The LP Tech Summit: Data, AI & Secondaries Infrastructure
Private markets are transforming. LP technology should lead.
Explore how institutions are enhancing portfolio visibility, performance, and closing the technology gap in private markets.
Private capital has evolved. LP tech and liquidity strategy are just beginning to modernize.
Private market operations are held back by fragmented systems and opaque data, which heightens risk, redudes visibility, and limits performance. And as secondaries become a critical tool of portfolio management, the need for agile infrastructure and smarter liquidity workflows is only growing.
Canadian pensions — the Maple Eight — manage over $2 trillion and are recognized globally for governance, scale, and strategic depth. But even the most sophisticated allocators are constrained by legacy systems struggling to match rising market complexity.
- 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
The LP Tech + Secondaries Summit will convene senior pension, investment, and technology leaders from across Canada and beyond to 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.
Meet & Learn From
Speakers
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 | Opening Presentation
9:25 AM | Opening Panel: Building the Next-Gen LP Stack
Portfolios are more complex, data volumes are exploding, and stakeholders expect real-time insights. But most allocators run on systems built for a simpler era. This session explores how to modernize LP technology architecture.
9:45 AM | Fireside Chat: The LP-GP Partnership in the Data Age
11:05 AM | Panel: How to Build a Total (and Real-Time) Portfolio View
Major LPs manage complex portfolios across public markets, private equity, real estate, and infrastructure. But most can't see total exposure to a sector, geography, or risk factor in real-time. This session explores how leading allocators are breaking down data silos to build unified (and more real-time) portfolio visibility.
10:35 AM | Panel: Making Systems Actually Work Together
LPs have great point solutions that don't integrate. This creates data silos, manual workarounds, and expensive customizations.
11:05 AM | Coffee + Conversation
11:30 AM | Panel: How to Structure Data for AI Insight
This session will explore how to transform raw data into actionable insights. Panelists will discuss the optimal data architecture to support integration of AI models to automate investment lifecycle processes, and enhance decision-making.
12:00 PM | Presentation: The Impact of AI on the Canadian Model
12:20 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?
12:50 PM | Lunch
2:00 PM | Panel: In-House vs. Vendor Management: Where to Draw the Line
You can build custom solutions, but you still need to integrate with multiple data providers, portfolio systems, and reporting platforms. This session explores when to build in-house vs. orchestrating best-of-breed vendors.
2:35 PM | Presentation (TBA)
2:55 PM | Panel (TBA)
3:25 PM | Welcome to Afternoon reception
3:30 PM | Afternoon Reception
5:00 PM | Conference Complete
Tailored Partnership Packages
Request a backgrounder on partnership options
Become a sponsorTrusted by Leaders Across Finance & Technology
Summit Logistics
Is this event for me?
When does the in-person conference begin and end?
What is included in the Pass?
Where will it be?
How do I get there?
Host
Help scale the infrastructure
of private markets.
Please get in touch or subscribe to stay informed of The Private Markets Forum.
call
+1 (778) 835-0633