Canadian Private Capital Investment School

Gain the foundational knowledge and skills to be successful in the complex world of private capital investment management. Learn directly from top industry players in Canada’s first program for angels, venture capital and private equity professionals.

Who should attend?

Recent graduates who aspire to a career in the investment vertical and emerging professionals employed within funds. Start-up founders, CEOs, banking and corporate finance professionals, lawyers, accountants, and those interested in the investment ecosystem are suitable candidates.

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Session Dates

November 25 – 29, 2019

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Location

Toronto, Ontario, Canada

Donald K. Johnson Centre

130 King St. West

The Exchange Tower

Program Fees

$10,000 CAD

Program fee includes all materials and meals.

Program fees are tax exempt.

Additional Details

CVCA members are eligible for a 25-per-cent program discount. 

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What do I get?

After completing the Canadian Private Capital Investment School, you'll receive an authentic digital artifact – also known as a badge. This badge showcases your achievements and commitment to professional development. You can share your accomplishment with your network by displaying digital badges on social media, websites, ePortfolios, professional networks, and email signatures. Included in your badge is a digital certificate. Your network will be able to view your personalized and authentic certificate through your online digital badge.

In addition to a digital badge, you will receive a Canadian Private Capital Investment School Certificate of Completion, a powerful credential from the top business school in Canada.

Program Content

Delivered in partnership with the Canadian Venture Capital and Private Equity Associationthe Canadian Private Capital Investment School is a specialized program that prepares the next generation of institutional fund managers, government fund managers, family fund managers, corporate investors, angels, and private fund professionals for the growth of the equity investment sector in Canada. 

By choosing either the venture capital or private equity stream, you’ll gain sector-specific knowledge directly from industry practitioners. You’ll be well-positioned among your peers and poised to advance your career in this rewarding and rapidly-growing sector. 

Both CVCA members and Ivey Academy alumni are eligible for a 25-per-cent discount on program fees. 

ROI

VP and partner-level professionals in the investment sector know, from experience, what a distraction and time burden hands-on training can be. Five days at the Canadian Private Capital Investment School can translate into a year’s worth of ad-hoc, unstructured, and part-time skills development. The program delivers the core competencies required for your team member(s) to efficiently and effectively contribute.

What You Learn

For detailed program content, download the brochure.

The core curriculum of the Canadian Private Capital Investment School will cover a range of important investment management topics, including: the art & science of investing; evaluating deal opportunities and due diligence management; valuation models and methodologies; negotiating and transactional management; recruiting an effective and diverse board of directors; ethical considerations in investing; legal and tax implications of investment structures; and developing leadership skills – all within a Canadian context.

How You Learn

This is Not about Textbooks and Lectures

This isn’t your typical classroom. Our programs are designed with busy leaders in mind. We’re talking an engaging, interactive, and unique experience. Our real-world Case-Method of Learning is not about textbooks and lectures – it’s about learning by doing. You’ll walk away with new knowledge and ideas that you can immediately implement in your business.

Create Immediate Impact

Throughout the program, you’ll track your learning outcomes and pinpoint specific initiatives to implement. You’ll leave knowing exactly how you will apply your new knowledge and skills, and a self-developed implementation plan to start your impact once back in your workplace.

Program Faculty

Gregory Phipps

Faculty Director

Gregory Phipps

Mr. Phipps is a former entrepreneur, business operations, and investment executive with more than 25 years of experience in startups and investment management. The last twenty years of his career have been focused on managing venture capital investments in knowledge-based companies in Canada; first as Director, Venture Capital with BDC Venture Capital – one of the largest and the oldest venture fund in Canada. Most recently, Mr. Phipps was Managing Director, Investment, for Innovacorp’s early-stage venture capital fund, where he managed a team of six investment professionals and co-managed their portfolio of 40 companies.

