Sydney toll road stakes sold to Transurban
Expected gross proceeds of about A$4.5 billion for WestConnex and NWRG interests.
Pension Fund
Canada's national pension investor, managing the CPP Fund for more than 22 million Canadians across public and private markets worldwide.
CPP Investments is the Crown-created investment organization that manages the Canada Pension Plan Fund, investing money the CPP does not need today to pay benefits. Its mandate is to maximize returns without undue risk of loss, in the best interests of CPP contributors and beneficiaries. It invests globally across public equities, private equity, credit, real estate, infrastructure and energy, through seven investment departments run largely by in-house teams alongside external partners. Net assets were C$863.6 billion at June 30, 2026.
10 interview reports4 open roles457 deals16 people493 sources
Fundamental, research-driven stock picking in public and soon-to-be-public companies worldwide, run as a concentrated, market-neutral portfolio with regional teams.
Gives the Fund flexible, liquid access to global equities, fixed income, currencies, commodities and derivatives through internal systematic strategies, external public-markets managers and co-investments. Groups include External Portfolio Management, Systematic Strategies, Investment Engineering & Analytics, and Strategy, Risk & Operations.
Manages the global public and private credit portfolio across corporate, structured and real-asset credit, offering term loans, high-yield, mezzanine, structured products and platform investments. Teams include Americas Leveraged Finance, Americas Structured Credit, European Credit, Real Assets Credit and APAC Credit.
Builds a global private equity portfolio through fund commitments, secondaries, co-investments and direct deals, with teams for Direct Private Equity, Growth Equity, Private Equity Asia, Private Equity Funds and Secondaries; relationships with more than 160 fund managers.
Invests globally in real estate, infrastructure and both conventional and renewable energy (Sustainable Energies), supported by a Portfolio Value Creation team that works with portfolio company management.
Designs the Fund's strategic portfolios and manages total-fund exposure, leverage and liquidity through balancing programs, plus financing, collateral, trading and banking relationships; leads implementation of the Total Portfolio Investment Framework with the CIO's office.
A Toronto-based team that holds, manages and makes investments falling outside the strategies of the traditional investment departments.
| Toronto | ON | headquarters |
New York City · London · Hong Kong · Mumbai · Sydney · São Paulo
Powered by
From the inside
Reasons that work in interviews
4 reasons for CPP Investments
Office network across London, Hong Kong, Mumbai, San Francisco, New York, Sydney and São Paulo means geography is a real choice here rather than a Toronto seat with international deals.
The department structure (private equity, credit, real assets, active equities, sustainable energies) lets you specialise without changing employer.
Scale means co-underwriting alongside the largest global sponsors rather than taking allocations, which is a different seat from most Canadian funds.
The total portfolio approach is published in detail, so you can form a view on the investment framework before you interview and almost nobody does.
Unlock the full insights for CPP Investments: every round, the topics tested and what candidates experienced
Each row is a start season; the bars are when you apply. The track starts this month, so how far right a bar sits is how far off it is.
Winter 2027
Apply now
President & Chief Executive Officer
Senior Management Team
CEO since February 2021. He joined in 2008 in total portfolio management, moved to private investments, and led Credit Investments as global head from 2018, working in the Toronto, London and Hong Kong offices. Before finance he spent nine years as a research scientist at Xerox; he holds a PhD in physical chemistry (Western), a Rotman MBA and the CFA charter, chairs FCLTGlobal and sits on the SickKids board.
Senior Managing Director & Chief Financial Officer
Finance
Leads global finance, including planning, valuations, performance reporting, tax and financial controls. Joined in 2010 and helped build the finance function before being named CFO in 2022. Previously at KPMG across audit and advisory, ending in international tax; CPA with a University of Toronto commerce degree.
