This panel delves once again into the diverse and potentially profitable world of real estate investing and brings together many areas of endeavour in one panel as it looks to answer the question of whether RE can continue its climb up a wall of worry.
Virtually via zoom
Strategic Account Director
Juniper Square
COO & Managing Director of Capital Markets & Strategic Developments
Firm Capital Corporation
Partner & Portfolio Manager
ICM Asset Management
Head of Portfolio Management and Research
Unison Investment Management
Vice President – Investor Relations
Triovest
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.
COO & Managing Director of Capital Markets & Strategic Developments
Firm Capital Corporation
Sandy Poklar is currently the Chief Operating Officer and Managing Director, Capital Markets & Strategic Developments for Firm Capital Corporation, EVP Finance for Firm Capital Mortgage Investment Corporation (FC: TSX), Chief Financial Officer and a Trustee for Firm Capital Property Trust (TSXV: FCD.UN) and President & CEO of Firm Capital Apartment REIT (TSXV: FCA.U/FCA.UN). Sandy is also a Trustee for True North Commercial REIT (TNT.UN . Prior to joining Firm Capital, Sandy was employed at Macquarie Capital and TD Securities where he was a Vice President in their Real Estate Investment Banking Groups. Sandy is a CPA, CA in Canada, a CPA(US) licensed in the State of Illinois and has his ICD.D designation.
Partner & Portfolio Manager
ICM Asset Management
John Courtliff is a partner and Portfolio Manager at ICM Asset Management and is responsible for the oversight of ICM’s real estate investment fund platform. He is experienced in structuring and closing domestic and cross-border investment opportunities in the U.S., Mexico, and Canada. John received a Bachelor of Commerce in Finance from the University of Calgary as an Academic All-Canadian, including studies at the Vienna University of Economics and Business, Wirtschafts Universitat Wien and holds the CFA designation.
Head of Portfolio Management and Research
Unison Investment Management
Matt is responsible for all investments at Unison Investment Management and its associated research. Previous to Unison, he ran the LifePath series of funds at BlackRock which were gold rated by MorningStar. Matthew also spoke frequently on the subject of retirement savings and retirement spending. He started at Barclays Global Investors in 2003 after graduating as valedictorian and receiving the Pyle prize for best thesis from the Masters in Financial Engineering program at UC Berkeley’s Haas School of Business. Previous to his work in multi-asset portfolio management and retirement innovation Matt worked in the quantitative fixed income group at BGI. He has also consulted in the single family residential FinTech space over the years.
He has also served on the board of the CFA Society of San Francisco and served as that board’s president.
Vice President – Investor Relations
Triovest
Luigi joined Triovest as a Vice President in June 2021. He has over 20 years of capital raising and structuring, client relationship management, and structured finance experience in Canada and internationally. Before joining Triovest, Luigi worked at Kilgour Williams Capital as a Vice President of Business Development, where he grew the institutional and family offices’ investment platforms. Before this, he was at Morguard Investments, where he managed a portfolio of domestic and international institutional clients and increased capital under management by over 30% to over $8bn. Before 2011, Luigi had roles of increasing responsibility at Westdeusche Immobilien Bank, CIBC World Markets, NIB Capital and Mizuho Corporate Bank in London (England).
He holds an MSc in International Banking and Financial Studies from Southampton University and a BA in Banking and Economics from Siena University.
Event Registration Closed
Event Registration Closed