Managing Director, Head of Portfolio Management & Investment Research, Active Equities
Eric leads the Portfolio Management & Investment Research team in Active Equities, which is responsible for portfolio construction, risk management, alpha analytics, top-down fundamental research, and investment process & tools.
Prior to joining CPP Investments in 2022, Eric was Vice President & Portfolio Manager at 1832 Asset Management. Previously, he held progressive roles at OMERS Capital Markets, most recently Managing Director & Co-Head of Equities, as well as Ontario Teachers’ Pension Plan and RBC Capital Markets.
Eric holds a Bachelor of Commerce (Joint Honours in Economics & Finance) from McGill University and a Master of Financial Economics from the University of Toronto. He is a CFA Charterholder.
Managing Director, Head of Corporate Affairs
Freda leads the Corporate Affairs group overseeing activities to build CPP Investments’ global brand internally and externally, including thought leadership, CPP Investments Insights Institute, and employee engagement.
Prior to joining CPP Investments in 2021, Freda led her own communications consultancy for more than a decade and previously ran the Canadian operations of a large international communications firm.
She holds a Bachelor of Business Administration from Simon Fraser University, and completed the corporate director program at University of Toronto’s Rotman School of Management. Freda serves on several charitable boards, including the MLSE Foundation and is Chair of the MLSE Launchpad.
Managing Director, Corporate Services
Danica leads our global Corporate Services team and has responsibility for the operations of our global real estate assets and is our primary relationship management for property management. Danica also leads strategic corporate sustainability and workplace initiatives, as well as our global travel program.
Prior to joining CPP Investments in 2022, Danica spent 20 years in corporate administration, global facilities and operations management and shared services with SAP, McCain Foods Limited and Walmart Canada and ONEX Corporation.
Danica holds a BA from Memorial University (Newfoundland), is a graduate of the Executive Management Program at IVEY business school and has a certificate in conflict and dispute resolution from the University of Toronto.
Managing Director, Strategic Portfolio Design
Steven leads the design of the Reference and Strategic Portfolios for the Base and Additional CPP accounts. Steven previously led the Economic and Financial Forecasts team.
Prior to joining CPP Investments in 2007 Steven held various roles at Canada’s Federal Department of Finance. In that role he led part of the research that made the case for the 1997 CPP reform and creation of CPP Investments, and later led the Finance Canada economic forecasting team.
Steven holds a BA Hons and MA in economics from the University of British Columbia, and an MA in economics from Princeton.
Managing Director, Performance, Reporting & Analytics
Fabio leads the Performance, Reporting & Analytics function which is responsible for enterprise reporting and controls, delivery of insights and solutions to support management decision-making as well as Board oversight, performance measurement, and business intelligence. Before that, he was Managing Director of Management Insights & Analytics.
Prior to joining CPP Investments in 2018, Fabio worked as a Director of Portfolio Insights and Credit Risk at Scotiabank, where he led portfolio analysis and executive insights.
Fabio holds a BA (Hons) in Economics from the University of Toronto and an International MBA from the Schulich School of Business at York University.
Managing Director, Investment Legal
Logan leads CPP Investments’ global team of investment lawyers and oversees the delivery of legal advice on investment and asset management activities globally.
Logan previously served CPP Investments as Chief of Staff to the CEO and provided legal counsel on complex investment and enterprise mandates across asset classes and geographies.
Prior to joining CPP Investments in 2017, Logan was a Partner at Goodmans LLP, one of Canada’s premier law firms, where he was named in the Best Lawyers in Canada publication as a leading lawyer in the areas of financial restructuring and insolvency.
Logan holds a BA (Hons) in Business Administration from the Richard Ivey School of Business and a Juris Doctor (Hons) from the University of Toronto.
Managing Director, Head of Operations
Mike leads our Operations team and is responsible for overseeing and managing overall risk as it relates to operations, and to identify sustainable and scalable process-enhancement solutions that support growth of the Fund.
Prior to joining CPP Investments in 2021, Mike worked for TD Securities in a variety of roles across operations, risk and finance where he most recently led a global team of operations professionals supporting the Fixed Income and Funding businesses. Before that, he worked as a management consultant at Deloitte in the Strategy & Operations practice and in risk management at BMO Financial Group.
Mike holds a BS (Hons) in Statistics from Queen’s University and an MBA from the Ivey School of Business at Western University.
Managing Director, Investment Science
In his role, Daniel leads the work of the Alpha Generation Lab in partnership with investment departments across the Fund to find transformational ways of generating alpha (returns above the market benchmark).
Prior to joining CPP Investments in 2021, Daniel was Chief Architect and Chief of Staff at EQT, where he led the work on Motherbrain, a data and machine learning platform used to source deals in private markets. Earlier he worked as a technical director for a mobile game studio at King, the company behind Candy Crush. Daniel’s deep experience in innovation includes roles as a software engineer and technical lead.
Daniel attended the Royal Institute of Technology in Stockholm, Sweden, where he studied Engineering Physics.
Managing Director, Enterprise Legal
Pierre oversees the CPP Investments Enterprise Legal team, including the management of external legal counsel.
Prior to joining CPP Investments in 2016, Pierre was chief compliance officer and legal counsel of an Abu Dhabi headquartered GE Capital joint venture, serving as director on more than a dozen companies across several jurisdictions. Prior to that, Pierre practiced general corporate law with a focus on mergers and acquisitions for a number of years as a senior associate at Allen & Overy LLP.
Pierre holds a Common Law and a Civil Law degree from the University of Ottawa, and a Master of Laws (LLM) degree from Duke University. Pierre is a member of the Law Society of Ontario, the Law Society of England and Wales, and the New York Bar.
Managing Director, Global Public Affairs
Eme oversees CPP Investments’ transnational public affairs strategy and associated government stakeholder relationship management program covering global jurisdictions including the United States, Europe, Asia-Pacific and Latin America.
Eme’s private and public sector experience spans more than 28 years. Prior to joining CPP Investments, he led Global Government Affairs at PSP Investments. He held senior roles in various divisions at Xerox. Eme has also held executive and advisory positions within several Government of Canada organizations including: the Privy Council Office; the Canadian Commercial Corporation; the Office of the Minister of National Defence; and the Office of the Minister of International Trade.