Senior Managing Director & Chief Operating Officer, Technology & Operations
Technology & Operations
Leads technology, data, investment operations, security and corporate services. Joined in 2023 from Boston Consulting Group, where he was a Managing Director and Partner focused on technology-enabled transformation; earlier held leadership roles at McKinsey and served as a CIO and COO in Lloyds Banking's digital business. PhD in mathematics from Loughborough.
Senior Managing Director & Chief Investment Officer
Office of the CIO
As CIO he works with the CEO, CFO, CRO and department heads to strengthen investment performance. He joined in 2008 to run Global Capital Markets during the financial crisis, later led several public-markets groups, was Chief Investment Strategist and Head of Total Portfolio Management (2014–2017), then Global Head of Real Assets. Earlier career at Fortress, Deutsche Bank Canada and TD Securities.
Senior Managing Director & Chief Public Affairs Officer
Public Affairs and Communications
Oversees communications and global public affairs, including relations with governments, media and stakeholders. Joined in 2011 after serving as Vice President, Public and Corporate Affairs at Sun Life Financial; earlier roles at the Canadian Bankers Association and Canadian Payments Association. Carleton law (BA) graduate.
Senior Managing Director & Chief Risk Officer
Risk
Leads global risk management, covering investment, climate, market, credit, liquidity, leverage and operational risk. Named CRO in 2024 after leading Capital Markets and Factor Investing and, before that, External Portfolio Management. Joined in 2008 after eight years in financial services and telecom; Rotman MBA and Waterloo MS in physics.
Senior Managing Director & Chief Talent Officer
Human Resources
Leads global HR, including talent acquisition, organizational development, mobility, compensation and inclusion. Joined in 2015 with more than 25 years of HR experience, including senior HR leadership at Holt Renfrew, Four Seasons Hotels and Resorts and IMAX. Western and Rotman MBA graduate.
Professional information only, drawn from official biographies and published reporting. BSO never lists private contact details.
Aug 14, 2026
Geoffrey RubinAppointment
Senior Managing Director, One Fund Strategist & Head of Asia Pacific
CPP Investments → CPP Investments
Announced with Q1 F2027 results as incoming Head of Asia Pacific, keeping his One Fund role; the handover takes effect at the end of 2026 (date shown is the announcement).
Aug 14, 2026
Agus TandionoRetirement
CPP Investments → —
Announced his retirement after 12 years, effective at the end of 2026 (date shown is the announcement).
May 26, 2026
Elizabeth CannonAppointment
Director, Board of Directors
— → CPP Investments
Academic leader from the University of Calgary with long governance experience joined the Board; the welcome release was issued June 1, 2026.
Apr 29, 2026
Elio LuongoAppointment
Director, Board of Directors
KPMG in Canada → CPP Investments
Former KPMG Canada CEO (2016–2024) joined the Board effective April 29, 2026; the welcome release was issued May 6, 2026.
Apr 1, 2026
David CollaPromotion
Senior Managing Director & Global Head of Credit Investments
CPP Investments → CPP Investments
Announced February 24, 2026; Colla joined the senior management team to lead Credit Investments after 16 years at the firm.
Apr 1, 2026
Andrew EdgellDeparture
Senior Advisor
CPP Investments → CPP Investments
Stepped back from leading Credit Investments after about 18 years in senior roles, remaining with the organization as a senior advisor.
Oct 10, 2025
Stephanie CoylesAppointment
Director, Board of Directors
— → CPP Investments
Former LoyaltyOne chief strategy executive appointed to the Board.
Sep 25, 2025
Gillian (Jill) DenhamAppointment
Director, Board of Directors
— → CPP Investments
Former CIBC retail banking executive and public-company director joined the Board.
Oct 15, 2024
Caitlin GubbelsPromotion
Senior Managing Director & Global Head of Private Equity
CPP Investments → CPP Investments
Announced August 14, 2024 and effective October 15, 2024, Gubbels took over the global Private Equity department after 14 years at the firm.
