Confluence

September 22 and 23, 2025
Montreal

Confluence:
The Portage Networking Event

Join us for 2 days of curated 1:1s, portfolio company presentations, a women’s cocktail event, and more.

At last year’s event, Portage facilitated 890+ curated 1:1 meetings between Fintechs, Corporates, Investors, LPs, and Ecosystem members, from 15+ countries.

890+

Curated 1:1 Meetings

175+

Organizations

15+

Countries

Event Agenda

Monday, September 22

8:00 AM to 5:00 PM

Curated Meetings

Square Victoria Room, 2nd Flr.

1:00 PM to 4:00 PM

Portfolio Showcase | Presented by Visa

Van Horne Room, 2nd Flr.

4:00 PM to 6:00 PM

Women’s Networking Cocktail | Co-Hosted with Tory’s

Terrace, 3rd Flr.

6:00 PM to 9:00 PM

Networking Cocktail (open to all)

Terrace, 3rd Flr.

Tuesday, September 23

8:00 AM to 4:00 PM

Curated Meetings

Square Victoria Room, 2nd Flr.

1:00 PM to 1:30 PM

The State of AI with Parinaz Sobhani

Ping Room, 3rd Flr.

Details to Come –

Portfolio Showcase | Monday, September 22

Abena Ntakrah

AVP, New Product Initiates & Client Experience

Reinsurance Group of America (RGA)

Abhi Chandrasekhara

Managing Director

Customers Bank

Adam Felesky

Co-Founder & CEO

Portage

Adam Sinclair

Managing Director & Head, FIG Investment Banking

BMO Capital Markets

Adam Stuart

Sales Executive

ThetaRay

Adarsh Rachmale

CEO

CoverTree

Aditi Desai

Chairperson

DSP Mutual Fund

Adrien Niblock

Co-Founder

Walnut Insurance

Alexis Garneau

Analyst

Inovia Capital

Alex Yeung

Partner, Investments

Export Development Canada

Alokik Advani

Managing Partner

Fidelity International Strategic Ventures

Aly Gillani

Head of Canadian Technology Investment Banking

RBC Capital Markets

Alyssa Blankenship

Investor

DRW Venture Capital

Amar Ahluwalia

Co-Founder & CEO

OneVest

Amy Olah

MD, Head of Canada & US West Coast Venture Banking, Innovation Banking

CIBC

Andrea De Palma

Senior Associate, Targeted Acquisitions & Investments

Great American Insurance Group

Andre Masse

COO

Conduit

Andrew Graham

Co-Founder & CEO

Borrowell

Andrew Liou

Vice President – Venture Capital

Rockefeller Asset Management

Andrew Ostro

Co-Founder & CEO

PolicyMe

Andrew Peek

Founder

Tilt

Angie Hoang

Chief Strategy and Innovation Officer

Meridian Credit Union

Annamaria Testani

Head of Strategy, Client & Advisor Experiences

IG Wealth Management

Annette Bester

Partner, National Leader Credit Unions

MNP LLP

Annie Lapointe

Managing Director & Co-Head, Quebec

BMO Capital Markets

Anthony Lisi

Chief of Staff

Arteria AI

Arthur Mensch

Co-Founder & CEO

Mistral AI

Asaf Snir

Senior Director, Head of Strategic Investments

BNY Mellon

Ashlyn Lackey

Director, Emerging Tech & Innovation

Prudential Financial

Atul Varde

Chief Information & Payments Officer

Servus Credit Union

Azim Esmail

AVP, Product & Venture

ATB Financial

Barrie Laver

Managing Director, Head of Venture Capital & Private Equity

Royal Bank of Canada

Ben Belec

Senior Associate

Intact Ventures

Ben Harrison

Partner, Head of Partnerships & Policy

Sagard

Benjamin Von Euw

Director, Innovation

iA Financial Group

Blaine Shewchuk

EVP, Individual Wealth

Canada Life

Bo Shi

VP, Technology

Sandbox Industries

Braden Dennis

Co-Founder & CEO

Fiscal.ai (Formerly FinChat)