Eme earned an Honors BA in International Relations from McMaster University, an MBA from Queen’s University and a Postgraduate Diploma in Strategy and Innovation from the University of Oxford. He is an Honorary Governor at McMaster University. He currently serves on the Smith School of Business Advisory Board at Queen’s University, Canada’s National Arts Centre Foundation’s Board of Directors and the Canadian Climate Institute’s Board of Directors. Eme was also selected as a member of the Governor General’s Canadian Leadership Conference under the Right Honourable David Johnston.
Managing Director, Head of Active Investment Management
Heather leads the Active Investment Management (AIM) group. AIM is responsible for managing the Active Portfolio and for ensuring the Fund has the best possible combination of active investment programs. Prior to her current role, she was Managing Director of the Strategy & Operations team in Capital Markets and Factor Investing. Before that, she was Director, Office of the CEO, Senior Principal, Portfolio Value Creation and Principal in the Infrastructure team.
Prior to joining CPP Investments in 2009, Heather worked at the World Bank in the Oil, Gas, Mining and Chemicals team at the International Finance Corporation in Washington, DC. Before that, she worked in investment banking at Morgan Stanley.
Heather holds a BComm from Dalhousie University and an MBA from the Richard Ivey School of Business.
Managing Director, Head of Board Secretariat and Associate Corporate Secretary
Andrea leads our Board Secretariat team, supporting the Chairperson of the Board of Directors as well as the Board, Board Committee Chairs and Board Committees in relation to corporate governance and corporate secretarial matters. Before that, Andrea provided legal and compliance advice on a wide range of internal matters.
Prior to joining CPP Investments in 2007, Andrea practiced corporate and securities law at Davies Ward Phillips & Vineberg.
Andrea holds a BSocSc from the University of Ottawa and a JD from the University of Toronto. Andrea is a member of the Law Society of Upper Canada.
Managing Director, Head of Global Public Affairs
Tara leads the Global Public Affairs team responsible for managing public affairs and stakeholder relations in each of the jurisdictions where CPPIB operates.
Prior to joining CPP Investments in 2014, Tara spent more than a decade as a business journalist, most recently at the Globe and Mail.
Tara is on the boards of the Investor Leadership Network and Toronto Finance International.
She holds a BA in Journalism from Ryerson University and a BComm from the University of Guelph.
Managing Director, Total Fund Management
Chris supports the Chief Investment Officer in his accountabilities for the Fund’s strategic and tactical portfolio design, guidance and capital allocations to investment strategies, and management of exposures, leverage and liquidity of the Fund. Prior to this, he oversaw the Financing, Collateral & Trading and Active Macro teams within the Capital Markets and Factor Investing Department focused on fund financing, balance-sheet management and trading activities and discretionary investment programs. He has previously been responsible for several groups, including Short Horizon Alpha, Cash and Liquidity, and initially focused on active-management programs.
Prior to joining CPP Investments in 2008, he was Managing Director in Structured Finance at BMO Capital Markets, Co-Head Structured Finance at Scotia Capital and traded a wide range of derivatives across multiple products at Citibank.
Chris holds a B. Eng. in Engineering Physics from McMaster University and an MBA from Queen’s University.
Managing Director, Head of Exposure, Leverage and Liquidity Management
Manroop leads a team that combines the balancing-portfolio process and balance-sheet management functions in an integrated group responsible for the management and delivery of the Fund’s exposures, leverage and liquidity. Additionally, the team manages the Total Fund’s financing activities. Before that, he was Managing Director, Head of Balancing & Collateral.
Prior to joining CPP Investments in 2019, he held various fixed income and credit trading roles with Bank of America Merrill Lynch.
Manroop holds a BComm from McMaster University and an MS from the London School of Economics.
Managing Director, Head of Trading
Bronwyn leads the public market trading team within Total Fund Management. The team is currently based out of Toronto and London and is responsible for execution across Equities, Fixed Income and FX. Before that, she headed an active investment program under the Macro Strategy umbrella within Capital Markets and Factor Investing.
Prior to joining CPP Investments in 2012, Bronwyn worked for five years in credit research and portfolio management.
Bronwyn holds a BSc in Kinesiology from Wilfrid Laurier University.
Managing Director, Head of Legal
Ryan is responsible for delivery of legal services globally; including enterprise and investment legal support across the organization through both internal and external counsel.
Before joining CPP Investments, Ryan was general counsel of Turtle Creek Asset Management, a North American equity hedge fund business. He is also a prior managing director and head of multi-manager funds with The Carlyle Group, through its subsidiary Diversified Global Asset Management (DGAM), where he led management of global portfolios of hedge funds, credit funds, other private market funds and co-investments for institutional investors. He also previously acted as DGAM’s general counsel, and began his career practicing corporate law at Torys LLP with emphasis on M&A and corporate finance.
A member of the Law Society of Ontario, Ryan has Master of Finance and Law degrees from the University of Toronto and a Bachelor of Arts from Queen’s University.
Managing Director, Head of Active Equities North America
Bill heads the team responsible for delivering alpha through active security selection of public, and soon to be public, equity investments in North America.
Prior to joining CPP Investments in 2010, Bill was a Director and Analyst in the Equity Research group at TD Securities. Previously, he worked at Ernst and Young in the Assurance Services and Corporate Finance groups.
Bill holds a BA in Economics from McGill University and an MBA from the Rotman School of Management at the University of Toronto. He is a Chartered Professional Accountant and a CFA Charterholder.
Managing Director, Head of Real Assets Strategy and Operations
Alex leads the strategy and operations team supporting the Real Assets Investment department. Previously, Alex was Managing Director, Head of Assurance and Advisory, where she led our Internal Audit team.
Prior to joining CPP Investments in 2017, Alex worked at KPMG, where as an Audit Partner in the firm’s practice, she worked with clients in the technology, media and telecommunications sector and gained valuable expertise in risk, governance and audit best practices.
Alex holds a BComm from McGill University and is a Chartered Professional Accountant and CA. She is on several charitable boards and audit committees, including the Canadian Academy of Recording Arts and Sciences and the Junos, and Rise.
