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25+ Industry Leaders Including:
May 10th & May 11th, 2016 Sheraton Centre Toronto
Director, Product Management & Analysis,
RBC Global Asset Management (US) Inc.
Managing Director and Head of Canada,
Vanguard Investments Canada Inc.
Sun Life Global Investments
President, Manulife Investments,
Vice President & Director,
TD Asset Management
Managing Director and Head of Sales and
11. How can entrepreneurs/companies or
investors find out more about Pinnacle’s offerings?
If entrepreneurs or companies are looking to raise
capital, they can contact one of the authors at the e-mail
or phone number listed below. We would be pleased
to take your call to see if there are opportunities to help
entrepreneurs or companies raise capital.
Investors who are looking to invest in the
private markets can contact a Pinnacle dealing
representative who would be more than pleased
to discuss an investor’s needs and recommend a
12. Is there any additional information that may be
worthwhile for investors to know?
For investors looking to invest in the private
markets for the first time, or those who are looking for
alternative investments to the public markets, make
sure you discuss any investment with a registered
dealing representative who understands the product
and can determine if it is suitable for you.
Often, dealers such as Pinnacle have investor
presentations in various cities where investors are
invited to learn more about the dealer, the private
markets and certain issuers who may be presenting
their investment opportunity at such an event.
These are excellent opportunities to meet the
owner/operators of these private businesses and learn
first-hand about a business and a possible investment
opportunity. Make sure to ask a lot of questions and
read the offering documents of the company so you
understand the investment. Like all investments,
investors must understand that there is a risk that they
could lose their money so investors should pay careful
attention to the risk factors in addition to the ways they
can make money. Investors should make sure they
speak with their dealing representative before making
any private market investment decision.
For more information contact:
firstname.lastname@example.org | 1.403.589.9609
email@example.com | 1.780.974.7828
1. A copy of the CPP Fund’s 2015 Annual Report
can be found at: http://www.cppib.com/en/