ACG Capital Connection
ACG Capital Connection
  • Capital Connection
  • DealSource North
  • Opening Dinner
  • Agenda
  • Registration
  • Sponsors
  • Tradeshow
  • Travel & Hotel
  • FAQ's
  • Terms & Conditions
  • More
    • Capital Connection
    • DealSource North
    • Opening Dinner
    • Agenda
    • Registration
    • Sponsors
    • Tradeshow
    • Travel & Hotel
    • FAQ's
    • Terms & Conditions

  • Capital Connection
  • DealSource North
  • Opening Dinner
  • Agenda
  • Registration
  • Sponsors
  • Tradeshow
  • Travel & Hotel
  • FAQ's
  • Terms & Conditions

Opening Keynote

 Geopolitical, Economic, and Global Business Trends

Ambassador Mark D. Wiseman

Moderator, Bruce Chapple - McMillan

Moderator, Bruce Chapple - McMillan

ACG Toronto is pleased to announce Canada's Ambassador to the United States, Mark D. Wiseman, as the Keynote speaker for ACG Capital Connection 2026.


Ambassador Wiseman will share timely insights on the geopolitical, economic, and global business trends that are influencing investment decisions, capital markets, and strategic growth initiatives. 


His unique perspective on international affairs and business will provide valuable context for executives and investors navigating an increasingly complex global environment.

Moderator, Bruce Chapple - McMillan

Moderator, Bruce Chapple - McMillan

Moderator, Bruce Chapple - McMillan

As CEO of McMillan, Bruce leads the firm's strategy and growth across Canada. He is committed to helping clients navigate increasingly complex business environments by ensuring 

McMillan delivers practical, forward-looking advice and exceptional service. Working closely with the firm's lawyers and business professionals, Bruce champions a culture of collaboration, innovation and client focus that strengthens relationships and drives meaningful results.

Keynote panel

Trends in Private Equity Deal Making: Canada vs. U.S. Perspectives on Investing, Financing and Exits 

Moderator - Giancarlo Di Zazzo, Head Sponsor Finance and Capital Partners - BMO

Moderator - Giancarlo Di Zazzo, Head Sponsor Finance and Capital Partners - BMO

Moderator - Giancarlo Di Zazzo, Head Sponsor Finance and Capital Partners - BMO

Giancarlo Di Zazzo is Senior Vice President and Head of BMO Sponsor Finance and Capital Partners, leading BMO’s Canadian businesses focused on private equity sponsors. He has more than 20 years of experience across leveraged and senior lending, private equity, subordinated debt, fund investing, M&A advisory and corporate finance, and has 

Giancarlo Di Zazzo is Senior Vice President and Head of BMO Sponsor Finance and Capital Partners, leading BMO’s Canadian businesses focused on private equity sponsors. He has more than 20 years of experience across leveraged and senior lending, private equity, subordinated debt, fund investing, M&A advisory and corporate finance, and has held senior leadership roles across BMO Diversified Industries, BMO Sponsor Finance and BMO Capital Partners. Prior to joining BMO, Giancarlo held roles with Scotiabank and KPMG Corporate Finance. He is a CPA, CA. 

Mackenzie Regent, Co-Founder and Partner - Kalos Transaction Advisory

Moderator - Giancarlo Di Zazzo, Head Sponsor Finance and Capital Partners - BMO

Moderator - Giancarlo Di Zazzo, Head Sponsor Finance and Capital Partners - BMO

Mackenzie Regent is the Managing Partner and co-founder of Kalos, a leading transaction advisory, diligence, and valuation firm. Over her career, she has advised on 750 plus transactions representing over $65 billion in aggregate transaction value, working with entrepreneurs, private equity firms, family offices, and corporate acquirers a

Mackenzie Regent is the Managing Partner and co-founder of Kalos, a leading transaction advisory, diligence, and valuation firm. Over her career, she has advised on 750 plus transactions representing over $65 billion in aggregate transaction value, working with entrepreneurs, private equity firms, family offices, and corporate acquirers across North America, Europe, and Asia. Kalos was named the top financial due diligence firm in North America for 2025 and 2026. 

Eugene Polevoy, Founder and Managing Partner - Blue C Capital

Moderator - Giancarlo Di Zazzo, Head Sponsor Finance and Capital Partners - BMO

Eugene Polevoy, Founder and Managing Partner - Blue C Capital

Eugene Polevoy is the Co-Founder and Managing Partner of Blue C Capital, a Toronto-based private investment firm focused on consumer and business services. He brings over 15 years of private equity and investing experience, including roles at ONCAP, Onex’s middle-market private equity platform, and BMO Capital Markets.

