UPP is led by a growing team of passionate, top-tier professionals in their fields.
Our expanding Executive and Senior Leadership teams are responsible for building the Plan’s foundations and establishing its overall strategic direction. They are also looked to as models of our values-based culture.
President and Chief Executive Officer
Barbara Zvan is UPP’s inaugural President and Chief Executive Officer and is responsible for leading UPP’s plan’s administration and the investment of its assets, working with the Board of Trustees to meet the plan’s goals to deliver a secure, stable retirement income to our members. Barb is known for her efforts to bring institutional strength to complex challenges and forge new collaborative pathways for innovation and growth.
Formerly the Chief Risk and Strategy Officer for the Ontario Teachers’ Pension Plan, Barb is recognized as a leading voice on sustainable investing and an ambassador for defined benefit pensions, Barb serves on the boards of various global institutions and associations focused on pension management, risk and responsible investing, including the Global Risk Institute, Responsible Investment Association and the advisory board of the Institute of Sustainable Finance at the Smith School of Business. She was appointed to the Government of Canada’s Expert Panel on Sustainable Finance, is a member of the Advisory Committee for the new ‘Investing to Address Climate Change’ Charter, is an inaugural member of the Sustainable Finance Action Council. Barb played a significant role in creating the G7 Investor Leadership Network.
She holds a Master Degree in Math and Statistics from the University of Waterloo and a Bachelor of Science from McMaster University. She is a fellow of the C.D. Howe Institute, a member of the Institute of Corporate Directors, a Fellow of Canadian Institute of Actuaries (FCIA) and a Fellow of Society of Actuaries (FSA).
Chief Investment Officer
Aaron Bennett is UPP’s Chief Investment Officer and leads all aspects of our global investment strategy and operations. He works closely with the Executive Leadership Team and Investment Department leaders to drive and evolve UPP’s innovative, risk-optimized investment platform grounded on the Plan’s mission of retirement security and sustainable investing.
A seasoned and versatile portfolio manager, Aaron brings over 16 years of investment experience at highly respected organizations, with expertise in strategic asset allocation and responsible investing. He has a deep understanding of total fund asset mix strategy and risk management and has managed globally diversified portfolios of public and private assets. He is also a recognized leader in sustainable investing and ESG initiatives. Across his roles at Jarislowsky Fraser Global Investment Management, Ontario Teachers’ Pension Plan and mid-sized Canadian boutique investment banks, Aaron has supported the continuous improvement of systemic and robust investment analysis, policy formulation and strategic implementation across portfolios and asset classes.
Aaron holds a B.Sc Honours (Biology) from Queen’s University, an MBA from the Ivey School of Business Western University and is a CFA Charterholder.
Christine Chen is UPP’s Executive Legal and Policy Advisor and acts as principal legal officer to UPP, working closely with the ELT and Board of Trustees to provide leadership and integrated, strategic, and risk-adjusted direction in all legal matters. She is an active member of the Executive Leadership team and plays a critical role advancing UPP’s business and strategic priorities.
Christine is a lawyer with international and multi-disciplinary experience. She began her legal career in Toronto with Fasken Martineau, then moved to London, where she consulted before becoming in house counsel for an international private equity manager and qualifying as Solicitor (England and Wales) as well as Barrister and Solicitor (Ontario). Christine has experience in a wide range of areas, including taxation, M&A transactions, organizational transformation and governance, stand-up of foreign subsidiaries, fund structuring and capital raising, strategic advisory and executive compensation. She was a Trustee at HOOPP prior to joining UPP.
She is a graduate of the Institute of Corporate Directors and holds her LLB from the University of Toronto, Faculty of Law.
Chief Financial Officer and Head of Operations
Henry Kim is UPP’s Chief Financial Officer and Head of Operations, responsible for all operational and financial aspects of the Plan, including investment finance, corporate finance, technology, compliance and taxation planning. As a member of the Executive Team, Henry contributes to key decisions related to strategic initiatives, operational processes and organizational culture.
Henry brings more than 20 years of institutional investment, financial and operational management expertise. This experience includes time spent at OMERS, a principal role in the start-up of the CPP Investment Board (CPPIB) and, most recently, as Chief Financial Officer and Chief Compliance Officer of CGOV Asset Management. There, he managed all aspects of finance and operations, governance, human resources and compliance, creating role clarity and organizational alignment across functional areas for improved controls, growth and efficiencies. As CPPIB’s third employee, Henry implemented and managed corporate and investment start-up activities and built the necessary infrastructure and internal controls to manage, monitor and measure the fund’s investment risk and performance.
