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CPPIB’s leadership team is comprised of top-tier professionals in their fields. It is united by a sense of responsibility to our mandate and a commitment to the highest standards of integrity and professionalism.

Mona Akiki

Managing Director, Human Resources
(Toronto Office)

Mona leads the global Business Partner team for CPP Investment Board, an advisory function which plays a critical role in the overall development, execution and success of CPPIB’s talent management practices. 

Prior to joining CPPIB in 2013, Mona held various regional and global HR roles in the wholesale banking sector, based in the United Kingdom, Canada and United States.

Mona earned an MBA from McGill University as well as a B.A and B. Education from York University.

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Peter Ballon, Managing Director, Head of Investments, Real Estate Investments

Peter Ballon

Managing Director, Head of Real Estate Investments
(Toronto Office)

Peter is responsible for CPP Investment Board’s real estate investment activities globally. Prior to his current role, Peter led the investment teams for the US and Brazil. Peter is also a member of CPPIB’s Real Estate Investment Committee which has oversight for CPPIB’s global real estate investments.

Peter has over 20 years of commercial real estate experience. Prior to joining CPPIB in 2007, Peter worked with several leading real estate companies including Canderel, Brookfield and TrizecHahn.

Peter holds a Bachelor of Commerce degree from McGill University and an MBA from the Ivey School of Business.

+1 416 868 8691

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Kevin Cunningham, Managing Director, Head of Global Capital Markets

Kevin Cunningham

Managing Director, Head of Global Capital Markets
(Toronto Office)

Kevin joined CPPIB in 2011 and is responsible for leading CPP Investment Board’s Global Capital Markets team and ensuring the efficient management of the balancing portfolio, liquidity management, and best execution services for all publicly traded securities.

With more than 30 years of financial industry experience, Kevin possesses extensive international trading experience, product knowledge, and investment experience in the global financial markets, including 12 years with Goldman Sachs, & Co. in New York, Tokyo, London and Toronto.  Previously, as a Senior Advisor, he provided strategic and operational consulting services to established as well as start-up hedge funds.  Additionally, he was Partner and COO of Lucerne Capital Management LLC, a SEC-registered investment advisor with global operations.

Kevin holds an MBA in Finance from the University of Michigan and B.A. in Mathematics from Carleton College.

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Andrew Darling, Managing Director,

Andrew Darling

Managing Director, Head of Investment Risk and Finance
(Toronto Office)

Andrew’s responsibilities include oversight of the Investment Risk and Investment Finance functions as well as providing integration and oversight of work supporting the investment framework. 

Previously Andrew held Managing Director roles within Private Investments both in business management and infrastructure since joining CPP Investment Board in 2010.  Before this,  Andrew was CEO of HBOS Canada. In a banking career, focused on international and corporate banking, Andrew covered both origination and risk functions. He was head of corporate finance activities in Continental Europe and a board member of HBOS’s European and North American International division which oversaw retail and corporate activities. 

+1 416 479 5894

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Andrew Edgell, Senior Principal, Principal Credit Investments

Andrew Edgell

Managing Director, Principal Credit Investments
(Toronto Office)

Prior to joining CPP Investment Board, Andrew was Vice-President in the private debt and special opportunities fund at Fortress Investment Group in Toronto. Previously, he was a Vice-President with KPMG Transaction Advisory.

Andrew is a Chartered Accountant and a Chartered Business Valuator, and holds a B.Comm. from McGill University.

+1 416 874 5376

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Jim Fasano, Managing Director, Head of Funds, Secondaries & Co-Investments

Jim Fasano

Managing Director, Head of Funds, Secondaries & Co-Investments
(Toronto Office) 

Jim is responsible for leading CPP Investment Board’s Funds, Secondaries & Co-investments group. He had previously led CPPIB’s Principal Investing group.

Prior to joining CPPIB in 2004, he worked in the Investment Banking group at Merrill Lynch & Co. and RBC Capital Markets. Previously he was a Commissioned Officer in the Canadian Armed Forces.

Jim holds a Bachelor of Engineering degree from the Royal Military College of Canada and an International Master of Business Administration degree from the University Of Chicago Graduate School Of Business.

He currently serves on the boards of NEWAsurion and IMS Health. He is a former director of AWAS Aviation Capital, LHP Hospital Group, Kinetic Concepts and Cequel Communications.

+1 416 868 6189

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Martin Healey, Managing Director, Head of Private Real Estate Debt

Martin Healey

Managing Director, Head of Strategy, Real Assets
(London Office)

Martin heads the Strategy group within the Real Assets department. The Strategy group delivers insight and actionable advice to the Real Asset investment committees and transaction teams on issues impacting long-term investment performance. Martin also serves as a member of CPPIB’s global committees for equity investments into real estate, agriculture and infrastructure, as well as for real estate debt investments.

Since joining CPPIB in 2005, Martin has led the development of a number of new investment programs, making CPPIB’s first real estate equity investments into a number of new countries and sectors. He founded the Private Real Estate Debt group in early 2010 and led its growth to over $4 billion in assets, before assuming his current position in 2016.

Prior to joining CPPIB, Martin held transactional roles in the real estate investing, commercial lending and investment banking industries, based in the UK, Canada and the United States. He holds a B.A. (Honours) in Marketing from the University of Strathclyde, in Scotland and an M.B.A. with emphasis in Real Estate from the University of California, Berkeley. 

