CAASA Alternative Perspectives 2026: Private Market Focus

Overview

Now in its third year, this one-day forum brings together institutional investors, family offices, GPs, asset managers, and service providers active in real assets, private equity, venture capital, infrastructure, and private lending. Building on an expanded 2025 program, the 2026 edition will deliver even richer content, sharper analysis, and broader networking opportunities—designed to elevate real-world investing strategies across the private markets.

When

  • September 17, 2026
  • 9:00 am – 5:00 pm ET

Where

Borden Ladner Gervais LLP

Bay Adelaide Centre, East Tower, 22 Adelaide St W #3400, Toronto, ON M5H 4E3

2026 Keynote Speaker

2026 Distinguished Speakers

2026 Agenda

Day 1

  • September 17, 2026
  • 9:00 am – 5:00 pm

  • September 17, 2026
  • 9:00 am – 5:00 pm

Conference Day

9:00 am

Breakfast & Registration

9:30 am

From Approval to Allocation: Bringing Private Markets onto Wealth Platforms

Demand for private-market investments continues to grow across the Canadian wealth channel, but getting a strategy approved—and successfully adopted—is a complex process. This panel will bring together leaders from Canadian investment dealers to discuss product due diligence, Know Your Product and suitability requirements, operational integration, valuation and reporting, liquidity expectations, advisor education and client communication. The discussion will examine what makes a private-market offering scalable, why some products stall during review, and how managers can become stronger long-term partners to dealers and advisors.

Fardan Ali, Designed Securities
Moderator: Ryan Tomicic, Borden Ladner Gervais LLP

10:00 am

Private Markets at Scale: Deployment, Liquidity and the Next Return Cycle

Large private-market platforms are navigating a markedly different environment for deployment, financing, realizations and investor liquidity. Bringing together perspectives from direct lending, portfolio finance and diversified private capital, this panel will examine where scaled managers are finding compelling opportunities and how underwriting standards are evolving. The speakers will discuss portfolio-company fundamentals, private credit, secondary and liquidity solutions, co-investments, value creation, exit pathways and the changing expectations that institutional LPs bring to their GP relationships.

Josh Booth, Dawson Partners
David Manzano, Golub Capital
Daniel Cohen, Coller Capital
Moderator: Sean O’Hara, Obsiido Alternative Investments Inc. 

10:45 am

Table Talks

Your opportunity to join a table and discuss the topic on offer, lead by one of our sponsoring CAASA members.

11:30 am

Essential Assets: Investing in Healthcare, Farmland and Critical Industrial Capacity

Some investment opportunities are supported not simply by economic growth, but by services and assets that society cannot function without. This panel will examine healthcare infrastructure and services, Canadian farmland and agriculture, and critical industrial, aerospace and national-security capabilities. The speakers will discuss the secular forces supporting these sectors, including demographic change, food security, supply-chain resilience and geopolitical priorities, while also addressing regulation, capital intensity, operational execution, valuation, liquidity and the role these investments can play in a diversified private-markets portfolio.

Ralph Desando, Yorkville Asset Management
Kent Willmore,
Crescero Natural Capital
Laurence Vigeant-Langlois, AE Industrial Partners, LP
Moderator: Jean-François (J-F) Démoré, Innova Wealth Partners

12:15 pm

Lunch & Keynote: Building the AI-Native Asset Manager: Investing and Creating Value in the Age of AI

Keynote will begin at 12:45PM

Artificial intelligence is moving rapidly from experimentation to a source of competitive advantage across private markets. Drawing on her experience leading AI strategy at Sagard, Parinaz Sobhani will explore what it means to build an AI-native asset manager — from how AI is changing research, diligence and investment decision-making to how it can drive measurable value creation across portfolio companies.

With a background spanning AI research, venture investing and the application of AI across businesses, Parinaz will share where she is seeing the technology create real impact today, where expectations may be running ahead of reality, and how investment firms and their portfolio companies can position themselves as AI reshapes business models, competitive advantages and the investment process itself.

