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Confluence – The Portage Networking Event

Confluence:
The Portage Networking Event

September 10 and 11, 2024
Fairmont The Queen Elizabeth, Montreal

We are excited to bring together our ecosystem to foster long-term partnerships through curated 1:1 meetings, a product demo day, and information sessions on Portage strategies.

This event is adjacent to Canada Forum FinTech where Portage is the conference presenting sponsor.

Note: Rooms at the Fairmont Queen Elizabeth are currently sold out. For alternative hotel options, please visit Hotel Bonaventure or Hotel Renaissance.

Event Agenda

September 10 and 11, 2024

  • Tuesday, Sept. 10
  • Wednesday, Sept. 11
8:00am – 5:00pm

Curated 1:1 Meetings

Square Victoria Room, 2nd Flr.

1:00pm – 3:00pm

Demo Day | Co-Sponsored with Visa

Van Horne Room, 2nd Flr.

8:00am – 4:00pm

Curated 1:1 Meetings

Square Victoria Room, 2nd Flr.

Tuesday, September 10th

Demo Day | Co-Sponsored with Visa

Start (EST)
Topic
1:00 PM
Opening Remarks
Wealth & Asset Management
Start (EST)
Topic
1:15 PM
Boosted.ai
1:30 PM
Conquest
Insurance
Start (EST)
Topic
1:45 PM
Walnut
Fintech Enablers
Start (EST)
Topic
2:00 PM
Atomic
2:15 PM
Integrate.ai
2:30 PM
LeapXpert
2:45 PM
Tallied
3:00 PM
Thetaray
3:15 PM
Tuum
3:30 PM
Valstro
3:45 PM
Closing Remarks

Presenting Companies

Digital financial platform that taps into online payroll transactions to provide financial solutions

Machine learning-based software that helps investment managers save time, improve portfolio metrics, and make better, data driven decisions

AI-driven open architecture financial planning software that allows firms to develop a personalized experience for customers

Provides the infrastructure to issue and service modern credit card solutions

AI-powered secure global payments platform for banks and fintechs

Platform allowing businesses to integrate various insurance products into their own offerings, providing customer experience reports

Trading solutions platform focused on launching and building out US equities order management system for sell-side brokers targeting regional and bulge bracket clients

integrate.ai is creating easy ways for developers and data teams to build distributed private networks to harness collective intelligence without moving data.

Develops communication infrastructure for enterprises in regulated industries, primarily financial services. Enables employees to use work-sanctioned communication channels to reach clients using their preferred methods of communication and allows employees to use their client’s preferred messaging platform directly in a compliant manner.

Developer of a modern cloud-native core banking platform designed for banking operations.