Brad Hunkler

CFO

Western & Southern Financial Group

Brad Joudrie

Chief Revenue Officer

Conquest Planning

Brahm Klar

Managing Partner

Round13 Capital

Brian Gong

Senior Associate

Cameron Ventures

Brian Shroder

Co-Founder & CEO

1Money

Bryce Szela

Chief Growth Officer

Odyssey Trust Company

Carl Anderson

Founder & CIO

Marcho Partners

Charles Maranda

Co-Founder

Finofo

Charles Poiré

Director, Investments

Diagram

Chris Black

CEO & President

Thread Bank

Chris Boyce

Head of Fintech Partnerships, Canada

Visa

Chris Ferron

VP, Canada Enablers Merchants and Fintech

Visa

Christopher Dawe

Managing Partner

JP Morgan Asset Management

Christopher Day

SVP, Distribution

Aviva Canada

Claire Verville

Head of Fintech Partnerships

M&T Bank

Clare Greenan

VP, Venture Capital & Growth Equity Investor

Goldman Sachs Asset Management

Corey Davis

Managing Director

BMO Capital Markets

Cristina dos Santos

Vice President, Growth

Securian Canada

Daniel Ballen

General Partner & Co-Head, Portage Capital Solutions

Portage

Daniel Eberhard

CEO & Founder

KOHO Financial

Danièle Poirier

Senior Director, Funds, Private Equity

Caisse de dépôt et placement du Québec

Daniel Ordibehesht

SVP, Head of Strategy, Ventures, and Corporate Development

ATB Financial

Daniel Rethazy

SVP, Personal Lending

CIBC

Daniel Sinclair

VP, Corporate Development & Co-Head Co-operators Corporate Venture Fund

The Co-Operators Group

Daniel Zinn

Co-Founder & Managing Partner

Rivonia Road Capital

Dan Rosen

CEO

d1g1t

Darian Shirazi

Managing Partner

Gradient

Davide Pisanu

CEO

ClearEstate

David Morin

Managing Director and Head of North America, Private Equity

PSP Investments

David Rawlings

CEO, Canada

JPMorgan Chase & Co.

David Rozin

VP & Head, Technology and Innovation Banking

Scotiabank Roynat Capital

David Yang

Partner

Socium Ventures, Cox Enterprises

Del Giannotti

Venture Investing

Vanguard

Derek Szeto

Co-Founder

Walnut Insurance

Devon Kirk

General Partner & Co-Head, Portage Capital Solutions

Portage

Dima Gutzeit

Founder & CEO

LeapXpert

Ekine Akuiyibo

Elliot Vernon

Principal

Greenlight Re

Emily Haniotis

Principal, Investments

Diagram

Emma Lu

Tech Investor

TPG

Eric Brock

COO, PNC Bank Canada

PNC Bank

Eric Dillon

President

General Bank of Canada

Eric Laflamme

Managing Director, Innovation Banking

CIBC

Erwin Raeth

Head of Corporate Development

Progressive Insurance

Eva Wong

Co-Founder & COO

Borrowell

Fabrice Morin

President & COO, Canada

Canada Life

Farhan Khan

EVP, Chief Strategy, and Corporate Development Officer

goeasy Ltd.

