Wednesday, November 2, 2022
1:00 PM - 1:00 PM | Registration Opens
1:30 PM - 2:00 PM | Opening Keynote Address
Speaker: Kleo Landucci, CEO & President, CrescentView Investments Ltd.
2:00 PM - 2:30 PM | Spotlight Session 1
2:30 PM - 3:00 PM | Spotlight Session 2
3:00 PM - 3:00 PM | Networking Break
3:30 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?
Koblavi Fiagbedzi, Portfolio Manager and Head of Real Assets, CBC Pension Fund
4:15 PM - 4:45 PM | Spotlight Session 3
4:45 PM - 5:30 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.
Sonya Donovan, Director of Real Estate, University of Guelph
5:30 PM - 6:30 PM | Networking Reception
6:30 PM - 9:00 PM | VIP Dinner
Thursday, November 3, 2022
8:00 AM - 9:00 AM | Registration/Networking Breakfast
9:00 AM - 9:30 AM | Keynote: The Effect of Shifting Demographics on Real Estate - Outlook for 2023
What global and economic factors are driving demographic changes, and what do these statistical changes mean for real estate valuation? This keynote will explore the shifts in demographics that are redefining real estate investments.
Speaker: Ted Tsiakopoulos, Senior Economist, Canada Mortgage and Housing Corporation
9:30 AM - 10:00 AM | Spotlight Session 4
10:00 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.
Jamie Shipley, Specialist – Outreach & Project Development, Canada Mortgage & Housing Corporation (CMHC)
10:45 AM - 11:15 AM | Networking Break
11:15 AM - 11:45 AM | Spotlight Session 5
11:45 AM - 12:15 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
12:15 PM - 12:45 PM | Spotlight Session 6
12:45 PM - 1:45 PM | Networking Lunch
1:45 PM - 2:15 PM | Spotlight Session 7
2:15 PM - 3:00 PM | How to Leverage Infrastructure Debt for a Resilient, Diversified Portfolio
Infrastructure debt can provide attractive and resilient returns for a diversified portfolio. Debt funds are lending on newer sectors such as energy and digital assets, as well as traditional infrastructure. This panel will examine the key sectors ripe for debt investments.
James Weil, Investment Officer, Infrastructure & Private Debt, CN Investment Division (CNID)
Mary Chang, Interim Director Private Markets for Teachers Pension Plan of Newfoundland & Labrador
3:00 PM - 3:45 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.
Kathryn Bakos, Director, Climate Finance and Science, Intact Centre on Climate Adaptation, University of Waterloo
3:45 PM - 4:30 PM | International Infrastructure – Pipeline to Profit or Problems? The Risks and Rewards of International Investments
With the rise of globalization, largescale projects now are blurring borders and banks. The income from post-development government projects can be enticing, but how should that be calculated against the perils of construction shutdown and foreign exchange volatility? As investing becomes more global, how should investors weigh the risk versus reward?
Gavin Ingram, Co-Head Private Markets Group, Managing Director & Global Head of Infrastructure, OPTrust
Michael Smerdon, GM Infrastructure Portfolio, Canada Post Pension Plan
4:30 PM - 5:00 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.