, asset management and banking services to corporations, institutions, affluent families and individuals. Founded in Chicago in 1889, Northern Trust has a global presence with offices in 24 U.S. states and Washington, D.C., and across 22 locations in Canada, Europe, the Middle East and the Asia-Pacific region. As of December 31, 2025, Northern Trust had assets under custody/administration of US$18.7 trillion, and assets under management of US$1.8 trillion. For more than 135 years, Northern Trust has earned distinction as an industry leader for exceptional service, financial expertise, integrity and innovation.

Visit us at northerntrust.com/canada or on LinkedIn.

Russell Investments Canada Limited provides pension plans, endowments and foundations with capital market insights, manager research, portfolio construction and implementation services. In Canada for 40 years, we provide customized solutions for investment management (OCIO), transition management, overlay services and currency management.

We have a 90-year history, and work with many of the World’s leading institutions providing services ranging from complete investment and implementation services to specific solutions that work alongside our clients’ own in-house capabilities.

Today, we rank among the world’s leading providers of consulting and Outsourced CIO investment management services with C$1.3 trillion assets under advisement and C$526 billion assets under management.

Headquartered in Seattle, Washington, Russell Investments has offices in 17 cities around the world, including in Toronto, New York, London, Tokyo and Shanghai.

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.

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

Founded in 1989, Orbis is a specialized global investment firm with C$84 billion in assets under management as at 28 Feb 2026. Our core skill is bottom-up stock selection using a fundamental, long-term and contrarian investment philosophy, and our primary offering includes four long-only equity strategies: Global (ACWI), International (ACWI ex-US), Emerging Markets, and Japan. Our flagship Global Equity Strategy has outperformed the MSCI ACWI Index by 4.1% p.a. (net of fees) since inception in 1990. Our firm is structured to reinforce our investment philosophy and build close alignment with our clients. The controlling interest in Orbis is held by a philanthropic foundation established by our founder, which allows the firm to remain privately owned in perpetuity. We view private ownership as critical to ensure we have the freedom to act in the long-term interests of our clients. In addition, we have designed our investment process to emphasize individual decision making and accountability to encourage contrarian thinking. Finally, Orbis’ management and owners invest in the same pools and pay the same fees as our clients. This alignment of interests is reinforced by our unique refundable performance fees through which we refund fees to investors during periods of underperformance. Learn more at www.orbis.com.

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.

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.

Stafford Capital Partners (“Stafford”) is an independent private markets investment and advisory firm with USD 8.9bn in assets under management and advice for more than 150+ institutional clients worldwide. Founded in 2000, it has a global team of 90+ professionals investing in timberland, infrastructure, and sustainable private equity. Stafford has been a UN PRI signatory since 2010 and has committed to the Net Zero Asset Managers initiative.

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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