Oct 15, 2024
Suyi KimDeparture
CPP Investments → —
Left after 17 years to pursue other investment leadership opportunities; succeeded by Caitlin Gubbels.
Jul 17, 2024
Priti SinghAppointment
Senior Managing Director & Chief Risk Officer
CPP Investments → CPP Investments
Moved from running Capital Markets and Factor Investing to become Chief Risk Officer, replacing the departing Kristen Walters.
Jul 17, 2024
Heather TobinPromotion
Senior Managing Director & Global Head of Capital Markets and Factor Investing
CPP Investments → CPP Investments
Promoted into the senior management team to lead Capital Markets and Factor Investing, succeeding Priti Singh.
Jul 17, 2024
Kristen WaltersDeparture
CPP Investments → —
Left the CRO role, which she had established as a standalone function, to be closer to home; she had joined in January 2023 after roles at BlackRock, Natixis Investment Managers and PIMCO.
Oct 6, 2026
Nuveen secures A$1 billion in commitments for Australian real estate debt strategy from CPP Investments & Temasek
Investor
Oct 6, 2026
AT&T, Global Infrastructure Partners, and CPP Investments to Form New Fiber Joint Venture
Co-investor
Oct 1, 2026
10.5% of WestConnex and 25% of NorthWestern Roads Group
Seller · Transport infrastructure (Australia)
Buyer Transurban · Seller CPP Investments
Agreement to sell stakes in two Sydney toll road groups, first invested in from 2010 onward, for expected gross proceeds of about A$4.5 billion.
Sep 30, 2026
Sale of Australian Toll Road Assets
Seller
Sep 29, 2026
Prestige Hospitality Ventures Limited (~27%)
Investor (minority stake) · Real estate / hospitality (India)
Buyer CPP Investments
INR 30 billion investment for roughly 27% of Prestige Group's hotel platform, mostly primary capital for expansion; CPP's first direct hospitality investment in India.
Sep 29, 2026
India's Hospitality Sector with Investment in Prestige Hospitality Ventures
Investor
Sep 15, 2026
Maple Fund (Canadian infrastructure and strategic industries)
Co-sponsor / partner · Infrastructure / strategic industries (Canada)
Buyer CPP Investments and Brookfield (50/50)
Joint framework to deploy up to C$50 billion of equity, C$25 billion from each partner over an initial five years, into large Canadian projects needing more than C$5 billion of equity.
Sep 15, 2026
And Brookfield launch $50 billion Maple Fund to pursue large-scale investments across Canada
Investor
Sep 2, 2026
And Equinix Complete atNorth Acquisition to Support Growth of Leading Nordic Data Center Platform
Acquirer
Closed Sep 1, 2026
JTC plc
Co-acquirer · Financial services / fund administration
Buyer Permira and CPP Investments
Completed recommended cash offer, with Permira, for the Jersey-based fund, corporate and private-client administrator after shareholder and regulatory approvals.
Sep 1, 2026
Investment in JTC plc Following Successful Shareholder and Regulatory Approvals
Investor
Sep 1, 2026
Commitment to India’s National Investment and Infrastructure Fund
Fund commitment
Aug 14, 2026
Expanded portfolio carbon footprint reporting
Investor
Aug 10, 2026
And HSI Form Joint Venture to Acquire Landmark Hilton Hotels in Brazil
Co-investor
Jul 29, 2026
Tarchon (UK–Germany subsea interconnector project)
Acquirer (majority stake) · Energy transmission infrastructure
Buyer CPP Investments with Elia Group (WindGrid) · Seller Copenhagen Infrastructure V
Acquired a planned 1.4 GW HVDC link between the UK and Germany with Elia's WindGrid; CPP committed C$1 billion for a majority stake.
Jul 29, 2026
Elia Group and CPP Investments expand partnership with acquisition of the Tarchon interconnector project
Co-investor
Jul 20, 2026
LXP Industrial Trust
Co-acquirer · Real estate / industrial and logistics
Buyer Brookfield Asset Management and CPP Investments
All-cash take-private of an industrial REIT with about 53 million square feet in Sun Belt and Midwest markets at US$61.20 per share, roughly US$5.2 billion including debt; expected to close in Q4 2026.