Phipps has taught venture capital (MGMT 6110), at the Master’s level, as a member of the part-time faculty at Saint Mary’s University (Halifax). In 2017, Greg designed and developed educational curriculum for MaRS Discovery District. In addition, Greg has delivered webinars, workshops and lectures on finance/investment, venture readiness, entrepreneurial start-up challenges and skills development to numerous organizations including: The Canadian Institute of Chartered Business Valuators (CICBV)(national); CICBV Atlantic Chapter; Ontario Bioscience Innovation Organization; Digital Nova Scotia; Chartered Financial Analyst (CFA) Society Toronto, MaRS Discovery District, Innovacorp, and to MBA students at Dalhousie University and Saint Mary’s University. As Faculty Director, Gregory is currently collaborating with The Ivey Academy at Ivey Business School and the Canadian Venture Capital and Private Equity Association (CVCA) to develop and manage the launch of the Canadian Private Capital School: the first learning & development program of its kind in Canada.

Brenda Irwin

Practitioner

Brenda Irwin

Brenda Irwin is the Founder and Managing Partner of the Relentless Venture Fund (RVF).  RVF is a mission based, health technology venture capital fund that invests in preventative and proactive solutions that optimize health, activity and longevity. RVF builds upon Relentless Pursuit Partners’ (Relentless) sport and health technology angel investment group that Brenda co-founded with 4x Olympian and triathlete Simon Whitfield.

Prior to launching RVF and Relentless, Ms. Irwin was a member of the Healthcare Venture Capital team for the Business Development Bank of Canada (BDC). While at BDC she was responsible for management of a $100 million life sciences portfolio inclusive of drug development and medical devices.

A seasoned VC and Board Director, Ms. Irwin has been a member of 15 private and public companies as well as non-profit organizations; she has acted as corporate Board Chair, as well as Chair of numerous compensation, audit and corporate governance committees. Ms. Irwin has recently joined as an instructor for the newly constituted Canadian Private Capital Investment School, managed by The Ivey Academy.

Ms. Irwin’s not for profit and volunteer commitment includes a six-year term on the Providence Health Care Board of Directors, one of the largest health care organizations in Canada operating 16 facilities in Greater Vancouver, and building the innovative ‘New St. Paul’s Hospital and Campus of Care’. Ms. Iwrin chaired Providence’s Innovation, Academics & Research Committee. She is also former Vice-President and Board Director for the Take A Hike, Youth at Risk Foundation.

In 2017, Ms. Iwrin joined the Creative Destruction Lab’s Health cohort as an Associate.  Other current volunteer and mentoring program commitments include Female Funders and BC Tech’s Hyper Growth Life cohort.

Fuelled by her personal and professional experiences, Ms. Iwrin has been committed to inspiring young women to pursue careers in science and technology since her early career as a science teacher. She is a frequent industry speaker, enthusiastic mentor, an RBC Canadian Woman of Influence nominee and Business in Vancouver's "40 Under 40" Award recipient.

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Shirley Speakman

Practitioner

Shirley Speakman

Shirley Speakman is a Senior Partner with Cycle Capital, Canada’s most active cleantech venture capital fund. Based in Toronto, she manages investments for Cycle Capital across North America. Her portfolio includes investments in plastics and polymer upcycling and transformation, IoT and energy storage and efficiency. Prior to joining Cycle Capital, Ms. Speakman was with the Investment Accelerator Fund - a $40 million+ venture capital fund established by the Ontario government to invest in seed and early-stage technology oriented companies based in Ontario. She has also advised biotech, ag-biotech and advanced manufacturing and materials companies in areas such as strategy, finance, negotiations and fundraising. She spearheaded numerous financings and M&A transactions and participated in the creation of a $40 million cross-border life sciences fund and the close of a Canadian based $40 million ag-biotech fund.

Ms. Speakman is active in the innovation ecosystem as a member of Canada’s National Science and Engineering Research Council, through her involvement at MaRS and the Ontario Network of Excellence, mentoring female entrepreneurs and investors through her work with Canadian Women in Private Equity, and as a lecturer with Canadian Private Capital Investment School at The Ivey Academy. She has also been a sought-after advisor for impact investment funds including the Catalyst Fund and SVX.

