Diverse in thought and experience

Richard Abboud

Founder & Chief Executive Officer, Chairman of REIIF’s Board of Trustees

• richarda@forumam.com
• LinkedIn

As Forum’s CEO, Richard provides strategic direction, leads the senior team, and oversees the Firm’s balance sheet and investment decisions.

Richard is an accomplished entrepreneur with over 30 years of experience in the areas of real estate investment and development, infrastructure development, public private partnerships, power investments, and private equity. He founded Forum as a real estate brokerage company in 1996. Forum made its initial principal investments in 2002. The firm has since generated investment, development, divestiture, and fully committed financing of more than $3 billion, with principal investment activities having yielded a cumulative return on invested capital in the top 1% of alternative asset managers. Today Forum’s enterprise value of assets under management is $1.3 billion. Richard lives in Toronto with his wife and two daughters. He enthusiastically supports the community with time and money, and has served in numerous not-for-profit board positions. He is an active member of the Young Presidents’ Organization.

Tate Abols

Managing Partner, Corporate Development and Private Equity

• tate@forumam.com
• LinkedIn

Tate leads Corporate Development and Private Equity at Forum.

Tate is responsible for the Corporate Development and Private Equity activities at Forum and a member of the investment committee. Tate has spent the majority of his career in the private markets and is responsible for building out new asset classes and platforms as Forum grows its business. Prior to joining Forum, Tate spent fifteen years with Onex Corporation. During his career at Onex, Tate worked both as an investor in Onex’ private equity fund and as corporate development for the parent public company. Tate was directly involved in investing over $5 billion of capital in businesses covering sectors including asset management, healthcare, services and building products. Tate combines his investing capability with operating expertise, having held senior executive positions at two operating businesses owned by Onex. Prior to joining Onex, he worked in the Mergers & Acquisitions Group at RBC Capital Markets where he was involved with over $18 billion of transactions. Tate holds an Honours Business Administration degree (with Distinction) from the Ivey School of Business, University of Western Ontario, and a B.A. in Philosophy from Huron University College, University of Western Ontario.

Aly Damji

Managing Partner, Real Estate & REIIF Board of Trustee Member

• alyd@forumam.com
• LinkedIn

Aly leads the Real Estate business at Forum.

Aly is focused on originations and overseeing real estate investments. He leverages his exposure to a broad range of asset classes as an urban developer, institutional asset manager and operator of value add/opportunistic investments, to drive growth for Forum and its partners. Aly has transacted and managed on behalf of several institutional, UHNW investors, and believes transparency leads to the sustainability of partnerships. Prior to joining Forum, Aly was EVP, Investments & Asset Management for Hullmark, a private urban real estate investor/developer in Downtown Toronto. Aly co-led direct acquisitions and led the firm’s asset management and operations functions. In his 7 years at Hullmark, Aly drove significant growth for the company, helping to increase AUM 15x to just under $1B, and co-led the development of partnerships with large scale institutional partners including a REIT, a Toronto-based university and one of Canada’s largest life insurance companies. Over the course of his tenure, Hullmark won several awards of excellence for various projects including two Toronto Urban Design Awards, an Architectural Journal (international) award as well as two NAIOP REX Awards for “Investment Deal of the Year” and “Mixed-Use Development of the Year”. Prior to Hullmark, Aly spent over 5 years with Westmont Hospitality Group in Toronto, most recently as a Director, Investments. In this role, he was involved with various acquisitions across North America and the asset management of several trophy hotel assets in major markets including Washington DC, Toronto, Montreal, Vancouver, and Seattle. Over the course of his career, Aly has been involved with principal investments valued at more than $4 billion, arranged debt financings of more than $500 million, and secured over 300 leases resulting in NOI of $40 million. Aly holds an MBA specialized in real estate and a bachelors degree specialized in accounting/finance, both from York University. Aly is also a board member of NAIOP Greater Toronto Chapter, one of the commercial real estate industry’s largest advocacy groups.

