Canadian Private Capital Investment School
Learn directly from top industry players in Canada’s first program for angels, venture capital and private equity professionals. Gain foundational knowledge and skills for the world of private capital investment.
Who should attend?
Start-up founders, CEOs, banking and corporate finance professionals, lawyers, accountants, recent graduates, and those interested in the investment ecosystem are suitable candidates.
Delivered in partnership with the Canadian Venture Capital and Private Equity Association, the 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, Ivey alumni, and Ivey Academy alumni are eligible for a 25-per-cent discount on program fees.
What You Learn
In order to provide a safely distanced learning experience, CPCIS will be delivered through a series of 14 live virtual sessions and one asynchronous session led by Ivey faculty and featuring industry experts from across Canada.
Modules 1 – 7:
Exclusive, interactive fireside chat sessions:
- Networking event
- Welcome to CPCIS
- An overview of the Canadian equity market
- The future of investing
- The entrepreneur's perspective
- Managing portfolio companies
- Investing during a time of turbulence
Modules 8 – 13:
Skills-based sessions led by expert industry practitioners:
- Networking event
- Deal flow
- Due diligence
- Legal and tax
- Pricing and structuring
Modules 14 – 17:
A 7-week long deal simulation:
- Networking event
- Wrap-up and simulation kick-off
- A 7-week deal simulation with three live case "injections"
- Presentations and simulation wrap-up
How You Learn
The Ivey Academy is a centre for innovation in executive development – blending contemporary academic research with practical, case-based, experiential learning and real-world expertise. Participants come away with actionable business insights and access to a network of alumni that supports continuing individual growth.
We design and deliver virtual programs to achieve the same outcomes through highly interactive live sessions, small peer-learning groups, executive coaching, online simulations, and self-paced learning journeys.
Self-paced Learning Activities
Prepare for live sessions using pre-recorded videos, readings, and case-studies – delivered at a flexible pace through our Canvas learning management system. Discuss ideas with your peers via a private forum and complete guided self-reflection exercises to help apply key takeaways in your own role.
Live Faculty-led Sessions
Join live sessions featuring top Ivey faculty using any computer or mobile device. With the help of a live technical director, we also call on the group to participate in real-time.
Peer Learning Sessions
Virtual learning technology allows faculty to assign instant breakout groups during a larger session. Share experiences, exchange ideas, and collaborate to solve challenges together with your fellow participants.
Facing a realistic simulated challenge, leaders can test action against immediate feedback. Played individually, simulations teach the application of concepts and frameworks in critical decision-making moments. Meanwhile, team-based simulations require participants to apply leadership skills and navigate team dynamics – just like in real life.
Safely Distanced In-Person
In collaboration with expert hospitality vendors and in accordance with strict safety guidelines, we anticipate a return to distanced in-person classroom learning for the conclusion of CPCIS 2021.
VP and partner-level professionals in the investment sector know, from experience, what a distraction and time burden hands-on training can be. Carefully planned learning sessions at the Canadian Private Capital Investment School can translate into a year’s worth of ad-hoc, unstructured, and part-time skills development.
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.
National Leader, M&A Tax Services, KPMG
Jocelyn Blanchet is the national leader of the M&A tax practice for KPMG LLP in Canada. He is also the Canadian firm’s representative for KPMG’s Sovereign Wealth Fund, Pension Funds, and Infrastructure practice group. Jocelyn has more than 15 years of experience assisting pension plans and pension investment boards, private equity, venture capital, infrastructure, and hedge funds plan and execute on acquisitions, reorganizations and divestitures.
Jocelyn has extensive experience working with various investment funds in the design of tax-efficient acquisitions, reorganizations, and divestitures. In his work, he leverages his deep understanding of fund structures to assist in maximizing after-tax returns to the funds, investors, and the fund sponsor/management team. Jocelyn is recognized as an innovative tax practitioner, helping to develop solutions for complex situations.
In addition, Jocelyn has experience working with financial institutions on the design of products and strategies in a highly-regulated, heavily-taxed industry. As a result, he understands the necessity of working with regulators and other business units (compliance, capital management, financial reporting) in the design and implementation of tax-efficient structures.
