53days:05hours:27minutes:16secondsuntil 2026 Canoe Compass Client Summit New York
What to expect
A Day Built For What’s Ahead.
The best direction forward is one we chart together. Canoe Compass brings together an intentional group - the sessions, the conversations, the people - all designed to help you navigate what's next in alts. Here's what we're building the day around.
AI in alternatives - what's working?
AI is changing how the industry operates. We'll bring together experiences, perspectives, and early wins from across the room - exploring where AI is genuinely elevating alts operations, and where the next wave of innovation is headed.
Scaling alts without scaling headcount
Discover how leading firms are using automation and smarter data workflows to scale without proportional headcount growth.
Innovation in alts reporting
Inconsistent GP reporting, unstructured documents, manual re-keying - the data quality problem runs from back office to front office. Slower decisions, incomplete portfolio views, investment teams working around gaps. This conversation maps it honestly, traces where standards are emerging, and asks what cleaner data unlocks for the people making the calls.
Peer conversations, not presentations
Roundtables, fireside conversations, and dedicated networking sessions replace the standard conference format. The day ends with an evening on the 27th floor - sweeping views of the city, good food and time to continue the conversations in a more relaxed setting. Details to follow.
THE ROOM
100 People.
Canoe Compass is invitation-only. The audience is Canoe’s client base — CIOs, COOs, Directors of Investment Operations, Portfolio Managers, and Technology Officers from across the alternatives ecosystem.
The conversations that shape this industry don't happen on stage. They happen in the room. Canoe Compass NYC brings together 100 senior leaders from the firms driving alts forward for a day of honest peer exchange you won't find anywhere else.
100
External attendees — clients and late-stage prospects
$11T+
AUA represented across the Canoe client base
1M+
Documents Canoe processes every month
44K+
Funds in the Canoe master database
Speakers
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Brian Targosz Partnership Accounting Manager, Briar Hall LLC
Mike Jackson Executive Director, GCM Grosvenor
Christine Iannacone Head of Investment Performance Reporting and Analysis, Chief Investment Office, Prudential Financial
12:25 PMLunch & Networking at Eddie Lounge
1:30 PMProduct Showcase: 5 Kiosks
2:20 PMNetworking Break
2:40 PMRound Table: AI is changing what 'operations' means in private markets, but what should never change?
3:30 PMDelta Spotlight
3:50 PMClosing Remarks
4:00 PMReception at Eddie Lounge & Rooftop Terrace
sponsorship
Partner with Canoe Compass
Canoe Compass is intentionally limited in the number of sponsorships available. We partner with a select group of firms whose offerings genuinely complement our clients' work — and we keep it that way. Sponsoring Compass puts your brand in the room with this audience, not across a booth, but at the table.
Four sponsorship tiers available
Opportunities are limited per event and reviewed on a first-come basis. Spots at previous Compass events have sold out ahead of announcement.
Interested in sponsoring?
Sponsorship enquiries are reviewed on a first-come basis. Reach out to discuss available opportunities.
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Buyers Guide - Alts Data Management Solutions
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5 Trends Reshaping How Institutions Invest in Private Markets
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