Eugene has founded t

Eugene Polevoy is the Co-Founder and Managing Partner of Blue C Capital, a Toronto-based private investment firm focused on consumer and business services. He brings over 15 years of private equity and investing experience, including roles at ONCAP, Onex’s middle-market private equity platform, and BMO Capital Markets.

Eugene has founded three businesses, with two successful exits: GoLaser Clinics and Frontier Service Partners, a residential HVAC roll-up he built through M&A and sold for US$200 million in 2024. 

Jamie Cartwright, Partner - Novacap Private Equity

Jamie Cartwright, Partner - Novacap Private Equity

Eugene Polevoy, Founder and Managing Partner - Blue C Capital

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).

Prior to joining Novacap, Mr. Cartwright worked at The Stron

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).

Prior to joining Novacap, Mr. Cartwright worked at The Stronach Group as Executive Vice President, Corporate Operations, where he was responsible for the management and operations of a diverse portfolio of companies located throughout North America. Previously, Mr. Cartwright was Vice President, Corporate Advisory and Restructuring at PwC. He led large and complex restructuring engagements involving operational restructuring, refinancing and recapitalization of debt and equity, as well as negotiations with creditors, banks and investors.

Paul Lipson, Co-Founder - Fort Point Capital

Jamie Cartwright, Partner - Novacap Private Equity

Paul Lipson, Co-Founder - Fort Point Capital

Paul Lipson is co-founder of Fort Point Capital a management-led, growth-oriented approach to private equity investing, targeting fragmented sectors of the business services industry across the United States and Canada. The firm partners with founders and management teams to accelerate growth by providing resources to expand teams and inf

Paul Lipson is co-founder of Fort Point Capital a management-led, growth-oriented approach to private equity investing, targeting fragmented sectors of the business services industry across the United States and Canada. The firm partners with founders and management teams to accelerate growth by providing resources to expand teams and infrastructure, improve service offerings, access new markets, and support follow-on acquisitions. Fort Point is currently investing from FPC Small Cap Fund III.

Prior to founding Fort Point Capital in 2010, Paul was with Fidelity Equity Partners, a $500 million growth buyout fund, where he was responsible for the firm’s business development activities in North America. Before Fidelity, Paul was with Great Hill Partners, a Boston-based private equity fund focused on the middle market, where he was responsible for investments in the business services and media sectors. 

Breakout

What is Infrastructure now and what will it become? Ports to Private Marinas.  Hospitals to Holiday Clubs. Transmission Lines to Compute Power 

Moderator - Troy MacDonald, Partner, Advisory Services - Doane Grant Thornton

Moderator - Troy MacDonald, Partner, Advisory Services - Doane Grant Thornton

Moderator - Troy MacDonald, Partner, Advisory Services - Doane Grant Thornton

As a Partner in Doane Grant Thornton’s national transactions practice, Troy MacDonald advises domestic and international clients on mergers and acquisitions, capital raising, valuations, fairness opinions, and complex financing transactions. His experience spans multiple industries, with a particular focus on infrastructure, power, and In

As a Partner in Doane Grant Thornton’s national transactions practice, Troy MacDonald advises domestic and international clients on mergers and acquisitions, capital raising, valuations, fairness opinions, and complex financing transactions. His experience spans multiple industries, with a particular focus on infrastructure, power, and Indigenous transactions, including public-private partnerships, project financing, and strategic investments.

Before joining the Toronto office in 2008, he was part of the firm's capital markets team in London, England, and previously worked in mergers and acquisitions for a major Canadian energy company. Today, he works closely with clients to assess business value, execute transactions, and develop financing strategies that support growth and long-term success across infrastructure and energy-related sectors.

He also serves on the Board of Directors of Canada's Ocean Supercluster, supporting initiatives that advance innovation, collaboration, infrastructure development, and sustainable growth within Canada's ocean economy.

Michael Cairamella, Director - Longbow Capital

Moderator - Troy MacDonald, Partner, Advisory Services - Doane Grant Thornton

Moderator - Troy MacDonald, Partner, Advisory Services - Doane Grant Thornton

Michael is a Director of Longbow Capital, a Calgary based private equity investment manager with approximately $4 billion of assets under management. Longbow’s investment strategy is focused on all aspects of the energy and power sectors including energy transition, resource extraction, power generation, technology development and service

Michael is a Director of Longbow Capital, a Calgary based private equity investment manager with approximately $4 billion of assets under management. Longbow’s investment strategy is focused on all aspects of the energy and power sectors including energy transition, resource extraction, power generation, technology development and service & products based companies. Longbow is currently investing out of Longbow Energy Transition Fund II, a $365 million capital pool. Prior to joining Longbow, Michael started his career with Deloitte where he worked in both the audit and M&A Advisory practices and supporting the execution of over 50 mid-market transactions over a 7-year period with the firm. Michael then subsequently worked for an Ontario Teachers backed portfolio company investing in western Canadian energy infrastructure.

