Hedge Fund Alpha is covering the 2025 Capitalize For Kids Investors Conference, Canada’s premier alternatives investment event that brings together leading global investment managers and North American institutional investors. The conference features top hedge fund managers pitching their best ideas, macro experts discussing timely market insights, investment strategies, and innovative ideas - all in support of Capitalize for Kids’ mission to transform child and youth mental health across Canada.
Capitalize for Kids has raised over $21 million since 2013, supporting more than 75 community mental health service providers and reaching over 1 million young people and their families.
The two-day conference will feature keynote presentations, thought leadership sessions, and panel discussions across private equity, venture capital, real estate, multi-strategy, private credit, and digital assets. Attendees will have multiple opportunities to network, beginning with breakfast and capital introduction meetings each morning, followed by informal networking breaks, and concluding with closing receptions on both days.
Subscribers can access the full PDF report of our Capitalize For Kids 2025 Conference coverage at the bottom of this page.
Also see our coverage of the 2025 Robin Hood Investors Conference, 2025 Invest For Kids Conference, and the 2025 European Value Investing Conference
Capitalize For Kids Investors Conference Agenda
Wednesday, October 22
7:30 AM - General Registration Opens / Breakfast
8:00 AM - Women’s Forum Breakfast (Round Room by invitation)
8:00 AM - Capital Introduction Meetings
10:15 AM - Doors Open / Informal Networking
10:45 AM - Welcome Remarks
11:00 AM - Thought Leadership
Speaker: Bob Prince | Bridgewater Associates
Bridgewater’s Bob Prince discussed macro positioning with implications for global assets, including exposure across the US, EU, Japan, and China, as well as the AI leaders that he said have reached escape velocity. Full details will be available in the linked coverage.
Prince argued that global imbalances from COVID stimulus, inflation, and aggressive tightening are now fading, bringing economies closer to “cyclical equilibrium,” where spending, debt, and risk premiums are aligned. He cautioned that political shifts and protectionism are driving a new era of “modern mercantilism” that can rapidly change inflation dynamics. He recommended maintaining diversified portfolios given unpredictable outcomes. More in-depth details in the linked coverage.
- See: Bridgewater’s Bob Prince – Cyclical Equilibriums On Unstable Ground
11:30 AM - Private Equity Panel
Speakers:
- David Mussafer | Advent International
- Yann Robard | Dawson Partners
12:00 PM - Best Ideas
Speakers:
- Daniel S. Loeb | Third Point LLC
Moderator: Mario Therrien | La Caisse
Third Point CEO Dan Loeb said Nvidia NVDA is approaching another breakout phase in the AI cycle, while also highlighting two specific companies as attractive opportunities. Full details can be found in linked coverage.
Loeb stated that AI infrastructure spending is only in the early innings and not a bubble. He expects strong consumer fundamentals and fiscal tailwinds to support continued market strength into 2026. He remains constructive on credit and insurance capital solutions and warned against rigid stop loss rules, encouraging younger investors to stay curious and treat the craft with passion.
- See: Dan Loeb AI Not A Bubble & Next Leg Up Coming; Likes These Stocks
12:20 PM - Spotlight: C4K Commission for Kids Launch
12:30 PM - Lunch
1:30 PM - Multi Strat Panel
Speakers:
- Michael Beaton | Polar Asset Management Partners
- Christophe Khaw | 1798 Alternatives, Lombard Odier Investment Managers
Moderated by:
- Ed McBride | Centiva Capital
- Amy Flikerski | CPP Investments
2:00 PM - Best Ideas
Speaker: Daniel Dreyfus | Bornite Capital Management LP
Bornite Capital’s Dan Dreyfus pitched an energy play as his top idea, calling it the biggest winner he has presented in his six consecutive years at the conference.
He views nuclear as the backbone of the data center energy transition and expects the stock to generate far higher free cash flow than the Street currently models. With a power super cycle driven by AI, he sees a path to a 20 times multiple and a multiyear rerating and 3X+ return.
Full details are in linked coverage.
- See: Bornite Capital’s Dan Dreyfus This Nuclear Energy Power Play Can 3x From Here
2:20 PM - Best Ideas
Speaker: Jeffrey Smith | Starboard Value LP
Starboard Value’s Jeff Smith presented ideas in three stocks, each with activist playbooks to unlock value.
He focused on margin expansion at one,, monetization of valuable assets at the second, and a strategic pivot away from construction at the third company which has an asset which provides an embedded catalyst. Smith emphasized operational improvements and sum of the parts undervaluation across the basket.
Full details are in the linked coverage.
- See: Starboard Value’s Jeff Smith Pitches These Three Stocks
2:40 PM - Best Ideas
Speaker: David Picton | Picton Investments
Picton Investments CIO David Picton focused on a housing company, highlighting how declining affordability and a broken mortgage process favor tech enabled market leaders.
He sees rising origination volumes, stable to slightly lower home prices, and embedded AI capability driving sustained share gains. He compared the company’s ecosystem to category leaders like Amazon and Intuit and believes Street earnings estimates are far too low.
Full details are linked in the coverage.
- See: Picton’s David Picton Says This Stock Will Benefit From Decreasing Home Ownership
3:00 PM - Thought Leadership
Speaker: Josh Goldstein | Verition
Moderator: Sandy Poiré | CN Investment Division
3:30 PM - Break
4:00 PM - Venture Capital Panel
Speakers:
- Mike McCauley | Garage Capital
- Chris Olsen | Drive Capital
Moderator: Michael Hyatt | Hyatt Family Office
4:30 PM - Private Credit Panel
Speakers:
- Adam Vigna | Sagard
- Stuart Waugh | Northleaf Capital Partners
Moderator: Lori Hall-Kimm | HOOPP
5:00 PM - Thought Leadership
Speaker: Mario Giannini | Hamilton Lane Advisors, L.L.C.
