Ottawa REAL ESTATE FORUM
Transcription
Ottawa REAL ESTATE FORUM
www.realestateforums.com INFORMATION TO BUILD ON! Ottawa REAL ESTATE FORUM Canada’s Leading Annual Real Estate Conferences Hear informative speakers! Stay up-to-date on the latest trends! Make personal contacts! BE SURE TO TAKE ADVANTAGE OF OUR UPCOMING EVENTS! Vancouver Real Estate Leasing Conference Thursday, October 10, 2013 • Ottawa Conference and Event Centre October 17, 2013 • Vancouver Conference Centre December 3, 2013 Metro Toronto Convention Centre, South Building PRESENTER BIOGRAPHIES Calgary Real Estate Forum October 29, 2013 • Calgary TELUS Convention Centre Toronto Real Estate Forum December 4 - 5, 2013 Metro Toronto Convention Centre, South Building Vancouver Real Estate Forum February 20, 2014 • Vancouver Convention Centre West February 13, 2014 Palais des congrès de Montréal February 25, 2014 Metro Toronto Convention Centre, North Building Montreal Real Estate forum April 1, 2014 • Fairmont The Queen Elizabeth Winnipeg Real Estate Forum March 25, 2014 Metro Toronto Convention Centre, South Building April 29, 2014 • Winnipeg Convention Centre Montreal Real Estate Leasing Conference May 6, 2014 • Palais des congrès de Montréal April 10, 2014 Metro Toronto Convention Centre, South Building edmonton REal Estate Forum May 8, 2014 • Shaw Conference Centre Quebec City Real Estate Forum May 13, 2014 Metro Toronto Convention Centre, North Building May 27, 2014 • Fairmont Le Château Frontenac Calgary Real Estate Leasing Conference June 3, 2014 • Calgary TELUS Convention Centre September 9, 2014 Metro Toronto Convention Centre, North Building OTTAWA REAL ESTATE FORUM October 9, 2014 • Ottawa Conference & Event Centre Saskatchewan REal Estate Forum September 10, 2014 Metro Toronto Convention Centre, North Building Biographies Sponsor April 2015 • Saskatoon June 2015 • World Trade & Convention Centre, Halifax October 2014 Metro Toronto Convention Centre, North Building For details on these conferences and to register online visit www.realestateforums.com Sponsorship and advertising opportunities available. Contact Frank Scalisi at [email protected] or 416-512-3815 13-078 ATLANTIC REAL ESTATE FORUM Trends, Strategies, Issues & Opportunities for Leasing, Investment & Development CITI PRIVATE BANK IS PROUD TO SUPPORT ThE Ottawa Real Estate Forum As a client of Citi Private Bank, you may gain access to a vast network of expertise that is focused on you and your family. Your Private Banker is committed to understanding your needs and combines experience with insight to help fulfill your financial goals and build your wealth legacy now and for generations to follow. To discuss our products and services, please contact Annie Hu at 416-947-4187. YOUR WEALTH Can Do More Than You Think. Citi Private Bank provides access to opportunities for your wealth legacy, combining the global network of Citi with local insight. So you can give life to projects that make an impact. We can help you manage your wealth for generations. For an office near you, or to learn more, visit citiprivatebank.com. Citi Private Bank is a business of Citigroup Inc. (“Citigroup”), which provides its clients access to a broad array of products and services available through bank and non-bank affiliates of Citigroup. Not all products and services are provided by all affiliates or are available at all locations. Citi and Citi with Arc Design are registered service marks of Citigroup Inc. or its affiliates. Citi Private Bank is a business of Citigroup Inc. (“Citigroup”), which provides its clients access to a broad array of products and services available through bank and non-bank affiliates of Citigroup. Not all products and services are provided by all affiliates or are available at all locations. In Canada, Citi Private Bank is a division of Citibank Canada, a Schedule II Canadian chartered bank. Certain investment products are made available through Citibank Canada Investment Funds Limited (“CCIFL”), a wholly owned subsidiary of Citibank Canada. Investment Products are subject to investment risk, including possible loss of principal amount invested. Investment Products are not insured by the CDIC, FDIC or depository insurance regime of any jurisdiction and are not guaranteed by Citigroup or any affiliate thereof. CCIFL is not currently a member, and does not intend to become a member of the Mutual Fund Dealers Association of Canada (“MFDA”); consequently, clients of CCIFL will not have available to them investor protection benefits that would otherwise derive from membership of CCIFL in the MFDA, including coverage under any investor protection plan for clients of members of the MFDA. Citi and Citi with Arc Design are registered service marks of Citigroup Inc. or its affiliates. CCIFL is not currently a member, and does not intend to become a member of the Mutual Fund Dealers Association of Canada (“MFDA”); consequently, clients of CCIFL will not have available to them investor protection benefits that would otherwise derive from membership of CCIFL in the MFDA, including coverage under any investor protection plan for clients of members of the MFDA. INVESTMENT PRODUCTS: NOT FDIC INSURED • NOT CDIC INSURED • NOT GOVERNMENT INSURED • NO BANK GUARANTEE • MAY LOSE VALUE © 2013 Citigroup Inc. All Rights Reserved. INVESTMENT PRODUCTS: NOT FDIC INSURED • NOT CDIC INSURED • NOT GOVERNMENT INSURED • NO BANK GUARANTEE • MAY LOSE VALUE © 2013 Citigroup Inc. All Rights Reserved. 1126914_Ottawa_Real_Estate_Forum_Ad.indd 1 In Canada, Citi Private Bank is a division of Citibank Canada, a Schedule II Canadian chartered bank. Certain investment products are made available through Citibank Canada Investment Funds Limited (“CCIFL”), a wholly owned subsidiary of Citibank Canada. Investment Products are subject to investment risk, including possible loss of principal amount invested. Investment Products are not insured by the CDIC, FDIC or depository insurance regime of any jurisdiction and are not guaranteed by Citigroup or any affiliate thereof. 