Brett Stevenson, Manafing Partner & Founder - BTG Capital

Moderator - Troy MacDonald, Partner, Advisory Services - Doane Grant Thornton

Brett Stevenson, Manafing Partner & Founder - BTG Capital

C. Brett Stevenson is a Managing Partner of BTG Capital Inc., which he co-founded in November 2020 to serve as the Manager of its related funds (“BTG” or the “Funds”), which collectively maintain over $300.0 million in assets under management (AUM). BTG focuses on acquiring and developing a diversified portfolio of middle-market critical 

C. Brett Stevenson is a Managing Partner of BTG Capital Inc., which he co-founded in November 2020 to serve as the Manager of its related funds (“BTG” or the “Funds”), which collectively maintain over $300.0 million in assets under management (AUM). BTG focuses on acquiring and developing a diversified portfolio of middle-market critical infrastructure assets across energy, power and transportation, with an emphasis on operational value-creation and long-term returns. Mr. Stevenson has played a central leadership role in the formation and growth of BTG, including spearheading fundraising, capital formation, and deal origination efforts. Under his leadership, BTG successfully closed its inaugural fund, BTG Energy Infrastructure Partners LP Fund I (“BTG EIP I”), in November 2022 with $74.5 million of committed capital, representing one of the largest first-time energy-focused funds raised in Canadian history. Building on this momentum, BTG has commenced fundraising for BTG Energy Infrastructure Partners LP Fund II (“BTG EIP II”) in the first quarter of 2026, targeting $500.0 million of capital commitments. BTG also formed BTG Critical Infrastructure Co-Invest LP I (“BTG CI”) to extend its strategy into critical infrastructure, completing its inaugural investment in Stephenville International Airport (“SIA”) in 2026. 

Breakout

  Smaller Plates, Bigger Bets: The Impact of GLP-1s and Where Capital Wins 

Oliver Connolly, Partner - PwC

Julie Drapeau, Senior Vice President, Innovation - Purity Life

Julie Drapeau, Senior Vice President, Innovation - Purity Life

Oliver is a Corporate Finance Partner at PwC focused on the Consumer & Retail sector, with particular expertise across food production & manufacturing, consumer products, health & wellness, pet, and leisure. He also leads Deal Connect, the firm's specialized buyside service offering. Since joining PwC in 2009, he has advised on transactio

Oliver is a Corporate Finance Partner at PwC focused on the Consumer & Retail sector, with particular expertise across food production & manufacturing, consumer products, health & wellness, pet, and leisure. He also leads Deal Connect, the firm's specialized buyside service offering. Since joining PwC in 2009, he has advised on transactions totaling over $3.0 billion, building a proven track record of guiding private companies, private equity firms, and corporates through complex transactions- including a 2016 to 2019 secondment to PwC's London Consumer M&A team, where he completed a number of high-profile UK and European deals.

Oliver earned a Bachelor of Commerce from Queen's University and holds both the Chartered Professional Accountant and Chartered Financial Analyst designations.

Julie Drapeau, Senior Vice President, Innovation - Purity Life

Julie Drapeau, Senior Vice President, Innovation - Purity Life

Julie Drapeau, Senior Vice President, Innovation - Purity Life

Julie Drapeau is Senior Vice President of Innovation at Purity Life Health Products, Canada's largest and only 100% Canadian-owned full-service distributor of natural health products. Positioned between more than 1,000 brands and 7,000 retailers across natural health, supplements and better-for-you food, Purity gives Julie a real-time, gr

Julie Drapeau is Senior Vice President of Innovation at Purity Life Health Products, Canada's largest and only 100% Canadian-owned full-service distributor of natural health products. Positioned between more than 1,000 brands and 7,000 retailers across natural health, supplements and better-for-you food, Purity gives Julie a real-time, ground-level view of how consumer health behaviours are evolving, and which categories, brands and retail channels are gaining momentum or facing pressure as a result.

With more than 30 years of experience leading sales, category strategy and retailer education, Julie helps brands and retailers anticipate shifts in consumer demand and turn them into growth opportunities. Her work spans the trends now reshaping the food and consumer landscape, from preventive and personalized health to healthy aging, women's health and the growing overlap between wellness and everyday food choices.

Julie also brings a policy and regulatory perspective to the conversation. She serves on the Board of Directors of the Canadian Health Food Association (CHFA) and chairs its Government Relations Committee, working with industry leaders and government stakeholders on policies that protect consumer access to natural health products. She has also testified before the House of Commons Standing Committee on the Status of Women (FEWO) on menopause, women's health and the role natural health products play in expanding consumers' healthcare choices.


