Blended & Sustainable Finance | Workshop
Ottawa, Canada • September 16–17, 2026

Empowering Capital.
Mobilizing Investment.
Shaping the Future of Blended Finance.

Ready to lead? Ready to collaborate? This workshop is designed to change how professionals operate across rapidly evolving blended and sustainable finance environments — building the clarity, confidence and strategic capabilities needed to help move initiatives from concept to committed capital. Uniquely integrating live sessions with on-demand learning for a powerful transformational experience shaped by decades of real-world blended and structured finance practice.

Location

Hosted at 700 Sussex Drive in the heart of Canada’s capital, steps from Parliament Hill and the ByWard Market in downtown Ottawa. Executive training centre and evening networking reception at the Metropolitan Brasserie.

Participation Options

Flexible 3-part workshop experience

Join the full integrated workshop series or participate in individual sessions — aligned with your strategic focus.

Foundations (Day 1)
Workshop (Day 2)
Canada Capital Mobilization (Day 3)

Next Step

Questions?

Interested in discussing this workshop opportunity? Reach out directly to us to have a personal conversation.

Please Contact Us
Patrick Brean
Patrick Brean
Managing Director
+1.613.852.2503

Who Should Join

  • Development agencies and DFIs
  • Impact investors and fund managers
  • Institutional investors and advisors
  • Not-for-profits, NGOs and foundations
  • Professionals across blended and sustainable finance

Pricing

Full 3-Day Integrated Workshop: $2,900

Individual Day Pricing

Foundations (Day 1): $999
Core Workshop (Day 2): $2,200
Canada Capital Mobilization (Day 3): $999

All prices include access to both the in-person live event as well as the Crystalus flagship on-demand course which covers all fundamentals in blended and sustainable finance, consistently rated 5 stars and used in over 50 countries. Plus applicable taxes.

Why This Matters Now

A new era of capital mobilization is reshaping blended and sustainable finance. Are you ready?

Global capital flows are being rapidly reshaped by climate priorities, sustainability agendas, geopolitical shifts, changing development funder priorities and growing pressure to mobilize investment differently. Governments, DFIs, foundations, institutional investors, impact funds and other finance actors are increasingly being challenged to move from ambition to execution — while trillion-dollar financing gaps persist.

Financing mechanisms like blended and structured financing techniques are some of the most critical and effective tools to mobilize private capital at scale alongside broader policy, regulatory and financial innovation. The question is no longer whether these approaches matter, but how organizations and professionals combine clarity, strategic understanding, collaboration and practical skills necessary to deliver solutions that work.

This Workshop Is Designed For You

Built for professionals seeking to lead, collaborate and mobilize capital more effectively

This workshop is designed to change how professionals and organizations operate across increasingly sophisticated financing environments — empowering participants with the strategic insight, collaborative capabilities and practical confidence needed to lead and advance blended and sustainable finance initiatives from concept to committed capital.

Through practical, practitioner-led discussion and real-world frameworks, participants will gain clearer insight into how modern blended finance initiatives are structured, communicated and advanced from concept toward execution — while building strategic understanding across the broader movement of global capital.

Learning Objectives

What participants will gain from the workshop

Designed around real-world practitioner engagement rather than traditional classroom learning, this workshop immerses participants in evolving blended and sustainable finance ecosystems through expert dialogue, current deal structures, interactive discussion and strategic capital mobilization perspectives from globally experienced practitioners.

Participants will be empowered with practical capabilities and strategic insight into structured finance solutions for development while building the clarity, confidence and collaborative communication skills needed to engage effectively across increasingly sophisticated financing environments — helping move ideas from concept to committed capital.

  • Strengthen your ability to influence, position and confidently advance meaningful financing initiatives across public and private sector stakeholders
  • Hone your strategic clarity, collaboration and communication capabilities critical to moving ideas from concept to committed capital
  • Handle critical-to-funders concepts with ease such as concessionality, floor and ceiling hurdle rates, risk allocation, additionality and sophisticated blended capital structures
  • Understand how to build concrete pathways for greater institutional capital inclusion within this critical asset class
  • Benefit from powerful interactive dialogue with experts and peers on pressing in-market challenges, deal structures and real-world capital mobilization perspectives
  • Contextualize evolving blended finance ecosystems to better understand how initiatives can be positioned domestically and internationally for mobilization and impact
  • Build collaborative framing and engagement approaches that position financing initiatives more strategically and constructively
Integrated Sessions

Three live sessions are available over three days. Each session is designed to stand on its own, allowing participants to join the full experience or select the sessions most relevant to their role, background and priorities.