Chief Pension Services Officer
Joanna Lohrenz is UPP’s Chief Pension Services Officer (CPSO) and leads UPP’s day-to-day execution and oversight of member and employer services and regulatory compliance related to pension administration. Working closely with our university pension services agents, Joanna and her team are accountable for serving and engaging members, earning their trust and achieving high levels of member satisfaction. As CPSO, Joanna also oversees pension contribution reconciliation and accuracy of pensioner payroll.
Throughout her 20+ year career at Manulife, Joanna has successfully filled many transformational and client service centered executive roles, including VP Sponsor Experience, Group Benefits; VP, Transformation, Customer Experience; VP, Contact Centers, Canadian Division; and AVP Client Services Group Pensions, John Hancock, among others. Her most recent role was VP, Strategy and Transformation, Group Benefits. A self-styled operator who revels in “getting things done”
Joanna holds a Bachelor of Arts in Political Science from the University of Western Ontario.
Chief Engagement and Strategy Officer
Kathy is UPP’s Chief Engagement and Strategy Officer, overseeing UPP’s Office of Engagement, Strategy and Communications. Kathy leads the team responsible for UPP’s strategic planning, outreach and relationship building program(s) with the university sector. Working with the communications team, she supports UPP’s broader communications and branding programs and contributes to the strategic and operational direction of UPP, providing counsel and advice on engagement, relationship building and issues management.
Kathy is an established leader in the Ontario public service sector with a long record of building productive relationships with internal and external stakeholders, staff, elected government representatives, and the media to achieve strategic goals. Practicing social justice values and a commitment to integrity and equity, Kathy is an effective change and people leader with demonstrated experience crafting clear strategy, executing plans, and creative problem solving. She joined UPP from the University of Toronto Faculty Association (UTFA), where she served as Executive Director, providing elected leadership strategic advice, facilitating strategic planning, managing communications, and strengthening UTFA’s recognition as a leader internally and within the broader sector. Prior to UTFA, Kathy worked at Canadian Union of Public Employees (CUPE) where she has a reputation for building and managing strong teams.
Kathy holds a Bachelor of Social Work from the University of Calgary.
Chief People Officer
Omo is UPP’s Chief People Officer, responsible for all aspects of UPP’s people strategy, including performance management; talent development and acquisition; employee engagement; and diversity, equity and inclusion initiatives. She also works alongside UPP’s executive team to define UPP’s organizational culture and values.
Omo brings extensive people experience, including her most recent role as Chief People Officer at the City of Toronto, where she led a large team of human resources, equity, and human rights professionals. While at the City of Toronto, Omo delivered programs and services to strengthen, support, and promote an inclusive, accessible, and discrimination and harassment free environment for employees, service recipients, and residents. A Juris Doctor from the Faculty of Law at the University of Toronto, Omo joined the City of Toronto in September 2004 and spent over a decade working as a labour, employment and human rights lawyer.
Omo’s community efforts include sitting as Co-chair of the University of Toronto Administrative Tribunal, Director of Massey Centre for Pregnant and Parenting Adolescents, a volunteer for the Out of the Cold program and a mentor for the University of Toronto Faculty of Law. She was the City lead on the development of Toronto’s Indigenous Affairs Office in partnership with Toronto’s Indigenous community.
Senior Managing Director, Private Markets
Peter is UPP’s Senior Managing Director, Head of Private Markets, responsible for UPP’s Private Markets portfolio comprising the infrastructure, real estate, private equity, and private debt asset classes. In his role, Peter leads the identification and implementation of strategic priorities, execution and value creation opportunities and oversees the department’s valuation, portfolio construction, analytics, monitoring, and reporting efforts. Peter is a senior investment professional specializing in unlisted investments, with deep experience in M&A, investment strategy and asset management. His breadth as an investor at one of Europe’s largest institutional investors and in global advisory and investment banking has given him exposure to wide-ranging investments, projects, and transactions and the opportunity to amass an extensive global leadership network.
Peter has served on the Boards of several large infrastructure companies and on the Investment and Investor Advisory Committees of a range of infrastructure, real estate, private equity, and private debt funds. He currently sits on the Investment Committee of the Danish SDG Investment Fund, a DKK 5bn public-private partnership contributing to the realization of the 17 UN SDGs through investments in developing countries. Peter has Master’s Degrees in Finance and Economics from the London School of Economics and the University of Copenhagen.