Managing Director, Head of Funds
Caitlin Gubbels leads the private equity funds business at CPPIB. She is responsible for overseeing and leading private equity fund investments in North America and Europe, with a focus on buyout and growth equity strategies.
Prior to joining CPPIB in 2010, Caitlin worked at CIBC World Markets in Investment Banking, based in Toronto. During her time at CIBC, Caitlin focused primarily on executing M&A transactions and public market offerings for clients in the Diversified Industries group. Caitlin holds a Bachelor of Commerce from Dalhousie University.
Managing Director, Global Head of Real Estate
Peter is responsible for our global real estate portfolio, which is diversified across twenty global markets and currently exceeds C$50 Billion.
Prior to joining CPP Investments in 2007, Peter worked with several leading real estate companies, including Canderel, Brookfield and TrizecHahn.
Peter holds a BComm from McGill University and an MBA from the Ivey School of Business at Western University; and has been granted the ICD.D designation by the Institute of Corporate Directors.
He is on the board of Brazilian public company Aliansce Sonae, a member of Global Board of Directors of the Urban Land Institute and is a Trustee of the International Council of Shopping Centers.
Managing Director, Head of Real Estate Americas ex-United States
Marco is responsible for our real estate investments in Canada and South America and leads the teams based in our Toronto and Sao Paulo offices, respectively. Having joined CPP Investments since the group’s inception in 2005, Marco has been instrumental in the group’s international expansion strategy, including many of the organization’s inaugural real estate investment in markets such as Canada, U.S, Brazil, Australia and China.
Prior to joining CPP Investments, Marco spent several years with a major investment bank with a focus in the Canadian real estate sector.
Marco holds a Masters of Laws (GPLLM) from the University of Toronto and a HBA from the Ivey Business School at Western University.
Managing Director, Head of Talent Acquisition
Tracy leads the Talent Acquisition team responsible for sourcing top talent for CPP Investments offices globally. Tracy has more than 20 years of talent acquisition experience. Prior to joining CPP Investments, she held various roles within the Human Resources function at KPMG, including leading hiring teams, employee brand, and talent-acquisition operations. Before that, Tracy spent more than a decade at search firms, and started her career in Structured and Trade Finance at CIBC.
Tracy holds an MBA from the Schulich School of Business at York University in Toronto, as well as a BA in International Relations from the University of Toronto.
Managing Director, Head of Compliance
Katie Daniels is CPP Investments’ Head of Compliance, located within the legal department.
Before joining CPP Investments, 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.
Managing Director, Head of Sustainable Energies
Bruce leads our investments across the full spectrum of energy sources and along the energy value chain. He was previously Managing Director, Head of Power & Renewables and before that Managing Director, Head of Americas for Infrastructure.
Prior to joining CPP Investments in 2007, Bruce led the private markets infrastructure team at OPTrust. Before that, he spent several years with Macquarie Bank in London and Toronto in corporate finance. He has also worked in investment banking at RBC Dominion Securities.
Bruce holds a BComm from the University of Alberta and a Bachelor of Laws (LLB) degree from the Faculty of Law at the University of Toronto.
Managing Director, Head of Infrastructure
Scott is responsible for overseeing our significant global infrastructure program. Previously, he was a Senior Principal in the Private Investments department, where he started the Infrastructure Investments group. He also launched the Relationship Investments group within the Public Market Investments department and was most recently Managing Director, Head of Fundamental Equities.
Prior to joining CPP Investments in 2005, 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 BComm (Hons) from Queen’s University in Kingston, Ont., and an MBA from Harvard Business School.
He is currently the Chair of Transelec S.A. and has previously served on numerous boards in a variety of industries.
Managing Director, Head of Infrastructure, North America & Australasia
Andrew leads our investment activities in infrastructure in North America, Asia (ex-India) and Australia and has served in senior roles in infrastructure in our Hong Kong, Sydney, London and Toronto offices. Infrastructure investments focus on asset-intensive businesses with stable, predictable long-term returns, and typically include essential services as utilities, transport, telecommunications and energy.
Prior to joining CPP Investments in 2007, Andrew worked in the Energy Investment Banking group at RBC Capital Markets in Calgary, Alberta and in the Business Development group at Pengrowth Energy Trust.
Andrew holds a BA, Finance from Michigan State University, and an MBA from the University of Western Ontario. He is a CFA charterholder.
Andrew is on the boards of 407 ETR in Canada, Transurban Chesapeake in the United States, and the Cikopo-Palimanan (Cipali) toll road in Indonesia.
Managing Director, Head of Portfolio Strategy, Private Equity
Jim leads our Private Equity Portfolio Strategy, and previously led our Funds, Secondaries & Co-investments and Direct Private Equity groups.
Prior to joining CPP Investments in 2004, Jim worked in the Investment Banking group at Merrill Lynch and RBC Capital Markets. Before that, he was a Commissioned Officer in the Canadian Armed Forces.
Jim holds a BEng from the Royal Military College of Canada and an International MBA from the University of Chicago Graduate School of Business.
He is on the boards of NEWAsurion and IQVIA.
Leon S. Pedersen
Managing Director, Head of Growth Equity
Leon is a seasoned investing professional, with global experience in growth equity investing at high-profile investment management organizations.
Prior to joining CPP Investments in 2019, he worked for 22 years at Nordea Investment Management, and most recently spent four years as Head of Equities for Denmark-based BI Asset Management. In 2003, Leon co-authored The Thematic Investment Process, which highlights several structural growth drivers still relevant today.
Leon holds BS and MS degrees from Copenhagen Business School in Denmark, and attended the executive program at Singularity University in California in 2013.
Managing Director, Head of North America, Direct Private Equity
Sam focuses on making direct, long-term investments in private companies and leads our North American Direct Private Equity business.
Prior to joining CPP Investments in 2007, Sam worked as a management consultant at Bain & Company and in the Corporate Finance and Assurance groups at PwC.
Sam holds a B. Comm. From McGill University and an MBA from Ivey Business School. He is a CFA Charterholder and a Chartered Professional Accountant.
He currently serves on the board of Ascot Group, Berlin Packaging and Wilton Re and previously served on the boards of The Gates Corporation and Air Distribution Technologies.
