This panel will investigate how investors are pivoting throughout COVID and various secular changes that are occurring in the real estate markets in Canada and around the world. There are many drivers to returns (location, location, location continuing to be the primary one) and savvy investors are seeing past the crisis du jour to arrive at well-thought portfolios of return-producing assets. Tune in to find out how they are doing this today.
Dial-in details will be sent once registration is complete
CAASA’S Virtual Platform
Speakers
Vikram Rajagopalan
Senior Vice President, Head of Retail Markets
Trez Capital
James Harkness
Strategic Account Director
Juniper Square
Joshua Varghese
Partner
Axia Real Assets
Harley Gold
Managing Director
Peakhill Capital
Adeola Oladimeji
Managing Partner
Ascendi Capital
Vikram Rajagopalan
Senior Vice President, Head of Retail Markets
Trez Capital
Vikram joined Trez in 2013 and introduced Trez’ capital investment solutions to retail channels, including family offices and investment advisors.
With over 15 years of experience in the investment management industry, he was promoted to the role of Vice President, Retail Sales and National Accounts at Trez in 2016 and to Senior Vice President, Head of Retail Markets in 2020.
Prior to joining Trez, Vikram was Vice President of Client Relations at a boutique private wealth management firm serving and sourcing high net-worth clients. He started his career in sales with one of Canada’s largest independent mutual fund firms.
Vikram is a CFA charterholder and has a Bachelor of Arts with Honours in Economics from York University. He lived in 11 countries prior to his immigration to Canada, and brings a global perspective to his leadership role at Trez Capital.
James Harkness
Strategic Account Director
Juniper Square
James Harkness is a Strategic Account Director for Juniper Square. His mandate is to help real asset investors drive efficiencies in their Investor Relations workflows via the Juniper Square platform of software and services. James has a focus on the Canadian and EMEA markets and a mandate to accelerate Juniper Square’s leadership position in the real assets industry.
Previously, James was the Executive Director at MSCI Real Estate. James was responsible for client coverage in Canada and the Mid-West of the US. In his role, James is responsible for growing the number of contributors into the MSCI Private Real Asset Indexes.
Before joining MSCI, James was a sales executive at StatPro, a provider of multi-asset class portfolio analytics and asset pricing services for the global asset management industry. James has a degree in Mechanical Engineering and a MBA from Queen’s University. James is a licensed as a professional engineer by Professional Engineers Ontario.
Harley Gold
Managing Director
Peakhill Capital
Peakhill Capital is a commercial real estate lender and equity provider to leading real estate developers and investors. Peakhill Capital was founded by Harley Gold, Partner and Managing Director. Harley brings extensive experience in financing on all asset types including multi-family, senior housing, retail, industrial, hospitality, and land development, and has closed in excess of $15 billion in loans over the past 15 years in Canada and the US. His client base includes developers, REITs, pension funds, and high net worth individuals. Harley’s focus has traditionally been on delivering strong returns with opportunistic investment strategies through utilizing competitive and flexible financing. Prior to founding Peakhill Capital, Harley was the Vice-President of Business Development at CMLS Financial. Harley graduated from the University of Toronto and holds an MBA from Canisius.
We believe that people attend conferences for many reasons: great panels, lively discussions, meet new & old friends, and in many cases some super food and after-hours bonding. Sadly, only the first reason is delivered by many online conferences and the last two are just not feasible in COVID-land. We designed this and many other large-scale conferences in 2020 and beyond to harness technology to serve our delegates’ needs. With no minimum number of webinars, small group discussions, or 1:1 meetings, all delegates can get what they want without travel or possible harm to their health. We encourage you to take a tour of our platform, which we have used for 5 years – now with video, and get to know this new normal to maximize your conference experience same as you might in real life!
Who Attends?
The CAASA Annual Conference brings together speakers and participants from private and public pension plans, sovereign wealth funds, single and multi-family offices, consulting firms, investment dealers, Canadian and global investment management houses, and affiliated service providers. Panels and break-out sessions will focus on key issues facing investors and managers in Canada and elsewhere including structuring, legal & tax issues, IT and operational areas, and investments – including: hedge funds, CTAs, private equity, private lending, real estate, infrastructure, and crypto-assets/blockchain-related investments.
All content is subject to Chatham House Rule. Prices increase on Oct 1, 2020.
Our 2019 conference delegation included 35%investors, 37% managers and 28% service providers and other industry players. We expect 150 investors, 150 managers, and 75 service providers to attend this edition.
Dial-in details will be sent once registration is complete
CAASA’S Virtual Platform
Keynote Speakers
Sheryl King
Advisor to the Governor, Bank of Canada
Gunter Meissner
PhD
Adjunct Professor of Mathematical Finance, Columbia University & NYU
Debra Thompson
PhD
Associate Professor – Political Science, McGill University
Sheryl King
Advisor to the Governor, Bank of Canada
Sheryl King was appointed as Advisor to the Governor, representing the Bank of anada in its New York Office, effective 5 July 2016. She is responsible for promoting and strengthening ties between the Bank and the financial community in New York, with an emphasis on financial market and financial stability developments.
