2014 Certified Trade Mission to Montreal, Canada – May 13 – 14, 2014

2014 Certified Trade Mission to Montreal, Canada
“Searching for Alpha” For Private Equity, Venture Capital, Real Estate & Infrastructure Fund Managers

May 13 to 14, 2014
Montreal, Canada

Summary

In cooperation with the U.S. Department of Commerce International Trade Administration, U.S. Commercial Service, the U.S. Embassy and Consulates in Canada, you are invited to apply to join the Certified Trade Mission “Searching for Alpha”, which will introduce a small, select group of U.S. private equity, venture capital, infrastructure and real estate fund managers to meet pre- screened Institutional investors from Canada’s largest Insurance companies, Pension Funds, Institutional investors and Family Offices.
The Mission is certified by the U.S. Department of Commerce. The mission is organized by Katsof Consulting.

The Certified Trade Mission is not a conference. It is a tightly structured and very focused fund raising event designed to provide U.S. private equity, venture capital, real estate and infrastructure fund managers the opportunity to meet potential LP’s in Canada from the largest Institutions and family offices.

Certified Trade Missions and similar events supported by the U.S. Commerce Department have attracted top funds from the U.S. Click here to see some of the funds that have attended in the past.

There have been thirty-seven other Certified Trade Missions globally with the goal of helping promote U.S. economic growth by providing a forum to encourage and stimulate increased foreign business investment in the United States. Over Four hundred U.S. based private equity and venture capital general partners have traveled on one or more of thirty-seven certified trade missions to twenty-eight cities around the world since 2010. They have been introduced to 1,000 plus institutional investors.

GP Delegate Selection Criteria

Attendees must be invited to participate in this mission. Invitees represent a select group of top U.S. private equity, venture capital, infrastructure and real estate fund managers. The group will consist of senior executives and will have a mix of GP’s with diverse investment strategies, sector focuses, and geographic preferences

Attendance in the Certified Trade Mission to Montreal, Canada is limited to twelve U.S. Funds and a maximum of eighteen participants from these funds to maximize the level of overall access and one-on-one meeting opportunities with the institutional attendees. Based on past interest and participation, we expect demand to be very high. Attendees will be accepted on a rolling basis up until the deadline of March 10, 2014.

Private Equity, Real Estate, Infrastructure and Venture Capital Firms will be selected according to the following criteria:

  • Minimum of AUM $50 million
  • Diverse investment strategies, sector focuses and geographic preferences.
  • Industry leading performance history.
  • Sound management and accounting practices.

 The Mission will provide: 

  • One-on-one meetings with the leading Canadian investors.
  • An opportunity to meet Canadian Institutional limited partner investors from the largest Insurance companies , Institutions and Pension Funds.
  • An opportunity to meet investment managers of the leading family offices.
  • A forum to exchange ideas and strategies with Canadian investors, other U.S.-based fund managers, and policy-makers from both Canada and the United States.
  • Opportunities for intimate interaction between U.S. GP’s and Canadian LP’s.
  • Promote U.S. PE, infrastructure, real estate and VC Funds.
  • Introduce U.S. PE, infrastructure, real estate and VC Funds to Canadian LP’s.

Benefits to Fund Managers

  • Exposure to top level Canadian investors in an exclusive setting.
  • Knowledge gained from Canadian investors.
  • Serve as a delegate in a U.S. government initiative aimed at promoting the nation’s leadership in private equity, venture capital, infrastructure and real estate to foreign institutional investors.
  • Showcase your firm’s investment expertise directly to interested investors.

WHY CANADA?

