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The Prime Quadrant Conference

November 3, 2022 | The Carlu, Toronto

An annual event, bringing together 400+ investors in support of pediatric mental health and care.

Registrations are now open.

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The Prime Quadrant Conference
An annual event, bringing together 400+ investors in support of medical research and care.
America/New_York
3 November 2022
1440
444 Yonge St 7th Floor, Toronto, CA M5B 2H4

Attending

Over $400 billion of investible assets represented by investors and decision makers from some of the largest capital pools in Canada.

Supporting

Thanks to the sponsors of the event, every penny from ticket sales supports the Prime Quadrant Foundation and the health care causes that benefit from it.

Learning

The world’s most successful investment managers and thought leaders, share their insights and top investment ideas.

Exclusively for Family Offices and Ultra-High Net Worth Investors

100% of donations goes towards supporting pediatric mental health

2022 Speakers

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TRH Stephen J. Harper
TRH Stephen J. Harper
22nd Prime Minister of Canada; Chairman, Vision One

For nearly a decade, The Right Honourable Stephen J. Harper led Canada through the world’s most complex geopolitical, economic and security challenges as the country’s 22nd Prime Minister. He created the modern Conservative Party of Canada, won three successive national elections, and was the longest serving Conservative Prime Minister since Canada's founding Prime Minister in 1891.

Since leaving office in 2016, Mr. Harper founded and is Chairman and CEO of Harper & Associates, a global consulting and investment advisory business, and a Director of Colliers International Group Inc. and Recover Inc. He is also the recent author of “Right Here, Right Now: Politics and Leadership in the Age of Disruption", and a frequent speaker on geopolitical trends, populism, and business.

Mr. Harper serves as Chairman of the International Democrat Union and the Friends of Israel Initiative. He has bachelor and master's degrees in economics from the University of Calgary, an honorary doctorate from Tel Aviv University and an honorary degree from the Jerusalem College of Technology. He is a Companion of the Order of the Canada and the recipient of numerous international recognitions, including the Order of Liberty, Ukraine’s highest civilian honour.

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Robert Smith
Robert Smith
Founder, Chairman & CEO, Vista Equity Partners

Robert F. Smith is the Founder, Chairman, and CEO of Vista Equity Partners. Vista currently has over $86 billion in assets under management and oversees a portfolio of over 75 enterprise software, data, and technology-enabled companies that have more than 300 million users and employ over 75,000 people worldwide.

He serves on the Board of Directors for the Business Roundtable, the Board of Overseers of Columbia Business School, as a Member of the Cornell Engineering College Council, and is a founding member of the World Economic Forum EDISON Alliance, a cross-sector initiative to accelerate digital inclusion and eliminate connectivity deserts.

He is Chairman of Carnegie Hall, Chair of the Robert F. Kennedy Center for Justice and Human Rights, a Trustee of the Boys and Girls Clubs of San Francisco, and a Director of the REFORM Alliance, focused on criminal justice reform.

Smith is the Founding Director and President of the Fund II Foundation, which is dedicated to preserving the African American experience, human rights, environmental conservation, and a broad range of initiatives. In 2017, Smith signed the Giving Pledge, the only African American to do so.

In 2019, Smith announced he would cover the student loans of nearly 400 Morehouse College graduates in a commencement address. After his Morehouse pledge, Smith founded the Student Freedom Initiative in 2020 to help relieve student debt for STEM students at all HBCUs, and personally committed $50 million, in addition to Fund II Foundation’s commitment of $50 million.

Smith is a strong advocate for what he has named the 2% Solution – calling on corporations to commit 2% of their annual net income to empower minority communities. He also founded the Student Freedom Initiative, to alleviate the student debt burden placed on students, and leads the Southern Communities Initiative with Rich Lesser (Boston Consulting Group) and Dan Schulman (PayPal), to advance racial equity in six Southern communities that are home to half of all Black people in America.

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Jeremy Grantham
Jeremy Grantham
Long-Term Investment Strategist & Co-Founder, GMO

Jeremy Grantham, a co-founder of GMO, a member of GMO’s Board of Directors, and the firm's Long-Term Investment Strategist, is recognized as a leading global advocate for climate change efforts and investment.

