The 2025 LP Tech Summit
Data, AI & Secondaries Infrastructure
PRODUCED AND HOSTED BY:
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Explore how institutions are enhancing portfolio visibility, performance, and closing the technology gap in private markets.
Investment technology is ready for transformation.
Canadian pensions — the Maple Eight — manage over $2 trillion and are recognized globally for governance, scale, and strategic depth.
Now leading allocators have the opportunity to set the standard for next-generation private markets infrastructure.
The LP Tech Summit will convene senior pension, investment, and technology leaders from across Canada and beyond to help rewire private capital operations - enhancing transparency, unlocking liquidity, and improving portfolio insight.
Attendance is curated to ensure value. If you're building, scaling, or optimizing LP operations, you’ll join your peer group.
- Institutional Allocators – Senior pension and investment leaders modernizing private markets operations, data infrastructure, and performance oversight
- LP Operations & Technology Executives – COOs, CTOs, CDOs, and heads of reporting, compliance, and systems architecture
- Technology Founders & Infrastructure Builders – Designing tools and platforms that improve transparency, portfolio visibility, and allocator workflows
Attendance is curated to ensure value. If you're building, scaling, or optimizing LP operations, you’ll join your peer group.
Meet & Learn From
Speakers
James Cooper
Global Head of Analytics Engineering & AI, CBRE Investment Management
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Laurence Tosi
Managing Partner and Founder, WestCap
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Charlie Tafoya
CEO and Co-Founder, Chronograph
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Eduard van Gelderen
Head of Research, FCLT Global
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Avinash Koul
SVP, Technology & Data, Dawson Partners
Ed Brandman
CEO & Founder, ToltIQ
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Rohan Rajpal
CEO & Co-Founder, AltConvey
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Mamal Amini
CEO, GovernGPT
Umar Malik
Senior Managing Director, Chief of Finance for Private Equity, BCI
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Parnaz Tabrizian
Director of Innovation Labs, Alberta Investment Management Corporation (AIMCo)
Harald Collet
CEO & Co-founder Alkymi
Amar Varma
Co-Founder & CEO, Mantle
Jazmin Hogan
Head of Alternative Asset Solutions -North America, 73 Strings
Christian Scialino
Solutions Architect (Head of Americas), FINBOURNE Technology
Daniel Wroblewski
Managing Director | GenAI, Data, and Investment Strategy Innovation, CPP Investments | Investissements RPC
Lauren Harris
Managing Director, Northleaf Capital Partners
Owen P. Stubberfield
Private Capital Advisor, Tap
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Michael Aldridge
Co-founder, President and Chief Revenue Officer, Accelex
Davis Thacker
Head of Corporate Development, Carta
Steve Everett
Chief Commercial Officer CDS and Head of Post Trade Innovation, TMX Group
Laura Lenz
Managing Partners, Omers Ventures
Eric Chang
Co-Founder & CEO, Claira AI
Richie Bohny
Vice President, Carlyle AlpInvest
Kevin Watson
Head of Sales, Technology Solutions, Hamilton Lane
Barrie Laver
Managing Director, Head Venture Capital & Private Equity, RBC
Agenda
subject to change
8:00 am Registration & Networking Breakfast
9:00 am Welcome by Marc Andrew, Founder, The Private Markets Forum
9:05 am Presentation by: Laura Lenz, Managing Partner, Omers Ventures
9:25 am Opening Panel: Building the Next-Gen LP Stack
LPs are building increasingly complex portfolios - combining primaries, secondaries, co-invests, private credit, and direct investing. Most allocators run on systems built for a simpler era. This session will explore the big picture of how to modernize LP technology.
- James Cooper, Global Head of Analytics Engineering and AI, CBRE Investment Management
- Umar Malik, Chief Financial Officer, Private Equity, BCI
- Panel Chair: Charlie Tafoya, CEO and Co-Founder, Chronograph
9:55 am Fireside Chat with Laurence Tosi, Founder and Managing Partner, WestCap
10:15 am Presentation by: Ed Brandman, CEO & Founder, ToltIQ (former CIO at KKR)
10:35 am Coffee + Conversation
11:00 am Panel: How to Structure Data for AI Insight
This session will explore how to transform data into actionable insights. Panelists will discuss the right data architecture to support the integration of AI to enhance investment processes and decision-making.