+44 20 3205 3451

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Bruce Hogg, Managing Director, Head of Infrastructure Americas

Bruce Hogg

Managing Director, Head of Infrastructure Americas
(Toronto Office)

Prior to joining the CPP Investment Board in October 2007, Bruce led the private markets infrastructure team at OPTrust. Previously, he spent a number of years working with Macquarie Bank in London and Toronto in corporate finance after having worked in investment banking at RBC Dominion Securities.

+1 416 874 5211 

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William Holland

Managing Director, Head of Investment Systems
(Toronto Office)

William leads the CPP Investment Board’s Risk and Investment Systems group within Information Technology. His team provides technology support for Trading, Portfolio Management and Risk Systems.

He has over 20 years of financial technology experience providing global technology solutions. Prior to joining CPPIB in 2009 William held roles with major financial institutions in London and New York including Citi Bank, Bank of America and JP Morgan Chase.

William has a Bachelors of Science degree from Salford University (in the UK) with joint Honours in Physics and Computing.

+416 868 5005

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Jim Hwang, Managing Director, Head of Portfolio Management

Jim Hwang

Managing Director, Head of Portfolio Management
(Toronto Office)

Jim leads the Portfolio Management group in our Total Portfolio Management department.  He and his group are responsible for the daily management of the Investment Portfolio by rebalancing to and targeting desired systematic exposures.

Prior to this he managed the Portfolio Engineering team in GCS where he was responsible for the daily production of quantitative investment models, portfolios and related analytics.

Before joining CPPIB Jim held various positions managing quantitative portfolios and portfolio management teams at Seekers Advisors HK, Bosera Asset Management Co. in HK  & China, Barclays Global Investors and UBS Brinson Inc. in the US.

Jim has a Master of Science degree in Mechanical Engineering from UC Berkeley and a Bachelor of Science degree in Aeronautical and Astronautical Engineering from MIT.  He is also a CFA charter holder.

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Kathy Jenkins

Managing Director, Head of Corporate Finance
(Toronto office)

Kathy leads the Corporate Finance and Investment Governance groups within CPPIB. She brings  over 25 years of professional finance and management experience, primarily within the financial services industry and has held a variety of senior financial positions at two major financial institutions. Prior to joining CPPIB, Kathy was Senior Vice President and  Chief Financial Officer, Global Wealth and Insurance for Scotiabank and before joining the bank was Senior Vice President,  Finance at Fairmont Raffles Hotels International.

Kathy  is currently a member of the Audit Committee at the University of Toronto and served on the Continuous Disclosure Advisory Committee of the Ontario Securities Commission.

Kathy holds a Bachelor of Commerce degree from the University of Toronto, a Canadian CPA, CA and a CPA (Illinois). She was granted the ICD.D. designation by the Institute of Corporate Directors.

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Malcolm Khan, Managing Director, Operations

Malcolm Khan

Managing Director, Head of Investment Operations
(Toronto Office)

Malcolm leads CPP Investment Board's Investment Operations team within the organization’s Operations and Technology Group. His team is responsible for providing operational support to our Public Market and Investment Partnership departments related to our capital markets and external fund management businesses. In addition, Malcolm leads Crisis Management & Business Continuity, Operational Due Diligence pertaining to third-party funds and Business Process Improvement.

Malcolm has over 25 years experience at Scotia Capital and The Bank of Nova Scotia, spanning retail and wholesale operations; operational, market and sovereign risk; business process re-engineering; and running capital markets business. Prior to this Malcolm worked in the office of a foreign Auditor General and was a teacher.

Malcolm holds an MBA from Edinburgh Business School, Heriot-Watt University and is a Fellow of the Institute of Canadian Bankers.

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Managing Director, Infrastructure

Neil King

Managing Director, Infrastructure
(London Office)

Neil has 25 years of experience in the infrastructure market, including 15 years as a banker at Lloyds, Barclays and WestLB, followed by a 10 year spell as a founding partner in 3i’s infrastructure business prior to joining CPPIB in 2015.

+44 20 3205 3427 

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Stephanie Leaist, Managing Director, Head of Sustainable Investing

Stephanie Leaist

Managing Director, Head of Sustainable Investing
(Toronto office)

Stephanie oversees all of CPPIB’s sustainable investing activities, including direct and collaborative engagements, proxy voting and the integration of environmental, social and governance factors across all of CPPIB’s investment activities. 

In a prior role at CPPIB from 2002 to 2012, Stephanie was a Senior Principal in the Private Investments department. In that role, Stephanie was instrumental in building CPPIB’s private equity funds portfolio, developing its global private equity funds strategy and participating on numerous fund Advisory Boards. 

Prior to joining CPPIB in 2002, Stephanie was principal of Ludwick & Leaist Inc., a corporate consulting firm. She also practised corporate/commercial and securities law with McCarthy Tétrault, and earned her Chartered Accountant designation with Coopers & Lybrand. 

Stephanie holds her Bachelor of Commerce and Law degrees from the University of Toronto.

 

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James Logush

Managing Director, Head of Fixed Income in Global Capital Markets
(Toronto Office)

James Logush

Managing Director, Global Capital Markets.

James joined CPPIB in April 2011 to head up Fixed Income execution and Fixed Income portfolio management within Global Capital Markets. GCM Fixed Income executes on behalf of all the fixed income active programs within CPPIB.  Jim is also responsible for the management of CPPIB’s Fixed Income Passive Portfolio and also manages the US Commercial Paper program as well as Term Debt issuance at CPPIB. Jim has extensive international experience in the Fixed Income Markets, having worked in Tokyo, London, New York and Toronto before joining CPPIB.