8/28/13 4:31 PM Citibank, N.A. Member FDIC PRESENTERBIOGRAPHIES Aik Aliferis Brent Arseneau Sam Barbieri Principal Primecorp Commercial Realty Inc. [email protected] Leasing Manager Colonnade Management [email protected] Senior Vice President, Asset Management LaSalle Investment Management [email protected] Aik Aliferis is one of the founding partners of Primecorp Commercial Realty. He has over 25 years of experience in Canada’s real estate market, developing a reputation for commitment and an ability to execute and consummate even the most complicated transactions. Aik has earned the respect of the industry and has become one of the most influential multi-family brokers in Canada. His client list includes some of the largest institutional and corporate landlords in the country in both the multi-residential and the commercial sectors. Aik has sold apartment and commercial investment properties with a total asset value approaching $4.0 billion. He has been instrumental in making the Primecorp brand one of Canada’s premiere real estate advisory groups. Aik’s achievements continue with his personal commitment to the industry as a featured speaker at many industry conferences throughout Canada. Brent Arseneau, as Leasing Manager and Broker of Record, plays a key role in the negotiation, leasing and marketing of Colonnade Management's nearly 4 million square feet of office, retail and industrial properties across the entire Ottawa Region. He works closely with asset managers and private owners to ensure their annual leasing programs meet the objectives of their asset management and business strategies. Sam Barbieri is Senior Vice President of Asset Management with LaSalle Investment Management Canada. Sam joined the LaSalle Investment Management Canadian team in July 2006 and since that time has taken over assets in the GTA, Montreal and Ottawa regions. He is responsible for properties held in several co-mingled funds, in addition to a number of separate client accounts. Aik has had the honour of being the 2009 Co-Chairman of the Canadian Apartment Investment Conference. Brent has worked in the Ottawa market since 2003, having started his commercial real estate career in Toronto in 2001. During his 12 years in the industry, Brent has gained extensive market knowledge and transaction experience that provides first class service to the clients of the Colonnade Group of Companies. Prior to joining LaSalle Investment Management, Sam served as a General Manager, Property Management with Bentall Capital LLP for a major downtown office and retail portfolio. Prior to this position, he was employed at Oxford Properties Group as General Manager, Real Estate Management responsible for a portfolio of office assets totaling 1.8 million square feet of rentable area located in downtown Toronto. Sam has 19 years of commercial real estate and asset management experience on behalf of major institutional clients, focusing on office, industrial, retail and residential assets. PRESENTERBIOGRAPHIES Paul Bennett Ugo Bizzarri Michael Church Vice President, Broker Colliers International [email protected] Founding Managing Director, Portfolio Management & Investments Timbercreek Asset Management [email protected] Principal & Managing Director Avison Young [email protected] Paul Bennett’s specialty is representing users of office property in purchasing, sales or lease transactions. Ugo Bizzarri is a Founding Managing Director of Timbercreek Asset Management, responsible for Portfolio Management and Investments. He is also a Director and Chief Financial Officer for the Timbercreek Mortgage Investment Corporation, as well as the Timbercreek Senior Mortgage Investment Corporation. Michael Church entered Ottawa’s Commercial Real Estate industry in the summer of 1987 when he joined the Regional Group of Companies. He subsequently worked with Cushman & Wakefield before opening the Ottawa Office of Canadian based Avison Young in October of 2007. Paul is a founding member of Colliers International in Ottawa. He was one of three partners who combined resources to form Colliers’ Ottawa office in 1992. Today, Paul is a Vice President and a past Broker of record in the Ottawa office. Paul’s tenant representation team was responsible for securing a lease for Adobe Systems (125,000 square feet). Upon its completion, he was subsequently appointed the Landlord’s representative for the final phase and was successful in arranging a new lease with the Province of Ontario for 105,000 square feet. Ugo has 20 years of experience in the valuation, acquisition and disposition of investment-grade cash-flowing real estate, and as such leads the Timbercreek team that is responsible for the acquisition and disposition of direct real estate, and the underwriting and funding of commercial mortgage investments that are secured by direct real estate. In this capacity, Ugo and his team have been responsible for underwriting, financing and acquiring approximately $2.1 billion worth of multi-residential real estate on behalf of Timbercreek and its partners, and have constructed and managed a diversified debt portfolio of over $800 million in Timbercreeksponsored commercial mortgage investments. Michael’s career has focused primarily on Tenant Representation services prior to joining Avison Young. Throughout his career while representing major client tenants, several new office buildings appeared in Ottawa’s inventory of class “A” Ottawa space. In recent years, Michael’s responsibilities have expanded to include building the Avison Young brand in Ottawa and growing its Ottawa presence. Now with a staff of nine sales representatives and brokers, Avison Young’s Ottawa office deals with all aspects of commercial leasing (Office, Industrial, Retail) as well as investment sales, property management, mortgage brokerage services and strategic asset management. PRESENTERBIOGRAPHIES George Dark Glenn Featherstone George Fiddler Partner Urban Strategies Inc. [email protected] Vice President, Retail Leasing Morguard [email protected] Senior Vice President, Retail – Central North America