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.
Borden Ladner Gervais LLP
Bay Adelaide Centre, East Tower, 22 Adelaide St W #3400, Toronto, ON M5H 4E3
Head of AI and Managing Director
Sagard
Head of AI and Managing Director
Sagard
Deputy CEO – Alternative Investments
Yorkville Asset Management
Founder and CEO
Crescero Natural Capital
Vice President, Wealth Strategy & Advisor Enablement
Designed Wealth Management
Partner
Dawson Partners
Principal & Portfolio Manager
Westcourt Solutions
Partner
AE Industrial Partners, LP
Chief Investment Officer
Sharno Group Inc.
Managing Director
Golub Capital
Principal and North American Head
Hassan Family Office
President
Barber & Associates
Co-Founder & Chief Investment Officer
Obsiido Alternative Investments Inc.
Partner
Borden Ladner Gervais LLP
Co-Leader, Alternative Investments Canada
Mercer
Head of Canada, Capital Formation
Coller Capital
Director
Hadley Family Office
Investment Director
Sagana
Founder, Managing Partner and Chief Investment Officer
Innova Wealth Partners
Member, Investment Committee
Mass PRIM
Deputy CEO – Alternative Investments
Yorkville Asset Management
Founder and CEO
Crescero Natural Capital
Kent Willmore is a seasoned agricultural entrepreneur and thought leader with over 30 years of hands-on experience in Canadian farmland operations, investment management, and sustainable land stewardship. As the Founder and CEO of Crescero Natural Capital, Kent leads one of Canada’s most respected farmland asset management firms, headquartered in Chatham, Ontario.
Under his leadership, Crescero has launched and managed four farmland investment funds, each delivering strong, risk-adjusted returns while aligning the interests of investors and farm families. Kent’s approach centers on a simple but powerful premise: restoring and managing natural capital is the key to unlocking both ecological resilience and long-term economic value.
He is the architect of Crescero’s investment philosophy, which treats soil health, water access, and biodiversity not just as environmental goal posts but as core drivers of asset performance. Through proprietary diligence frameworks, infrastructure upgrades, and disciplined stewardship, Kent and his team improve farmland productivity while delivering scalable, institutional-grade outcomes for investors.
Kent holds a Bachelor of Environmental Studies and a Bachelor of Education from the University of Waterloo, where he was recognized as an All-Canadian Academic Athlete. He is an active member of the Canadian Association of Farm Advisors (CAFA) and the Ontario Federation of Agriculture.
Vice President, Wealth Strategy & Advisor Enablement
Designed Wealth Management
Fardan is Vice President, Wealth Strategy & Advisor Enablement, where he works closely with advisors and leadership to develop platform strategy, investment solutions, and practice management initiatives that help advisory teams grow and serve clients more effectively. In his role, Fardan focuses on helping bridge the gap between investment managers, dealers, and advisory teams. His work includes evaluating investment solutions, supporting advisor education, and building initiatives that improve the advisor and client experience across the firm. Throughout his career, Fardan has conducted more than 200 branch audits, interviewed over 80 asset managers, and played a key role in hiring and developing talent. He is known for his practical approach to navigating regulation, product innovation, and advisor growth.
Partner
Dawson Partners
Josh Booth is a Partner at Dawson, a global alternative asset manager focused on providing structured solutions to private markets. Josh joined Dawson in 2019 and has 13 years of private equity and investment banking experience. Prior to joining Dawson, Josh worked as a Principal and senior member of the Funds investment team at CPPIB in Toronto and London, UK. Josh was primarily responsible for sourcing, executing and monitoring private equity fund investments and managing several of CPPIB’s largest GP relationships. In addition, Josh represented CPPIB on several limited partner advisory boards in North America, South America and Europe and was also a member of the Funds, Secondaries and Private Equity Asia investment committees for CPPIB. Josh began his career in investment banking at Paradigm Capital. Josh holds a Bachelor of Arts (Honours) in Economics from Queen’s University and is a CFA® charterholder.
Principal & Portfolio Manager
Westcourt Solutions
As Principal & Portfolio Manager, Westcourt Solutions, Andy is responsible for the growth and development of Westcourt’s partner firms. Andy is registered as a Dealing Representative.