Managing Director, Head of Credit Strategy
Jennifer leads the team responsible for Credit Investments’ portfolio strategy. Prior to this, she led the Active Investment Management group in Total Fund Management and was the head of Private Equity Funds, having joined CPP in 2004. Previously, Jennifer worked at MWI & Partners, a Canadian middle-market buyout fund, and at Merrill Lynch (and predecessor firm) in investment banking in Toronto, and structured finance in London.
Jennifer holds a B.Comm. from McGill University.
Managing Director, Head of Investment Risk
Rocky is responsible for leading our Investment Risk Group, with accountabilities for the measurement, analysis and oversight of investment risks across all investment portfolios. He is a member of several senior management committees, including Investment Strategy, Investment Risk, Valuation and Climate Change.
Prior to joining CPP Investments in 2010, Rocky worked for S&P Risk Solutions where he was VP and Head of Analytical Services for the Americas, assisting financial institutions with the development and implementation of risk assessment frameworks and risk-measurement methodologies. As a risk consultant, he drew on 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 Specialized BA (Hons) in Economics from York University and an MBA from the Schulich School of Business at York University. He is a CFA charterholder.
Managing Director, Head of Total Rewards
Dario leads the Total Rewards team, responsible for the development, governance and administration of compensation, benefits, pension, and mobility programs for CPP Investments’ employees around the world.
Prior to joining CPP Investments in 2015, Dario was with Sun Life Financial, where he held various roles over six years, including heading total rewards and mobility for Sun Life Asia in Hong Kong, and leading the sales compensation practice in Toronto. He also worked as a compensation consultant with Willis Towers Watson in Philadelphia and Toronto, supporting clients on competitive pay analyses, job leveling, and M&A integration initiatives.
Dario holds a Masters of Human Resource Management from York University, and a Bachelor of Science in Economics from the Wharton School of the University of Pennsylvania.
Managing Director, Head of Applied Research and Models
Alistair leads a research centre of excellence that delivers focused and impactful research, develops robust and consistent tools and ensures efficient operations. Previously, he was Managing Director and Head of Balancing Portfolio Management; and before that a Senior Portfolio Manager in the Global Tactical Asset Allocation group within Public Market Investments.
Prior to joining CPP Investments in 2008, 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. Before that, he spent six years as an economist at the Bank of England in the Monetary Analysis and International Divisions.
Alistair holds a Bachelor’s in Economics from the University of Leicester and a Master’s degree from the University of Manchester. He is a CFA charterholder.
Managing Director, Head of Public Credit
Chris leads the Public Credit group and previously focused on fixed income programs in both Global Capital Markets and Short Horizon Alpha groups. He was primarily responsible for the vanilla and structured credit portfolios, as well as developing cross-product strategies spanning equity, foreign exchange, interest rates, credit and volatility.
Prior to joining CPP Investments in 2007, Chris spent over 12 years with TD Securities as part of the Credit Products Group, as well as three years with Price Waterhouse in Toronto.
Chris holds a BComm from Queen’s University in Kingston, Ont., and an MBA from the Ivey Business School at Western University. He is a CFA charterholder and Chartered Professional Accountant.
Managing Director, Head of Organizational Development
Kathy leads a team focused on building relevant employee, leadership and organizational capabilities critical to grow a sustainable global investment organization.
Within CPP Investments, 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 CPP Investments 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.
Managing Director, Head of Risk & Business Intelligence
Steven leads CPP Investments’ Risk & Business Intelligence group which includes all risk functions, performance, reporting and analytics. Previously, Steven led the Enterprise Risk team within the Finance, Analytics and Risk department. He joined CPP Investments in 2013 in the Strategy, Planning and Enterprise Risk group.
Prior to joining CPP Investments, Steven worked in the Global Risk Management function at Manulife Financial, where he led many risk and compliance initiatives. He started his career as an engineer working in infrastructure and telecommunications, primarily in Asia and Europe.
Steven holds a BSc in Engineering from Queen’s University and an MBA from the University of Toronto.
Managing Director, Head of Real Assets Credit
Geoffrey currently leads the Real Assets Credit group after helping develop and implement the private real estate debt strategy. He has helped lead our 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, Europe and Asia, while selectively evaluating expansion into new markets.
Prior to joining CPP Investments in 2010, he spent four years at RBS Greenwich Capital and was a board member of RBS’s Global Real Estate Finance Group, responsible for its U.S. debt portfolio. Previously, Geoffrey worked at JPMorgan in real estate finance-related roles in New York and London, departing as head of real estate capital markets.
Geoffrey holds a BA (Hons) in Urban Development from Western University and an MA in Real Estate Development from Columbia University.
Managing Director, Real Assets Credit
Umang focuses on public and private market credit investments in real estate, energy and resources, infrastructure and renewables.
Prior to joining CPP Investments in 2006, he worked in real estate corporate finance and real estate audit.
Umang holds a BMath in Mathematics/Chartered Professional Accountancy and an MAcc from the University of Waterloo. He is a CFA charterholder and a Chartered Professional Accountant.
Managing Director, Head of Portfolio Design & Construction
Derek leads the Portfolio Design & Construction (PD&C) group. PD&C is responsible for recommending the Fund’s risk appetite, and for strategic and tactical allocations Prior to his current role, he held the roles of Managing Director, Head of Active Investment Management and Managing Director, Head of Portfolio Engineering – both within Total Fund Management (TFM). Prior to joining TFM, Derek was a Senior Portfolio Manager in the Global Tactical Asset Allocation group within Public Market Investments.
Before joining CPP Investments, Derek held a variety of positions related to quantitative investing and indexing at Barclays Global Investors and Morgan Stanley Capital International SA.
Derek holds an MS in Computing and Information Science from Queen’s University and an MBA from INSEAD. He is a CFA charterholder.
Managing Director, Strategy, Risk & Operations
Ciana is a Managing Director in CMF who leads Strategy, Risk & Operations.
