2024 Strategic Outlook

Embark on a journey of valuable insights with Nicola Wealth

Navigating Complexity: A Catalyst for Growth

Tuesday, March 12, 2024 | 5:30 - 9:00 PM MT
Fairmont Palliser
133 9 Ave SW, Calgary, AB T2P 2M3

Please note that registration for this event is now closed as we have reached capacity. We apologize for any inconvenience caused. Thank you for your interest, and we look forward to seeing you at future events.

Join us for an insightful evening that will shape your financial understanding for 2024. Nicola Wealth invites you to our annual Strategic Outlook Event, featuring a macroeconomic keynote and an engaging panel discussion with our asset management leaders.


Program

Macroeconomic Outlook
Keynote Address
Get ready for a deep dive into the global economy's intricacies. Gain insights and understand the factors influencing investment strategies in 2024.

Panel Discussion: Asset Management Perspectives for 2024
Featuring Nicola Wealth's Asset Management Leaders
Join a dynamic panel discussion between those leading Nicola Wealth’s key asset management verticals. Explore market forecasts, emerging trends, and investment opportunities that are top of mind.

Networking Reception
Connect with industry professionals, Nicola Wealth experts, and fellow attendees during the exclusive networking reception. Expand your network and gain fresh perspectives from the leaders in the field.

Don't miss this chance to hear from leaders at the forefront of financial strategy in 2024. Nicola Wealth's annual Strategic Market Outlook is your gateway to informed decisions and strategic planning through this year.

Limited spaces available. Secure your spot to ensure you’re informed. If you intend to bring a guest, please ensure they register in advance.

We look forward to seeing you there.

Registration is now closed.

Meet our Speakers

Image 1

Cassandra Cross
Wealth Advisor | Client Relationship Manager

Cassandra began her career in the financial services industry in 2010. For the last ten years, she has focused on providing holistic financial planning and investment advice to physicians.

A graduate of the University of Saskatchewan, Cassandra earned a Bachelor of Commerce degree. She holds the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations and is licensed with the Insurance Council of Alberta, British Columbia, and Ontario. View bio


Image 2

Cameron Smith
VP Advisor Services | Client Relationship Manager

Cameron is responsible for building and supporting Nicola Wealth’s team of Wealth Advisors, as well as creating new opportunities for Wealth Advisors to serve their clients.

Cameron holds the Certified Investment Manager (CIM), Certified Financial Planner (CFP®) and the Fellow of CSI (FCSI®) designations. He is also certified with the Life License Qualification Program (LLQP). View bio
Image 1

Ben Jang
Portfolio Manager, Public Assets



Ben joined Nicola Wealth in September 2012, bringing extensive experience from multi-billion-dollar investment management firms with a focus on global equity, GTAA, and market neutral funds.

Ben holds a Bachelor of Science in Physics from the University of British Columbia and carries the CAIA, CIM, and DMS designations. Additionally, he is a member of the Vancouver chapter of the Professional Risk Managers’ International Association. View bio
Image 2

Kazuki Nohdomi
Portfolio Manager, Private Capital - Private Equity

With over two decades of investment management experience in equities, Kazuki brings a wealth of expertise to his role, which involves leading investment strategies and generating returns for clients through thoughtful investment selection and portfolio construction.

Prior to joining Nicola Wealth in 2012, Kazuki spent six years as an Equity Research Analyst and Portfolio Manager at TIAA in New York, one of the largest institutional investment managers in the U.S. In addition to his extensive investment management experience, Kazuki is a Chartered Financial Analyst (CFA) and earned his Master of Business Administration from the Stern School of Business at New York University. View bio



Image 1

Alex Messina
VP Acquisitions, Nicola Wealth Real Estate

Alex manages the acquisition of commercial real estate assets for Nicola Wealth. With extensive underwriting and transaction experience, he is responsible for sourcing and negotiating the acquisition of commercial real estate assets, coordinating due diligence, as well as structuring joint venture partnerships.

Prior to joining Nicola Wealth, Alex worked for a commercial real estate brokerage and as an appraiser at two leading international commercial real estate firms. He brings a wealth of valuation experience across all asset classes and has completed assignments for institutional investors, pension funds, REITs and private investors. Alex is an active member of the Real Estate Institute of BC and previously served on their Board of Governors. View bio


Image 2