10th Annual Real Estate Canada Forum

Abdur Nimeri is a highly respected leader in the financial services industry, known for his expertise in private and public market investments. With a career spanning over two decades, he has consistently delivered industry-leading standards of excellence and instilled a culture of innovation in his organizations. As the Chief Investment Officer at UMB Bank, Abdur propelled the success of multiple investment strategies and oversaw the management of over $16 billion in wealth management investment strategies. Prior to this, he held key positions at Northern Trust Corporation, where he provided direction for the design of quantitative global portfolios and executed above-market performance across various strategies. Abdur's extensive experience also includes senior roles at Fannie Mae and Kronos Investments.

Arthur Diochon has over a decade of experience in the investment industry across all asset classes. As BMO Family Office's Head of Alternative Research, he is responsible for providing insight, support and research on the alternative asset class. These responsibilities include alternative portfolio construction for UHNW clients and maintenance of the Firm’s recommended list and product shelf.

Brandon Perra is a Principal within Mercer Alternatives Real Estate Team. He joined Pavilion Advisory Group in 2018, which was acquired by Mercer later that year. Mr. Perra is responsible for leading Canadian Real Estate research and with assisting North American investors with their Real Estate portfolio needs. Mr. Perra is also responsible for supporting portfolio management and investment analysis on behalf of Mercer’s dedicated real estate solution within Mercer’s Private Investment Partners (“PIP”). Previously, Mr. Perra worked in the field consulting group where he was responsible for manager monitoring, performance reporting, manager searches and asset allocation projects. Brandon Perra is a CFA Charterholder.

Caroline is a Portfolio Manager on the Mortgage Investments team at the Alberta Investment Management Corporation (AIMCo). She is responsible for growing and managing AIMCo’s Canadian, U.S. and European mortgage portfolios, on behalf of AIMCo’s clients. Caroline has over a decade of experience in construction and commercial mortgage lending, portfolio risk management and private mortgage investments. She completed her Bachelor of Arts at Queen’s University and is a graduate of the MBA program at the Schulich School of Business.

As Head of Real Estate Portfolio Management at Ontario Teacher's Pension Plan, Citie Velazquez oversees a $30 billion+ global portfolio. She leads portfolio composition and capital allocation across multiple regions and asset classes. Citie also plays a critical role in investment performance, value creation, and developing real estate's long-term strategy. Citie is an award-winning professional with over 15 years of real estate experience. Her experience includes senior leadership finance positions at Dream, Cadillac Fairview and, most recently, Head of Real Estate Finance at OTPP.

Donald is a seasoned capital market professional with deep expertise in credit, investments and risk management. His work experience would include time at TD Bank, S&P Global Ratings, OMERS and CDIC. Aside from the Presbyterian Church, Donald is involved with family offices where he leads board governance and helps to optimize investment portfolio performance, business strategy and enterprise risk management. Donald is a CFA Charterholder and he completed his MBA at Queen’s University and BSc (biochemistry) at the University of Toronto.

Jamie Manley joined QuadReal in August 2018. As Executive Vice President, Canadian Investments, he is responsible for investment-related activity across Canada. Jamie was formerly a portfolio manager at CPP Investment Board, where he was responsible for overseeing investments, strategy development and asset management for various aspects of its real estate portfolio in Canada and the United States. Previously, he held a position with Bentall Kennedy in the opportunity funds group. Jamie holds a Master of Science Degree from the London School of Economics and Political Science and a Bachelor Arts from Queen’s University.

Josh’s responsibilities include the construction and management of diversified investment portfolios and reviewing investment products for Westcourt’s clients. Josh is registered as a Portfolio Manager (Advising Representative) and a Dealing Representative. Prior to joining Westcourt, Josh was an executive at two of the country’s largest single-family offices, and a member of the Investment Committee. In this role, he was responsible for building the investment framework covering all major asset classes and geographies. Josh started his career working in public accounting for a major accounting firm, primarily focusing on audits of financial services clients. He has also held operational finance positions at various leading businesses. Josh earned a Bachelor of Business Administration (BBA) degree from the Schulich School of Business. He is a Chartered Financial Analyst (CFA) Charterholder, a Chartered Professional Accountant (CPA, CA), and holds the Certificate in Investment Performance Measurement (CIPM) from the CFA Institute. Josh is married with children and is an avid tennis player.

Julie McMillan is the head of Global Portfolio Management at Oxford Properties and a member of Oxford’s Investment Committee. Julie oversees investment strategy, capital recycling initiatives and portfolio analytics across a diverse global platform. With a decade of experience at Oxford, Julie has held multiple leadership roles spanning valuations, FP&A, Research and Investment Risk.  This cross-functional experience has uniquely positioned her to drive data-informed decisions and optimize capital allocation at the enterprise level.

Nancy joined Citi Private Bank in 2006 and has over 20 years of capital markets experience. She advises ultra high net-worth families, foundations and single family offices on wealth preservation and creation, with a particular focus on alternative and international investments. Previously, Nancy practiced U.S. securities law at the global law firm, Shearman & Sterling LLP specializing in cross-border corporate finance and mergers and acquisitions.

Nancy sits on the board of the Golf Association of Ontario. She is a Past President of the Toronto CFA Society and the former Chair of the Governance and Nominations Committee. She was a member of the CFA Institute's Capital Markets Policy Committee and a member of CFA Institute's Global Corporate Governance Task Force. She received her Chartered Financial Analyst designation in 2002.

Simon Segall is a Trustee of the General Synod Pension Plan where he’s a member of the Asset Mix Committee and ESG Subcommittee. Simon is also a member of the Investment Committee at The Atmospheric Fund. Simon has held senior management, business development and client service positions with Canadian and global asset management firms, including CEO of BNP Paribas Investment Partners Canada. He holds mathematics degrees from the University of Alberta and Stony Brook University.