She has 20 years of experience as a portfolio manager and allocator in the hedge fund space, having moved over to the strategy side last year from EPM. Ciana joined CPP Investments in July 2012 from Robeco-Sage Investment Management (Rabobank) in New York, New York where she held the role of Senior Vice President, Trading Sector Head. Prior to this, she was an Investment Analyst at Silver Creek Capital Management in Seattle, Washington. Ciana served as an executive committee member of the Northwest Hedge Fund Society from 2003-2007, a board member to the Toronto chapter of 100 Women in Finance from 2015-2020, and on the MFA Investor Advisory Council from 2018-2021.
She has a BS in Economics from the University of Washington with certificates in International Economics and Economic Theory & Quantitative Methods.
Managing Director, Portfolio Value Creation
Cesare is involved in helping portfolio companies identify and implement value-creation opportunities. He has led numerous value-creation initiatives across our private equity and infrastructure investments. His areas of expertise include corporate portfolio management, new business launch, pricing optimization, sales and channel effectiveness, and cost structure improvement.
Prior to joining CPP Investments in 2014, Cesare was a Principal with Boston Consulting Group in Toronto, where he advised clients in the consumer products, technology, media and telecommunications, healthcare and industrial goods sectors. Previously, he was with Capgemini Consulting in Los Angeles, and was co-chair of the global M&A practice. He has also held management consulting roles with Motorola and a boutique advisory firm in China. Cesare started his career at the Canadian Embassy in Beijing.
He holds a Hons. BA (High Distinction) in International Relations from the University of Toronto.
He is on the board of Mytheresa. He previously served on the board of Neiman Marcus.
Managing Director, Direct Private Equity
Michael is responsible for sourcing, executing and overseeing private equity investments in North America.
He joined CPP Investments in 2007 and previously worked at Ernst & Young Orenda Corporate Finance.
Michael holds a BComm from Queen’s University and is a CFA Charterholder.
He currently serves on the boards of Ascend Learning, Waystar and Wilton Re; and was previously a director at Acelity, and LHP Hospital Group, and a board observer at Antares.
Managing Director, Head of Capital Solutions
David leads the Capital Solutions group.
Prior to joining CPP Investments in 2010, he was a Senior Vice President at Oaktree Capital Management in its Mezzanine Finance Group in New York. Before that, David was a Vice President at JPMorgan in its Principal Investments and Leveraged Finance groups in New York.
David holds a BAH in Economics from Queen’s University in Kingston, Ont., and an MBA from the Ivey Business School at Western University.
He is on the board of Antares Capital.
Managing Director, Head of Information Security & Risk Management
Sherif leads a team responsible for developing and implementing a strategic and comprehensive information-security program and bringing a security-first mindset into our business processes, and technology and data ecosystems.
Prior to joining CPP Investments in 2021, Sherif was Managing Director, Global Head of In-Business Control at S&P Global where he built a high-performing team responsible for risk mitigation and control effectiveness across all lines of business, including technology, data, operations and credit-rating analysis. He has also held senior technology leadership roles with GE Capital and Pfizer.
Sherif holds a BS-Electrical Engineering from Columbia University and an MBA from New York University’s Stern School of Business.
Managing Director, Head of Technology & Data
Prasanna leads our digital transformation efforts to advance data and technology capabilities to enable business growth, operational excellence and innovation. He is responsible for architecture, application engineering, infrastructure and cloud enablement, data integration, workplace technologies and IT operations.
Prior to joining CPP Investments in 2019, Prasanna was Managing Director, Global Head of Application Development and Architecture at S&P Global Ratings. Before that, he held technology leadership roles with GE Capital and the Royal Bank of Scotland.
He holds a BE in Engineering from Barkatullah University in Bhopal, India.
Managing Director, Head of Americas, Sustainable Energies & Head of New York
Michael Hill is a Managing Director and the Americas Head of Sustainable Energies, focusing on direct private equity investments across the energy sector. Michael also serves as Head of our New York office.
Prior to joining CPP Investments in 2016, Michael spent more than two decades in investment banking, most recently as Head of M&A and Corporate Finance for Nomura Securities. While there, he was a member of the Global Investment Banking Executive Committee and the America’s Operating and Capital Commitments Committees. Previously, Michael was Global Co-Head of Natural Resources at Deutsche Bank and held various positions at Morgan Stanley, where he started his career in 1989. He has worked in New York, London and Toronto.
Michael holds an HBA from Ivey Business School, where he is also a Board member, and an MBA from Harvard Business School.
He is on the boards of Wolf Midstream, Nephin Energy, Encino Energy and Cordelio Power.
Managing Director, Head of Global Tactical Opportunities
Kris is responsible for EPM’s corporate securities co-investments globally.
Prior to joining CPP Investments in 2018, Kris was a Managing Director in Blackstone’s special situations investing group looking at a wide range of equity, credit and other investments. Previously, he was a portfolio manager and sector head at Waterfront Capital running a diversified consumer portfolio. Before that, Kris was part of the founding team and director of research at Avesta Capital which he started with colleagues from Moore Capital. He began his career at Putnam Investments, working on the Large Cap Growth investment team.
Kris holds a BA in History (cum laude) from Yale University.
Managing Director, Capital Solutions
Paras focuses on investments in corporate debt of non-investment grade sponsored and non-sponsored issues in North America.
Prior to joining CPP Investments in 2014, he was a Senior Vice President in the Mezzanine Finance group at Oaktree Capital Management in New York. Previously, he worked at UBS Investment Bank in the Leveraged Finance group in New York.
Paras holds a BS in Operations Research & Industrial Engineering from Cornell University and an MS in Operations Research from Columbia University.
Managing Director, Liquidity Risk
Kiran is responsible for leading our Liquidity Risk Group, with accountabilities for the measurement, analysis and oversight of liquidity risks across the Fund.
Prior to joining CPP Investments in 2018, Kiran held various roles within Treasury, Corporate Finance and Capital Markets, across Corporate and Banking industries. Most recently working at BHP she was responsible for sourcing and managing the debt and equity funding as well as the company’s liquidity.
She holds a BCom from the University of Birmingham and is a member of the Association of Certified Chartered Accountants (ACCA) and The Association of Corporate Treasurers (AMCT).
Chief Sustainability Officer, Managing Director and Head of Sustainable Investing
Richard leads the team responsible for integrating consideration of environmental, social and governance, including climate risks and opportunities across our investment programs.