Managing Director, Associate General Counsel
Aleksandra joins UPP as Managing Director, Associate General Counsel. She supports the development, planning and implementation of critical initiatives across UPP and provides legal advice in areas such as investment management, regulatory matters and corporate governance.
Aleksandra began her legal career at two global law firms, where she practiced corporate and securities law in Toronto and London. She later took on the sole legal counsel role at a Canadian private equity fund. Most recently, Aleksandra participated in the build of a new legal function at another Ontario-based pension fund, where, as part of the senior leadership team, she participated in investment work, strategic projects, as well as contributed to the fund’s policies and governance framework.
Aleksandra holds an MBA and JD. She is a long-standing mentor in the Women in Capital Markets mentorship program, and the Diversity and Inclusion Officer of the Corporate Counsel Forum of the International Bar Association.
Managing Director, Responsible Investing
Brian Minns is UPP’s Managing Director, Responsible Investing, responsible for integrating responsible investing (RI) into UPP’s total portfolio approach and corporate practices. He oversees UPP’s RI strategy, ensuring our RI commitments are achieved through our investment processes and stewardship practices and that we are communicating openly and transparently about our RI practices as they evolve.
Brian comes to UPP after nearly a decade at Addenda Capital, culminating in his most recent position as Vice-President, Sustainable Investing. Prior to Addenda, he held positions in responsible investing with CPP Investments and Mercer. A veteran in responsible investing, Brian is Co-founder and Co-chair of the Canadian Responsible Investing Working Group, a member of the CFA Institute’s ESG Technical Committee and was Co-chair of the Reporting and Advisory Committee of the Principles for Responsible Investment.
He is a Chartered Financial Analyst and hold a Master’s in Environmental Studies from York University, the Sustainable Investment Professional certification from Concordia University, and a Bachelor of Science in Mechanical Engineering from Queen’s University.
Managing Director, Public Markets
Christophe L’Ahelec is an investment professional with more than twenty years of global experience in France, Hong Kong, Switzerland and Canada.
As Managing Director, Public Markets and is responsible for UPP’s global investment strategy with a particular focus on Public Market activities.
Prior to UPP, Christophe was a Senior Principal in the Capital Markets department at Ontario Teachers’ Pension Plan (OTPP) Board where he was accountable for the top-down management of the external managers portfolio and was part of the investment committee allocating to hedge fund, private credit and long only equity managers. During his 11 year tenure at OTPP, he originated, conducted due-diligence and on-boarded systematic alpha managers in the equity and futures space, along with leading the group’s work in the alternative risk premia space.
Before coming to Canada, Christophe was a quantitative analyst and assistant portfolio manager at Mignon Genève SA/Alpstar Asset Management in Switzerland, where he took part in the creation and portfolio management of a European systematic market neutral fund.
Christophe is a graduate engineer in Finance and Applied Mathematics from the Ecole Nationale Supérieure d’Informatique et de Mathématiques Appliquées de Grenoble, France and holds the Chartered Financial Analyst designation. Christophe has been invited to speak globally on advanced portfolio and risk management topics and has published papers on topics regarding portfolio construction and managed futures.
Managing Director, Actuarial
Faisal Siddiqi is UPP’s Managing Director, Actuarial and leads all internal and external actuarial processes at UPP, including management of UPP’s annual actuarial valuations and tracking of the plan’s funded status. Faisal is also a strategic member of our asset-liability management team and he works closely with the organization’s portfolio construction, investment strategy, investment operations, and pension services areas.
Faisal brings over 25 years’ experience and expertise in asset-liability analysis and technical actuarial review, plan valuations, sponsor and government relations and general organizational leadership. During his career he has consulted for LifeWorks, Willis Towers Watson, Buck Consultants, and EY where he was an Associate Partner. Faisal has been a member of Ontario’s Financial Services Tribunal for over four years, hearing cases covering pensions, insurance and mortgages and he has been a chair of many professional actuarial committees and is a frequent presenter at pension industry conferences.
He holds a Bachelor of Mathematics in Actuarial Science and Statistics from the University of Waterloo and is a Fellow of the Society of Actuaries and a Fellow of the Canadian Institute of Actuaries.
