Overview

 Alice is an investor on the Global Private Equity team at APG Asset Management, which invests on behalf of Dutch pension funds across 4.8mm participants totaling ~€541BN of AUM (as of July 2023). 

Angie is the Head of Sustainable Finance, Commercial Banking at HSBC Bank Canada, where she is responsible for leading the business’s sustainability proposition in Canada and executing HSBC’s global commitment to provide at least USD 750 billion in sustainable finance by 2030. 

 Claire Fan joined RBC as an economist in 2019 after obtaining her Master’s degree in Financial Economics from Western University. In her role she focuses on macroeconomic analysis for Canada and the United States, and covers key areas including growth and inflation projections, labour market and demographics trends and related discussions on monetary policy.

  Colin Deeks is a Senior Consultant at Prime Quadrant, where he provides investment consulting advice and serves as a trusted advisor to families. 

Prior to joining, Colin was a Senior Director at a Toronto-based single-family office where he oversaw all aspects of the investment process across multiple capital pools.

 Daniel Lee focuses on advising founders, management teams and shareholders of technology companies on strategic transactions such as M&A, recapitalizations, and growth equity raises. Daniel has 15 years capital markets experience working with companies across a variety of technology sub sectors including Enterprise Software, SMB SaaS, FinTech, Digital Media, and AdTech. 

 David joined Persistence Capital Partners in 2018 and is responsible for evaluating investment opportunities, executing transactions, and supporting the management teams of portfolio companies.

Frank Arnone is a partner in the Business Law Group at Cassels Brock & Blackwell LLP, serving as Co-Chair of the firm’s Private Equity Group. Frank’s practice emphasizes domestic and cross-border mergers and acquisitions and corporate finance for a wide variety of issuer, underwriter, and private equity clients. 

Gil is a Partner of Vertu Capital, a Toronto-based technology private equity firm focused on providing a local solution for Canadian entrepreneurs and businesses looking for a globally experienced private equity partner to help scale to the next level. 

  Graeme Blair is Director of M&A within Royal Bank of Canada’s mid-market Sustainable Finance Group. He works closely with RBC clients who view Environmental, Social and Governance (ESG) factors as an essential part of their corporate strategy and investment decision-making process. 

Former Director in TPC’s Financial Services team at OTPP, starting his career there as an Analyst in 2006. During his 16-year tenure at OTPP, Greg developed extensive experience in deal sourcing, investment analysis, transaction execution and portfolio value creation. 

    Jamie Cartwright holds a Bachelor of Economics degree as well as a Bachelor of Managerial and Organizational Studies from the University of Western Ontario. He is also, a Chartered Professional Accountant (CPA, CA) and a Chartered Insolvency and Restructuring Professional (CIRP).

     Jennifer is a Managing Director at Fengate Private Equity, a division of Fengate Capital Management. Jennifer’s responsibilities include investment decision-making, management of Fengate’s private equity funds, strategy, operations, and investor relations. 

  Based in Toronto, Jonathan Khan is the  Director, Lending Origination with National Bank's National Client Group (NCG). Partnering with Canadian entrepreneur-led and sponsor-backed companies, NCG leads senior credit facilities and provides working capital financing through National Bank's Accounts Receivable Factoring practice.

       Joseph Lo is a Partner at Sagard and a member of the Sagard Private Equity Canada (SPEC). He is responsible for originating, structuring, investing and portfolio management. He is a member of the Sagard Private Equity Canada investment committee and leads SPEC’s Toronto office.

        Joy Savchenko is a senior managing director in Evercore’s Private Capital Advisory group.

Ms. Savchenko is responsible for developing investor relationships and originating and advising clients on a variety of private capital transactions. She has extensive experience in the private markets, advising on a broad range of capital raises and liquidity solutions.  

  Kristin participates in the origination, evaluation and monitoring of Northleaf's private equity investments, with a focus on secondaries. Northleaf is a global private markets investment firm with approximately $22 billion of assets under management across its private equity, private credit and infrastructure programs.

  Mark is a partner with Dickinson Wright in Toronto with the Banking and M&A Groups. His practice focuses on corporate finance, mergers and acquisitions, structured finance, derivatives transactions, cross border and international transactions. 

 Margaret Wu is a Lead Investor at Georgian focused on business software companies exploiting Applied AI. Prior to Georgian, she was a Product Manager for mobile marketing at Amazon, co-founded a biotech company and served as COO at OneSpout, a local e-commerce startup. 

Martha Tredgett, Managing Partner, joined Brookfield Financial (recently renamed Sera Global Advisory) in October 2020 to lead the Private Capital Advisory coverage within Canada and has over 25 years of experience in the investment business combining equity capital markets, business development and investment banking. 

Matthew is Managing Director at Banyan where he is responsible for originating, evaluating and executing transactions as well as managing multiple portfolio companies. 

Michael is a strategist who works directly with boards and executive teams in corporate and growth strategy, business planning, commercial diligence, market studies, and go-to-market planning.

  Michael is actively engaged in supporting the distribution of Northleaf’s private markets strategies to retail, private wealth and asset management advisors and investors. Previously, Michael was a Managing Director, Private Equity, and participated in the origination, evaluation and monitoring of Northleaf's private equity co-investments and direct secondary investments.

 Renowned for her innovative and inclusive management approach, Nathalie Cook oversaw a broad portfolio of multimedia sports assets for TSN and RDS and was one of the first women to lead a sports network in North America. She was instrumental in making NBA history with the Raptors first all-female broadcast crew to call the game against the Denver Nuggets. 

Based in New York, he leads US investments and is a member of the Global Advisory Investment Committee and the US Investment Committee. Nitin joined Caspian Private Equity, a predecessor to Flexstone Partners, in 2008. He serves as a Board member/observer for several portfolio companies of funds managed by Flexstone Partners.

Parasvil Patel is a Partner with Radical Ventures where he works with entrepreneurs building and deploying AI technologies. Prior to joining Radical, Parasvil was with KKR and started his career with BCG. Parasvil holds an MBA with High Distinction from Harvard Business School and received a B.Tech. in Electrical Engineering from IIT Bombay.

 Pedram advocates for, and assists clients in formulating and accessing innovative and strategic financing solutions that help realize and fully execute growth opportunities, refine & optimize capital structures, enable strategic transformations and unlock shareholder value.

 Shez is currently Head of TD's Technology and Innovation practice. Prior to TD, Shez was at SVB, where he oversaw the banks market-facing efforts and client acquisition strategy across Canada. 

Thecla has spent 18+ years in private equity with an emphasis on growth-oriented businesses. 

Thecla has been involved with companies in a broad range of industries, including Canada's largest mobility and accessibility business (Motion), specialty toy retailer (Mastermind Toys), and leading mattress retailer (Sleep Country Canada).

Dr. Tu Nguyen is an economist and ESG director at RSM Canada. She provides thought leadership on key economic indicators of the real economy and on Environmental, Social, Governance issues. Her commentary has been featured in top media outlets such as Reuters, the Wall Street Journal, CBC, Global News, and CTV.

 Will is a Partner in our Private Equity & Pensions practice focused on traditional and alternative asset managers, pension plans, and sovereign wealth funds in Canada and globally. He sits within Strategy&, our global strategy consulting capability, and is focused on organic and inorganic growth, enterprise transformation, and digital strategy.