Jul 20, 2026
Brookfield and CPP Investments to Acquire LXP Industrial Trust in $5.2 Billion All-Cash Transaction
Acquirer
Jul 3, 2026
EQT AI infrastructure strategy (EdgeConneX)
Co-investor · Digital infrastructure / data centres
Buyer CPP Investments
Commitment of US$1.75 billion (C$2.4 billion) to back EQT's build-out of AI-ready data centre capacity through EdgeConneX.
Jul 3, 2026
Partners with EQT to Support Global Digital Infrastructure Growth
Co-investor
Jun 26, 2026
Strategic Partnership with Element Fleet Management
Co-investor
Jun 26, 2026
Greystar and Lendlease Announce Elephant Park Residential Portfolio Transaction
Investor
Jun 17, 2026
Commits C$1 Billion to CtrlS Data Centre Partnership in India
Co-investor
Jun 4, 2026
Affirm and CPP Investments Renew and Expand Capital Partnership
Co-investor
Jun 2, 2026
Partners with BlueCove to Enter Hospitality Sector in Korea
Co-investor
Expected gross proceeds of about A$4.5 billion for WestConnex and NWRG interests.
Toronto posting appeared on the official job board (shown as posted three days before retrieval).
Announced at the Canada Investment Summit in Toronto, where CEO John Graham also spoke.
CPP Investments (about 60%) and Equinix closed the purchase of the Nordic data centre platform.
Summarizes Bloomberg's report of several senior exits at CPP Investments and notes headcount fell to 2,084 from 2,125 while assets grew.
Bloomberg reports departures in investment risk, credit, real assets and sustainable energies (headline and summary from search result; article paywalled).
Canadian Press report on the fund's Q1 F2027 results, driven by public equities, and its expanded carbon-footprint disclosure.
Details the all-cash take-private of the industrial REIT, its 108-property portfolio and the expected Q4 2026 close.
Covers F2026 results and notes the fund lagged its 13.2% benchmark because it held less of the large tech stocks that led markets.
US$4 billion enterprise value; CPP takes about 60%.
Reports David Colla's promotion to lead Credit Investments and Andrew Edgell's move to a senior advisor role.
Reports the agreement for CPP to buy half of Inkia Energy (headline and summary from search result).
0.5% quarterly return; 10-year annualized return of 8.4%.
Up to US$1.05 billion in a deal valuing BP's lubricants business at about US$10.1 billion.
5.4% quarterly return; 10-year annualized return of 8.8%.
Coverage of the US$3.0 billion agreement for an indirect 13% stake alongside KKR (from search result).
1.0% quarterly return amid tariff-driven volatility and a weaker U.S. dollar; cumulative net income since inception reached about C$500 billion.
Explains the move to benchmark portfolios as the main performance measure and the 1.6-point underperformance versus benchmark in F2025.
10-year annualized return of 8.3%; the fund moved to benchmark portfolios as its main performance yardstick.
Covers Caitlin Gubbels' promotion to Global Head of Private Equity and Suyi Kim's departure.
Effective October 15, 2024, succeeding Suyi Kim.
Reports Priti Singh's move to CRO, Heather Tobin's promotion and Kristen Walters' exit.
US$6.2 billion deal including debt for the U.S. utility and renewables company.
Promoted to Senior Managing Director and head of the Total Fund Management department, effective immediately.
The former head of Credit Investments took over after Mark Machin's resignation.
Established under the Canada Pension Plan Investment Board Act to invest CPP funds not needed for current benefits; it began investing in public stocks in 1999.
