In the Ring with Rob: From Corporate Finance to Entrepreneurship with David Rogers

Speak with a member of our Advisory Team to discuss your situation and learn how we can help.

Professionals you can trust

From 2001 to 2006, he was a Senior Vice-President at the OMERS Pension Plan and was responsible for building and managing a globally diversified portfolio of private equity funds and co-investments.

As a founding board member of the Institutional Limited Partner Association (“ILPA”) in 2002, David sat on their board for the next several years. He enjoys sharing his expertise and insight and has been a regular speaker at various North American and European private market investment conferences in the areas of infrastructure and private equity investing.

David Rogers joins the Nicola Wealth Private Capital Investment Committee with over 25 years of global private capital investment experience. He is currently an Advisor to CBRE Investment management’s Canadian office, a firm he founded in 2007 as Caledon Capital Management and merged with CBRE in 2017.

Overview

David Rogers

Independent Advisor

Private Capital Investment Committee

Please select your country of residence to learn more about our services and investment strategies

The content of this site is intended for U.S. residents. Please note that Nicola Wealth investments funds are generally not offered to U.S. residents at the present time. As such, the contents of this website should not be construed as as an offer of any of Nicola Wealth’s investments funds to U.S. residents. Any information, statement or opinion set forth herein is general in nature, is not directed to or based on the financial situation or needs of any particular investor, and does not constitute, and should not be construed as, investment advice, forecast of future events, a guarantee of future results, or a recommendation with respect to any particular security or investment strategy or type of retirement account. Investors seeking financial advice regarding the appropriateness of investing in any securities or investment strategies should consult their financial professional.

Before proceeding, please confirm if you are an accredited investor by checking the box above. Accredited investors are individuals with a net worth of more than $1 million, excluding the value of their primary residence, or individuals with income of more than $200,000 (or joint income of $300,000 for married couples) per year for the past two years, with a reasonable expectation that such income levels will be attained in the current year.
 
Accredited investors also include certain institutions, including U.S. banks and U.S. branches of foreign banks, U.S. savings and loans associations, U.S. insurance companies, U.S. registered brokers and dealers, U.S. registered investment companies and business development companies (as defined by the U.S. Investment Company Act of 1940).
 
Additionally, certain state pension funds and ERISA plans with more than $5 million total assets and certain partnerships, corporations, and trusts with more than $5 million total assets are also considered.


I hereby certify that I am an accredited investor or that I am an authorized representative of an accredited investor

David Rogers

Overview

Insights from David

Professionals you can trust