Hamilton Lane CEO Mario Lucio Giannini highlighted that AI will define the next decade of economic growth and that private equity will remain the top performing asset class.
He expects inflation and rates to stay structurally higher, which strengthens the case for private credit and infrastructure investments. He said geopolitical volatility and unpredictable US leadership are challenges investors must learn to manage rather than avoid.
More information can be found in the linked content.
- See: Hamilton Lane’s Mario Lucio Giannini – AI & PE To Define The Next Decade
5:30 PM - Closing Remarks
5:35 PM - Networking Reception
Agenda: Thursday, October 23
7:30 AM - Venue Opens / Breakfast
8:00 AM - Capital Introduction Meetings
10:00 AM - Doors Open / Informal Networking
10:30 AM - Welcome Remarks
10:40 AM - Thought Leadership
Speaker: The Right Honourable Stephen J. Harper | 22nd Prime Minister of Canada
Moderator: Bert Clark | Investment Management Corporation of Ontario
Former Prime Minister Stephen Harper warned that the United States faces a possible sovereign debt crisis within five years, while urging Canada to diversify economically.
He described a shift toward zero sum global competition and stressed the urgency for countries to build economic leverage while reducing over reliance on any single trading partner.
See more information in the linked content.
- See: Stephen Harper – US Sovereign Debt Crisis Possible WIthin 5 Years
11:10 AM - Thought Leadership
Speaker: Jesse Cohn | Elliott Investment Management L.P.
Elliott’s Jesse Cohn referenced two stocks as examples of how activism drives value creation through restructuring and improved governance.
He emphasized that active ownership, rather than passive acceptance, is essential for healthy public markets and capitalism. The firm continues to pursue opportunities where strategic clarity can unlock significant value.
More details can be read in the linked coverage.
- See: Elliott’s Jesse Cohn – Financial Markets Vital To Capitalism: Two Case Studies
11:30 AM - Real Estate Panel
Speakers:
- Sonny Kalsi | BGO
- Janice Lin | Blackstone
- Adrian Rocca | Fitzrovia
Moderator: Tim Samis | CIBC
12:00 PM - Best Ideas
Speaker: Jeffrey Olin | Vision Capital Corporation
Vision Capital CEO Jeff Olin pitched a real estate security, which he said trades at a deep discount to net asset value despite backing from a major global operator.
He expects accelerating demand for digital infrastructure combined with power scarcity to continue driving strong pricing across the data center ecosystem, creating a favorable backdrop for revaluation.
Readers can find more on this linked.
- See: Vision’s Jeff Olin – This Security At A 60% Discount To NAV Will Profit Off Data Center Boom
12:20 PM - Spotlight: Investing in C4K
12:30 PM - Allocator Lunch (Round Room by invitation only)
12:30 PM - Lunch
1:55 PM - iConnections Announcement
2:00 PM - Thought Leadership
Speaker: General David H. Petraeus (US Army, Ret.) | KKR
Moderated by: Amber Kanwar | In the Money with Amber Kanwar
General David Petraeus said the future of warfare and geopolitical competition is defined by unmanned systems, AI, and quantum supremacy, with major implications for defense and infrastructure investment.
He reinforced the strategic need for the United States and allies to maintain technological superiority and highlighted KKR’s focus on national security innovation.
More in-depth coverage can be found linked.
- See: KKR’s General David Petraeus – US Must Win AI & Quantum Races; These Defense Stocks Could Win
2:30 PM - Best Ideas
Speaker: Greg Dean | Langdon Equity Partners
Langdon Equity Partners founder Greg Dean presented an Austrian company, describing its premium airline and event catering model as an emerging global compounder.
He highlighted strategic wins in the United States including Delta Air Lines and strong founder ownership driving attractive long term alignment.
See the full details in the linked coverage.
- See: Langdon’s Greg Dean – Long This Austrian Compounder
2:50 PM - Best Ideas
Speaker: Matt Lipton | Wellington Management Company LLP
Wellington’s Matt Lipton pitched a payments stock, arguing that negative sentiment has created an attractive entry point in a structurally growing global payments market.
He pointed to Cash App engagement, merchant services momentum, and operational focus on profitability as drivers that are underappreciated by both investors and analysts.
More details can be found in the links.
- See: Wellington’s Matt Lipton – This Strong Payments Stock Will Benefit From Macro Trends
3:10 PM - Best Ideas
Speaker: Anna Nikolayevsky | Axel Capital Management
Axel Capital’s Anna Nikolayevsky described a broad rearmament cycle spanning the United States, Europe, the Middle East, and Asia with multi-year growth in missile, drone, and aerospace systems.
She noted that stockpiles remain depleted and backlogs are expanding rapidly, creating opportunities for select defense contractors exposed to tactical systems and national security programs. Certain companies will benefit from these trends.
Find out more in the linked coverage.
- See: Axel Capital’s Anna Nikolayevsky On Defense Supercycle Stocks
3:30 PM - Digital Assets Panel
Speakers:
- Steve Kurz | Galaxy
- Robert Mitchnick | BlackRock
Moderated by: Amber Kanwar | In the Money with Amber Kanwar
4:00 PM - Closing Remarks
4:05 PM - Closing Reception
See the full PDF of our coverage of the 2025 Capitalize For Kids Investors Conference below.