François Lafortune

Co-Founder & CEO

Diagram

Frazer Anderson

Managing Director

Link Ventures

Frederic Latreille

General Partner

Diagram

Gaurav Kapoor

General Partner

Diagram

Geoffrey Clauss

Chief Revenue Officer

Boosted.ai

Georges Mitchell

VP, Group Acquisitions and Investments

Desjardins

Gideon Hazam

Co-Founder, COO & CCO

MEMCYCO

Gil Nayot

Partner

Vertu Capital

Grace Hanson

Co-Founder & CEO

Elysian

Gregory Robinson

Partner, Head of Corproate Development and Edward Jones Ventures

Edward Jones

Guillaume Hervé

Managing Director, Corporate Venture & Alternative Growth

BNP Cardif

Hélène Desmarais

Co-Founder, Chairwoman & CEO

IVADO Labs

Hélène Falchier

General Partner, Portage Ventures

Portage

Henri Deshays

General Partner

Newfund

Howard Lindzon

Founder & Managing Partner

Social Leverage

Hubert Saint Olive

Founder

Successions Technology

Ian Brady

CEO

Unio Wealth Management

Ivan Jankovic

VP, Digital Channels

Alterna Savings

Jack Fraser

Partner, Growth Venture Fund

BDC Capital

Jaclyn Chen

CEO

Benepass

Jade Mandel

Managing Director, Venture Capital & Growth Equity

Goldman Sachs Asset Management

Jake Bodanis

Partner, Portage Ventures

Portage

James McKenna

Director, Private Equity

PSP Investments

James Povitz

Principal

NAventures

James Rockwood

CEO

CapIntel

Jamie Broadbent

VP, Digital Commercial Banking

National Bank of Canada

Jamie Rosenblatt

Partner

Golden Ventures

Jean-Francois Marcoux

Co-Founder & Managing Partner

White Star Capital

Jean-Francois Tremblay

Director, Corporate Development

Beneva

Jérémie Bedard

Founder & CPO

Landjourney

Jill Chua

Managing Director

Raymond James

Jil Macdonald

COO

Walnut Insurance

Joanna Harries

Managing Director, Partnerships

Sagard

Joe Khoubbieh

Chief Investment Officer

Valsoft Corporation

Joe Maxwell

Co-Founder & Managing Partner

FINTOP Capital

John Dempsey

Director, Corporate Development

The Co-Operators Group

John Markell

Managing Partner

Armentum Partners

Jonathan Dellar-Fernandes

Associate

NAventures

Jonathan Khov

Associate

Intact Ventures

Jonathan Metrick

Partner, CGO

Sagard

Josh Cohen

Director, Liberty Mutual Strategic Ventures

Liberty Mutual Insurance

Joshuah Lebacq

Principal

NAventures

Joshua Pantony

CEO

Boosted.ai

Joshua Pulman

Principal

Truist Ventures, Truist Financial

Julian Antony

Senior Director, Venture Capital & Private Equity

RBC Capital Partners, RBC

Julie Martel

VP Corporate Development

iA Financial Group

Julien Bonneville

Founder & CEO

TheGuarantors

Justin Miller

Senior Partner

Bain & Company

Justin Smith-Lorenzetti

VP, Investments

Intact Ventures

Karan Jain

CEO

NayaOne

Ken Lotocki

Chief Product Officer

Conquest Planning

Ketul Patel

Investor

Headline

Kevin Leonard

Partner

MissionOG

Kris Hansen

CTO

Sagard

Kristen Wilson

VP, Business Development & Strategic Partnerships

Central 1

Kristina Williams

CEO

Alberta Enterprise Corporation

Kunal Bajaj

Investor

DSP Investments

Kyle Varrone

Corporate Development

Western and Southern Financial Group

Laura Lenz

Partner

OMERS Ventures

Loretta Kulchycki

SVP, Business Modernization, Canada

Canada Life

Luke Vigeant

SVP, GreenShield Ventures

GreenShield

Lulu Chang

Principal

Canapi Ventures

Magaly Charbonneau

Partner

Inovia Capital

Maham Malik

Principal

Mubadala

Malcolm Jussawalla

Senior Manager, Finteh Investments & Partnerships

Malik Yacoubi

Co-Founder & CEO

nesto

Marc-Antoine Le Denn

Director

CDPQ

Mark Goad

General Manager, Canada

Alan

Marlene Lenarduzzi

Chief Risk Officer

Equitable Bank

Martin Aubut

Chief Marketing Officer

nesto

Mathias Nielson

Founder

Final POS

Mathieu Baril

Co-Founder & CEO

Octav

Mathieu Provost

Managing Director, Venture Capital & Technology

CDPQ

Matthew Alfieri

Partner

Centana Growth Partners

Matthew Lalli

Corporate Development Lead

Progressive Insurance

Matthew Meehan

Co-Founder & CEO

Kontempo

Matthew Thomas

Managing Director, Finanical Technology Investment Banking

RBC Capital Markets

Matthieu Motillon

Account Executive

DiliTrust Canada

Matt Tedford

SVP & Head

Scotiabank Roynat Capital

Max Chee

Partner

Aquiline

Max Klein

Founder

LEA Technologies

Michael Manahan

SVP, Sales

Atomic

Mike Barbosa

CEO

OatFi

Milan Nosovic

Business Manager

Capital One

Mrinal Sharma

Head of Strategy

Socotra

Mrin Menon

Director, New Business Development

Mastercard

Nadia Asoyan

