The 8th 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.
KEYNOTE SPEAKERS
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Robert Cultraro, Chief Investment Officer, Hydro One Inc. Robert is a seasoned executive with a proven track record as the Chief Investment Officer at Hydro One Inc. With over three decades of comprehensive experience in the investment industry, he excels in strategic decision-making, leading investment teams, and managing diverse portfolios with a keen focus on strategic and tactical asset mix management. His expertise spans alternative investment research, analysis, and
advising, coupled with adept governance and risk management skills. Throughout
his career, Robert has demonstrated exceptional leadership, collaborating
effectively with boards and committees to drive success in challenging
environments.
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SPEAKERS
Nancy Bertrand Managing Director Citi Private Bank
John Ewing Chief Investment Officer Ewing Morris & Co
Caroline Rauhala Portfolio Manager, Mortgage Investments AIMCo
Jim Geoghegan Deputy Head of Investments Prime Quadrant
Venelina Arduini Co-Leader, Alternative Investments Canada Mercer
Chris Kerlow Senior Portfolio Manager, Investment Advisor Canaccord Genuity Wealth Management Canada
Joseph Bakish Portfolio Manager, Investment Advisor Richardson Wealth
Karl Nour Senior Wealth Advisor - Portfolio Manager Nour Private Wealth
Garnet Anderson Head of Portfolio Management Tacita Capital
Jeff Pollock Chief Executive Officer, Portfolio Manager Schneider & Pollock Wealth Management
Brandon Francis CFA, Vice President of Investment Management & Residential Lead Quadreal
Aazar Zafar Senior Director, Investment Risk OP Trust
Catherine Ann Marshall Principal, Investment Consultant RealAlts: Real Asset ESG Consulting
Jason Parker Vice President, Portfolio Manager IA Private Wealth
Ranjan Bhaduri Founder & Chief Executive Officer Bodhi Research Group
Joseph Abramson Co-Chief Investment Officer Northland Wealth Management
Eliza Bailey Co-Founder, CEO & CIO Belay Investment Group
GOLD SPONSORS
SPONSORS
NETWORKING SPONSORS
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Key Discussion Topics
State of the Industry – Macroeconomic Factors Impacting Your Bottom Line
The Markets Group 8th
Annual Real Estate Canada Forum will commence with an economic outlook
addressing the leading global real estate markets
Navigating the Currents:
Assessing Canada's Real Estate Landscape
As interest rate
adjustments and economic fluctuations continue to shape the Canadian real
estate market, stakeholders across the industry face pressing questions and
considerations. Join our distinguished panel of experts as they delve into the
multifaceted dynamics influencing real estate trends and investment strategies
The Orbit Around Debt
What type of distressed
assets are performing favorably? What kind of loan structures would you
recommend incorporating into your investment strategy? Which structures would
you actively avoid? Are you approaching debt differently in different real
estate asset classes? As many portfolios today revolve around debt strategies,
how do you foresee the orbit around debt evolving in the coming 12-24 months?
The Residential Ripple
Effect
Canadian residential real estate markets are expected
to grow more than 10 billion USD in the next five years. What trends are
emerging in the residential sector? How is sustainability playing a role in the
residential sector? Which regions of Canada are seeing inflows versus outflows?
How do you expect this to change as we look ahead to 2025? How are office,
storage, and hospitality being affected by shifts in residential markets? How
are investors approaching affordable housing?
Niche Real Estate Strategies to Invest In (or Divest
From)
How are niche real estate strategies performing in
2024? Are they pulling ahead of more traditional real estate strategies? Where
are you finding success in sectors like life sciences, student housing,
selfstorage facilities, data centers, film & television production studios,
senior housing, manufactured housing, and medical office buildings? How does
the Canadian niche real estate supply and demand compare to other geographic
markets? What in the next phase of these strategies look like for real estate
investors?
Best in Class Risk
How are Canadian real
estate investors evaluating the risk of their real estate strategies within
their investment portfolios? Are there any new due diligence methods that your
team is utilizing to ensure appropriate lengths are taken? As you look ahead to
the next 12-24 months, are you favoring opportunistic and value add strategies,
or is your team in favor of allocating to core and core plus strategies? Do
different geographic markets change your approach to risk?
Dissecting Multifamily
Housing
Is the hype surrounding
multifamily warranted? What kind of returns are you seeing in the space? Will
interest rates impact the trends that you are seeing in the multifamily sector?
How can managers set themselves apart from other players? Which regions of
Canada are seeing more interest in multifamily? Which technological
advancements are contributing to your investment decisions? What is the next
wave of technology in multifamily?
The Industrial Complex
Industrial real estate
continues to impress investors nationally. What can allocators do to maximize
their exposure to industrial? What advice would you have for newcomers in the
space? What economic factors are driving the industrial industry? How is the
industry changing? What technological advancements are emerging in industrial
properties? How is cold storage performing? What other sub-asset classes are
top of mind for investors interested in the industrial real estate
market?
A Closer Look at Private
Wealth
Private wealth
allocators have become critical changemakers in the real estate industry. What
kind of investment strategies are wealth managers and family offices favoring
in 2024? How has the private wealth landscape changed in the last year? How do
you foresee the industry moving as we look ahead to 2025? What tax advantages
are on the table for private wealth allocators? What does the risk appetite
look like for the private wealth community?
Best in Class Real
Estate Development
In this dynamic keynote discussion, a Pension Fund CIO is joined by real estate development partners to share top tier real estate development successes as well as their critical perspectives on the future of real estate development opportunities in Canada.
PRICING
| Early Bird | 2,500 USD | 01/26/24 |
| Event Registration - Managers & Service Providers | 3,000 USD | 06/12/24 |
VENUE
Vantage Venues
150 King Street West
27th Floor
Toronto, Ontario
Canada M5H 1J9
CLICK TO VISIT VENUE WEBSITE
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