
Sponsors
Platinum Sponsors

Integrated Asset Management
Integrated Asset Management is a Toronto-based, alternative investment management firm offering superior risk adjusted returns for institutional investors in private debt and real estate equity. Founded in 1998, we currently manage $2.6 billion in assets and committed capital and employ more than 26 investment professionals and 40 staff located in Toronto and Montreal. We are focused on generating attractive long-term returns with minimal volatility and market correlation, and employ a highly disciplined investment approach to source and structure unique investment opportunities.
IAM Private Debt manages portfolios of Canadian private debt offering a significant yield pick up over traditional fixed income investments while providing an important source of capital for mid-sized Canadian companies. Over the past 12 months, IAM Private Debt closed its fifth mid-term fund at $667MM and raised its first Infrastructure Debt Fund at $347 million.
IAM Real Estate manages portfolios of Canadian real estate with a focus on industrial properties. After successfully raising 13 sequential closed-end funds and building a strong track record of consistent returns and performance fees, IAM Real Estate recently launched its first open-ended funds to support further growth.

Two Sigma Investments, LP
Two Sigma is a technology company dedicated to finding value in the world’s data. Since its founding in 2001, Two Sigma has built an innovative platform that combines extraordinary computing power, vast amounts of information, and advanced data science to produce breakthroughs in investment management, insurance and related fields.
Today, Two Sigma manages approximately $52 billion in assets, employs more than 1,300 people and has offices in New York, Houston, London, Hong Kong, and Tokyo.
Gold Sponsors

Aberdeen Standard Investments
Aberdeen Standard Investments is a leading global asset manager dedicated to creating long-term value for our clients. To achieve this, we offer a comprehensive range of investment capabilities, as well as the highest levels of service.
Overall, we manage worldwide assets worth $984 billion* on behalf of clients in 80 countries. In managing these assets, we employ over 1,000 investment professionals and provide client support from 50 client relationship offices globally. This ensures we are close to our clients and the markets in which they invest.
We are high-conviction, long-term investors who seek to realize the value of our investments over time. In our view, teamwork and collaboration between investment managers and across asset classes is the key to delivering repeatable, robust investment performance. We are also resolute in our commitment to active asset management.
The Aberdeen Standard Investments brand was created in connection with the merger of Aberdeen Asset Management PLC and Standard Life Plc on August 14, 2017 to form Standard Life Aberdeen plc. Standard Life Aberdeen plc’s headquarters are in Scotland. It has around 1.2 million shareholders and it is listed on the London Stock Exchange.
*Standard Life AUM/AUA data as of June 30, 2017, Aberdeen Asset Management AUM data as of March 31, 2017, all other data as of June 30, 2017.

HSBC Global Asset Management
HSBC Global Asset Management is a leading global asset management firm managing assets for a diverse range of retail and private banks, commercial and corporate clients and some of the largest institutional investors in the world. As part of the HSBC Group, we leverage a 150 year history harnessing global capabilities and resources so that we can help our clients meet their financial goals.
HSBC Global Asset Management’s investment products and capabilities span equity, fixed income, liquidity and multi-asset strategies. Our investment teams target specific strategies with the aim of delivering consistent value and long-term competitive performance while operating within a highly disciplined investment framework. Active risk management is integral to our investment approach. Key areas of strength and innovation include our emerging markets, enhanced (smart) beta and global fixed income capabilities.
Our on-the-ground investment teams are supported by global portfolio management and research platforms, which provide in-depth analysis and shared communication that we leverage to provide us an information advantage. With offices in 26 countries, we are uniquely equipped to understand the needs of our clients and connect them with global opportunities.

La Française Investment Solutions
La Française Investment Solutions (“LFIS”) is an institutional asset manager established in 2013 and headquartered in Paris, France. LFIS leverages on a combination of asset management know-how and investment banking expertise to deliver differentiated strategies. A nimble, cross-asset approach underlies innovative and award winning alternative funds focused on premia, credit and volatility, thematic funds, including hedged equity strategies, and dedicated solutions. As of September 29, 2017, LFIS has $9 billion in assets under management, including $2 billion in its premia funds.
LFIS’ Premia 2.0 Approach: In the current context where investors are looking for diversification and performance, LFIS’ “premia 2.0” strategy is an innovative alternative to traditional investment funds. LFIS’ strategy is cross asset and market neutral and uses a risk / style premia framework to select, implement and risk manage a wide range of opportunities. We seek to deliver strong risk-adjusted performance by going beyond traditional academic premia and implementing numerous uncorrelated premia strategies.

