2023 Agenda

11:00 AM - | Registration Opens

12:00 PM - 1:00 PM | Keynote Luncheon - ESG and Impact Investing in Real Estate- What's In It for Me?

Join us for the opening luncheon, followed by the keynote! Our expert keynote will offer their unique perspective on ESG & impacting investing in the real estate space, including avoiding pitfalls, finding opportunities, and offer insights on turning the theoretical into the practical and actionable. 

Speaker: Natalie Voland, Président & Chief Vision Officer, GI Quo Vadis

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.

Moderator: Wendy Pollard, Senior Specialist, Innovation, Canada Mortgage and Housing Corporation

Speakers:
Aaron Pittman, SVP, Head of Canadian Institutional Investments, Equiton
Sylvain Charpentier, Head - Real Estate Investments, Hydro Québec Pension Fund
Stephane Giguere, Chief Executive Officer, Ottawa Community Housing Corporation

1:45 PM - 2:15 PM | Spotlight Session: The Evolution of Infrastructure Investing

InfraRed Capital Partners has been involved in the infrastructure asset class since its inception in the late 90s and was a pioneer in developing and upgrading the UK’s social and transport infrastructure under the nascent Public Private Partnership (PPP) model. Since then, the firm has evolved its approach to suit the enduring macro trends driven by technological advances, including investing in renewable energy to enable the energy transition as well as fiber-optic connectivity to facilitate the growing digitalization of our societies. In this presentation, we are exploring the evolution of infrastructure investing, the challenges it faces in the modern era, and the abundant opportunities it presents. With a focus on the energy transition and digital evolution, we will examine how infrastructure plays a pivotal role in shaping a sustainable future. Additionally, we will highlight the relevance and importance of greenfield infrastructure investment in the context of building the infrastructure of tomorrow.

Speaker: Filip Guz, Managing Director, Origination & Execution, InfraRed Capital Partners (an SLC Management company)

Supported by SLC Management

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.

Moderator: Jonathan Planté, Lecturer, HEC Montréal

Speakers:
Sarah Esler, Managing Director, Mortgage Investments, AIMCo
Harlan Cherniak, Head of Infrastructure Debt - Americas, Macquarie Asset Management
Daniel Marchand, Managing Director, Cameron Stephens
Harley Gold, Managing Director, Peakhill Capital

3:00 PM - 3:30 PM | Networking Break

3:30 PM - 4:00 PM | Spotlight Session: Core Infrastructure: Steady Returns for the Long-Term

A discussion regarding infrastructure investment in today’s environment. Investors want to ensure they are generating appropriate returns in the context of the rising rate environment. Core infrastructure investments provide essential services, benefit from inflation-linkage, provide stable and predictable yield, and these characteristics are attractive through all macroeconomic cycles. Core infrastructure investments offer low-risk, stable investments to your private asset portfolio.

Speakers:
Tara Speers, Senior Vice President, Investor Relations, Fengate Asset Management
Andrew Cogan, Managing Director & Portfolio Manager, Fengate Infrastructure Yield Fund, Fengate Asset Management

Supported by: Fengate Asset Management

4:00 PM - 4:30 PM | Spotlight Session: The Complementary Nature of Listed Real Assets: A Study in Infrastructure

Listed assets can provide very similar long-term risk & return profiles to their unlisted counterparts, but their real advantage is centred on valuations, deep data sets and much better liquidity and scalability.  Rather than choosing between listed or unlisted infrastructure, pension plans should consider integrating both listed & unlisted exposures to provide breadth and flexibility.

Speakers: 
Charles-Lucien Myssie, Portfolio Manager, Exchange Traded Funds, BMO Exchange Traded Funds
Mark Webster, Director, Institutional, BMO Exchange Traded Funds

Supported by: BMO Exchange Traded Funds

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.

Moderator: Ted Kantrowitz, Director, Programmes, Fonds climat du Grand Montréal

Speakers:
Kevin Henley, President and Chief Executive Officer, Canadian Net REIT
Marianne Duguay, Senior Vice-President, Asset Management – Real Estate, Fonds immobilier de solidarité FTQ
Stéphan Corriveau, Executive Director, Community Housing Transformation Centre

5:30 PM - 6:30 PM | Networking Reception

6:45 PM - 8:45 PM | VIP Dinner