Jocelyn has led numerous projects, including numerous IPOs and reverse take-overs, several take-private transactions, significant cross-border mergers and acquisitions, and the acquisition of global multi-national enterprises (both as standalone entities, and as carve-outs from other organizations). Jocelyn also has significant experience working with companies in Canada’s middle market, assisting private equity funds acquire and build successful Canadian-based businesses.
Managing Director, BlackRock Alternative Investors
Pam Chan, CFA, Managing Director, is Chief Investment Officer and Global Head of the Alternative Solutions Group ("ASG") within BlackRock Alternative Investors ("BAI"). As CIO, she is responsible for leading the investment management of Alternative Solutions' portfolios. She is Chair of the Alternative Solutions Investment Committee and a member of the BAI Executive Committee. Ms. Chan's service with the firm began in 2012. She co-founded Alternative Solutions in 2013 and prior to becoming CIO, she served as a senior portfolio manager and primary deputy to the CIO. Prior to joining BlackRock, Ms. Chan worked as a senior research analyst for the Financial Stability Board, as a Senior Investment Associate at Bridgewater and as a member of the Financial Institutions Group at Goldman, Sachs & Co., first as an investment banker and subsequently, in their Capital Markets group, focused on private placements and structured finance.
She currently serves on the Board of the Harvard Club of New York Foundation and the Harvard Business School Alumni Board. Additionally, she is Co-Chair for the Harvard College Schools and Scholarship Committee of New York City. She was nominated as a World Economic Forum Global Shaper in 2012 and served as Curator for the New York City hub in 2014.
She graduated magna cum laude from Harvard College with a joint concentration in Philosophy and Government, and earned an MBA with high honors from Harvard Business School.
Partner, Persistence Capital Partners
Adrianna joined Persistence Capital in 2015 and is currently responsible for all aspects of the investment process from sourcing, evaluating and executing on investment opportunities to managing existing investments. She has more than fifteen years of experience in M&A, audit, consulting, valuation, and private equity. Before joining PCP, Adrianna was a Partner in Deloitte’s M&A transaction services practice, where she served private equity and strategic corporate investors, with a particular industry focus on healthcare and retail.
Adrianna began her career in audit at BDO Dunwoody LLP and holds a HBBA in Business Administration & Accounting from Wilfrid Laurier University. She is a Chartered Professional Accountant and a Chartered Business Valuator. Adrianna was the past Chair of the Canadian Women in Private Equity and continues to serve on the executive committee.
Partner and CFO, Information Venture Partners
Kerri Golden joined Information Venture Partners at its inception in 2014 and works with the investment team to help select and support the fund’s investee companies and manage the financial operations of the fund. She has over 30 years of general management and finance experience in a variety of technology industries and she’s been active in securing financings of over $1 billion in equity and debt and in negotiations of a number of merger and acquisition transactions.
Kerri had a successful corporate career with high growth technology companies. She was a mobile pioneer at Rogers Wireless, joining prior to service launch and experiencing start-up challenges and opportunities as company grew from zero to $200M in revenue during her 2.5-year tenure. She was a public company CFO at Alliance Atlantis Communications and Lorus Therapeutics and ended her successful 7-year career at Bell Mobility as CEO, Paging Division after progressive leadership positions in Finance and IT.
Kerri is an experienced start-up executive. She co-owns a small business Urban Flats Toronto and served as COO at SeaWell Networks and CFO at Infobright. She serves the startup community as a volunteer mentor at StandUp Ventures where she also serves on the Investment Committee, at TechStars Toronto and at MaRS, where she co-founded the JOLT Fund and continues to serve as a volunteer General Partner.
Kerri obtained an HBA from the Richard Ivey School of Business at the University of Western Ontario and earned her CA designation while working with KPMG in Toronto.
Co-Founder and CEO, Motif Labs
Ian Haase is a serial entrepreneur, investor, mentor and community builder. He is co-founder and CEO of Motif Labs, a Licensed Producer (LP) of Cannabis in Southwestern Ontario, and a former director of Western University’s Propel Entrepreneurship Centre.