Managing Director, Data and Technology
Giorgio Scocco is UPP’s Managing Director, Data & Technology, responsible for technology strategy, governance, vendor oversight, data management and security practices. He is also responsible for the implementation and management of enterprise platforms and services required to evolve the technology architecture . Giorgio partners with all areas of UPP and plays a strategic role in ensuring UPP’s Data & Technology capabilities meet organizational needs on a near and long-term basis.
Giorgio comes to UPP from OMERS, where he was most recently Vice President, Enterprise Architecture. As a key technology partner, he led the cloud strategy and roadmap for OMERS while building cohesive architecture practices across the organization. Previously, Giorgio held the position of Vice President, Pension Technology. In that role, he was responsible for leading a diverse technology delivery team from project initiation through to operational support. Over his 20+ year career in technology, Giorgio has worked for start-up organizations and large financial institutions.
He holds a Bachelor of Mathematics in Computer Science and Information Systems from the University of Waterloo.
Managing Director, Total Fund and Treasury
Jeff Dejean is UPP’s Managing Director, Total Fund and Treasury, responsible for all portfolio aspects related to cash management, fixed income, liability-driven investing and leverage. He oversees UPP’s strategies to measure and manage interest rate and liquidity risk as well as UPP’s asset mix rebalancing and capital planning strategies. He is closely involved in UPP’s ALM analysis and review, risk management and performance reporting frameworks.
Jeff is an experienced asset/liability management professional, with expertise in all major areas of treasury and proven experience in balance sheet management and optimization. Jeff’s ALM experience includes traditional banking, as well as in pension and insurance. He’s an innovative leader, able to develop and maintain high performance teams, with a track record of transforming treasury functions. Jeff was most recently Vice-President, ALM at CIBC, where he managed a team of 17 professionals. Prior experience was with RBC as Treasurer of RBC Investor Services Ltd. and with the Province of Ontario.
He holds his Masters Degree in Economics from Queen’s University and a Bachelor’s Degree (honours) in Economics from the University of Western Ontario.
Managing Director, Strategy and Communications
Kelly is UPP’s Managing Director, Strategic Communications & External Relations, responsible for building the organization’s integrated communications strategy and positioning the Plan to engage key audiences and attract talent.
Kelly brings over a decade of communications and business writing experience with large public and private institutions. She specializes in distilling comprehensive information and ideas into compelling messaging and reporting to diverse audiences, from academia and industry to international regulators, policymakers and central banks. Kelly has worked for some of the world’s largest institutional investors, including an eight-year tenure at the Ontario Teachers’ Pension Plan (OTPP), where she served as the communications conduit between the investment division and its governing bodies, ensuring clarity and alignment on strategic objectives and decisions. She has contributed communications guidance and content support to an array large financial institutions and global bodies, including the Government of Canada’s Expert Panel on Sustainable Finance, the G7 Investor Leadership Network, the Canadian Coalition for Good Governance, the Global Risk Institute and the International Centre for Pension Management, among others.
Kelly holds a four-year Bachelor of Arts in Economics from Bryn Mawr College in Pennsylvania. She served as a director on the Board and Finance Committees for Make-A-Wish Atlantic Provinces and is a member of the Centre for Women in Business.
Managing Director, Portfolio Construction and Investment Risk
As Managing Director, Portfolio Construction and Investment Risk, Nelson works closely with key partners and asset class heads to develop and manage UPP’s risk policies, investment strategy, total fund management, and government and investment-grade fixed income strategies.
Prior to joining UPP, Nelson was Head of Portfolio Construction and Fixed Income at the Alberta Teachers’ Retirement Fund (ARTF). In that role, Nelson developed an economic risk-balanced portfolio using derivatives to better match pension liabilities and built risk premia portfolios improving beta efficiency, diversification, and risk mitigation. Prior to his role at ARTF, Nelson managed the Liquid Alternatives portfolio at Scotia Institutional Asset Management, was Principal, Global Macro Portfolio at OMERS, and held roles at ING Investment Management Canada, Ontario Teachers’ Pension Plan and Dupont Capital Management.
Nelson holds a CFA designation, an MBA from Queen’s, and has completed the Investment Decisions and Behavioural Finance Program from the Harvard Kennedy School as well as the Financial Investment Technology program from the University of California, Berkeley.
Managing Director, Investment Finance and Operations
Paula Heinzl is UPP’s Managing Director, Investment Finance and Operations, responsible for the Investment Finance operational capabilities including custody arrangements, day to day portfolio oversight, portfolio performance and analytics and consolidated portfolio reporting. She is also responsible for developing policies, processes and controls to record, measure and monitor the investments under management.
