The 4th Annual Canada Institutional Real Estate Investor Forum is a local peer to peer educational meeting exclusively for Canada’s investor community to benchmark and learn about institutional real estate allocation strategies.
The forum’s agenda was developed through extensive local travel and feedback from the institutional real estate investor community. This forum is designed to bring together more than 150 attendees including more than 100 executive directors, chief investment officers, senior finance and investment staff, general counsels and trustees representing institutional asset owners including public and corporate pension plans, endowments, foundations, insurance portfolios, private wealth managers, family offices, healthcare plans and investment consultants.
In a closed door environment the forum provides a platform for peer to peer knowledge exchange for the local institutional investor community. Our content is constantly updated to reflect the latest in investments, plan management and fiduciary responsibilities.
Nick Macrae Senior Portfolio Manager - Real Estate Healthcare of Ontario Pension Plan HOOPP
Mark Klym Director, Real Estate Investments OP Trust
Sarah Esler Portfolio Manager - Mortgages Alberta Investment Management Corporation
Frederic Muller Director Oxford Properties Group (OMERS)
Terri Troy Former Chief Executive officer & Chief Investment Officer Halifax Regional Municipality Pension Plan
Arthur Salzer Chief Executive Officer & Chief Investment Officer Northland Wealth Management
Dale Powell Director, Investments Citi Private Bank
Kathleen Pabla Vice President and Director of Research Segal Rogerscasey
Nick Bakish Director, Wealth Management, Investment Advisor Bakish Wealth Management, Richardson GMP Limited
Vladimir Bobko Senior Investment Consultant Aon Hewitt
Philip Coté Director Pavilion Alternatives Group
Catherine Ann Marshall Investment Consultant & Strategist RealAlts
Jesse Kaufman Vice President, Portfolio Manager Richardson GMP
Jeremy Rosmarin Principal & Managing Director Prime Quadrant, LP
Kash Pashootan Chief Executive Officer & Chief Investment Officer First Avenue Investment Counsel
Ralph Rosenberg Member, Head of Real Estate KKR
Susan Fulford Chief Legacy Officer & Founder Dynamic Legacy Inc.
Rob Tetrault Head of Tetrault Wealth Advisory Group at Canaccord Genuity Wealth Management Tetrault Wealth Advisory Group
2019-2020 Institutional Real Estate Strategy Overview
Assessing risk and return potential with real estate fundamentals that are still strong six years into anexpansionary cycle.
Selecting Outperforming Submarkets
Evaluating local economies on a submarket level, versus a macro-level.
Capitalizing on a Crowded Core Market
Finding investment opportunities in light of solid growth and a foreign buyer glut.
Public vs. Private
Leveraging the liquidity benefits of REITs and the benefits of a largely core-focused security.
Examining the role of core, value-add and opportunistic in your international portfolio.
Fundamental Factors in GP Selection
Understanding how investors currently source and screen managers for real estate vehicles.
|Sponsorship is only available upon invitation and Markets Group reserves the right to refuse sponsorship from any organization or individual deemed by Markets Group to be incompatible with the event. Markets Group forum sessions are closed to all media/press and video/audio recording is explicitly prohibited within the venue.|
Head of Real Estate Production
& Investor Relations
Program Manager / Investor Relations