James is a graduate of the University of Western Ontario and holds the Chartered Financial Analyst designation.

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Geoff McKay

Managing Director, Direct Private Equity
(Toronto Office)

Prior to joining CPPIB, Geoff was Managing Director and Head of Private Equity at Vulcan Capital, based in Seattle.  He was previously a Partner with Forstmann Little & Co. in New York.  Prior to that Geoff worked in M&A for Goldman Sachs in New York and London.

Geoff holds an MBA from Wharton and a BA in Economics from the University of Victoria.

+1 416 868 5011

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Paul M. Mullins, Managing Director, Head of Portfolio Value Creation (London Office)

Paul M. Mullins

Managing Director, Head of Portfolio Value Creation
(London Office)

Paul leads CPP Investment Board's Portfolio Value Creation group, supporting management of the individual investments to create value for the Private Investments portfolio.  

Paul has over 19 y ears of experience in commercial and operational improvement - most recently with the portfolio team at Permira Advisors LLP. Prior to this, he was a Partner and Managing Director at the Boston Consulting Group (BCG) where he was head of the Private Equity practice for the UK and was responsible for advising firms on multiple transactions as well as driving strategy and operational change.

Paul holds an MA/MChem from the University of Oxford.

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Deborah Orida, Managing Director, Head of Private Equity Asia

Deborah Orida

Managing Director, Head of Private Equity Asia 
(Hong Kong Office)

Deborah is responsible for leading private investments in Asia with a focus on both direct private equity investments and fund commitments. Deborah was most recently Managing Director, Head of Relationship Investments International and was responsible for significant minority investments in public companies in Asia and Europe.  Deborah joined CPPIB in 2009 and has been located in Hong Kong since 2012. Prior to joining CPPIB, Deborah spent nine years at Goldman Sachs & Co. in New York and Toronto advising management teams and boards on M&A and financing transactions. Previously, Deborah was a securities lawyer at Blake, Cassels & Graydon in Toronto.

Deborah serves on the Board of Directors of HKBN Ltd. and previously was a member of the Board of Directors of the Bridgepoint Health Foundation and was the Chair of Vitalhub Corp., a Toronto-based mobile healthcare start-up company.

Deborah holds a MBA from The Wharton School and both a LLB and BA from Queen's University, Canada.

+1 852 3973 8751

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Jimmy Phua, Managing Director, Head of Real Estate Investments Asia

Jimmy Phua

Managing Director, Head of Real Estate Investments - Asia
(Hong Kong Office)

Jimmy is responsible for CPP Investment Board’s real estate in Asia. He has over 20 years real estate experience in Asia having worked out of Singapore, South Korea and currently based in Hong Kong. Prior to joining CPPIB in 2008, Jimmy worked with several leading real estate companies including ING Real Estate. He was responsible for setting up ING Real Estate’s business in South Korea.

Jimmy holds a First Class Honours in Bachelor of Science (Estate Management) from the National University of Singapore and a Masters in International Management from the Royal Melbourne Institute of Technology.

+852 3973 8777

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Kathy Rohacek

Managing Director, Head of Organizational Development
(Toronto Office)

Kathy leads a team focused on building relevant employee, leadership and organizational  capabilities critical to grow a sustainable global investment organization. 

Within CPP Investment Board, Kathy was previously responsible for leading the Human Resources Business Partner team which supported the Investment Departments (Private Investments, Public Market Investments and Real Estate Investments) as well as Total Portfolio Management.  Prior to joining CPPIB in May 2007, Kathy worked with Xstrata (formerly Falconbridge Limited) in various roles including leading Human Resources in their global nickel business and Organizational Development.

Kathy holds a Bachelors of Business Administration degree from the University of Texas at Austin.

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Mark Roth, Managing Director, Business Management

Mark Roth

Managing Director, Head of Business Management
(Toronto Office)

Mark Roth leads the Business Management function for the Public Market Investments Department within CPP Investment Board. As a member of the PMI management team, Mark oversees the non-investment financial and operational aspects of CPPIB’s business. In this role, he manages and executes the strategic and financial objectives of the business, and partners with CPPIB’s Legal, HR, Finance, Analytics, and Risk groups to ensure appropriate and coordinated support for the organization.

With 30 years of experience in diverse financial roles, Mark brings both broad and deep experience in the operational, finance and risk aspects of CPPIB’s business. Prior to joining CPPIB, he was most recently Chief Global Market and Operational Risk Officer at Morgan Stanley Wealth Management.  In addition, he has held senior positions at Bassini Playfair Wright (New York and Sao Paolo) and Deutsche Bank (London and New York).  Before his investment career he held management-level positions in the service industries.

Mark also serves as Immediate Past President of Hadassah Associates, a 35,000 member global non-profit organization focused on healthcare, education and social services.

Mark is a Phi Beta Kappa graduate of Yale University where he earned a B.A. in Economics, and is a Certified Public Accountant. 

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Barry Rowland Managing Director, Head of Internal Audit

Barry Rowland

Managing Director, Head of Internal Audit
(Toronto Office)

Prior to joining CPP Investment Board Barry was a senior partner in the Risk Advisory Services practice of Ernst & Young, where he provided public and large private entities with assurance, regulatory, risk management and internal audit services in Canada and the United States.  He has over 20 years of experience, including enterprise risk management and internal audit within the financial services sector.

