Conference Presentation, Fireside Chat, Interview
Conversation with Deborah Orida, President & CEO of PSP Investments | Global Dialogues Toronto 2026
- International investor participation is projected to ensure the success of the summit ecosystem and surrounding week, fostering a week-long discussion focused on future actions rather than a single-day event.
- PSP anticipates investing over $100 billion in Canada within the next few years, representing a 30 to 40 percent increase from current levels driven by private infrastructure opportunities and the inflation correlation of Canadian public equities.
- Last year's $10 billion investment in Canada, achieved through a mix of direct private investments and increased public equity allocations, has established momentum for this growth trajectory.
- The Canada Growth Fund, operating under a $15 billion mandate, plans to develop opportunities over the coming years by assuming risks that private capital cannot currently bear, including support for critical mineral processing.
- A first-of-a-kind small modular reactor is expected to be constructed near Toronto and Darlington, marking the first such facility in the G7 despite inherent development and construction risks.
- The summit will provide exposure to competitive advantage themes in energy, critical minerals, aerospace, defense, and frontier technology, facilitated by hundreds of bilateral meetings and over 80 events.
- Opportunities in the Arctic defense sector are anticipated through dual-use infrastructure for critical mineral extraction and military applications, contingent on specific return structures for concessional and private capital.
- Government tools such as offtake agreements guaranteeing minimum prices and availability payments are expected to enhance the investability of critical minerals and infrastructure projects.
- The Maple 8 partnership is expected to assist in navigating the Canadian regulatory framework and facilitating access to new projects.
- Excitement and interest from the summit are expected to transition into concrete collective investment actions within the coming weeks and months, extending beyond the immediate event.