Request your invite
- 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.
Is Canoe
Compass for You?
Canoe Compass welcomes senior professionals from across the private markets community; wealth managers, family offices, institutional investors, pensions, endowments, OCIOs, fund of funds, and capital allocators. If you allocate to alternatives and want to do it better, this day was built for you.
You belong in the room if your firm:
- Allocates to private equity, private credit, real assets, hedge funds, or other alternative investments and is managing a growing volume of fund relationships and the documents that come with them.
- Has an operations, finance, or investment team that needs greater transparency in private markets data to improve reporting, reduce risk, and make better investment decisions.
- Is looking to minimise operational risk and build the resilience to support a scaling alternatives program.
- Wants to grow in opening new opportunities, increasing allocations, or expanding into new strategies without the operational drag that typically comes with it.
Agenda
CHARTING THE ALTS COURSE
- Zack Helgeson
Head of Product, Canoe Intelligence
- Karen Sands
Chief Operating Officer, Federated Hermes - Jan-Philipp Wiencke
Head of Investment Office Operations - HPC
- 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
Speakers
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.
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.

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.

Karen Sands
Chief Operating Officer, Private Equity, Federated Hermes
Karen is responsible for ensuring a best-in-class organisational infrastructure for clients, investment teams, and business development activities.
NAVIGATING WHAT'S NEXT, TOGETHER
What You’ll Learn
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
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
Explore how leading firms are moving beyond document extraction to unlock real visibility across their portfolios.
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
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
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
The Conduit London blends inspiring spaces, exceptional dining, and engaging events, creating a vibrant hub for collaboration and connection.
Register
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.