As Head of Internal Audit, Barry leads the team of professionals who execute the mandate on behalf of the audit committee of the Board and senior management.

Barry holds an Honours BA from York University and an MBA from the Schulich School of Business.  He is a CA and a CPA, as well as a graduate of the Institute of Corporate Directors Program.

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Sandip Sahota

Managing Director, Data Management
(Toronto Office)

Sandip leads the Data Management group at CPP Investment Board. Working closely with data consumers across CPPIB, his teams are responsible for developing the data strategy and managing the operations for market, reference and internal investment data.

Sandip brings over 18 years of financial-industry experience. He joined CPPIB in January, 2015 after a 15-year tenure at Morgan Stanley in increasingly senior roles within the Enterprise Data Services division leading cross-functional teams across the data and technology domains. Within his responsibilities, he provided coverage across Investment Groups, Operations, Legal and Compliance and Finance.

Sandip earned a Bachelor of Science degree in Management Information Systems and a Bachelor of Arts degree in Political Science from the University of Tampa.

+1 416 972 8123

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Aleksandar Simic

Managing Director, Infrastructure Systems
(Toronto Office)

Aleksandar leads the Technology Services within our Information Technology department. His team provides support for infrastructure systems as well as for the technology requirements across our global offices.

Aleksandar has over 20 years of technology experience in financial, retail and telecommunication industries. Prior to joining CPPIB in 2015 he held technology leadership roles at Credit Suisse, Alpha Trading Systems, TD Bank and TD Securities.

Aleksandar holds a Master of Science degree in Electrical Engineering from the Technical Military Faculty in Serbia.

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Hilary Spann - Managing Director, Real Estate Investments U.S.

Hilary Spann

Managing Director, Head of U.S. Real Estate Investments 
(New York Office)

Hilary Spann is responsible for CPP Investment Board’s real estate investments in the United States, and she is based in New York City. Hilary is also a member of CPPIB’s real estate investment committee, which has oversight for CPPIB’s global real estate investments. Hilary has 18 years of commercial real estate experience. Prior to joining CPPIB, Hilary held various roles in real estate acquisitions and asset management at JP Morgan Asset Management, and she was also a consultant at PricewaterhouseCoopers.

Hilary attended the Georgia Institute of Technology, where she received an undergraduate degree focused on architecture and master’s degree in urban planning. She is the chair of the Urban Development Mixed Use Council (Red Flight) for ULI, and she is an officer of the board of directors for WX – Women Executives in Real Estate, a New York based professional and charitable organization. 

+1 646 564 4922

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Cheryl Swan Managing Director, Head of Treasury, Performance & Reporting

Cheryl Swan

Managing Director, Head of Treasury, Performance & Reporting and Tax
(Toronto Office)

Cheryl leads the TPRT team within CPP Investment Board's Finance, Analytics & Risk Group. Her teams are responsible for treasury and funding services across the portfolio,  performance measurement and attribution, total fund reporting, internal reporting and analysis as well as providing oversight of the Tax function. 

Cheryl has more than 20 years of experience in the financial services sector. Prior to joining CPPIB she held increasingly senior roles at TD Bank Financial Group and at Canada Trust, before its acquisition by TD. Her responsibilities have ranged from funding strategy and treasury accounting functions to oversight of bank-wide liquidity measurement, compliance, monitoring and regulatory and Board reporting.

Cheryl is a Chartered Accountant and holds a Bachelor of Commerce degree from the University of Toronto.

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Jay Vyas, Managing Director, Head of Quantitative Investing

Jay Vyas

Managing Director, Head of Quantitative Investing
(Toronto Office)

Jay leads CPP Investment Board's Quantitative Investing group in GCS within the Public Market Investments department.

He has over 20 years experience in the field of quantitative investments.  Prior to joining CPPIB in 2010, Jay was a co-founder and Chief Investment Officer at Vyas Capital Management.  Before that, he was a Senior Portfolio Manager and Head of Portfolio Management Process in Barclays Global Investors' Alpha Strategies Group, a portfolio manager at Martingale Asset Management, and he worked at Barra Inc. where he began his career.

Jay holds a B.S. in Electrical Engineering and Computer Science from the University of California, Berkeley, and is a CFA Charterholder.

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Michael Woolhouse, Managing Director, Head of Secondaries & Co-Investments

Michael Woolhouse

Managing Director, Head of Secondaries & Co-Investments
(Toronto Office) 

Michael leads a team based in Toronto and London which sources, executes and manages transactions within three lines of business: LP Secondaries, Direct Secondaries and Co-Investments. He is responsible for all global markets excluding Asia. 

Previously, Michael was a senior member of the Private Equity Funds team for eight years. He managed a portfolio of ~$15 billion including four of CPPIB's five largest private equity manager relationships including Advent, Blackstone, CVC and TPG. Michael’s portfolio supported the origination of ~$10 billion in direct investments. He has led the resolution of complex negotiations and restructurings related to key person events. Finally, Michael has played an important role in developing new investment strategies and in creating new investment and management processes.

Michael joined CPPIB from TD Securities in Toronto where he was an investment banker for approximately five years focusing on the financial services sector. Previously, Michael was head of strategy with the AXA Group in Tokyo, a management consultant with Bain & Company in Toronto, Singapore and Hong Kong, and began his career in investment banking with Salomon Brothers' financial institutions group in New York.  

Michael holds an MBA from Western Business School and a Bachelor of Commerce from the University of Calgary.