Ivanhoé Cambridge [email protected] George Dark is an urban designer, landscape architect and Fellow with the Canadian Society of Landscape Architects and a full member of the American Society of Landscape Architects. In George’s over 30 years of professional experience, he has earned a reputation as one of Canada’s most accomplished and creative urban designers, working on diverse projects across North America and in the Caribbean. George’s work has won numerous prestigious awards – 13 in the last 5 years alone – on projects as diverse as the Ottawa Escarpment District Area Plan, Cornell University Comprehensive Campus Master Plan, City of St. Paul Central Corridor Development Strategy and Youngstown Ohio Vision. His work has been honoured by the American Planning Association, the Canadian Institute of Planners, the Canadian Society of Landscape Architects, the Ontario Professional Planners Association, to name a few. George is deeply committed to furthering the quality of the Urban Design profession, and maintains a high level of involvement in urban and conservation-focused agencies and organizations. Glenn Featherstone began his real estate career providing strategic location analysis, planning and execution for a major Canadian Bank. In the subsequent 25 years, Glenn has worked throughout Canada, the northeast U.S. and California in a wide range of roles with an emphasis on identifying and executing real estate strategies with both an operational and asset optimization objective. He has been directly responsible for completing development/leasing deals for the Cinema industry, the hard goods industry and numerous fashion concepts on behalf of both tenants and landlords. Currently, Glenn directs the leasing and lease administration function at Morguard Investments for 48 retail properties representing more than 13 million square feet and more than 400 deals per annum. He leads a group of more than 25 people, including some of Canada’s most senior dealmakers, in the development and implementation of property specific strategies designed to optimize market positioning and value. George Fiddler, as Senior Vice President, Retail – Central North America, is responsible for overseeing the Ivanhoé Cambridge properties in the Central Region of North America. He ensures that each property is positioned strategically within its respective market, oversees leasing, operations and marketing, and works closely with the company’s Development, Finance, Operations and Legal Affairs teams. George began his career in 1983 at Cambridge Shopping Centres. Between 1983 and 1987 he worked at a number of properties. In late 1987, he began working in Leasing in Toronto. In 1996 he was appointed Vice President, Leasing, Shopping Centre Group. Following this, George served as Vice President, Eastern Business Unit, Asset Management Group, and then as Senior Vice President, Central Region, before assuming his current position. PRESENTERBIOGRAPHIES Richard Getz Hugh Gorman Dan Gray Vice President, Retail Colonnade Development [email protected] Principal Bridgeport Realty Capital Partners [email protected] Vice President, Leasing Bentall Kennedy (Canada) LP [email protected] Richard Getz is entering his 34th year in the shopping centre industry in Ottawa in 2014. Richard began his career with Campeau Corporation followed by 4 years as part of the Rideau Centre Management team. Following 16 successful years in retail leasing and sales, first with Ottawa’s Regional Group, then at Royal LePage Commercial, he joined Colonnade in January 2004. Since that time Colonnade has developed centres in Eastern Ontario which include national retailers such as Wal-Mart, Canadian Tire, Loblaw, Rona, Staples, LCBO, Dollarama, Scotiabank, TD Canada Trust, Tim Hortons and A&W. Hugh Gorman has over 20 years of diverse real estate experience. Throughout his career, Hugh has worked with many of Canada’s largest pension funds, landlords and private companies. Hugh cofounded BridgePort Realty Capital Partners in 2009. BridgePort is a boutique real estate investment and operating company with offices in Ottawa and Toronto. BridgePort creates a pipeline of unique real estate investment opportunities for itself and its private and institutional partners. Dan Gray is Bentall Kennedy’s Vice President in the Ottawa regional office responsible for leasing and development activities, reporting directly to the Executive Vice President, Eastern Canada. He has 21 years of real estate experience, of which the last 13 years have been in expanding roles with Bentall Kennedy. Richard also oversees retail leasing for Colonnade’s managed properties in Ottawa and for its development clients. He also assists Colonnade’s affiliate, Site Cast Construction, which was the wall supplier to the new Toronto Premium Outlets in Halton. Currently he is a member of the Campaign Cabinet and is past Chairman of the Leaders for Mental Health Breakfast for the Royal Ottawa Foundation for Mental Health. Prior to this, Hugh spent almost 10 years with Oxford Properties Group where most recently he was Vice President, Industrial, Canada and Vice President, Global Principle Investment. Hugh has been actively involved in The Building Owners and Managers Association and has served as President BOMA Ottawa, BOMA Canada and as a member of the BOMA International Executive Committee. He has received awards for his outstanding contribution to the association and real estate community. Bentall Kennedy acts for prominent public and corporate pension funds, life insurance companies, endowments and other funds. In Canada, Bentall Kennedy offers a comprehensive, integrated menu of asset and portfolio management, property management, leasing and development services. In the U.S., a full range of investment advisory services are provided to clients coast-to-coast. Bentall Kennedy’s continent-wide platform is executed by more than 1,300 employees at 14 offices located across Canada and in key U.S. markets. In Ottawa they are responsible for management of approximately 3 million