2018 Certified Trade Mission Global Road Show to Toronto, Canada — June 27-28, 2018

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

Wednesday June 27 to Thursday June 28, 2018

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


  • Minimum of 15 one-on-one personal meetings with Toronto’s institutions and family offices
  • Focused, structured, organized and pre-arranged meetings
  • Convened by the U.S. Embassy
  • No placement agency fees or commissions
  • You receive full contact information and background prior to all meetings
  • Promotion of your firm to 150+ local institutional and family office investors


Nicholas P. Katsepontes
Lawyer, and President and CEO,

Nicholas P. Katsepontes has over 25 years of legal and business experience providing counsel and business advice to shipping, biotechnology, and hi-tech companies.

He started his legal career in Halifax, Nova Scotia in 1988 where he practiced shipping, marine, and corporate law for an established law firm. He moved to Ottawa in 1992 to serve as a Special Advisor to the Ministry of Foreign Affairs and International Trade (DFAIT) providing strategic and legal advice in relation to Canada’s maritime and fisheries law and policy. He has worked and published papers in the areas of law of the sea, fisheries management, ship registrations, and oil and gas development in closed seas.

He is a Co-Founder and acting CEO and President of Axios Investments Corporation. He has also served as VP Investment Banking and Legal Counsel of an Ottawa based boutique investment bank; as Vice-President Corporate Affairs and Legal Counsel for JSS Medical Research Inc., assisting that company in its corporate reorganization as well as acquisition and merger strategies; as a director of a number of leading edge technology companies including SWIX (corporate metrics); and as an early advisor and legal counsel to Jaded Pixel Technologies Inc./Shopify a leading Ottawa based E-commerce Company.

He holds a Bachelors degree in Economics from Dalhousie University, undertook graduate studies in international economics, holds a Bachelor of Law and Master of Law (shipping and trade law) degrees from Dalhousie Law School, and is a member of the Nova Scotia Barrister’s Society as well as the Law Society of Upper Canada.

Aaron Vale
Vice President,

Aaron Vale joined CBRE Caledon in 2014 as part of its infrastructure investment team. He has extensive experience evaluating infrastructure and energy opportunities, as well as with asset management of private market investments. Before that, he was engaged to structure and raise an independent Mexican infrastructure and energy fund, and was a member of Macquarie Bank in a variety of roles. From 2010-2011, he worked as part of Macquarie’s investment team in Calgary, where he evaluated more than 200 energy opportunities. From 2009-2010, he was part of the team in Mexico City that successfully launched the Macquarie Mexico Infrastructure Fund, raising more than $400 million. From 2007-2009, he worked with Macquarie’s infrastructure asset management teams in Toronto and New York as part of its toll road group. He is a CFA and CAIA Charterholder. He received a Master of Finance with Distinction from INSEAD and Bachelor of Commerce with Distinction from McGill University.

CBRE Caledon was organized as Caledon Capital in 2006 by David Rogers, the former head of the private equity group of the Ontario Municipal Employees Retirement System (“OMERS”) pension plan and member of the Board of Directors of the parent company for OMERS’ infrastructure investment arm, Borealis Infrastructure. Since inception, CBRE Caledon’s business has been focused on providing customized portfolio management services via separately managed accounts in infrastructure and private equity. CBRE Caledon’s business has grown in the last 10 years and the number of clients has increased to 15 while the team has expanded to 40 people. CBRE Caledon manages or advises on over $10 billion of infrastructure and private equity assets. CBRE Caledon operates as a separate business unit under CBRE’s investment management subsidiary, CBRE Global Investors. CBRE Global Investors is one of the world’s largest real asset investment management firms with over $100 billion in assets under management.

Meir Cohen

Meir Cohen has been in the investment industry for over 20 years. He co-founded a multi-family office which was subsequently sold to a foreign financial institution. He then founded BSP Funds Canada Inc., the Canadian operation of a global hedge fund, which he now manages. He has his MBA from Schulich School of Business and has the CFA designation. He lives in Toronto with his wife and four children.

