The 6th Annual Real Estate Canada Forum is a local peer education-focused event exclusively for Canada’s investor community to benchmark and learn about institutional and private wealth real estate allocation strategies.
This closed door one-day forum will bring together public and corporate pension plans, endowments, foundations, insurance portfolios, healthcare plans, investment consultants, family offices, HNW wealth managers, and private banks.
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Advisory Board
Catherine Ann Marshall, Principal, RealAlts: Real Asset ESG Consulting
Jim Clayton, Director, Brookfield Centre in Real Estate and Infrastructure, Head of Investment Strategy, York University Endowment
Nancy Bertrand, Managing Director, Citi Private Bank
Irina Scarlete, Co-Founder and Chief Executive & Ethos Officer, AMNIe
KEYNOTE SPEAKERS
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Janice Lin, Managing Director, Head of Real Estate Canada, Blackstone Before joining Blackstone, Ms. Lin was the Chief Investment Officer for Revera, Inc., a global owner of differentiated retirement living operators with residences throughout Canada, the U.S. and U.K. Prior to Revera, Ms. Lin held senior investment roles with Canada Pension Plan Investment Board’s Real Estate and Private Equity groups. Ms. Lin received an MBA from Harvard Business School and Bachelor of Science in Economics from the Wharton School, University of Pennsylvania, graduating Cum Laude. Ms. Lin is on the board of HLMS Developments, the development arm for Houselink & Mainstay Community Housing, Toronto’s largest non-profit supportive housing provider.
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SPEAKERS
Sarah Esler Managing Director, Mortgage Investments Alberta Investment Management Corporation
Jack Bensimon Board Member Technion Canada
Nick Bakish Director, Wealth Management, Investment Advisor Bakish Wealth Management, Richardson GMP Limited
Philip Coté Director bFinance Canada
Jim Clayton Ph.D. Schulich School of Business York University
Nancy Bertrand Managing Director Citi Private Bank
Corrado Russo Managing Partner & Head of Global Securities Hazelview Investments
Alfredo Gutierrez President SparrowHawk
Jean-Pierre Berger President BlueSky Investment Counsel
Chris Barbier Senior Director-Investment Suite Yardi
Derek Billsman Director, Real Estate Management and Sustainability Healthcare of Ontario Pension Plan (HOOPP)
Joyce Chen Director, Investment Risk Research Investment Management Corporation of Ontario
Nasir Alamgir Head of Real Estate Debt Portfolio Management Barings
Eric Smith CEO and Managing Partner Locust Point Capital, INC.
Irina Scarlete Zabala Co-Founder and Chief Executive Officer AMNIe
Shaun Wilkes Investment Consultant Proteus Performance
Koblavi Fiagbedzi Portfolio Manager, Real Assets Canadian Broadcasting Corporation Pension Fund
Scott Kaplanis Partner Groundbreak Ventures
Sanjil Shah Managing Partner Alignvest Student Housing
Rachel Volynsly Chief Investment Officer Mercer Canada
Darcy Morris Co-Founder Ewing Morris Investment
Dale Powell Head of Investments Citi Private Bank
Brian Rosen President & CEO Colliers Canada Colliers International
Sangram Dhumal Director, Intelligent Automation Centre of Excellence Oxford Properties
SPONSORS
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Key Discussion Topics
KEY
TOPICS OF DISCUSSION:
Is
the Risk Worth the Reward?
As
Canadian Real Estate markets have continued to evolve over the last 18-24
months, investors are forced to reconsider their allocations in Value-Add and
Opportunistic as well as Core and Core Plus investments. Where a risky
Opportunistic investment may have seemed highly appealing, some allocators shift
focus to Core markets as a means of stabilizing their portfolios. In this
dynamic discussion, Real Estate experts share their thoughts on strategically
approaching different markets to find returns while hedging against risk.
The
Canadian Approach to Commercial
A
myriad of technological, geopolitical, and socioeconomic factors is redesigning
the Canadian Commercial Real Estate industry. What trends, conditions, and
potential risks do investors need to consider when approaching these lucrative
opportunities? What types of Commercial properties are seeing the most success?
