Tate Abols

Tate Abols

Managing Partner, Corporate Development and Private Equity

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.

Our Team

Diverse in thought and experience

Our dynamic, entrepreneurial team excels at identifying and navigating unique investment opportunities.

When you partner with Forum, you’re working with high-performing investors, asset managers, developers, as well as finance and administrative professionals who are committed to making a positive impact.

Impact and Community
Impact and Community
Our People

Leadership

  • Richard Abboud

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

    Richard Abboud

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

    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

    Tate Abols Managing Partner, Corporate Development and Private Equity

    Tate Abols

    Managing Partner, Corporate Development and Private Equity

    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

    Aly Damji Managing Partner, Real Estate & REIIF Board of Trustee Member

    Aly Damji

    Managing Partner, Real Estate & REIIF Board of Trustee Member

    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.

  • Rajeev Viswanathan

    Rajeev Viswanathan Managing Partner & Chief Financial Officer

    Rajeev Viswanathan

    Managing Partner & Chief Financial Officer

    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.

Team Members

  • Kathleen Beaumont

    Kathleen Beaumont Director, Impact & ESG

    Kathleen Beaumont

    Director, Impact & ESG

    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.

  • Jonathan Bissada

    Jonathan Bissada Executive Director, Institutional Investments

    Jonathan Bissada

    Executive Director, Institutional Investments

    As a bilingual private markets specialist, Jonathan offers a wealth of experience and knowledge to our institutional partners across Canada and beyond.

    With close to two decades of industry experience, Jonathan seeks to provide our institutional partners with insights and strategies to navigate today’s economic environment. He is responsible for developing a deep understanding of our partners’ priorities and providing investment-related services and solutions. Jonathan began his career in the financial industry in 2005. Prior to joining Forum, he held progressively senior roles at Invesco, most recently as Vice President of Institutional Investments, working closely with consultants, plan sponsors, family offices, endowments, and foundations. Prior to this, Jonathan was a product Management Director where he specialized in growing Invesco’s alternatives and private markets platform covering real assets, absolute return and asset allocation strategies. Jonathan earned an International Bachelor of Business Administration (IBBA) from the Schulich School of Business, York University, with a concentration in finance. He holds the Chartered Financial Analyst® (CFA) and the Chartered Alternative Investment Analyst (CAIA) designations.

  • Collin Drosdoski

    Collin Drosdoski Director, Real Estate Acquisitions

    Collin Drosdoski

    Director, Real Estate Acquisitions

    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

    Domenic Gallippi Executive Director, Alternative Assets

    Domenic Gallippi

    Executive Director, Alternative Assets

    Domenic’s efforts are focused on the origination and development of new and existing client relationships for Forum Asset Management across private wealth channels, institutional, portfolio manager, and family office clients.

    Domenic has over 14 years of experience in the investment business, combining investment management and research, business development, and secured lending. Prior to joining Forum, Domenic spent six years with Russell Investments where he provided insight and guidance on portfolio construction, asset mixes, private pools, and the implementation of alternative investments, including real estate, infrastructure, and private equity strategies to leading private wealth advisors and platforms across Canada. He also held roles within TD Bank Financial Group with a focus on real estate secured lending. Domenic holds the Chartered Investment Manager (CIM®) designation and has an Honours Degree from York University in Toronto. Domenic is a registered Portfolio Manager (Advising Representative) for Forum Asset Management in Ontario, Quebec, and British Columbia.

  • Dayna Gilbert

    Dayna Gilbert Managing Director, Real Estate Development

    Dayna Gilbert

    Managing Director, Real Estate Development

    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

    George Geracimo Senior Advisor, Real Estate

    George Geracimo

    Senior Advisor, Real Estate

    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.

  • Lara Iannucci

    Lara Iannucci Managing Director, Real Estate Finance

    Lara Iannucci

    Managing Director, Real Estate Finance

    Lara is responsible for finance across Forum’s real estate platform, overseeing financial operations and reporting.