+1 416 874-5169

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Lisa A. Baiton,Managing Director, Global Public Affairs

Lisa A. Baiton

Managing Director, Head of Public Affairs
(Toronto Office)

Lisa Baiton oversees both the international and domestic public affairs programs at CPP Investment Board. She has over 25 years experience in progressively senior executive leadership roles in both the public and private sectors. Prior to joining CPPIB, Lisa served as Vice President and Practice Lead, Government Relations for Environics Communications Inc., a North American full-service public affairs firm where she provided executive-level counsel to large corporate clients. She has also worked for one of Canada's largest industry associations, the Canadian Bankers Association, and for senior Cabinet Ministers and a Premier within three governments (Saskatchewan, Federal, and Ontario).

Originally from Saskatchewan, Lisa has a BA in Political Science (University of Saskatchewan), and a MBA from the Kellogg Graduate School of Management (Northwestern University) and the Schulich School of Business (York University), with global electives completed at Hong Kong University of Science & Technology. She is a graduate of the Institute of Corporate Directors (ICD) Directors Education Program at the Rotman School of Management (University of Toronto). She is an active volunteer, currently serving on the Board of Directors of the Canada-China Business Council and on the Asia Pacific Foundation of Canada’s Toronto Advisory Group.

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Susan Bellingham Managing Director, Business Planning & Enterprise Risk Management

Susan Bellingham

Managing Director, Head of Business Planning & Enterprise Risk Management
(Toronto Office)

Susan leads the business planning function and oversees the enterprise risk management framework for the CPP Investment Board.

Susan brings over 20 years of experience in the pension and investment industry including 14 years at Manulife Financial where she was on the Senior Management Team of the U.S. Retirement business and for the last three years, was in the corporate office as the Vice President, Enterprise Risk Management.  Prior to joining Manulife, Susan held pension plan consulting roles at both Towers Perrin and Watson Wyatt (now Towers Watson).

Susan holds a Bachelor of Science degree in Actuarial Science and Statistics from the University of Toronto, is an Associate of the Society of Actuaries, and Member of the American Academy of Actuaries.

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Katie Daniels, Managing Director, Head of Compliance

Katie Daniels

Managing Director, Head of Compliance
(Toronto Office)

Katie Daniels is CPPIB’s Head of Compliance, located within the legal department.

Before joining CPPIB, Katie was a long term member of staff of the Ontario Securities Commission, acting as Deputy Director in both the Corporate Finance and Enforcement branches.  In her leadership role, she developed deep expertise in securities law, corporate governance and regulatory issues, along with litigation and risk management.  Prior to joining the OSC, she practiced commercial litigation with a large Toronto firm.

In addition to her past role at the OSC, Katie was a member of the Board of Directors of the North American Securities Administrators Association (NASAA), an umbrella organization representing all state and provincial securities regulators in North America.

Katie graduated from the University of Toronto law school in 1992 and earned her Global Professional Masters of Law (GPLLM) from the University of Toronto law school in 2012.   

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Avik Dey

Managing Director, Head of Natural Resources
(Toronto Office)

Avik heads up our natural resources group.

 

Prior to joining CPPIB, Avik was President & CEO of Remvest Energy Partners in Houston, USA. Previously, he was a Founder and Chief Financial Officer of Remora Energy, a Private Equity backed energy company. He has been active in the global energy sector since 1999 with roles across industry, private equity and investment banking. He has previously worked with a number of organizations including First Reserve, Deutsche Bank and EnCana Corporation.

Avik currently serves on the board of Teine Energy. He also serves on the Board of Directors for Enactus Canada and the Young Professionals in Energy organization. He holds a Bachelor of Commerce in Finance from the University of Calgary.

+1 416 972 8317

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Kristina Fanjoy

Managing Director, Head of Tax
(Toronto Office)

Kristina heads CPP Investment Board's Tax team which is responsible for providing oversight and guidance for international tax related strategy, risk management, investment support and compliance for CPP Investment Board. Prior to joining CPP Investment Board in 2010, Kristina practiced international tax at KPMG where she advised global organizations. Her professional career included lecturing on international tax topics of interests to Canadian companies investing abroad. 

Kristina holds a B.Comm from the University of Toronto and is a Chartered Accountant.

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John Graham, Senior Principal, Principal Credit Investments

John Graham

Managing Director, Head of Principal Credit Investments
(Toronto Office) 

John leads CPPIB’s Principal Credit Investments program. Prior to this role, John was responsible for business management, structuring and operations and supporting portfolio management in Private Investments. John joined CPPIB in 2008 and was a senior member in Principal Credit Investments until 2015. 

John holds an MBA from the Rotman School of Management at the University of Toronto, a PhD from the University of Western Ontario and is a CFA charterholder.

+1 416 874 5127

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Christian Hensley, Senior Principal, Relationship Investments

Christian Hensley

Managing Director, Relationship Investments
(Toronto Office)

Prior to joining CPPIB's Relationship Investments group in 2012, Christian spent 11 years in the private equity and growth capital industry at Charterhouse Group and Planier Capital. Christian began his career in the Investment Banking division of Salomon Brothers in New York City.

Christian holds a MBA from Harvard Business School and a BA from the University of Pennsylvania.

He currently serves on the board of 21st Century Oncology, and previously served on the boards of five companies in the Business Services, Healthcare Services, Communications and Education sectors.

+1 416 479 5549 

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Cressida Hogg

Managing Director, Head of Infrastructure
(London Office)

Cressida is responsible for overseeing CPPIB’s significant global infrastructure program.  Prior to joining CPPIB in 2014, Cressida was the Managing Partner of 3i’s infrastructure business, leading deals in a variety of sectors.    

