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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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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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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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 provide access to a US$250+ billion private markets investment platform backed by specialist investment managers with deep expertise in their respective domain. Our alternatives platform extends beyond traditional investments covering an expansive footprint and specialized capabilities across asset classes, structures and investment outcomes. From private equity to private debt, venture capital, real estate and more, we offer a comprehensive range of alternative investment solutions. Today we are among the world’s largest asset managers with offices in major financial markets, serving clients in more than 150 countries, and managing nearly $1.54 trillion in assets*. (*AUM is in USD 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.

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 that investors can rely on—now, and over the long term. They provide an array of separate account management and related services for institutions and accredited investors. The intellectual rigor helps seek the best ideas for clients, integrity ensures that we always put their interests first, and stability lets us stay focused on their goals as we pursue better investment outcomes.

The principle on which Thomas Rowe Price, Jr., founded the firm in 1937—that his company’s success should follow from the success it achieves for its clients—continues to guide us today. Our disciplined investment approach is rooted in proprietary research carried out by experienced professionals around the globe. To this approach, we bring a deep understanding of client needs and a long-term view that balances risk and reward. And we nurture a culture that encourages collaboration and diverse thinking.

Facts about T. Rowe Price as of June 30, 2023:

§ CAD $1,853.9 billion1 in assets under management (over 50% institutional)

§ Headquartered in Baltimore, MD U.S. with 25 offices in 16 countries across four continents

§ Serves clients in over 52 countries

§ 7,900+ associates worldwide

§ Offers a full range of equity and fixed income strategies across various market capitalizations, sectors, styles, and regions

§ Management Committee members average 14 years’ tenure

§ Investment portfolio managers average 17 years’ tenure

§ Publicly traded, independent organization with substantial associate ownership (NASDAQ-GS: TROW)

§ Solid balance sheet with no long-term debt

1Firmwide 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

AllianceBernstein (AB) is a leading global investment management
firm that offers diversified investment services to institutional investors, individuals, and private wealth clients in major world markets. We are one of the largest investment management firms in the world, with $875 billion in assets under management as of
January 31, 2026. We foster a diverse, connected, collaborative
culture that encourages different ways of thinking and differentiated insights. We embrace innovation to address increasingly complex investing challenges. We pursue responsibility throughout our firm—from how we work and act to the solutions we design for clients.

Diverse Needs…Diverse Solutions
We work closely with clients to define and achieve their financial goals. As markets and needs evolve, we provide global perspective, independent research and investment discipline. Every client, everywhere, can benefit from access to our firm’s full resources. Today, our investment strategies span all markets and asset
classes— creating a diverse and strategic balance of global services.

  • Fixed Income: We bring together innovative research and forward-looking perspective across our suite of global, regional, multi-sector and single- sector fixed-income services to solve our clients’ most complex and unique investment challenges.
  • Equities: Driven by distinctive research insights, we provide a comprehensive suite of equity strategies across geographies, capitalization ranges and investment styles—each focused on achieving outcomes that matter to our clients.
  • Multi-Asset: We design and deliver a full range of integrated, dynamic multi-asset solutions tailored to the needs of each client, helping keep them ahead of the evolving investment landscape.
  • Alternatives: Bringing together independent agility and institutional strength, we provide nontraditional investments and strategies to help diversify portfolios with new sources of risk and return.

LEARN MORE:
Alliancebernstein.com

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.

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.

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.

Pictet Asset Management

For more than two centuries, Pictet has been a distinguished private Swiss financial institution, evolving into a global leader with a presence in key markets, including Canada since 1974. Serving both private clients and institutional investors, our business is investment-led, centered around a long-term perspective and a dedication to exceptional client service. We take a forward-thinking and pragmatic approach to investing. As industry leaders, we are committed to staying at the forefront of investment standards and continuously enhance our processes with cutting-edge technology and, when relevant, integrate the latest scientific research into our investment process.

As long-term investors, we aim to direct capital to the real economy in a manner that improves the state of the planet. We achieve this by building responsible partnerships with our clients and the companies in which we invest. Our dedication goes beyond financial returns. We are passionate about our role as investors, actively managing our stewardship activities and engaging with the wider industry to elevate investment standards and practices. Pictet aims to deliver exceptional investment performance while maintaining a steadfast commitment to excellence and integrity in every aspect of our work. Our range of investment capabilities is pioneering and differentiated. We focus on the areas where we can add value for our clients which includes: Thematics & Specialist Equities – innovation and megatrend, investing since the 1990s; Emerging Markets – a deep and broad knowledge, investing since the mid-1980s; European Private Assets – Real Estate, Private Equity and Private Debt; and Hedge Funds – Uncorrelated and risk-focused.

Pictet has a long history in Canada with a presence spanning over 50 years. We are actively involved in diverse initiatives, including our commitment as an international sponsor to Climate Engagement Canada (CEC), a Canadian finance-led effort that drives dialogue between the financial community and corporate issuers to promote a just transition to a net-zero economy. We would welcome the opportunity to have a conversation with you and your firm. For more information, visit assetmanagement.pictet

Social media handles

Linkedin: Pictet Asset Management
Twitter: @PictetAM
Contact Information
François Forget fforget@pictet.com
(514) 518-8587
Laila Danechi ldanechi@pictet.com
(514) 294-2345

Date as 31 December 2024

Disclaimer: This marketing document is issued by Pictet Asset Management. Any investment incurs risks, including the risk of not getting back amounts initially invested. The information or data contained in this document does not constitute an offer or solicitation to buy, sell or subscribe for securities or other financial instruments. Pictet AM Inc is registered as an Exempt Market Dealer in Canada and is authorized to conduct marketing activities on behalf of Pictet Asset Management Limited (Pictet AM Ltd), Pictet Asset Management SA (Pictet AM SA) and Pictet Alternative Advisors (PAA).

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.

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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