BMO - Summit Partner

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BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. 

As a member of BMO Financial Group (NYSE, TSX: BMO), we’re part of one of the largest diversified financial services providers in North America with US$861 billion total assets and approximately 47,000 employees as of January 31, 2023. BMO Financial Group is the 8th largest bank in North America as measured by assets (Bloomberg, as of October 31, 2022). Learn more in our Annual Report.

Website: https://capitalmarkets.bmo.com

Investor Attending: David Wismer, Global Head Technology Investment & Corporate Banking

Wealhouse Capital Management was established in 2008 as an independent, privately owned alternative asset manager. Our goal was to provide award-winning investment strategies to ultra-high net worth individuals, family offices and advisors. Today, our small but mighty team manages more than a billion in assets for Canada’s wealthiest families and entrepreneurs.

We believe business is personal, and we treat your money exactly the same way we treat ours — in fact, all of our employees are invested in our funds. Wealhouse isn’t about any one manager or person. Our success is built on a healthy combination of individuality and collaboration, backed by a rigorous approach to methodology and process.

We are investment generalists, tuned to find value and opportunities as they arise. We are constantly learning and evolving our strategies in order to take advantage of the changes the markets inevitably go through. We anticipate these shifts so we can mitigate risk, identify opportunity and protect your capital.

To that end, we are not wedded to any particular thesis, industries, sectors or geographies. We seek opportunities wherever they may be and — being a small and nimble organization — we pounce on them, often before anyone else. While market volatility can crush our competitors, we embrace it — because we see changes coming and are equipped to take full advantage. Change is inevitable, and it’s our mission to make it work for you.

Website: https://wealhouse.com

Investor Attending: Scott Morrison, Founder and Chief Investment Officer

Roadmap Capital and its investors have invested over $200M in "deep tech" and disruptive technologies, including semiconductors, medical devices and cybersecurity. We invest in technologies that either satisfy an “unmet need”, or provide a 10X improvement over incumbent technology providers. We seek to invest in companies that are improving the human condition in multi-billion-dollar global markets. We focus on providing "scale-up capital" to Canadian companies that are commercializing technologies that are based on “hard science”, with strong IP and technology-based barriers to entry.

Our source of capital to date has been private capital from ultra-high-net-worth individuals and families who have come to trust Roadmap Capital's deep domain expertise. We are very focused: since launching our unique co-investment model in Q1 of 2014, over $180M of the $200M+ that our families have invested has gone into 8 companies, through Limited Partnership funds set up to enable our investors and ourselves to co-invest in individual companies. 

Website: https://roadmapcapitalinc.com 

Investor Attending: Hugh Cleland, Co-Founder and Principal

Through its principal subsidiaries, Canaccord Genuity Group Inc. (the “Company”) is a leading independent, full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. Since its establishment in 1950, the Company has been driven by an unwavering commitment to building lasting client relationships. We achieve this by generating value for our individual, institutional and corporate clients through comprehensive investment solutions, brokerage services and investment banking services. The Company has wealth management offices located in Canada, the UK, Guernsey, Jersey, the Isle of Man and Australia. The Company’s international capital markets division operates in North America, UK & Europe, Asia, Australia and the Middle East.

Canaccord Genuity Group Inc. is publicly traded under the symbol CF on the TSX.

Canaccord Genuity’s global capital markets division offers institutional and corporate clients ideadriven investment banking, merger and acquisition, research, sales and trading services from offices in North America, UK & Europe, Asia, Australia and the Middle East. Our diverse team of capital markets and advisory professionals has deep industry and transactional expertise in key growth sectors of the global economy. We are committed to providing valued services to our clients throughout the entire lifecycle of their business and operating as a gold standard independent investment bank – expansive in resources and reach, but targeted in industry expertise, market focus and individual client attention. We are driven by your success. 

Website: www.cgf.com

Investor Attending: Mike Lauzon, Managing Director, Investment Banking, Head of Technology, Media and Telecommunications

Cormark is a leading independent investment dealer counseling Canadian and international institutional investors and a wide variety of growth oriented companies from our offices in Toronto and Calgary:

Leading Independent Investment Dealer: We rank as one of Canada’s foremost mergers & acquisitions advisors and underwriters with single transaction underwriting capacity in excess of $1 billion. Employee owned and fully independent

Our equity sales, trading and research professionals provide Canadian and international institutional investors with top-tier execution and insightful investment ideas. We have been rated amongst the top 3 Canadian mid-cap brokerage firms by institutional investors for 8 consecutive years, as compiled by Brendan Wood International. Consistently amongst top 10 dealers in terms of TSX trading volume.

Website: www.cormark.com

Investor Attending: Peter Charton, Vice Chairman, Managing Director, Investment Banking

EDC is a financial Crown corporation dedicated to helping Canadian companies of all sizes succeed on the world stage. We equip Canadian companies with the tools they need – the trade knowledge, financing solutions, equity, insurance and connections – to grow their business with confidence. Underlying all of our support is our commitment to sound environmental, social and governance principles (ESG), EDC is focused on ensuring our operations protect the environment and people, conducting our business with the highest level of integrity, building a supportive and inclusive workplace, and contributing to the communities where we live and work.

EDC’s Investments Program is an evergreen investment group with over $2bn in committed and invested capital that invests independently or in partnership with other investors under standard industry terms, conditions and return expectations. By taking minority equity positions in Canadian SMEs that have a demonstrated competitive advantage, we support Canada’s international growth aspirations. In addition to our core direct and fund investments program, EDC also manages an Investment Matching Program and Clean-Tech Investment matching program working alongside venture capital or private equity investors to increase the capital available to Canadian companies for small and medium-sized Canadian enterprises under the same commercial terms on a funding round led by approved investors. In addition, EDC manages an Inclusive Trade Matching Program  to help create more opportunities for women, Indigenous and minority-owned and -led export businesses by addressing one of their main barriers to growth – the lack of equitable access to capital. 

