Close Menu
Aspire Market Guides
  • Home
  • Alternative Investments
  • Cryptocurrency
  • Economics
  • Equity Investments
  • Mutual Funds
  • Real Estate
  • Trading
What's Hot

Spain’s World Cup win triggers crypto ripple effects across fan tokens, NFTs, and prediction markets

July 20, 2026

AI disruption may break K-shaped economy keeping markets afloat: CIO

July 20, 2026

Hamilton Lane’s Direct Equity platform adds $3.8bn via Fund VI

July 20, 2026
Facebook X (Twitter) Instagram
Trending:
  • Spain’s World Cup win triggers crypto ripple effects across fan tokens, NFTs, and prediction markets
  • AI disruption may break K-shaped economy keeping markets afloat: CIO
  • Hamilton Lane’s Direct Equity platform adds $3.8bn via Fund VI
  • ECB Joins US Banks in Warning Stablecoins Could Drain Deposits
  • 12 Consumer Discretionary Stocks Moving In Monday's Intraday Session – Benzinga
  • UK scientist dwells on archaeology & agri economics at PAU
  • Mid-, small-cap funds continue to attract investors despite elevated valuations: ICRA Analytics – Moneycontrol.com
  • AI Crypto Tokens at Risk? Hedge Funds DUMP Tech Stocks at Fastest Pace in a Decade
  • Hedge funds cut technology exposure by 10% in record retreat, Goldman says
  • Koontz Corp. Sells Two San Antonio Industrial Buildings Totaling 187,200 SF
Monday, July 20
Facebook X (Twitter) Instagram
Aspire Market Guides
  • Home
  • Alternative Investments
  • Cryptocurrency
  • Economics
  • Equity Investments
  • Mutual Funds
  • Real Estate
  • Trading
Aspire Market Guides
Home»Equity Investments»Private Equity Foundations | Advisor.ca
Equity Investments

Private Equity Foundations | Advisor.ca

By CharlotteMay 4, 20263 Mins Read
Share
Facebook Twitter Pinterest Email Copy Link


Brought to you by

Sagard
Mountainous forest background with headshots of presenter and moderator
Photo credit: Sagard

In this webinar airing live on Wednesday, June 3, 2026 at 2:00 pm ET, this session offers a practical introduction to private equity, covering what it is, how it works, and the role it can play in diversified client portfolios.

You will learn:

  • Private Equity Fundamentals: A clear overview of private equity, the main strategies within the asset class, and how they differ across the company lifecycle
  • How the Asset Class Works: The key mechanics of private equity, including fund structures, capital commitments, capital calls, and the J-curve
  • Risk and Return Drivers: How private equity seeks to create value through active ownership, operational improvement, and disciplined execution over time
  • Portfolio and Client Considerations: Important factors for advisors, including portfolio fit, illiquidity, valuation considerations, and how to address common client objections

Presented by:
Stephen Harvey, CFA, Chief Investment Strategist, Sagard

Co-presented by:
Robin Tessier, CFA, Partner, Head of Sagard Private Investment Solutions, Sagard

Note: CE accreditation for this webinar is pending approval. CE accreditation is powered by CE Corner, and the CE Corner team will be applying to CIRO Cycle 11 (CIRO-ID) and FP Canada for continuing education credits. You will receive an email notification when your CE certificate is ready.

About the presenters

Stephen Harvey is Chief Investment Strategist at Sagard, bringing over 20 years of global investing experience from roles in Toronto, London, and New York. He was previously Chief Investment Officer at Titan Advisors and a Partner at Saguenay Strathmore Capital. Earlier, he worked in risk management at the Ontario Teachers’ Pension Plan. He holds an Honours degree in Economics from York University and is a CFA charterholder.

Robin Tessier is Partner and Head of Private Investment Solutions at Sagard, leading the structuring and distribution of private asset offerings across major wealth platforms. Before joining Sagard, he held senior roles at BMO Capital Markets and CIBC Capital Markets and practised corporate law at Davies Ward Phillips & Vineberg LLP. He holds a BA from Dartmouth College, an LL.B from Queen’s University, and is a CFA charterholder.

Sagard is a Canadian-headquartered alternative asset management firm with global operations, offering a multi-strategy platform focused on the middle market, with more than $63 billion¹ in assets under management across venture capital, private equity, private credit, real estate, and private wealth. (CAD, as of Dec 31, 2025)



Source link

Related Posts

Equity Investments

Hamilton Lane’s Direct Equity platform adds $3.8bn via Fund VI

July 20, 2026
Equity Investments

Official: Hondata Acquired By Private Equity

July 20, 2026
Equity Investments

3 Top-Ranked Nuveen Mutual Funds to Boost Your Portfolio – July 20, 2026

July 20, 2026
Equity Investments

GALT stock gains support as Galectin Therapeutics keeps cash focus

July 20, 2026
Equity Investments

Why Investing Style Matters for This Fidelity Fund

July 20, 2026
Equity Investments

Meet the wealthy new investor taking equity stakes in defense companies: The Pentagon

July 19, 2026
Add A Comment
Leave A Reply Cancel Reply

Editors Picks

Spain’s World Cup win triggers crypto ripple effects across fan tokens, NFTs, and prediction markets

July 20, 2026

AI disruption may break K-shaped economy keeping markets afloat: CIO

July 20, 2026

Hamilton Lane’s Direct Equity platform adds $3.8bn via Fund VI

July 20, 2026

ECB Joins US Banks in Warning Stablecoins Could Drain Deposits

July 20, 2026
SUBSCRIBE TO OUR NEWSLETTER

Get our latest downloads and information first. Complete the form below to subscribe to our weekly newsletter.


I consent to being contacted via telephone and/or email and I consent to my data being stored in accordance with European GDPR regulations and agree to the terms of use and privacy policy.

Featured

Investors Have Spoken: 8.2 Trillion Reasons the Trump Bull Market Is Destined to Fail

April 19, 2026

From nothing bitcoin came, and to nothing it will return

June 13, 2026

Cerberus Capital names firm veteran Sangwan as head of India

May 5, 2026
Monthly Featured

Non-capitalist mixed economies: Introduction – Lefteast

July 16, 2026

Police arrest 11 for BTS scalping in Busan as South Korea widens crackdown – CHOSUNBIZ – Chosunbiz

June 14, 2026

Picking index funds as an Irish investor – The Irish Times

July 14, 2026
Latest Posts

Spain’s World Cup win triggers crypto ripple effects across fan tokens, NFTs, and prediction markets

July 20, 2026

AI disruption may break K-shaped economy keeping markets afloat: CIO

July 20, 2026

Hamilton Lane’s Direct Equity platform adds $3.8bn via Fund VI

July 20, 2026
SUBSCRIBE TO OUR NEWSLETTER

Get our latest downloads and information first. Complete the form below to subscribe to our weekly newsletter.


I consent to being contacted via telephone and/or email and I consent to my data being stored in accordance with European GDPR regulations and agree to the terms of use and privacy policy.

© 2026 Aspire Market Guides.
  • Contact us
  • Privacy Policy
  • Terms and Conditions

Type above and press Enter to search. Press Esc to cancel.

SUBSCRIBE TO OUR NEWSLETTER

Get our latest downloads and information first.

Complete the form below to subscribe to our weekly newsletter.


I consent to being contacted via telephone and/or email and I consent to my data being stored in accordance with European GDPR regulations and agree to the terms of use and privacy policy.