In advance of our Wealth Managers’ Forum (WMF 2022) on Feb 15-18, we are offering a series of 4 keynote sessions to kick-off our content-packed Forum this year. Originally intended to be held in-person at Saltlik, but that will have to wait (FYI, CAASA will be at the Stampede in ’22, just in case anyone is making travel plans). Both Scott and Jason are tried-and-true Calgarians and spoken before at our events – this may be the first time they are together on our stage, though! This will be a super discussion on opportunities in Prairie (and other) real estate.
Virtual
Chief Investment Officer
Avenue Living Asset Management
Senior Vice President, Investment Advisor & Portfolio Manager
Canaccord Genuity Wealth Management
Chief Investment Officer
Avenue Living Asset Management
Mr. Jogia serves as the Chief Investment Officer of Avenue Living, as well as Chief Executive Officer of our Opportunity Trust. He has over 15 years of experience in real estate capital markets and has originated over $10 billion in real estate loans and $500 million in equity. Prior to Avenue Living, he led the management of a $1.5 billion real estate debt portfolio at a major Canadian bank. He has extensive experience in real estate investment analysis and capital structure on various real estate asset classes.
Senior Vice President, Investment Advisor & Portfolio Manager
Canaccord Genuity Wealth Management
Scott Starratt is a Certified Financial Planner and a Chartered Investment Manager. He graduated with a Bachelor of Commerce from the University of Alberta in 1993 majoring in Finance, Game Theory and Chemistry and draws on more than 29 years of experience in the financial services industry.
Scott’s role is to lead the team and perform astute due diligence, manage portfolios and select top-tier alternative and hedged investments for our clients’ downside protection. Scott gets to know company management teams on an up-close-and-personal basis to be able to assess funds based on more than figures on a balance sheet: he also considers each managers’ ethics, track records and integrity under pressure
Event Registration Closed
Event Registration Closed