The 2025 Private Investment Market Forum & Workshop
FEBRUARY 24TH TO 28TH @ THE BANFF CENTRE
In collaboration with the Banff International Research Station (BIRS), Innovate Canmore is pleased to offer an intensive residential program in Banff, Alberta, Canada, for private corporations primarily operating in the global AI-CleanTech industry. The program aims to allow such corporations to develop a transformational pathway to successfully achieving the next funding round or strategic exit.
The five-day program will involve lectures by leading academics and practitioners, panel discussions of global private equity investors and successful tech company CEOs, and guest lectures from global thought leaders, either in person or virtually. Program participants will be provided with the opportunity to create a development roadmap to execute during the 90 days following program completion. Mentors will be provided to support participants in achieving their individual development goals detailed in the roadmaps created during the 5-day event.
Program topics include:
Private Equity Capital Markets and AI-CleanTech Industry Overview
High-impact strategic planning and identification of key performance metrics
Effective, leading-edge corporate governance and risk management practices
Developing high-performance leadership and organizational development skills
Creating a customized 90-day, post-event, corporate development roadmap
About: Innovate Canmore
Launched in Spring 2019 as a new, impactful economic development and diversification initiative, the Innovate Canmore Group is an integrated network of entities comprised of a Not-For-Profit corporation primarily delivering technology education programs and several For-Profit corporations primarily involved in commercializing new technology projects.
The Group is founded and governed by local boards of directors, which direct and collaborate with technology development and management teams with extensive professional backgrounds in education, computer and life sciences, AI and machine learning, technology product development, financial engineering, and the entrepreneurial venture cycle of startup, build-out, and exit.
About: Banff International Research Station For Mathematical Innovation and Discovery
BIRS was established in 2001 as the fulfillment of a remarkable effort led by the Pacific Institute of the Mathematical Sciences (PIMS) on the Canadian side and the Mathematical Sciences Research Institute (Berkeley, CA) on the American side, along with the help and participation of the Mathematics of Information Technology and Complex Systems Network of Centres of Excellence (MITACS).
"BIRS is to be a center for scientific interaction, a place where promising ideas develop, where lines of thought that appear unrelated converge. The sources of inspiration should come from many sorts of mathematics (Pure, Applied, Computational, and Conceptual) and different motivations (Intellectually driven or industrially motivated). People interested in similar problems will unite their potential and join their efforts to work on common research projects.
The Schedule:
Day 1 February 24: "Setting the Stage"
7:00-8:15 Breakfast
8:30-9:00 Program Welcome and Logistics
9:00-9:30 Introductory Video
9:30-10:00 Setting the Stage for the 5-Day Program
10:00-10:30 Participant Work Break
10:30-12:00 Investor Panel
12:00-13:00 Lunch
13:00-13:50 IP Expert Discussion
13:50-14:00 Short Bio Break
14:00-15:30 Founder/CEO Panel
15:30-16:00 Daily Debrief and Follow-Up Exercises
16:00-17:00 Participant Work Break
17:00-18:00 Dinner
Day 2 February 25: Hi-Impact Strategic Planning & Key Transformative EBITDA Drivers
7:00-8:15 Breakfast
8:30-8:50 Key Learnings from November 4 and an Overview of the Day
8:50-10:00 High Impact Strategic Planning Overview
10:00-10:40 Participant Work Break
10:40-12:15 High Impact Strategic Planning and Performance Metrics
12:15-13:15 Lunch
13:15-14:15 Investment Opportunities in AI-CleanTech
14:15-14:30 Short Bio Break
14:30-15:30 Development of Key Performance Metrics
15:30-16:00 Daily Debrief and Follow-Up Exercises
16:00-17:00 Participant Work Break 17:00-18:00 Dinner
Day 3 February 26: Governance and Risk Management
7:00-8:15 Breakfast
8:30-8:50 Key Learnings from November 5 and an Overview of the Day
8:50-10:00 Introduction to Corporate Governance
10:00-10:40 Participant Work Break
10:40-12:00 Private Equity Governance
12:00-13:00 Lunch
13:00-14:00 Risk Management Speaker
14:00-14:15 Short Bio Break
14:15-15:30 Risk Management Practices
15:30-16:00 Daily Debrief and Follow-Up Exercises
16:00-17:00 Participant Work Break
17:00-18:00 Dinner
Day 4 February 27: Culture and Organizational Development
7:00-8:15 Breakfast
8:30-8:50 Key Learnings from November 6 and an Overview of the Day
8:50-10:00 Introduction to Corporate Culture
10:00-10:40 Participant Work Break
10:40-12:00 Organizational Development Issues
12:00-13:00 Lunch
13:00-14:30 Mindfulness and Resilience
14:30-14:45 Short Bio Break
14:45-15:30 Organizational Development Practices
15:30-16:00 Daily Debrief and Follow-Up Exercises
16:00-17:00 Participant Work Break
17:00-18:00 Dinner
Day 5 February 28: Develop a 90-day Rapid Transformation Roadmap & Performance Index Model
7:00-8:15 Breakfast
8:30-8:50 Key Learnings from November 7 and an Overview of the Day
8:50-10:00 Developing Key Milestones and a Related Financing Plan
10:00-10:30 Participant Work Break 2
10:30-12:00 Becoming Investor Ready
12:00-13:00 Lunch
13:00-14:15 Exit Strategies & Legal Panel
14:15-14:30 Short Bio Break
14:30-15:30 Review of Key Development Objectives for Participants
15:30-16:00 Graduation Ceremony
Presenter Bios:
Our Sponsors:
