Wednesday, November 2, 2022
Thursday, November 3, 2022
8:00 AM - 9:00 AM | Networking Breakfast
8:00 AM - 3:30 PM | Registration
9:00 AM - 9:45 AM | Keynote: Short & Long Term Disruptions to Residential Real Estate
This keynote presentation will address the short and long term 3+ disruptions to the Canadian residential housing sector. The discussion will explore how potential scenarios in globalization, digitization, demographics and debt could impact the economy, credit markets and by extension single family and multi-unit residential sectors
Speaker: Ted Tsiakopoulos, Senior Economist, Canada Mortgage and Housing Corporation
9:45 AM - 10:45 AM | Multifamily Market Analysis – Where to House Your Investments?
Multifamily investments set new records in the past year, and demand remains high. As this industry continues to grow, what trends are emerging? With changing migration patterns, what areas are investors bullish on, and where are the potential roadblocks? Industry experts offer their insight on key market trends and opportunities.
Moderator: Anna Michaelidis, Director-at-Large, Toronto Regional Real Estate Board
Jamie Shipley, Specialist – Outreach & Project Development, Canada Mortgage & Housing Corporation (CMHC)
Hooman Tabesh, Chief Executive Officer, AIliance REIT
Duncan Smith, Vice President, Investments, The Daniels Corporation
10:45 AM - 11:15 AM | Networking Break
11:15 AM - 11:45 AM | Spotlight Session: Listed Infrastructure Equities; The Cure for Stagflation
This session will discuss why the inherent characteristics of infrastructure (inflation protection, detached from the economic cycle) are the place to be looking to invest today given the backdrop. Infrastructure in a listed form gives you all of the benefits of the asset class, with better theme diversification at a much better price than you will find in direct.
Speaker: Jim Lydotes, Head of Equity Income and Deputy Chief Investment Officer, Equity, Newton
11:45 AM - 12:45 PM | Case Studies: Innovations in Infrastructure and Real Estate
Industry experts will discuss case studies and offer anecdotal examples of innovations in infrastructure and real estate.
Jim Clayton, Timothy R. Price Chair and Director of the Brookfield Centre in Real Estate & Infrastructure in the Schulich School of Business, York University
Fred Robert, Senior Principal - Infrastructure Investments, IMCO
Veronica Maggisano, Vice President, Development, Oxford Properties Group
Sherry Larjani, President, Spotlight Development Inc.
James Weil, Investment Officer, Infrastructure & Private Debt, CN Investment Division
12:45 PM - 1:45 PM | Networking Lunch
1:45 PM - 2:15 PM | Spotlight Session: Infrastructure Debt: Increasingly Attractive Relative Value in Turbulent Markets
Due to the strong appetite for infrastructure assets by institutional equity investors globally, there has been a compression of returns resulting from this growing demand and the current level of “dry powder”. The recent pace of inflation and rising rates will impact investment returns for equity assets. This dynamic has created an environment where high-yield infrastructure debt returns are comparable to equity returns, with less risk. Similarly, with the threat of a weak macroeconomic environment ahead, infrastructure debt should continue to outperform leveraged loans and high-yield bonds. Alex Waller, Head of Infrastructure Debt at PATRIZIA, will share our views on this growing dynamic.
Speaker: Alex Waller, Head of Infrastructure Debt, PATRIZIA
2:15 PM - 3:15 PM | Earth, Wind and Fire: Sustainable Infrastructure and the Need for a Climate Stress Tested Portfolio
Investors recognize that sustainability and climate resilience are now a necessity for infrastructure, but are they factoring the transition risks impact on these assets? As infrastructure becomes greener and more resilient against climate volatility, investors are looking for ways to allocate assets so their portfolios do the same. This panel will explore the best approaches for incorporating climate risks into asset valuations and maximizing returns on sustainable investments.
Moderator: Mike Heale, Head Business Development, CEM Benchmarking
Kathryn Bakos, Director, Climate Finance and Science, Intact Centre on Climate Adaptation, University of Waterloo
Manpreet Juneja, Economist, Global Infrastructure Hub
Andrew Cogan, Managing Director, Head of Infrastructure Investments, Fengate Asset Management
Brent Gilmour, Chief Commercial Officer, Canada Green Building Council
3:15 PM - 3:45 PM | Keynote: Energizing your Investments – Can Natural Resources and Renewable Energy Power Up Your Portfolio?
The energy sector is vital to the global economy, and more than ever there is now a diverse range of options, so where are the vital opportunities for the highest dividends? Oil, gas, or renewable energy? And how can you utilize utility stocks to diversify your portfolio? This keynote will examine the challenges and rewards of investing in an evolving environment.
Speaker: Jeremy van Loon, Director of Sustainability, Parkland Corp.
3:45 PM - | Close of Conference
1:00 PM - 4:45 PM | Registration
1:30 PM - 2:15 PM | Opening Keynote - The Little Family Business that Could: A Perspective on Supply Chain and Infrastructure
In this opening keynote, Kleo Landucci will offer her unique perspective, as the CEO & President of CrescentView Investments and Shareholder & Board Member of Ashcroft Terminal, on supply chain disruption, building up critical infrastructure, the importance of finding strategic partnerships, and more!
Speaker: Kleo Landucci, CEO & President, CrescentView Investments Ltd.
2:15 PM - 2:45 PM | Spotlight Session: Two Sides of the Coin – Opportunities vs Headwinds for investors in Canadian and U.S. Real Estate
The long-term outlook for residential markets is positive and continues to garner attention regardless of rising interest rates. There continues to be tremendous opportunities in key regions across North America for real estate development despite labour shortages and supply chain issues.
Speaker: Vikram Rajagopalan, Executive Managing Director, Global Head of Capital Raising, Trez Capital
2:45 PM - 3:15 PM | Networking Break
3:15 PM - 4:15 PM | Industrial Real Estate Forecast: Challenges and Opportunities
The industrial real estate industry continues to experience unprecedented growth, due to increased e-commerce spending and inventory expansion. The adaptive reuse of property and modernization of industrial spaces are predicted to drive more growth, but what other trends will impact investments? What properties offer the best opportunities, and how is the industry adapting as demand outpaces supply?
Moderator: Sherry Larjani, President, Spotlight Development Inc.
Koblavi Fiagbedzi, Portfolio Manager and Head of Real Assets, CBC Pension Fund
Russell Olivson, Portfolio Manager, Teachers' Retirement Allowances Fund
Daniel Marchand, Managing Director, Capital Raising and IR, BentallGreenOak
Michael Le Coche, Director, Strategy and Research, Fiera Real Estate
4:15 PM - 5:15 PM | Net Lease and Sale-Leaseback - Trends in Financing Strategies
The net lease sector proved to be a stable investment in a volatile year, but what challenges could threaten this stability? Should investors consider sale-leaseback financing as interest rates increase? And what impact are cap rates making on this market? This panel will analyze current financing strategies and trends, as well as the impact rising interest rates and cap rates are having on this market.
Moderator: Scott Thompson, VP & Global Events Director, ALM Media
Sergio Elport, Vice President, Investments, NorthWest Healthcare Properties REIT
Wendy Martin-Vickerman, Vice President, Leasing, SmartCentres REIT