Before assuming this role at the Bank, Ms. King was Managing Director North America and Global Quantitative Research at Roubini Global Economics since 2014. From 2009 to 2012, she was Chief Economist and Strategist at Merrill Lynch Canada. From 2004 to 2009, she was Assistant Chief US Economist at Merrill Lynch in New York.
Prior to that, Ms. King worked as a U.S. macro forecaster and as a bond and currency strategist at TD Bank. Earlier in her career, she spent eight years at the Bank of Canada, first as an economist and later as an analyst in the Bank’s Financial Markets Department.
Born in Montreal, Ms. King holds a BA in economics from Concordia University and an MA in economics from Carleton University.
Gunter Meissner
PhD
Adjunct Professor of Mathematical Finance, Columbia University & NYU
After a lectureship in mathematics and statistics at the Economic Academy Kiel, Gunter Meissner PhD, joined Deutsche Bank in 1990, trading interest rate futures, swaps, and options in Frankfurt and New York. He became Head of Product Development in 1994, responsible for originating algorithms for new derivatives products, which at the time were Lookback Options, Multi-asset Options, Quanto Options, Average Options, Index Amortizing Swaps, and Bermuda Swaptions. In 1995/1996 Gunter Meissner was Head of Options at Deutsche Bank Tokyo. From 1997 to 2007, Gunter was Professor of Finance at Hawaii Pacific University and from 2008 to 2013 Director of the Master in Financial Engineering Program at the University of Hawaii. Currently, he is President of Derivatives Software and Adjunct Professor of Mathematical Finance at Columbia University and NYU.
Gunter Meissner has published numerous papers and five books on derivatives and risk management. His six’s book on “Forecasting – 10 Methods” will come out in 2020.
Debra Thompson
PhD
Associate Professor – Political Science, McGill University
Dr. Debra Thompson is an Associate Professor of Political Science at McGill University. She is a leading scholar of the comparative politics of race, with teaching and research interests that focus on the dynamics of racial inequality in democratic societies. Dr. Thompson’s award-winning book, The Schematic State: Race, Transnationalism, and the Politics of the Census (Cambridge University Press, 2016) is a study of the political development of racial classifications on the national censuses of the United States, Canada, and Great Britain. The book maps the changing nature of the census from an instrument historically used to manage and control racialized populations to its contemporary purpose as an important source of statistical information, employed for egalitarian ends. Her research has also appeared journals such as in the Canadian Journal of Political Science, South Atlantic Quarterly, Social and Legal Studies, and Ethnic and Racial Studies, among others. Dr. Thompson previously taught at the University of Oregon and Northwestern University, and held a SSHRC postdoctoral fellowship with the Center for American Political Studies at Harvard University in 2010-2011.
Speakers
Vikram Rajagopalan
Senior Vice President, Head of Retail Markets
Trez Capital
James Harkness
Strategic Account Director
Juniper Square
Joshua Varghese
Partner
Axia Real Assets
Harley Gold
Managing Director
Peakhill Capital
Adeola Oladimeji
Managing Partner
Ascendi Capital
Vikram Rajagopalan
Senior Vice President, Head of Retail Markets
Trez Capital
Vikram joined Trez in 2013 and introduced Trez’ capital investment solutions to retail channels, including family offices and investment advisors.
With over 15 years of experience in the investment management industry, he was promoted to the role of Vice President, Retail Sales and National Accounts at Trez in 2016 and to Senior Vice President, Head of Retail Markets in 2020.
Prior to joining Trez, Vikram was Vice President of Client Relations at a boutique private wealth management firm serving and sourcing high net-worth clients. He started his career in sales with one of Canada’s largest independent mutual fund firms.
Vikram is a CFA charterholder and has a Bachelor of Arts with Honours in Economics from York University. He lived in 11 countries prior to his immigration to Canada, and brings a global perspective to his leadership role at Trez Capital.
James Harkness
Strategic Account Director
Juniper Square
James Harkness is a Strategic Account Director for Juniper Square. His mandate is to help real asset investors drive efficiencies in their Investor Relations workflows via the Juniper Square platform of software and services. James has a focus on the Canadian and EMEA markets and a mandate to accelerate Juniper Square’s leadership position in the real assets industry.
Previously, James was the Executive Director at MSCI Real Estate. James was responsible for client coverage in Canada and the Mid-West of the US. In his role, James is responsible for growing the number of contributors into the MSCI Private Real Asset Indexes.
Before joining MSCI, James was a sales executive at StatPro, a provider of multi-asset class portfolio analytics and asset pricing services for the global asset management industry. James has a degree in Mechanical Engineering and a MBA from Queen’s University. James is a licensed as a professional engineer by Professional Engineers Ontario.
Harley Gold
Managing Director
Peakhill Capital
Peakhill Capital is a commercial real estate lender and equity provider to leading real estate developers and investors. Peakhill Capital was founded by Harley Gold, Partner and Managing Director. Harley brings extensive experience in financing on all asset types including multi-family, senior housing, retail, industrial, hospitality, and land development, and has closed in excess of $15 billion in loans over the past 15 years in Canada and the US. His client base includes developers, REITs, pension funds, and high net worth individuals. Harley’s focus has traditionally been on delivering strong returns with opportunistic investment strategies through utilizing competitive and flexible financing. Prior to founding Peakhill Capital, Harley was the Vice-President of Business Development at CMLS Financial. Harley graduated from the University of Toronto and holds an MBA from Canisius.
