2024 Strategic Outlook: Registration Closed

Embark on a journey of valuable insights with Nicola Wealth

Navigating Complexity: A Catalyst for Growth

Thursday, March 14, 2024 | 5:30 - 9:00 PM PT
Manteo at Eldorado Resort
3762 Lakeshore Road, Kelowna, BC V1W 3L4

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

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Cameron Smith
VP Advisory 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

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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
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Shaun Blythen
Vice President, Acquisitions,
Real Estate

Shaun joined Nicola Wealth Real Estate in 2016 as part of the Acquisitions team. He helps source, underwrite, and structure investment and joint venture transactions for the three Nicola Wealth Real Estate funds. He also oversees the external appraisals and valuation of the assets in each of the funds.

Prior to joining Nicola Wealth Real Estate, Shaun worked as an appraiser handling diverse assignments related to commercial and residential properties. His expertise covered office buildings, retail complexes, development sites, single- and multi-family residential projects, assessment appeal negotiations, and lease negotiations. Shaun was formerly designated as an Accredited Appraiser (AACI). View bio
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Jurgen van Vuuren
Senior Director & Head, Private Debt


Jurgen joined Nicola Wealth in January 2020. Prior to joining the firm, Jurgen worked as a Director in Mid-Market Leveraged Finance at a Canadian chartered bank where he was primarily responsible for origination, structuring and execution of senior and mezzanine debt financings in support of leveraged buyouts and other M&A transactions across Western Canada and the United States.

Jurgen started his career in financial statement audit at a big four accounting firm working in both Vancouver and the Cayman Islands with a focus on clients in the asset management sector. He holds the Chartered Professional Accountant (CPA) and Chartered Accountant (CA) designations. View bio