Ms. Speakman holds her ICD.d (University of Toronto), a MBA from Wilfrid Laurier University and a Bachelor’s of Economics from the University of Waterloo.

Gary Solway

Practitioner

Gary Solway

Gary Solway is Managing Partner of the Technology, Media & Entertainment Group at Bennett Jones LLP. His practice focuses on all aspects of corporate/commercial, corporate governance, special committee and securities work, primarily for clients in the technology, media and entertainment fields.

Mr. Solway advises clients on mergers and acquisitions, private and public financings, governance, shareholder arrangements, executive/employee compensation arrangements, director protection (including indemnities and D&O insurance), licensing and distribution agreements, international corporate structurings, corporate reorganizations, and private equity/venture capital fund formation. His clients range from technology startups to large TSX public companies. He regularly acts for independent/special committees of directors in connection with merger and acquisition transactions.

Mr. Solway advises on cyber security matters, including cyber security incident prevention and response planning, cyber security governance and cyber security insurance. He also acts as a "breach coach" to guide organizations in responding to cyber security incidents.

Mr. Solway speaks frequently at conferences on topics related to financing of technology businesses. A regular author, he contributed a number of chapters to three editions of Directors' Duties in Canada, including the 6th Edition published by LexisNexis in April 2016.

Mr. Solway is a former long-time director and current secretary of the CVCA, Canada's venture capital and private equity association.

Mr. Solway has been repeatedly recognized as a leading lawyer in corporate law, securities law, technology law and/or private equity law by Best Lawyers in Canada, the Canadian Lexpert Directory, the Lexpert/American Lawyer Guide to the Leading 500 Lawyers in Canada, the Lexpert Guide to the Leading U.S./Canada Cross-border Corporate Lawyers in Canada, and PLC Which Lawyer. Gary was also recognized in Lexpert's 2018 Guide to the 100 Most Creative Lawyers in Canada as one of the Top 40 Corporate Lawyers in Canada to watch.

Nick Chen

Practitioner

Nick Chen

Nick Chen is a Senior Associate on the Georgian Partners Investment Team. He is responsible for managing due diligence processes for prospective investments, including financial and market analyses. Post-investment, Mr. Chen advises companies on corporate strategy, as well as technical projects in conjunction with Georgian's Impact Team.

Scott Kaplanis

Practitioner

Scott Kaplanis

Scott Kaplanis is a partner at Epic Capital Management Inc., a venture capital firm based in Toronto focused on supporting innovative, high-growth Canadian health technology companies. Over the last four years, he and his team have invested in 27 health-tech companies from coast to coast. He currently sits on two corporate boards, both with leading software solutions and preparing to scale into global markets. Mr. Kaplanis is extremely active in the venture community, is and adviser to numerous local entrepreneurs and has been appointed Co-Chair of TOHealth!, a not-for-profit organization created to promote the Toronto Region Health Cluster.

Prior to joining Epic, Mr. Kaplanis was a Vice President at Macquarie Capital Markets Canada, a global investment bank, and a Research Analyst at partner-owned Orion Securities, a boutique investment bank focused on small- and mid-cap Canadian companies across a variety of industries. 

Mr. Kaplanis holds an HBA degree from the Ivey Business School and is a CFA Charterholder. He is also a registered as an Advising Representative and Dealing Representative with the OSC.

Where You Learn

Donald K. Johnson Centre

Donald K. Johnson Centre

Location Pin Icon

130 King St. West
The Exchange Tower
Toronto, Ontario, Canada
M5X 1A9

Ivey's Donald K. Johnson Centre is located in the heart of Toronto's financial district in the Exchange Tower at 130 King Street West. 

With two two-tiered amphitheatre classrooms, nine breakout rooms, a large reception area, on-site catering, ergonomic seating, wireless technology, and on-site support, the Donald K. Johnson Centre is a state-of-the-art meeting and conference facility. 

The Donald K. Johnson Centre is easily accessible using the TTC (King Subway), Go Transit (located five minutes from Union Station), Via Rail, or the underground PATH pedestrian walkway.

Learn more about the centre

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