Jeremy was elected a member of the American Academy of Arts and Sciences in 2015, was appointed Commander of the Order of the British Empire (CBE) in 2016, and received with his wife, Hannelore, the Carnegie Medal for Philanthropy in 2017, all for leadership in climate change activities. He has been featured on Barron’s list of “The 20 Most Influential People in ESG Investing” and frequently speaks to activists and allocators at industry events, including delivering the keynote session at the Financial Times Live (FT Live) Investing for Good USA conference as well as the Economist “Investing for Impact” Conference in 2020, and many others.

Jeremy and Hannelore founded the Grantham Foundation for the Protection of the Environment in 1997 in support of a mission to protect and conserve the natural environment. They also helped establish the Grantham Institute - Climate Change and the Environment at Imperial College in 2007 and the Grantham Research Institute on Climate Change and the Environment at the London School of Economics in 2008. More recently, they assisted with launching the Divecha Centre for Climate Change at the Indian Institute of Science (along with Arjun Divecha, a Partner and Board member of GMO) and the Grantham Centre for Sustainable Futures at the University of Sheffield. Together they have committed to donating the vast majority of their net worth during their lifetimes to addressing the effects of climate change and toxicity.

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Nicole Musicco
Nicole Musicco
Chief Investment Officer, CalPERS

Nicole Musicco was named Chief Investment Officer of CalPERS in February 2022. She oversees an investment office of nearly 400 employees and manages investment portfolios of roughly $500 billion, including the Public Employees’ Retirement Fund and affiliate funds.

As Chief Investment Officer, Nicole oversees total fund investment and operational strategies. She collaborates with the managing investment directors and their teams to implement asset allocation and investment strategies. She also oversees the Investment Office’s business management needs, including strategic planning, financial reporting, expense management, and talent management.

Prior to joining CalPERS, Nicole was a partner at RedBird Capital Partners where she led the firm’s Canadian investment business. She also previously managed the private markets investment program at the Investment Management Corporation of Ontario (IMCO).

Nicole’s experience includes 16 years with the Ontario Teachers’ Pension Plan where she led the public equity investment team and oversaw the private equity fund and co-investment program. She was responsible for opening the fund’s Asia Pacific office in Hong Kong and helped build its presence in Asia.

Nicole graduated with a Bachelor of Science degree in Kinesiology from Western University in London, Ontario, and a Bachelor of Arts in Honors Business Administration and MBA from Western’s Ivey School of Business.

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Sheila Patel
Sheila Patel
Vice Chair, B Capital Group; Board Member, Antler

Sheila Patel is Vice Chair of B Capital Group. Sheila brings 30 years of experience in financial markets and investments, having most recently served as Chairman of Goldman Sachs Asset Management, one of the ten largest asset managers in the world. Sheila served on Goldman Sachs’ Firmwide Management Committee, Partnership Committee, and the Inclusion & Diversity Committee, and led ESG and Sustainability initiatives for GSAM, among other leadership responsibilities. Over her years with the firm, she held leadership roles in 2 divisions and on 3 continents, managing a variety of businesses globally during her career.

She is a board member of the Pacific Pension & Investment Institute, an Angel sponsor of 100 Women in Finance, and a member of both the Global Leadership Committee and the Women in Leadership Initiative at Princeton University, as well as a founding supporter of the M.S. Chadha Center for Global India at Princeton. In 2021, Sheila joined the global incubator Antler as a Board Member and supports the firm by leveraging her deep experience in venture and private markets.

Additionally, Sheila has taught an advanced seminar on Equity Derivatives at the Columbia Business School. She holds degrees with the highest honors from Princeton and Columbia and was named Investment Woman of the Year by Investment Week in 2020, one of Financial News’ 100 Women in Finance in 2019, and to Fortune Magazine’s Most Powerful Women in Asia in 2015. She is regularly featured for her investment insights and market observations by financial media.

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Mark Spitznagel
Mark Spitznagel
Founder & Chief Investment Officer, Universa Investments

Mark Spitznagel founded Universa Investments L.P. in January 2007 and has developed its unique focus on risk mitigation in the context of achieving long-term improvements to portfolio construction.

He is the author of The Dao of Capital and Safe Haven: Investing for Financial Storms. Mark’s investment career has spanned over 20 years as a derivatives trader, during which he has cultivated his approach to safe haven strategies, specifically bespoke tail hedging. Mark received an M.S. in Mathematics from the Courant Institute of Mathematical Sciences at New York University and a B.A. from Kalamazoo College.

