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Institutional Investor Engagement Project: Final Report
PDF Version
(369 KB, 49 pages)
Submitted to Industry Canada
by
International Financial Consulting
November 27, 2006
Table of Contents
1. Executive Summary
2. Introduction
3. Situational Context
4. Summary of Reports 1 and 2
5. Report of Desired Outcomes
6. Conclusions and Going Forward Strategy
Annex 1: Discussion Guide For Case Studies
Annex 3: Survey of Canadian Institutional Investors
Annex 4: Seminar Outline
2. Introduction
3. Situational Context
4. Summary of Reports 1 and 2
5. Report of Desired Outcomes
- 5.1 Desired Outcome 1: A strategy for engaging Canadian institutional investors in PE as a new asset class
- 5.2 Desired Outcome 2: Identification of 3 to 5 new institutional investor prospects
- 5.3 Desired Outcome 3: Demonstrable progress in having established productive working relationships with relevant institutional investor groups or associations
- 5.4 Desired Outcome 4: Better understanding of how U.S. institutional investors with assets of less than $5 billion have overcome hurdles to participation in the PE asset class
6. Conclusions and Going Forward Strategy
Annex 1: Discussion Guide For Case Studies
Annex 3: Survey of Canadian Institutional Investors
Annex 4: Seminar Outline
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