Associate Professor, University of Victoria
Dr. Michael King
Dr. Michael R. King joined the University of Victoria in July 2019. Prior to UVic, Michael was at Ivey Business School (2011-2019), where he held the Tangerine Chair in Finance and co-founded the Scotiabank Digital Banking Lab – Canada’s first FinTech research centre. He is the co-author of The Technological Revolution in Financial Services: How Banks, Fintechs and Customers Win Together (with Richard W. Nesbitt).
Before moving to academia, Michael spent two decades working in investment banking (1990-1998) and central banking (2001-2011) in New York, London, Zurich, Ottawa and Basel. Michael completed his PhD at the London School of Economics in 2001 and his CFA designation in 1999. He has taught finance to undergraduates, MBAs and executives. His research focuses on FinTech, banking, international finance, and corporate finance.
Managing General Partner at Plaza Ventures + Quayside Venture Partners
Matthew Leibowitz is a seasoned growth-stage technology investor and career venture capitalist, having originated, managed and completed dozens of transactions. During his tenure at B.E.S.T. Funds, Matthew oversaw dozens of growth-tech finance investments with consistent double-digit returns and co-created multiple funds. Today, Matthew is Plaza Ventures' front-end specialist, focused on deal flow, investment transaction processing, ecosystem development, and investor relations.
Matthew sits on the board of numerous companies including Q4 Inc and MMB Networks, accelerators, and charities. He is a Board Member of the Canadian Venture Capital Association, a member of the MaRS IAF Investment Committee, Co-Chair of the CIX Top 20 Awards Committee and Mentor at Techstars Toronto Accelerator and Creative Destruction Lab. Matthew is also an Advisor at NEXT Canada, where he mentors young entrepreneurs in building their own ventures. He is a frequent public speaker and guest lecturer on tech start-ups and venture capital, as well as an active angel investor.
Matthew obtained his Honours Bachelor’s degree from the University of Toronto, a Master of Science from the University of New South Wales, and a Master of Laws from Oxford University.
Co-Founder and Managing Partner, McRock Capital
Scott MacDonald is a Co-Founder and Managing Partner of McRock Capital, a venture capital firm focused exclusively on the Industrial Internet of Things (IIoT). He currently serves on the boards of Invixium, a biometric security products company, Worldsensing, a smart city solutions company, Serious Integrated, a human-machine interface company for industrial and commercial machines, and the Canadian Venture Capital & Private Equity Association (CVCA).
Scott previously served as Chair of RtTech Software (acquired by AspenTech and Vinci Energies), Chair of SynapSense (acquired by Panduit) and was a Director of Pure Technologies (TSX:PUR acquired by Xylem) and PPIC (acquired by Pure Technologies). From 2003 to 2007, Scott served as Chair of RuggedCom (acquired by Siemens) and helped this smart grid company grow from start-up to its IPO.
Karen MacMillan is a lecturer in the Organizational Behaviour group at the Ivey Business School.
Senior Investment Director, MaRS Investment Accelerator Fund
Michelle is the Co-Founder and Managing Director of StandUp Ventures, an early-stage fund investing in technology companies started by women. StandUp Ventures leverages the MaRS IAF platform where Michelle invested in more than 40 early-stage ventures. Michelle is a seasoned executive with more than 19 years of venture capital experience. She is a board member at tealbook and a board observer for several portfolio companies, including Sampler, Nudge Rewards, and Bridgit. She also contributes to the ecosystem as a volunteer advisor to several organizations including Ryerson DMZ, Techstars, NEXT Canada, CIX, CVCA D&I Committee, and #MoveTheDial. Michelle holds an MBA from McMaster University and a B.A.Sc. in Chemical Engineering from the University of Ottawa.
Managing Director, Head of Direct Private Equity, Canada Pension Plan Investment Board
Ryan Selwood is responsible for CPPIB’s Direct Private Equity program. He previously led both Direct Private Equity activities in Europe and the Financial Institutions group.
Prior to joining CPPIB in 2006, Ryan was a Vice-President at Merrill Lynch & Co. in the Financial Institutions Group in the Investment Banking Division in New York. He currently serves on the boards of Dorna Sports S.L. and Wilton Re. He was formerly a director of Antares Capital, Ascot Group, and AWAS Aviation Capital.
Ryan holds MBA and law degrees from York University, and a BA from the University of Western Ontario.