Prior to joining CPP Investments in 2019, Richard spent 18 years at Goldman Sachs, where he was most recently Global Head of Thematic Equity and ESG Research, and Co-Head of EMEA Equity Research. Previously, he worked at Merrill Lynch, Donaldson, Lufkin and Jenrette, and Paribas Capital Markets as an Integrated Oil & Gas equity analyst.
Richard holds a Graduado Superior/BA (Hons) in European Business Administration from ICADE in Madrid.
Managing Director, Head of Systematic Strategies Group
Heading the Research and Innovation Group, Vasant is responsible for directing and overseeing quantitative research within Capital Markets and Factor Investing (CMF). In collaboration with CMF’s investment teams, Vasant’s team determines and executes on the research agenda for systematic as well discretionary investment strategies we use across global markets.
Prior to joining CPP Investments in 2019, Vasant was global head of asset allocation and empirical research in the Analytics and Quantitative Research Group at PIMCO, where he led a team responsible for quantitative research to provide asset allocation and portfolio construction advice to investment managers. This included developing systematic investment strategies for various risk factors and asset classes. Before that, Vasant was a managing director at Nomura International and Lehman Brothers, where he led a team of quantitative strategists advising clients on systematic investing in fixed-income markets.
Prior to joining the financial industry, Vasant taught finance at the University of British Columbia, with work published in the Journal of Finance, Review of Financial Studies, and Journal of Financial and Quantitative Analysis.
Vasant holds a postgraduate diploma in management from the Indian Institute of Management, Bangalore, and a PhD in Finance from the University of California, Berkeley.
Managing Director, Head of Active Equities Europe
Pat heads the team responsible for delivering alpha through active security selection of public, and soon to be public, equity investments in Europe.
Pat has managed public equity portfolios across a variety of regions across the world for pension funds, mutual funds and private client assets. Prior to joining CPP Investments in 2009, he was a Vice President and Portfolio Manager at Phillips Hager and North Investment Management (now RBC) and TAL Investment Management (now CIBC).
Pat holds an Honors Bachelor of Mathematics from the University of Waterloo and an MBA from Wilfrid Laurier University, and is a CFA Charterholder.
Pat currently serves on the board of Viking Cruise Holdings Ltd.
Managing Director, Head of Funds & Secondaries
Delaney leads a team of over 40 professionals, across three offices in Toronto, London and San Francisco, responsible for investing in Funds & Secondaries in North America and Europe. The group pursues strategies ranging from mega buyouts to early stage venture capital, as well as both LP- and GP-led secondaries. The strategy also includes investing in passive co-investments alongside existing partners.
Prior to joining CPP Investments in 2013, he spent eight years at Hermes GPE LLP (formerly Hermes Private Equity) as Head of the Americas, focused on both private equity fund investment and co-investment. Before that, he was an Associate Director with Almeida Capital in London for five years and a Research Scientist for GlaxoSmithKline in the U.K.
He currently chairs the BVCA’s LP Committee.
Delaney holds a BSc (First Class Hons) in Biochemistry from the University of Leeds.
Managing Director, Head of Secondaries
Dushy leads our private equity secondaries team, based in London and Toronto, which undertakes a wide range of secondary transactions and liquidity solutions for both GPs and LPs.
Prior to joining CPP Investments in 2018, Dushy was Head of Origination for Rede Partners. Prior to that he was an LP for 15 years, primarily with Pantheon, where he sat on the investment committees for Europe and Emerging Markets. He began his career at Morgan Stanley in Investment Banking.
Dushy holds a BSc in Biochemistry from King’s College London.
Managing Director, Head of Portfolio Value Creation
James leads the Portfolio Value Creation group, supporting management teams of individual investments to achieve full value potential.
Prior to joining CPP Investments in 2012, James was a Managing Director at Royal Bank Equity Finance (the private equity arm of RBS), where he spent 10 years focused on private equity and infrastructure transactions. Before that, he was a member of the private equity team at JP Morgan Capital and started his career as a pension fund manager at Hambros Bank.
James holds an MA in Theology from Keble College, Oxford.
He currently serves on the boards of Anglian Water, Associated British Ports and Viterra Agriculture.
Managing Director, Head of Sustainable Energies, Europe & Asia
Bill leads our Sustainable Energies activities in EMEA and Asia and supports efforts to grow that business globally.
Bill has over 20 years of private equity investment experience, with the majority focused across the energy transition from technology through to infrastructure. Prior to joining CPP Investments, he was part of the Leadership Team that built the Green Investment Group, Macquarie’s global renewables principal investment business. Bill began his career at Shell and McKinsey.
Bill holds a BA and an MA in Engineering from Cambridge University.
He is on the board of Maple Power, Reventus Power and Renewable Power Capital.
Managing Director, Real Assets
Martin delivers insights and actionable advice to Real Assets’ investment committees and transaction teams on issues impacting long-term investment performance. He also serves on our global investment committees for real estate, infrastructure and energy. Martin joined the Real Estate investing team in 2005, founded the Private Real Estate Debt group in early 2010 and established the Listed Real Estate program. He founded the Real Assets Strategy Group in 2016.
Prior to joining CPP Investments, Martin held transactional roles in the real estate investing, commercial lending and investment banking industries in the U.K., Canada and U.S.
He holds a BA (Hons) in Marketing from the University of Strathclyde and an MBA, with an emphasis in Real Estate, from the University of California at Berkeley.
Managing Director, Head of Tax and Structure Management
Christina leads our Tax and Investment Structure Management teams, which support the organization on tax matters as well as managing our investment structures. From 2014 to 2017, she was a Tax Director working with our investment departments investing into Europe directly.
Prior to joining CPP Investments in 2014, Christina practiced corporate tax for 15 years at KPMG, working in London, Sydney and Paris, advising clients investing globally.
Christina holds a Bachelor of Business from the University of Technology Sydney and is a Chartered Accountant (Australia & New Zealand).
Managing Director, Head of Europe, Direct Private Equity
Hafiz focuses on making direct, long-term investments in private companies and leads our European Direct Private Equity business. During his tenure, he has worked on multiple private investments including AgCoA, Asurion, AWAS, Dorna, GlobalLogic, Hotelbeds, Sportradar, ista and Visma.
