CAIA Toronto Finding Your Spot in Real Estate
October 4, 2018
Note: All times listed are in local time
100 Richmond St W
Toronto, ON M5H 3K6
Fee(s):This event has a fee
CAIA & CAASA Joint Event: Finding Your Spot in Real Estate
We're pleased to invite you to an engaging and informative discussion on the retail and institutional Real Estate market from experts. This joint event with CAASA will include speakers from Slate Securities, Alignvest, and Starlight Capital.
Please join us afterward for a networking reception with canapés and refreshments to be served.
Jimmy Khing Shan, CIO, Slate Securities
Jonathan Turnbull, Managing Partner, Alignvest Student Housing
Michelle Wearing, Starlight Capital
Isaac Lempriere, Senior Research Analyst, Prime Quadrant
4:30-5:00 PM Registration
5:00-6:00 PM Panel Discussion
6:00-7:00 PM Networking Reception
Time and Date
Thursday, October 4th, 2018
4:30 PM to 7:00 PM
100 Richmond St W
11th Floor Toronto, ON M5H 3K6
Entrance inside the Sheraton Hotel
Members: USD 30
CAASA Members: USD 30
Non-Members: USD 50
Organization: Prime Quadrant
Isaac is a Senior Research Analyst at Prime Quadrant, a family office advisor with over $4.5 billion in assets under advisory. Over the past four years Isaac has focused on manager research and due diligence within the alternative investment space across several asset classes including real estate. Isaac previously worked as an Investment Analyst in the Quantitative Equities Team at TD Asset Management and co-authored a research paper on the low volatility anomaly that was published by Canadian Investment Review.
Organization: Slate Securities
Jimmy Khing Shan is the CIO of Slate Securities, a registered investment management platform specializing in real estate investing, across the public and private real estate markets. In his function as CIO, Jimmy leverages the Slate Asset Management Integrated Real Estate Platform, which has $6billion in assets and includes over 70 real estate professionals located in Canada, US and Europe that underwrite and actively manage real estate assets.
Mr. Shan’s experience includes 15 years experience in equity research where his coverage was on both large-cap and small-cap Real Estate Investment Trusts/Real Estate Operating Companies, property services as well as other non-real estate public companies. He was among the top stock pickers in the real estate category in 2007, 2012, 2013 and 2015 according to Starmine. He is also a highly-ranked analyst according to Brendan Woods surveys.
Mr. Shan worked previously at GMP Securities, National Bank Financial, Merrill Lynch and KPMG. He was a co-Author of REIT Foundations, a 330-page compilation on the basics of investing in Real Estate Investment Trusts.
He holds a Masters of Business Administration and Bachelor of Business Administration from Schulich School of Business, York University and a Chartered Accountant/Chartered Professional Accountant designation
Organization: Alignvest Student Housing
Jonathan Turnbull joined Alignvest in 2017 and is a Trustee of the REIT and a Partner of the General Partner. Prior to Alignvest, Mr. Turnbull founded Dundee Private Equity and was Chief Executive Officer and Chief Financial Officer of Dundee Acquisition Ltd., the first special purpose acquisition company completed in Canada. Mr. Turnbull spent the last three years overseeing the PBSA activities of Dundee Acquisition, including the diligence and negotiation of over $400 million of PBSA acquisitions in Canada. Over $100 million of these acquisitions closed into the Dundee Acquisition/Woodbourne joint-venture – the single largest PBSA transaction ever completed in Canada.
Previously, Mr. Turnbull spent over 20 years managing and executing investment banking, equity capital markets and debt capital markets businesses in New York and London for Salomon Brothers and Citigroup. Mr. Turnbull was Global Head of Citigroup’s Infrastructure business. He has advised on M&A transactions valued at over $300 billion and raised over $50 billion for his clients in the infrastructure, telecom, media and technology sectors. Mr. Turnbull holds an HBA in Business Administration from the Richard Ivey School of Business.
Organization: Starlight Capital
Michelle joined Starlight Capital in 2018 as part of the Global Real Estate team. She has over 9 years of business and investment experience, primarily in real estate. Prior to joining Starlight Capital, Michelle most recently held a position with TD Securities Inc. where she served as an Associate in Equity Research, covering Canadian REITs and REOCs. Prior to that, she held various positions at KPMG LLP in consumer markets and valuations. Michelle is a Chartered Professional Accountant and Chartered Business Valuator and earned a Bachelor of Commerce from Queen’s University in 2009.