Paula most recently worked at International Fund Services, a division of State Street Alternative Investment Solutions which provides fund accounting and administration to hedge funds and fund of hedge funds. Paula led the launch of this division in Toronto, growing it to over 80 staff with an international client base. She has experience with client management, procedures and controls development and enhancement, leading teams and custody and investment accounting. After starting her career at Ernst & Young, Paula was at State Street and held positions in multiple service teams – mutual funds, offshore funds and pensions.
She holds a Bachelor of Commerce in Accounting and Finance from Queen’s University and is a Chartered Accountant and Certified Public Accountant.
Managing Director, Strategic Initiatives Delivery
Reza Arjomandi is UPP’s Managing Director, Strategic Initiatives Delivery and is responsible for leading the enterprise Project Management Office (ePMO) team and the design, planning and execution of UPP’s strategic initiatives portfolio. He and his team are accountable for developing and implementing UPP’s innovative, scalable delivery model.
Reza brings UPP over 25 years experience in project delivery, data and analytics. He was most recently Program Director, Data & Analytics at Ontario Teachers’ Pension Plan (OTPP). During his decade at OTPP, Reza also led the Risk Solution Replacement Program, as well as the Equity OMS replacement project. Prior to OTPP, Reza led programs and projects at eHEALTH Ontario Agency, Ministry of Health and Long-Term Care, Compaq Canada and SHL Systemhouse.
He holds a Bachelor of Engineering (Honours) in Aeronautical Engineering from the University of Salford, Manchester, England.
Managing Director, Corporate Finance
Suchorita Sen is UPP’s managing Director, Corporate Finance and is responsible for our Corporate Finance function. She oversees financial reporting, delivering financial information to stakeholders, both internally and externally, as well as strategic financial planning and analysis, procurement and expense management. She provides financial advice and guidance to teams across corporate functions.
Suchorita comes to us with many years of experience gained at Deloitte, Sun Life Financial and most recently OMERS. During her time with OMERS, she led the annual operating plan and quarterly forecasting processes, and oversaw the preparation of the annual MD&A. As a member of their Sustainable Investing Committee, she helped OMERS publish its first-ever portfolio-wide carbon foot printing metrics.
She holds a Bachelor of Commerce from McMaster University and is a Chartered Professional Accountant (CPA) of Ontario.
With members’ interests always the focal point, UPP’s Board responsibilities include actuarial valuations, legal compliance, investments, and pension benefits.
Six Trustees are selected by the Employer Sponsor, six by the Employee Sponsor, one by non-unionized members. The Chair is selected jointly by the Employee and Employer Sponsors. These 14 individuals bring varied experience and deep expertise in areas important to UPP.
Gale Rubenstein is counsel at Goodmans LLP. She has been recognized as a leading practitioner in the fields of corporate restructuring, pensions and regulatory matters over her lengthy career with Goodmans.
Gale has represented the Province of Ontario in the Stelco, General Motors and Chrysler restructurings, in which creative approaches to pension matters were key. She also acted as the provincial facilitator for public sector jointly sponsored pension plan negotiations, involving Healthcare of Ontario Pension Plan (HOOPP), Colleges of Applied Arts and Technology (CAAT) Pension Plan, Ontario Teachers’ Pension Plan and OPTrust.
From 2007 to 2009, during the financial crisis, Gale represented the Investors’ Committee dealing with asset-backed commercial paper.
Gale served on the Board of Hydro One from 2007 to 2018. She currently serves on the Boards of the Scarborough Health Network, Algoma Steel Inc., Outside the March Theatre Company, the Social Services and Seniors Committee of the United Jewish Appeal and on the Canada Deposit Insurance Corporation Advisory Panel.
Gale earned a Bachelor of Laws (LL.B.) from Osgoode Law School.
Alan Jette retired from TD Bank Group (TDBG) in 2016 where he served as Executive Vice President, Treasury and Balance Sheet Management (TBSM) and Treasurer from 2000 to November 2016. He had enterprise-wide accountability for effective management of the Bank’s balance sheet including non-trading market risk measurement and management, funds transfer pricing, liquidity risk, funding and capital management and investing the Bank’s $120 billion non-trading marketable securities portfolio. TBSM was also responsible for establishing a risk measurement framework and risk profile assessment across all defined benefit pension plans. Alan also served on the Bank’s Retirement Investment Committee, overseeing the investment strategies, management and performance of over $ 9 billion in global pension assets on behalf of TD’s pension plan members.
