Wednesday, December 2, 2020

10:00 AM
OPENING REMARKS

Jaime McKenna

Ted Willcocks

Jaime McKenna, Managing Director & Group Head, Real Estate Fengate Asset Management
Ted Willcocks, President & CEO, Triovest


10:01 AM
VIDEO PRESENTATION: WHAT A YEAR IT HAS BEEN

10:08 AM
VIDEO PRESENTATION: WHAT A YEAR THIS HAS BEEN THOUGHT LEADERSHIP FROM THE C-SUITE

What was the greatest challenge that you faced this year? As you look forward to 2021, what do you foresee on the horizon?

Donald Clow

Michael Emory

Shenoor Jadavji

Brett Miller

Laurence Vincent

Donald Clow, President & CEO, Crombie REIT
Michael Emory, President & CEO, Allied Properties REIT
Shenoor Jadavji, Founder & President, Lotus Capital Corp.
Brett Miller, Chief Executive Officer, Canderel
Laurence Vincent, Co-President, Prevel


10:30 AM
WHAT IS THE OUTLOOK FOR CANADA, THE U.S. AND GLOBAL ECONOMIES FOR 2021? 

Benjamin Tal, Deputy Chief Economist, CIBC World Markets Inc.

Commentary:
Jon Love
, Chief Executive Officer, KingSett Capital


11:17 AM
OVERVIEW OF THE OFFICE, RETAIL, INDUSTRIAL AND MULTI-UNIT RESIDENTIAL MARKETS: INVESTMENT, LEASING AND DEVELOPMENT

An overview of how the apartment, industrial, office, and retail markets have performed across Canada during the past twelve months from leasing, investment and development perspectives. Where are the market fundamentals trending at this time, e.g. vacancy rates, absorption rates, cap rates?

Amy Erixon

Colin Johnston

Amy Erixon, Principal & President, Global Investment Management, Avison Young
Colin Johnston, President, Research Valuation and Advisory, Altus Group


11:51 AM

A SERIES OF THREE THOUGHT LEADERSHIP PRESENTATIONS

Introduction:
Daniela DeTommaso
, Vice President, Residential Lending Solutions, Product Transformation & Data Strategy, FCT

KEYNOTE ADDRESS  
THANK YOU FOR BEING LATE: AN OPTIMIST'S GUIDE TO THRIVING IN A WORLD BEING TRANSFORMED BY TECHNOLOGY, GLOBALIZATION CLIMATE CHANGE AND AN UNPRECEDENTED PANDEMIC

Thomas Friedman, bestselling author of The World is Flat and New York Times foreign affairs columnist renowned for his direct reporting and accessible analysis of complex issues shaping the world. Winner of three Pulitzer Prizes, Vanity Fair called him “the country’s best newspaper columnist.” His many other bestsellers included The Lexus and the Olive Tree called “simply the best book written on globalization.” Ranked #2 on The Wall Street Journal's list of “influential business thinkers” and named to the 2011 Thinkers50 and the 2013 list of Foreign Policy's Top Global Thinkers, Friedman is considered one of “America's Best Leaders” by US News & World Report. He will also comment on the outcome of the 2019 U.S. elections held on November 3.

Commentary:
Jon Love
, Chief Executive Officer, KingSett Capital


12:43 PM
AS COVID-19 IS ONE OF THE GREATEST CHALLENGE OF OUR LIFETIMES, HOW IS IT CHANGING HUMAN ATTITUDES AND BEHAVIOURS? HOW HAS THE PANDEMIC AFFECTED ORGANIZATIONS AND THEIR CULTURE?

COVID-19 is one of the most unprecedented and significant global events in our lifetimes. As such, it is changing various human attitudes and behaviours, and consequently forcing organizations to respond accordingly to the needs of their individual employees and teams. However, the need to respond will not end whenever the virus’s immediate threat eventually recedes. Imagine that things are back to normal. We can meet face to face. Travel is possible. All goods are easy to buy. However, to what extent has COVID-19 forever changed the experience of being a customer, an employee, a citizen, and a person? Will we see behaviour change for some time to come as a result? Has there been a change in the way we think? How will that affect the way we design, build and manage the various services that people need and want? The answers to these questions will lie in the way people react and how individuals, families and social groups—all sources of creative innovation—evolve to new ways to live.