Colleen Teed

Senior Advisor - People & Culture

• colleent@forumam.com
• LinkedIn

Drawing on more than 20 years of leadership and consulting experience, Colleen Teed advances Forum’s talent agenda and business strategy with innovative and practical human resource solutions.

She has worked extensively with Canadian and international financial services firms as well as accounting, educational and not-for-profit organizations. Colleen led HR departments in a number of organizations, including Macquarie North America Ltd., Merrill Lynch Canada and Midland Walwyn Capital Inc. Her areas of expertise include executive coaching, leadership development, talent management, organizational culture and behavioural interviewing.

Rajeev Viswanathan

Managing Partner & Chief Financial Officer

• rajeev@forumam.com
• LinkedIn

Rajeev Viswanathan has worked with some of the largest Canadian real estate and asset management firms with global platforms, joining Forum to help the firm achieve its strategic growth objectives.

At Forum, Rajeev is responsible for the overall financial management of the firm, including financial strategy, planning, controls, risk management, tax, information technology and reporting. Rajeev is also responsible for ongoing asset management oversight of the firm’s investments and sits on Forum’s investment committee. Prior to joining Forum, Rajeev was the CFO of Dream Global REIT, a Western European, $6 billion office and industrial platform that was acquired in 2019 by Blackstone. Previous to his appointment at Dream Global, Rajeev was CFO for Dream Office REIT. At Dream Office, Rajeev was instrumental in transforming the REIT from a cross-Canadian to a Toronto-centric office portfolio, to drive future value through development and intensification. Before Dream, Rajeev spent almost a decade at Brookfield holding various senior finance roles, including corporate treasury and helping to establish Brookfield’s Private Funds group. During his tenure with Brookfield, Rajeev also worked at General Growth Properties (“GGP”), a US$40 billion shopping mall REIT, where he rebuilt and upgraded various finance capabilities following GGP’s bankruptcy emergence. Rajeev also serves on the board of the Greater Toronto Airports Authority. Rajeev is a CPA, CA and CFA charterholder, with a Master of Accounting and Bachelor of Mathematics from the University of Waterloo.

Kathleen Beaumont

Director, Impact & ESG

• kathleenb@forumam.com
• LinkedIn

Kathleen is responsible for driving positive ESG outcomes for the Firm, Forum Real Estate Income and Impact Fund (REIIF), and Forum's growing real estate development projects and private equity business.

Kathleen is an analytical, client-focused investment professional with over 15 years of experience in asset management and rooted beliefs in sustainable investing. Prior to joining Forum, she held senior research and portfolio management positions at Russell Investments (RI) where she had primary accountability for the performance and ongoing oversight of recommended developed equity investment managers. In addition, she was a key contributor to RI’s broader ESG research efforts where she evaluated the risk and return impact of ESG issues and developed a foundational understanding of ESG best practices. Kathleen also serves on the board of Journalists for Human Rights, which is a Canadian charitable organization that empowers journalists to cover human rights stories objectively and effectively. Kathleen received a Bachelor of Commerce from Dalhousie University, holds the CFA Certificate in ESG Investing and is a CFA Charterholder.

Collin Drosdoski

Director, Real Estate Acquisitions

• collind@forumam.com
• LinkedIn

Collin is focused on origination, underwriting and deal execution of potential investment opportunities for the Forum Real Estate Income and Impact Fund (REIIF) and Forum’s balance sheet capital.

Collin started working in the Commercial Real Estate industry in 2017 and has over 5 years of direct investing and commercial lending experience. Collin has been actively involved in $1 billion plus of transactions in major markets across Canada, on both the equity and debt side. Prior to joining Forum in 2021, Collin worked as an Analyst in Real Estate Private Equity for CanFirst Capital Management. During his time at CanFirst, he evaluated more than $2 billion in potential investment opportunities for closed and open-ended investment funds with an emphasis on value-add and opportunistic strategies. Prior to CanFirst, Collin worked as an Analyst in a $13 billion commercial mortgage investment fund at Canada Life. Collin holds a Bachelor of Commerce (Honours) from the University of Manitoba with a major in Finance and is a CFA Level III candidate.