Alan joined TDBG through its acquisition of Canada Trust where he had served as Senior Vice President Treasury and Risk Management. Prior to joining Canada Trust, he was the founding and managing partner of the Asset/Liability Management Group, an independent investment counselling firm specializing in providing quantitative investment and asset/liability management analysis and valuation to financial intermediaries. Alan was a founding partner of Yield Management Group, in charge of its asset/liability management advisory group.
Alan earned a bachelor’s degree from Carleton University and a Master of Business Administration from Queen’s University.
Alex D. McKinnon is the Research Director for the United Steelworkers Union (USW), Canadian National Office. He has worked on staff with the Union for over 35 years. Alex was the first rank and file member hired to the USW’s National Office Research Department and, in 2013, became the first rank and file member to be promoted to the Research Director.
Alex serves as a pension trustee on the multi-employer Steelworkers Pension Plan, and is Chair of the Canadian Energy and Related Industries Pension Plan (CERi). He also serves on various committees for the Financial Services Regulatory Authority, including the Stakeholders Advisory Group (SAC) and the Multi-Employer Pension Plan Committee.
Alex has served as the Vice-Chair and Chair of the University of Toronto Pension Plan and is currently the President of Multi-Employer Benefit Plan Council of Canada (MEBCO) He previously served as a Labour Co-Chair of the Ontario University Pension Project. Alex is as a spinal cord peer support volunteer and was appointed to the Board of Directors of Spinal Cord Injury Ontario in 2018, where he serves as Treasurer as well as on the governance committee.
Alex earned a bachelor’s degree (Economics) from Sir Wilfred Laurier University and holds the Certified Employee Benefit Specialist (CEBS) designation in addition to a variety of certifications in pension fund governance. He has also completed the ICD – NFP course for non-profit directors.
Alex currently is the Chair of the UPP Pension Services Committee as well as a member of the Audit and Finance Committee.
Hazel Claxton retired from Morneau Shepell (now LifeWorks) in 2018 where she served as Executive Vice-President and Chief Human Resources Officer. Hazel was responsible for developing and executing on a robust talent strategy to fuel the company’s business strategy and contributing to approaches to deliver more value to clients. She also chaired the company’s Pension Steering Committee.
Prior to joining Morneau Shepell in 2013, Hazel spent 29 years at PwC Canada where she held several leadership roles, including Canadian Leadership Group member, Human Capital Leader, and Partner within the Corporate Advisory and Restructuring Group, an area she practiced in for 20 years.
Hazel serves on the boards of Allied Properties Real Estate Investment Trust, TELUS Corporation, and Unity Health Toronto where she chairs the Resources Committee and the Audit Subcommittee. She previously served on the Boards of Queen’s University, St. Michael’s Hospital, and the Shaw Festival Theatre.
Hazel earned a Bachelor of Commerce (Honours) degree from Queen’s University and is a CPA, CA. She also holds the ICD.D designation from the Institute of Corporate Directors.
Helen Sinclair is a corporate and not-for-profit director. She spent her early career at The Bank of Nova Scotia, leading to her appointment as head of the bank’s strategic planning and public affairs functions. From 1989 to 1996, she was the President and Chief Executive Officer of the Canadian Bankers Association.
Helen currently serves on the Board of the St. Michael’s Hospital Foundation where she co-chairs its Centre for Urban Health Solutions Cabinet. She is also a member of the Audit Committee of the Office of the Superintendent of Financial Institutions. . She previously served as a director of Stelco (Chair of its Pension Committee), the Toronto Dominion Bank, Davis + Henderson, the Canada Pension Plan Investment Board, and EPCOR Utilities. She was previously the Chair of the YMCA of Greater Toronto, a member of the GTA United Way Campaign Cabinet and a member of the Board of Governors of York University.
She also has held positions on a variety of public policy and regulatory bodies, including the former Pension Commission of Ontario, and co-chaired an alliance of pension plan sponsors known as the Business Committee on Pension Policy, which commissioned research and conducted advocacy on pension legislation reform.
Helen earned a bachelor’s degree in Economics (Honours) from Glendon College, York University, and a Master of Arts (Economics) from the University of Toronto. She has also completed the Advanced Management Program at the Harvard Business School and received an Honorary Doctor of Laws from Acadia University.
