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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.

Portage / Sagard Ecosystem Dinner

Invite Only

Details to follow – Tuesday, September 10th

Demo Day | Co-Sponsored with Visa

Details to follow
Start (EST)
Topic
Presenter
8:00am
Opening Remarks
Ricky Lai, Portage | Chris Ferron, Visa
Wealth & Asset Management
Start (EST)
Topic
Presenter
8:15am
Boosted.ai
Josh Pantony
8:30am
Alpaca
Yoshi Yokokawa
8:45am
Liquidly
Anusha Harid
9:00am
Retireable
Ian Yamey
9:15am
Getguin
Christian Rokitta
Consumer & SMB Finance
Start (EST)
Topic
Presenter
9:30am
Lopay
Richard Carter
9:45am
nesto
Malik Yacoubi
10:00am
Notch
Jordan Huck
10:15am
Fondeadora
Norman Muller, René Serrano
10:30am
Peggy
Graig Follett
Insurance
Start (EST)
Topic
Presenter
10:45am
TheGuarantors
Julien Bonneville
11am
Angle Health
Ty Wang
Fintech Enablers
Start (EST)
Topic
Presenter
11:45am
Novisto
Charles Assaf
12:00pm
Tuum
Myles Bertrand
12:15pm
Tallied
Sunil Singh
12:30pm
ThetaRay
Peter Reynolds
12:45pm
Synctera
Peter Hazlehurst
1:00pm
LoanStreet
Ian Lampl
1:15pm
Closing Remarks
Ricky Lai, PortageChris Ferron, Visa