  • Canada is the fifth largest investor in the U.S., and has invested billions of dollars in the U.S. financial services market in the past four years.
  • Canada has five of the largest institutional investors in the world including OMERS, CPPIB, AIMCO, La Caisse, and Ontario’s Teachers.
  • They have taken part in six of the top 100 leveraged buy-outs in history.
  • Canada is in the process of launching a brand-new $800 million program to stimulate the Canadian venture capital sector. This program was designed with the intent of enabling and encouraging U.S. funds to participate.
  • Canadian Institutional Investors own assets all over the world.
  • The are well diversified in geographic locations and in assets with their assets including property in Manhattan, utilities in Chile , international airports and the high speed railway connecting London to the Chunnel tunnel.
  • Their approach to investment is intriguing.
  • They have won the attention both of Wall Street firms, which consider them rivals, and institutional investors, which aspire to be like them.
  • They manage around C$640 billion ($643 billion) between them.
  • Of the 40 largest public pension funds in the world, four are Canadian
  • America aside, no other country has more on the list.
  • Their return has been some of the highest in the world. Those seeking to understand how Canadians have pulled it off are given two answers: governance and pay.
  • There is little political interference in the funds’ operations. They attract people with backgrounds in business and finance to sit on their boards.
  • In order to recruit the best executives, Canadian pension funds have ensured their pay is competitive with Bay Street, Toronto’s version of Wall Street.

Investments made in 2012 by Canadian Institutions in Dollars (Mill)

  • U.S. Equities $99,216
  • Real Estate $51,179
  • Hedge Funds $11,103
  • Infrastructure $7,348
  • Private Equity $6,872
  • Mortgages $4,847
  • Other Alternatives $4,299
  • Timber & Agri $2,191
  • U.S. Bonds $1,960
  • Venture Capital $91

 



Canadian Institutions, Pension Funds, Family Offices Invited :

  • ABR Policiers de Montreal*
  • Addenda Capital*
  • Air Canada Pension Fund*
  • Bank of Montreal Pension Fund
  • Bimcor Inc.(Bell Canada’s Pension Fund)*
  • Caisse de Depot et Placement de Quebec*
  • Canada Pension Plan Investment Board
  • City of Montreal Pension Fund
  • Desjardins Venture Capital*
  • Desjardins Asset Management*
  • Fonds de Solidarite(FTQ)*
  • Hydro Quebec Pension Fund*
  • Innocap Investement Management*
  • Investissement Quebec*
  • Kerr Financial Group*
  • La Fondation Lucie et Andre Chagnon*
  • La Fondation Marcelle et Jean Coutu
  • Legacy 3 Inc*
  • McGill University Endowment*
  • JW Mcconnell Family Foundation*
  • Montreal Finance Cluster*
  • Montreal Police Benevolent & Pension Association(ABRPPVM)
  • Montreal Transit Corporation
  • National Bank of Canada*
  • Palomino Capital*
  • Power Corporation*
  • PSP Investments*
  • Quebec Government & Public Employees Retirement Plan(RREGOP)
  • Quebec Construction Industry
  • Regime de retraite du personnel d’encadrement(RRPE, Quebec- Pension Plan of Management personnel)
  • Regime de Rentes du Mouvement Desjardins
  • SNC Lavalin*
  • The Molson Foundation
  • Universite de Montreal Foundation
* Attended 2012 Certified trade Mission

Agenda

Tuesday May 13, 2014

Arrival in Montreal, Canada

You will be met at the arrivals area and transferred to the five star Loews Vogue Hotel in Old Montreal. Afternoon at leisure.

6:00 PM Optional Dinner in Old Montreal for the U.S. GP Partners and the Director of the U.S. Commercial Service in Canada, Richard Steffens.

 

Wednesday May 14, 2014
Certified Trade Mission
 

Morning at leisure.

Select private meetings will be arranged with Institutional Executives

11:30- 12:00 Registration for U.S.GP’s and Canadian LP Investors

12:00 – 1:00 Lunch and Round table discussion with U.S. Fund Managers and Limited Partner Investors

Joining us will be the Representatives of the major Canadian Institutions. It will be an opportunity for the GP’s and LP’s to meet each other.

1:00-4:45 One-on-one meetings: Members of the U.S. delegation will meet in one-on-one meetings with Investment Professionals from the leading Canadian Institutions, Insurance companies, and pension funds.

4:45-5:00 Wrap Up

5:00 Departure

Transfers provided from the Concierge desk to the airport

*The government of the United States, particularly the U.S. department of Commerce and the U. S. Embassy is not involved in selecting or recruitment  for this mission. Such selection and recruitment is strictly left to the mission organizer.  The U.S. and foreign commercial service supports the goals of this event but does not endorse the specific products or views of the participating organization.