Horatio Bot is the Executive Director, Budget, Planning and Finance in the Faculty of Arts & Science at the University of Toronto, managing the Faculty’s budget and providing broad-based financial and analytical support to the academic leadership. The Faculty of Arts & Science is the largest academic division of the University with 70 academic units, four Constituent and three Federated Colleges, offering undergraduate and graduate programs to approximately 32,000 students.
Before joining the Faculty in 2012, Horatio held chief administrator appointments in other University academic divisions including Nursing and Architecture, as well as business analytics and consulting roles in the Faculty of Medicine and the University’s Financial Services Department.
He serves on the Board of the University of Toronto Faculty Club and as the inaugural Chair and Director of the Board of the Ontario Association of Non-Unionized Employees (OANUE).
Horatio earned an honours bachelor’s degree in Philosophy from the University of Toronto, a Bachelor of Education from Brock University, and a Master of Arts (Philosophy) from McMaster University.
Hugh Mackenzie is a public finance economist providing consulting services to governments, unions and other organizations in the non-profit sector on budgetary policy; public and private sector cost analysis; retirement income; public finance; and economic policy.
Hugh has worked in the Canadian workplace-based pension system for 40 years as a negotiator and a plan board member, and has been an active participant in public discourse on the future of retirement income in Canada. He was involved from the earliest stages in negotiating and creating the University Pension Plan, as a consultant to the University of Toronto Faculty Association.
Hugh is a former member of the boards of the Ontario Teachers’ Pension Plan, the Ontario Public Service Pension Plan, the Canada-Wide Industrial Pension Plan and the Investment Advisory Committee of the Canada Post Pension Plan. He currently serves on the Board of the Investment Management Corporation of Ontario and chairs the investment committees of the Atkinson Charitable Foundation and the Wellesley Institute. He was a founding member of the Actuarial Standards Oversight Council of the Canadian Institute of Actuaries.
Hugh earned a bachelor’s degree in Economics (Honours) from the University of Western Ontario and a master’s degree in Economics (Public Finance) from the University of Wisconsin (Madison). He holds the ICD.D designation from the Institute of Corporate Directors.
Janet Ecker is currently Vice-Chair of the Governing Council of the University of Toronto, having been a member since 2014. She also served as Chair of the Pension Committee where she was closely involved in the creation of the University Pension Plan.
As founding CEO of the Toronto Financial Services Alliance, Janet built an influential public-private partnership working to create an international financial services hub. With government and industry support, she also established the Global Risk Institute in Financial Services and the Centre of Excellence in Financial Services Education. The Centre was recognized by the World Economic Forum as a best practice in collaborative public-private partnerships.
As Ontario Minister of Finance, Janet was the first woman to deliver a budget in the province. She also led significant public policy reforms as Minister of Education, Minister of Community and Social Services and Government House Leader.
Among other awards, Janet also received an Order of Canada in 2016 for her public service and contributions to the financial sector.
A frequent public commentator, she currently serves on several public and private sector boards, agencies and advisory committees and is a Senior Fellow of the C.D. Howe Institute and a member of its National Council. She earned a bachelor’s degree in Journalism (Honours) from University of Western Ontario. She holds the ICD.D designation from the Institute of Corporate Directors.
Jonathan Ferris is the Membership Officer for the University of Guelph Faculty Association (UGFA). In this role, he assists and represents Members with issues related to the Collective Agreement and many other specialized Labour Relations issues. He plays an active role in policy development and provides advice to the Executive board. He also provides support for both UGFA’s bargaining units throughout Collective Bargaining negotiations. He also participates with the Ontario Confederation of University Faculty Associations (OCUFA) Grievance Committee, assisting in the development of a more robust and uniform approach to Academic Labour issues.
Prior to joining UGFA, Jonathan worked as a lawyer in private practice in Ottawa and has appeared before the Ontario Superior Court of Justice as well as the Ontario Court of Justice and various tribunals. He has also worked on cases before the Federal Court and the Supreme Court of Canada.
Jonathan participates with various community organizations and groups, having a strong belief in the value of grassroots mobilization and initiatives. He presents on a variety of topical issues for various community groups and guest lectures for UGFA members.
Jonathan earned a bachelor’s degree (Honours) in International Development from the University of Guelph, and a Juris Doctorate from the University of Ottawa. He has also completed the Foundations of Trust Management Standards (FTMS) and the Advanced Trust Management Standards (ATMS) – A from the International Foundation of Employee Benefit Plans.