AGENDA
Day 1
November 3, 2020
8:00 am – 6:00 pm
Day 2
November 4, 2020
8:00 am – 6:00 pm
Day 3
November 5, 2020
8:00 am – 4:30 pm
November 3, 2020
8:00 am – 6:00 pm
Day 1
8:00 am
Tête-à-Tête Session #1
4 x 15-minute 1:1 meetings
9:00 am
Welcome & A Few Remarks on the Curriculum
James Burron, CAASA
Ranjan Bhaduri, Bodhi Research Group
9:15 am
Discussion 1: Absolute Return – Portfolio Construction & Innovative Strategies
Brian Broadway, Gryphon Capital Management Brandon Gill New, OPTrust Nicolas Dang, CN Investment Division Cedric Fontaille, Unigestion
10:00 am
Short break
10:15 am
Discussion 2: Emerging Managers in an Institutional Portfolio
Dr. Ranjan Bhaduri, Bodhi Research Group Mark Hannoush, OTPP Yan Kvitko, CPPIB Kirk Sims, Teachers Retirement System of Texas
11:00 am
Short break
11:15 am
CAASA Chat 1: Co-investments
Kalina Berova, Bodhi Research Group Shaun Martinak, BCi Adam Buzanis, CAAT
12:00 pm
Short break
12:15 pm
Sponsored Table Talks
This session is aimed at providing all event attendees with the ability to join in genuine knowledge exchange and discussion in a small group and informal setting.
1:15 pm
CAASA Chat 2: Conquer Covid – the inside story
Our spin on the classic fireside chat.
Confidy Kong, Bodhi Research Group Owais Quereshi, Canada Post Pension
1:30 pm
Discussion 3: The Privates World – Infrastructure, PE, & VC
Michael Bernstein Omeir Jilani, First Bank of Abu Dhabi Cara Nakamura, Kamehameha Schools Matt Smagacz, Wyoming State Treasurer’s Office
2:15 pm
Short break
2:30 pm
Keynote 1: ESG – Race Relations
Dr. Debra Thompson, McGill University
3:00 pm
Discussion 4: ESG – Diversity & Inclusion
Akanksha Thakur, Simon Fraser University Dr. Debra Thompson, McGill University Kathleen Schmidlkofer, University of Minnesota Foundation
Camilla Sutton, Women in Capital Markets Hazlitt Gill, Wells Fargo
3:45 pm
Short break
4:00 pm
NowTalk 1: COVID-19 Pandemic & the Labour Market
Dr. Hashmat Khan, Carleton University
4:30 pm
NowTalk 2: How to Boost your Immunity in a COVID-19 Environment
CAASA’s in-house sommelier Mackenzie Putici will lead us through a tasting on the red and white varietals of Bordeaux, France. Dive into some history and learn how to taste like a sommelier!
7:00 pm
End of Day 1
November 4, 2020
8:00 am – 6:00 pm
Day 2
8:00 am
Tête-à-Tête Meetings #3
4 x 15-minute 1:1 meetings
9:00 am
Discussion 5: Quantitative Trading Strategies
Mohamed Farid, World Bank Pension Christophe L’Ahelec, OTPP Dr. Wagner Dada, CPPIB Dr. Robin Lundgren, AP4
9:45 am
Short break
10:00 am
Discussion 6: Pension Fund Case Studies on Peer-to-Peer Lending & Repo
Rob Goobie, HOOPP Mike Johnson, CalPERS Jerry May, OPERS
Ranjan Bhaduri, Bodhi Research Group
10:45 am
Short break
11:00 am
CAASA Chat 3: Insurance Linked Securities
Our spin on the classic fireside chat.
Philippe Trahan, OTPP Bernard van der Stichele, HOOPP
11:30 am
Tête-à-Tête Meetings #3
3 x 15-minute 1:1 meetings
12:15 pm
Sponsored Table Talks
This session is aimed at providing all event attendees with the ability to join in genuine knowledge exchange and discussion in a small group and informal setting.
1:15 pm
Discussion 7: Trading and Innovative Investing in COVID-19
Ryan Abrams, Exelon Corporation
Puneet Kohli, HOOPP Dave Finstad, BCi Dominic Garcia, New Mexico State Pension Darryl Orom, ATRF
2:00 pm
Short break
2:15 pm
Keynote 2: Myths in Finance
Dr. Gunter Meissner, University of Hawaii
3:00 pm
Short break
3:15 pm
Discussion 8: Negotiations, Structuring, and Legal Due Diligence
Tamara Greeman, World Bank Pension Nina Fitzpatrick, Lighthouse Partners Megan Vesely, OMERS
4:00 pm
Keynote 3: Trends in the Canadian Economy
Keynote by Sheryl King, Bank of Canada
Followed by Q&A with: Sheryl King, Bank of Canada Dr. Ranjan Bhaduri, Bodhi Research Group Dr. Hashmat Khan, Carlton University
4:45 pm
Short break
5:00 pm
Discussion 9: Good Riddance 2020! Ideas for 2021
Brian Gelfand Derek Drummond, SWIB Elizabeth Burton, Hawaii Employees’ Retirement System Mee Warren, Bodhi Research Group Chad Myhre, Heinz Family Office
This panel will investigate how investors are pivoting throughout COVID and various secular changes that are occurring in the real estate markets in Canada and around the world. There are many drivers to returns (location, location, location continuing to be the primary one) and savvy investors are seeing past the crisis du jour to arrive at well-thought portfolios of return-producing assets. Tune in to find out how they are doing this today.
