The 2025 LP Tech Summit

Data, AI & Secondaries Infrastructure. Modernizing LP infrastructure for more dynamic private market & portfolio operations.

Event Details

Date
October 9, 2025
Location
Toronto, ON
Produced and hosted by
Portrait of a man with short hair wearing a dark shirt against a black background.
Marc Andrew

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.

Download the event recap

Key insights and perspectives from senior leaders across private markets from

The 2025 LP Tech Summit

.

The 2025 LP Tech Summit
Report

Event Sponsors

Proudly supported by the companies driving innovation and growth.

Meet our speakers

GP and LP operation, technology and data leaders: in one room. Aligning on the technologies, systems, and operating models shaping what comes next.

James Cooper

Global Head of Analytics Engineering & AI

CBRE Investment Management

Laurence Tosi

Managing Partner and Founder

WestCap

Charlie Tafoya

CEO and Co-Founder

Chronograph

Eduard van Gelderen

Head of Research

FCLT Global

Avinash Koul

SVP, Technology & Data

Dawson Partners

Ed Brandman

CEO & Founder

ToltIQ

Rohan Rajpal

CEO & Co-Founder

AltConvey

Mamal Amini

CEO

GovernGPT

Umar Malik

Senior Managing Director, Chief of Finance for Private Equity

BCI

Parnaz Tabrizian

Director of Innovation Labs

Alberta Investment Management Corporation (AIMCo)

Harald Collet

Co-Founder & CEO

Alkymi

Amar Varma

Co-Founder & CEO

Mantle

Jazmin Hogan

Head of Alternative Asset Solutions

73 Strings

Christian Scialino

Solutions Architect (Head of Americas)

FINBOURNE Technology

Daniel Wroblewski

Managing Director

Lauren Harris

Managing Director

Northleaf Capital Partners

Owen P. Stubberfield

Private Capital Advisor

Tap

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 Partner

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

Who it’s for

Attendance is curated to ensure value. If you're building, scaling, or optimizing a private credit platform, you’ll be among your peers.

want to learn more about the audience?

Who’s coming

Private Credit Fund Operators

COOs, CIOs, Chief Risk Officers, Portfolio Managers

Technology Providers

Automating risk analytics, portfolio management, and data infrastructure

Institutional Credit Investors

LPs and asset allocators shaping private credit’s next phase—including the expansion into retail

Agenda

A curated program designed for decision-makers in private markets.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
8:00
Registration & Networking Breakfast
Day 1
09:00
Welcome by Marc Andrew, Founder, The Private Markets Forum
Day 1
09:05
Presentation by: Laura Lenz, Managing Partner, Omers Ventures
Day 1
09:25
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

Day 1
09:55
Fireside Chat with Laurence Tosi, Founder and Managing Partner, WestCap
Day 1
10:15
Presentation by: Ed Brandman, CEO & Founder, ToltIQ (former CIO at KKR)
Day 1
10:35
Coffee + Conversation
Day 1
11:00
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

Day 1
11:30
Presentation: The Impact of AI on the Canadian Model

Eduard van Gelderen, Head of Research, FCLT Global (former CIO of PSP Investments)

Day 1
11:50
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

Day 1
12:15
Presentation: Steve Everett, Chief Commercial Officer CDS and Head of Post Trade Innovation, TMX Group
Day 1
12:35
Lunch
Day 1
13:35
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

Day 1
14:05
Presentation Jazmin Hogan, Head of Alternative Asset Solutions - North America, 73 Strings
Day 1
14:20
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

Day 1
14:45
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

Day 1
15:15
Afternoon Reception
Day 1
17:00
Conference Close
Day 1

Interested in sponsoring?

Partner with The Private Markets Forum to engage senior decision-makers shaping private markets infrastructure.

Close

The 2025 LP Tech Summit

By submitting this application, you acknowledge that you will be automatically subscribed to Private Markets Forum communications, including event updates, reports, and industry insights. You may unsubscribe at any time.
Thank you for applying to attend!
Your application has been received. We will reach out with more information via email soon.
Oops! Something went wrong while submitting the form.