Mackenzie Investments
Mackenzie Investments is celebrating 50 years of asset management. Our first institutional clients are still with the firm after almost 30 years. The firm’s “edge” is in global equities, fixed income, currency hedging and asset allocation.
The firm’s institutional clients are in Canada, the USA and Europe. Mackenzie’s institutional leaders include Barry McInerney, President, Alain Bergeron (formerly CPPIB) and most recently Mark Sack.

Nobel Sustainability Fund® | Earth Capital Partners
The Nobel Sustainability Fund® (NSF) – a major new global initiative to invest growth capital as private equity investments in sustainable technologies for energy, water and food as well as in the development and construction of renewable energy infrastructure, energy storage and energy efficiency.
The Fund incorporates environmental, social and governance (ESG) impacts into all investment evaluation, portfolio management and reporting processes.
The Fund is managed by Earth Capital Partners (ECP) of London, England. ECP is an established, award-winning investment management business focussed on renewable energy and sustainability. ECP is a member of the SET3 platform of investment management teams located in the key regions of the world where NSF® is investing- North America, South America, the U.K., Europe, Africa and Asia. NSF® invests across the cleantech and sustainable technology sectors, accelerating companies for growth, expansion and acquisition.

Schroders
Schroders is a truly global asset management firm with a proud 210-year history and professionals in 41 offices across 27 countries. Schroders provides a full range of actively managed domestic, international and emerging market investment products: from equities to fixed income, and multi-asset- to alternatives. Our firm structure and investment philosophy are focused on strengthening the partnership with our clients over the long-term. Schroders offers innovative solutions by intelligently challenging global market practices in anticipation of what’s ahead. Schroders is also deeply committed to its sustainable investment philosophy and seeking to make a wider contribution to society.
Schroders has been managing assets for Canadian clients since 1994 with CAD$757.7 billion in assets under management and administration as of December 31, 2017.

Wellington Management
Tracing our history to 1928, Wellington Management is one of the largest independent investment management firms in the world. We are a private firm whose sole business is investment management, and we serve as investment adviser for institutional clients in over 60 countries. Our most distinctive strength is our commitment to rigorous, proprietary research — the foundation upon which our investment approaches are built. Our commitment to investment excellence is evidenced by our significant presence and long-term track records in nearly all sectors of the global securities markets.
We have been managing Canadian client assets since 1979. Today we manage over C$22 billion in fixed income, equity, and alternative investment strategies for a distinguished group of over 45 clients across Canada. Public and corporate pensions, mutual fund sponsors, insurance entities, endowments, foundations, and family offices, have benefitted from our global presence and breadth of expertise.
Silver Sponsors

bfinance
bfinance is an award winning provider of investment consultancy solutions for pension funds and other institutions. We deliver independent, bespoke and transparent advice that empowers clients to achieve optimum financial results across asset classes.
We support our clients with Portfolio Strategy and Design, Investment Manager Selection, Portfolio Risk Services, Due Diligence, and Ongoing Active Advisory solutions. Services can be provided on a modular basis or as a complete solution.
The bfinance team is drawn from portfolio management, research, consultancy and academia. We combine specialist expertise with a global perspective to help our clients develop, implement and manage best in class investment programmes. Our in-house capabilities span all traditional and alternative asset classes.
bfinance has conducted over 780 engagements for over 300 of the world’s most sophisticated institutional investors with total capital deployed in excess of $145 billion.
Our teams have earned a reputation for innovative research, reporting and fund selection and specialist advisory winning industry awards such as Investment Consultant of the Year 2016 (LAPF Investment Awards) and most Innovative Investment Consultant of the Year 2015 (CIO magazine). bfinance is headquartered in London, with offices in Paris, Amsterdam, Munich, Montreal and Sydney.

BMO Global Asset Management
BMO Global Asset Management is a multi-asset investment firm with offices in more than 25 cities in 14 countries, delivering service excellence to clients across five continents. We are focused on meeting the needs of investors, both locally and globally. Our clients have easy access to a global platform of investment solutions that span:
- a full range of asset classes,
- diverse geographies, and
- the full risk-reward spectrum
Our diversified investment platform characterized by distinct skills and investment expertise allows us to develop customizable turn-key solutions for our clients based on their needs and risk preferences.

