U.S DEPARTMENT OF COMMERCE

CERTIFIED TRADE MISSION TO TORONTO

Join us on October 10, 2024

Register Now

Agenda

October 10, 2024

Hyatt Regency Toronto, 370 King St W, Toronto, ON M5V 1J9, Canada

8:00 AM - 9:00 AM Buffet Network Breakfast with LP’s

9:00 AM - 12:30 PM Members of the US delegation will meet in one on one meetings with investment professionals from Toronto’s institutional investors and family offices

12:30 PM Buffet Networking Lunch with LP's

Accomodations

Event Co-Chairs

Jason Nagy
Linkedin - Jason Nagy

Jason Nagy

President and Co-Founder

Jason Nagy is an early-stage angel investor and entrepreneur who excels at using contacts and professional networks to make connections. Jason believes strongly that these connections are the magic which turns beginnings into large new opportunities for all involved. Through investment and connections, Jason has witnessed firsthand at least one approach to building a billion-dollar company and learned what it takes to foster great companies of all sizes. Sought after for speaking engagements and startup advice, Jason is inquisitive and always learning with a strong interest in hearing from business owners so he can help where and when he can.
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Gerry Fields
Linkedin - Gerry Fields

Gerry Fields

President and General Counsel at CORNERSTONE GROUP

Gerry Fields is the President and General Counsel of CORNERSTONE GROUP FAMILY OFFICE. Gerry is a member of the Law Society of Ontario where he has contributed as a guest lecturer and a mentor. He was formerly appointed as General Counsel for Canada and the United States for the FIDINAM GROUP of Companies in Switzerland. Gerry received his Partners, Directors and Senior Officers Qualifying Certificate from the Canadian Securities Institute. He was the President and Chief Compliance Officer of a Securities Dealer on the Montreal Exchange and was the President and Chief Compliance Officer of a Canadian Exempt Market Dealer. Gerry served as the Senior Securities Counsel for a downtown Toronto law firm. Gerry graduated with distinction from Concordia University and earned a Bachelor of Laws Degree and Juris Doctor Degree from Osgoode Hall Law School. Gerry has chaired domestic and international programs on family offices, private equity, corporate finance, investment and wealth management topics. He has authored numerous publications and is active in many industry, trade and professional associations including the TORONTO LAWYERS ASSOCIATION (TLA)(Life Member); AMERICAN BAR ASSOCIATION (ABA); CFA SOCIETY TORONTO (CFA Private Wealth Management Committee and Alternative Investments); MANAGED FUNDS ASSOCIATION (MFA); HEDGE FUND ASSOCIATION (HFA) (New York) Family Office Subcommittee; ALTERNATIVE & DIRECT INVESTMENT SECURITIES ASSOCIATION (ADISA)(Indianapolis); ALTERNATIVE INVESTMENT MANAGEMENT ASSOCIATION (AIMA) - Legal, Finance and Compliance Committee, AIMA Institutional Investor Engagement Committee, AIMA Global Due Diligence Steering Group, Global Investment Peer Group (IPG), AIMA Global Customer Due Diligence Guide, AIMA U.S. SEC Private Fund Rules Peer Group, United Nations Principles for Responsible Investment Working Group for Private Credit ESG Due Diligence Questionnaire; AIMA Family Office Handbook; ALTERNATIVE CREDIT COUNCIL (ACC); Wealth Professional Judge, Key Media Annual Wealth Professional Awards; Chair, U.S. Department of Commerce Certified Trade Missions for Alternative Investments; Chair, INTERNATIONAL FAMILY OFFICE ASSOCIATION INC. (IFOA) (Not-for-Profit); Chair, CANADIAN FAMILY OFFICE ASSOCIATION INC. (CFOA) (Not-for-Profit); Pro Bono Advisor, NEURODIVERSITY CANADA™; Federal DEI Task Group on Neurodiversity; and CHARTERED PROFESSIONAL ACCOUNTANTS OF CANADA (CPA Canada) where Gerry has served as a Lead Judge for twenty-two years. Gerry is currently an active Committee Member of a preeminent global investment management firm.
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U.S. DEPARTMENT OF COMMERCE

Peter Sexton

Peter Sexton

Director, Global Financial Services Team Senior International Trade Specialist U.S. Commercial Service

Brian N. Beams

Brian N. Beams

Deputy Director, Global Financial Services Team U.S. Commercial Service

TESTIMONIAL

“I thought the Trade Mission was one of the most unique fundraising assets I’ve ever seen. The ability to have 50+ warm leads provided over the course of 1 day is phenomenal. It would have been impossible for our fund to have done anything like this ourselves and I doubt any financial service organizations could have provided a stronger group. I would highly recommend the Trade Mission, not just because of the quantity of potential investors but the quality of investors.”

– Maxx Bricklin, Principal, Bold Capital Partners, LP

TRADE MISSIONS
GP FUNDS
There will be a total of 12-15 US funds. They will be registering over the next few weeks. Please check back for updates

Metric Collective

Venture Capital

Metric Collective is a vertically integrated franchise and technology company. We own FranchiseHelp, FranFunnel, Oakscale, and Westside Franchise Brands. We supply prospective franchisee leads and world-class tech support to franchisors through FranchiseHelp and FranFunnel. Oakscale offers fully outsourced franchise sales. Westside invests in franchisors. We are franchise suppliers, franchisors, and franchisees.

Jevan Capital

Real Estate

Established in 2009 with one three-unit apartment complex purchased for $45,000 at a trustee sale, Jevan Capital, through its affiliates has grown into a $400mm diversified commercial real estate portfolio. Jevan owns and operates multifamily and commercial real estate in four major markets, timing entry and exits coinciding with major macroeconomic developments and trends.

Equi

Hedge Fund

Diversifying your portfolio with alternatives can help protect against market volatility. But not all alts are created equal. Uncorrelated alts are the key to true diversification. Equi aims to provide investors with a basket of alternatives that are uncorrelated to public markets so that wealth can compound even when markets go sideways.

Cohalo®

Hedge Fund

At Cohalo®, our purpose is to improve portfolios, period, combining a collaborative service model with innovative market strategies to deliver attractive performance and true diversification. As symbolized by our brand, we specifically seek Partners that care deeply about doing the right thing and forging strong relationships of trust centered on truth and purposeful action.

Flowtrack

Hedge Fund

Digital assets present one of the greatest investing opportunities of our generation for both institutions and individuals. Flowtrack provides a solution for investors to prudently diversify their investment portfolio with digital asset exposure. We invest in the liquid tokens of digital assets, focusing on protocols with the greatest potential to disrupt or integrate with real world infrastructure and industries.

Nodenza Venture Partners

Venture Capital

Nodenza Venture Partners is a global Biotech and Medical Device Venture Capital Fund that invests in early-stage & cross-over companies. Our company's experienced management team provides mentorship and investment alongside our Limited Partners. We are driven to find and deliver cutting-edge treatments to patients who need them most.

Softeq Venture Studio

Venture Capital

Our unique accelerator program de-risks investments by combining engineering with startup formation services to help founders build real, scalable, and investable technologies.

U.S. Department of Commerce Certified Trade Mission:

Introductions to Leading U.S. Alternative Asset Fund Managers

This Trade Mission is arranged exclusively for investors seeking to meet with leading U.S. fund managers.

Register Now

To learn more please schedule a call with Irwin Katsof, Managing Director of Trade Missions

Schedule a Call