Andy previously worked at a large alternative equities manager focusing on long/short strategies where he facilitated the national roll-out of two new alternative mutual funds (both liquid alts) across Canada’s bank advisory and independent wealth management platforms. He was also responsible for covering institution clients and the due diligence/model portfolio teams within the bank advisory channels. With his deep knowledge of alternative investments, Andy advised his clients on the roles that these strategies play in a well-diversified client portfolio.
Andy earned a Bachelor of Mathematics degree from the University of Waterloo and is a Chartered Financial Analyst (CFA) Charterholder. He also completed the Canadian Securities Course (CSC) from the Canadian Securities Institute.
Partner
AE Industrial Partners, LP
Dr. Vigeant-Langlois is a Partner at AE Industrial, with a primary focus on new business development and portfolio management across AE Industrial’s funds in private equity and venture capital, where she serves on the Investment Committee of AE Ventures, and on AE Industrial’s Origination Guiding and Responsible Investment Committees. She currently serves on the Boards of Directors of AEI portfolio companies: Alpine Air, Applied Composites, Columbia Helicopters and G.S. Precision, and on the Boards of Directors of AE Ventures portfolio companies: EVIO, FLYR, Gamma Alloys, Near Earth Autonomy and Revolution Space. She previously served on the board of Edge Autonomy prior to its sale to Redwire in 2025, and recently volunteered her time as a Senior Commercialization Advisor with DARPA, the Defense Advanced Research Projects Agency of the US Department of War focused on breakthrough technologies for national and economic security.
Prior to joining AE Industrial, Dr. Vigeant-Langlois worked for GE Aerospace as Chief Executive Officer of the GE Passport joint venture with Safran Aero Boosters (Belgium) and IHI (Japan), and as program management executive responsible for the GE Passport, CF34-3 and CF34-8C engines on Bombardier and Mitsubishi’s aircraft. Previously at GE, Dr. Vigeant-Langlois joined the tiger team that founded GE Additive to transform industrial 3D printing, and led the strategy and global field marketing teams supporting the sale of GE Aviation’s engines, systems and services across commercial, business and military aviation.
Before GE, Dr. Vigeant-Langlois led commercial, product and engineering teams in aerospace and high- tech industries. At Sikorsky Aircraft (Lockheed Martin), she launched new engineering innovation, ran defense offset programs and led the Operations Analysis and contract R&D teams. At aircraft lessor CIT (Avolon), she gained increasing responsibilities in acquiring $9B of aircraft and engines. At The Weather Company, she led the democratization of cockpit weather information and the launch of SiriusXM Aviation Weather. She also previously transported air freight flying Learjets across North America.
She received SM and PhD in Aeronautics and Astronautics from the Massachusetts Institute of Technology, a BEng in Mechanical Engineering from McGill University, is a graduate of the International Space University space studies program, UTC’s Darden executive program, several GE Crotonville programs, the Program on Negotiation at Harvard Law School and completed the CFA Level 1. She is a certified FAA commercial pilot with Learjet privileges and a flight instructor in gliders. She also serves as Board Advisor to AI health tech company Triangulate Labs, and is a member of The Wings Club and PEWIN.
Chief Investment Officer
Sharno Group Inc.
Shael Soberano, CFA, is the Chief Investment Officer of Sharno Group, a privately owned independent principal investment group and family office focused on identifying strategic, value-add investment opportunities across a wide range of traditional and alternative asset classes and strategies.
Shael is also the President & CEO, Portfolio Manager & Chief Compliance Officer of Sharno Capital Corporation, a registered Investment Fund Manager, Portfolio Manager, and Exempt Market Dealer with the Ontario Securities Commission. Sharno Capital Corporation manages the Azalea Fund LP, a private investment fund focused on smaller capitalization public equities, utilizing a fundamental value and research-intensive approach.
Prior to the Sharno Group of Companies, Shael Soberano was Vice President, Senior Analyst at Vision Capital Corporation, a leading Toronto-based Hedge Fund manager focused on publicly traded real estate related securities. Shael first joined Vision Capital as an Analyst in 2009, shortly after its inception. He was promoted to Vice President, Senior Analyst in 2014, and was registered as an Advising Representative with the Ontario Securities Commission in 2017. With a wide range of roles spanning both business development and investment management initiatives, Shael’s contributions were integral in growing Vision Capital’s assets under management and contributed to its award-winning risk-adjusted performance over that period.