Fengate
Fengate is a real asset investment firm that specializes in investment funds with a strategic focus on infrastructure, real estate and private equity. We are trusted developers and active managers of real assets, providing investors with access to investments with reliable, long-term returns.
Our investors gain access to opportunities with less risk, with a financing partner that they can rely on to live up to its commitments. We have established extensive, strategic relationships with domestic and international partners, providing investments in targeted geographic markets and multiple sectors.
Founded in 1974, Fengate began as a real estate company in Ontario, Canada. Over the last 40 years we have become one of Canada’s leading real asset investment firms, with a diverse portfolio of infrastructure, real estate and private equity assets in North America, Europe and Australia.
Across all three investment areas, we are known for our unique ability to source, structure and manage real asset investments for the benefit of our investors. We have the experience and ability to progress from an early, undeveloped stage of a project through to its finished, most reliable and valuable form. And we have the overarching, integrated capabilities to protectively surround each investment, to ensure its enduring success.
Led by a team of professionals with extensive experience in development, acquisition and financing, Fengate has an institutional analytical capability and a unique capacity to transfer expertise from one investment to another. Leveraging our relationships, we attract and retain top talent in the specialty areas in which we operate.
Since 2007, Fengate has been recognized as one of “Canada’s Best Managed Companies”.

FTSE Russell
FTSE Russell is a leading global index provider creating and managing a wide range of indexes, data and analytic solutions to meet client needs across asset classes, style and strategies. Covering 98% of the investable market, FTSE Russell indexes offer a true picture of global markets, combined with the specialist knowledge gained from developing local benchmarks around the world.
FTSE Russell index expertise and products are used extensively by institutional and retail investors globally. More than $10 trillion is currently benchmarked to FTSE Russell indexes. For over 30 years, leading asset owners, asset managers, ETF providers and investment banks have chosen FTSE Russell indexes to benchmark their investment performance and create investment funds, ETFs, structured products and index-based derivatives. FTSE Russell indexes also provide clients with tools for asset allocation, investment strategy analysis and risk management.
FTSE Russell is wholly owned by London Stock Exchange Group.

Greystone Managed Investments Inc.
Founded in 1988, Greystone Managed Investments Inc. is a privately owned institutional money manager, controlled by its employees. Headquartered in Regina, with additional offices in Toronto, Winnipeg and Hong Kong, Greystone manages over C$30 billion on behalf of institutional clients across Canada.
Greystone offers a full range of multi-asset class solutions with in-house teams covering fixed income, Canadian equities, U.S. equities, international equities, real estate, mortgages and infrastructure. With an award-winning culture deeply rooted in the firm’s core values, the firm is committed to providing unique solutions to meet clients’ long-term investment objectives.

MGG Investment Group
MGG Investment Group provides bespoke financing solutions to mid-size and growing companies. We work with owners and management teams to help build lasting value, address immediate needs, and solve complex situations.
RECORD OF SUCCESS FOR BORROWERS AND INVESTORS
The members of our veteran team have spent their entire careers providing billions in successful financings to expanding mid-market and lower middle-market businesses. We have a history of success, partnering with our portfolio companies to help them grow while generating attractive risk-adjusted and absolute returns for our investors irrespective of and through several market cycles. We offer a Canadian-domiciled fund for Canadian investors.
LEARN MORE www.mgginv.com
CONTACT [email protected]
MGG Investment Group • 888 Seventh Avenue, 43rd Floor • New York, NY 10106 • 212.356.6100

Nuveen
Nuveen provides investment advice and portfolio management through Teachers Insurance and Annuity Association (TIAA) and more than a dozen affiliated registered investment advisers. Collectively managing $882 billion in assets, as of December 31, 2016, the business provides access to innovative investment strategies through expertise that spans traditional and alternative asset classes, generating new investment opportunities for clients through a wide array of vehicles including funds, customized strategies and solutions.
Nuveen is committed to TIAA’s legacy of helping individuals and institutional clients achieve long-term investment success and financial well-being.

Ortec Finance
Ortec Finance is a global provider of technology and advisory services for financial risk and return management, helping people to manage complex investment decisions. Established in Rotterdam in 1981, Ortec Finance has over 250 employees who combine mathematical ability, business awareness, and practical application to deliver innovative and pragmatic solutions.
The company supports investment decision-making for institutional and private investors. Ortec Finance designs, builds, and applies solutions for asset-liability management, ex-ante and ex-post risk management, performance measurement and risk attribution, and financial planning. Its global and long-standing client base, totaling over two trillion dollars in assets under management, comprises leaders in the pensions, insurance, investment management and private wealth management markets.
Ortec Finance operates from offices in the Netherlands (headquarter), UK, Switzerland, Canada and Hong Kong.