square feet of CBD and suburban A Class office space. PRESENTERBIOGRAPHIES PRESENTERBIOGRAPHIES Alfred Hendry Lawrence Hildebrand Peter Hume Chief Executive Officer Homestead Land Holdings Limited [email protected] Principal Northwest Atlantic (Canada) Inc. [email protected] Councillor City of Ottawa [email protected] Alfred Hendry is the Chief Executive Officer of Homestead Land Holdings Limited. He joined the company as Vice President Acquisitions and Corporate Development in 1999 and has since participated as a key member of the executive committee. Prior to joining Homestead, Alfred was employed at a major Chartered Bank and held various positions in Business Banking and Risk Management. Lawrence Hildebrand joined Northwest Atlantic in 1992 and became a Principal of the firm in 2008. Lawrence has over 25 years of experience in the real estate industry with the majority of them specializing in retail tenant representation with Northwest Atlantic. Peter Hume is a Municipal Councillor for the City of Ottawa. For the last 21 years, he has represented the community of Alta Vista at the regional and municipal levels of government. Peter was appointed Chair of the City of Ottawa’s Planning and Environment Committee in 2003 and in 2011, following a restructuring of the city’s standing committees, was named Chair of the City of Ottawa Planning Committee. Peter has been focused on the City’s planning and development issues for more than 10 years. He participates in major planning conferences both close to home here in Canada as well as in the United States. Peter is also a member of the City of Ottawa’s Finance and Economic Development and Environment Committees. He has held a seat on the Hydro Ottawa Holding Inc. Board of Directors since 2004 and served on the Hydro Ottawa Governance and Compensation Committee from 2006 to 2009. He continues to work with AMO as a Director and in 2012 was appointed Chair of the AMO Waste Management Task Force. Homestead Land Holdings Limited is a tenant-oriented, progressive private real estate company engaged in the construction, acquisition and management of multi-family residential projects in major Ontario cities. The company was founded approximately 60 years ago and owns a portfolio of over 24,000 residential units. The portfolio is geographically diversified throughout Ontario with properties in Ottawa, Toronto, Kingston, Hamilton, London, Kitchener, Guelph, Brantford, Burlington, Oakville, Mississauga and Sarnia. Lawrence has represented many of North America’s finest retailers including Target, Bed Bath & Beyond, PetSmart, Old Navy, Adidas, Chapters Bookstores, Best Buy, and Cineplex Theatres. His skill and experience allows him to implement a complete expansion program; from initial market strategies, through site analyses and deal negotiations. Lawrence has vast market knowledge and experience covering areas from Ontario to Atlantic Canada. Prior to joining Northwest Atlantic, Lawrence spent 4 years with a major North American developer, adding to his real estate skills. PRESENTERBIOGRAPHIES Stan Humphreys Lisa Lafave Bruce Lazenby Director, Leasing Cominar REIT [email protected] Senior Portfolio Manager, Real Estate HOOPP [email protected] President & CEO Invest Ottawa [email protected] Stan Humphreys has overall responsibility of marketing and leasing Cominar's 2 million square feet of office buildings in the Ottawa Region. He has been with his current portfolio since 1998 which was purchased by Cominar in September 2012. Lisa Lafave is Senior Portfolio Manager, Real Estate at the Healthcare of Ontario Pension Plan (HOOPP) and Vice President of HOOPP Realty Inc. In this capacity, Lisa is responsible for acquisitions, dispositions and portfolio management of direct real estate investments with a market value in excess of $5.6 billion. The portfolio comprises office, industrial and retail properties in all major Canadian markets. Bruce Lazenby, throughout his career, has excelled at driving change and creating collaborative partnerships to meet clear and compelling business goals - with gusto. After serving 20 years in the military, Bruce went on to serve in senior technology executive positions including 6 years as CEO with Ottawa’s FreeBalance Inc. Stan has been active in Ottawa’s real estate industry for the past 33 years with experience in residential sales, commercial property management and office leasing. Lisa oversees 15 different external real estate management firms to meet the pension plan target returns and has successfully delivered superior investment returns over all IPD benchmarks. She has also spearheaded and implemented HOOPP's Environmental Management Policy and established the portfolio carbon baseline in 2008. As a speaker at many "green" investment conferences, Lisa illustrates how fiduciary responsibility can be compatible with sustainability objectives. Prior to joining Invest Ottawa, Bruce was Chairman of the Ottawa Software Cluster for 6 years and Vice President in Canada for Corum Group Ltd. – the world’s largest software M&A advisory firm. As CEO of FreeBalance, an enterprise software company, Bruce raised millions of dollars in venture capital and debt financing, and helped grow the company by 300 percent. Bruce was also a Chair and executive coach with The Executive Committee – a global network of 15,000 chief executives in 16 countries. In the military, Bruce managed the financial management and accounting systems for the Department of National Defense worldwide. PRESENTERBIOGRAPHIES Mario Lefebvre Michel Léonard Steven Marino Director, Centre for Municipal Studies The Conference Board of Canada [email protected] President, CEO and Trustee BTB REIT [email protected] Vice President, Investments GWL Realty Advisors Inc. [email protected] Mario Lefebvre is Director of the Centre for Municipal Studies at the Conference Board of Canada. In this position, Mario has developed a tremendous knowledge and in-depth understanding of the economic and financial situations of Canada’s cities. He gives several speeches across the