PHONE :

+1 807 767 4443

EMAIL :

connect@firstnationsinvestmentforum.ca

AT A GLANCE

PRELIMINARY PROGRAM SESSIONS

Nov 29– Dec 1, 2026 | The Ritz Carlton Toronto

OVERVIEW

SESSIONS

Indigenous Economic Leadership: Leadership in Major Project Partnerships

As Indigenous equity ownership continues to expand across Canada’s major projects, leadership has become one of the defining factors separating successful partnerships from missed opportunities. This keynote explores the vision, decision-making, governance, and long-term relationship building required to move beyond consultation toward meaningful ownership and participation in major projects.

Indigenous Economic Leadership: Building an Indigenous Economic Institution

Sustainable economic success is built on strong institutions. This keynote explores how Indigenous organizations can develop the governance, investment discipline, leadership, and organizational capacity required to build enduring economic institutions capable of managing capital, creating partnerships, and generating long-term prosperity across generations.

Case Study 1: Building Trust, Creating Opportunity

Every successful investment opportunity begins with a relationship. Using a real-world First Nation partnership, this session explores how an initial connection developed into trust, how alignment was built between the parties, and how that relationship created the conditions for a serious investment opportunity to emerge. Rather than focusing solely on the transaction itself, the discussion highlights the practical lessons that other Nations can apply when pursuing their own investment opportunities.

The Investment Playbook – Chapter 1: Building Deal Flow and Accessing Opportunities

Successful investment partnerships rarely begin with a transaction—they begin long before a deal reaches the market. This session takes delegates inside the early stages of the investment process, exploring how opportunities originate, how they move through professional and institutional networks, and what it takes for a First Nation to be introduced to the right opportunities. Drawing on the perspective of investment advisors and transaction professionals, the discussion will examine how Nations build relationships with the people who originate opportunities, evaluate potential investments, and connect investors, lenders, developers, and strategic partners. The session focuses on how to move from waiting for opportunities to becoming part of the trusted networks where deals are first discussed.

Discussion topics may include:

  • How investment opportunities originate and move through the market
  • The role of investment bankers, advisors, and professional networks
  • What makes an opportunity worth pursuing
  • How First Nations become trusted participants in investment networks
  • Building relationships that lead to quality investment opportunities
  • Common mistakes that prevent opportunities from progressing

The Investment Playbook – Chapter 2: Investor Readiness – What Partners Need to

Before investors, lenders, and strategic partners commit their time, reputation, or capital, they need confidence that a Nation can successfully evaluate, approve, execute, and manage an investment. This session provides an inside look at how sophisticated investment partners assess opportunities and what separates Nations that consistently receive opportunities from those that remain outside established investment networks. The discussion focuses on the characteristics that build investor confidence before a transaction ever begins.

Discussion topics may include:

  • What institutional investors look for in a First Nation partner
  • Governance and organizational readiness
  • Financial capacity and investment discipline
  • Decision-making processes and execution capability
  • Managing approvals and reducing investment risk
  • Building credibility with institutional investors and lenders

The Investment Playbook – Chapter 3: Executed Deals: Financing, Governance & the Discipline to Close

Getting to “yes” requires far more than a good investment opportunity. This session explores what it actually takes to close a transaction—from financing and governance to approvals, due diligence, negotiations, risk management, and execution. Using practical examples, panelists discuss the disciplines that transform investment opportunities into completed transactions.

Discussion topics may include:

  • Financing structures and capital planning
  • Governance and decision-making during transactions
  • Due diligence and risk management
  • Internal and external approvals
  • Managing timelines and transaction execution
  • Lessons from successfully completed deals

The Investment Playbook – Chapter 4: From First Deal to Repeat Partner

Completing a successful transaction is only the beginning. The most successful Nations become trusted long-term investment partners because they consistently demonstrate strong governance, disciplined decision-making, and the ability to execute. This session explores how Nations build the reputation, relationships, and institutional capacity that lead to repeat investment opportunities.

Discussion topics may include:

  • Building a trusted investment reputation• Governance practices that inspire long-term confidence
  • Maintaining relationships after transactions close
  • Growing institutional investment capacity
  • Lessons learned from successful partnerships
  • Becoming the partner that investors actively seek out

Case Study 2: Multi-Party Indigenous Equity Transactions

As Indigenous ownership continues to grow, transactions increasingly involve multiple Nations, governments, institutional investors, developers, lenders, and advisors working together toward a common objective. This case study explores how complex multi-party investment transactions are structured, negotiated, financed, and governed while balancing diverse interests and creating long-term value for all partners.

Major Project Spotlight: Northern Ontario Project

The discussion will explore how public policy, Indigenous leadership, infrastructure investment, private-sector participation, regulatory processes, and long-term economic objectives can be aligned to move a complex project forward. It will also examine the broader role that strategic infrastructure can play in unlocking investment, improving regional connectivity, supporting resource and community development, and creating durable economic opportunities for First Nations and Northern Ontario.

Market Intelligence: The New Canada Thesis

Canada is entering a new era of investment driven by major projects, energy transition, critical minerals, advanced manufacturing, infrastructure renewal, defence, and Indigenous ownership. This session explores the macroeconomic forces reshaping Canada’s investment landscape and examines why the coming decade may represent one of the country’s largest periods of capital deployment.

Market Intelligence: Strategic Risks & Opportunities

Investment success depends as much on understanding risk as identifying opportunity. This session examines the economic, political, regulatory, demographic, technological, and geopolitical trends that will shape Indigenous investment over the coming decade, helping Nations better position themselves for long-term success.

Market Intelligence: Capital Competition

Capital is increasingly competitive. Investors have more opportunities than ever before, making it essential for projects and partnerships to differentiate themselves. This session explores how institutional investors evaluate opportunities, where capital is flowing, what influences investment decisions, and how First Nations can position themselves to compete successfully for private and institutional investment.

Market Intelligence: The Future of Long-Term Ownership

As Indigenous capital continues to mature, First Nations are increasingly looking beyond individual projects toward diversified ownership portfolios that create wealth for future generations. This discussion explores the trends, opportunities, financing models, and ownership strategies shaping the next generation of Indigenous investment across Canada.

Discussion topics may include:

  • Building diversified long-term investment portfolios
  • National trends shaping Indigenous ownership
  • The emerging “Silver Wave” and business succession opportunities
  • Indigenous investment funds and financing models
  • Opportunities across established businesses, infrastructure, and emerging sectors
  • The evolving role of Indigenous financial institutions in supporting long-term ownership

*subject to change