Cressida holds a B.A. in Politics, Philosophy and Economics from St. John’s College Oxford and an MBA from the London Business School.

 

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James Hughes Managing Director, Investment Risk

James Hughes

Managing Director
(Toronto Office)

Since joining CPPIB – and until August 2016 – James was responsible for leading the Investment Risk function with accountabilities for the measurement, analysis, and oversight of risk across the entire investment portfolio.  James is currently on sabbatical until September 2017.

Prior to joining CPP Investment Board, James worked for BMO Financial Group where he held a number of increasingly more senior roles over a 13 year period including responsibility for the global risk oversight, valuation, reporting and analytics as well as infrastructure functions within the Capital Markets Risk group.

James holds a PhD in theoretical physics from the University of Toronto.

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Rocky Ieraci

Managing Director, Head of Investment Risk
(Toronto office)

Rocky is responsible for leading the Investment Risk function within CPP Investment Board with accountabilities for the measurement, analysis, and oversight of risk across all of the investment portfolios.

Rocky has over 18 years of experience in risk management within the banking, insurance and most recently asset management sectors.  Prior to joining CPP Investment Board, Rocky worked for S&P Risk Solutions where he was the VP and Head of Analytical Services for the Americas.  In this role he assisted financial institutions on the development and implementation of risk assessment frameworks and risk measurement methodologies.  As a risk consultant, he drew upon 10 years of credit risk experience at Bank of Montreal where he held progressively senior roles within investment banking, middle market and retail risk groups.

Rocky has a MBA from the Schulich School of Business, a Specialized Honours BA in Economics from York University and is a CFA charter holder.

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Jennifer Kerr, Managing Director, Head of Funds

Jennifer Kerr

Managing Director, Head of Funds
(Toronto Office) 

Jennifer is responsible for the team that makes and monitors CPPIB's private equity fund commitments in North American, Latin America and Europe. Prior to joining CPP Investment Board in December 2004, Jennifer worked at MWI & Partners, a Canadian middle market buyout fund, and Merrill Lynch & Co. in investment banking in Toronto and structured finance in London.

Jennifer holds a B.Comm. from McGill University.

+1 416 868 6606

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Suyi Kim, Managing Director, Head of Asia Pacific

Suyi Kim

Managing Director, Head of Asia Pacific
(Hong Kong Office)

Suyi is responsible for leading our investment activities in Asia and overseeing CPPIB’s portfolio of Asian investments. Suyi joined CPPIB nine years ago, establishing CPPIB’s first international office in Hong Kong and has overseen the private equity business in Asia as Head of Private Equity Asia. Suyi’s private equity investment experience also includes her career at Teacher’s Private Capital, the private equity group at Ontario Teachers’ Pension Plan and The Carlyle Group’s Asia Buyout. She also worked at McKinsey & Co. and PricewaterhouseCoopers.

She received her MBA from Stanford Business School and a BA from Seoul National University. She is also a Certified Public Accountant.

+852 3973 8787

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Scott Lawrence, Managing Director, Head of Relationship Investments

Scott Lawrence

Managing Director, Head of Relationship Investments
(Toronto Office)

Scott leads the team responsible for making significant minority investments in public companies seeking a constructive, longer-term relationship with the CPP Investment Board. He has more than 15 years of experience in the financial services sector. He joined the CPP Investment Board’s Private Investments department in 2005 as a Senior Principal to start the Infrastructure Investments group. Prior to that, Scott was an investment professional at Onex Corporation and held various positions in both finance and operations at GE Capital Real Estate and GE Plastics.

Scott holds a MBA from Harvard Business School and a Bachelor of Commerce (Honours) from Queen's University, Canada.

He currently serves on the boards of TORC Oil & Gas Ltd. and Entertainment One Ltd., and has served on numerous other boards in a variety of industries.

+1 416 868 5090

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Rosemary Li-Houpt

Managing Director, Head of Talent Acquisition
(Toronto Office)

Rosemary leads CPP Investment Board’s Talent Acquisition team, which is responsible for recruiting talent for all CPPIB offices globally.

Rosemary joined CPPIB after more than seventeen years at McKinsey & Company, where she spent six years as a consultant, then over eleven years in several global talent management roles including candidate assessment, campus and experienced hire recruiting, talent branding, and most recently, consultant leadership development.

Rosemary holds an MBA from the Harvard Business School, an MPA from Harvard’s Kennedy School of Government, and a BA from the Ivey School of Business.

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Alistair McGiven, Managing Director, Head of Global Tactical Asset Allocation

Alistair McGiven

Managing Director, Head of Global Tactical Asset Allocation
(Toronto Office)

Alistair is Managing Director and Head of GTAA.   Alistair joined CPPIB in October 2008 as a Senior Portfolio Manager in GTAA, managing the Tactical Asset Allocation portfolio, and leading the Portfolio Management and Research team and then the Portfolio Construction and Research team.

Prior to joining CPPIB, Alistair spent 10 years at UBS Global Asset Management in London where he was a Portfolio Manager, responsible for both an absolute return macro fund, and for the asset allocation within traditional, long-only, balanced portfolios.  Prior to joining UBS, Alistair spent 6 years working as an economist at the Bank of England (the UK’s Central Bank) in the Monetary Analysis and International Divisions.

Alistair has a Bachelors degree in Economics from the University of Leicester, a Masters degree from the University of Manchester (both in the UK), and is a CFA charterholder.