Parinaz Sobhani, Sagard

1:15 pm

The Direct Deal: Two Approaches to Investing

Two investors, two distinct approaches to direct investing. This fireside conversation will explore how River Ewing of Hadley Family Office and François Ritchot of SAGANA think about sourcing, evaluating, and pursuing direct investment opportunities, with each bringing a different perspective on the types of deals they target and how they assess where to deploy capital.

The discussion will compare their respective approaches, highlight where their strategies differ, and explore what they are seeing in the direct investment landscape today.

River Ewing, Hadley Family Office
François Ritchot, SAGANA

1:45 pm

1:1 meetings / Morning Refresher

This is everyone’s opportunity to meet – either as established via our conference meeting & messaging app or ad hoc

2:15 pm

Mercer Private Markets Report 2026: Exits, AI and the New Access Landscape

This research-driven presentation will provide a concise assessment of the forces shaping private markets in 2026. Venelina Arduini will examine the outlook for exits and distributions, the expanding use of artificial intelligence across investment and portfolio-company operations, and the continued broadening of access to private-market strategies. The presentation will translate these developments into practical considerations for asset allocation, manager selection, portfolio construction, liquidity budgeting and governance—and identify where investors should remain particularly selective.

Venelina Arduini, Mercer

2:45 pm

Market Outlook: Navigating a Changing North American Investment Landscape

North American investors are navigating a shifting landscape shaped by changing interest-rate dynamics, persistent fiscal pressures, evolving trade relationships, geopolitical uncertainty, and diverging economic conditions across Canada and the United States. This discussion will examine the forces likely to drive markets over the coming year and what they could mean for asset allocation, risk, and investment opportunities on both sides of the border.

Drawing on decades of experience analyzing economic and capital-market cycles, Constance Everson will offer her perspective on where we are in the current cycle, the signals investors should be watching, and how portfolios may need to adapt as the North American investment environment continues to evolve.

Constance Everson, Mass PRIM

 

3:15 pm

Inside the SFO Portfolio: How Families Are Investing in Private Markets Now

Single-family offices have considerable flexibility in how they allocate to private markets, but building a portfolio requires balancing access, manager selection, concentration, liquidity and long-term family objectives. This closing panel will explore how families construct their private-markets portfolios across private equity, private credit, real assets, venture capital and other alternatives, with particular attention to external manager selection and co-investments.The speakers will discuss what they look for when evaluating managers, what earns a manager a long-term relationship, how co-investments fit alongside fund commitments, how families think about portfolio construction and diversification, and how governance, liquidity needs and evolving family priorities influence allocation decisions over time.

Shael Soberano, Sharno Group Inc.
Saad Hassan, Hassan Family Office
Adrian Barber, Barber & Associates
Moderator: Andy Yan, Westcourt Solutions

 

4:00 pm

Reception

Time to make a few more connections and chat about the day

5:00 pm

End of conference

See you at our next event!

Registration

End Investor means pensions, foundations/endowments, sovereign wealth funds, and single family offices. Intermediary investors means Multi-family offices, investment advsiors/dealers, wealth managers, and investment consulting companies and +1 means the first delegate is gratis but each additional delegate attracts a small charge. Manager and service provider delegates must be CAASA members in good standing and pay the requisite per person fee ($1,000 + tax).

Sponsorship is an additional $3,500 and does NOT include a delegate pass (those are purchased separately in all cases).

Note : Single Family Office means the those related to the family or full-time members of the investment team. All parties must not have outside commercial interests, as determined by CAASA, such as investment funds seeking external money, investment banking operations, or other activities that would also be performed by our members.

Pension and other institutional investor (e.g., E&F) attendees need to be full-time employees of the investor. Acting as a consultant, board member, or advisor (whether compensated or not) is not sufficient. Individuals who have an outside commercial interest are required to be employed by CAASA members and pay the requisite delegate pass fee.

CAASA Members

Members of CAASA including asset managers, service providers, multi-family offices, and investment advisors/consultants.

Register Now

Non-Members

Investors such as pensions, foundations & endowments, and single family offices.

Register Now

Non-Member Manager

Become a Member

Non-Member Service Provider

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2026 Gold Sponsors