Dial-in details will be sent once registration is complete
CAASA’S Virtual Platform
Speakers
Vikram Rajagopalan
Senior Vice President, Head of Retail Markets
Trez Capital
James Harkness
Strategic Account Director
Juniper Square
Joshua Varghese
Partner
Axia Real Assets
Harley Gold
Managing Director
Peakhill Capital
Adeola Oladimeji
Managing Partner
Ascendi Capital
Vikram Rajagopalan
Senior Vice President, Head of Retail Markets
Trez Capital
Vikram joined Trez in 2013 and introduced Trez’ capital investment solutions to retail channels, including family offices and investment advisors.
With over 15 years of experience in the investment management industry, he was promoted to the role of Vice President, Retail Sales and National Accounts at Trez in 2016 and to Senior Vice President, Head of Retail Markets in 2020.
Prior to joining Trez, Vikram was Vice President of Client Relations at a boutique private wealth management firm serving and sourcing high net-worth clients. He started his career in sales with one of Canada’s largest independent mutual fund firms.
Vikram is a CFA charterholder and has a Bachelor of Arts with Honours in Economics from York University. He lived in 11 countries prior to his immigration to Canada, and brings a global perspective to his leadership role at Trez Capital.
James Harkness
Strategic Account Director
Juniper Square
James Harkness is a Strategic Account Director for Juniper Square. His mandate is to help real asset investors drive efficiencies in their Investor Relations workflows via the Juniper Square platform of software and services. James has a focus on the Canadian and EMEA markets and a mandate to accelerate Juniper Square’s leadership position in the real assets industry.
Previously, James was the Executive Director at MSCI Real Estate. James was responsible for client coverage in Canada and the Mid-West of the US. In his role, James is responsible for growing the number of contributors into the MSCI Private Real Asset Indexes.
Before joining MSCI, James was a sales executive at StatPro, a provider of multi-asset class portfolio analytics and asset pricing services for the global asset management industry. James has a degree in Mechanical Engineering and a MBA from Queen’s University. James is a licensed as a professional engineer by Professional Engineers Ontario.
Harley Gold
Managing Director
Peakhill Capital
Peakhill Capital is a commercial real estate lender and equity provider to leading real estate developers and investors. Peakhill Capital was founded by Harley Gold, Partner and Managing Director. Harley brings extensive experience in financing on all asset types including multi-family, senior housing, retail, industrial, hospitality, and land development, and has closed in excess of $15 billion in loans over the past 15 years in Canada and the US. His client base includes developers, REITs, pension funds, and high net worth individuals. Harley’s focus has traditionally been on delivering strong returns with opportunistic investment strategies through utilizing competitive and flexible financing. Prior to founding Peakhill Capital, Harley was the Vice-President of Business Development at CMLS Financial. Harley graduated from the University of Toronto and holds an MBA from Canisius.
This panel will investigate how investors are pivoting throughout COVID and various secular changes that are occurring in the real estate markets in Canada and around the world. There are many drivers to returns (location, location, location continuing to be the primary one) and savvy investors are seeing past the crisis du jour to arrive at well-thought portfolios of return-producing assets. Tune in to find out how they are doing this today.
Dial-in details will be sent once registration is complete
CAASA’S Virtual Platform
Speakers
Vikram Rajagopalan
Senior Vice President, Head of Retail Markets
Trez Capital
James Harkness
Strategic Account Director
Juniper Square
Joshua Varghese
Partner
Axia Real Assets
Harley Gold
Managing Director
Peakhill Capital
Adeola Oladimeji
Managing Partner
Ascendi Capital
Vikram Rajagopalan
Senior Vice President, Head of Retail Markets
Trez Capital
Vikram joined Trez in 2013 and introduced Trez’ capital investment solutions to retail channels, including family offices and investment advisors.
With over 15 years of experience in the investment management industry, he was promoted to the role of Vice President, Retail Sales and National Accounts at Trez in 2016 and to Senior Vice President, Head of Retail Markets in 2020.
Prior to joining Trez, Vikram was Vice President of Client Relations at a boutique private wealth management firm serving and sourcing high net-worth clients. He started his career in sales with one of Canada’s largest independent mutual fund firms.
Vikram is a CFA charterholder and has a Bachelor of Arts with Honours in Economics from York University. He lived in 11 countries prior to his immigration to Canada, and brings a global perspective to his leadership role at Trez Capital.
James Harkness
Strategic Account Director
Juniper Square
James Harkness is a Strategic Account Director for Juniper Square. His mandate is to help real asset investors drive efficiencies in their Investor Relations workflows via the Juniper Square platform of software and services. James has a focus on the Canadian and EMEA markets and a mandate to accelerate Juniper Square’s leadership position in the real assets industry.
