Join us on October 31, 2023

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October 31, 2023

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


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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Michael Deane
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Michael Deane

Chief Executive Officer at CapM Securities Corp.

Gerry Fields

Gerry Fields

President and General Counsel at CORNERSTONE GROUP FAMILY OFFICE

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 both as a guest lecturer and as a mentor. Gerry was formerly appointed as the General Counsel for Canada and the United States for the FIDINAM GROUP of Companies headquartered in Switzerland. He 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 subsequently was the President and Chief Compliance Officer of a Canadian Limited Market Dealer and an Exempt Market Dealer. Gerry formerly served as the Senior Securities Counsel for a downtown Toronto law firm. Gerry graduated with distinction from Concordia University in Montreal and earned a Bachelor of Laws Degree and Juris Doctor Degree from Osgoode Hall Law School in Toronto. Gerry has chaired domestic and international programs on family offices, private equity, corporate finance, investment and wealth management topics. Gerry also serves as a Mediator and an Arbitrator. He has authored numerous publications and is currently active in many industry, trade and professional associations including the Toronto Lawyers Association (TLA); American Bar Association (ABA); CFA Society Toronto (CFA Private Wealth Management Committee); 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, Institutional Investor Engagement Committee, Global Investment Peer Group (IPG), AIMA Global Customer Due Diligence Guide, U.S. SEC Private Fund Rules Peer Group, United Nations Principles for Responsible Investment Working Group for Private Credit ESG Due Diligence Questionnaire; Alternative Credit Council (ACC); Key Media Annual Wealth Professional Awards Wealth Professional Judge; Markets Group Private Wealth Canada Forum, Moderator, Alternative Assets; Deputy Chair and Strategic Counsel, International Family Office Association (IFOA) (Not-for-Profit); Director, Pro Bono Services, Canadian Family Office Association (CFOA) (Not-for-Profit); and Chartered Professional Accountants of Canada (CPA Canada) where Gerry has served as a Judge and 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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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


“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

There will be a total of 12-15 US funds. They will be registering over the next few months. Please check back for updates

ATX Venture Partners

Private Equity

ATX Venture Partners is a venture capital firm that focuses on leading Seed, Series A, and early-stage software investments across the US. The firm invests in disruptive and emerging B2B software, APIs, applications, frontier tech, and marketplaces across a number of industries including Supply Chain, FinTech, InsurTech, and Future of Work. ATX also opportunistically invests into different stages, investment structures, and profiles outside of our early stage fund vehicles. ATX Venture Partners gives founders what they need most: access to the tools and talent from industry experts with hands-on support that sets the stage for success. Our limited partners include a myriad of successful entrepreneurs, executives, institutions, and family offices. We combine the generational wisdom and experience of today’s industry operators with the best disruption and enabling technology operators of tomorrow.

Katz Capital

Private Debt

At Katz Capital, we take a multi-strategy, value-oriented approach to analytical investing, with the goal to build consistent returns over the long run. We focus on investing in the broader real estate and financial services sectors in strategic locations throughout Florida, Illinois, and the United States, and augmenting returns with non-capital intensive operations. Our goal is to strive towards consistently building wealth for our investors over a broad time horizon.

Moderne Ventures

Venture Capital

Moderne Ventures invests in technology companies in and around real estate, finance, insurance and home services. It has both a fund and an Industry Immersion Program and Corporate Advisory Practice, the Moderne Passport, designed to foster innovation, partnership and growth between industry partners and new emerging technology companies. Moderne works with over 700 executives and corporations within its core industries and evaluates over 4,500 emerging tech companies each year. Moderne most often looks outside its industries to find technologies that can be applicable within them, and it has invested in almost 80 companies, including DocuSign, Updater, August, Better, Hello Alfred, Leaselock, TaskEasy and Homesnap.

Next Frontier Capital

Venture Capital

Founded in 2015, Next Frontier Capital’s focus is to partner with mission-driven, talented entrepreneurs to build Rocky Mountain technology companies of impact, utility and value.

Decathlon Capital Partners

Venture Capital

Decathlon Capital Partners specializes in providing revenue-based funding solutions to businesses seeking a smarter, lower-cost alternative to traditional equity financing approaches. By offering companies a dramatically better solution to their funding needs, Decathlon’s revenue-based financing provides businesses with access to flexible, long-term capital without any dilution, extra operational overhead or loss of control. Decathlon is focused on providing highly customized revenue-based funding solutions to established companies across a wide range of industry segments and U.S. geographies. As a leading provider of equity-replacement funding, the Decathlon team has worked with hundreds of growth-focused businesses during the last decade to help them create and realize value.

Kingfish Group

Private Equity

The Kingfish platform is unlike any other in private equity. We believe relationships with the right on-point experience can dramatically change the trajectory of a business. As private equity advisors and investors our platform ensures we make that impact every time. Our network includes seasoned, on-point executives who have been customers, competitors and key suppliers to the business, meaning they don’t just know the answers – they know the right questions to ask.


Investment Management

Investments | Portfolio Management | Corporate Services

KSV Global

Venture Capital

KSV Global is a Boston-based investment firm that takes a differentiated approach to growth equity investments in the United States, Europe, and Asia. We integrate a unique family office environment with robust institutional experience to add tangible, long-term value to our partners. We are flexible in our pursuits and seek like-minded entrepreneurs and owners who prioritize strong business models and seek robust growth. We have significant investing experience in a broad range of sectors including consumer, healthcare, industrials, technology, and technology-enabled services.

EduLab Capital Partners

Venture Capital

EduLab Capital Partners is an early-stage venture capital firm focused exclusively on the education market, investing in business models that transcend the traditional education landscape. The Company’s Boston- and Tokyo-based team provides foundational support to entrepreneurs to help expand their customer base, make key early-stage hires, and raise additional capital for profitable and sustainable growth. EduLab’s education market savvy and artificial intelligence expertise provide unique leverage points for its investments, while the Company’s network of global partnerships and distribution channels provide its portfolio companies with the depth and reach to quickly accelerate product integration and impact.

Shore Capital Partners

Venture Capital

Shore Capital, a Chicago-based private equity firm with offices in Nashville, is an investor in microcap companies in the Healthcare, Food and Beverage, Business Services, Industrial, and Real Estate industries. Shore’s strategy is to support management partners to grow faster with less risk, through access to capital, world-class board and operational resources, and unmatched networking, development, and shared learnings across the portfolio. For the third consecutive year in 2022, Shore received recognition from Inc. Magazine as a top founder-friendly investor, and by Pitchbook research for leading all U.S. Private equity firms in total deal volume. Shore targets investments in proven, successful private companies with superior management teams, stable cash flow, and significant potential to grow through industry consolidation and organic growth to generate value for shareholders. Shore has over $6 billion of assets under management and in additional investment platforms to which it provides business and operational consulting services.

Catchlight Capital Partners

Venture Capital

CatchLight Capital Partners is a venture fund focused on cross-border investment opportunities in tech startups. One of our specialties is to restructure companies' cap tables in order to avoid any geopolitically induced compliance issues.

DDelta Real Estate Investments

Real Estate

We integrate a team with more than 20 years of experience in the real estate sector. We are Investment Program managers with an office in Austin, Texas with more than 10 years of experience in the United States, more than ten investment vehicles in our management, and more than $1,200 MM invested throughout our history.

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

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