Investment Committee, University of Western Ontario Endowment Fund

• 2012 - Present

Pension Board of Directors & Member, Investment Committee.

• 2004 - 2022

Member, Investment Committee

• 2020 - 2021

Vice President Pension Fund & Chief Investment Officer

• 2000 - 2020

- Responsible for managing all investments of the $27B pension plan, leading a team of 32 investment professionals and support staff and achieved above average and above benchmark rates of return. - Joining as the original leader of the newly created pension plan, responsible for developing and implementing the plan's investment strategy, hiring employees, establishing plan administration procedures and investing plan assets across all asset classes using both internal and external fund managers. - Established internally and externally managed investment mandates including bonds, equities, real estate, infrastructure, private equity, currency hedging, and money market investments in Canada, the U.S and abroad. - Established an Environmental, Social, and Governance (ESG) investment program including proxy voting guidelines and procedures. Established a Code of Conduct and reporting requirement for Investment and other staff. - Chair of the Pension Advisory Council, a body consisting of Canada Post management and all stakeholder groups. Acted as Investment Advisor to all Canada Post subsidiary pension plans including Purolator Corporation. - Investment returns exceeded benchmark and universe medians since plan inception. Show less

Executive Director, Equity Investments

• 1994 - 1997

Leading a team of 6 investment professionals, managed the equity investment activities of the WSIB in Canada and abroad, including internally and externally managed portfolios. Assets under management exceeded $5.5 billion. - Re-organized WSIB internally managed equities to accommodate future growth. - Reviewed and re-organized the structure of externally managed equity funds. Re-deployed $750 million of under-performing assets. - Hired new staff, established equity research, reporting procedures and bonus scheme. Established equity trading as a separate function. Show less

Vice President, Equities and Investment Strategy

• 1981 - 1993

Leading a team of 12 investment professionals, managed OMERS overall investment activity in Canada and abroad, including internally and externally managed equity portfolios. Managed assets in excess of $8 billion, representing over 50% of OMERS total assets. - Re-organized OMERS internally managed equity portfolios to produce higher returns accommodate future growth. Established OMERS investment approach, including equity research and reporting procedures. - Created new structures of externally managed Canadian and International Equity portfolios with differing styles. - Established OMERS leadership position in Corporate Governance. Created Proxy voting guidelines, and Conflict of Interest guidelines for investment staff. Assumed leadership of OMERS Private Placement Department on an interim basis for 1 year. Held various other progressively Senior Portfolio Managment positions at OMERS including Senior Portfolio Manager of the $5 billion Canadian Equity Core Fund (1985-1989) and Portfolio Manager, US Equity Core Fund (1981-1985). Show less