2018 Certified Trade Mission to Montréal, Canada — Apr 30 – May 1, 2018

2018 Certified Trade Mission to Montréal, Canada
for Private Equity, Private Debt, Venture Capital, Hedge Fund, Real Estate and Infrastructure Fund Managers

Monday Apr 30 to Tuesday May 1, 2018

An opportunity to meet active, screened and interested LPs from Canada‘s leading institutional and family office investors.


  • Minimum of 20 one-on-one personal meetings with Montréal’s leading institutions and family offices
  • Focused, structured, organized and pre-arranged private meetings
  • Convened by the US Embassy
  • No placement agency fees or commissions
  • Full contact information and background provided to GPs prior to all meetings
  • Promotion of your firm to 100+ local institutional investors, and single- and multi-family offices


John Evdokias
President & Portfolio Manager,

John Evdokias commands more than 30 years of experience in the industry: as a stockbroker, portfolio manager, analyst, Designated Registered Options Principal (DROP), Investment Counselor, CIO and CCO. Visavis is a Montréal based, investment counseling firm, licensed by the Quebec Securities Commission (AMF) with an unrestricted practice to advise and manage investment portfolios (& Derivatives). Firm provides first-rate discretionary portfolio management services to individual investors, pension plans and institutions. Objective and raison d’être is to meet or surpass clients’ investment goals.

Brian Beams
International Trade Specialist, US Department of Commerce

A veteran of the United States Air Force and graduate of Central Florida University, BS Finance, Brian’s private sector career began at International Assets Advisory as a Registered Representative (Series 7, 63, 65, & FL-215). After some years at the boutique firm, he joined the US Department of State, Office of Foreign Missions – USUN. Where his focus was diplomacy and national security.

Brian joined the US Commercial Service in September 2013 as an International Trade Specialist for the Northern New Jersey Export Assistance Center. He counsels US businesses that wish to begin exporting or increase their exports throughout the global marketplace. He is the area sector coordinator for financial services and energy to list a few. Lastly, he is the Deputy Team Leader for USCS’s Global Finance Team where he leads the financial services subsector. He was born and raised in Northern New Jersey, has lived in Germany, France, and Bosnia, and traveled to 23 additional countries.


  • Canada is the one of the largest investors in the US, and has invested billions of dollars with US alternative investment managers since the 2008-9 financial crisis.
    • For example, see here for the Foreign Investment Survey (2010-2014) from the Association of Foreign Investors in Real Estate (AFIRE).
  • Canada has some of the largest institutional investors globally including:
    • Canada Pension Plan Investment Board (CPPIB)
    • Caisse de dépôt et placement du Québec (La Caisse)
    • Ontario Teachers’ Pension Plan (OTPP)
    • Public Sector Pension Investment Board (PSP Investments)
    • Alberta Investment Management Co. (AIMCo)
    • Ontario Municipal Employees Retirement System (OMERS)
  • These large pension funds all invest across the full range of alternative investments, and are leaders in investing globally.

  • Total Canadian pension fund assets are ~10% of total US pension fund assets; However, the vast majority (>90%) of Canadian pension fund assets are in Defined Benefit (DB) Plans, with the balance of pension fund assets (<10%) in Defined Contribution (DC) Plans.
    • See here for the Canadian Institutional Investment Network’s Chronicle: An Overview of Pension Plans in Canada 2014.
    • See here for the Pension Investment Association of Canada’s Asset Mix Report for 2014 for both DB Plan Sponsors and DC Plan Sponsors, respectively.
  • Over the past decade from 2004-2014:
    • The medium-sized Canadian DB Plans (and a select group of foundations and endowments) have decreased their Canadian equity allocations and increased their allocations to alternative investments, with a focus on real estate, infrastructure and private equity;
    • The small-sized Canadian DB Plans (and most foundations) have been slow to diversify into alternative investments, but recognize the need to do so.
    • See here for an overview by Greenwich Associates of the Canadian Institutional Investor Dynamics from 2004-2014.