Previously, James was the Executive Director at MSCI Real Estate. James was responsible for client coverage in Canada and the Mid-West of the US. In his role, James is responsible for growing the number of contributors into the MSCI Private Real Asset Indexes.
Before joining MSCI, James was a sales executive at StatPro, a provider of multi-asset class portfolio analytics and asset pricing services for the global asset management industry. James has a degree in Mechanical Engineering and a MBA from Queen’s University. James is a licensed as a professional engineer by Professional Engineers Ontario.
Harley Gold
Managing Director
Peakhill Capital
Peakhill Capital is a commercial real estate lender and equity provider to leading real estate developers and investors. Peakhill Capital was founded by Harley Gold, Partner and Managing Director. Harley brings extensive experience in financing on all asset types including multi-family, senior housing, retail, industrial, hospitality, and land development, and has closed in excess of $15 billion in loans over the past 15 years in Canada and the US. His client base includes developers, REITs, pension funds, and high net worth individuals. Harley’s focus has traditionally been on delivering strong returns with opportunistic investment strategies through utilizing competitive and flexible financing. Prior to founding Peakhill Capital, Harley was the Vice-President of Business Development at CMLS Financial. Harley graduated from the University of Toronto and holds an MBA from Canisius.
This panel will investigate how investors are pivoting throughout COVID and various secular changes that are occurring in the real estate markets in Canada and around the world. There are many drivers to returns (location, location, location continuing to be the primary one) and savvy investors are seeing past the crisis du jour to arrive at well-thought portfolios of return-producing assets. Tune in to find out how they are doing this today.
Dial-in details will be sent once registration is complete
CAASA’S Virtual Platform
Speakers
Vikram Rajagopalan
Senior Vice President, Head of Retail Markets
Trez Capital
James Harkness
Strategic Account Director
Juniper Square
Joshua Varghese
Partner
Axia Real Assets
Harley Gold
Managing Director
Peakhill Capital
Adeola Oladimeji
Managing Partner
Ascendi Capital
Vikram Rajagopalan
Senior Vice President, Head of Retail Markets
Trez Capital
Vikram joined Trez in 2013 and introduced Trez’ capital investment solutions to retail channels, including family offices and investment advisors.
With over 15 years of experience in the investment management industry, he was promoted to the role of Vice President, Retail Sales and National Accounts at Trez in 2016 and to Senior Vice President, Head of Retail Markets in 2020.
Prior to joining Trez, Vikram was Vice President of Client Relations at a boutique private wealth management firm serving and sourcing high net-worth clients. He started his career in sales with one of Canada’s largest independent mutual fund firms.
Vikram is a CFA charterholder and has a Bachelor of Arts with Honours in Economics from York University. He lived in 11 countries prior to his immigration to Canada, and brings a global perspective to his leadership role at Trez Capital.
James Harkness
Strategic Account Director
Juniper Square
James Harkness is a Strategic Account Director for Juniper Square. His mandate is to help real asset investors drive efficiencies in their Investor Relations workflows via the Juniper Square platform of software and services. James has a focus on the Canadian and EMEA markets and a mandate to accelerate Juniper Square’s leadership position in the real assets industry.
Previously, James was the Executive Director at MSCI Real Estate. James was responsible for client coverage in Canada and the Mid-West of the US. In his role, James is responsible for growing the number of contributors into the MSCI Private Real Asset Indexes.
Before joining MSCI, James was a sales executive at StatPro, a provider of multi-asset class portfolio analytics and asset pricing services for the global asset management industry. James has a degree in Mechanical Engineering and a MBA from Queen’s University. James is a licensed as a professional engineer by Professional Engineers Ontario.
Harley Gold
Managing Director
Peakhill Capital
Peakhill Capital is a commercial real estate lender and equity provider to leading real estate developers and investors. Peakhill Capital was founded by Harley Gold, Partner and Managing Director. Harley brings extensive experience in financing on all asset types including multi-family, senior housing, retail, industrial, hospitality, and land development, and has closed in excess of $15 billion in loans over the past 15 years in Canada and the US. His client base includes developers, REITs, pension funds, and high net worth individuals. Harley’s focus has traditionally been on delivering strong returns with opportunistic investment strategies through utilizing competitive and flexible financing. Prior to founding Peakhill Capital, Harley was the Vice-President of Business Development at CMLS Financial. Harley graduated from the University of Toronto and holds an MBA from Canisius.
This panel will investigate how investors are pivoting throughout COVID and various secular changes that are occurring in the real estate markets in Canada and around the world. There are many drivers to returns (location, location, location continuing to be the primary one) and savvy investors are seeing past the crisis du jour to arrive at well-thought portfolios of return-producing assets. Tune in to find out how they are doing this today.
Dial-in details will be sent once registration is complete
CAASA’S Virtual Platform
View the Webinar Replay
Speakers
Vikram Rajagopalan
Senior Vice President, Head of Retail Markets
Trez Capital
James Harkness
Strategic Account Director
Juniper Square
Joshua Varghese
Partner
Axia Real Assets
Harley Gold
Managing Director
Peakhill Capital
Adeola Oladimeji
Managing Partner
Ascendi Capital
Vikram Rajagopalan
Senior Vice President, Head of Retail Markets
Trez Capital
Vikram joined Trez in 2013 and introduced Trez’ capital investment solutions to retail channels, including family offices and investment advisors.
