Thank you for registering for The LP Tech Summit: Data, AI & Secondaries Infrastructure.
We’re looking forward to welcoming you this Tomorrow on October 9, at the TMX Market Centre in Toronto.
The program is designed for depth, real conversations, sharp ideas, and meaningful connections with leaders shaping private markets.
You will find additional event details below. For any questions, contact us at info@private-markets.com.
Venue Entrance: 120 Adelaide St. W., Toronto
Parking: Paid public parking at 100 Adelaide St. W.
Transit: The venue is easily accessible by public transportation
Start Time: Registration and networking breakfast begin at 8:00 AM
Check-In: Follow signage to the registration table to collect your badge. Your ticket is in your confirmation email (don’t worry if you can’t find it - we have you accounted for).
If you need to update your registration submission, please do so through your unique RSVP link found in your calendar invitation, or reach out to us at info@private-markets.com.
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 architecture.
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: Laurence Tosi, Founder and Managing Partner, WestCap
10:15 AM
Presentation: Ed Brandman, CEO & Founder, ToltIQ
10:35 am
Coffee + Conversation
11:00 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.
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
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
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
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