Next week, 100 technology leads from LPs, managers, and platform builders gather in Toronto for a day focused on the operational challenges moving private markets forward.
The agenda for the LP Tech Summit is below. It includes:
Data infrastructure that scales
Liquidity and secondaries strategy
AI-driven portfolio insights
Platform modernization
Space is limited: fewer than 15 spots remain
And if you’ve received your invitation to attend, we encourage you to complete your registration today.
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
(*sample of organizations who have applied to attend)
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
3:35 pm
Conference close and welcome to afternoon reception
3:40 pm
Afternoon Reception
5:00 pm
Conference Close
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