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Bharat Masrani
Bharat Masrani
Group President & CEO, TD Bank Group

As Group President and CEO of TD Bank Group, Bharat is leading the Bank through a period of change and progress. Under Bharat's leadership, TD's 90,000 employees work every day to enrich the lives of customers, communities and colleagues – helping millions of households and businesses achieve their financial goals.

Bharat's career with TD spans more than 35 years and includes experience in retail, commercial, wholesale, wealth management and risk, with leadership roles in India, Europe, the U.S. and Canada. He is a member of the TD Bank Group Board of Directors and currently serves on the boards of the Hospital for Sick Children in Toronto and The Charles Schwab Corporation.

Bharat graduated from York University in 1978 and earned an MBA from the Schulich School of Business the following year. For his achievements as a community and business leader, Masrani was awarded Honorary Doctor of Laws degrees from the Schulich School of Business in 2017 and Mount Allison University in 2018.

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John Studzinski CBE
John Studzinski CBE
Vice Chairman & Managing Director, PIMCO

John Studzinski CBE is Vice Chairman of PIMCO and a Managing Director. As Vice Chairman, he helps advance PIMCO’s global strategy and serves as a key strategic advisor to many clients around the world.

Prior to joining PIMCO in 2018, he was Vice Chairman, Investor Relations and Business Development and a Senior Managing Director at Blackstone, overseeing sovereign and institutional investor relationships and advising large family offices. Mr. Studzinski was previously Head of European Investment Banking at Morgan Stanley and Deputy Chairman of Morgan Stanley International.

Mr. Studzinski is the Founding President of the Arise Foundation, which partners with local networks to stop human trafficking and Vice-Chair Emeritus of Human Rights Watch. He is also the Founder and Chairman of the Genesis Foundation, a U.K.-based charity that supports young artists.

He has 33 years of investment experience and holds an MBA from the University of Chicago and a bachelor’s degree from Bowdoin College. In 2008, the Queen’s New Year’s Honours List named him Commander of the British Empire (CBE) for services to the arts and charity.

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Doug Ostrover
Doug Ostrover
Co-Founder & CEO, Blue Owl Capital

Doug Ostrover is a Co-Founder and Chief Executive Officer of Blue Owl Capital, a member of the firm’s Executive Committee and a member of the firm’s board of directors. Mr. Ostrover is also a Co-Founder of Owl Rock Capital Partners and is a member of the Owl Rock Investment Committees. In addition, Mr. Ostrover served on the boards of ORCC and ORCC II from 2016 to 2021, on the board of ORTF from 2018 to 2021 and on the boards of ORCC III and ORCIC from 2020 to 2021.

Prior to co-founding Owl Rock, Mr. Ostrover was one of the founders of GSO Capital Partners (GSO), Blackstone’s alternative credit platform, and a Senior Managing Director at Blackstone until 2015. Prior to co-founding GSO in 2005, Mr. Ostrover was a Managing Director and Chairman of the Leveraged Finance Group of Credit Suisse First Boston (CSFB). Prior to his role as Chairman, Mr. Ostrover was Global Co-Head of CSFB’s Leveraged Finance Group, during which time he was responsible for all of CSFB’s origination, distribution and trading activities relating to high yield securities, leveraged loans, high yield credit derivatives and distressed securities. Mr. Ostrover was a member of CSFB’s Management Council and the Fixed Income Operating Committee. Mr. Ostrover joined CSFB in November 2000 when CSFB acquired Donaldson, Lufkin & Jenrette (“DLJ”), where he was a Managing Director in charge of High Yield and Distressed Sales, Trading and Research. Mr. Ostrover had been a member of DLJ’s high yield team since he joined the firm in 1992.

Mr. Ostrover is actively involved in non-profit organizations including serving on the Board of Directors of the Michael J. Fox Foundation and the Mt. Sinai Health System. Mr. Ostrover is also a board member of the Brunswick School. Mr. Ostrover received a B.A. in Economics from the University of Pennsylvania and an M.B.A. from New York University Stern School of Business.