Anne Lee, Senior Vice President - Swander Pace Capital

Julie Drapeau, Senior Vice President, Innovation - Purity Life

Anne Lee, Senior Vice President - Swander Pace Capital

Anne Lee joined SPC in 2019. She originates, evaluates, and executes on investment opportunities and works closely with several portfolio companies.

Anne currently serves on the boards of Inovata Foods and Mighty Spark, and is a board observer at Bragg Live Food Products and Purely Elizabeth. She previously served on the board of Glo Skin 

Anne Lee joined SPC in 2019. She originates, evaluates, and executes on investment opportunities and works closely with several portfolio companies.

Anne currently serves on the boards of Inovata Foods and Mighty Spark, and is a board observer at Bragg Live Food Products and Purely Elizabeth. She previously served on the board of Glo Skin Beauty.

Prior to joining SPC, Anne was an Investment Banking Associate at Perella Weinberg Partners, where she focused on M&A transactions in the Consumer & Retail Group.

Anne received a BS degree in Finance and Marketing from the Stern School of Business at New York University.

Jenny Thompson, Vice President - Ipsos

Julie Drapeau, Senior Vice President, Innovation - Purity Life

Anne Lee, Senior Vice President - Swander Pace Capital

Jenny Thompson is Vice President at Ipsos Canada’s Market Strategy & Understanding Syndicated division, leading FIVE and the Foodservice Monitor, Canada’s premier food and beverage insights hub. A recognized expert in consumer behaviour and food trends, she advises leading organizations on shifting consumption habits and emerging opportunities. 

KEYNOTE: CANADIAN DEFENCE

Focus on Resiliency: Strengthening Canada’s Defence Capabilities

Moderator - The Honourable Marco Mendicino, P.C., B.A. (Hons.), LL.B., Senior Counsel and Strategic Advisor - Cassels Brock & Blackwell LLP

Moderator - The Honourable Marco Mendicino, P.C., B.A. (Hons.), LL.B., Senior Counsel and Strategic Advisor - Cassels Brock & Blackwell LLP

Moderator - The Honourable Marco Mendicino, P.C., B.A. (Hons.), LL.B., Senior Counsel and Strategic Advisor - Cassels Brock & Blackwell LLP

Lucas Crumpton, Chief Executive Officer - Crumpton Global

Moderator - The Honourable Marco Mendicino, P.C., B.A. (Hons.), LL.B., Senior Counsel and Strategic Advisor - Cassels Brock & Blackwell LLP

Moderator - The Honourable Marco Mendicino, P.C., B.A. (Hons.), LL.B., Senior Counsel and Strategic Advisor - Cassels Brock & Blackwell LLP

Dasha Cohen, Executive Director - Alliance of Canadian Defence Companies (ACDC)

Moderator - The Honourable Marco Mendicino, P.C., B.A. (Hons.), LL.B., Senior Counsel and Strategic Advisor - Cassels Brock & Blackwell LLP

Dasha Cohen, Executive Director - Alliance of Canadian Defence Companies (ACDC)

Sabrina Fiorellino, Chief Executive Officer - Fero International Inc.

Jeffrey McCain, President, Woodward Capital; Board Member - SeaFort Capital

Dasha Cohen, Executive Director - Alliance of Canadian Defence Companies (ACDC)

 

Jeffrey McCain, President, Woodward Capital; Board Member - SeaFort Capital

Jeffrey McCain, President, Woodward Capital; Board Member - SeaFort Capital

Jeffrey McCain, President, Woodward Capital; Board Member - SeaFort Capital

Breakout

AI: From Hype to EBITDA 

Moderator - Thomas Dallaire, Partner - PwC

Moritz Christ, Managing Director - Spearhead

Moderator - Thomas Dallaire, Partner - PwC

Thomas Dallaire is a Partner in PwC Canada’s Deals practice, focused on Analytics and AI within Strategy and Value Creation, and serves as the national Deals AI Acceleration Leader. He advises private equity firms, portfolio companies and corporate clients on complex transactions and value creation, with experience across multi-billion-do

Thomas Dallaire is a Partner in PwC Canada’s Deals practice, focused on Analytics and AI within Strategy and Value Creation, and serves as the national Deals AI Acceleration Leader. He advises private equity firms, portfolio companies and corporate clients on complex transactions and value creation, with experience across multi-billion-dollar buy-side and sell-side transactions in Canada and the U.S. spanning diligence, transaction execution, post-close value creation and exit preparation. He uses financial, commercial and operational data to assess performance, test investment theses, identify risks and quantify value creation opportunities.

Philip Borge, CEO & Co-Founder - Crunched

Moritz Christ, Managing Director - Spearhead

Moderator - Thomas Dallaire, Partner - PwC

Philip Z. Borge is Co-founder and CEO of Crunched (Y Combinator F25), which builds an Agentic Operating System for Deals professionals. Before founding Crunched, Philip worked in McKinsey's private equity practice. 

