Markets & Economy

JLL Canada's head of research shares a deep dive into Canadian commercial real estate, focusing on private investment trends across major markets and asset classes. During this session we'll analyze institutional vs. high-net-worth investor dynamics, providing key insights for navigating the evolving CRE landscape.

Join Robert as he discusses current market conditions in the real estate sector in Canada. Are we back to pre-Covid trends? Where are we in the cycle compared to previous cycles. What’s different? What’s the forecast with where rates are moving, sales volumes?

Join Phil Flynn as he covers the energy outlook after the elections. Will we be making energy great again or turning the page?  The new administration challenges to face the coming energy demand boom! How to prepare for the biggest energy demand surge in history? 

 Join Jon Hilsenrath as he assesses the landscape for the economy and economic policy after the 2024 election. A big tax battle is brewing in 2025. The Federal Reserve is cutting interest rates. Unemployment is rising while inflation slows. Jon will help you make sense of it all.  

Beau Hale, Managing Partner of Pine Peak Partners, will be discussing their commercial real estate bridge debt fund that allows investors to "be the bank" pairing equity like returns with downside protection.

This will explore the potential impact of Fed easing on the US economy in the coming year.  It will also include some initial thoughts on the impact of the US presidential election on the economy and markets.

Discover how commercial real estate can be a powerful tool for generating passive income and long-term wealth. Dennis will break down the fundamentals of commercial real estate investing, highlight key benefits like tax advantages and stability, and explore how you can achieve financial growth with minimal involvement. Ideal for both seasoned investors and beginners, this session will guide you on making smarter, simpler investments for steady returns.

Dan Dicker will discuss leveraging market cycles for long-term investment strategies in energy, focusing on both traditional fossil fuel and emerging renewable energy sectors. He will provide insights on timing entries and exits to maximize returns in the evolving global energy market. Attendees will have learned how to improve their investment portfolios by identifying optimal investment opportunities, timing their trades effectively, and investing in the right stocks for maximum profitability. 

Dr. John Rutledge is a private equity guy and a real estate guy and has have been investing in private equity (PE) and real estate (RE), both as a general partner and, in select cases, a limited partner, for more than 40 years. Alternative Assets are not a thing. It is a term someone made up to describe the “other” things you can own besides stocks, bonds, and money market funds. A better description would be either “private markets” or "illiquid investments”. When you invest in private markets, you are on your own. You leave behind the luxury of publicly available information and the stamp of approval from the SEC or a trustworthy auditor. In this talk, he will review the strategies that the great PE and RE investors have used to find, acquire, build, and grow world-class companies. And he will talk about how you can use these ideas yourself to do the same work with the small and mid-sized companies in your own local market.