Private Markets Leadership Summit

Tuesday, September 20th, 2022

Agenda

08 h 15 - 09 h 00	REGISTRATION & BREAKFAST
09 h 00 - 09 h 20	Welcome & Introduction Ryan Dickey, Co-Head of Retail , Mackenzie Investments
09 h 20 - 10 h 30	Panel: Private Markets in Every Portfolio Stuart Waugh, Managing Director & Managing Partner, Northleaf Capital Partners Steve Locke, MBA, CFA, SVP, CIO of Fixed Income and Multi-Asset Strategies, Mackenzie Investments Steve Horan, Senior Strategic Advisor for Investments, Investments & Wealth Institute Jim Fasano, Head of Portfolio Strategy, Private Equity, CPPIB, CPP
10 h 30 - 10 h 45	BREAK
10 h 45 - 11 h 15	Introduction to Northleaf Capital Partners Stuart Waugh, Managing Director & Managing Partner, Northleaf Capital Partners
11 h 15 - 12 h 00	The Private Equity Advantage Michael Flood, Managing Director & Head of Private Equity, Northleaf Capital Partners Michael Bowman, Director, Private Equity, Northleaf
12 h 00 - 13 h 00	LUNCH
13 h 00 - 13 h 40	Northleaf Partnerships in Action Sean Royce, CEO, Quickline Communications Jessica Kennedy, Managing Director, Investor Relations, Northleaf
13 h 40 - 14 h 10	Accessing Infrastructure Assets Jessica Kennedy, Managing Director, Investor Relations, Northleaf
14 h 10 - 14 h 45	Opportunities in Private Credit David Ross, Managing Director & Head of Private Credit, Northleaf Capital Partners
14 h 45 - 15 h 00	BREAK
15 h 00 - 16 h 00	Solving for Liquidity: Accessing Private Markets fir Retail Investors Panel Steve Locke, MBA, CFA, SVP, CIO of Fixed Income and Multi-Asset Strategies, Mackenzie Investments Arup Datta, SVP, Head of Team, Global Quantitative Equity Team Nelson Arruda, Sr. VP, Portfolio Manager, Co-Lead, Multi-Asset Strategies Team, Mackenzie Investments Allan Seychuk, VP, Senior Investment Director, Mackenzie Alternative Investments Gary Chateram, Co-Head of Retail , Mackenzie Investments
16 h 00 - 16 h 15	Closing remarks Gary Chateram, Co-Head of Retail , Mackenzie Investments
16 h 15 - 17 h 30	COCKTAIL RECEPTION