    Prior to joining Forum, Lara was the Senior Vice President of Finance, Canadian Commercial at Starlight Investments responsible for the financial reporting, long term debt financing, acquisition due diligence, financial operations management, and investor relations for True North Commercial REIT, as well as the institutional commercial portfolio asset managed by Starlight. During her tenure with Starlight, Lara assisted in the completion of over $3 billion of investment transactions. Prior to Starlight, Lara spent eight years with BDO Canada LLP as a Manager in the Audit and Assurance Group, working predominantly on real estate clients. Lara is a CPA, CA and holds a Bachelor of Business Administration from York University.

  • Ali Khoja

    Ali Khoja Managing Director, Real Estate Operations

    Ali Khoja

    Managing Director, Real Estate Operations

    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

    Tony Leone Partner, Corporate

    Tony Leone

    Partner, Corporate

    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.

  • Dave Pendrith

    Dave Pendrith Executive Director, Alternative Assets

    Dave Pendrith

    Executive Director, Alternative Assets

    Based in Toronto, Dave supports full-service investment professionals in the downtown core and is responsible for business development and client relationship management.

    A highly motivated sales professional, Dave has a passion for helping Investment advisors find the best solutions for their clients. With a proven track record of success, he has developed a deep understanding of the financial industry and the specific needs of the modern Investment advisor. Dave provides valuable insights and guidance to help advisors meet their clients’ needs and achieve their financial goals. Prior to joining Forum, Dave spent 9 years at one of Canadas leading alternative asset management firms supporting wealth management teams to help develop their asset allocation with a focus on private markets.

  • Steven Pink

    Steven Pink Director, Real Estate Project Management

    Steven Pink

    Director, Real Estate Project Management

    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.

  • Nadia Somani

    Nadia Somani Senior Vice President, Legal

    Nadia Somani

    Senior Vice President, Legal

    Nadia is responsible for legal and compliance matters as well as corporate governance and corporate secretarial functions for the Forum group of companies including its funds. She also serves as Forum’s Chief Privacy Officer.

    Prior to joining Forum, Nadia worked in Geneva, Switzerland where she served in a senior global legal and compliance role at one of the world’s largest private international development organizations operating in over 20 countries with a mandate to improve the quality of life of those in need, mainly in Asia and Africa. She has also served as Director of Legal Affairs for a network of charitable organizations including a partnership initiative with the Government of Canada. Previously, Nadia was partner at a downtown Toronto law firm where she was a corporate and securities transactional lawyer for private and public companies for several years. Nadia is dually licensed in Canada and the USA and holds a Bachelor of Commerce degree from the Rotman School of Management at the University of Toronto. Nadia was called to the Ontario Bar in 2007.

  • Greg Spafford

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

    Greg Spafford

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

    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

    Long Trinh Director, Real Estate Investments

    Long Trinh

    Director, Real Estate Investments

    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.

REIIF Board of Trustees

  • Mitch Frazer

    Independent Trustee

    Mitch Frazer

    Independent Trustee

    Managing Partner at Mintz LLP and a leading authority on pension law in Canada. Chancellor of Ontario Tech University. Co-founder of the National Institute on Ageing at Ryerson University, a former adjunct professor at both the University of Toronto Faculty of Law and Osgoode Hall Law School.

  • Janice Madon

    Independent Trustee

    Janice Madon

    Independent Trustee

    Serves as President and Chief Operating Officer at Brookfield Annuity. Senior Advisor to Brookfield Asset Management. Previously, spent 12 years in senior leadership roles at Manulife Financial, where Janice was the Executive Vice President and Chief Financial Officer.

  • Ken Miner

    Lead Independent Trustee

    Ken Miner

    Lead Independent Trustee

    Retired from the Ontario Municipal Employees Retirement System (“OMERS”), where he was Executive Vice-President & Global Head, Capital. Previously, spent 25 years at TD Asset Management (“TDAM”), as vice chair and Co-Head of Asset Allocation. Serves as a Director on the boards of Brit Plc, Allied World and AGT Food Ingredients.

  • John R. Morrison

    Independent Trustee

    John R. Morrison

    Independent Trustee

    Past Vice Chair and former President and Chief Executive Officer of Choice Properties Real Estate Investment Trust. Formerly was President and Chief Executive Officer of Primaris REIT. Previous President, Real Estate Management at Oxford Properties Group. Active member of the International Council of Shopping Centres (“ICSC”) and currently serves as chair of the Executive Board.