country each year and conducts numerous media interviews. Michel Léonard is one of the founders of BTB REIT and currently holds the position of President and CEO of the REIT. He is also a Trustee of the REIT. Since its public issue on October 2006 the REIT has concluded real estate acquisitions, the value of which is in excess of $500 million. Steven Marino is Vice President, Investments for GWL Realty Advisors Inc. GWLRA is a full service real estate advisory firm with $15 billion of assets under management on behalf of institutional and pension fund real estate investors. Previous to his current position, Mario was a Senior Research Associate in the Economic Services Group at the Conference Board. He had a major role in several international projects in countries such as Tunisia, Morocco and Ukraine, working closely with each country’s Ministry of Finance. From 1991 to 1997, Mario was an economist at the Bank of Canada, where he worked at the Research Department and at the International Department. Michel has more than 28 years of experience in commercial real estate and he has helped hundreds of organizations of regional and national scale in: Acquisitions, leasing and development transactions; Strategic planning and analysis; Implementation of complex relocation and renegotiation assignments; Taking advantage of financial markets to leverage equity; Development and built-to-suit transactions. Michel has a solid knowledge of Canadian jurisprudence. He has spearheaded numerous real estate transactions throughout Canada and the U.S. in leasing, renegotiations, purchases, built-to-suit projects and arbitration. Steven is responsible for the origination and execution of client investment and disposition activities in Eastern Canada. He has 17 years of industry experience and has also worked in asset management and brokerage capacities. PRESENTERBIOGRAPHIES Joe Mazzocco Blair McCreadie Steve McEwen Partner, Investments KingSett Capital [email protected] Head of Canadian Real Estate Standard Life Investments (Real Estate) Inc. [email protected] Managing Director CMLS Financial [email protected] Joe Mazzocco is the Co-Head of Investments at KingSett Capital, Canada’s leading private equity real estate business co-investing with institutional and high net worth clients. Joe joined KingSett Capital in 2005, after 11 years in investment banking, appraisal and information services. Blair McCreadie is responsible for the overall operation of Standard Life Investments (Real Estate) Inc. in Canada including oversight of the Standard Life Real Estate Fund portfolio management team, together with product development, marketing and business development for Canadian real estate fund products being marketed to investors. Blair has a considerable breadth of direct real estate expertise including property valuations, leasing, asset management, financing and acquisitions, and dispositions. He began his career as a project manager for a Toronto municipality, which was followed by several years as a property appraiser and consultant with two Canadian real estate companies before he joined the Standard Life Group in 1997. Steve McEwen’s early years in the real estate industry were with a U.S. based life insurance company and an international public accounting firm. In 1999, he established the Ottawa office of a commercial real estate lending firm. Joining CMLS Financial in 2012, Steve offers borrowers expertise in construction and bridge, and permanent mortgage finance secured by multifamily, retirement, office, industrial, retail, hospitality and P3 projects. KingSett uses active management to create premium risk weighted returns for its various investment strategies. Since 2002, KingSett has successfully raised $4 billion of equity for its Growth Strategy and Income Strategy funds and completed over $16 billion of acquisitions, dispositions and mortgage lending. KingSett currently has over $5 billion of assets under management and on behalf of its KingSett Real Estate Growth LP No. 5 and KingSett Canadian Real Estate Income Fund have over $1 billion to invest in income producing properties, development, joint ventures and mortgage lending for the remainder of 2013. Until his recent promotion to Head of Canadian Real Estate, Blair has been focusing on acquisitions and dispositions as well as oversight and leadership for the SLREF. Blair has also been actively involved in the launch of the new Canadian Real Estate Fund (CREF) where he will be the Fund’s manager. CMLS Financial is one of Canada’s largest, independently owned mortgage services company. Founded in 1974, CMLS Financial provide lending solutions to real estate owners and developers and related services to some of Canada’s most prominent financial institutions, insurance companies, investment managers and others. CMLS Financial originates over $2 billion of annual loan funding and currently manage a mortgage portfolio of more than $6 billion. PRESENTERBIOGRAPHIES Mike McGahan John McKinlay Sandy McNair President CLV Group [email protected] Senior Vice President, Acquisitions Bentall Kennedy (Canada) LP [email protected] President Altus InSite [email protected] Mike McGahan is the Chief Executive Officer and a Trustee of the REIT. In addition, Mike is President and Chief executive Cfficer of CLV Group Inc. (“CLV”), the property manager for the REIT. CLV is a company that focuses on providing “Complete Real Estate Solutions”, including property management, real estate brokerage, mortgage brokerage, residential rentals, commercial leasing and construction. John McKinlay is Senior Vice President, Acquisitions for Bentall Kennedy in Canada. As the company’s senior Canadian acquisition officer, he is responsible for the sourcing and negotiating of acquisition opportunities throughout the country and across all asset classes. Sandy McNair is the President of Altus InSite, a division of Altus Group. Sandy and the Altus InSite team work closely with a wide range of commercial real estate occupants, owners, investors, lenders, managers, advisors and