Tuesday, October 24, 2023
11:00 AM - | Registration Opens
12:00 PM - 1:00 PM | Keynote Luncheon - Insights from an Industry Insider
Join us for the opening luncheon and keynote! Our expert keynote will offer their unique perspective on the market, and provide anecdotes and insights of their experience in the industry.
1:00 PM - 1:45 PM | Portfolio Performance: Real Estate vs The World
The uncertainty of inflation, interest rates, and cap rates have investors concerned about the future of real estate, but what about the current state of real estate in their portfolios? How is real estate performing against other assets? Which geographical regions are more attractive? Are private investments returning better than public? How are LPs and GPs rebalancing their portfolios to mitigate the uncertainty? This expert panel will discuss these questions, the current state of the industry, and provide insight on the allocation and rebalancing of real estate in portfolios.
Hooman Tabesh, Founder & CEO, Alliance REIT
Aaron Pittman, SVP, Head of Canadian Institutional Investments, Equiton
1:45 PM - 2:15 PM | Spotlight Session 1
2:15 PM - 3:00 PM | Outlook on Real Estate & Infrastructure Debt: Current Trends and Insights
Real estate and infrastructure debt remains an attractive investment, with stable income, risk-adjusted returns, and downside protection. As these debt markets continue to grow, where are the most opportunistic plays? How are investors factoring in the risks of lower property valuations and changing interest/currency rates? This panel will explore the current trends in these investments, and provide actionable insights on how to allocate debt into your portfolio.
Sarah Esler, Managing Director, Mortgage Investments, AIMCo
3:00 PM - 3:30 PM | Networking Break
3:30 PM - 4:00 PM | Spotlight Session 2
4:00 PM - 4:30 PM | Spotlight Session 3
4:30 PM - 5:15 PM | Sector Strategies: Challenges and Opportunities in the Niche and New
Multifamily properties remain one of the more solid investments, but many investors are also turning to niche sectors, such as life sciences, logistics centers, and student housing. What sectors are offering the best opportunities, and what areas are still facing challenges? Can office and retail properties make a comeback? With lower valuations and increased buyouts, should LPs and GPs turn to secondary markets for returns? How should investors allocate the “tried and true” assets with the niche and new? This session will discuss these questions, and explore the best strategies for sector allocation.
Kevin Henley, President and Chief Executive Officer, Canadian Net REIT
5:30 PM - 6:30 PM | Networking Reception
6:30 PM - 8:45 PM | VIP Dinner
Wednesday, October 25, 2023
8:00 AM - 9:00 AM | Registration & Networking Breakfast
9:00 AM - 9:30 AM | Keynote Address: Global Outlook - Navigating Economic and Geopolitical Uncertainty
The past year proved that only uncertainty is certain, with the rising interest rates, continued inflation, geopolitical conflict, and banking fragility. 2024 is expected to be just as volatile, and what new geopolitical risks and economic challenges will arise? This keynote will provide an expert outlook on global economic trends, and offer predictions for the year ahead.
Speaker: Sébastien Lavoie, Chief Economist, Laurentian Bank
9:30 AM - 10:00 AM | Spotlight Session 4
10:00 AM - 10:30 AM | Spotlight Session 5
10:30 AM - 10:45 AM | Networking Break
10:45 AM - 11:30 AM | Investing for Today and Tomorrow : Innovations and Improvements in Real Estate & Infrastructure
Real estate and infrastructure investors need to allocate for long-term projects, while also putting a focus into their existing assets. How are they keeping an eye out for opportunities in new projects, while also improving the assets they currently own? Are longer hold periods and decreased liquidity affecting their decisions in weighing potential rewards against opportunity costs? This panel of experts will offer case studies on how they are balancing new and existing assets, as well as provide a look into innovations in real estate and infrastructure, including digital transformation, value add properties, green building, and successful adaptive reuse projects.
Moderator: Jim Clayton, Director in Real Estate & Infrastructure, Schulich School of Business, York University
Richard Jokiel, Director, Real Estate Planning and Investment, Canada Post Pension Plan
11:30 AM - 12:00 PM | Spotlight Session 6
12:00 PM - 1:00 PM | Networking Luncheon
1:00 PM - 1:45 PM | Going Global, Green and Digital: Challenges and Opportunities in Infrastructure
Infrastructure can be an attractive investment, with longer-term contracts that can hedge against inflation. The rising demand for digital infrastructure improvements in critical assets, and value-added, green energy infrastructure offers investors with new opportunities in private infrastructure and emerging markets. These opportunities also come with challenges, including geopolitical unrest, illiquidity, rising material costs, and valuation fluctuations. This panel will offer expert strategies on how to make the most of the opportunities while navigating these challenges.
Stephan Rupert, Managing Director, Infrastructure Investments, PSP Investments
1:45 PM - 2:30 PM | Resiliency in Uncertainty: Trends in Financing Strategies
After another volatile year in inflation, cap rates, and interest rates, what have investors learned about financing strategies? How have they deployed rescue capital? Which strategy proved the most successful hedge against inflation, and how did they diversify their portfolios for risk mitigation? This panel will analyze the current financing strategies and trends, as well as discuss how they adapted their strategies based on the lessons learned over the past year.
2:30 PM - 3:00 PM | Closing Keynote: Economist Outlook- The Impact of Shifting Demographics on Canada Real Estate
This keynote will provide an economist’s analysis of how Canada’s housing shortage and real estate industry will be affected by shifting demographics, such as an aging workforce and record-high immigration. This closing keynote will also provide insight on the economic impact that mitigation patterns have on the real estate market.
Speaker: Patrick Perrier, Director of Forecasting, Scotiabank