Kathy is Chair of the Sustainable Finance Action Council and immediate past President of the Canadian Institute for Climate Choices having stepped down in June, 2021. Previously, her professional career spanned nearly four decades with The Co-operators Group Ltd., retiring from her role as President and Chief Executive Officer in December, 2016. During her tenure as CEO, she led The Co-operators sustainability journey, receiving various domestic and global recognitions for the insurance group’s efforts. Kathy holds a Bachelor of Science (Math) from the University of Manitoba and an MBA from McMaster University. She currently sits on the boards of Foresters Financial, Wawanesa, and RGA Canada. Kathy holds an Honorary Doctor of Laws from the University of Guelph and an Honorary Chartered Insurance Professional from the Insurance Institute of Canada.
Leanne Mac Millan was the Director of Research for the Canadian Union of Public Employees and served as a member of the Pension Committee of the University of Toronto from 2013 to 2019.
Prior to her retirement in December 2020, Leanne exclusively represented working people both in private practice and in-house, including assisting jointly sponsored pension plans in the public sector and health benefit funds in the construction sector. She was involved in the transition of a multi-employer defined benefit pension plan to a jointly sponsored pension plan in the health care sector, including the development of the Trust Agreement. She also represented employees who transitioned to a jointly trusteed single employer plan in the public sector in Nova Scotia.
Leanne has been involved in pension surplus and “wind up” litigation and has acted on behalf of trustees seeking direction from the courts. She has also lectured on the fiduciary responsibilities of trustees and the duty to act with an “even hand”.
Leanne earned a bachelor’s degree in Political Studies (Honours) from Queen’s University and a Bachelor of Laws (LL.B) from Osgoode Hall Law School. She was admitted to the Bar in Nova Scotia and Ontario but has retired.
Ron Mock is a recognized leader in long-term fund investing and pension administration and advocacy. Ron served as President and CEO of Ontario Teachers’ Pension Plan (OTPP) from 2014 to December 2019. During his 18 years at OTPP, Ron worked in various roles within the Investment Division, including leading the Fixed Income and Alternative Investment Department, overseeing approximately $70 billion of the firm’s assets.
Ron started his career as an electrical engineer with Ontario Hydro, where he ultimately became responsible for nuclear safety and licensing at key nuclear generating stations. After moving into finance, he served with investment dealer Burns Fry (now BMO Nesbitt Burns), where he directed sales and trading staff in derivative products and held the firm’s membership seat on the Chicago Board of Trade, among other exchanges.
York University awarded Ron an honorary Doctor of Laws in recognition of his contributions to corporate leadership, investments and gender equality and the Recognition Award for Outstanding Executive Leadership. Ron currently serves on the Dean’s Advisory Council at the Schulich School of Business at York University. In 2018, Ron was presented with Belgium’s Commander of the Order of the Crown, one of the highest distinctions in the national orders of the Kingdom of Belgium.
Ron earned a Bachelor of Applied Science (Electrical Engineering) from the University of Toronto and a Master of Business Administration from York University.
Sheila Block is a senior economist with the Canadian Centre for Policy Alternatives.
Sheila’s research focuses on labour markets, public finance, and inequality. She has worked as both a political advisor and a public servant in the Ontario government. Sheila’s work in the labour movement included pensions and benefit negotiations across the country as well as policy development and advocacy on pension legislation and regulation.
Sheila is a former member of the Board of the Canada-Wide Industrial Pension Plan and of the Central Toronto Community Health Centre. She currently serves as a member of the board of the My65+ Retirement Savings Plan.
Sheila earned a bachelor’s degree in Economics (Honours) from the University of British Columbia and a Master’s degree in Economics from the University of Toronto.
Sue Wurtele is an award-winning educator and a member of the faculty of the Trent University School of the Environment. Her teaching and research focus on cultural and feminist geography with an emphasis on issues relating to aging.
Sue serves as the lead negotiator for the Trent University Faculty Association and through her years in that role, and as chair of the provincial collective bargaining committee for university faculty, she has gained extensive experience in pensions and benefits. Additionally, in the early explorations of options for a jointly sponsored pension plan in the university sector in Ontario, Sue was the labour co-chair of the University Pension Project.
Sue also served as the inaugural Chair of the Board of Trustees for ONE-T, an employee life and health trust (ELHT) in Ontario’s education sector serving approximately 15,000 members.
Sue earned a Bachelor of Science degree from Trent University and a Ph.D. from Queen’s University.
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