Which are struggling? What are the expectations for Commercial in 2023?
Location,
Location, Location
For
populous urban centers such as Toronto, Montreal, and Vancouver, the fallout
from the global pandemic on both residential and commercial real estate has
been damaging. Apartments, restaurants, hotels, retailers, and office buildings
have struggled. Are cities rebounding, or are suburban areas experiencing more
growth? Our panelists will debate which sectors and geographic locations will
generate the most yield as we approach 2023.
Investing
Outside the Box
Allocators
are turning to niche investment strategies as they have outperformed
traditional core and core+ assets despite headwinds. Today, niche asset classes
are vital in diversifying real estate portfolios. These strategies include life
sciences, student housing, self-storage facilities, data centers, film studios,
senior housing, manufactured housing, medical office buildings, and much more.
What is driving investor appetite for niche investment strategies? Are current
yields and returns sustainable?
The
Future of Ecommerce and Industrial
The
wave of retail closures following the 2020 lockdown quickly led to the
explosion of ecommerce globally. Ecommerce, including warehousing,
distribution, and flexible storage, has outperformed commercial real estate.
Despite the increase in warehouse demand, the ease of growth is slowing. How
will ecommerce evolve in 2023? What do Canadian industrial markets look like
compared to other markets? Our panel will examine how developing smarter
buildings and digital transformation is the next phase of industrial.
Making Private
Real Estate Debt Work for Your Portfolio
With
low yields and high asset prices in this ambiguous market, our panelists will
discuss the value of investing in private real estate debt. This discussion
will cover loan structures to watch including mezzanine loans, subordinated
secured debt or B-notes, and CRE first mortgages. Our panelists will also
discuss the key considerations for investors looking to enter or expand their
presence in the space.
ESG,
SRI, and Impact Investing Through Real Estate
With
trillions of dollars shifting into sustainable financial investments,
allocators are now discovering just how lucrative their investments into ESG
and SRI can be. How are LPs and GPs making a difference and generating
profits? What is in store for the future of sustainable Real Estate investments
in Canada? How can you identify and avoid greenwashing? This panel of industry
experts will discuss how to best understand the relationship between corporate sustainability
practices and financial performance.
Automation
and Technology in Real Estate
Automation
and technology are altering nearly every aspect of the financial industry. How
is automation affecting Canadian Real Estate markets? How are firms leveraging
technology to improve firm, portfolio company, and limited partner relationship
management and transparency? What technology advancements are emerging in CRE
properties? How are managers using technology to protect their investments and
integrate front, middle, and back-office technology operations? What trends,
challenges, and threats will be at the forefront in 2023?
The
Canadian Approach to Residential
With
favorable mortgage rates, the Great Migration from urban centers, homeowners
benefitting from leverage, record low inventories, and baby boomers opting to
stay in their large family homes in lieu of downsizing to a condo, housing
markets are booming. How are our panelists approaching different facets of the
Canadian Residential Real Estate market? Where does affordable housing fit in
to your portfolio allocations? Economists optimistically suggest we may not be
facing a bubble or a crash, but they suggest proceeding cautiously in
potentially overvalued markets. This panel discussion will focus on maximizing
your exposure in Residential Real Estate.
Deep
Dive on Investment Due Diligence
As
allocations to real estate funds continue to increase, so does the level of
scrutiny managers incorporate into this process. How are GPs performing due
diligence? Have their due diligence processes changed in the last 12-24 months?
Considering direct investments cash flow quality, asset and liability quality,
working capital, systems, and personnel, GPs have financial projection analysis
and downside risk mitigation top of mind.
PRICING
| Early Bird I | 800 | 06/08/22 |
| Early Bird II | 1,100 | 07/06/22 |
| Pre-Event Registration I | 1,400 | 08/03/22 |
| Pre-Event Registration II | 1,700 | 09/07/22 |
| Event Registration | 2,000 | 10/06/22 |
VENUE
The Westin Harbour Castle
1 Harbour Square
Toronto, Ontario
Canada M5J 1A6
CLICK TO VISIT VENUE WEBSITE
CONTACT
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