56
13
0
0
CPP Investments · Oct 6, 2026 · cppinvestments.com
CPP Investments · Oct 6, 2026 · cppinvestments.com
CPP Investments · Oct 1, 2026 · cppinvestments.com
CPP Investments · Sep 29, 2026 · cppinvestments.com
CPP Investments · Sep 15, 2026 · cppinvestments.com
CPP Investments (via Cision Newswire) · Sep 15, 2026 · newswire.ca
CPP Investments · Sep 2, 2026 · cppinvestments.com
CPP Investments · Sep 1, 2026 · cppinvestments.com
CPP Investments · Sep 1, 2026 · cppinvestments.com
CPP Investments (via Cision Newswire) · Aug 14, 2026 · newswire.ca
CPP Investments · Aug 14, 2026 · cppinvestments.com
CPP Investments · Aug 10, 2026 · cppinvestments.com
CPP Investments · Jul 29, 2026 · cppinvestments.com
CPP Investments · Jul 20, 2026 · cppinvestments.com
CPP Investments · Jul 3, 2026 · cppinvestments.com
CPP Investments · Jun 26, 2026 · cppinvestments.com
CPP Investments · Jun 26, 2026 · cppinvestments.com
CPP Investments · Jun 17, 2026 · cppinvestments.com
CPP Investments · Jun 4, 2026 · cppinvestments.com
CPP Investments · Jun 2, 2026 · cppinvestments.com
CPP Investments · Jun 1, 2026 · cppinvestments.com
CPP Investments (via Cision Newswire) · May 21, 2026 · newswire.ca
CPP Investments · May 6, 2026 · cppinvestments.com
CPP Investments · May 5, 2026 · cppinvestments.com
CPP Investments · Feb 27, 2026 · cppinvestments.com
CPP Investments · Feb 24, 2026 · cppinvestments.com
CPP Investments (via Cision Newswire) · Feb 13, 2026 · newswire.ca
CPP Investments · Dec 24, 2025 · cppinvestments.com
CPP Investments (via Cision Newswire) · Nov 14, 2025 · newswire.ca
CPP Investments · Oct 3, 2025 · cppinvestments.com
CPP Investments · Sep 23, 2025 · cppinvestments.com
CPP Investments · Aug 14, 2025 · cppinvestments.com
CPP Investments (via Yahoo Finance) · May 21, 2025 · finance.yahoo.com
CPP Investments · Aug 14, 2024 · cppinvestments.com
CPP Investments · Jul 17, 2024 · cppinvestments.com
CPP Investments · May 6, 2024 · cppinvestments.com
CPP Investments · Sep 20, 2023 · cppinvestments.com
CPP Investments (via Cision Newswire) · Oct 12, 2022 · newswire.ca
CPP Investments (via Cision Newswire) · Dec 7, 2021 · newswire.ca
CPP Investments · Date unavailable · cppinvestments.com
CPP Investments · Date unavailable · cppinvestments.com
CPP Investments · Date unavailable · cppinvestments.com
CPP Investments · Date unavailable · cppinvestments.com
CPP Investments · Date unavailable · cppinvestments.com
CPP Investments · Date unavailable · cppinvestments.com
CPP Investments (Workday) · Date unavailable · cppib.wd10.myworkdayjobs.com
CPP Investments · Date unavailable · cppinvestments.com
CPP Investments · Date unavailable · cppinvestments.com
CPP Investments · Date unavailable · cppinvestments.com
CPP Investments · Date unavailable · cppinvestments.com
CPP Investments · Date unavailable · cppinvestments.com
CPP Investments · Date unavailable · cppinvestments.com
CPP Investments · Date unavailable · cppinvestments.com
CPP Investments · Date unavailable · cppinvestments.com
CPP Investments · Date unavailable · cppinvestments.com
CPP Investments · Date unavailable · cppinvestments.com
Benefits and Pensions Monitor · Aug 20, 2026 · benefitsandpensionsmonitor.com
Bloomberg · Aug 19, 2026 · bloomberg.com
BNN Bloomberg (The Canadian Press) · Aug 14, 2026 · bnnbloomberg.ca
Commercial Observer · Jul 20, 2026 · commercialobserver.com
Investment Executive · May 21, 2026 · investmentexecutive.com
Alternatives Watch · May 20, 2026 · alternativeswatch.com
Alternatives Watch · Feb 24, 2026 · alternativeswatch.com
Alternatives Watch · Feb 13, 2026 · alternativeswatch.com
BNN Bloomberg · Sep 23, 2025 · bnnbloomberg.ca
Benefits and Pensions Monitor · May 23, 2025 · benefitsandpensionsmonitor.com
Wealth Professional · Aug 15, 2024 · wealthprofessional.ca
Benefits and Pensions Monitor · Jul 18, 2024 · benefitsandpensionsmonitor.com
Global News (Reuters) · Feb 26, 2021 · globalnews.ca
Showing sources for the free preview. 424 further sources support the locked intelligence on this page.