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Derek Miners,  Managing Director, Head of Treasury Services

Derek Miners

Managing Director, Head of Treasury Services
(Toronto Office)

Derek leads CPP Investment Board’s Treasury Services team which focuses on cash management, short term liquidity management, foreign exchange hedging and internal funds transfer pricing. Since joining CPPIB in 2004, Derek’s range of experience includes Private Investments, and previously led CPPIB’s external hedge fund Operational Due Diligence and Enterprise Reporting & Business Intelligence groups.

Prior to CPPIB, Derek was with Ontario Teachers' Pension Plan in the Investment Finance – Private Capital group. 

Derek is a CFA Charterholder and obtained his CPA, CA designation with Deloitte in their financial institutions audit practice.  He also holds a Bachelor of Commerce from the University of Toronto.

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Basant Nanda

Managing Director, Head of Information Technology
(Toronto Office)

Basant is responsible for leading the Information Technology group at CPP Investment Board.

Basant brings over 20 years of financial technology experience. Prior to joining CPPIB, he was with Bank of America Merrill Lynch as Global Head of Technology for their Prime Brokerage, Securities Lending, Financing and Clearing Businesses. His professional experience also includes 16 years at Goldman Sachs & Co. in a variety of roles in the Technology division. Significant roles at Goldman Sachs include Global Head of Investment Research Technology and Global Head of Prime Brokerage, Fund Administration and Risk Technology.

Basant earned a Master of Science degree in engineering from the University of Massachusetts and a Bachelor of Engineering degree from Motilal Nehru Institute of Technology, India.

+1 416 972 8470

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Andrea Orlandi

Managing Director, Head of Real Estate Investments - Europe
(London Office)

Andrea is responsible for CPP Investment Board’s European Real Estate Investments. He joined CPPIB’s London office in 2011 as Director, Real Estate Investments for Europe and has been responsible for real estate investments on a pan-European basis and in India.  

He has more than 15 years experience in real estate investment, holding senior positions at real estate private equity and investment firms.  Prior to joining CPPIB, Andrea was European Chief Investment Officer and Director of AREA Property Partners.  

He holds an MBA from Insead and a BS in International Economics from the School of Foreign Service of Georgetown University.  

+44 20 3205 3436

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Chris Pinkney, Managing Director, Short Horizon Alpha, Public Market Investments

Chris Pinkney

Managing Director, Short Horizon Alpha
(Toronto Office)

Chris joined Global Capital Markets at CPP Investment Board in 2007 focusing on fixed income programs.   The initial focus was on passive portfolio management but as the active investment mandate expanded his responsibilities increased to include active credit and interest rate strategies.   He is currently responsible for the active credit and interest rates portfolio in the Short Horizon Alpha area as well as developing cross product strategies spanning equity, foreign exchange, interest rates, credit and volatility.  

Chris has over 20 years of investment and trading experience in both European and North American markets.  Prior to joining CPPIB, he spent over 12 years with TD Securities as part of the Credit Products Group trading vanilla and structured credit primarily out of London.  Chris also spent 3 years with Price Waterhouse in Toronto.   

Chris holds a Bachelors of Commerce from Queen’s University and an MBA from the University of Western Ontario.  He also holds the Chartered Professional Accountant and Chartered Financial Analyst designations. 

 

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Chris Roper Managing Director,  Head of Short Horizon Alpha

Chris Roper

Managing Director, Head of Short Horizon Alpha & Cash and Liquidity Group
(Toronto Office)

Chris joined Global Capital Markets at CPP Investment Board in 2008 focusing on active management programs. He is currently responsible for developing shorter term active strategies on a broad range of assets including fixed income, currency, equity, commodities, volatility and credit.

Chris has over 15 years of investment and trading experience with both domestic and international institutions.  Prior to joining CPPIB, he was Managing Director Securitization and Structured Finance at BMO Capital Markets, Co-Head Structured Finance at Scotia Capital, and traded exotic options and derivatives at Citibank.

Chris holds a degree in Engineering Physics from McMaster University and an MBA from Queen’s University.

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Karen Rowe

Managing Director, Head of Investment Finance
(Toronto Office)

Karen leads CPPIB’s Investment Finance team, supporting both Private Investments and Real Estate Investments on a global basis.  Her team is responsible for providing operational support to the investment groups, financial reporting and analysis, valuations, as well as most recently, governance and management of CPPIB’s non-investment legal entities.

Karen has over 20 years experience in leadership roles providing financial, strategic and operational management and advice. Karen spent 12 years at CIBC in both Retail and Wholesale Banking including a role as Vice President Finance, World Markets supporting Private Investments, Investment Banking and Commercial Banking.

Karen holds a Bachelor of Commerce (Honours) from Memorial University of Newfoundland and is a Chartered Accountant. Karen was awarded a Provincial Gold Medal upon obtaining her CA Designation.

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Geoffrey Rubin, Managing Director, Head of Portfolio Construction & Research

Geoffrey Rubin

Managing Director, Head of Portfolio Construction & Research
(Toronto Office)

Geoffrey leads the Portfolio Construction & Research Group within the Total Portfolio Management Department.  Geoffrey and his group are responsible for establishing desired total portfolio composition over both shorter and longer horizons. The PCR Group characterizes the risk factor exposures and return expectations of a wide range of public and private investment strategies; forecasts economic and financial market conditions; optimizes short- and long-term total portfolio composition; and develops total portfolio strategy.