Filter By:
  • All Industries
  • Financial Institutions
  • Fintech / SaaS Companies
  • Investors
  • Other
Attendee no image
Aaron Webster
Managing Director
Cameron Ventures
Attendee no image
Abhi Chandrasekhara
Managing Director, Venture Banking Group
Abhishek Pandey
Co-Founder and Deputy CEO
73 Strings
Adam Blumencranz
Adam Blumencranz
Partner
Distributed Ventures
Attendee no image
Adam Dean
Vice President & Portfolio Manager
CMLS
adam-felesky
Adam Felesky
Co-Founder & CEO
Portage
Adam Sinclair
Adam Sinclair
Managing Director & Head, Financial Institutions Group (FIG)
BMO Capital Markets
Adarsh Rachmale
Adarsh Rachmale
Co-Founder & CEO
CoverTree
Adrien Niblock
Co-founder, CPO
Walnut Insurance
Ajay Patel
Investor
Synchrony Bank
Attendee no image
Alexandre Guyot-Desjardins
Analyst
CDPQ
Alexis Steinman
Co-CEO
Maxa
Alex Marquez
Founder & Global Managing Director
Experian Ventures
Alice Reimer
CEO
Fillip Fleet
Alokik Advani
Alokik Advani
Managing Partner
Fidelity International Strategic Ventures
Attendee no image
Aly Gillani
Head, Canadian Tech IB
RBC
Amanda Gaiotti
Senior Principal, Corporate Development
Sagard
Amar Ahluwalia
Amar Ahluwalia
Co-Founder & CEO
OneVest
Ana De Sousa
Ana De Sousa
CEO
Agio Ratings
Attendee no image
Andrea De Palma
Strategic Partnerships & Investments, Innovation Strategy Group
Great American Insurance Group (GAIG)
Andrew Graham
Andrew Graham
Co-Founder & CEO
Borrowell
Andrew Liou
VP, Venture Fund Analyst
Rockefeller Capital Management
Anna Abillama-Frankowska
Founder & CEO
Graceful Finance
Attendee no image
Anne No
Managing Director, Banking
RBCx
Annie Lapointe
Annie Lapointe
Managing Director & Co-Head
BMO Capital Markets
Asaf Snir
Asaf Snir
Head of Strategic Investments
BNY Mellon
Attendee no image
Atul Varde
Chief Information & Payments Officer
Servus Credit Union
Attendee no image
Avi Hasen
President
Fayer Family Office
Avinash Bengathody
Senior Product Manager
Valstro
Attendee no image
Barrie Laver
Managing Director, Head Venture Capital & Private Equity
RBC
Barrie Laver
Ben Cukier
Partner
Centana Growth Partners
Benedikt Kalteier
CEO
Clark
ben-harrison
Ben Harrison
Partner, Head of Partnerships & Policy
Portage
Attendee no image
Benjamin Von Euw
Director, Innovation
iA Financial Group
Blake Dumelie
SVP, Capital Markets
nesto
Bob Buch
Bob Buch
Chief Revenue Officer
integrate.ai
Bo Shi
Vice President
Sandbox Industries
Braden Dennis
Braden Dennis
Co-Founder & CEO
FinChat
Brad Joudrie
Chief Revenue Officer
Conquest Planning
Brandon Swanson
Senior Director, US Distribution
d1g1t
brian green
Brian Green
Country Head, Canada
Fiserv
Brian Smith
Chief Strategy and Design Officer
ZILO
Carey Ransom
Managing Director
BankTech Ventures
Charles Assaf
Co-Founder & CEO
Novisto
Charles Dumont
Vice President
Power Corporation of Canada
Charles Poiré
Charles Poiré
Director, Investments
Diagram Ventures
Attendee no image
Charlie Nelson
CEO
Nelson Advisors
Attendee no image
Charlotte Borgognoni
Attendee no image
Chris Boyce
Senior Director, Fintech Partnerships
Visa Canada
Chris Ferron
Chris Ferron
Head of Fintech Partnerships
Visa Canada
Chris Randazzo
Co-Founder & Managing Partner, Technology Ventures Group
Rockefeller Capital Management
Attendee no image
Clare Greenan
Attendee no image
Corey Davis
Managing Director & Head, Fintech
Craig Follett
Co-Founder & CEO
Peggy
Daniel Ballen
Partner & Co-Head, Portage Capital Solutions
Portage
Daniele Poirier
Senior Director, Private Funds
CDPQ
Daniel Sinclair
Daniel Sinclair
Head, Co-operators Venture Capital
The Co-operators Group
Attendee no image
Daniel Weinerman
Head of North American Enterprise Relationships
ThetaRay
Daniel Zinn
Managing Partner
Rivonia Road Capital
Dan Rosen
Dan Rosen
CEO
d1g1t
Daren Draper
Principal
Fayer Family Office
Davide Pisanu
Co-Founder & CEO
ClearEstate
David Galvan
VP, BD and Fintech Engagement
Mastercard
David Harney
