02/03/2026
YM/WREA’s January’s luncheon featured a conversation with Colin Lynch, TD Asset Management Head of Alternative Investments & Managing Director, and Natalie Wong, U.S. Commercial Real Estate Reporter.
Colin Lynch provides strategic guidance at TDAM and oversight to a $39 billion portfolio spanning real estate, mortgages, private debt and infrastructure. Natalie Wong is an expert on New York commercial real estate, covering New York office. She covers the investment landscape across offices, apartments, warehouses, data centers and more.
The engaging discussion explored real estate alternatives and how major institutional allocators are approaching liquidity, long-term value, and portfolio construction across real estate, private credit, infrastructure, and mortgage strategies. The conversation also examined shifting market cycles, interest-rate dynamics, and capital formation trends and how they’re reshaping investment themes and risk management across the alternatives spectrum.
Photo credit: Jill Lotenberg,