With over 15 years of experience in the investment management industry, he was promoted to the role of Vice President, Retail Sales and National Accounts at Trez in 2016 and to Senior Vice President, Head of Retail Markets in 2020.
Prior to joining Trez, Vikram was Vice President of Client Relations at a boutique private wealth management firm serving and sourcing high net-worth clients. He started his career in sales with one of Canada’s largest independent mutual fund firms.
Vikram is a CFA charterholder and has a Bachelor of Arts with Honours in Economics from York University. He lived in 11 countries prior to his immigration to Canada, and brings a global perspective to his leadership role at Trez Capital.
James Harkness
Strategic Account Director
Juniper Square
James Harkness is a Strategic Account Director for Juniper Square. His mandate is to help real asset investors drive efficiencies in their Investor Relations workflows via the Juniper Square platform of software and services. James has a focus on the Canadian and EMEA markets and a mandate to accelerate Juniper Square’s leadership position in the real assets industry.
Previously, James was the Executive Director at MSCI Real Estate. James was responsible for client coverage in Canada and the Mid-West of the US. In his role, James is responsible for growing the number of contributors into the MSCI Private Real Asset Indexes.
Before joining MSCI, James was a sales executive at StatPro, a provider of multi-asset class portfolio analytics and asset pricing services for the global asset management industry. James has a degree in Mechanical Engineering and a MBA from Queen’s University. James is a licensed as a professional engineer by Professional Engineers Ontario.
Harley Gold
Managing Director
Peakhill Capital
Peakhill Capital is a commercial real estate lender and equity provider to leading real estate developers and investors. Peakhill Capital was founded by Harley Gold, Partner and Managing Director. Harley brings extensive experience in financing on all asset types including multi-family, senior housing, retail, industrial, hospitality, and land development, and has closed in excess of $15 billion in loans over the past 15 years in Canada and the US. His client base includes developers, REITs, pension funds, and high net worth individuals. Harley’s focus has traditionally been on delivering strong returns with opportunistic investment strategies through utilizing competitive and flexible financing. Prior to founding Peakhill Capital, Harley was the Vice-President of Business Development at CMLS Financial. Harley graduated from the University of Toronto and holds an MBA from Canisius.
This panel will investigate how investors are pivoting throughout COVID and various secular changes that are occurring in the real estate markets in Canada and around the world. There are many drivers to returns (location, location, location continuing to be the primary one) and savvy investors are seeing past the crisis du jour to arrive at well-thought portfolios of return-producing assets. Tune in to find out how they are doing this today.
Dial-in details will be sent once registration is complete
CAASA’S Virtual Platform
Speakers
Vikram Rajagopalan
Senior Vice President, Head of Retail Markets
Trez Capital
James Harkness
Strategic Account Director
Juniper Square
Joshua Varghese
Partner
Axia Real Assets
Harley Gold
Managing Director
Peakhill Capital
Adeola Oladimeji
Managing Partner
Ascendi Capital
Vikram Rajagopalan
Senior Vice President, Head of Retail Markets
Trez Capital
Vikram joined Trez in 2013 and introduced Trez’ capital investment solutions to retail channels, including family offices and investment advisors.
With over 15 years of experience in the investment management industry, he was promoted to the role of Vice President, Retail Sales and National Accounts at Trez in 2016 and to Senior Vice President, Head of Retail Markets in 2020.
Prior to joining Trez, Vikram was Vice President of Client Relations at a boutique private wealth management firm serving and sourcing high net-worth clients. He started his career in sales with one of Canada’s largest independent mutual fund firms.
Vikram is a CFA charterholder and has a Bachelor of Arts with Honours in Economics from York University. He lived in 11 countries prior to his immigration to Canada, and brings a global perspective to his leadership role at Trez Capital.
James Harkness
Strategic Account Director
Juniper Square
James Harkness is a Strategic Account Director for Juniper Square. His mandate is to help real asset investors drive efficiencies in their Investor Relations workflows via the Juniper Square platform of software and services. James has a focus on the Canadian and EMEA markets and a mandate to accelerate Juniper Square’s leadership position in the real assets industry.
Previously, James was the Executive Director at MSCI Real Estate. James was responsible for client coverage in Canada and the Mid-West of the US. In his role, James is responsible for growing the number of contributors into the MSCI Private Real Asset Indexes.
Before joining MSCI, James was a sales executive at StatPro, a provider of multi-asset class portfolio analytics and asset pricing services for the global asset management industry. James has a degree in Mechanical Engineering and a MBA from Queen’s University. James is a licensed as a professional engineer by Professional Engineers Ontario.