Shael is a CFA Charterholder and completed the Bachelor of Management and Organizational Studies Honours Degree with a Specialization in Finance at the University of Western Ontario. Shael completed the Partners, Directors, and Senior Officers (PDO) Course in 2019 and the Canadian Securities Course (CSC) in 2010, provided by the Canadian Securities Institute (CSI).
Managing Director
Golub Capital
Mr. Manzano joined Golub Capital in 2020 and is a Managing Director on the Global Product Group within the Investor Partners Group. He is responsible for supporting business development and investor relations as a subject-matter expert for the Firm, strategies and products. Previously, Mr. Manzano was a Partner, Managing Director and co-head of the Senior Debt Business in the Private Debt group at AEA Investors, where he was responsible for managing a diverse portfolio of middle market club and syndicated leveraged loans. Prior to this position, he was a Principal and Portfolio Manager at Callidus Capital Management, where he managed several collateralized loan obligations. Prior to that, Mr. Manzano was an investment banker in the Leveraged Finance group at Merrill Lynch & Co. and began his career at The Chase Manhattan Bank. Mr. Manzano earned his BA in Government from Cornell University. He received an MBA in Finance from Columbia University.
Principal and North American Head
Hassan Family Office
Saad Hassan is Principal and North American Head of Hassan Family Office, a Abu Dhabi–based single‑family office dedicated to private alternative investments. As a member of the firm’s Investment Committee, he collaborates with fellow principals and family members to shape strategic asset allocations across private equity, venture capital, real estate and private credit.
In his North American role, Saad leads deal sourcing and due diligence for co‑investment opportunities throughout the region, leveraging an extensive network of sovereign wealth funds, institutional allocators and top‑tier general partners. He applies a data‑driven investment framework combined with hands‑on value‑creation initiatives—focusing on operational improvement, risk management and ESG integration—to optimize long‑term risk‑adjusted returns.
A University of Waterloo alumnus with a Bachelor of Business Administration, Saad began his career in financial services and consulting, where he honed the analytical rigor that informs his investment philosophy today. He regularly serves as a judge at startup competitions and mentors emerging entrepreneurs on fundraising, business models and scaling high‑growth ventures.
President
Barber & Associates
Adrian Barber is the President of Barber & Associates(B&A), a single-family office based out of Mississauga, Ontario.
Overseeing a ‘wheel-spoke’ model, Adrian utilizes a range of partners to allow for both operational efficiency as well as best-of-breed execution. Investment management, operations, governance, succession and multi-generational planning fall within his purview. B&A’s portfolio is fully diversified and overweight private markets.
Co-Founder & Chief Investment Officer
Obsiido Alternative Investments Inc.
Mr. O’Hara is a senior investment executive with extensive private markets investment expertise, including due diligence, portfolio construction and risk management. He has over 30 years of investment experience in Europe and North America and has worked in the retail, private wealth, and institutional investment markets. Prior to co-founding Obsiido, Mr. O’Hara was the CIO at Cygnus Investment Partners, an alternative investment firm that provided proprietary Canadian access to the funds of Kohlberg Kravis Roberts & Co. (KKR), a leading global investment firm that manages multiple alternative asset classes, including private equity, private credit and real assets. Mr. O’Hara previously held positions at several leading investment organizations including Laketon Investment Management, Claymore Investments, Merrill Lynch Investment Managers and Rothschild Asset Management.
Mr. O’Hara holds the Chartered Alternative Investment Analyst (CAIA), Chartered Investment Manager (CIM) and Certified Financial Planner (CFP) designations.
Partner
Borden Ladner Gervais LLP
Ryan specializes in domestic and cross-border M&A, equity financing, investments, restructurings and private investment fund formation.
His role involves offering comprehensive business and legal advice to a diverse clientele, including global private equity funds, venture capital funds, private companies, publicly-traded companies, entrepreneurs, start-ups and investors.