David Harney
President & COO, Europe
Great-West Lifeco
Attendee no image
David Rozin
Vice President
Roynat Capital
David Webster
VP, Corporate Development
AssetMark
David Wilkes
Corporate Finance and Strategy
EQ Bank
Attendee no image
Deepak Agrawal
Senior Vice President
Franklin Templeton
Derek Szeto
Derek Szeto
Co-Founder & CEO
Walnut Insurance
Devon Kirk
Devon Kirk
Partner & Co-Head, Portage Capital Solutions
Portage
Attendee no image
Dion Linke
Chief Operating Officer
Servus Credit Union
Attendee no image
Donald Frieden
CEO
P97 Networks
Doug Yeager
CEO
Trice Technologies
Edward Wheeler
Edward (Ned) Wheeler
MD, Private Capital Markets
KBW (Stifel)
Attendee no image
Elizabeth Allin
Attendee no image
Elliot Vernon
Principal, Greenlight Re Innovations
Greenlight Re
Elodie Bouneau
Elodie Bouneau
Senior Director, Small Business Banking
EQ Bank
Attendee no image
Emilie Begin
Vice-President, Strategy & Innovation
Promutuel Assurance
Emily Haniotis
Emily Haniotis
Principal, Investments
Diagram Ventures
Emma Lu
Investor
TPG Capital
Éric Bujold
Éric Bujold
Head of Client Relations
National Bank of Canada
Eric Dillon
Eric Dillon
President
General Bank of Canada
Attendee no image
Erick Wong
Chief Product Officer
Central 1 Credit Union
Eric Laflamme
Eric Laflamme
Managing Director, CIBC Innovation Banking
CIBC
Attendee no image
Esther Park
Chief Operating Officer
Boosted Technology
Ethan Silver
Partner
Lowenstein Sandler
Eva Wong
Co-Founder & COO
Borrowell
Attendee no image
Fabiana Montoya
Director, Fintech Partnerships & Innovation
Scotiabank
Attendee no image
Fabrice Morin
Attendee no image
Francis Repka
Francois Lafortune
Francois Lafortune
Co-Founder & CEO
Diagram Ventures
Frazer Anderson
Partner
Vestigo Ventures
Attendee no image
Frederic Latreille
Partner, Fintech
Diagram Ventures
Attendee no image
Gabriel Sirois
Partner – Private Equity and Venture Capital
Export Development Canada (EDC)
Garren Hong
Garren Hong
Investor
HarbourVest Partners
Gaurav Kapoor
Gaurav Kapoor
Partner, Fintech
Diagram Ventures
Geoff Clauss
Chief Revenue Officer
Boosted.ai
Attendee no image
Giovanni Bacarella
Vice President
FTV Capital
Greg McElheran
Greg McElheran
VP, Market Development
Export Development Canada
Gregory Smith
General Manager, Canada
FlowX.ai
Guillaume Marion
Guillaume Marion
Partner, Capital Formation
Sagard
Attendee no image
Hanif Joshaghani
Co-founder & CEO
Symend
Hanna Tomory
Hanna Tomory
Head of Canadian Commercial Business
Palantir Technologies
Attendee no image
Hayden Lekacz
Vice President, TPC Tech Adjacencies
TPG Capital
Hemant Taneja
CEO & Managing Director
General Catalyst
Attendee no image
Hugh McKee
Head, BMO Partners
BMO Financial Group
Attendee no image
Ian Lampl
Co-Founder & CEO
LoanStreet Inc.
Ioan Iacob
Founder & CEO
FlowX.ai
Isabelle Bouchard
VP, Head of Group & New Product Initiatives
RGA
Ivan Jankovic
VP, Digital Channels
Alterna Savings and Credit Union
Jack Fraser
Jack Fraser
Partner, Growth Venture Fund
BDC Capital
Jaques Bernier
Jacques Bernier
Managing partner
Teralys Capital
Jade Mandel
Jade Mandel
Managing Director
Goldman Sachs Growth Equity
jake bodanis
Jake Bodanis
Principal, Portage Ventures
Portage
Attendee no image
Jake Lawrence
Executive Vice-President & Chief Financial Officer
Power Corporation of Canada
Jakob Pizzera
Jakob Pizzera
Co-Founder & COO
OneVest
Attendee no image
James McKenna
Director, Private Equity
PSP Investments
Jamie Broadbent
Vice President, Digital
Canadian Western Bank
Attendee no image
Jamie Ha
Co-Founder and CFO
ZayZoon
Jamie Rosenblatt
Partner
Golden Ventures
Attendee no image
Jean-Philippe Bourget
Directeur principal – Placements et partenariats
Promutuel
Jean-Philippe Carmona
Jean-Philippe Carmona
Director, Fintech
Diagram Ventures
Jean-Philippe Daunais
VP of Product, Strategy & Corporate Development
ClearEstate
Attendee no image
Jean Salomé
Venture Partner