Harley Gold
Managing Director
Peakhill Capital
Peakhill Capital is a commercial real estate lender and equity provider to leading real estate developers and investors. Peakhill Capital was founded by Harley Gold, Partner and Managing Director. Harley brings extensive experience in financing on all asset types including multi-family, senior housing, retail, industrial, hospitality, and land development, and has closed in excess of $15 billion in loans over the past 15 years in Canada and the US. His client base includes developers, REITs, pension funds, and high net worth individuals. Harley’s focus has traditionally been on delivering strong returns with opportunistic investment strategies through utilizing competitive and flexible financing. Prior to founding Peakhill Capital, Harley was the Vice-President of Business Development at CMLS Financial. Harley graduated from the University of Toronto and holds an MBA from Canisius.
This panel will investigate how investors are pivoting throughout COVID and various secular changes that are occurring in the real estate markets in Canada and around the world. There are many drivers to returns (location, location, location continuing to be the primary one) and savvy investors are seeing past the crisis du jour to arrive at well-thought portfolios of return-producing assets. Tune in to find out how they are doing this today.
In Partnership with IPA
Through advocacy and industry-leading education, the Institute for Portfolio Alternatives (IPA) is committed to expanding access to real assets and creating more opportunities for retail investors to effectively balance their portfolios. The IPA provides national leadership for the Portfolio Diversifying Investments (PDI) industry. We bring together the top asset managers, product distribution partners and industry service providers – new and established – who are dedicated to driving the industry forward through education, innovation and transparency.
Dial-in details will be sent once registration is complete
CAASA’S Virtual Platform
Speakers
Vikram Rajagopalan
Senior Vice President, Head of Retail Markets
Trez Capital
James Harkness
Strategic Account Director
Juniper Square
Joshua Varghese
Partner
Axia Real Assets
Harley Gold
Managing Director
Peakhill Capital
Adeola Oladimeji
Managing Partner
Ascendi Capital
Vikram Rajagopalan
Senior Vice President, Head of Retail Markets
Trez Capital
Vikram joined Trez in 2013 and introduced Trez’ capital investment solutions to retail channels, including family offices and investment advisors.
With over 15 years of experience in the investment management industry, he was promoted to the role of Vice President, Retail Sales and National Accounts at Trez in 2016 and to Senior Vice President, Head of Retail Markets in 2020.
Prior to joining Trez, Vikram was Vice President of Client Relations at a boutique private wealth management firm serving and sourcing high net-worth clients. He started his career in sales with one of Canada’s largest independent mutual fund firms.
Vikram is a CFA charterholder and has a Bachelor of Arts with Honours in Economics from York University. He lived in 11 countries prior to his immigration to Canada, and brings a global perspective to his leadership role at Trez Capital.
James Harkness
Strategic Account Director
Juniper Square
James Harkness is a Strategic Account Director for Juniper Square. His mandate is to help real asset investors drive efficiencies in their Investor Relations workflows via the Juniper Square platform of software and services. James has a focus on the Canadian and EMEA markets and a mandate to accelerate Juniper Square’s leadership position in the real assets industry.
Previously, James was the Executive Director at MSCI Real Estate. James was responsible for client coverage in Canada and the Mid-West of the US. In his role, James is responsible for growing the number of contributors into the MSCI Private Real Asset Indexes.
Before joining MSCI, James was a sales executive at StatPro, a provider of multi-asset class portfolio analytics and asset pricing services for the global asset management industry. James has a degree in Mechanical Engineering and a MBA from Queen’s University. James is a licensed as a professional engineer by Professional Engineers Ontario.
Harley Gold
Managing Director
Peakhill Capital
Peakhill Capital is a commercial real estate lender and equity provider to leading real estate developers and investors. Peakhill Capital was founded by Harley Gold, Partner and Managing Director. Harley brings extensive experience in financing on all asset types including multi-family, senior housing, retail, industrial, hospitality, and land development, and has closed in excess of $15 billion in loans over the past 15 years in Canada and the US. His client base includes developers, REITs, pension funds, and high net worth individuals. Harley’s focus has traditionally been on delivering strong returns with opportunistic investment strategies through utilizing competitive and flexible financing. Prior to founding Peakhill Capital, Harley was the Vice-President of Business Development at CMLS Financial. Harley graduated from the University of Toronto and holds an MBA from Canisius.
This panel will investigate how investors are pivoting throughout COVID and various secular changes that are occurring in the real estate markets in Canada and around the world. There are many drivers to returns (location, location, location continuing to be the primary one) and savvy investors are seeing past the crisis du jour to arrive at well-thought portfolios of return-producing assets. Tune in to find out how they are doing this today.
Dial-in details will be sent once registration is complete
CAASA’S Virtual Platform
Speakers
Vikram Rajagopalan
Senior Vice President, Head of Retail Markets
Trez Capital
James Harkness
Strategic Account Director
Juniper Square
Joshua Varghese
Partner
Axia Real Assets
Harley Gold
Managing Director
Peakhill Capital
Adeola Oladimeji
Managing Partner
Ascendi Capital
Vikram Rajagopalan
Senior Vice President, Head of Retail Markets
Trez Capital
Vikram joined Trez in 2013 and introduced Trez’ capital investment solutions to retail channels, including family offices and investment advisors.
With over 15 years of experience in the investment management industry, he was promoted to the role of Vice President, Retail Sales and National Accounts at Trez in 2016 and to Senior Vice President, Head of Retail Markets in 2020.
