Private Markets, Protected: An Investor Session
The best private market opportunities rarely reach the general public — and for qualified investors, the real question isn't just access. It's how a position is held, how gains are realized, and how the resulting wealth moves through a corporation and an estate once the investment performs.
Join Jeff Chiu, President of ConnectR Capital and Exempt Market Dealer, and Carl Brodie, CFP®, Chief Financial Planner at Stone Owl Family Office, for an afternoon session bringing together a curated group of issuers alongside the estate and tax strategy that protects what those investments create.
What Will Be Covered
A curated look at current private fund and exempt market opportunities, presented directly by the issuers
What sophisticated investors should evaluate before committing capital
Tax and estate considerations when a private investment creates significant wealth
How corporate-owned insurance complements — rather than replaces — a strong investment position
Featured Issuers
Clifton Blake — Mortgage Income Fund Trust
Clifton Blake is an integrated real estate asset management and private equity firm active in lending, development, and property operations in Toronto for more than two decades. The Clifton Blake Mortgage Income Fund Trust invites qualified investors to participate in a pool of short-duration, primarily first-position mortgages across the GTA and Southern Ontario. Since inception in 2015, the Fund has paid every redemption in full and on schedule — no gate, no cap, no suspension — and its income may qualify as active business income for corporate investors.
Lankin Investments — Real Estate Investment Solutions
Lankin Investments is a Canadian real estate investment firm managing over $2 billion in institutional-grade multi-family assets across 79 properties, with 15+ years of experience and 4,000+ Canadian investors. Lankin's platform includes the Lankin Apartment REIT and Lankin Real Estate Growth LP, offering investors access to monthly and quarterly cash distributions.
UraCore Energy — U.S. Uranium Exploration
UraCore Energy is an exploration-stage uranium company advancing a flagship land position in Utah's Paradox Basin alongside an early-stage asset in Wyoming, with a 2026 work program building toward a maiden resource estimate and a planned TSX Venture Exchange listing.
LongTermGevity — Therapeutic Innovation
LongTermGevity is developing novel therapeutics for chronic pain. Our lead asset is a topical cream to treat pain, entering phase 1 human trials in 2027. Further detail on our pipeline and investment terms is available directly through the company.
PRISM Diversified — Decarbonized Steel & Critical Metals
PRISM Diversified is an Alberta resource and technology company developing the Clear Hills polymetallic ironstone deposit. The project spans 7,260 hectares of mineral leases and carries an NI 43-101 Indicated resource of 149 million tonnes of iron and roughly 904,000 tonnes of vanadium pentoxide. PRISM has raised over $30 million and is advancing a 2026 pilot and Preliminary Economic Assessment.
Grandvale Capital — Private Credit + Select Growth Capital
Grandvale Capital Partners is launching a CAD $5.0 million private capital platform, with a CAD $3.0 million initial close, that combines two return engines. Approximately 60% is allocated to commercial private credit underwritten on cash flow, collateral and exit before funding. The remaining 40% goes to structured, milestone-funded growth investments in established businesses at a scaling inflection point, beginning with a U.S. franchise platform under evaluation.
Next Edge Capital – Robert Anton, President and Founding Partner
Next Edge Capital is an investment fund manager and a leader in the structuring and distribution of alternative, private credit, tax driven, and value-added investment vehicles in Canada. The firm is led by an experienced management team that has launched numerous investment solutions for over 25 years and is currently managing over $950MM in AUM. A discussion on tax driven resource flow-through investing (CMP Next Edge Flow Through LP) and opportunities in Private Lending investments (Next Edge Private Debt Fund) will be had.
Speakers
Jeff Chiu · President, ConnectR Capital
Jeff Chiu is President of ConnectR Capital and an Exempt Market Dealer. He opens and closes today's session, bringing together the issuers he works with to present, and offering his perspective on how private fund opportunities fit within a diversified portfolio.
Carl Brodie, CFP® · Chief Financial Planner, Stone Owl Family Office
Carl Brodie advises high-net-worth clients on corporate-owned insurance structures, working at the intersection of investment strategy and long-term wealth protection. Closing today's session, Carl will speak to how insurance and estate structuring fit around a portfolio of concentrated or private-market positions — not as a backup plan, but as a core part of how wealth is held and transferred.
Event Details
📅 Tuesday, September 29, 2026
🕥 2:00 PM – 4:30 PM
📍 The AMP Space Inc. (115 Apple Creek Blvd, Markham)
🍽️ Venue and catering generously sponsored by our presenting issuers
🍶 Sake tasting on-site, courtesy of our tasting sponsor
About the Hosts
ConnectR Capital
ConnectR Capital is a specialized private markets firm focused on alternative investment opportunities. Led by President Jeff Chiu, the firm works across private-market investments and registered-eligible exempt-market products.
Stone Owl Family Office
Stone Owl specializes in tax-efficient wealth structures for business owners and investors. Working alongside a client's accountant, lawyers, and financial planners, Stone Owl integrates corporate-owned insurance into a complete wealth plan — so nothing falls through the cracks between advisors.
stoneowlfo.com