Day 1
Preparation Session
A preparation session for participants newer to finance, blended finance or institutional capital — and for those seeking stronger grounding, practical Q&A or clearer context before the flagship workshop.
Day 2
Capital Mobilization in Practice
Flagship Practitioner Workshop
The core workshop experience — an intensive practitioner session on the forces reshaping blended and sustainable finance, including institutional capital, MDB risk transfer, securitization, integrated development/trade/investment pathways, and the practical challenge of moving promising ideas from concept to committed capital.
This is the main event for participants ready to engage deeply with structure, strategy, collaboration and real-world execution.
Day 3
Mobilizing Private Capital for Canadian Priorities
Focused on capital mobilization at home and abroad, including Canadian priorities, institutional capital, impact investment, trade corridors and catalytic finance pathways.
Who Should Attend

Built for today’s blended and sustainable finance leaders

The workshop brings together professionals from across the blended and sustainable finance ecosystem seeking to operate more effectively, collaboratively and strategically across increasingly sophisticated financing environments.

  • Practitioners and senior leaders looking to deepen their understanding of blended and sustainable finance
  • Professionals from development agencies, NGOs, foundations, DFIs, impact funds and institutional investors
  • Lawyers, accountants, ESG specialists and advisors supporting sustainable finance initiatives
  • Professionals seeking to strengthen their ability to navigate and communicate complex financing approaches
Combined Learning Experience

An integrated practitioner learning experience extending before, during and after the live workshop.

Combining the live workshop with Crystalus’ globally accessed on-demand course creates a uniquely powerful transformational learning experience — allowing participants to build foundational fluency before the workshop, engage more deeply in live practitioner dialogue, and continue strengthening strategic and operational capabilities long after the sessions conclude. The integrated experience combines real-world practitioner interaction with flexible on-demand learning designed to help participants better understand, structure, position and advance blended and sustainable finance initiatives in increasingly sophisticated capital mobilization environments.

Live Workshop Outline

Participants choose from one or all live sessions over the three-day period. Each session is designed to change how professionals operate across blended and sustainable finance environments.

Day 1

Preparation Session

Day 1 offers a discussion-based preparation session with direct access to Crystalus practitioners before the flagship workshop begins.

This session welcomes participants in the sustainable impact space who are asking hard, practical questions: Why is capital so difficult to mobilize? How do development finance ecosystem players think and operate? How can I discuss and advance financing opportunities with greater confidence? What core financial concepts do I need to master to engage, communicate and advance meaningful initiatives credibly?

The session creates space to sharpen strategic ideas, connect sustainable and catalytic finance concepts to participants’ real-world initiatives, and review fundamental finance concepts and structures as needed.

Participants who want a complete primer in the field are encouraged to take the full three-hour on-demand course in advance, included with registration, where key concepts are explained thoroughly in an accessible and engaging way.

Morning Session
11:00 AM – 1:00 PM
Strategic Orientation & Ecosystem Discussion
  • Challenges and opportunities in mobilizing capital for ideas with clear impact potential
  • How development finance ecosystem players think, operate and make decisions
  • How mandates, incentives and institutional constraints shape what funders and investors can support
  • Participants’ impact financing ideas, challenges, strategic questions and emerging insights
Afternoon Session
2:00 PM – 5:00 PM
Financial Foundations, Structures & Practical Q&A
  • Highlight how a small set of core financial products and tools — including grants, technical assistance, loans, equity, guarantees, insurance and other instruments such as derivatives — underpin blended and catalytic finance structures.
  • Common structuring concepts, including capital stacks, funding continuums, first-loss positions and risk-sharing arrangements
  • Key terms such as concessionality, additionality, risk, return and impact metrics — including why they matter and how they are understood by funders and investors
  • Informal Q&A on financial terminology, structured finance concepts, transaction design and participant-specific questions
Day 2

Capital Mobilization in Practice

Empowering Capital. Mobilizing Investment. Shaping the Future of Blended Finance.

Day 2 is the flagship session — a high-energy practitioner experience designed to illuminate, inspire and empower leaders working at the frontier of blended and sustainable finance.

This day helps participants harness the major forces now reshaping capital mobilization: shifting global capital flows, the critical importance of institutional investment, the rise of integrated development, trade and investment strategies — including what this means for Canada — and the practical challenge of moving promising ideas from concept to committed capital.

The session brings these themes together in a coherent and integrated way. Participants engage with current market realities, emerging structures, expert perspectives, peer insights and practical tools to sharpen how they lead, collaborate and operate across rapidly evolving capital environments.