Prior to joining CPP Investments in 2006, Hafiz worked in the Technology, Media & Telecom investment banking group at CIBC World Markets. Before that, he worked for Millennium Research Group, a boutique research and consulting firm focused on the medical device industry. He previously served on the boards of AWAS, GlobalLogic, Hotelbeds, and Livingston International, while currently serving on the boards of Sportradar and Visma.
Hafiz holds a BComm from Queen’s University. He is a CFA charterholder.
Managing Director, Head of European Credit
Derek leads the European Credit group.
Prior to joining CPP Investments in 2017, Derek was a Managing Director at Davidson Kempner focused on investing in event-driven, opportunistic and distressed investments across Europe. Before that, he was an Executive Director at Alcentra, focused on sub-investment grade corporate credit markets across Europe. Derek started his career at Andersen and Ernst & Young.
Derek holds a BComm from the University of British Columbia. He is a Chartered Professional Accountant.
Managing Director, Head of Real Estate UK
Thomas heads our UK real estate business and is responsible for our entry into a number of new real estate sectors, including student housing, life sciences and the Built-to-Rent sector. He is also on our office, retail and logistics investments Joint Venture boards. Beyond the UK, Thomas is responsible for our real estate investment activity in Germany and the CEE regions and was instrumental in our transaction activity in Spain, the Nordics and some of our first investments into India.
Prior to joining CPP Investments in 2011, Thomas was a Vice President in the real estate investment banking team at Macquarie bank, focused on M&A transactions within UK and European public and private real estate companies.
Thomas holds a BSc (First Class Hons) from the University of Nottingham and an MSc from the University of London Southbank. He holds MRICS and IMC (CFA) certifications.
He is on the board of Unite plc.
Managing Director, Head of Real Estate - Europe
Andrea is responsible for our European real estate investments and oversees our real estate program in India. Prior to joining CPP Investments in 2011, Andrea was European Chief Investment Officer and Director of AREA Property Partners. He has held senior positions at real estate private equity and investment banking firms.
Andrea holds a BS in International Economics from Georgetown University School of Foreign Service and an MBA from INSEAD.
Managing Director and Head of Global Corporate Communications
Mei leads CPP Investments’ Global Corporate Communications team, which is responsible for media relations, investment and financial communications and issues-management activities. Since joining CPP Investments in 2014, she has worked in both the New York and London offices.
Prior to joining CPP Investments, Mei worked for Sun Life Financial in Toronto and Hong Kong, where she led Sun Life’s Communications and customer marketing initiatives in Asia.
Mei holds a BA from the University of Toronto.
Managing Director, Public Credit
Ben leads the Developed Market Active strategy within the Public Credit group in our Credit Investments Department. Previously he focused on fixed income programs in both Global Capital Markets and Short Horizon Alpha groups. He was responsible for the vanilla and structured credit portfolios, as well as developing cross-product strategies spanning equity, foreign exchange, interest rates, credit and volatility.
Prior to joining CPP Investments, Ben was a Portfolio Manager at London-based hedge fund Cheyne Capital Management, focused on both vanilla and structured credit strategies, including CDS and Correlation investing. Previously, Ben held various roles in credit trading at Barclays Capital and Goldman Sachs in London.
Ben holds a Bachelor of Engineering and an MA in Engineering with French from the University of Warwick.
Managing Director, Head of External Portfolio Management
Based in London, Amy is the global Head of External Portfolio Management.
Prior to joining CPP Investments in 2012, she was a Senior Analyst at Highbridge Capital Management and Talpion Fund Management in New York City. Previously, Amy was involved in hedge fund manager evaluation, selection and research as an Associate at PAAMCO Prisma, and gained investment experience at Moon Capital Management, an emerging markets long/short equity fund, and JGP Gestão de Recursos, a Rio de Janeiro-based macro fund. Amy began her career as a Senior Associate in the High Yield group at Moody’s Investors Service and has worked in the U.S., UK, Brazil, Canada and Hong Kong.
Amy holds a BA in Economics from Brown University and an MBA from Harvard Business School.
She is on the board of Elis SA, an international multi-service provider.
Managing Director, Direct Private Equity
Pascal focuses on the healthcare and consumer sectors. He is also responsible for investments in Germany, France and the Benelux.
Prior to joining CPP Investments, Pascal was a Partner at Bregal Freshstream, where he was responsible for their Private Equity activities in France and the Benelux. Previously Pascal was a Partner at Doughty Hanson, where he spent 13 years focusing on mid-market buyouts across Europe. Pascal trained as an accountant at PwC.
He holds a BA in Finance from HEC Business School in Liège, Belgium, and a MA in International Business from the University of Leicester (UK).
Pascal is on the boards of Axel Springer, Inmarsat and Galileo Global Education.
Managing Director, Head of APAC Operations
Henry is responsible for CPP Investments’ operations in Asia Pacific and for leading initiatives to support its continued growth in the region.
Prior to CPP Investments in 2021, Henry spent nearly 30 years in operations and other functions at global financial services firms. He was most recently the COO for APAC Equities at Bank of America, a position he held since 2016. Between 2012 and 2016, he was Group COO of Hong Kong Exchanges & Clearing. Before that, Henry worked at Morgan Stanley for 18 years in a number of roles, including its Head of Asia Operations and Global Head of Vendor and Network Management. He began his career at the London Stock Exchange.
Henry received a BSc (Hons) in Computational Linguistics and Modern Languages from the University of Manchester.
Managing Director, Head of APAC Credit
Raymond leads our Asia credit business. Prior to joining CPP Investments, he was a managing director at SSG Capital, responsible for special situations investments and secured lending in Greater China.
Previously, Raymond was the Head of Greater China at Intermediate Capital Group, Senior Fund Manager at RAB Capital and head of Asia Asset Management at D.B. Zwirn. He started his career with HSBC, departing as a team head of the Real Estate Sector.
Raymond holds a BSSc in Economics from the Chinese University of Hong Kong and an MBA from the EMBA program of the Chinese University of Hong Kong.