CFO

Alpaca

Narissa Sandhu

Director, Corporate Finance

ZILO

Neel Ganu

CEO

Pluto

Neil Kamath

Managing Partner

Vanara Capital

Neil Kapur

Partner

TTV Capital

Nicolas Westphal

Managing Partner

Haymaker Growth

Parinaz Sobhani

Head of AI

Sagard

Parnaz Tabrizian

Director of Innovation Labs

AIMCo

Patricia Felts

Managing Director, Strategic Investments

Fifth Third Bank

Patrick Choi

Senior Manager, Corporate Strategy

Capital One

Patrick Fauteux

Innovation Lead

Beneva

Paul Desmarais III

Chairman & CEO

Sagard

Paul Douglas

AVP, Specialty Market Distribution

The Co-Operators Group

Paul Godman

Pedro Dias

Chief Business Officer

Simetrik

Peter Hazlehurst

CEO

Synctera

Philippe Casarotto

COO

PWL Capital

Philippe Daoust

Managing Director

NAventures

Philippe Goffin

Founder, President & CEO

Zilo Technology

Pierre-Marc Pare

Senior Associate, Funds, Private Equity

CDPQ

Prateek Sodhi

Co-Founder & CEO

Finofo

Rabih Ramadi

Co-Founder & CEO

Avantos

Rahul Rana

Associate

Solari Capital

Rania Ajakane

Associate

Inovia Capital

Rasha Katabi

Founder & CEO

Brim FInancial

Ravin Puri

Corporate Development and Strategic Partnerships Lead

Guardian Life

Richard Carter

Founder & CEO

Lopay

Ricky Lai

General Partner, Portage Ventures

Portage

Rishi Saggi

VP, Fintech Innovation Fund

Rockefeller Capital Management

Rivo Uibo

Co-Founder & CBO

Tuum

Robert Montanino

VP, Corporate Development and M&A

Interac Corp

Rob Palin

General Manager, Next Generation Solutions Canada

Fiserv

Rob Paterson

President & CEO

Alterna Savings

Ryan Kolnick

Associate Director, Business Development

Kikoff

Saar Pikar

Managing Director, Head of OMERS Ventures & Growth

OMERS

Saloua Benkhouya

VP, Private Equity & Impact Investing

Fonds de solidarité FTQ

Samuel Dion-Girardeau

CTO

Tilt

Sam Youssef

Founder & CEO

Valsoft Corporation

Sanjay Bhambhani

Director, Enterprise Strategy

Meridian Credit Union

Sanjiv Samant

Managing Partner

PROPELR Growth

Scott Taylor

Vice President, Product Delivery

Empower

Sean Martin

Managing Director, Head of Financial Institutions & Financial Technology

Raymond James

Sean Song

Vice President

Viewpoint Ventures

Sharon MacLeod

Board Director

Power Corporation of Canada

Shelby Austin

Founder & CEO

Arteria AI

Shemine Asmina

Head of Venture Capital, Europe & Latam

BNP Cardif

Shivum Sharma

Corporate Development

Wealthsimple

Siddartha Krishnan

Partner, Private Equity Investments

Export Development Canada

Sophia Samutin

Vice President

Headline

Stephany Lapierre

Founder & CEO

TealBook

Steph Choo

General Partner, Portage Ventures

Portage

Steve Irvine

Founder & CEO

integrate.ai

Steve Schultz

General Partner

Diagram

Stuart Davis

Canadian Banking Executive

Independent Special Advisor

Stu Szabo

CEO

MyBeacon

Sunil Singh

Founder & CEO

Tallied

Suraj Tripathy

Head of Corporate Development

Raymond James

Takashi Sano

Chief Investment Officer

MUFG Innovation Partners

Tamara Chackeris

VP, Portage Capital Solutions

Portage

Tara Reeves

Managing Director, Venture

Eurazeo

Tarun Ajwani

Chief Revenue Officer

Alpaca

Tel Matrundola

President

VersaBank USA

Thomas Blazejowski

AVP, Corporate Development & Venture Fund

The Co-Operators Group

Thomas King

Managing Partner

LF Partners

Todd Cassler

Partner, Chief Growth Officer

Cerity Partners

Tommy Blanchard

President

LF Partners

Tom Taubkin

Co-founder / CEO

Boosted Technology

Tripp Shriner

Managing Partner

Point72 Ventures

Tsuyoshi Yokokawa

Co-Founder & CEO

Alpaca

Tyler End

CEO

Retirable

Ty Wang

Co-Founder & CEO

Angle Health

Vahid Mirjalili

CEO

evolo.ai

Vanessa Karras

Principal

Diagram

Victor Scutaru

Managing Director, Private Equity Funds Portfolio

BDC Capital

Vikas Arora

Principal, Advanced Technologies, Mid-Market Growth & Investments

Export Development Canada

Vikram Desai

President

DSP Group & DSP Investments

Vincent Baldwin Côté

Regional Director, Technology and Innovation Banking

Scotiabank Roynat Capital

Win Bear

Managing Director, Venture Capital

Kensington Capital Partners

Ying Soong

Managing Director

Ontario Teachers’ Pension Plan

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Confluence – The Portage Networking Event

Confluence

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175+

15+

Monday, September 22

Tuesday, September 23

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