Moritz Christ, Managing Director - Spearhead

Moritz Christ, Managing Director - Spearhead

Moritz Christ, Managing Director - Spearhead

Mo works with the M&A Advisory team at Spearhead. He brings international experience, having previously worked at Citigroup’s European HQ working on public mergers and capital raises for the German market. With a passion for football, Mo played at the Division I level for Washington State University, and subsequently worked in business de

Mo works with the M&A Advisory team at Spearhead. He brings international experience, having previously worked at Citigroup’s European HQ working on public mergers and capital raises for the German market. With a passion for football, Mo played at the Division I level for Washington State University, and subsequently worked in business development for an NFL team. Mo holds a Master of Science in International Management with a specialization in Finance from Trinity College at the University of Dublin, and an undergraduate degree in Sports Management, Business Administration from Washington State University. 

Parinaz Sobhani, Head of AI - Sagard

Moritz Christ, Managing Director - Spearhead

Moritz Christ, Managing Director - Spearhead

Parinaz Sobhani is Head of AI and Managing Director at Sagard, where she leads the firm's artificial intelligence strategy and drives innovation across its investment and operational platforms. Since joining in 2024, she has been at the forefront of transforming Sagard into an AI-native organization and accelerating the adoption of AI acr

Parinaz Sobhani is Head of AI and Managing Director at Sagard, where she leads the firm's artificial intelligence strategy and drives innovation across its investment and operational platforms. Since joining in 2024, she has been at the forefront of transforming Sagard into an AI-native organization and accelerating the adoption of AI across its portfolio companies.
Prior to Sagard, Parinaz served as Head of AI at Georgian, a Toronto-based venture capital firm specializing in growth-stage B2B software. In that role, she helped develop the firm's investment thesis, making AI core to its investment strategy while building and scaling AI capabilities that delivered measurable competitive advantages for portfolio companies.
Earlier in her career, Parinaz held research positions at Microsoft Research and the National Research Council of Canada, where she worked on natural language understanding and machine translation systems during the early days of transformers and large language models.

Breakout

 Cross Border Trade & Deal Making 

Ed Mills, Director - Raymond James

Neil Kravitz, Managing Partner - Elect - Fasken

Neil Kravitz, Managing Partner - Elect - Fasken

Ed Mills brings more than 25 years of Washington D.C. experience to his role as a managing director and Washington policy analyst. Joining Raymond James in 2017, Mills concentrates on the impact of Washington on Wall Street.

He is frequently consulted by policymakers and stakeholders, and his work has been featured extensively in media out

Ed Mills brings more than 25 years of Washington D.C. experience to his role as a managing director and Washington policy analyst. Joining Raymond James in 2017, Mills concentrates on the impact of Washington on Wall Street.

He is frequently consulted by policymakers and stakeholders, and his work has been featured extensively in media outlets, The Wall Street Journal, New York Times, Bloomberg, Fox Business, and CNBC.

Prior to joining Raymond James, Mills spent more than seven years as an analyst and head of the Washington Policy Group at FBR & Co and nearly a decade on Capitol Hill, working in both the House and Senate.

Neil Kravitz, Managing Partner - Elect - Fasken

Neil Kravitz, Managing Partner - Elect - Fasken

Neil Kravitz, Managing Partner - Elect - Fasken

Neil Kravitz is Fasken’s Firm Managing Partner-Elect, with his mandate beginning January 1, 2027. Currently, Neil is Co-Leader of Fasken’s Montréal Corporate Group and its Cross-Border and International Practice. A highly regarded M&A and securities lawyer, he advises domestic and international clients on public and private M&A, equity an

Neil Kravitz is Fasken’s Firm Managing Partner-Elect, with his mandate beginning January 1, 2027. Currently, Neil is Co-Leader of Fasken’s Montréal Corporate Group and its Cross-Border and International Practice. A highly regarded M&A and securities lawyer, he advises domestic and international clients on public and private M&A, equity and debt financings, corporate governance, board advisory matters, and shareholder activism.

Known for his practical, deal-oriented approach and strategic judgment, Neil works with acquirers and targets, issuers, entrepreneurs, private equity funds, and investment banks across sectors including aerospace, life sciences, financial services, industrial, retail and technology bringing board-level judgment and strategic thinking to bear for clients. Neil was a Gold Medalist at McGill law, is a widely published author on securities and M&A law and has lectured on Securities Regulation at McGill University’s Faculty of Law.