Before joining CPPIB Geoffrey held finance roles with Fannie Mae and Capital One Financial, where he managed the global balance sheet.  He also ran a consulting practice and was Adjunct Professor at American University’s Kogod School of Business.

Geoffrey holds a Ph.D. in Economics from Princeton University and a B.A. in Economics from the University of Virginia.

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Ryan Selwood

Managing Director, Head of Direct Private Equity
(Toronto Office)   

Ryan is responsible for CPP Investment Board’s Direct Private Equity program. He previously led our financial institutions investing initiative and our direct private equity activities in Europe.

Prior to joining CPPIB in 2006, Ryan was a Vice-President at Merrill Lynch & Co. in the Financial Institutions Group in the Investment Banking Division in New York. He currently serves on the boards of Antares Capital, Dorna Sports S.L. and Wilton Re.  He was formerly a director of AWAS Aviation Capital.

Ryan holds his MBA and law degrees from York University and a BA from the University of Western Ontario.

+1 416 972 8430

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Geoffrey Souter

Managing Director, Head of Private Real Estate Debt
(Toronto Office) 

Geoffrey heads the Private Real Estate Debt investing team at CPPIB Credit Investments Inc., a subsidiary of Canada Pension Plan Investment Board (CPPIB). In addition to his real estate debt responsibilities, Geoffrey also serves as a member of CPPIB’s global investment committees for all real estate equity transactions and all forms of credit investment.

Geoffrey joined CPPIB Credit Investments Inc. in 2010 to help develop and implement our current private real estate debt strategy. Since joining he has helped lead CPPIB’s investments in a broad range of real estate debt products including mortgage, mezzanine, and preferred equity loans secured by high quality real estate assets in markets across the Americas and Europe while selectively evaluating expansion into new markets.

Prior to joining CPPIB, Geoffrey spent four years at RBS Greenwich Capital and was a board member of RBS’s Global Real Estate Finance Group responsible for its US debt portfolio. Geoffrey started his career at JPMorgan where he held several real estate finance related roles in NY and London departing as head of real estate capital markets.

Geoffrey holds a B.A. (Honours) in Urban Development from the University of Western Ontario and a Masters in Real Estate Development from Columbia University.

+ 1 416 868 8579

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Rodolfo Spielmann

Managing Director, Head of Latin America
(São Paulo office)

Rodolfo is responsible for leading the CPP Investment Board in Latin America. Based in São Paulo, Rodolfo covers all aspects of CPPIB’s mandate, including our Latin American advisory relationships, and provides active leadership and coordination of our activities in these markets.

Rodolfo has 21 years of consulting with Bain & Company, of which the past 14 years have been in Brazil.  Most recently he was Practice Leader, South America Financial Services, at Bain & Company establishing the Financial Services practice and building it into a market leader. Prior experience includes Deutsche Bank Commercial and Corporate Banking in Spain and Germany.

Rodolfo holds a Master of Business Administration from The Wharton School in Philadelphia, USA, and a Bachelor of Economics from the University of Buenos Aires in Argentina.  

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Scott Taylor

Managing Director, External Portfolio Management
(Toronto Office)

Scott joined CPP Investment Board in 2005. As Managing Director within the External Portfolio Management Team Scott plays a leadership role in CPPIB’s manager research and selection process.  Prior to joining the External Portfolio Management Team, Scott was a senior member of CPPIB’s Private Investments Team, where he focused on private equity fund investments and private equity secondaries. 

Prior to joining CPPIB, Scott was a member of the European Corporate Development team at Level 3 Communications.  Scott began his career in mergers and acquisitions with BMO Nesbitt Burns.

Scott holds a Master in Finance from London Business School and a BBA from Wilfrid Laurier University.

+1 416 868 5041

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Poul Winslow Managing Director, Head of External Portfolio Management

Poul Winslow

Managing Director, Head of Thematic Investing and External Portfolio Management
(Toronto Office)

Poul leads the team responsible for selecting and managing relationships with external managers across a wide range of active mandates, as well as the team that focuses on investments in long-horizon themes.

Prior to joining CPP Investment Board in 2009, he had several senior management and investment roles at Nordea Investment Management in Denmark, Sweden and the USA. He also served as the Chief Investment Officer for AP2 in Sweden.

Poul obtained his undergraduate and Masters Degree in Economics and Management from Aarhus University in Denmark.

He currently serves on the boards of Enstar Group and the Hedge Fund Standards Board.

+1 416 868 5052

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David Yuen, Managing Director, Head of Fundamental Investing

David Yuen

Managing Director, Head of Fundamental Investing
(New York Office)

David joined the CPP Investment Board in September 2012 in the role of Vice-President, Head of Fundamental Investing within the Public Market Investments department.

Prior to joining CPPIB, David held the positions of Chief Investment Officer, Global Value Long and Short Equity Strategies, and Co-CIO and Director of Research, U.S. Large Cap Value Equities at Bernstein Value Equities, Alliance Bernstein LP.

During his tenure at Bernstein, David also held various roles including Director of Research – U.S. Large Cap Value Equities and Director of Research – Emerging Market Value Equities.

David began his career with Bain & Company in Boston and then joined William Kent International to develop emerging markets initiatives where he was promoted to Partner. He then joined the Coleman Company to develop a business strategy for growth in China, ultimately acting as Senior Vice President, Managing Director, Coleman Asia Limited.

He holds a B.S. in Operations Research from Columbia University, New York, N.Y.

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