Add your resume and BSO shows how you match CPP Investments and the signals in your favour. BSO Pro adds how to position yourself, who to contact and the roles open at your level.
Get your planOpen roles on BSO Jobs4
Interview prep
Have an upcoming interview with CPP Investments?
How each round tends to run, what it keeps testing and where candidates lose it, from people who have sat it. Leave your name and we’ll reach out.
Summer 2027
Apply now
Posting open Jul to Nov; Interviews Dec; Offers Jan.Fall 2027
Apply from May 2027
Posting open May to Jun; Interviews Jun to Jul; Offers Jul to Aug.Programs
Summer Intern · Toronto
May–August internship for women in the second year of an undergraduate program (third year in five-year programs), combining on-the-job work with training in markets fundamentals, accounting, modelling, writing and presentation, plus mentorship. Two interview rounds mixing behavioural and case questions.
Summer Intern · Toronto
Four-month summer internship for students in their penultimate year, placed in one participating investment department after being considered for all teams. Covers company and fund-manager analysis with classroom training and a manager/mentor pairing. Two interview rounds: behavioural plus a take-home case study.
Co-op · Toronto
Four- or eight-month placements in the Finance department for accounting/finance and MAcc students returning to school, including placements in CPA Ontario pre-approved teams. Two interview rounds, behavioural and case.
Co-op / Intern · Toronto
Terms in Total Fund Management, Capital Markets & Factor Investing and Credit Investments for bachelor's and graduate students interested in modelling, data and portfolio management; four-month terms in all three seasons plus a Professional Experience Year option. Two interview rounds, with a programming challenge for some roles.
Co-op / Intern · Toronto
Engineering-focused placements across groups such as Data Platforms, Public Markets Technology and Alternative Investments Technology; four-month terms or eight/twelve-month combined terms. One interview round, with a programming challenge for some roles.
Summer Intern · Toronto
Summer internship for undergraduate and graduate students in corporate affairs, global communications and public affairs. Two behavioural interview rounds.
Summer Intern (Law) · Toronto
Summer internship in the Legal team for Indigenous students enrolled in a Canadian law program. Two behavioural interview rounds.
Full-time Analyst · Toronto
Final-year undergraduates are hired directly into an investment department to work on live investments and research, supported by mentorship and structured training resources such as Wall Street Prep. New analysts also go through LAUNCH, a case-based development program including a four-week technical bootcamp on accounting, Excel, valuation and modelling. Two interview rounds, behavioural and case. Early career programs also run in Hong Kong and London, and candidates need the right to work in the role location.
Full-time Analyst (rotational) · Toronto
Three-year program with two rotations in Finance and Legal (Assurance & Advisory) providing the experience needed for the CPA designation; open to final-year undergraduate and MAcc students. Two interview rounds, behavioural and case.
Typical background
GuidanceA Big Six or boutique investment bank, a pension rotation, or asset management.