Morning Session
10:00 AM – 12:00 PM
The New Capital Frontier
1. Global Capital Flows Are Being Reshaped
  • ODA budgets are under pressure, concessional capital is becoming more contested, agencies are changing, and major development actors are being pushed to mobilize private capital at greater scale.
  • Funders, managers and project proponents are operating in an environment where capital scarcity, strategic priorities and execution demands are all intensifying.
  • Practitioners need to understand not only the instruments, but the capital movement patterns now shaping the field.
2. Institutional Capital: Cracking the Scale Challenge
  • Institutional capital — including pension funds, insurers and other large pools of long-term capital — remains one of the most important and difficult sources of scale for blended and sustainable finance.
  • Unlocking institutional participation requires credible investment pathways: appropriate risk profiles, sufficient scale, predictable cash flows, tenor alignment, diversified exposure, liquidity potential, governance discipline and clear risk-return alignment.
  • New approaches — including MDB risk transfer, securitization and portfolio-based structures — are opening new channels for institutional investor participation.
IN-DEPTH EXERCISE: Demystifying MDB Risk Transfer and Securitization

Participants unpack a high-profile real-world example of institutional capital mobilization at scale, using the IDB Invest synthetic risk transfer / securitization structure as a practical case study.

  • Demystify how the structure works, who participates, what risks are transferred and why the transaction matters.
  • Explore how MDB loan assets, portfolio approaches and credit enhancement can create pathways for institutional capital participation.
  • Draw lessons for how similar capital mobilization pathways could be built over time in other development, climate and emerging market contexts.
3. From Transactions to Investment Pathways
  • The future of blended finance increasingly depends on building investable platforms, portfolios and ecosystems — not just isolated projects.
  • Practitioners need to think about how assets are originated, aggregated, structured, de-risked and matured over time to support deeper institutional participation.
  • The session explores how ecosystem-building can help create the conditions for repeatable, scalable and investable opportunities.
IN-DEPTH EXERCISE: Pathways to Investment

Participants use a proprietary pathway-mapping tool to explore how institutional capital participation can be built over time — including the practical steps needed to move from individual transactions toward investable platforms and portfolios.

Readout: Institutional Capital Pathways
  • A short readout draws together what it takes to move from donor-backed concepts and individual transactions toward scalable investment platforms that can attract institutional capital over time.
  • How risk transfer, credit enhancement, aggregation and diversification can help create more investable opportunities.
  • Why liquidity, tenor, track record, governance and investment-grade characteristics matter for institutional participation.
  • What emerging examples reveal about the future of blended finance as a bridge to deeper pools of capital.
Afternoon Session
1:00 PM – 4:00 PM
From Alignment to Committed Capital

The afternoon session shifts from market changes and institutional capital challenges to the practical work of building momentum: aligning partners, addressing barriers, strengthening the proposition and improving the path from concept to committed capital.

4. Integrated Development, Trade and Investment Corridors
  • Development, trade and investment priorities are becoming more closely connected as countries seek new growth markets, strategic partnerships and resilient supply chains.
  • Blended finance can help connect public-purpose objectives with private-sector capabilities, local market development and long-term investment pathways.
  • This theme highlights what integrated development, trade and investment corridors mean in practice for governments, DFIs, fund managers, foundations, not-for-profits and private-sector partners.
5. Getting to Yes: Why Promising Ideas Stall
  • Many blended finance concepts stall not because the underlying idea is weak, but because the structure, positioning, partners or sequencing are missing key elements — or because early red flags undermine confidence.
  • Participants examine a dozen common barriers that prevent capital from moving, including risk allocation, mandate alignment, pipeline credibility, governance, investor confidence, unclear routes to scale and other execution challenges.
  • The session highlights key success factors for building momentum, including sharper strategic framing, clearer additionality, stronger metrics, credible concessionality justification, stronger partner alignment and a more convincing path from concept to committed capital.
IN-DEPTH EXERCISE: Conversion Readiness Assessment Tool

Participants work with a practical Crystalus diagnostic tool to assess and strengthen the conversion readiness of a blended finance initiative.