Domenic Gallippi

Executive Director, Alternative Assets

• domenicg@forumam.com
• LinkedIn

Based in Toronto, Ontario, Domenic supports full-service investment professionals in the Greater Toronto Area and is responsible for business development and client relationship management.

As an enthusiastic account manager with a distinguished reputation in client relationship management refined over 10+ years in Financial Services, Domenic enables our advisor partners to focus on building their businesses while delivering on client financial goals. As a member of the Investor Relations team, Domenic is responsible for client servicing and capital raising with investment partners across Canada, including family office, institutional, portfolio managers and private wealth clients. Prior to joining Forum Equity Partners, Domenic spent many years with Russell Investments working with Wealth Managers to help develop and guide their portfolio construction and asset allocation process. As a result, he has extensive experience utilizing ETFs, Mutual Funds, SMAs and Private Market solutions to improve outcomes and enhance risk-adjusted returns in client portfolios. Responsible for a portfolio of advisory clients that exceeded $1B of Russell Investment’s AUM, Domenic was a longstanding member of the Russell Canadian Sales and Service Advisory Council and Product Innovation Council. Previously, Domenic worked at TD Canada Trust in a series of progressively senior client-oriented roles with a focus on investment planning and secured lending. Domenic holds the Chartered Investment Manager (CIM®) designation and has an Honours Degree from York University in Toronto.

Dayna Gilbert

Managing Director, Real Estate Development

• daynag@forumam.com
• LinkedIn

Dayna Gilbert leads the real estate development team at Forum.

Dayna is focused on leading teams that execute on complex development initiatives that create value through acquisition, design, entitlement, and construction of a variety of asset classes. Prior to joining Forum, Dayna was the Director of Development at Canadian Apartment Properties REIT (CAPREIT), Canada, Ireland and the Netherlands largest residential rental asset manager. Dayna led and managed all new development, along with building the department, where she established a short and long-term pipeline for future asset growth on existing land in all portfolios. Prior to CAPREIT, Dayna was the Director of Development at Fieldgate Urban, a new arm of the real estate developer, focused on mid to high rise development. In this role, she was involved in the acquisitions and development of various mixed use residential projects. Dayna holds an undergraduate degree from the School of Urban and Regional Planning at the University of Waterloo and a Master of Landscape Architecture from the University of Guelph.

George Geracimo

Advisor

George Geracimo is advisor to Forum’s Real Estate group.

George is an independent consultant specializing in commercial property asset management & development. With over 35 years of experience in various facets of commercial real estate, including urban & suburban office, industrial and retail, George has extensive knowledge working with major local, national & international owners, private equity investors and managers & developers of commercial real estate. In addition to Forum, George has worked with other organizations such as, KingSett Capital Partners (Toronto), RBC Financial Group (Montreal & Toronto), Technoparc Montréal, Triovest Realty Advisors Inc., and more.

Kimberly Horvath

Manager, Real Estate Asset Management

• kimberlyh@forumam.com
• LinkedIn

Kimberly has over 10 years of experience in asset management and investments, including over $750 million of acquisitions and dispositions.

Prior to joining Forum in 2022, Kimberly held asset management and investment roles at First Capital REIT, Strathallen and CCI Corpfin Capital Inc. In 2013, Kimberly was involved in the sale of C2C Industrial Properties Inc. to Dream REIT. Prior to entering real estate, Kimberly was a senior associate at Deloitte, specializing in business valuations and assisted in IPO advisory and valuation of senior housing for Regal Lifestyle Communities Inc. in 2012. Kimberly has a Bachelor of Management and Organizational Studies from Western University and holds both a CPA and CBV designation.