Ryan’s distinguished career is marked by his involvement in more than 200 transactions and over USD$10 billion in enterprise value, many of which featured non-Canadian parties or were associated with private equity funds or backed businesses. Ryan often advises on complex and highly strategic transaction matters and is highly sought after for strategic and advisory support. His multifaceted expertise positions him as a trusted advisor, providing valuable insights that contribute to the success of his clients’ transactions, business operations and endeavours.
Ryan provides legal services through a Law Corporation.
Co-Leader, Alternative Investments Canada
Mercer
Venelina works with clients to build and maintain their alternatives portfolios, helping them with portfolio construction and manager selection. She joined Mercer in 2011. Venelina is also a Board of Director member for the West Park Hospital Foundation based in Toronto. Venelina holds an MBA from Ivey Business School. She also earned the CFA and CAIA designations.
Head of Canada, Capital Formation
Coller Capital
Daniel is Head of Canada, Capital Formation. Daniel also works closely with the wider Investor Relations team to help grow the distribution capabilities to institutional investors across Canada.
Before joining Coller Capital, Daniel was Head of Investor Relations at Fiera Comox, a global investment management firm with investments in Private Equity, Private Credit and Natural Capital (Agriculture and Timberland). Daniel was responsible for the investor relations program for institutional and private wealth investors, globally. Daniel began his career as a corporate lawyer at Stikeman Elliott LLP, where he practiced primarily in the areas of mergers and acquisitions, securities, and corporate law, with a focus on cross border private equity transactions.
Director
Hadley Family Office
River is a Director at Hadley Family Office, where he partners with entrepreneurs to acquire and build enduringly profitable small businesses as a leading investor in entrepreneurship through acquisition.
In 2019, River founded the Hadley Family Foundation, a registered Canadian charity and private foundation focused on high-impact philanthropy in food systems. River earned a BA in Philosophy from the University of Western Ontario and an HBA from the Ivey Business School. He also holds an MBA from Harvard Business School.
Investment Director
Sagana
François is an impact investing transaction and strategy professional. He is an Investment Director at Sagana, advising UNWHI and family offices investing in companies and funds with attractive financial returns and significant human and planetary impact. At Sagana, Francois leads investment activities in the Food and Agriculture sector globally. He was previously an Associate Director at Palladium Impact Capital (formerly Enclude) where he provided capital raising services to impact enterprises (pre-revenue to growth-stage) and mission-driven financial institutions as well as impact fund placement.
Founder, Managing Partner and Chief Investment Officer
Innova Wealth Partners
Jean-François (J-F) Démoré, CIM, CFP, MBA, is the Founder, Managing Partner and Chief Investment Officer of Innova Wealth Partners, an independent wealth management firm overseeing more than $900 million in client assets. While leading one of Northern Ontario’s rapidly growing wealth management firms, J-F remains very much “in the trenches” as a practicing advisor, working directly with families, professionals and business owners. He also oversees nearly $500 million invested through Innova’s proprietary investment pools, which have made extensive use of alternative investment strategies since 2019. This gives him a unique perspective as both an allocator and the advisor ultimately responsible for explaining portfolio decisions, liquidity, risk and outcomes directly to clients.
J-F’s background also bridges finance and technology. He holds an Honours degree in Commerce and Computer Science, has been actively involved in the development of software and application of AI within financial services, and was a founding member and later Co-Chair of the Advocis Technology Task Force. He also consulted with one of North America’s most active angel investment organizations by deal flow, which gave him a keen understanding of the venture capital and private equity landscape.
His entrepreneurial and industry contributions have been recognized with RelèveON’s Young Entrepreneur of the Year award and Northern Ontario Business’ 40 Under Forty. J-F also holds an MBA, for which his graduate research focused on tactical asset allocation.
9:00 am
9:30 am
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
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
Your opportunity to join a table and discuss the topic on offer, lead by one of our sponsoring CAASA members.
11:30 am
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
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
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
This is everyone’s opportunity to meet – either as established via our conference meeting & messaging app or ad hoc
2:15 pm
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
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
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
Time to make a few more connections and chat about the day
5:00 pm
See you at our next event!
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.
Members of CAASA including asset managers, service providers, multi-family offices, and investment advisors/consultants.
Register NowInvestors such as pensions, foundations & endowments, and single family offices.
Register Now