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

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
Investor
Adam Blumencranz
Adam Blumencranz
Partner
Distributed Ventures
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
Akbar Poonawala
Akbar Poonawala
Co-Founder & Managing Partner
Pivot Investment Partners
Attendee no image
Alain Bergeron
Executive Vice-President and Chief Investment Officer
iA Global Asset Management
Attendee no image
Alexandre Guyot-Desjardins
Analyst
CDPQ
Alexis Steinman
Co-CEO
Maxa
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
Andre Masse
Andre Masse
COO
Conduit
Andrew Graham
Andrew Graham
Co-Founder & CEO
Borrowell
Anna Abillama-Frankowska
Founder & CEO
Graceful Finance
Attendee no image
Anne No
Managing Director, Banking
RBCx
Attendee no image
Annette Bester
MNP
Annie Lapointe
Annie Lapointe
Managing Director & Co-Head
BMO Capital Markets
Asaf Snir
Asaf Snir
Head of Strategic Investments
BNY Mellon
Asiff Hirji
Asiff Hirji
Founder
Inflekxion
Attendee no image
Atul Varde
Chief Information & Payments Officer
Servus Credit Union
Attendee no image
Avi Cohen
Co-Founder & CEO
Entrio.io
Attendee no image
Avi Hasen
President
Fayer Family Office
Attendee no image
Barrie Laver
Managing Director, Head Venture Capital & Private Equity
RBC
Ben Belec
Investor
Intact Ventures
Barrie Laver
Ben Cukier
Partner
Centana Growth Partners
ben-harrison
Ben Harrison
Partner, Head of Partnerships & Policy
Portage
Attendee no image
Benjamin Von Euw
Director, Innovation
iA Financial Group
Blair Livingston
Blair Livingston
CEO
Street Context
Blake Dumelie
SVP, Capital Markets
nesto
Bob Buch
Bob Buch
Chief Revenue Officer
integrate.ai
Braden Dennis
Braden Dennis
Co-Founder & CEO
FinChat
Brad Joudrie
Chief Revenue Officer
Conquest Planning
brian green
Brian Green
Country Head, Canada
Fiserv
Carey Ransom
Managing Director
BankTech Ventures
Charles Assaf
Co-Founder & CEO
Novisto
Charles Poiré
Charles Poiré
Director, Investments
Diagram Ventures
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 O'Neill
Chris O’Neill
Chris Randazzo
Co-Founder & Managing Partner, Technology Ventures Group
Rockefeller Capital Management
Christian Rokitta
Christian Rokitta
Co-Founder & CEO
getquin
Attendee no image
Christopher Dawe
Managing Partner
JP Morgan Growth
Attendee no image
Clare Greenan
Attendee no image
Corey Davis
Managing Director & Head, Fintech
Daniel Ballen
Partner & Co-Head, Portage Capital Solutions
Portage
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
Dan Rosen
Dan Rosen
CEO
d1g1t Inc
Davide Pisanu
Co-Founder & CEO
ClearEstate
David Harney
David Harney
President & COO, Europe
Great-West Lifeco
Attendee no image
David Rozin
Vice President
Roynat Capital
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
Devora Mason
Devora Mason
Senior Director, IR
Jerusalem Venture Partners
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
Elisabeth Allin
Attendee no image
Elliot Vernon
Principal, Greenlight Re Innovations
Greenlight Re
Elodie Bouneau
Elodie Bouneau
Senior Director, Small Business Banking
EQ Bank
Emily Haniotis
Emily Haniotis
Principal, Investments
Diagram Ventures
Éric Bujold
Éric Bujold
Head of Client Relations
National Bank of Canada
Eric Dillon
Eric Dillon
President
General Bank of Canada
Eric Laflamme
Eric Laflamme
Managing Director, CIBC Innovation Banking
CIBC
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
Garren Hong
Garren Hong
Investor
HarbourVest Partners
Gaurav Kapoor
Gaurav Kapoor
Partner, Fintech
Diagram Ventures
Attendee no image
Giovanni Bacarella
Vice President
FTV Capital
Greg McElheran
Greg McElheran
VP, Market Development
Export Development Canada
Grégory Edberg
Grégory Edberg
President
Leuwen SAS
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
Attendee no image
Ian Lampl
Co-Founder & CEO
LoanStreet Inc.
Isabelle Bouchard
VP, Head of Group & New Product Initiatives
RGA
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
Jamie Broadbent
Vice President, Digital
Canadian Western Bank
Jean-Philippe Carmona
Jean-Philippe Carmona
Director, Fintech
Diagram Ventures
Jean-Phillipe 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
Jimmy Dinh
President & CEO, Simplii Financial
CIBC
Joe Maxwell
Joe Maxwell
Managing Partner
FINTOP Capital
John Markell
John Markell
Managing Partner
Armentum Partners
Jonathan Dellar-Fernandes
Venture Associate, Naventures
National Bank of Canada
Jordan Huck
CEO
Notch Financial
Attendee no image
Julie Lavoie
COO
Levio
Julien Bonneville
Julien Bonneville
Founder & CEO
TheGuarantors
Justin Smith-Lorenzetti
Justin Smith-Lorenzetti
Head of Investments
Intact Ventures
Attendee no image
Khurram (Kai) Shehzad
VP Design & Product, Enterprise Capabilities & Fintech Partnerships
Scotiabank
Attendee no image
Koray Bahar
Larry Shumbres
Larry Shumbres
Founder & CEO
Archive Intel
Laura Lenz
Partner
OMERS Ventures
Leslie Hill
COO, Global Capital Formation
Sagard
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
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
Attendee no image
Mark Cormier
Managing Partner
HOOPP
Mark Evans
Mark Evans
CEO
Conquest Planning
Mathieu Baril
Mathieu Baril
Co-Founder & CEO
Octav
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
Michael Denham
Executive Vice President, Commercial and Private Banking
National Bank of Canada
Michael Mire
Michael Mire
Partner
TBC Ventures
Attendee no image
Michael Vostrizansky
Attendee no image
Mike Dibden
Executive Vice President & Chief Information Officer
Canada Life
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
Nick Bakish
Nick Bakish
Principal
Group RMC
Attendee no image
Ollie Purdue
CEO
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 Schlosser
Director, Strategy & Corporate Partnerships
GreenShield
Peter Hazlehurst
Co-Founder & CEO
Synctera
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
Attendee no image
Ramin Niroumand
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
Rivo Uibo
Rivo Uibo
Co-founder & Chief Business Officer
Tuum
Attendee no image
Robert Paterson
Sanjay Bhambhani
Director, Enterprise Strategy
Meridian Credit Union
Santo Politi
Managing Partner
Spark Capital
Sean Martin
Sean Martin
Managing Director
Raymond James
Attendee no image
Shemine Asmina
Head of Venture Capital, Europe & Latam
BNP Paribas Cardif
sinath kim
Sinath Kim
Senior Principal, Partnerships
Portage
Attendee no image
Sophia Samutin
Vice President
Headline Ventures
Stephan Klee
CFO
Sagard
Steph Choo
Steph Choo
Partner, Portage Ventures
Portage
Steven Freiberg
Steve Freiberg
Senior Advisor
Portage
Steve Irvine
Steve Irvine
Founder & CEO
integrate.ai
Steve Schultz
Steve Schultz
Partner, Fintech
Diagram Ventures
Sughanya Umapathy
Sughanya Umapathy
VP, RBCx Capital
RBCx
Sunil Singh
Sunil Singh
Founder & CEO
Tallied Technologies
sylvain thieullent
Sylvain Thieullent
CEO
Horizon Trading Solutions
Takashi Sano
Takashi Sano
Chief Investment Officer
MUFG Innovation Partners
Tarun Ajwani
Tarun Ajwani
Senior Vice President
Alpaca
Attendee no image
Tim Tutsch
Managing Director
BMO Capital Markets
Tomas Blazejowski
Director, Corporate Development & Venture Fund
The Co-operators Group
Attendee no image
Tom Peterson
General Partner
Social Leverage
Tyler End
Co-Founder & CEO
Retirable
Ty Wang
Co-founder & CEO
Angle Health
vikram desai
Vikram Desai
President
DSP Investments
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
Yoshi Yokokawa
Yoshi Yokokawa
Co-founder & CEO
Alpaca

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