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 Fund Head & 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.

Jonathan Bissada

Executive Director, Institutional Investments

• jonathanb@forumam.com
• LinkedIn

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.

Brendan Brooks

Associate Vice President, Real Estate Asset Management & Associate Portfolio Manager (REIIF)

• brendanb@forumam.com
• LinkedIn

Brendan’s main focus is to advance strategic objectives of the Forum Real Estate Income and Impact Fund (REIIF) and optimize portfolio management.

Brendan has a versatile background in real estate investments and financial services. Formerly as Director of Asset Management with Revera Inc., he oversaw the development and operations of high-end assisted living and memory-care facilities in Canada, the USA and UK. Most recently, Brendan was a Vice President at Northern Trust working with large institutional investor clients. Brendan also serves on the board of not-for-profit organizations for Eli's Place as well as Advanced Gerontological Education (AGE) Inc. Brendan is a CFA Charterholder and has a Bachelor of Arts Degree from the University of Guelph.

Mike Chong

Vice President, Real Estate Finance

• mikec@forumam.com
• LinkedIn

Mike plays a key role in overseeing REIIF's finances, managing the fund's financial operations, and ensuring accurate reporting.

Mike Chong is a seasoned Chartered Professional Accountant (CPA, CA) with over fifteen years of comprehensive experience in audit, accounting, and finance, including nearly eight years in management roles. Prior to joining Forum, Mike was a Senior Manager in Financial Reporting at CAPREIT, Mike leads a team responsible for financial reporting, budgeting, accounting, treasury, audit management, and valuations at a subsidiary publicly traded in Ireland. With a proven track record of leading teams to deliver exceptional results in fast-paced environments, Mike has overseen financial processes for entities with assets exceeding $13 billion and has been instrumental in various high-stakes operations including public offerings and system transitions. His expertise spans across IFRS and ASPE, specializing in the real estate industry, where he has significantly improved financial operations and compliance. Mike holds a Bachelor of Commerce from the University of Toronto and completed his CPA, CA designation in 2011. Known for his strategic thinking and strong analytical skills, he is not only a leader but also a business advisor who promotes continuous improvement and values candid coaching to foster professional growth among his team members.

Collin Drosdoski

Vice President, Real Estate Acquisitions & Investments

• 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

Managing Director, Alternative Assets

• domenicg@forumam.com
• LinkedIn

As Managing Director of Alternative Assets at Forum Asset Management (“Forum”), Domenic Gallippi leads a team responsible for developing client relationships across Canada. He is involved in all facets of investor relations, sales strategy, communications, and business development. His efforts are primarily focused on originating and enhancing client relationships with wealth intermediaries, family offices, and portfolio managers nationwide.

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

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

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.

Dennis Hettinger, CIM

Executive Director, Alternative Assets

• dennish@forumam.com
• LinkedIn

Dennis’s efforts are focused on enhancing service and outreach to Wealth Managers, Portfolio Managers, and Family Office clients across Western Canada for Forum Asset Management.

Dennis has over 15 years of experience in the financial services industry, combining client service, investor relations, business development, and consulting expertise in the technology and agriculture sectors. Prior to joining Forum, he held significant roles at Russell Investments, where he worked closely with private wealth investors across Western Canada. He also provided consulting services to numerous alternative firms such as Espresso Capital and Westbridge Capital. He has a robust background in alternative investments, particularly in private markets and broader real asset classes. Dennis is a Chartered Investment Manager (CIM®) and is passionate about equipping investment advisors with innovative solutions that drive success and client satisfaction.

Lara Iannucci

Chief Financial Officer, Real Estate

• larai@forumam.com
• LinkedIn

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

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.

Shoghig (Sho) Kulidjian

Managing Director, Institutional Investments

• ShoK@forumam.com
• LinkedIn

Sho has 30 years of experience in the financial industry specializing in Asset Management, Custody, Capital Markets, Private Wealth and business development.

Most recently she served as Managing Director, Institutional Sales at Trez Capital, prior to which she held several senior positions at Russell Investments as Director Institutional Sales, CIBC Wholesale Banking; Head of Middle Markets, Head of Client Strategy, and Head of Commission Management. Sho has also held roles with a few other large financial institutions in various capacities. RBC Investor and Treasury Services, BMO Harris Private Banking Investment Management Inc., Jones Heward Investment Counsel Inc., and Royal Trust Investment Counsel. In addition to Sho's extensive career, she is currently a board member as well as the head of the Finance, Audit and Risk committee for Associated Medical Services (AMS Health Care) which is a Canadian charitable organization that was created 85 years ago to catalyse change in healthcare. With a focus on developing health system leaders grounded in compassionate care while harnessing the opportunities of today's health system transformation to ensure compassion with the benefits of technology.

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.

Jay Mott

Vice President, Real Estate Operations

• jaym@forumam.com
• LinkedIn

Jay is a highly motivated student housing professional with over 15 years of experience overseeing a diverse portfolio containing 16 properties and over 8,000 beds across the country.

He specializes in managing complex student housing portfolios and leading high-performing teams. With a strong background in both leasing and operations, he excels in optimizing operational efficiency and driving strategic growth.

Dave Pendrith

Executive Director, Alternative Assets

• DaveP@forumam.com
• LinkedIn

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

Vice President, 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.

Nadia Somani

Senior Vice President, Legal & Chief Compliance Officer

• nadias@forumam.com
• LinkedIn

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.