Adam Buzanis
Director of Research,

Adam Buzanis is the Director of Research at Prime Quadrant LP, a Toronto based investment consulting and research firm with a focus on the sourcing and analysis of global alternative strategies across all asset classes. He has over 10 years’ capital markets and asset management experience with an expertise in alternative investment research and hedge funds.

Before joining Prime Quadrant in 2016, he was a Director at a Toronto based private wealth management firm. He began his career within risk management at CIBC, then moved to the bank’s asset management arm. In 2012 he joined an affiliate of the CC&L Financial Group responsible for launching and developing the firm’s alternative investment funds business.

He obtained his Master of Finance degree from the Queen’s School of Business and holds both the Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM) designations.



Brian Beams
International Trade Specialist, U.S. 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 U.S. Department of State, Office of Foreign Missions – USUN. Where his focus was diplomacy and national security.

Brian joined the U.S. Commercial Service in September 2013 as an International Trade Specialist for the Northern New Jersey Export Assistance Center. He counsels U.S. 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 U.S., and has invested billions of dollars with U.S. alternative investment managers since the 2008-9 financial crisis.
  • Canada has some of the largest institutional investors globally (Overview of Canada’s top 10 investors) 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 U.S. 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.
  • Over the past decade from 2004-2015:
    • The medium-sized DB Plans (and a select group of foundations and endowments) have decreased their Canadian equity allocations and increased their allocations to alternative assets, with a focus on real estate, infrastructure, and private equity;
    • The small-sized DB Plans (and most foundations) have been slow to diversify into alternative assets, but recognize the need to do so.
    • See this overview by Greenwich Associates on Canadian Institutional Investor Dynamics from 2004-2014.


In cooperation with the U.S. Department of Commerce International Trade Administration, U.S. Commercial Service, and the U.S. Embassy and Consulates in Canada, you are invited to apply to join the Certified U.S. Trade Mission to Toronto. The Mission will introduce a small, select group of U.S. 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 U.S. Department of Commerce, and organized by Katsof Consulting.

The Certified U.S. Trade Mission is not a conference. Rather, it is a well-structured and focused fund-raising event designed to provide U.S. alternative assets managers the opportunity to meet potential LPs in Canada from institutional investors and family offices.

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

There have been sixty other Certified U.S. Trade Missions globally over the past 5 years, with the goal of helping promote U.S. economic growth by providing a forum to encourage and stimulate increased foreign business investment in the U.S. Since 2010, over 450 U.S.-based general partners (GPs) of alternative investment funds have traveled on one or more of the 60 certified trade missions to 30 cities globally. These GPs have been introduced to 1,000+ high-quality institutional investors and family offices.

GP Delegate Selection Criteria

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

Attendance in the Certified Trade Mission to Toronto, Canada is limited to 12 U.S. managers and a maximum of 18 participants from these firms 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 May 27, 2018. All recent Trade Missions have sold out eight to nine weeks in advance, and we expect that Toronto will be fully subscribed by mid-August.

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; and
  • Sound management and institutional-quality best practices.

The Mission will provide:

  • Introduce and promote a broad range of U.S. alternative asset funds to Canadian investors.
  • An opportunity to meet Canadian institutional investors from pension funds, endowments and foundations, as well as 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 U.S.
  • Opportunities for intimate interaction between U.S. GPs and Canadian investors (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 U.S. 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.


Wednesday June 27, 2018

Arrival in Toronto, Canada

Overnight at the deluxe Omni King Edward Hotel, 37 King St East, Toronto, Ontario, MSC 1E9, Canada.

4:00 pm: Rooms available

6:00 – 8:00: Dinner on your own

Thursday June 28, 2018
Certified U.S. Trade Mission

8:30 – 9:00 AM: Registration for US GPs and Canadian investors

9:00 AM – 12:30 PM: One-on-one meetings: Members of the US delegation will meet in one-on-one meetings with investment professionals from Canadian institutional investors and family offices.

12:30 – 1:30 PM: Buffet lunch and informal discussion continues with US fund managers and investors

1:30 PM: 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.