2021 Virtual Certified Trade Mission to Canada

In Partnership with the Association for Corporate Growth (ACG) Toronto

Investors from Montréal, Ottawa, Toronto, Calgary, Vancouver

June 17, 2021

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2021 Virtual Certified Trade Mission to Canada

In Partnership with the Association for Corporate Growth (ACG) Toronto

Investors from Montréal, Ottawa, Toronto, Calgary, Vancouver

June 17, 2021

For all Alternative Asset Fund Managers
One-to-One meetings with pre-qualified investors
HNWI, Family Offices and Institutions

Key Features

Minimum of 30 virtual meetings with Canada’s leading institutions and family offices

Includes Canadian Investors from Montréal, Ottawa, Toronto, Calgary, Edmonton, Vancouver

Focused, structured, organized and pre-arranged private meetings

Certified by the U.S. Department of Commerce and organized in partnership with the U.S. Department of Commerce and the U.S. Consulate in Montréal and Toronto

No placement agency fees or commissions

Full LP contact information and background provided to GPs prior to all meetings

Promotion of your firm to 100+ local institutional investors, and single and multi-family offices

What are the cost benefits of participating in Trade Missions?

Testimonial

Thank you for the opportunity to participate in the Department of Commerce Montreal Trade Mission.  It was a positive experience. It was a good assembly of potential investors and general partners.  I appreciate being amongst those invited.

Paul Edwards, Vice Chairman, Africa, India and the Middle East, Capri Investment Group

  1. Without the trade mission format, it would be impossible to set up thirty LP meetings in one day with pre-qualified, potential LPs. It would require multiple days and multiple trips. This is a major benefit in terms of dollars, time and energy saved.
  2. The same level of meetings would probably require a minimum of two to three trips to meet the same number of high-level people. These additional trips alone are equivalent to or will cost more than the Trade Mission in terms of airfare and hotel.
  3. A placement agent would also charge you a commission on your earned management fee and on your performance fee. There are no commissions charged on ANY investments you receive during the Trade Mission.
  4. There is a cost in time and energy involved in identifying prospects, securing contact info, contacting the prospects, convincing them to meet and then coordinating the schedule in an efficient manner. The Trade Mission takes place on one day. This is a major advantage and a significant save in time, expense and opportunity cost. As we all know, "Time is Money".

Event Co-Chair(s)

Steven Adang, Founder, President & CIO, Anchor Pacific Investment Management Corp

Steven Adang, CFA, CAIA 

Steve is the Founder and President of Anchor Pacific Investment Management Corp. (“APIMC”) and Anchor Pacific Financial Risk Labs (“AP Fin Labs”), collectively Anchor Pacific Group (“Anchor Pacific”).

Anchor Pacific is a fully independent investment firm and Outsourced CIO (OCIO) providing sophisticated full-access investment platforms and customized solutions, risk management advisory services, and proprietary risk software to high net worth and multi-generational families, family offices, financial advisors, foundations, endowments, pension plans, and other institutions.  

As the firm’s Chief Investment Officer, he is responsible for the development and maintenance of all of the firm’s risk architecture, investment activities, strategies and solutions.  Steve previously held senior-level positions at Deutsche Bank, ABN AMRO, and Amherst Securities, and in his 20 plus years of industry experience has acquired the reputation for being an extremely disciplined risk manager, allocator, and steward of capital.

Beverly Brooks, President, Brooks Communications

Beverly Brooks, MA (Economics), MBA, has been the President of Brooks Communications since 2013. Brooks Communications provides investor, media, government and stakeholder relations strategies for private sector companies and associations. She is also an Advisor to the National Crowdfunding and Fintech Association of Canada. She was recently appointed as the Chair of the Postsecondary Education Quality Assessment Board and as a director of the Higher Education Quality Council of Ontario.  Beverly has written numerous articles on economic and regulatory issues for industry, business and professional publications as well as for public policy websites.   

During her career, she has worked on mergers, acquisitions and corporate financing transactions for two international communications firms and for a shareholder advisory firm as well as for her own communications company. As an equity analyst for an independent research firm, she wrote reports on technology, healthcare, energy and mining companies. As the Vice President, Public Affairs, of the largest national association of financial advisors in Canada, she prepared detailed submissions on financial services issues and presented them to federal and provincial Ministers. Beverly has also worked for five federal government departments, including twelve years at the   Department of Finance as a Senior Economist in the Economic Development Branch and the Federal Provincial Relations and Social Policy Branch and then as a Director in the Communications and Consultations Branch. 