Sir Cary Cooper

Stephen Sender

Sir Cary Cooper, Professor, Director & Founder of Robertson Cooper, 50th Anniversary Professor of Organizational Psychology & Health, MBS Manchester University. The world's leading expert in social well-being.

Interviewed by:
Stephen Sender
, Trustee of various REITs


1:16 PM

Introduction:
Dale Ponder
, Co-Chair, Osler, Hoskin & Harcourt LLP

INSIDE THE MIND OF STEPHEN POLOZ: IN CONVERSATION WITH BLAKE HUTCHESON ON ECONOMIC AND POLITICAL TRENDS

An exceptionally unique discreet and candid discussion with the former Governor of the Bank of Canada on some of the most significant monetary policy decisions that he faced. What was the background, for example, to the quick and coordinated decisions that the Governor made when the potential severity of the pandemic and its implications became clear in March? On the political front, the U.S. elections will have been held on November 3rd. What are his perspectives on the outcomes and their impacts on trade, Canadian economic policies, and on relations in general between the two countries? A conversation not to be missed.

Stephen Poloz

Blake Hutcheson

Stephen Poloz, former Governor of the Bank of Canada and Special Advisor, Osler, Hoskin & Harcourt LLP

Interviewed by:
Blake Hutcheson
, President & CEO, OMERS

Commentary:
Jon Love
, Chief Executive Officer, KingSett Capital


1:55 PM
PLENARY SESSIONS (SELECT A1 or A2)

SESSION A1
THE RISKS, CHALLENGES AND BEST OPPORTUNITIES IN CANADA AND GLOBALLY FOR INVESTORS IN A POST-PANDEMIC MARKET

When the current year began, the appetite and interest in CRE investment in the first two months across Canada resulted in a projected potential of breakthrough to a new level of $50 billion in capital market activity - $5 billion more than in 2019 as well as exceeding the previous record in 2018. What has transpired over the remainder of the years since March due to the impact of COVID-19 on monetary and fiscal policies, business, consumers, asset valuations, and the availability and cost of capital? How much investment activity occurred under these market conditions? What is likely to happen once the pandemic comes to an end? What will be the most desirable property classes? How are major organizations viewing the construction of their portfolio as they prepare for 2021?

Peter Senst

Michael Cooper

Rob Kumer

Dennis Lopez

Paul Mouchakkaa

Blair Welch

Moderator:
Peter Senst
, President, Canadian Capital Markets, CBRE Limited

Panel:
Michael Cooper
, President & Chief Responsible Officer, Dream
Rob Kumer, Chief Investment Officer, KingSett Capital
Dennis Lopez, Chief Executive Officer, QuadReal Property Group
Paul Mouchakkaa, Managing Partner and Head of Canadian Investment Management, BentallGreenOak
Blair Welch, Co-Founder, Slate Asset Management


SESSION A2
IS COVID-19 AN OPPORTUNITY TO RETHINK HOW CITIES LOOK & FUNCTION: FROM EXISTING BUILDINGS TO NEW DEVELOPMENT – FROM EDGE CITIES TO MAIN STREETS

Over the centuries, cities have proven to be adaptable organisms. More efficient than rural areas and more flexible than suburbs, they are constantly reinventing themselves – sometimes so quickly that it’s startling, sometimes so slowly that we don’t even notice. The world after COVID-19 will be different as it is after any disaster. The pandemic is accelerating changes that have been brewing in cities for a long time. Architects and planners are already seeing changes both in Canada and around the world that could become permanent. What will the result be? A new kind of city, different than what we have seen before? A city that should be able to withstand shocks like COVID-19 in a sturdier fashion? Over the short and long term, certain aspects of city life will shift from the use of streets and transit to the design of buildings and the spaces within them. This session will examine the urban evolution that is occurring and how the pandemic may be simply accelerated what could be an inevitable transformation.

Brian McCauley

George Dark

Rachel MacCleery

Amanda O’Rourke

Dermot Sweeny

Moderator:
Brian McCauley
, President & CEO, Concert Properties

Panel:
George Dark
, Partner, Urban Strategies
Rachel MacCleery, Senior Vice President, Urban Land Institute and lead for the Building Healthy Places Initiative
Amanda O’Rourke, Executive Director, 8 80 Cities
Dermot Sweeny, President, Sweeny &Co Architects Inc.


2:55 PM
POLL RESULTS

3:00 PM
NETWORKING IN THE LOUNGE