Jerusalem Venture Partners
Jeff Marshall
Jeff Marshall
Chief Marketing & Experience Officer
Canada LIfe
Attendee no image
Jeff Otten
Jen Jia
Head of Corporate Development and Strategy
One
Jeremie Bedard
Jeremie Bedard
Founder & CPO
Landjourney.ai
jean francois seguin
JF Seguin
Managing Director & Head, Technology Investment Banking
BMO Capital Markets
Jil Macdonald
Chief Operating Officer
Walnut Insurance
Jimmy Dinh
President & CEO, Simplii Financial
CIBC
Joe Maxwell
Joe Maxwell
Managing Partner
FINTOP Capital
Attendee no image
John Dempsey
Director
Co-operators
John Markell
John Markell
Managing Partner
Armentum Partners
Attendee no image
John Prato
Deputy Chair
TD Securities
Jonathan Dellar-Fernandes
Venture Associate, Naventures
National Bank of Canada
Attendee no image
Jonathan Tetrault
Managing Partner
Sagard
Jonathan Watkin
Associate, Portage Capital Solutions
Portage
Jordan Huck
CEO
Notch Financial
Joshuah Lebacq
Principal, NAventures
National Bank of Canada
Attendee no image
Julie Lavoie
COO
Levio
Julie Martel
VP Corporate Development
Industrial Alliance
Julien Bonneville
Julien Bonneville
Founder & CEO
TheGuarantors
Attendee no image
Kaitlin Derry
Investor
Brewer Lane Ventures
Attendee no image
Kareem Dakak
Investor
J.P. Morgan Growth Equity Partners
Ken Lotocki
Chief Product Officer
Conquest Planning
Ken Nguyen
Partner
Diagram Ventures
Attendee no image
Ketul Patel
Attendee no image
Khurram (Kai) Shehzad
VP Design & Product, Enterprise Capabilities & Fintech Partnerships
Scotiabank
Attendee no image
Koray Bahar
kris hansen
Kris Hansen
CTO
Portage
Larry Shumbres
Larry Shumbres
Founder & CEO
Archive Intel
Laura Lenz
Partner
OMERS Ventures
Attendee no image
Leen Meyer
Co-Founder and CEO
PolicyBook
Leslie Hill
COO, Global Capital Formation
Sagard
Lisa Durnford
GM, Canada
Synctera
Logan Allin
Logan Allin
Managing Partner & Founder
Fin Capital
Loretta Kulchycki
Senior Vice President, Product, AI & Digital Strategy
Canada Life
Lulu Chang
Lulu Chang
Investor
Canapi Ventures
Madeleine Carter
Associate, Partnerships
Portage
Malcolm Jussawalla
Fintech Investments & Partnerships
TD Bank Group
Malik Yacoubi
Malik Yacoubi
Co-Founder & CEO
nesto
Marcel Larochelle
Marcel Larochelle
Managing Partner
Novacap
Marcos Fernandez
Marcos Fernandez
Managing Partner
Fiat Ventures
Mariama Dupuis
Chief of Staff, Office of the Chairman & CEO
Sagard
Attendee no image
Marie-Claude Boisvert
Partner & Head, Private Equity Canada
Sagard
Marija Rhodes
Marija Rhodes
Principal, Capital Formation
Sagard
Mark Evans
Mark Evans
CEO
Conquest Planning
Martin Aubut
CMO
nesto
Massimo Iamello
Partner
MNP Quebec TMT Leader
Mathieu Baril
Mathieu Baril
Co-Founder & CEO
Octav
Mathieu L’Allier
Vice-Chairman and Head of IB, Eastern Canada
Stifel / KBW
Mathieu Provost
Mathieu Provost
Managing Director, Venture Capital & Technology
CDPQ
Attendee no image
Matthew Seagrim
Chief Digital & Marketing Officer
Meridian Credit Union
Attendee no image
Matthew Thomas
Managing Director, Technology Investment Banking
RBC
Matt Ober
Matt Ober
Partner
Social Leverage
Attendee no image
Matt Tedford
Senior Vice President
Roynat Capital
Maxime Boissonneault
Maxime Boissonneault
CEO
Moov AI
Attendee no image
Maxime Delagneau
Sales Director Canada
DiliTrust
Michael Denham
Executive Vice President, Commercial and Private Banking
National Bank of Canada
Michael Mire
Michael Mire
Partner
TBC Ventures
Michael Sprachman
Product Manager
Valstro
Attendee no image
Michael Vostrizansky
Attendee no image
Mike Dibden
Executive Vice President & Chief Information Officer
Canada Life
Attendee no image
Mike Mazarakis
Account Director
Palantir
Attendee no image
Mingze Deng
Senior Associate, Venture Creation
Diagram Ventures
Morgan Larhant
Chef du service économique de l’Ambassade de France
Ambassade de France
Mrin Menon
Mrin Menon
Director, New Business Development, Americas