In cooperation with the US Department of Commerce International Trade Administration, US Commercial Service, and the US Embassy and Consulates in Canada, you are invited to apply to join this Certified US Trade Mission. The Mission will introduce a small, select group of US private equity, private debt, venture capital, hedge fund, real estate and infrastructure fund managers to meet pre-screened Canadian pension funds and other institutional investors, as well as single- and multi-family office investors. The Mission is certified by the US Department of Commerce, and organized by Katsof Consulting.

The Certified US Trade Mission is not a conference. Rather, it is a tightly structured and focused fund-raising event, designed to provide US alternative investment managers the opportunity to meet potential LPs in Canada from institutional investors and family offices. Certified US Trade Missions and similar events supported by the US Commerce Department have attracted top funds from the US Click here to see some of the funds that have attended in the past.

What are the cost benefits of participating in Trade Missions?

  1. Without the trade mission format it would be impossible to set up 20-30 LP meetings in one day with pre-qualified potential LPs. It would require multiple days and multiple trips. This is a major benefit in terms of dollars, time, and energy saved.
  2. The same level of meetings would probably require a minimum of two to three trips to meet the same number of high-level people. These additional trips alone are equivalent to or will cost more than the Trade Mission in terms of airfare and hotel.
  3. Without US Government support, you would most likely need to hire a placement agent, which would be a significant up-front cash  expenditure.
  4. A placement agent would also charge you a commission on your earned management fee and on your performance fee. There are no commissions charged on ANY investments you receive during the Trade Mission.
  5. There is a cost in time and energy involved in identifying  prospects, securing contact info, contacting the  prospects, convincing them to meet and then coordinating the schedule in an efficient manner. The Trade Mission takes place on one day and all the LPs come to your hotel. This is a major advantage and a significant save in time, expense and opportunity cost.  As we all know, “Time is Money”.
  6. The US Embassy is the “convener of stature” for the Certified Trade Mission which lends a prestige to the event, helps guarantee the quality of the attendees, and limits the attrition prior to the event.

GP Delegate Selection Criteria

Attendees must be invited to participate in this Mission. Invitees represent a select group of top US private equity, private debt, venture capital, hedge funds, real estate and infrastructure fund managers. The group will consist of senior executives and have a mix of GPs with diverse investment strategies, sector focuses, and geographic preferences.

Attendance in the Certified US Trade Mission to Montréal, Canada is limited to 15 US Funds and a maximum of 20 participants from these Funds, to maximize the level of overall access and one-on-one meeting opportunities with the investor 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 April 13, 2018.

Alternative investment firms will be selected according to the following criteria:

  • Minimum AUM of $50 million
  • Diverse investment strategies, sector focus, and/or geographic preferences.
  • Industry-leading performance history.
  • Sound management and institutional-quality best practices.

The Mission will provide:

  • A broad range of US alternative investment fund offerings to Canadian LPs.
  • An opportunity to meet Canadian institutional LPs from pension funds, endowments and foundations, as well as family offices.
  • A forum to exchange ideas and strategies with Canadian investors, other US-based fund managers, and policy-makers from both Canada and the US
  • Opportunities for intimate interaction between US GPs and Canadian LPs (i.e., one-on-one meetings).

Benefits to Fund Managers

  • Exposure to top-level Canadian investors in an exclusive setting.
  • Opportunity to gain knowledge about Canadian investors’ specific needs.
  • Serve as a delegate in a US government initiative aimed at promoting the nation’s leadership in alternative investments to foreign institutional investors.
  • Showcase your firm’s investment expertise directly to interested investors.


Monday Apr 30, 2018

Arrival in Montréal, Canada

Over night at the deluxe Hôtel Le Crystal. Check in as of 3:00 PM


Tuesday May 1, 2018
Certified Trade Mission

8:30 – 9:00 Registration for US GPs and Canadian LP Investors.

9:00 – 12:30 One-on-one meetings: Members of the US delegation will meet one-on-one with Investment Professionals from Canadian institutional investors and family offices.

12:30 – 1:30 Buffet lunch and informal discussion continues with US Fund Managers and Limited Partner Investors

2:00 Departure

NOTE: The US Government, particularly the US Department of Commerce and the US Embassy is not involved in selecting or recruiting for this mission. Such selection and recruitment is strictly left to the mission organizer. The US and foreign commercial service supports the goals of this event, but does not endorse the specific products or views of the participating organization.