Lunch & Learned: Building an Investor Mindset

​Lunch & Learn: Building an Investor Mindset is a structured, small-group series designed for experienced professionals evaluating exposure to private markets and early-stage opportunities. It is particularly relevant for advisors to family-owned enterprises exploring patient capital strategies, as well as operators and executives seeking a disciplined framework before deploying capital.

​This is not a pitch event, demo day, or fundraising session. The in-person working lunch in Toronto establishes a practical capital allocation framework — how the venture model works in practice, how investors assess asymmetric risk and opportunity, and how capital is deployed at the pre-seed and seed stages. The session is intentionally discussion-driven and limited in size to allow for meaningful exchange, not presentations.

​Participants then continue with two live online sessions that deepen the framework, covering venture exits and return mechanics, portfolio construction and follow-on strategy, and early-stage valuation logic. Together, the three sessions form a coherent learning path — moving from understanding venture mechanics to evaluating outcomes and managing capital exposure over time.

​This series is designed for professionals who want more than surface-level commentary. It offers a structured, practical lens for approaching early-stage investing within a broader long-term capital strategy.