State Street Global Advisors
For nearly four decades, State Street Global Advisors has been committed to helping financial professionals and those who rely on them achieve their investment objectives. We partner with institutions and financial professionals to help them reach their goals through a rigorous, research-driven process spanning both active and index disciplines. We take pride in working closely with our clients to develop precise investment strategies, including our pioneering family of SPDR® ETFs. With trillions* in assets under management, our scale and global footprint provide access to markets and asset classes, and allow us to deliver expert insights and investment solutions.
State Street Global Advisors is the investment management arm of State Street Corporation.
*Assets under management were $2.47 trillion as of December 31, 2016. AUM reflects approximately $30.62 billion (as of December 31, 2016) with respect to which State Street Global Markets, LLC (SSGM) serves as marketing agent; SSGM and State Street Global Advisors are affiliated.

Trez Capital
Trez Capital is one of Canada’s largest private commercial mortgage lenders with over $2.2 billion in capital under management. We offer investors the ability to participate in a number of different mortgage investment pools. Our stable returns, real property security, and extensive risk analysis has helped us earn the trust of some of Canada’s largest pension funds. Our investors have continued to enjoy receiving predictable and stable cash flows on attractive risk adjusted returns.
With four offices across North America, 20 years of experience, and over 100 employees we have the experience that is trusted by institutional investors.
Bronze Sponsors

Fidelity Canada Institutional
Fidelity Canada Institutional is focused on developing solutions to serve Canadian institutional investors including public and corporate defined benefit and defined contribution pension plans, sub-advised programs, endowments, foundations and other corporate assets on behalf of clients across Canada. We offer active and risk-controlled disciplines including Canadian, U.S., international and global equity, fixed-income, asset allocation, alternative and custom solutions.
Built on over 50 years of serving the needs of institutional investors worldwide, we are dedicated to providing our clients with original perspectives, dedicated expertise and diverse investment capabilities to meet their changing needs.
Our Philosophy and Approach
Fidelity is guided by two simple goals: delivering consistent risk-adjusted returns and exceptional client service. We offer our clients a number of advantages for a successful outcome:
- A commitment to understanding each client’s business, goals and expectations
- Access to one of the largest investment and proprietary research organizations
- A fully integrated, comprehensive approach to investment management
- Proprietary portfolio risk management
- A client-service culture premised on accountability, accessibility and transparency
We focus on working with you to translate your needs into tailored solutions that meet your investment objectives.

Wells Fargo Securities
Wells Fargo Securities is comprised of more than 5,000 team members in more than 40 offices across North America, Europe, and Asia. With our relationship focused business model as a foundation, we partner across Wells Fargo Securities and our larger Wells Fargo company to deliver capital markets and advisory solutions to middle market, large corporate, institutional, and public entity clients.
To help our clients meet their financial goals, we bring together Wells Fargo’s market-leading businesses in debt and equity underwriting and distribution, investment research and economic insights, interest rate, commodity and equity risk management, structured lending facilities, securitization, prime finance, clearing and fund services.
Supporting Sponsors

Hamilton Lane
Hamilton Lane (NASDAQ: HLNE) is a leading alternative investment management firm providing innovative private markets solutions to sophisticated investors around the world. Dedicated to private markets investing for 26 years, the firm currently employs approximately 340 professionals operating in offices throughout the U.S., Europe, Asia-Pacific, Latin America and the Middle East.
With approximately $424 billion in total assets under management and supervision as of December 31, 2017, Hamilton Lane offers a full range of investment products and services that enable clients to participate in the private markets asset class on a global and customized basis.
Sponsorship Opportunity
Why Sponsor…
- Position your firm as a thought leader in front of senior level executives
- Nurture business relationships by having direct interactions with existing and prospective clients
- Enhance your brand awareness and penetration
- Obtain cutting-edge information from industry leaders that enables your firm to develop customized solutions
Who Should Sponsor
- Investment management firms
- Investment consulting firms
- Risk management solution firms
- Organizations who offer solutions to institutional clients
For speaking and sponsorship opportunities, please contact:
John He | 416.642.6133 | [email protected]