Join us at OREIO on February 11th 2026!
Inside the Bay Street Playbook: How the Top Pros Attract and Retain Accredited Investors
Raising capital from accredited investors is not about flashy decks or aggressive sales tactics, it’s about trust, structure, and disciplined execution. This session pulls back the curtain on how seasoned Bay Street professionals consistently attract and retain sophisticated capital in competitive markets.
Drawing on real-world experience from private equity, real estate, and family office environments, this presentation breaks down the proven frameworks used by top practitioners to move investors from first conversation to long-term partners. Attendees will learn what accredited investors actually look for, how credibility is established early, and why process and governance often matter more than headline returns.
The discussion will cover capital-raising strategy, investor psychology, positioning, communication cadence, and common mistakes that quietly erode confidence. Particular attention is paid to relationship durability, how top professionals manage expectations, navigate volatility, and maintain investor alignment over multiple cycles.
Designed for private equity real estate professionals, advisors, fund managers, and principals engaging accredited investors. This session delivers practical insights you can apply immediately, grounded in Bay Street realities, not theory, to raise capital with confidence, consistency, and long-term credibility.
Edmund Chien is a seasoned advisor and operator working at the intersection of Family Offices, private equity real estate, licensed wealth management, and advanced case life insurance planning.
His work focuses on helping ultra-high-net-worth families and Family Offices design durable governance structures, evaluate complex private market opportunities, and deploy capital with a multi-generational lens.
Edmund brings over a decade of senior private equity experience, having served as a Senior Partner and Director of Investor Relations of a private equity firm. He was also a licensed Bay Street Investment Advisor with BMO Nesbitt Burns and an estate focused Investment Advisor with Sun Life Financial.
His unique perspective is especially informed by working with families navigating scale, where issues of governance, credibility, and capital efficiency become as important as returns.
He is a trusted voice with both principals and next-generation leaders, Edmund speaks regularly on family office strategy, behavioural finance, investor relations, and private equity capital raising.
www.linkedin.com/in/edmundchien Instagram @edmund.chien
