12:00 PM - 12:35 PM

Registration, lunch, and welcome remarks by co-chair Robert Brush, Crawley MacKewn Brush LLP 

12:40 PM - 1:20 PM

Market trends on the public, private, sale choice  

Insights on the latest trends including decreased activity in public markets, increased concentration in private markets, increased returns in private markets, mega-private rounds, going private transactions and the impact of the great wealth transfer on the market. 

Panelists:   
Michael Morrow, National Leader, M&A and Capital Markets, BDO Canada LLP  
Tyler Swan, Managing Director and Head, Equity Capital Markets, CIBC Capital Markets 
Joel Clark, Chief Executive Officer, K.J. Harrison & Partners Inc.                            Paul Figliozzi, Managing Director, Marsh            
Moderator:  
Rebecca Cochrane, Partner, Wildeboer Dellelce LLP 

1:25 PM - 2:05 PM

The decision-making framework: Public, private, or sale?  

Insights into the strategic, financial and regulatory factors driving companies to choose their path.  Panelists will share their experiences, offer perspectives on sector nuances, and discuss valuation strategies across strategic pathways, including a comparison of valuation methods for IPOs, private growth, and M&A deals and how market conditions impact valuations. 

Panelists:   
Mike Lauzon, Managing Director, Head of Investment Banking, Canaccord Genuity    Patrick Duncan, Partner, Birch Hill Equity Partners
  
Moderator:  
Sunil Sharma, Partner and National Leader, Private Equity, BDO Canada LLP 

2:05 PM - 2:20 PM

Short coffee and dessert break 

2:25 PM - 3:05 PM

Navigating regulatory landscapes: IPOs, compliance, and beyond 

Insights on the regulatory challenges of going public, staying private, or selling, with a focus on disclosure and governance. 

Panelists:   
Felix Haspel, Senior Manager, Listed Issuer Services, TMX Group 
Denise Weeres, Director, Corporate Finance, Alberta Securities Commission 
Linda Fuerst, Partner, Crawley MacKewn Brush LLP    

Moderators:   
Lindsay Cox, Partner, Co-Lead, Business Law Group, BD&P LLP  
Ted Brown, Partner, Co-Lead, Business Law Group, BD&P LLP

3:10 PM - 3:50 PM

Risk management for every stage: Public, private, or sale 
 
Panelists will discuss the risks unique to each scenario and analyze the role of available tools for mitigating risks, such as insurance. 

Panelists:  
Dianne Morrison, Managing Director, FINPRO, Marsh Canada Limited 
Alan Mak, Partner and National Leader, Forensic Disputes & Investigations, BDO Canada LLP 
Mike Rzepecki, Senior Vice President, Risk & Insurance, Brookfield Asset Management 
Kate McGrann, Partner, Crawley MacKewn Brush LLP 
 
Moderator:  
Robyn Campbell, Managing Director, Marsh Canada Limited

3:55 PM

Closing remarks followed by cocktails