Eric Cardinal, Partner, Oaklins E. Canada

Eric is a partner at Oaklins E. Canada. He has 25 years of experience in mergers and acquisitions, private equity, venture capital, restructuring, capital raising, risk management, debt, equity, subordinate mezzanine financing, SME financing, and strategic and corporate development. He has advised on deals in manufacturing, retail commerce, distribution, aerospace and defense, personnel placement, technology, SaaS, corporate advisory, finance as well as REITs and land development funds. His experience in finance has provided him with a vast network of contacts in Québec, the rest of Canada and Asia. Having completed his trading licenses in international risk mitigation using derivative products, he brings a wealth of knowledge that applies to overseas transactions.

Before joining the team at Oaklins, Eric held positions in sales management in a public company, as a senior director in the banking industry and as a managing partner of an investment bank. He currently holds a board position for the M&A Club and he is the economic mission leader for Canada at the Asian Financial Forum in Hong Kong. Eric has a degree in business administration from the École des Hautes Études Commerciales.

Drew Dorweiler, Managing Director, IJW & Co., Ltd.

Drew possesses over 36 years of experience having valued several thousand companies for business valuation, mergers and acquisitions, corporate finance and litigation support mandates on a global basis. He has frequently participated as financial advisor in corporate transactions and start-up businesses & in sourcing financing in North America and internationally.

He has testified as expert witness in 32 matters before Parliament of Canada, Quebec Superior Court, Ontario Superior Court of Justice, U.S. District Court, Tax Court of Canada, Court of Queen’s Bench of Alberta and arbitration panels.

Drew is recognized as one of North America’s pre-eminent valuators of professional sports franchises and properties. His valuation and transaction repertoire includes NHL, MLB, NBA, CFL, English Premier League, European and semi-professional sports teams, arenas, broadcasting and naming rights.

Drew has given numerous interviews featured in international TV, radio and print media on valuation, financial and sports business matters. He has spoken at myriad conferences and authored many articles in professional publications on business valuation, litigation support and fraud-related topics during the past 30 years. Drew was elected to the Board of Trustees of The Appraisal Foundation for 2013-2015 and 2016-2018 terms and to the Board of Directors of The Canadian Institute of Chartered Business Valuators from 2006-2009 (named Fellow in 2018). Named Fellow of Royal Institution of Chartered Surveyors in 2013.

Drew graduated with a Bachelor of Arts, Economics, Dartmouth College. He obtained a dual MBA, Corporate Finance and Accounting, Lubin Graduate School of Business, Pace University.  He is a U.S. and a Canadian citizen.

Michael Pesner, President, Hermitage Canada Finance Inc.

Michael Pesner is currently President of Hermitage Canada Finance Inc., a company that specializes in financial advisory, mergers and acquisitions as well as financing services to corporations. Previously, Mr. Pesner was a senior partner at KPMG, Canada.  

Michael has extensive governance as a Board Member and has chaired audit,  governance, compensation, and special committees for several public companies.  

Michael Pesner has considerable experience with financings and financial management,  corporate governance, mergers and acquisitions. Previously, Michael Pesner served as a Senior Partner at KPMG and predecessor firms from 1977 to 2003.  

Michael has extensive experience in financial advisory services and investment banking,  including mergers and acquisitions, restructuring, investigative accounting, and debt and equity financing.  

Michael is a Chartered Professional Accountant, and holds a Bachelor’s Degree in Commerce (Finance and Administration) from McGill  University and a Bachelor of Arts from Concordia University.  

Les Affaires – Mentioned as top ten corporate Director Montreal  

M+A Club Founder and Board Member  

In Partnership with the Association for Corporate Growth (ACG) Toronto

ACG© Toronto is the premier association for driving middle-market
growth in the mid-market, Private Equity and M&A industry.  As the
largest international chapter in the ACG network (launched in 1971) – ACG
Toronto connects with more than investment executives in Canada’s
largest financial market. ACG Toronto hosts a series of 30+ conferences
and events and provides opportunities for Networking, Deal
Opportunities, Industry Knowledge and Thought Leadership.  The global
ACG chapter network comprises 57 cities in North America and Europe,
hosting 1,000+ events and comprising a membership of 13,000+.