industry associations located across Canada. Prior to joining Bentall in 2003, John held the position of Senior Portfolio Manager and Co-Head of General Electric Capital’s Real Estate Asset Management Group. In this role, he was directly responsible for asset transactions, while jointly managing the professionals in the Asset Management group. Since 1996 the goal of Altus InSite has been to increase the investment appeal, credibility and performance of commercial real estate by creating quality processes that establish market data and performance perspective that are: National and Consistent, Accurate and Timely, Credible,Transparent and Independent. Mike has over 25 years of experience in the real estate business focusing on the multiresidential apartment and commercial properties sectors and has successfully bought, sold, financed and managed over 200 properties valued in excess of $1 billion. Through CLV and InterRent REIT, Mike presently manages a portfolio of over 8,000 residential units and 300,000 square feet of commercial properties. He has been a licensed real estate agent and mortgage broker for over 25 years. Bentall Kennedy is one of North America’s largest real estate investment advisors and one of its foremost providers of real estate services. Bentall Kennedy serves the interests of more than 500 institutional clients across 145 million square feet of office, retail, industrial, apartment, and medical office properties totaling over $30 billion throughout Canada and U.S. Prior to launching InSite Real Estate Information Systems, Sandy gained a wealth of perspective with several commercial real estate firms including, a real estate developer, an architectural firm, a software developer, a financial institution and a hotel management company. In 2006 InSite was acquired by Altus Group. PRESENTERBIOGRAPHIES PRESENTERBIOGRAPHIES Pierre-Marc Mongeau Bernie Myers Stephen Nicoletti Assistant Deputy Minister, Real Property Branch, Public Works & Government Services Canada Vice President, Eastern Canada, Office/Industrial Morguard [email protected] Managing Director, Eastern Canada Manulife Real Estate [email protected] Bernie Myers, as Vice President, Eastern Canada, Office & Industrial, oversees the Asset, Property Management and Leasing for Ottawa and Montreal. Bernie’s real estate career has been based in Calgary, Montreal and Ottawa. Stephen Nicoletti joined Manulife in 2005 and is responsible for the overall asset management, leasing and operations of Manulife’s more than 2.4 million square feet real estate portfolio in Eastern Canada which includes properties in Ottawa and Montreal. [email protected] Pierre-Marc Mongeau was named Assistant Deputy Minister, Real Property Branch in April 2013. Prior to this appointment, he served as Assistant Deputy Minister, Parliamentary Precinct Branch from 2010 and Acting Associate Assistant Deputy Minister, Real Property Branch starting in 2009. As Assistant Deputy Minister, Pierre-Marc leads a national organization of 3,600 employees that houses over 270,000 public servants in one of the largest real estate portfolios in Canada. Holdings encompass more than 7 million square metres of office space, as well as a number of major engineering assets. Pierre-Marc is also accountable for the branch’s modernization of business practices to help the department achieve its spending reduction commitments. Real Property Branch operates on an annual $3 billion gross budget and provides optional services to the government through a revolving fund with an annual business volume of $1.5 billion. Bernie brings over 20 years in senior positions in portfolio management, asset management, acquisitions and dispositions, leasing and property management with responsibilities across Western Canada, Ottawa and Montreal. Active in the industry, Bernie served 7 years on the board of BOMACalgary, including 2 as President. Bernie served on the Board of Governors of the University of Calgary for 6 years. He has participated in panels at industry forums in Calgary, Ottawa, Montreal, Toronto, Vancouver and Edmonton. . Stephen has an extensive background in the commercial real estate industry with more than 25 years of experience. Prior to joining Manulife, Stephen was Director of Leasing / National Capital Region with O&Y Enterprises where he was responsible for developing and implementing asset management strategies for O&Y’s significant commercial real estate portfolio. Previous roles include positions as General Manager, National Capital Region at Sun Life, Property Manager at Quadrelle Management, and Leasing Officer at Perez Bramalea. PRESENTERBIOGRAPHIES Bob Perkins Michael Polowin David Pridham Past President BOMA Ottawa [email protected] Partner Gowling Lafleur Henderson LLP [email protected] Director, Leasing Bentall Kennedy (Canada) LP [email protected] Bob Perkins is a senior real estate professional with 24 years of experience in the Ottawa market. His extensive experience in representing the interest of institutional owners of real estate in the Ottawa area has provided indepth knowledge of third party management practices and private sector methodologies. Michael Polowin is a partner in Gowlings' Ottawa office, practicing in the area of municipal and planning law. Michael advises and represents clients through the full spectrum of the development process. He has acted for some of the largest developers in Canada, and has been involved in developments throughout Ontario. Michael has also acted on behalf of municipalities on planning and development and public-private partnerships. In Michael’s real estate practice, he advises financial institutions and property owners on the acquisition, disposition and financing of property throughout Ontario. He has acted with respect to some of the most complex property transactions in the Ottawa area, including sports arenas, power centres, office complexes, residential developments and P3’s for government and private sector. David Pridham, an active member of Ottawa's office leasing community over the past 24 