Managing Director, Ontario Teachers' Pension Plan
Harj Shoan is based in Toronto and leads Private Capital’s Portfolio Management practice, which focuses on value creation planning, value lever acceleration, talent management, board effectiveness, and sharing of best practices across the direct investment portfolio. Prior to joining the Portfolio Management team, Harj was a member of the Consumer & Retail direct investing team in Private Capital, and currently sits on the boards of Arterra Wines Canada, Shearer's Snacks, Traeger Grills, and Munchkin.
Harj joined Ontario Teachers’ in 2014 and has nearly two decades of private equity, investment banking, and corporate finance experience. He previously worked at Imperial Capital, Morgan Stanley Private Equity (U.K.), Shoppers Drug Mart, and BMO Nesbitt Burns. Harj holds an MBA from the University of Oxford and a Bachelor of Business Administration from Wilfrid Laurier University. He is also a CFA charterholder.
Managing Partner, Technology, Media and Entertainment Group, Bennett Jones LLP
Gary Solway is Managing Partner of the Technology, Media & Entertainment Group. 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. Gary also acts for both U.S. and Canadian private equity and venture capital investors and for foreign buyers acquiring Canadian businesses.
He 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.
His corporate governance practice includes advising directors on issues involving risk identification, assessment and response, with a focus on cyber security issues.
Gary 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 and the Lexpert Guide to the Leading U.S./Canada Cross-border Corporate Lawyers in Canada. Gary was also recognized in Lexpert's 2006 Guide to the 100 Most Creative Lawyers in Canada as one of the Top 40 Corporate Lawyers in Canada to Watch.
Gary speaks frequently at conferences on topics related to financing of technology businesses. A regular author, he contributed a number of chapters to Directors' Duties in Canada, 6th Edition, published in Canada by LexisNexis.
Managing Partner, Private Equity, Brookfield Asset Management
Ryan Szainwald is a Managing Partner responsible for global transaction execution and strategic initiatives in Brookfield’s Private Equity Group.
Prior to joining Brookfield in 2016, Mr. Szainwald was a Partner with a leading Canadian law firm, where his practice focused on corporate finance, public mergers and acquisitions, and private equity transactions.
Mr. Szainwald holds a joint MBA/LL.B. from the Schulich School of Business at York University and Osgoode Hall Law School in Toronto.
Co-Founder and General Partner, Information Venture Partners
Dave Unsworth co-founded Information Venture Partners in 2014. Dave has led investments in eSentire (exited, 2017), Verafin, Sensibill, Igloo Software (exited, 2017), Viigo (acquired by BlackBerry), Coconut Software, BigID, Knowtions and LendingFront. Dave is focused on fintech and enterprise software and is particularly interested in cybersecurity, mobile, enterprise 2.0, and ventures that create highly valuable data assets by being at the centre of large-scale financial transactions.
Prior to founding Information Venture Partners Dave worked as an investor with RBC Venture Partners from 2001. Prior to his career in venture capital Dave had a successful career in operating roles focused on e-commerce strategy development, technology enabled financial services product development, technology project management, and retail/commercial financial services.
Dave was granted an MBA from Queen’s University, a Bachelor of Arts Degree in Economics from Wilfrid Laurier University. He is also a graduate of the NVCA’s Venture Capital Institute and the Rotman SME Board Effectiveness Program.
Principal, Fund Investments, Hamilton Lane
Mike Woollatt is a Principal on Hamilton Lane’s Fund Investment and Co-Investment team, based in Canada.
Mike is a frequent commentator in both broadcast and print media on the state of the Canadian private capital markets.
Prior to joining Hamilton Lane in 2019, Mike was a Director at OMERS pension plan in the venture capital and growth equity groups. Prior to OMERS, Mike was the CEO of the Canadian Venture Capital and Private Equity Association. He has also co-founded a management consulting firm and has held senior executive roles at various major Canadian corporations including Bell Canada.
Prior to entering the private sector, Mike worked for the Government of Canada, first as a research economist and then as a political and policy advisor to the Minister of Finance. Mike has also worked overseas as an economist on World Bank-funded international development projects and taught economics at the university level. Mike holds a Masters in Economics from the University of British Columbia.