Managing Director, Head of Real Estate North Asia
Gilles covers Asia-Pacific markets with a focus on North Asia, South-East Asia, and new initiatives. He has led some of CPP Investments’ early investments around the region and his priorities include business development, transactions, and investment
Gilles joined CPP Investments in 2010 and has over 20 years of experience across several real estate business lines including development, construction management, asset management, private equity and fund management, and has variously been professionally based in Australia, Singapore, UK, Belgium and now Hong Kong. He has extensive experience in establishing and managing cross-border investments and joint ventures in Europe and Asia-Pacific and has previously held investment roles in Lend Lease, MGPA, and Aviva Investors.
Gilles holds Bachelor of Commerce and Bachelor of International Business degrees from the University of Queensland and Griffith University, respectively, and has earned his CPA and CFA designations.
Managing Director, Head of Real Estate Greater China
Guy is primarily responsible for the acquisition of real estate investments in the Greater China region and led some of our early investments in other Asia Pacific countries.
Prior to joining CPP Investments in 2009, he was Vice President and Chief Representative of Citi Property Investors (CPI) in China, where he was involved in acquisitions and asset management, and was also responsible for investor relations for CPI’s Asia Fund. Before that, he worked in the Corporate Finance department of Citigroup N.A. in Hong Kong and Moscow, and at Savills plc, as Managing Director of the Shanghai office.
Guy holds an MA in Chinese from Oxford University and an MBA from New York University.
Managing Director, Head of Real Estate Asia Pacific
Jimmy is responsible for our real estate investments in Asia and has lived and worked in Singapore, South Korea and Hong Kong.
Prior to joining CPP Investments in 2008, Jimmy worked with several leading real estate companies, including ING Real Estate, and was responsible for setting up ING Real Estate’s business in South Korea.
Jimmy holds a BS in Estate Management (First Class Hons) from the National University of Singapore and an MBA in International Management from the Royal Melbourne Institute of Technology.
Managing Director, Head of Private Equity Asia
Frank is responsible for leading our private equity business in Asia.
Prior to joining CPP Investments in 2014, he was a Principal at Bain Capital, responsible for private equity investments in Asia, with a focus on Greater China. Before that, he was a manager at Bain & Company and worked at Ericsson as a Business Development manager, and at COFCO as a trader.
Frank holds a BA from the University of International Business and Economics in Beijing and an MBA from the Kellogg School of Management at Northwestern University.
Jung Yup (JY) Lee
Managing Director, Private Equity
Jung Yup focuses on private equity investment opportunities in Asia.
Prior to joining CPP Investments in 2016, he was a Partner and Head of Korea at Headland Capital Partners, where he was responsible for private equity investments, primarily in Korea, and was also a member of the investment committee. He began his career with H&Q Asia Pacific Korea in Seoul.
Jung Yup holds a BSc in Mechanical and Aerospace Engineering from Seoul National University.
Managing Director, Head of Listed Real Estate Investments
Kim is responsible for CPP Investments’ listed real estate investments and is a member of the Real Estate Investment Committee, which oversees the Fund’s global public and private real estate investments.
Prior to joining CPP Investments in 2018, Kim was Global Head of Real Estate Equities Research at UBS. Based in Hong Kong, she was responsible for formulating and presenting the UBS global real estate view. Kim covered listed real estate for UBS for more than 22 years, leading top-rated real estate equities research teams in Australia, Europe and Asia. Kim holds a Bachelor of Commerce from the University of Western Sydney, Australia.
She is a CFA charter holder, a member of the European Real Estate Association (EPRA) Advisory Board, a board member of the Asia Pacific Real Estate Association (APREA) HK Chapter and a member of the Australian Property Council, Global Investment Committee.
Tania Sztamfater Chocolat
Managing Director, Head of São Paulo Office, Head of Active Equities Latin America
Tania is the Head of São Paulo office and is also responsible for leading and overseeing Active Equities Latin America.
Prior to joining CPP Investments in 2017, Tania was responsible for Private Equity investments in Brazil at Capital Group. Before that, Tania held various positions at Itaú Unibanco in the Investment Banking, Research and Private Banking Divisions, and was a financial analyst in the Investment Banking Department at J.P. Morgan.
Tania holds a BA in Industrial Engineering from Escola Politécnica da Univerdade de São Paulo.
Tania is currently a board member of D1, Equatorial and Totvs.
Managing Director, Head of Infrastructure & Sustainable Energies, Latin America
Ricardo is responsible for leading our investment activities in Infrastructure in Latin America and has been overseeing investments in energy and infrastructure in Brazil, Mexico, Chile and Peru.
Prior to joining CPP Investments in 2015, Ricardo spent over 20 years covering the energy and infrastructure segments, including at Bank of America and Santander.
Ricardo holds a BS in Business Administration from Fundação Getúlio Vargas in São Paulo and an MBA from INSEAD (Paris).
He is on the boards of CESP and VTRM in Brazil, Grupo Costanera in Chile and IDEAL in Mexico.
Judy L. Wade
Managing Director, Head of San Francisco
Judy heads our San Francisco Office and oversees our Bay Area growth strategy.
Prior to joining CPP Investments in 2020, Judy led McKinsey & Company’s practice serving startups and their investors. She also spent 10 years as a CEO or Senior Executive in various startups in gaming, digital health and big data. She started her career at McKinsey focused on education and technology.
Judy holds a Masters in Public Policy from Harvard’s Kennedy School and a BA in Economics from University of California, Berkeley.
Judy is co-Chair of the Board of UC Berkeley’s College of Letters & Science.
Managing Director, Head of Real Estate India
Hari is responsible for CPP Investments’ Real Estate investments in India and is based out of our Mumbai office. The Real Estate group in India focuses on investments alongside top tier partners in key sectors such as office, retail and industrial.
Prior to joining CPP Investments in 2014, Hari was at Kotak Investment Advisors which is the alternate assets arm of Kotak Bank. He was co- responsible for real estate funds business which had total assets under management of over USD 1Billion, contributed by SWFs and other global LPs. He started his career with CBRE and JLL in the corporate finance business.
Hari holds a MFin from University of Delhi, India and is Member of Royal Institute of Chartered Surveyors, UK.