Hand-in-Hand: Real Estate and Lending in Today’s Market Environment
Overview
Real estate is inextricably linked to mortgages and lending and many investors may confuse the two. As well, with so many types of real estate investments and structures and the same sort of complexity in the private lending camp, it is paramount that investors get familiar with these areas of investment – if not for its own sake as a destination for their dollars, then for an understanding of the effect that these realms have on other markets and capital flows.
Designed as a look at the landscape of real estate and private lending as well as to gain a deeper understanding of both areas and how they might be intertwined, we believe any investor can get a great deal from it.
Where
Dial-in details will be sent once registration is complete
CAASA’S Virtual PlatformSpeakers
Vikram Rajagopalan
Senior Vice President, Head of Retail Markets
Trez Capital
Gregory Barrett
Managing Director
White Oak Global Advisors
Cory Capland
Senior Associate
NorthHaven Capital Group
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.
Gregory Barrett
Managing Director
White Oak Global Advisors
Mr. Barrett serves White Oak as Managing Director of Marketing, primarily responsible for new business development. He has over 20 years of industry experience including capital formation, capital introduction, and entrepreneurial start-ups. Prior to joining White Oak he was a Managing Director and the Global Head of Client Relations and Business Development for ZAIS Group LLC. Prior to ZAIS he was a Managing Director and a senior member of Dyal Capital Partners where he co-headed Dyal’s Business Services platform. Previously, he was a senior member of Barclays Capital Prime Services Group from 2008 to 2012. During his tenure at Barclays he was Global Head of the Capital Solutions Group and subsequently responsible for key account coverage. He holds a B.A. from Franklin and Marshall College in English and Philosophy and an M.B.A., Finance and International Marketing from Fordham University.
Cory Capland
Senior Associate
NorthHaven Capital Group
Cory Capland is a Senior Associate with NorthHaven Capital, focused on new investment underwriting and acquisitions, as well as corporate development and management of NorthHaven’s existing real estate investment portfolio. Mr. Capland also serves on the investment team at Distrikt Capital and Fundamental Real Estate Investment Partners, NorthHaven’s operating entities.
Prior to joining NorthHaven Capital, Cory was an Investment Analyst at Bridgeport Asset Management, a leading Toronto-based investment firm managing discretionary HNW and UHNW capital across several proprietary investment funds, including both public, private and alternative income products. Mr. Capland was responsible for conducting asset management and research across Bridgeport’s existing portfolio of US and Canadian real estate securities including REIT’s, REOC’s, MIC’s and private mortgages, as well as due diligence and review of new real estate investment opportunities.
Cory has held analytical roles at Dominion Bond Rating Service (DBRS), CPP Investment Board, and UBS Wealth Management, which spanned corporate credit analysis, public market equity investing, and alternative investment fund due diligence. He holds a Honours Bachelor of Business Administration (HBBA) degree from Wilfrid Laurier University and is a CFA Charterholder.
Agenda
Day 1
- October 15, 2020
- 11:00 am – 12:00 pm
- October 15, 2020
- 11:00 am – 12:00 pm
Members
Event Registration Closed
Non-Members
Event Registration Closed