Website: www.edc.ca

Investor Attending: Greg McElheran, VP Market Development

Georgian invests in high-growth B2B software companies that are amassing a unique data set and using AI to drive value for their customers. Our technology platform seeks to identify and accelerate leading growth-stage software companies. We believe that a digital approach can provide a better experience of growth capital to software company CEOs and institutional investors. Based in Toronto, Georgian’s team brings together investors with machine learning professionals, software entrepreneurs and experienced operators.

Georgian looks for market-leading B2B SaaS companies with strong leadership and work culture. Georgian invests at the growth stage—typically companies that are generating at least US$500k in monthly recurring revenue and raising between US$25 and US$75 million.

Founded in 2008, Georgian has US$6.3B AUM, as of December 31, 2022, and has made 67 investments with 26 exits across 8 funds. Most recently, Georgian has invested in Poly.ai, Savana, Oyster and Gravie from our Growth Fund VI.

Website: www.georgian.io 

Investor Attending: Steve Leightell, Lead Investor

HarbourVest is an independent, global private markets firm with 40 years of experience and more than $106 billion of assets under management as of December 31, 2022. Our interwoven platform provides clients access to global primary funds, secondary transactions, direct co-investments, real assets and infrastructure, and private credit. Our strengths extend across strategies, enabled by our team of more than 1,000 employees, including more than 215 investment professionals across Asia, Europe, and the Americas. Across our private markets platform, our team has committed more than $55 billion to newly-formed funds, completed over $46 billion in secondary purchases, and invested over $33 billion in directly operating companies. We partner strategically and plan our offerings innovatively to provide our clients with access, insight, and global opportunities.

Website: https://www.harbourvest.com

Investor Attending: Senia Rapisarda, Managing Director

Inovia Capital is a venture capital firm that partners with founders to build impactful and enduring global companies. The team leverages an operator-led mindset to provide founders with multi-stage support, mentorship, and access to a worldwide network. Inovia manages over US$2.2B with operations in Montreal, Toronto, Calgary, San Francisco, and London.

We’re more than a VC firm, more than investors, and more than partners. Above all, we’re builders, driven by purpose. We elevate founders, companies and communities by mentoring, making connections and opening doors. We believe we can have a positive, lasting impact by building together.

Website: www.inovia.vc

Investor Attending: Alex Behal, Vice-President

Maverix Private Equity is a Toronto-based private equity firm led by an experienced and talented team with the background, network, and track record necessary to successfully execute a technology-enabled growth and disruption investment strategy. We are investing out of our inaugural fund, Maverix Growth Equity Fund I. Maverix targets North American businesses with rapidly growing revenues and evidence of a clear, profitable business model. Average position size is US$50M for meaningful minority positions in our portfolio companies. 

Our mission is to build a globally recognized, industry-leading, Canadian-based Private Equity platform that invests in market-changing businesses and exploits the disruptive opportunities inherent to the accelerating pace of transformation. We aim to transform legacy businesses and industries to unlock substantial financial opportunity with appropriately mitigated levels of risk. Our founding principles include: Entrepreneurs are our partners; opportunity is generated by innovation; challenging the status quo; grounded by our values: respect, transparency and freedom from judgement; and having fun! 

Website: www.maverixpe.com

Investor Attending: John Ruffolo, Founder & Managing Partner

Since its founding in Montreal in 1968, Pembroke Management has focused on investing in high-quality growth companies in Canada and the US. With offices in Montreal and Toronto, Pembroke Management serves institutional and high net worth clients in North America and Europe.

Pembroke Private Wealth Management, a wholly owned subsidiary of Pembroke Management founded in 1988, offers a range of investment solutions to family offices and high net worth clients across Canada and is registered with the Mutual Fund Dealers Association.

The Pembroke group of companies is proudly independent and has combined innovation, insight and growth to help build client wealth since 1968.

Website: https://private.pml.ca

Investor Attending: Jeff Tory, Chairman & Partner

Teachers’ Venture Growth (“TVG”) is the venture growth investment platform of the Ontario Teachers’ Pension Plan (“OTPP”).  An independent organization with ~C$247B of AUM, OTPP invests to secure the pensions of over 336,000 active and retired schoolteachers in the province of Ontario.  TVG is focused on making both direct equity (80%) and fund (20%) investments to gain exposure to category leading businesses within the tech ecosystem.

TVG is a global investor with teams based in Toronto, San Francisco, London, Hong Kong and Mumbai.  Since TVG’s founding in 2019, we have grown the portfolio to over $7b including direct investments in some of the leading companies in the Cyber, Fintech, Digital Health, Logistics and Sustainability sectors which are key areas of focus.  The portfolio includes Tanium, ComplyAdvantage, Lendable, Taxfix, Kry, Alan, Lalamove, Pony.Ai, Motif and Evolved by Nature.  In Canada, we are an investor in Applyboard and Attabotics.

TVG’s direct investing strategy is centered around partnering with companies with bold missions, looking to expand their product offering, scale geographically, and become the leaders in their markets.  As a long-term, reliable partner, we support our portfolio companies through connections to our extensive global network of corporate partners and 100+ portfolio companies within the broader OTPP portfolio.  We are flexible in investment size and structure, generally investing in Series B onwards with initial cheque sizes ranging between $50M and $250m and the ability to follow-on.  We frequently lead rounds but can also participate as a follow-on investor.  We strive to become the number one partner to mission-driven founders who want to have a positive impact on people and the planet.

Website: https://www.otpp.com/en-ca/investments/our-investments/teachers-venture-growth/

Investor Attending: Olivia Steedman

Executive Managing Director and Global Head