Tuesday, July 7, 2026 Logistics Separator The Conduit, London
  • Hear from your peers. Real practitioners and senior leaders across the alts ecosystem share what's working, what's changing, and what's next.
  • Get closer to the roadmap. Direct access to Canoe's product and leadership teams. Ask the questions that matter most to your firm.
  • The room matters as much as the agenda. Sixty carefully selected private markets professionals, no filler, no noise, just the right people.

Register now

  • Hear from your peers. Real practitioners and senior leaders across the alts ecosystem share what's working, what's changing, and what's next.
  • Get closer to the roadmap. Direct access to Canoe's product and leadership teams. Ask the questions that matter most to your firm.
  • The room matters as much as the agenda. Sixty carefully selected private markets professionals, no filler, no noise, just the right people.
53days : 05hours : 27minutes : 16seconds Countdown Timer Separator until 2026 Canoe Compass Client Summit

Agenda

CHARTING THE ALTS COURSE

The Conduit London

Tuesday, July 7, 2026

Canoe Compass Agenda
8:45 AM Breakfast
9:30 AM Canoe Vision | Jason Eiswerth, CEO, Canoe Intelligence
10:00 AM Product Roadmap
  • Zack Helgeson
    Head of Product, Canoe Intelligence
10:45 AM Break
11:10 AM Panel | The Operations Playbook — How Canoe Transforms the Way We Work
  • Karen Sands
    Chief Operating Officer, Federated Hermes
  • Jan-Philipp Wiencke
    Head of Investment Office Operations - HPC
12:00 PM Lunch + Networking
1:30 PM Introduction to the 2nd Half of the Day
1:40 PM Around the Table: Charting the Alts Course Together
2:40 PM Success Story: Converting Data to Portfolio Insights
3:15 PM Break
3:30 PM Panel | Emerging Trends in Private Markets
  • David McDonough
    Managing Director - Fund Finance, Ardian
  • Charlotte Cruickshank
    Global Head of Fund Onboarding & Solutions, Ocorian
  • Giles Travers
    Head of Platform Management, LGT Capital Partners
4:20 PM Partner Insights
4:40 PM Closing Remarks
4:50 PM Networking Drinks & BBQ

Speakers

Compass Text Background
Canoe Compass Speaker 1

Jason Eiswerth

CEO

Jason Eiswerth has 20+ years of senior management experience, incubating companies like Nima Capital and TheMarkets.com, and advising early- and middle-market firms.

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Canoe Compass Speaker 2

Zack Helgeson

Head of Product

Zack Helgeson is a CAIA holder specializing in financial data, analytics platforms, and product strategy, with deep expertise in building data-driven solutions for institutional investors.

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Canoe Compass Speaker 3

David McDonough

Finance Managing Director | Fund Finance Secondaries & Primaries

David is a Managing Director in Ardian’s Fund Finance team, with 12 years of experience at the firm.

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NAVIGATING WHAT'S NEXT, TOGETHER

What You’ll Learn

Canoe's direction of travel

Canoe's direction
of travel

Hear directly from Canoe's leadership on the roadmap, the partnership vision, and what's coming next for clients.

AI in the back office, today

AI in the back
office, today

Cut through the hype and get a clear picture of where intelligent automation is already delivering — and how to act on it today.

From data to portfolio intelligence

From data to portfolio
intelligence

Explore how leading firms are moving beyond document extraction to unlock real visibility across their portfolios.

Where are you on the ops curve?

Where are you on
the ops curve?

An honest, peer-led conversation about what's been solved, what's still broken, and what others wish they'd done differently.

Macro forces, operational impact

Macro forces,

operational impact

Understand the pressures coming from LPs, investment teams, and the broader private markets environment — and how ops leaders are responding.

Your team in five years

Your team in
five years

A candid discussion on how roles are evolving, what skills will matter most, and how to build and retain the teams that will carry you forward.

Location

The Conduit
London

Location Badge 6 Langley Street, London

The Conduit London blends inspiring spaces, exceptional dining, and engaging events, creating a vibrant hub for collaboration and connection.

Register
Canoe Compass Location

Frequently Asked Questions

Who is the event for?

Canoe Compass London is an invite-only event for senior private markets professionals, operational and finance leaders from Canoe's client community and a select group of invited guests. If you've received an invitation, this day was built for you.

How much does it cost?

There is no cost to attend — this is a complimentary event for Canoe clients and invited guests. If you are a partner and wish to participate, please contact [email protected]

What’s included in my registration?

Your registration includes full access to all sessions, panels, and roundtables throughout the day, as well as breakfast, lunch, and evening networking drinks and BBQ.

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Optimise Every Step of
Alts Management

Buyers Guide - Alts Data Management Solutions

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5 Trends Reshaping How Institutions Invest in Private Markets

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