Prior to joining Trez, Vikram was Vice President of Client Relations at a boutique private wealth management firm serving and sourcing high net-worth clients. He started his career in sales with one of Canada’s largest independent mutual fund firms.
Vikram is a CFA charterholder and has a Bachelor of Arts with Honours in Economics from York University. He lived in 11 countries prior to his immigration to Canada, and brings a global perspective to his leadership role at Trez Capital.
James Harkness
Strategic Account Director
Juniper Square
James Harkness is a Strategic Account Director for Juniper Square. His mandate is to help real asset investors drive efficiencies in their Investor Relations workflows via the Juniper Square platform of software and services. James has a focus on the Canadian and EMEA markets and a mandate to accelerate Juniper Square’s leadership position in the real assets industry.
Previously, James was the Executive Director at MSCI Real Estate. James was responsible for client coverage in Canada and the Mid-West of the US. In his role, James is responsible for growing the number of contributors into the MSCI Private Real Asset Indexes.
Before joining MSCI, James was a sales executive at StatPro, a provider of multi-asset class portfolio analytics and asset pricing services for the global asset management industry. James has a degree in Mechanical Engineering and a MBA from Queen’s University. James is a licensed as a professional engineer by Professional Engineers Ontario.
Harley Gold
Managing Director
Peakhill Capital
Peakhill Capital is a commercial real estate lender and equity provider to leading real estate developers and investors. Peakhill Capital was founded by Harley Gold, Partner and Managing Director. Harley brings extensive experience in financing on all asset types including multi-family, senior housing, retail, industrial, hospitality, and land development, and has closed in excess of $15 billion in loans over the past 15 years in Canada and the US. His client base includes developers, REITs, pension funds, and high net worth individuals. Harley’s focus has traditionally been on delivering strong returns with opportunistic investment strategies through utilizing competitive and flexible financing. Prior to founding Peakhill Capital, Harley was the Vice-President of Business Development at CMLS Financial. Harley graduated from the University of Toronto and holds an MBA from Canisius.
This panel will investigate how investors are pivoting throughout COVID and various secular changes that are occurring in the real estate markets in Canada and around the world. There are many drivers to returns (location, location, location continuing to be the primary one) and savvy investors are seeing past the crisis du jour to arrive at well-thought portfolios of return-producing assets. Tune in to find out how they are doing this today.
Dial-in details will be sent once registration is complete
CAASA’S Virtual Platform
Speakers
Vikram Rajagopalan
Senior Vice President, Head of Retail Markets
Trez Capital
James Harkness
Strategic Account Director
Juniper Square
Joshua Varghese
Partner
Axia Real Assets
Harley Gold
Managing Director
Peakhill Capital
Adeola Oladimeji
Managing Partner
Ascendi Capital
Vikram Rajagopalan
Senior Vice President, Head of Retail Markets
Trez Capital
Vikram joined Trez in 2013 and introduced Trez’ capital investment solutions to retail channels, including family offices and investment advisors.
With over 15 years of experience in the investment management industry, he was promoted to the role of Vice President, Retail Sales and National Accounts at Trez in 2016 and to Senior Vice President, Head of Retail Markets in 2020.
Prior to joining Trez, Vikram was Vice President of Client Relations at a boutique private wealth management firm serving and sourcing high net-worth clients. He started his career in sales with one of Canada’s largest independent mutual fund firms.
Vikram is a CFA charterholder and has a Bachelor of Arts with Honours in Economics from York University. He lived in 11 countries prior to his immigration to Canada, and brings a global perspective to his leadership role at Trez Capital.
James Harkness
Strategic Account Director
Juniper Square
James Harkness is a Strategic Account Director for Juniper Square. His mandate is to help real asset investors drive efficiencies in their Investor Relations workflows via the Juniper Square platform of software and services. James has a focus on the Canadian and EMEA markets and a mandate to accelerate Juniper Square’s leadership position in the real assets industry.
Previously, James was the Executive Director at MSCI Real Estate. James was responsible for client coverage in Canada and the Mid-West of the US. In his role, James is responsible for growing the number of contributors into the MSCI Private Real Asset Indexes.
Before joining MSCI, James was a sales executive at StatPro, a provider of multi-asset class portfolio analytics and asset pricing services for the global asset management industry. James has a degree in Mechanical Engineering and a MBA from Queen’s University. James is a licensed as a professional engineer by Professional Engineers Ontario.
Harley Gold
Managing Director
Peakhill Capital
Peakhill Capital is a commercial real estate lender and equity provider to leading real estate developers and investors. Peakhill Capital was founded by Harley Gold, Partner and Managing Director. Harley brings extensive experience in financing on all asset types including multi-family, senior housing, retail, industrial, hospitality, and land development, and has closed in excess of $15 billion in loans over the past 15 years in Canada and the US. His client base includes developers, REITs, pension funds, and high net worth individuals. Harley’s focus has traditionally been on delivering strong returns with opportunistic investment strategies through utilizing competitive and flexible financing. Prior to founding Peakhill Capital, Harley was the Vice-President of Business Development at CMLS Financial. Harley graduated from the University of Toronto and holds an MBA from Canisius.