Large-cap platforms and global multi-strategy funds
Upper mid-market PE, infrastructure, the Maple 8 and large managers
CPP Investments is hereMid-market PE, mid-sized managers, domestic hedge funds and smaller pensions
Small-cap private equity, boutique managers and early-stage VC
Where people go next
GuidanceSenior Managing Director, Chief Legal Officer & Corporate Secretary
Legal
Leads legal, compliance and corporate secretarial functions globally and oversees internal assurance and advisory. A business lawyer with deep transaction, regulatory and governance experience, recognized by Chambers & Partners among leading in-house counsel. Serves on the Ascot Group board and Queen's University's board of trustees.
Senior Managing Director, Global Head of Real Assets & Head of Europe
Real Assets
Runs the Real Assets department (real estate, energy and infrastructure) and provides regional leadership for Europe; joined the Senior Management Team in December 2021. Joined in 2015 and previously led Direct Private Equity and Portfolio Value Creation. Earlier spent over seven years at Permira and worked as an investment banker at Deutsche Bank and BNP Paribas in London; sits on the Boldyn Networks board.
Senior Managing Director & Global Head of Credit Investments
Credit Investments
Leads Credit Investments, which manages credit exposures across private and public markets; appointed effective April 1, 2026 after heading the Capital Solutions group. Joined in 2010 from Oaktree's mezzanine finance group, and earlier worked in JPMorgan's principal investments and leveraged finance groups. Queen's economics graduate with an Ivey MBA; sits on the Antares Capital board.
Senior Managing Director & Global Head of Private Equity
Private Equity
Leads the global Private Equity program spanning direct private equity, Private Equity Asia, and funds and secondaries; promoted effective October 2024. She previously headed the private equity funds business focused on North American and European buyout and growth managers. Before joining in 2010 she was an investment banker at CIBC World Markets in Toronto; Dalhousie commerce graduate.
Senior Managing Director & Global Head of Active Equities
Active Equities
Heads Active Equities, which aims to generate alpha through fundamental security selection. Joined in 2007 and led Active Fundamental Equities and then research and portfolio strategy. Earlier a media and communications portfolio manager at Ontario Teachers' and an M&A banker at BMO; CFA charterholder with a U of T master's in financial economics.
Senior Managing Director & Global Head of Capital Markets and Factor Investing
Capital Markets and Factor Investing
Leads Capital Markets and Factor Investing; promoted in 2024 from Head of Investment Portfolio Management in the CIO's office. Joined in 2009 on the infrastructure team and later ran strategy and operations in CMF. Previously at the IFC (World Bank) in oil, gas and mining and in investment banking at Morgan Stanley; Dalhousie BComm and Ivey MBA.
Senior Managing Director & Head of Total Fund Management
Total Fund Management
Leads Total Fund Management, covering the balancing and financing portfolio, balance sheet management, tactical positioning, trading and portfolio design. Joined in 2019 and ran exposure, leverage and liquidity management before his 2023 appointment. Previously held fixed income and credit trading roles at Bank of America Merrill Lynch; McMaster BCom and LSE MSc.
Senior Managing Director & Head of Asia Pacific
Asia Pacific
Leads regional business development across the Hong Kong, Mumbai and Sydney offices and sits on several investment committees; announced in August 2026 that he will retire at the end of 2026. Joined in January 2014 and previously ran Active Equities Asia. Earlier career at Citadel (Asia), Income Partners and Fidelity Investments in Hong Kong; Chicago Booth MBA and CFA charterholder.
Senior Managing Director & One Fund Strategist
One Fund Strategy Group
Heads the One Fund Strategy Group, which reports to the CEO and sets firm-wide strategic priorities; announced in August 2026 as incoming Head of Asia Pacific (in addition to his current role), effective end of 2026. Joined in 2011, helped build Total Fund Management and served as Chief Investment Strategist. Previously managed balance sheets at Fannie Mae and Capital One; Princeton economics PhD; sits on the Antares Capital board.