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Sadek Wahba
Sadek Wahba
Chairman & Managing Partner, I Squared Capital

Dr. Sadek Wahba is Chairman and Managing Partner of I Squared Capital, an independent global infrastructure investment manager with over 180 professionals based in Miami, London, New Delhi, Hong Kong, Singapore and Taipei. The company specializes in infrastructure investments in the energy, utilities, transport, environmental infra, digital infra, and social infra sectors in North America, Europe and select high-growth economies across Asia and Latin America. He was previously at Morgan Stanley where he was the CEO of Morgan Stanley Infrastructure, a global platform for infrastructure investments.

A former economist at The World Bank, Sadek is an advocate for transformative approaches to infrastructure investment and a frequent commentator about the need for more investment in infrastructure to promote sustainable economic growth. He was part of the expert committee on the World Economic Forum's first report on global infrastructure investments and was named Global Infrastructure Personality of the Year twice, as well as Global Infrastructure Personality of the Decade, by Private Equity International (PEI). He appears regularly on national networks including Bloomberg and CNBC. In September 2022, President Biden appointed Sadek to the National Infrastructure Advisory Council, which advises the White House on reducing the physical and cyber risks and improving the security and resilience of critical infrastructure in the U.S.

He holds a Ph.D. in economics from Harvard University, an M.Sc. in economics from the London School of Economics (LSE) and a B.A. in economics from the American University in Cairo. He is a published author on economic research, including articles in the Journal of the American Statistical Association, Review of Economics and Statistics and others. One of his publications was selected by MIT as one of their 50 most influential papers in the last 50 years.

Sadek is a Senior Fellow at the Development Research Institute of New York University and Foundation Fellow of St. Antony’s College, University of Oxford. A member of the Council on Foreign Relations, he is also a member of the Global Advisory Council of the Wilson Center, a trustee of the American University in Cairo and a member of the board of directors of the Miami Cancer Institute.