  • Identify red flags, gaps and barriers that can slow or stop capital mobilization.
  • Explore how stronger positioning, sequencing, evidence and structure can improve funder and investor engagement.
  • Apply practical readiness questions to sharpen the path from concept to committed capital.
From Insight to Application
  • A facilitated integration session connecting the day’s major themes to participants’ own work, organizations and capital mobilization challenges.
  • Participants reflect on where their own initiatives sit within the evolving capital mobilization landscape.
  • The discussion connects institutional capital pathways, integrated corridors and conversion readiness into one practical operating perspective.
  • The session supports peer exchange, applied discussion and preparation for the expert panel.
IN-DEPTH EXERCISE: Applying the Capital Mobilization Lens
  • Participants use the day’s core frameworks to identify where an initiative, structure or institutional strategy may need stronger alignment, clearer positioning or deeper collaboration to build momentum.
Participant Toolkit
Participant Toolkit
  • Participants receive practical resources to illuminate and extend the day’s session, including selected placemats, diagnostic tools, spreadsheet tools, infographics and digital resources.
  • Tools may support self-assessment, structure visualization, investor confidence analysis and capital mobilization planning.
  • Materials are designed to help participants apply the day’s insights after the workshop.
Expert Panel
4:30 PM – 6:00 PM
Inside the Capital Mobilization Frontier

A moderated conversation with senior practitioners on what they are seeing now across blended and sustainable finance markets.

  • Where capital is moving — and what funders, investors and public institutions are looking for now.
  • How expectations are changing around scale, mobilization, risk-sharing, additionality and measurable outcomes.
  • What it will take to mobilize capital at much greater scale in the next generation of blended finance.
  • Speakers: TBD.
Closing and Wrap-Up
6:00 PM – 6:15 PM
Shaping the Next Generation of Blended Finance
  • The day concludes by drawing together the major insights, tools and strategic takeaways from the flagship session.
  • A short readout captures the most important insights from the day’s discussions, exercises and expert panel.
  • The closing reinforces the pathways toward institutional capital, integrated development/trade/investment strategies and improved conversion readiness.
  • Participants leave informed, energized and better equipped to help move initiatives from concept to committed capital.
Networking Reception
6:15 PM onward
Networking Reception

Participants are invited to continue the conversation informally over a networking reception and cocktails at a nearby Ottawa venue.

Day 3

Mobilizing Private Capital at Scale for Canadian Priorities — At Home and Abroad

Canada is entering new capital mobilization realities — one where trade, financing and investment flows must be more closely integrated to advance national priorities, diversify growth markets, de-risk strategic opportunities and mobilize private capital at greater scale.

Day 3 brings this agenda into practical focus — building dialogue, surfacing critical insights and identifying opportunities to strengthen development, trade and investment corridors abroad while unlocking capital for infrastructure, climate resilience and other major priorities at home.

Afternoon Session
12:00 PM – 3:00 PM
Where Capital Can Move — and What It Will Take
  • Where private and institutional capital can realistically enter Canadian priority agendas
  • What makes infrastructure, resilience, housing and public-purpose investment opportunities investable
  • How catalytic capital can reduce friction, share risk and unlock participation
  • Where impact investors, pension funds, insurers, banks and public actors can align
  • How Canadian trade, development and investment priorities can connect to growth markets abroad
Fireside Conversation
3:00 PM – 3:45 PM
An Insider’s View on Mobilizing Capital at Home and Abroad
  • A senior industry perspective on what it takes to align public priorities, private capital and institutional investment around credible opportunities.
Co-Creation Labs
4:00 PM – 5:00 PM
From Priority to Investment
Lab 1 — Domestic Capital Mobilization
  • Identify where capital could move around infrastructure, climate resilience, housing, community investment or other public-purpose needs.
  • Surface the key barriers, catalytic tools, partnerships or policy shifts needed to move opportunities toward investment readiness.
Lab 2 — International Growth Corridors
  • Identify where development, trade and investment priorities can align around real market opportunities.
  • Surface the catalytic capital, risk-sharing tools, partnerships or platforms needed to move from strategy to transactions.
Closing Session
5:00 PM – 5:30 PM
Key Themes, Strategic Takeaways & Forward-Looking Reflections
  • Brief read-outs from the two co-creation labs, highlighting key ideas, barriers and practical opportunities
  • Shared takeaways on advancing credible public/private funding pathways at home and abroad
Networking Reception
5:30 PM onward
Informal Networking at the Metropolitan Brasserie

An informal opportunity for participants, speakers and invited guests to continue the conversation and build relationships following the workshop.