Andrew J. Kavouras

Managing Director, Institutional Investments

• andrewk@forumam.com
• LinkedIn

Andrew is a proven asset management leader with global experience in both alternative and traditional investments, as well as sustainable investing/ESG implementation.

Andrew has over 30 years of experience in the asset management industry, working in portfolio management and distribution across the globe. He has provided consultancy in growth strategy, product capability, sustainable investing, and real asset funds to various institutional investors in North America, the Middle East, Australia, Korea, Japan, and Southeast Asia. Andrew has held executive roles at National Australia Bank Group subsidiaries (NAB Group), Zurich-based RobecoSAM , Fidelity Investments and Caisse de Depot et Placement du Quebec (CDPQ). Andrew holds a Master of Science from the University of London and a Bachelor's degree from McGill University, both in Economics. He has also attended executive education at the Wharton School of the University of Pennsylvania.

Ali Khoja

Managing Director, Real Estate Operations

• alik@forumam.com
• LinkedIn

Throughout his tenure Ali has always focused on delivering exceptional customer service and superior KPI driven profits.

Ali began his career in hospitality and multifamily residential over 30 years ago. His first job out of university was valet parking at the Westin where his desire grew for hospitality. Since then, he has been part of many successful companies and has had the opportunity to manage and oversee multiple hotel brands including Westin, Hilton, Holiday Inn, Radisson, as well as luxury independent boutique hotels. He eventually transitioned to residential real estate as President of a large Toronto based organization with a portfolio of over $1B in assets. As President, Ali opened and operated 5 new purpose-built rental apartments and led his team to multiple awards in service, renovations, and new construction. Ali also ran best in class luxury retirement residences and has worked with seniors living for close to a decade.

Tony Leone

Partner, Corporate

• tonyl@forumam.com
• LinkedIn

Tony is Forum’s Partner, Corporate, responsible for various firm and platform-related financial matters.

In Tony’s role, he is assisting to build the firm’s capabilities to achieve its strategic growth objectives, while working closely with Forum’s platform teams on deal structuring and on-going investment oversight. Most recently, Tony was the AVP and CFO of the Wealth Advice Business at TD Bank, where he led the financial reporting, forecasting, planning and advisor compensation teams and served on several of TD Wealth’s project committees and corporate boards. Prior to TD Bank, Tony served as the Executive Director at the Hillcore Group (“Hillcore"), a leading mid-market investment firm in the real estate, life sciences, seniors living, forestry and energy sectors. As a senior member of Hillcore’s investment team over a period of 13 years, Tony was responsible for sourcing, negotiating, structuring and closing on over $2 billion of investments across all asset classes and industries. Tony is a CPA, CA and began his career with KPMG in the Financial Institution and Real Estate practice.

Anne Madden

Chief Compliance Officer

• annem@forumam.com
• LinkedIn

Anne is Forum’s in-house counsel and oversees all corporate and platform-related legal matters.

Anne participates in all aspects of Forum’s legal, compliance and investment activities, working closely with individual deal teams and external legal counsel on the review, structure, completion and management of investments, as well as advising on a wide variety of corporate and commercial matters. Prior to joining Forum in 2021, Anne was an associate at Davies Ward Phillips & Vineberg LLP, where she worked on a variety of transactions, including public and private mergers and acquisitions, financings, fund formations and private equity investments. Anne received a Bachelor of Commerce (Honours) from York University, a Juris Doctor from University of Toronto Law School and is a member of the Ontario bar.

Steven Pink

Director, Real Estate Project Management

• stevenp@forumam.com
• LinkedIn

Steve leads Forum’s project management group

Steven has over 9 years of experience and has constructed close to 3 million square feet of commercial and residential real estate, totaling to a value of over $1.5B+. He leads Forum’s project management group that is responsible for project delivery and oversight of third-party constructors.