Breakout

 DPI is the New IRR: How Firms Are Finding Liquidity in a Stalled Exit Market 

Moderator - Alex Smyth, Partner, National Leader Private Equity - MNP

Maurissa Bell, Investor & Strategic Advisor - Private Makets & Capital Markets

Moderator - Alex Smyth, Partner, National Leader Private Equity - MNP

Alex Smyth, CPA, CA, is a Partner and Business Advisor in MNP’s Assurance and Accounting group and a member of the firm’s Technology, Media and Telecommunications team. Working out of the Toronto office, Alex draws on more than 10 years of experience to help clients in diverse industries achieve their strategic goals.

Alex is skilled at pr

Alex Smyth, CPA, CA, is a Partner and Business Advisor in MNP’s Assurance and Accounting group and a member of the firm’s Technology, Media and Telecommunications team. Working out of the Toronto office, Alex draws on more than 10 years of experience to help clients in diverse industries achieve their strategic goals.

Alex is skilled at providing support to clients, including helping them through complex accounting and business issues and Identifying and guiding resolutions and other challenges. He has extensive experience managing financial reporting and supporting key accounting policies, estimates and judgements. Alex’s services include assisting with stock options, Scientific Research and Experimental Development (SR&ED) claims, obtaining seed and/or series financing, due diligence and tax planning on purchase and sale transactions.

Katie Fasken, Founder & Managing Partner - August Advisors

Maurissa Bell, Investor & Strategic Advisor - Private Makets & Capital Markets

Moderator - Alex Smyth, Partner, National Leader Private Equity - MNP

As Founder and Managing Partner of August Advisors, Katie recognized the need to connect exceptional private investment managers with Canadian institutional capital. Prior to launching August Advisors, Katie was Managing Director, Co-Head Capital Raising at a $15bn private equity firm, where she was directly responsible for building out t

As Founder and Managing Partner of August Advisors, Katie recognized the need to connect exceptional private investment managers with Canadian institutional capital. Prior to launching August Advisors, Katie was Managing Director, Co-Head Capital Raising at a $15bn private equity firm, where she was directly responsible for building out the team and raising institutional capital globally, with direct coverage of Canadian institutional capital. She began her career in Investment Banking and Institutional Equity Sales at CIBC, one of Canada’s largest banks. She is a graduate of the Richard Ivey School of Business at Western University, where she earned an Honours in Business Administration.

Maurissa Bell, Investor & Strategic Advisor - Private Makets & Capital Markets

Maurissa Bell, Investor & Strategic Advisor - Private Makets & Capital Markets

Maurissa Bell, Investor & Strategic Advisor - Private Makets & Capital Markets

Maurissa Bell is an investor and strategic advisor with a wealth of experience across the capital spectrum, including private equity, public equity, capital markets and investment banking. Most recently, she was Director, Capital Markets & Liquidity Solutions at Ontario Teachers’ Pension Plan, where she focused on liquidity and monetizati

Maurissa Bell is an investor and strategic advisor with a wealth of experience across the capital spectrum, including private equity, public equity, capital markets and investment banking. Most recently, she was Director, Capital Markets & Liquidity Solutions at Ontario Teachers’ Pension Plan, where she focused on liquidity and monetization strategies across the private markets portfolio, including secondaries, IPOs and other structured liquidity solutions.

Previously, Maurissa managed a cross over investment portfolio at IMCO and held private equity investing roles at Clairvest and Woodbridge, the Thomson family office. Earlier in her career, she worked in capital markets and corporate finance at George Weston Limited and in investment banking and equity research at BMO and CIBC. 


Xiru Yang, Principal - Neuberger Capital Solutions

Xiru Yang, Principal - Neuberger Capital Solutions

Maurissa Bell, Investor & Strategic Advisor - Private Makets & Capital Markets

Xiru Yang is a Principal at Neuberger and a member of the NBeubergerCapital Solutions investment team. Ms. Yang is responsible for product development, fund strategy, marketing and fundraising efforts. Prior to joining Neuberger Berman in 2023, Ms. Yang led the Credit Product Specialist team at Centerbridge Partners L.P. and covered vehic

Xiru Yang is a Principal at Neuberger and a member of the NBeubergerCapital Solutions investment team. Ms. Yang is responsible for product development, fund strategy, marketing and fundraising efforts. Prior to joining Neuberger Berman in 2023, Ms. Yang led the Credit Product Specialist team at Centerbridge Partners L.P. and covered vehicles totaling ~$15 billion in Capital Under Management. Prior to Centerbridge, Ms. Yang was a Private Equity Associate at Vestar Capital Partners. Ms. Yang began her career as an Investment Banking Analyst focusing on M&A and Restructuring at Perella Weinberg Partners in New York. Ms. Yang graduated from Emory University with a BBA concentration in Finance from the Goizueta Business School.

Zach Levitt, Managing Director - Onex Partners

Xiru Yang, Principal - Neuberger Capital Solutions

Zach Levitt, Managing Director - Onex Partners

  Zach is responsible for Onex Partners’ North American efforts in the Business Services sector. 