Included with Registration – Full On-Demand Course

The Complete Course in Blended and Sustainable Finance 2026 (On-Demand)

★★★★★ Consistent five star ratings worldwide | 50+ countries
Included On-Demand Course Topics
  • Foundations of blended and sustainable finance, ESG integration and capital mobilization
  • Core financial building blocks underlying blended finance structures including debt, equity, guarantees, insurance, grants and other financial instruments including derivatives and hedging approaches
  • Key global finance actors including DFIs, development agencies, institutional investors, commercial banks and impact funds
  • Real-world blended finance structures, capital stacks and concessional financing approaches
  • Mobilization, leverage, additionality and why private capital often remains on the sidelines
  • Scaling initiatives from early-stage concepts toward bankability and institutional participation
  • Practical structuring tools including waterfalls, hurdle rates, risk allocation, fiduciary considerations and collaborative strategies for moving initiatives toward committed capital.
Learn From Global Practitioners

Experienced leaders across blended and sustainable finance

Deborah Brean

Deborah Brean

Deborah is a globally recognized expert in blended finance, sustainable finance and risk management, with decades of senior-level experience across international finance, structured finance and capital mobilization. Prior to joining Crystalus, she held senior leadership positions with major global institutions including Export Development Canada, International Finance Corporation and Green Municipal Fund. Deborah has led and advised on billions of dollars in structured financing transactions worldwide and brings deep expertise in blended finance structures, risk mitigation, innovative financial instruments and catalytic capital solutions supporting sustainable development and climate priorities.

Patrick Brean

Patrick Brean

Patrick has advised globally on more than $10 billion in blended and sustainable finance initiatives for clients including Global Affairs Canada, Export Development Canada, Asian Development Bank, World Bank, Gates Foundation, Green Municipal Fund, Sarona Asset Management, Women’s World Banking and Federation of Canadian Municipalities. Prior to establishing Crystalus, he held senior management positions in both the public and private sectors, including at Export Development Canada in treasury, capital markets and structured finance. He is regularly engaged as a speaker, advisor and workshop facilitator on blended finance, sustainable finance and capital mobilization.

Expert speaker

Dr. Michael Chen

Expert speaker

Sarah Thompson

About Crystalus

Crystalus is a blended finance and sustainable finance advisory firm specializing in public-private capital mobilization, climate finance, impact investing, ESG integration, innovative finance, fund structuring and capacity building.

Crystalus advises governments, development finance institutions, impact investors, fund managers, not-for-profits and private-sector partners on the strategic and operational dimensions of blended and sustainable finance. The firm has advised on more than $10 billion in blended and sustainable finance initiatives and delivers practitioner-led workshops and learning programs supporting participants across more than 50 countries.

Crystalus’ work focuses on helping clients better understand and navigate the complex interplay of public and private capital — moving ideas and projects from concept to committed capital.

Crystalus also contributes thought leadership and strategic insights across the blended and sustainable finance ecosystem through industry events, executive workshops, publications and global dialogue.

Executive Learning Environment

Where we will meet

Located in the heart of Canada’s capital and steps from Parliament Hill, the workshop is hosted in an executive learning environment designed to support high-level practitioner engagement, strategic dialogue and collaborative problem-solving across the blended finance ecosystem. Participants will benefit from professional learning spaces, breakout areas, networking lounges and modern presentation technology — creating an ideal setting for immersive discussion, collaboration and meaningful connection.

Modern Executive Environment • Collaborative Learning Spaces • Networking & Lounge Areas • Fully Accessible Venue
Parliament buildings near the workshop location Workshop facility photo 1 Workshop facility photo 2 Workshop facility photo 3
What People Are Saying

Transformational practitioner dialogue grounded in real-world execution.

★★★★★

“This workshop fundamentally changed how I think about positioning and advancing blended finance initiatives. Highly practical, strategic and grounded in real-world execution experience.”

★★★★★

“One of the few blended finance programs that genuinely bridges strategic understanding with practical mobilization realities. The practitioner dialogue and institutional capital perspectives were exceptional.”

Workshop Policies

Registration, Participation & Cancellation

Workshop Participation

Participants may register for the complete integrated workshop experience or select individual sessions aligned with their strategic interests and professional focus. Registration includes access to the live workshop environment, networking reception and Crystalus’ integrated on-demand blended and sustainable finance learning experience. Workshop structure, agenda elements, speakers and session content are subject to refinement and change by the hosts.

Cancellation & Transfer Policy

Cancellations received more than 21 days before the workshop are eligible for a full refund less administrative processing costs. Registrations may also be transferred to another participant within the same organization at no additional cost. Due to venue commitments and limited participation capacity, refunds are generally not available within 21 days of the workshop.

Registration

Ottawa Workshop Series

After submitting the form, participants will receive workshop timing details, registration confirmation information and payment links.

3-Part Workshop Registration

Workshop Selection
Full 3-Day Integrated Workshop
Individual Days or Selected Combination
Selected total $0

Crystalus will follow up with confirmation details and payment links.

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