Steve Skotidas

Executive Director, Alternative Assets

• SteveS@forumam.com
• LinkedIn

Based in Toronto, Steve supports full-service investment professions in the Greater Toronto Area and throughout Ontario and is responsible for business development and client relationship management.

As a member of the Investor Relations team, Steve is responsible for client servicing and capital raising with investment partners across Ontario, including family office, portfolio managers and private wealth clients. Prior to joining Forum Asset Management, Steve has spent over two decades with alternative asset managers , investment banking and wealth management organizations, working with wealth managers to help develop and guide their portfolio construction and asset allocation process. As a result, he has extensive experience utilizing hedge funds, structured products, tax strategies, mutual funds, and private market solutions to improve outcomes and enhance risk-adjusted returns in client portfolios. Steve has an Honours Degree from the University of Toronto.

Greg Spafford

Managing Director, Real Estate Asset Management & Fund Head (REIIF)

• gregs@forumam.com
• LinkedIn

Greg is focused on the success of the Forum Real Estate Income and Impact Fund (REIIF) bringing the Forum team and our asset partners together to deliver outstanding financial and ESG performance.

Greg has managed diversified portfolios of assets across Canada, built effective teams, and delivered both strong conventional performance and significant sustainability improvements. Prior to joining Forum, Greg was Managing Director and Senior Portfolio Manager for Manulife’s diversified, open-ended Canadian Real Estate Funds. His investment strategy led to the launch of multi-family residential and build-to-core industrial programs with improved strategy execution and sustainability performance. During this time, fund AUM increased from $3B to over $4.4B, and benchmark performance increased by a full quartile. The flagship fund achieved top ranking for core, diversified funds, and 100% of fund assets achieved sustainability certifications and strong GRESB performance. Prior to joining Manulife, Greg oversaw active asset management including reporting, financing, and fund compliance of a portfolio of Canadian industrial, residential, retail and office assets as Portfolio Manager of the LaSalle Canadian Income & Growth Fund series. The fund series achieved returns from 9% to 15% during periods that included the global financial crisis and demonstrates Greg’s achievements managing portfolios through several local and global economic cycles. Greg has been involved in technology implementation, risk management, and service model changes (insourcing and outsourcing). He has previous experience with multi-family residential portfolio strategies, asset management of value-add closed-end funds, and real estate advisory services with PwC. Greg holds a Master of Planning degree from Queen’s University and a Bachelor of Commerce degree with Honours from Ryerson University. He is Co-Chair of REALPAC’s Fund Management Committee.

Long Trinh

Director, Real Estate Investments

• longt@forumam.com
• LinkedIn

Long is a finance professional with over 10 years of investment banking, capital markets and investment management experience.

Prior to joining Forum in 2022, Long was an Associate in the North American Real Estate Group at BMO Capital Markets, where he worked on a variety of transactions, including public mergers & acquisitions, brokerage, private equity investments, IPO, equity and debt capital raising, and capital structuring advisory. Prior to BMO, Long spent over six years with the University of Virginia Investment Management Company in Charlottesville, VA, most recently as an investment analyst where he focused on marketable alternatives/credit and fixed income strategies. Long receives an MBA from York University and a Bachelor of Business Administration from University of Hawaii – Manoa. Long is also a CFA charterholder.

Derek Yeung

Vice President, Real Estate Finance

• dereky@forumam.com
• LinkedIn

Derek is a Chartered Professional Accountant with over a decade of real estate investment fund finance experience. He is a result driven leader with a focus on driving operational improvements through technology solutions and business process transformations.

In his role, Derek leads the real estate finance team and is responsible for the financial operations and reporting for the Forum Real Estate Income and Impact Fund (REIIF) and Forum’s real estate investments. Prior to joining Forum, Derek has held progressive positions in the industry including Venterra Realty, Citco and Timbercreek Asset Management. He began his career at KPMG’s Financial Institution and Real Estate group. Derek is a CPA, CA and holds a Master of Accounting from the University of Waterloo.