Ronald Raisman, President, Champlain Consulting Associates Ltd

As President of Champlain Consulting Associates Ltd, Ronald Raisman has, for many years, been active in the management of key client mandates. Significantly, implementing innovative and cost-effective responses, he has delivered on the fulfillment of each professional assignment, providing many creative professional strategic initiatives, corporate growth, “result-oriented” investor-presentations plus, notably, the saucing of important financings for corporate growth initiatives plus major international infrastructure projects. The size of the financings has varied from a few million dollars to considerably in excess of $100 million.

With honors, Ron graduated from the University of Toronto Schools and from the University of Toronto. He was awarded several scholarships, awards and prizes at both educational institutions. With a degree in Economics and Finance, Ron gained his earlier professional experience as a Chartered Accountant / CPA practicing with the international firm of Ernst & Young. Subsequently, he brought his financial management skills to three diverse Toronto-based organizations, as Chief Financial Officer; namely, United Steel Corporation (a multi-plant manufacturing company), CTV Television Network (national television network) and NSI Marketing Inc. (a national sales incentive company servicing a prominent clientele).

Following these achievements, he was recruited to provide results-oriented management consulting services for international clients of KPMG Management Consulting (Toronto), On-Line Decisions, Inc (New York and San Francisco), The Canadian Bankers Association (Montreal), The Diebold Group, Inc (New York), and Select Capital Advisors, Inc. (Miami and Montreal). With this diverse international experience, Ron delivers effective, innovative and cost-effective results to his diverse clientele.

Upon satisfying the various prerequisites, he was admitted as member of a number of relevant professional organizations, including: The Institute of Management Consultants, The Institute / Order of Chartered Accountants, The Canadian Association of Corporate Growth, as well as a number of internationally-renowned service clubs and business organizations in Montreal, Toronto and New York. He is bilingual: English and French.

LP Participant Profile

  • Canada is one of the largest investors in the U.S. and has invested billions of dollars with U.S. alternative investment managers since the 2008-9 financial crisis.
  • Canada has some of the largest institutional investors globally including:
    • Canada Pension Plan Investment Board (CPPIB)
    • Caisse de dépôt et placement du Québec (La Caisse)
    • Ontario Teachers’ Pension Plan (OTPP)
    • Public Sector Pension Investment Board (PSP Investments)
    • Alberta Investment Management Co. (AIMCo)
    • Ontario Municipal Employees Retirement System (OMERS)

These large pension funds all invest across the full range of alternative investments and are leaders in investing globally.

  • Total Canadian pension fund assets are ~10% of total U.S. pension fund assets; However, the vast majority (>90%) of Canadian pension fund assets are in Defined Benefit (DB) Plans, with the balance of pension fund assets (<10%) in Defined Contribution (DC) Plans.
  • Over the past decade from 2004-2014:
    • The medium-sized Canadian DB Plans (and a select group of foundations and endowments) have decreased their Canadian equity allocations and increased their allocations to alternative investments, with a focus on real estate, infrastructure and private equity;
    • The small-sized Canadian DB Plans (and most foundations) have been slow to diversify into alternative investments, but recognize the need to do so.

Agenda

June 17, 2021

  • All times EST
  • 12:45 pm

    Arrival Online, Registration, Informal Networking
  • 1:00 pm - 4:30 pm

    Virtual Meetings with LPs
    One-on-one meetings: Members of the U.S. delegation will meet in one-on-one virtual meetings with Investment Professionals from Canadian institutional investors and family offices and high net worth individuals.
  • 4:30 pm

    Trade Mission Ends

*The government of the United States, particularly the US Department of Commerce and the US Embassy is not involved in selecting or recruitment for this mission. Such selection and recruitment is strictly left to the mission organizer. The US and foreign commercial service supports the goals of this event but does not endorse the specific products or views of the participating organization.

Registration

Attendance is by invitation only. The quantity of fund manager participation is strategically limited to maximize the level of overall access and one on one meeting opportunities with our foreign institutional investor attendees. Since space is limited, we encourage you to register immediately to reserve your spot.

Please email irwin@trademissions.org for information on the fees to attend.

Included in your certified trade mission fee are the following:

Trade Mission program on Thursday, June 24, 2021

Complete conference program including one-on-one virtual meetings with Canada’s leading institutional and Family Office investors

Distribution of your materials to Institutions prior to the Trade Mission

Complete LP information book received one week prior to the Trade Mission

Accommodations

No accommodations – Virtual Trade Mission

Application

Cancellation Policy
The cancellation policy is as follows:

Within 30 days of registration: 75% refund
31-60 days after registration: 50% refund
More than 60 days after registration: No refund