- Avinash Koul, SVP, Technology & Data, Dawson Partners
- Christian Scialino, Head of Solution Architecture in North America, Finbourne Technology
- Eric Chang, Co-Founder & CEO, Claira AI
- Panel Chair: Parnaz Tabrizian, Director of Innovation Labs, AIMCO
11:30 am Presentation: The Impact of AI on the Canadian Model
- Eduard van Gelderen, Head of Research, FCLT Global, (former CIO of PSP Investments)
11:50 am Fireside Chat: Can we Build a Direct Line From Cap Tables to LP Analytics?
- Davis Thacker, Head of Corporate Development, Carta
- Michael Aldridge, Co-Founder, President and Chief Revenue Officer, Accelex
- Barrie Laver, Managing Director, Head Venture Capital & Private Equity, RBC
12:15 pm Presentation: Steve Everett, Chief Commercial Officer CDS and Head of Post Trade
Innovation, TMX Group
12:35 pm Lunch
1:35 pm Panel: Secondaries as a Data (and Workflow) Challenge
LPs are using secondaries as core portfolio management, but legacy systems can't handle the complexity. How do you aggregate performance data, market comps, and deal flow to price fund interests in real-time?
- Rohan Rajpal, CEO & Founder, AltConvey
- Owen Stubberfield, Private Capital Advisory, Tap
- Richie Bohnny, Vice President, Carlyle AlpInvest
- Panel Chair: Kevin Watson, Technology Solutions, Hamilton Lane
2:05 pm Presentation Jazmin Hogan, Head of Alternative Asset Solutions - North America, 73
Strings
2:20 pm Panel: AI Agents in Practice: Exploring Early LP Use Cases
LPs have begun experimenting with AI agents for document processing, capital call forecasting, and portfolio monitoring. This session explores early use cases, what's working, and where agents might add real value.
- Harald Collet, CEO and Co-Founder, Alkymi
- Amar Varma, Co-Founder & CEO, Mantle
- Daniel Wroblewski, Managing Director, GenAI & Knowledge, Canada Pension Plan Investment Board
- Panel Chair: Mamal Amini, Co-Founder & CEO, GovernGPT
2:45 pm Fireside: From Quarterly to Real-Time: Automating LP Reporting
Most LP reporting still runs on quarterly PDFs and manual spreadsheets. This session explores building automated systems that deliver continuous portfolio insights.
- Thomas Terrats, CEO & Co-Founder, Vessel
- Lauren Harris, Managing Director, Private Equity, Northleaf Capital
3:15 pm Afternoon Reception
5:00 PM Conference Close
Testimonials
What leaders are saying
Truly a great event with meaningful insights to bring back and apply.
Just an incredible, first-rate conference.
This was a remarkable conference, with a remarkable group of people, that we absolutely want to be involved with going forward.
Each and every conversation this morning left me wanting to keep listening and learning more!
PMF is playing an absolutely critical role in assembling the right players driving private markets forward
Incredible energy and pitch-perfect content among an elite audience.
The level of conversation and energy was top tier
I go to a lot of conferences and this was by far the best from a thought leadership and content perspective
So well curated and exactly the right people
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Summit Logistics
Is this event for me?
If you're building, scaling, or optimizing LP operations, you’ll join your peer group.
When does the in-person conference begin and end?
8am to 5pm
What is included in the Pass?
Access to all content sessions, conference materials, food and beverage and networking sessions.
Where will it be?
TMX Market Centre
120 Adelaide Street W
Toronto, ON
How do I get there?
It's downtown Toronto. If you're coming, you'll know how.
Host
The Private Markets Intelligence Group is a company dedicated to assembling leaders in the emerging technological infrastructure of alternative assets. It was founded and is owned by Marc Andrew.
Help scale the infrastructure
of private markets.
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