Forum on

Private Equity M&A

September 26 - 28, 2021 Niagara-on-the-Lake, Ontario
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Forum

Overview

Dates: September 26 - 28, 2021

Location: Niagara-on-the-Lake, Ontario

The Forum is a biennial gathering of 44 senior in-house counsel from the largest Canadian institutional investors and preeminent lawyers from across North America, to address emerging legal risks and challenges in direct private equity investments and M&A transactions.

Using candid, peer-driven discussion, this Forum explores key private equity M&A trends and developments, to discern best practices and strategies for successfully negotiating and completing transactions.

2021 Steering Committee

This advisory group of leading practitioners drafted the Agenda and personally nominated all invitees to the Forum.

Committee Co-Chairs

Committee Members

Forum Director

  • Emma Phillips Senior Forum Director Cambridge Forums Toronto, ON [email protected] M: +1 437 216 3119

    Emma is Senior Forum Director and Financial Services Lead at Cambridge Executive Connections (CEC), a subsidiary of Cambridge Forums, Inc. Naturally curious and a lifelong learner, Emma has developed and managed a variety of meetings in both the profit and non-profit sectors. Before joining Cambridge, Emma was Assistant Vice President, Global Marketing at State Street in Canada, where she spent close to two decades of her career, offering her a great depth of knowledge and understanding of the financial and investment sectors. In Emma’s current role, she leads CEC’s Financial Services portfolio, including programs for institutional investors, banking, private funds, risk, and governance professionals.

CONNECT. ENGAGE. EXCEL. This is a different event, unlike any you've attended

The Forum offers a private environment for leading legal practitioners to share insights on market practices and build valuable connections with key players from across Canada and the US.

"Great opportunity to discuss current practices and emerging trends in a collegial forum that brings together thought leaders and key experts in the PE, pension fund, and M&A deal community."

Sven Milelli Partner McCarthy Tétrault LLP Vancouver, BC

"Market-leading experts sharing relevant experience with respect to changing market conditions and terms and collaborating to make the market more efficient."

Tara Rosenblatt Managing Director & Associate General Counsel Ontario Teacher’s Pension Plan Toronto, ON

"The Forum was very interesting and engaging so was it was well set up to foster open communication. Participants arrived ready to speak their minds and the moderators did a great job of keeping the discussion lively."

Neal Ross Partner Osler Calgary, AB
Participants socializing during reception Participants focused during roundtable Participants drinking wine while socializing during reception Participants engaged in conversation Participants seated during reception Side view of Langdon hall Participants laughing during reception

STILL UNSURE?

Learn why people return year after year

Hear how our participants describe the practical benefits of our forums.

Emma Phillips

Senior Forum Director

Telephone

+1 437 216 3119

Email

[email protected]Email Emma

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