years, has witnessed Ottawa's market cycles from different perspectives. During the late 1980s David's career began at the grass roots level as researcher/analyst for Regional Group of Companies. David migrated to commercial brokerage in 1990 where practical leasing skills were developed at both Royal LePage Commercial and JJ Barnicke. Bob has participated in over 25 local development projects in his career. His experience in the real estate management and development sector was obtained at Canderel Management Limited (1989 -2002), CB Richard Ellis Limited (2002 2009) and more recently at The Taggart Group of Companies. Michael has practiced law since 1985 and prior to joining Gowlings in 2005, he was a partner with another national law firm, and is President of Evergreen Mortgage Corporation and Chairman of Camp B’nai Brith of Ottawa. Over the past 14 years David has worked exclusively on behalf of owners leasing a diverse portfolio of office projects. Recently he celebrated his 10th anniversary as Leasing Director with Bentall Kennedy at the landmark Sun Life Financial Centre complex in the heart of Ottawa's downtown core. PRESENTERBIOGRAPHIES Greg Rogers Nathan Smith Mark Sutcliffe Executive Vice President, Investments Minto Properties Inc. [email protected] Senior Vice President, Capital Markets Group Cushman & Wakefield Ottawa [email protected] Ottawa Entrepreneur, Writer & Broadcaster [email protected] Greg Rogers, as Executive Vice President, Investments, leads the team responsible for all acquisitions, dispositions and development of income producing apartment and commercial properties. Greg’s mandate is to assertively grow the income producing portfolio over the next 5 years with a focus on value add as well as stabilized assets. Nathan Smith, as Senior Vice President, has been actively engaged with Cushman & Wakefield (formerly Royal LePage Commercial Inc.) in Ottawa for the past 30 years. Over this period of time Nathan has transacted commercial real estate valued in excess of $2.5 billion. Mark Sutcliffe is an Ottawa entrepreneur, writer and broadcaster. He hosts a highly rated morning talk show on 580 CFRA, and a national Sunday morning political show on CPAC. Mark also writes two columns per week in the Ottawa Citizen. He's the Chief Executive Officer of Great River Media, which operates a number of media properties including the Ottawa Business Journal and iRun magazine. Mark is also a runner and fundraiser, having completed 18 marathons and raised more than $100,000 for charities. Prior to his current role, Greg was responsible for the commercial property division and for Minto Group Services. Previously, he has held executive level positions in asset management, development, portfolio management and construction for national real estate operating companies and led the consulting group for a national brokerage company. Nathan’s concentration has been exclusively focused on high-end commercial investment product, be it office, retail plazas, development land, apartment or industrial buildings located within the National Capital Region. Having successfully completed 5 segments of the intensive Commercial/Investment Real Estate Program (CCIM), Nathan has proven ability in all aspects of commercial/investment real estate from site selection to advanced taxation and financial analysis. In 2004, Nathan was inducted into the Cushman & Wakefield Hall of Fame, in the sales producer category. Nathan at the time was only the fifth member of the sales team (in Canada), to be inducted. Induction is limited to those few top performers with demonstrated excellence over an extended period of time. PRESENTERBIOGRAPHIES Cindy VanBuskirk Gordon Wadley Brian Wallace General Manager Rideau Centre [email protected] Director, Leasing Dundee Realty Management Corp. [email protected] Director, Office Leasing Oxford Properties Group Inc. [email protected] Cindy VanBuskirk has been employed by the Cadillac Fairview Corporation Limited, the owners and managers of Rideau Centre, for the past 21 years. With sales productivity approaching $1,000 per square foot, Rideau Centre has been the dominant shopping centre in the Ottawa market for the past 30 years and one of Canada's most successful shopping centres. Gordon Wadley is the Director of Leasing for Dundee Realty Management Corp. Since 2011 he has been responsible for managing a mixed use commercial portfolio of approximately 1.5 million square feet in the Ottawa/Gatineau Region. Gordon also plays an integral role in the regional analysis of acquisition opportunities always ensuring that applicable business strategies and corporate objectives are strictly implemented to maximize the best outcomes for all respective stakeholders. Brian Wallace is the Director of Office Leasing responsible for Oxford Properties Group Inc.'s office portfolio in Eastern Canada. Brian has been active in the Ottawa real estate market since 1989, starting his career in brokerage with C. A. Fitzsimmons. After several years directing the marketing program at the Centre, Cindy was promoted to the position of General Manager in 2006 and now oversees a retail complex valued in excess of half a billion dollars with a staff of 49 full and part-time employees. For many years, Cindy also had the responsibility for the leasing and merchandising of Rideau Centre and was responsible, with her brokers, for bringing several "best in class" retailers to Ottawa including Apple, Sephora, Coach, Michael Kors and Forever 21. She currently serves as the Vice Chair of the Downtown Rideau BIA and Membership Chair of Ottawa Tourism. Gordon has been a member of the Ottawa real estate community since 2006. He started as a research coordinator and subsequent leasing representative for a major national brokerage firm. To date Gordon has worked on over 200 lease transactions, dispositions and acquisitions totaling approximately 3 million square feet. Gordon is a member of the Ottawa chapter of BOMA, holds a real estate license with RECO and most importantly he very much enjoys being a part of a