Since joining Onex, Zach has worked on Onex and Onex Partners’ investments in Convex, Imagine Learning, PowerSchool, PriceLabs, Ryan LLC, Ryan Specialty, and Unanet. 

He serves on the boards of Imagine Learning, PowerSchool, PriceLabs, Ryan LLC

  Zach is responsible for Onex Partners’ North American efforts in the Business Services sector. 

Since joining Onex, Zach has worked on Onex and Onex Partners’ investments in Convex, Imagine Learning, PowerSchool, PriceLabs, Ryan LLC, Ryan Specialty, and Unanet. 

He serves on the boards of Imagine Learning, PowerSchool, PriceLabs, Ryan LLC and Unanet. 

Prior to joining Onex, Zach worked in the Financial Sponsors Group at Bank of America Merrill Lynch in New York.  

Zach is a Certified Public Accountant and holds a Bachelor of Science in Accounting degree from the University of Delaware.

Breakout

 The Value Creation Playbook: Investor, Advisor & CEO Perspectives 

Moderator - Jonathan Zepp, Managing Partner - Robbins Appleby

Moderator - Jonathan Zepp, Managing Partner - Robbins Appleby

Moderator - Jonathan Zepp, Managing Partner - Robbins Appleby

Jonathan leads our firm’s Business and Transactions group. He helps clients achieve their goals by giving practical legal advice within the context of his client’s circumstances, desired outcomes, and risk tolerance. Jonathan takes the time to understand his clients’ businesses and the people that drive them. He employs his legal expertis

Jonathan leads our firm’s Business and Transactions group. He helps clients achieve their goals by giving practical legal advice within the context of his client’s circumstances, desired outcomes, and risk tolerance. Jonathan takes the time to understand his clients’ businesses and the people that drive them. He employs his legal expertise, critical thinking, creativity, and experience to design solutions to move his clients down the field and into the end zone.

Jonathan has extensive experience in mergers and acquisitions, debt financing, private capital markets, and shareholder and partnership arrangements in a Canadian, cross-border, and international context. He is the ideal trusted advisor to private equity firms, business owners, lenders and foreign businesses as he is deeply invested in his clients’ success.

Taking a multi-disciplinary approach, Jonathan tackles the most sophisticated matters with straightforward and innovative solutions by collaborating with his clients’ outside advisors and our firm’s other practice disciplines, particularly in the areas of taxation, real estate, employment, and dispute resolution.

Meghan Roach, CEO - Roots

Moderator - Jonathan Zepp, Managing Partner - Robbins Appleby

Moderator - Jonathan Zepp, Managing Partner - Robbins Appleby

Meghan Roach is the President and Chief Executive Officer of Roots Corporation, a position she has held since 2020. She also serves on the Board of Directors. Prior to her current role, Ms. Roach served as both the Interim Chief Executive Officer and Interim Chief Financial Officer at Roots Corporation.

Before joining Roots, Ms. Roach was 

Meghan Roach is the President and Chief Executive Officer of Roots Corporation, a position she has held since 2020. She also serves on the Board of Directors. Prior to her current role, Ms. Roach served as both the Interim Chief Executive Officer and Interim Chief Financial Officer at Roots Corporation.

Before joining Roots, Ms. Roach was a Managing Director at Searchlight Capital Partners, L.P., and a member of the investment team at Teachers' Private Capital, the private equity arm of the Ontario Teachers' Pension Plan. She commenced her career at KPMG LLP.


Ali Akbar, Partner - Ironbridge Equity Partners

Moderator - Jonathan Zepp, Managing Partner - Robbins Appleby

Matti Keskikyla, Managing Director - Alvarez & Marsal

Ali is a Partner at Ironbridge Equity Partners, a Canadian middle-market private equity firm focused on investing in traditional industries including manufacturing, distribution, and services. 

Ali rejoined Ironbridge in 2020 following three years at Bain & Company in both New York and London. During his time at Bain, Ali worked with sever

Ali is a Partner at Ironbridge Equity Partners, a Canadian middle-market private equity firm focused on investing in traditional industries including manufacturing, distribution, and services. 

Ali rejoined Ironbridge in 2020 following three years at Bain & Company in both New York and London. During his time at Bain, Ali worked with several global private equity funds, multinational corporations, as well as sponsor-owned middle-market businesses, where he specialized in commercial due diligence, post-merger integration, and post-acquisition value creation & performance improvement. Prior to Bain, he was a member of the Ironbridge investment team. Ali began his career at KPMG Corporate Finance, providing middle-market investment banking services.