Mastercard
Myles Bertrand
Myles Bertrand
CEO
Tuum
Attendee no image
Neil Kamath
TPG Capital
Attendee no image
Neil Watson
Senior Director, Fintech Partnerships
Nicholas Thadaney
President
Partners Capital
Nicholas Westphal
Managing Partner
Haymaker Growth
Nick Bakish
Nick Bakish
Principal
Group RMC
Nicky Senyard
CEO
Fintel Connect
Oliver Lane
Investment Associate
Ingka Group
Ori Ben-Yishai
Ori Ben-Yishai
Partner
Viewpoint Ventures
Patricia Felts
Managing Director, Strategic Investments
Fifth Third Bank
Patrick Daignault
Patrick Daignault
Partner, Private Equity Canada
Sagard
Attendee no image
Patrick Fauteux
Senior Innovation Advisor
Beneva
Attendee no image
Paul Clemow
Interim CIO
Alterna Savings and Credit Union
Attendee no image
Paul Desmarais III
Chairman and CEO
Paul Manias
Partner and Co-Head, Diagram ClimateTech Fund
Diagram Ventures
Attendee no image
Paul Schlosser
Director, Strategy & Corporate Partnerships
GreenShield
Peter Hazlehurst
Co-Founder & CEO
Synctera
Peter Lu
VP Product
KOHO
Phil Goffin
Phil Goffin
Founder & CEO
ZILO
Attendee no image
Philippe Daoust
Managing Director, NA Ventures
National Bank of Canada
Attendee no image
Pierre Donaldson
Diagram Ventures
Rajib Hasan
Director, Investment Banking
KBW
Rania Ajakane
Rania Ajakane
Investor
Inovia Capital
Rasha Katabi
Founder & CEO
Brim Financial
Richard Carter
Richard Carter
Founder & CEO
Lopay
Richard Reiner
Richard Reiner
Managing Partner
CC Stratus Capital
Ricky Lai
Ricky Lai
Partner, Portage Ventures
Portage
Rishi Saggi
VP, Venture Fund Analyst
Rockefeller Capital Management
Rivo Uibo
Rivo Uibo
Co-founder & Chief Business Officer
Tuum
Attendee no image
Robert Paterson
Rob Khazzam
CEO & Co-Founder
Float
Ryan Tevel
Senior Director, Partnerships & BD
KOHO
Sanjay Bhambhani
Director, Enterprise Strategy
Meridian Credit Union
Santo Politi
Managing Partner
Spark Capital
Sara Phillips
Great American Insurance Group
Sean Martin
Sean Martin
Managing Director
Raymond James
Shambhavi Mishra
Director – Growth & Portfolio
Antler
Attendee no image
Shannon Ernst
Head of Corporate Development
ATB Financial
Sharon MacLeod
Board Director
IGM Financial
Attendee no image
Shemine Asmina
Head of Venture Capital, Europe & Latam
BNP Paribas Cardif
Attendee no image
Simon Behan
Chief Commercial Officer
FINBOURNE Technology
sinath kim
Sinath Kim
Senior Principal, Partnerships
Portage
Attendee no image
Sophia Samutin
Vice President
Headline Ventures
Attendee no image
Stephan Barrow
Co-Founder & Chief Revenue Officer
Valstro
Stephan Klee
CFO
Sagard
Steph Choo
Steph Choo
Partner, Portage Ventures
Portage
Steve Irvine
Steve Irvine
Founder & CEO
integrate.ai
Steve Schultz
Steve Schultz
Partner, Fintech
Diagram Ventures
Stevi Petrelli
Head of Blackstone Innovations Investments
Blackstone Group
Sughanya Umapathy
Sughanya Umapathy
VP, RBCx Capital
RBCx
Sunil Singh
Sunil Singh
Founder & CEO
Tallied Technologies
Attendee no image
Susan Ehrlich
Partner
Core Innovation Capital
sylvain thieullent
Sylvain Thieullent
CEO
Horizon Trading Solutions
Tal Schwartz
Founder
Canadian Fintech Newsletter
Tarun Ajwani
Tarun Ajwani
Senior Vice President
Alpaca
Tel Matrundola
President
VersaBank USA
Attendee no image
Tim Tutsch
Managing Director
BMO Capital Markets
Attendee no image
Tom Peterson
General Partner
Social Leverage
Tom Taubkin
CEO
Boosted Technology
Tracy Church
VP, Financial Institutions
Atomic FI
Ty Wang
Co-founder & CEO
Angle Health
Attendee no image
Vikas Arora
Principal
Export Development Canada (EDC)
Vincent Baldwin
Vincent Baldwin
Associate Director, Technology & Innovation Banking
Roynat Capital
Attendee no image
Vivian Sze
Director, Investment Banking
TD Securities
Attendee no image
Yann Citté
CEO
Bureau Familial Coutu
Yann Magnan
Co-Founder and CEO
73 Strings
Yoshi Yokokawa
Yoshi Yokokawa
Co-founder & CEO
Alpaca

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