Past Speakers

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Jim Chanos
Jim Chanos
President and Founder, Kynikos Associates
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Pierre Lassonde
Pierre Lassonde
Co-Founder, Franco-Nevada
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Peter Orszag
Peter Orszag
Vice Chairman, Citigroup
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Donald Sussman
Donald Sussman
Founder and Chief Investment Officer, Paloma Fund
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William Thorndike
William Thorndike
Bestselling Author of "The Outsiders"; Founder & Managing Director, Housatonic Partners
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Candi Wolff
Candi Wolff
Executive Vice President & Head of Global Government Affairs, Citigroup
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Leon Black
Leon Black
Founder, Chairman & Chief Executive Officer, Apollo Global Management
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Dr. Sherry Cooper
Dr. Sherry Cooper
Chief Economic Counsel, MDC Partners
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Avery Shenfeld
Avery Shenfeld
Chief Economist and Managing Director, CIBC World Markets
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Nelson Peltz
Nelson Peltz
CEO & Founding Partner, Trian Fund Management
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Byron Wien
Byron Wien
Former Chief U.S. Investment Strategist, Morgan Stanley
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Leda Braga
Leda Braga
CEO, Systematica Investments
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Arlene Dickinson
Arlene Dickinson
General and Managing Partner; District Ventures Capital
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Tom Kempner
Tom Kempner
Co-Founder, Davidson Kempner Capital Management
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Joshua  Friedman
Joshua Friedman
Co-Founder & Co-CEO, Canyon Partners
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Daniel Loeb
Daniel Loeb
Founder & CEO, Third Point LLC
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Michael Mauboussin
Michael Mauboussin
Head of Consilient Research, Counterpoint Global, Morgan Stanley Investment Management
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Dominic Barton
Dominic Barton
Former Global Managing Partner, McKinsey & Company; Canada’s Ambassador to the People’s Republic of China
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Jeff Immelt
Jeff Immelt
Former Chairman and CEO, GE; Venture Partner NEA
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Brian Mulroney
Brian Mulroney
Senior Partner, Norton Rose Fulbright & the 18th Prime Minister of Canada
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Stephen A. Schwarzman
Stephen A. Schwarzman
Chairman, CEO and Co-Founder, Blackstone
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Keith Meister
Keith Meister
Chief Investment Officer, Corvex Management LP
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David Darst
David Darst
Former Chief Investment Strategist, Morgan Stanley
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Mark Mobius
Mark Mobius
Founding Partner, Mobius Capital Partners
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Jenny Johnson
Jenny Johnson
President, CEO, Franklin Templeton
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Eileen Murray
Eileen Murray
Chair, FINRA
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Stacey Cunningham
Stacey Cunningham
President, NYSE Group
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Michael Milken
Michael Milken
Chairman, Milken Institute
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Mohamed El-Erian
Mohamed El-Erian
President, Queens' College, Cambridge
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Kirsten Green
Kirsten Green
Founder & Managing Partner, Forerunner Ventures
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Kyle Bass
Kyle Bass
Founder and Chief Investment Officer, Hayman Capital Management
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Mary Schapiro
Mary Schapiro
29th Chairman, United States Securities and Exchange Commission (SEC)
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David Rubenstein
David Rubenstein
Co-Founder & Co-Chairman, The Carlyle Group
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Sheelah Kolhatkar
Sheelah Kolhatkar
Staff Writer at The New Yorker, Best Selling Author
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Mario Gabelli
Mario Gabelli
Chairman and CEO, GAMCO
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Marc Lasry
Marc Lasry
Chairman & CEO, Avenue Capital Group; Owner, Milwaukee Bucks
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Jon Corzine
Jon Corzine
CIO, JDC-JSC Opportunity Fund; Former Governor and U.S. Senator of New Jersey
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Cliff Asness
Cliff Asness
Founder, AQR Capital Management
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Charley Ellis
Charley Ellis
Best-selling Author of 17 Books, Founder of Greenwich Associates
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Leon Cooperman
Leon Cooperman
Chairman & CEO, Omega Family Office
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Sarah Bloom Raskin
Sarah Bloom Raskin
Former Deputy Secretary of the U.S. Department of the Treasury
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Sam Zell
Sam Zell
Founder and Chairman, Equity Group Investments
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Rob Kapito
Rob Kapito
President and Director, BlackRock
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Nassim Taleb
Nassim Taleb
Best-Selling Author; Scientific Advisor, Universa Investments
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Luke Ellis
Luke Ellis
Chief Executive Officer, Man Group
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Joel Greenblatt
Joel Greenblatt
Best-selling Author; Managing Principal and Co-CIO, Gotham Asset Management
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Anthony Scaramucci
Anthony Scaramucci
Founder, SkyBridge Capital; Best-selling Author
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Annie Duke
Annie Duke
World Series of Poker Champion; Best-selling Author
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Steve Young
Steve Young
President, HGGC; Former NFL Player
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Stephen Friedman
Stephen Friedman
Chairman, Stone Point Capital; Former Chairman, Goldman Sachs
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Michael Novogratz
Michael Novogratz
Founder and CEO, Galaxy Digital
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Meb Faber
Meb Faber
Founder & CIO, Cambria Investment Management
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Allison Schrager
Allison Schrager
Award-winning Journalist & Author of An Economist Walks into a Brothel
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Gregory Zuckerman
Gregory Zuckerman
Best-Selling Author & Award-Winning Journalist, Wall Street Journal

Sponsors

Gold

Venterra Realty
TD
KPMG
RPIA

Silver

Wealhouse
Trez Capital
Turtle Creek
Creaghan McConnell Group
Franklin Templeton

Bronze

Imperial
Brookfield
Ninepoint Partners
Glazer Capital Management
Firepower
Algonquin
Neuberger Berman
East Coast
Simcoe
Marret Asset Management
Foremost Financial
Past Conference Highlights
Venue Details
The Venue
THE CARLU
444 Yonge Street, 7th Floor
Toronto, ON M5B 2H4
TEL: +1 (416) 597-1931
thecarlu.com
Parking and Public Transit
Underground Parking:
Entrance off Bay St.
Entrance off Gerrard St. W.

Public Transportation:
College subway stop on the Yonge Line

* The Pantages Hotel does not have on-site parking, however special arrangements have been made with TargetPark at 237 Victoria St, Toronto, ON M5B 1T8.
Hotel Group Booking
THE PANTAGES HOTEL
We are pleased to offer 15% off the best available rate at the time of reservation. To take advantage of this discount, follow these steps:

1. Click this link to make a reservation.
2. Enter your dates of stay and occupancy.
3. Room availability and rates with the applied discount will display.

If you have any questions, please email reservations@silerhotelgroup.com or call the hotel directly at 416-362-1777 | pantageshotel.com