Matti Keskikyla, Managing Director - Alvarez & Marsal

Moderator - Jonathan Zepp, Managing Partner - Robbins Appleby

Matti Keskikyla, Managing Director - Alvarez & Marsal

Matti Keskikyla is a Managing Director with Alvarez & Marsal Transaction Advisory Group in Toronto. He specializes in performance improvement and value creation for corporate and private equity clients. His primary areas of concentration are value creation, commercial and operational due diligence, supply chain improvement, and complex program management. 

Closing Keynote Panel

Investible Defence - Opportunities for the Mid-Market 

Moderator - Andrew Hockin, Senior Director, Leveraged Finance - CIBC

Moderator - Andrew Hockin, Senior Director, Leveraged Finance - CIBC

Moderator - Andrew Hockin, Senior Director, Leveraged Finance - CIBC

Andrew Hockin, CPA, CA, is a Senior Director at CIBC focused on supporting companies and investors in Canada’s Defence sector.  Andrew has more than 20 years of experience in mid-market corporate finance roles acting as an advisor, lender and equity investor.  Andrew has experience with companies at various stages of growth – early-stage 

Andrew Hockin, CPA, CA, is a Senior Director at CIBC focused on supporting companies and investors in Canada’s Defence sector.  Andrew has more than 20 years of experience in mid-market corporate finance roles acting as an advisor, lender and equity investor.  Andrew has experience with companies at various stages of growth – early-stage to mature – with a particular focus on working with venture capital and private equity sponsors as both a lender and co-investor.  Andrew is based in Toronto.” 

Doug Horn, Managing Director - Clairvest

Moderator - Andrew Hockin, Senior Director, Leveraged Finance - CIBC

Moderator - Andrew Hockin, Senior Director, Leveraged Finance - CIBC

Doug is a Managing Director with Clairvest Group and is involved in the sourcing, execution and management of investments. Before joining Clairvest, Doug worked in TD Bank’s investment banking division, specializing in mergers and acquisitions, asset sales, and equity and debt financings. He previously served as a Commodities Analyst at C

Doug is a Managing Director with Clairvest Group and is involved in the sourcing, execution and management of investments. Before joining Clairvest, Doug worked in TD Bank’s investment banking division, specializing in mergers and acquisitions, asset sales, and equity and debt financings. He previously served as a Commodities Analyst at CPM Group in New York, advising corporates, investors, and intergovernmental organizations. Doug serves as an Adjunct Professor of Finance at the Rotman School of Management.

Doug holds an M.B.A from the Rotman School of Management, University of Toronto, an M.Sc. in Global Affairs from New York University and a B.A. from McGill University.

David Armstrong, Senior Partner - Novacap

Moderator - Andrew Hockin, Senior Director, Leveraged Finance - CIBC

David Armstrong, Senior Partner - Novacap

David joined Novacap as a Partner in the Technology, Media, and Telecommunications (TMT) Group in 2023. He currently serves on the Board of Nuvei, IAS and InVita.

Prior to joining Novacap, he was a Managing Director at Onex Partners in Toronto, focusing on the Software sector, and worked in investment banking at Credit Suisse in Los Angele

David joined Novacap as a Partner in the Technology, Media, and Telecommunications (TMT) Group in 2023. He currently serves on the Board of Nuvei, IAS and InVita.

Prior to joining Novacap, he was a Managing Director at Onex Partners in Toronto, focusing on the Software sector, and worked in investment banking at Credit Suisse in Los Angeles.

He holds an Honours Bachelor of Electrical Engineering degree (with Distinction) from the University of Western Ontario and an Honours Business Administration degree (Ivey Scholar) from the Ivey Business School.

James Yurichuk, CEO and Founder - Wuxly

Moderator - Andrew Hockin, Senior Director, Leveraged Finance - CIBC

David Armstrong, Senior Partner - Novacap

James Yurichuk is Founder and CEO of Wuxly, a Canadian manufacturer of advanced textiles and outerwear for defence and aerospace sectors. Established in 2015 as a consumer outerwear brand, Wuxly has expanded its expertise in design, materials innovation and manufacturing into defence, while continuing to serve the consumer market. During 

James Yurichuk is Founder and CEO of Wuxly, a Canadian manufacturer of advanced textiles and outerwear for defence and aerospace sectors. Established in 2015 as a consumer outerwear brand, Wuxly has expanded its expertise in design, materials innovation and manufacturing into defence, while continuing to serve the consumer market. During the COVID-19 pandemic, Yurichuk led the company’s mobilization into domestic PPE production, delivering more than 6 million gowns. A former CFL linebacker and Grey Cup champion with the Toronto Argonauts, he is a Jake Gaudaur Award recipient recognizing leadership in times of conflict and peace. A fourth-generation Canadian of Ukrainian descent, Yurichuk is focused on strengthening Canada’s sovereign manufacturing capabilities and rebuilding the country’s textile industry to better equip the Canadian Armed Forces. 

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