number of local community charities and initiatives. In 2003, Brian moved to the landlord's side with Oxford as Director of Leasing for Ottawa overseeing leasing for the suburban and downtown properties highlighted by 1600 Carling and Constitution Square respectively. After the successful completion of the development and leasing of Constitution Square Tower III, Brian's responsibilities were expanded to include the Montreal office portfolio. PRESENTERBIOGRAPHIES Jim Watson Patrick Whelan Rodney Wilts Mayor City of Ottawa [email protected] Chief Operating Officer Osgoode Properties [email protected] Partner Windmill Developments / BuildGreen Solutions [email protected] Jim Watson was elected Mayor of the City of Ottawa on October 25, 2010 having stepped down from his position in the provincial cabinet as Minister of Municipal Affairs and Housing. He had previously held the posts of Minister of Consumer and Business Services and Minister of Health Promotion. Patrick Whelan joined Osgoode in 1994 as Vice President of Operations and was promoted to Chief Operating Officer in June 2006 Rodney Wilts is a partner in Windmill Developments and BuildGreen Solutions. Rodney has worked on a wide-range of deeply sustainable development projects, including eight projects that have achieved, or are currently targeting, LEED Platinum. First elected as a City Councillor in 1991, he was re-elected in 1996. Three years later he was elected as the youngest Mayor in Ottawa’s history with 82% of the popular vote. Following the amalgamation of Ottawa and surrounding communities, Mayor Watson was appointed the President and Chief Executive Officer of the Canadian Tourism Commission. An active member of his community, Mayor Watson has also served on the boards or as honourary chair of several community organizations, including the Riverside Hospital and the National Arts Centre Osgoode Properties is a privately owned management and development company headquartered in Ottawa. The portfolio, both owned and managed, is located in Ottawa, Gatineau, Kingston, Toronto, Mississauga, Edmonton, Calgary, Atlanta (Georgia), and five cities in Florida. Over the past decade, Rodney has been intimately involved with a range of projects across the development spectrum including sustainability retrofits, new mixeduse developments, community-scale projects, micro-utilities, and resort development. Prior to his current position, Rodney worked as an environmental lawyer and was the founder of Canada's first green building supply centre. CITI PRIVATE BANK IS PROUD TO SUPPORT ThE Ottawa Real Estate Forum As a client of Citi Private Bank, you may gain access to a vast network of expertise that is focused on you and your family. Your Private Banker is committed to understanding your needs and combines experience with insight to help fulfill your financial goals and build your wealth legacy now and for generations to follow. To discuss our products and services, please contact Annie Hu at 416-947-4187. YOUR WEALTH Can Do More Than You Think. Citi Private Bank provides access to opportunities for your wealth legacy, combining the global network of Citi with local insight. So you can give life to projects that make an impact. We can help you manage your wealth for generations. For an office near you, or to learn more, visit citiprivatebank.com. 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Certain investment products are made available through Citibank Canada Investment Funds Limited (“CCIFL”), a wholly owned subsidiary of Citibank Canada. Investment Products are subject to investment risk, including possible loss of principal amount invested. Investment Products are not insured by the CDIC, FDIC or depository insurance regime of any jurisdiction and are not guaranteed by Citigroup or any affiliate thereof. 8/28/13 4:31 PM Citibank, N.A. Member FDIC www.realestateforums.com INFORMATION TO BUILD ON! Ottawa REAL ESTATE FORUM Canada’s Leading Annual Real Estate Conferences Hear informative speakers! Stay up-to-date on the latest trends! Make personal contacts! BE SURE TO TAKE ADVANTAGE OF OUR UPCOMING EVENTS! Vancouver Real Estate Leasing Conference Thursday, October 10, 2013 • Ottawa Conference and Event Centre October 17, 2013 • Vancouver Conference Centre December 3, 2013 Metro Toronto Convention Centre, South Building PRESENTER BIOGRAPHIES Calgary Real Estate Forum October 29, 2013 • Calgary TELUS Convention Centre Toronto Real Estate Forum December 4 - 5, 2013 Metro Toronto Convention Centre, South Building Vancouver Real Estate Forum February 20, 2014 • Vancouver Convention Centre West February 13, 2014 Palais des congrès de Montréal February 25, 2014 Metro Toronto Convention Centre, North Building Montreal Real Estate forum April 1, 2014 • Fairmont The Queen Elizabeth Winnipeg Real Estate Forum March 25, 2014 Metro Toronto Convention Centre, South Building April 29, 2014 • Winnipeg Convention Centre Montreal Real Estate Leasing Conference May 6, 2014 • Palais des congrès de Montréal April 10, 2014 Metro Toronto Convention Centre, South Building edmonton REal Estate Forum May 8, 2014 • Shaw Conference Centre Quebec City Real Estate Forum May 13, 2014 Metro Toronto Convention Centre, North Building May 27, 2014 • Fairmont Le Château Frontenac Calgary Real Estate Leasing Conference June 3, 2014 • Calgary TELUS Convention Centre September 9, 2014 Metro Toronto Convention Centre, North Building OTTAWA REAL ESTATE FORUM October 9, 2014 • Ottawa Conference & Event Centre Saskatchewan REal Estate Forum September 10, 2014 Metro Toronto Convention Centre, North Building Biographies Sponsor April 2015 • Saskatoon June 2015 • World Trade & Convention Centre, Halifax October 2014 Metro Toronto Convention Centre, North Building For details on these conferences and to register online visit www.realestateforums.com Sponsorship and advertising opportunities available. Contact Frank Scalisi at [email protected] or 416-512-3815 13-078 ATLANTIC REAL ESTATE FORUM Trends, Strategies, Issues & Opportunities for Leasing, Investment & Development