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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)